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HomeMy WebLinkAbout2024-07-26 IMC Agenda and docs INTERTIE MANAGEMENT COMMITTEE (IMC) REGULAR MEETING July 26, 2024 9:00 am Alaska Energy Authority Board Room 813 W Northern Lights Blvd, Anchorage, AK 99503 To participate dial 1-888-585-9008 and use code 212-753-619# 1. CALL TO ORDER 2. ROLL CALL FOR COMMITTEE MEMBERS 3. PUBLIC ROLL CALL 4. AGENDA APPROVAL 5. PUBLIC COMMENTS 6. APPROVAL OF PRIOR MINUTES – June 21, 2024 7. NEW BUSINESS A. Annual Meeting and Election of Officers 8. OLD BUSINESS 9. COMMITTEE REPORTS A. Budget to Actuals B. IOC Committee i. Primary Frequency Response Policy - DRAFT C. Operator Report 10. MEMBERS COMMENTS 11. NEXT MEETING DATE – September 27, 2024 12. ADJOURNMENT Alaska Energy Authority AK Intertie Budget to Actual Revenues and Expenses 07/01/2023 to 06/30/2024 DRAFT - REVISED Page 1 of 4 FY24 Approved Budget BUDGET 07/01/2023 - 06/30/2024 Actuals YTD Actuals as a % of Total Annual Budget OVER (UNDER) YTD Variance Revenue From Utilities AKI-GVEA 3,631,114 3,631,114 3,896,647 107%265,533 AKI-CEA 471,717 471,717 471,717 100%- AKI-MEA 654,520 654,520 674,787 103%20,266 Total Revenue From Utilities 4,757,352 4,757,352 5,043,151 106%285,799 Interest - - 106,406 0% 106,406 Other - - 113,875 0%113,875 Total Revenues 4,757,352 4,757,352 5,263,432 111%506,080 Total Revenues 4,757,352 4,757,352 5,263,432 111%506,080 56600 Misc Transmission Expense Alaska Energy Authority AK Intertie-Cell Phone Comm. Svc. for Wx Monitorng 13,000 13,000 12,007 92%(993) AK Intertie-Miscellaneous Studies as Needed 516,000 516,000 57,544 11%(458,456) Alaska Energy Authority Total 529,000 529,000 69,551 13%(459,449) Golden Valley Electric AK Intertie-Private Line Telephone Service SCADA 6,000 6,000 2,315 39%(3,685) Golden Valley Electric Total 6,000 6,000 2,315 39%(3,685) 56601 Weather Monitoring Batteries Alaska Energy Authority AK Intertie-SLMS Support & Intertie Ground Patrol 175,000 175,000 133,342 76%(41,658) Alaska Energy Authority Total 175,000 175,000 133,342 76%(41,658) 56700 Rents Alaska Energy Authority AK Intertie-Alaska Railroad 1,000 1,000 1,000 100%- Alaska Energy Authority Total 1,000 1,000 1,000 100%- Matanuska Electric Association AK Intertie-Talkeetna Storage 7,200 7,200 7,200 100%- Matanuska Electric Association Total 7,200 7,200 7,200 100%- 56900 Maintenance of Structures Matanuska Electric Association AK Intertie-Maintenance of Structures 150,000 150,000 414 0%(149,586) Matanuska Electric Association Total 150,000 150,000 414 0%(149,586) 57000 Maintenance of Station Equip Chugach Electric Association AK Intertie-Teeland Substation 175,000 175,000 147,994 85%(27,006) AK Intertie-Douglas Substation Communications - - 4,123 0%4,123 Chugach Electric Association Total 175,000 175,000 152,118 87%(22,882) Golden Valley Electric AK Intertie-Healy, Cantwell, Goldhill 125,000 125,000 81,744 65%(43,256) AK Intertie-Cantwell 4S2 Switch Repair 306,000 306,000 748 0%(305,252) AK Intertie-Capacitor Spares 20,000 20,000 - 0%(20,000) AK Intertie-Healy&Goldhill Digital Fault Recorders - - 6,046 0%6,046 AK Intertie-Goldhill SVC Cooling - - 2,059 0%2,059 Golden Valley Electric Total 451,000 451,000 90,597 20%(360,403) Matanuska Electric Association AK Intertie-Douglas Substation 25,000 25,000 5,181 21%(19,819) Matanuska Electric Association Total 25,000 25,000 5,181 21%(19,819) 57100 Maint of OH Lines Golden Valley Electric AK Intertie-Northern Maintenance 150,000 150,000 99,237 66%(50,763) AK Intertie-Landing Pads 75,000 75,000 - 0%(75,000) Golden Valley Electric Total 225,000 225,000 99,237 44%(125,763) ALASKA ENERGY AUTHORITY AK INTERTIE BUDGET TO ACTUAL REVENUE AND EXPENSES FOR THE PERIOD 07/01/2023 THROUGH 06/30/2024 Page 2 of 4 FY24 Approved Budget BUDGET 07/01/2023 - 06/30/2024 Actuals YTD Actuals as a % of Total Annual Budget OVER (UNDER) YTD Variance ALASKA ENERGY AUTHORITY AK INTERTIE BUDGET TO ACTUAL REVENUE AND EXPENSES FOR THE PERIOD 07/01/2023 THROUGH 06/30/2024 AK Intertie-Special Patrols (Incl Foundation Insp) - - 6,510 0% 6,510 AK Intertie-Southern Maint. (Incl Ground Insp)140,000 140,000 - 0%(140,000) AK Intertie-Equipment Repair & Replacement 350,000 350,000 175,712 50%(174,288) Matanuska Electric Association Total 490,000 490,000 182,222 37%(307,778) 57101 Extra Ord Maint of OH Lines Golden Valley Electric AK Intertie-Re-level Structures & Adjust Guys 80,000 80,000 - 0%(80,000) Golden Valley Electric Total 80,000 80,000 - 0%(80,000) 57102 Maint OH Lines-ROW Clearing AK Intertie-Northern ROW Clearing 550,000 550,000 626,189 114%76,189 AK Intertie-Northern ROW Remote Sensing 400,000 400,000 321,675 80%(78,325) AK Intertie-Repair Tower 531 Foundation 150,000 150,000 154,915 103%4,915 AK Intertie-Repair Tower 532 Foundation 150,000 150,000 154,915 103%4,915 Golden Valley Electric Total 1,250,000 1,250,000 1,257,694 101%7,694 Matanuska Electric Association AK Intertie-Southern ROW Clearing 500,000 500,000 - 0%(500,000) AK Intertie-Southern ROW Remote Sensing 125,000 125,000 100,523 80%(24,477) Matanuska Electric Association Total 625,000 625,000 100,523 16%(524,477) 58306 Misc Admin Alaska Energy Authority AK Intertie-IMC Admin Cost (Audit, Meeting, Legal)20,000 20,000 20,512 103%512 Alaska Energy Authority Total 20,000 20,000 20,512 103%512 58401 Insurance Premiums Alaska Energy Authority AK Intertie-Insurance 22,200 22,200 22,673 102%473 Alaska Energy Authority Total 22,200 22,200 22,673 102%473 Matanuska Electric Association AK Intertie-Insurance 14,800 14,800 19,885 134%5,085 Matanuska Electric Association Total 14,800 14,800 19,885 134%5,085 Total Total Expense 4,246,200 4,246,200 2,164,464 51%(2,081,736) Total Operating Expenses 4,246,200 4,246,200 2,164,464 51%(2,081,736) 71001 Total Expense, Budget Alaska Energy Authority Administrative Support Services 230,000 230,000 215,052 94%(14,948) Alaska Energy Authority Total 230,000 230,000 215,052 94%(14,948) Total Total Expense 230,000 230,000 215,052 94%(14,948) Total AEA Administration Expenses 230,000 230,000 215,052 94%(14,948) Total Expenses 4,476,200 4,476,200 2,379,516 53%(2,096,684) Surplus (Shortage)281,152 281,152 2,883,916 1026%2,602,764 Page 3 of 4 Alaska Intertie FY24 Budget to Actuals Status Report for the Period 07/01/2023 through 06/30/2024 Budgeted Usage Actual Usage to Date GVEA MEA CEA TOTAL GVEA MEA CEA TOTAL MONTH MWH MWH MWH MWH MONTH MWH MWH MWH MWH Jul 11,500 1,993 - 13,493 Jul 21,896 2,018 - 23,914 Aug 13,600 2,034 - 15,634 Aug 18,254 2,288 - 20,542 Sep 14,050 1,972 - 16,022 Sep 19,556 2,225 - 21,781 Oct 23,500 2,036 - 25,536 Oct 28,980 2,109 - 31,089 Nov 25,190 2,273 - 27,463 Nov 40,892 2,139 - 43,031 Dec 24,990 2,494 - 27,484 Dec 46,492 2,461 - 48,953 Jan 25,470 2,495 - 27,965 Jan 32,601 2,519 - 35,120 Feb 24,740 2,043 - 26,783 Feb 12,498 2,292 - 14,790 Mar 21,230 2,158 - 23,388 Mar 17,370 2,287 - 19,657 Apr 13,470 1,943 - 15,413 Apr 13,581 2,055 - 15,636 May 20,380 1,871 - 22,251 May 12,358 2,194 - 14,552 Jun 31,070 1,835 - 32,905 Jun 6,265 2,205 - 8,470 TOTAL 249,190 25,147 - 274,337 TOTAL 270,743 26,792 - 297,535 INTERTIE PROJECTED ENERGY USAGE TO DATE (MWH)274,337 INTERTIE ACTUAL ENERGY USAGE TO DATE (MWH) 297,535 Budgeted Operating Costs for the Period 4,246,200$ Actual Operating Costs for the Period 2,164,464$ (based on amended budget) Budgeted Usage Revenue for the Period 3,379,832$ Actual (Billed) Usage Revenue for the Period 3,665,631$ (budgeted rate * projected usage)(budgeted rate * actual usage) Estimated Budgeted Energy Rate per MWH 12.92$ (based on budgeted costs and usage) Annual Budgeted Energy Rate (Billed Rate)12.32$ Projected Actual Energy Rate per MWH 6.07$ (based on minimum contract value)(based on actual costs and usage) Page 4 of 4 Intertie Management Committee Meeting IOC Report July 26, 2024 1. Intertie Operating Committee a. Attached is a draft of the Primary Frequency Response (PFR) policy. The policy outlines the required PFR Reserves (“fast spin”) to recover from the loss of the largest single generation on the system. It also defines how the PFR Reserves are allocated between utilities (load ratio share) and how the PFR Reserves are calculated. A couple items of note in the policy: i. The largest generator is not by nameplate rating, but by the utility’s declared output for the unit. ii. Tie lines are not included in the PFR Reserves calculation iii. SILOS and Energy Storage Systems may be used for PFR Reserves iv. The Reliability Coordinator is responsible for determining PFR Reserves on an hourly basis v. Balancing Authorities are responsible for PFT Reserves, not IPPs b. IPP interconnection regulation requirements were discussed. No specific conclusions or recommendations were developed. However, there is a general concern about interconnecting larger IPPs without fully understanding their impact on the system. The SSS is managing a study on IBR impacts and the results should help guide the discussion on interconnecting IPPs. c. The Healy SVC has seen issues recently that are under review by AEA, GVEA, and the OEM, GE. No definitive solution has been identified yet, but all parties are actively engaged in the investigation and in resolving the issues. d. In February GVEA submitted two grant applications on behalf of the IMC, one for Synchorphasors and one for the Alaska Intertie Snow Load Remediation. Both of those grants have been approved, however the official award and the ability to spend on the grants is still pending with DOE. Timing of the award is unknown but expected sometime later this year. Upon official award, expenses can be charged to the projects and both projects can kick off in earnest. 2. System Studies Subcommittee a. EPS is performing a system impact study that focuses on the impacts of upgrading the Alaska Intertie to 230 KV. The study is ongoing, and results are not anticipated until Q4 or early 2025. b. An IBR study is out to bid, and bids are due August 23 rd. The preliminary schedule has this study completed in Q1 of 2025. 3. SCADA and Telecommunications a. Right-of-way is ongoing at Douglas for the communication upgrades between Anchorage and Douglas. A preliminary right-of-entry (ROE) agreement has been executed to allow for the design of the upgrades at Douglas. A final ROW agreement will need to be executed prior to construction commencing at Douglas. 7/15/2024 Rev 1 Page 1 of 18 Primary Frequency Response Policy A. IntroducƟon 1. Title: Primary Frequency Response Policy 2. Number: TBA 3. Purpose: 3.1. This policy defines a process to maintain interconnecƟon frequency within defined limits during the arrest period. 4. Applicability: 4.1. Balancing AuthoriƟes 4.2. Generator Owners 4.3. Generator Operators 4.4. Obligated EnƟty 4.5. Reliability Coordinator 5. EffecƟve Date: 12 months from adopƟon by the Reliability OrganizaƟon. B. Requirements R1. The ConƟngency Reserve requirement, which are reserves acƟvated throughout the arresƟng and rebound periods and maintained through the recovery period, for the Railbelt shall not be less than an amount equivalent to 100 percent of the System Reserve Basis as defined in AKRES-001-2. The ConƟngency Reserve requirement is allocated among the Balancing AuthoriƟes by the load raƟo share of a 3-year average of each uƟlity’s coincident peak load, as shown in SecƟon 2 of the Reference Document. 1.1 The Primary Frequency Response Reserves, which are a subset of ConƟngency Reserves and acƟvated during the arresƟng period, shall not be less than an amount equivalent to 100 percent of the expected output of the Railbelt’s Largest Single Instantaneous GeneraƟng ConƟngency, LSIGC as defined in this policy. Primary Frequency Response reserves are allocated by the load raƟo share of a 3-year average of each uƟlity’s coincident peak load, as shown in SecƟon 2 of the Reference Document. R2. The Balancing Authority shall idenƟfy Reportable Disturbances and within 14 days of the Disturbance, shall noƟfy the Compliance Monitor and make the following informaƟon available to all Obligated EnƟƟes: Ɵme of Disturbance, pre- disturbance frequency, frequency minimum/ maximum, magnitude of disturbance, and cause of the disturbance. 7/15/2024 Rev 1 Page 2 of 18 R3. The Balancing Authority shall calculate the Primary Frequency Response of each generaƟng unit in accordance with this standard and SecƟon 3 of the Primary Frequency Response Reference document. This calculaƟon shall provide a 12- month average of Primary Frequency Response performance. The measuring device used to measure performance must provide recordings of individual units which must be GPS Ɵme synchronized and have a sample rate of no more than 30 milliseconds. This calculaƟon shall be completed annually, per the Reliability Coordinator’s assigned date, to update each generaƟng unit’s Expected Primary Frequency Response values. 3.1. The calculaƟon results shall be submiƩed to the Compliance Monitor and made available to the Balancing Authority within two weeks of a date determined by the Reliability Coordinator. 3.2. If a generaƟng unit has not parƟcipated in a minimum of (8) eight Reportable Disturbances in a 12-month period, its performance shall be based on a rolling eight average response. 3.3. If a generaƟng unit has not parƟcipated in any Reportable Disturbances, Primary Frequency Response performance may be determined from unit load rejecƟon test data from a system disturbance that caused frequency to deviate more than 0.3 Hz. If there is no data available for the generaƟng unit, its Expected Primary Frequency Response shall be set to 0 MW. 3.4. If a Generator Owner needs to change their generaƟng unit’s Expected Primary Frequency Response value earlier than the annual assigned date, they shall supply the documentaƟon to support the change. Upon approval from the Reliability Coordinator, the Primary Frequency Response of the generaƟng unit shall be updated and the Obligated EnƟƟes shall be noƟfied on the change. R4. The Balancing Authority may set their Energy Storage Systems to supply Primary Frequency Response reserves up to the Energy Storage System’s full raƟng. The following parameters must be provided to the Reliability Coordinator: droop, ramp rates, and limits. Parameters provided must be defined by a CoordinaƟon Study. Energy Storage Systems shall be considered a system that can provide Primary Frequency Response. Performance of the Energy Storage System shall be tracked as if it is a generaƟng unit. R5. A Balancing Authority may use SILOS for Primary Frequency Response. Frequency set points and delay Ɵmes must be set as described in SecƟon 4 of the Reference 7/15/2024 Rev 1 Page 3 of 18 Document when used for Primary Frequency Response and provided to all Obligated EnƟƟes for confirmaƟon and tracking via ICCP or other approved method. The performance of the SILOS shall also be tracked based on the set points and delay Ɵmes as described in SecƟon 4 of the Reference document when used for Primary Frequency Response. R6. The Reliability Coordinator shall determine the Primary Frequency Response ObligaƟon hourly, updated in real Ɵme as necessary, as the Railbelt’s Largest Single Instantaneous GeneraƟng ConƟngency, LSIGC. The Primary Frequency Response ObligaƟon is allocated among the Balancing AuthoriƟes as stated in Requirement R1.1 6.1. If an unscheduled unit is started with a larger maximum thermal raƟng and output is larger than the previous LSIGC which causes the PFR ObligaƟon to change, that Balancing Authority shall noƟfy the other Railbelt Balancing AuthoriƟes of this change as soon as pracƟcable but within 30 minutes of the unit’s start. R7. AŌer each calendar month in which one or more Reportable Disturbances occur, the Reliability Coordinator shall determine and make available to the Obligated EnƟƟes the InterconnecƟon’s combined Primary Frequency Response performance for a rolling average of the last (6) six Reportable Disturbances by the end of the following calendar month. R8. Following any Reportable Disturbance that causes the InterconnecƟon’s six rolling average Primary Frequency Response Performance to be less than the average PFR ObligaƟon from the last six Reportable Disturbances, the Reliability Coordinator shall direct any necessary acƟons, aŌer discussion with the Obligated EnƟƟes, to improve Primary Frequency Response, which may include but are not limited to the following: direcƟng adjustment of governor deadband and/or droop seƫngs. R9. Each Generator Owner shall operate each generaƟng unit that is connected to the Railbelt with the governor in service (droop acƟve) and responsive to frequency when the generaƟng unit is online and released for dispatch, unless the Generator Owner has permission from the Reliability Coordinator for operaƟng with the governor not in service (droop inacƟve) and the System Operator has been noƟfied of the status change. R10. A Balancing Authority shall noƟfy the other Railbelt Balancing AuthoriƟes and the Reliability Coordinator as soon as pracƟcal but within 30 minutes of the discovery of a status change (droop acƟve/inacƟve) of a governor and steps 7/15/2024 Rev 1 Page 4 of 18 taken by the Balancing Authority to maintain their Primary Frequency Response ObligaƟon. R11. The Generator Owner shall meet a minimum 12-month rolling average Primary Frequency Response performance of 75% of the Expected Primary Frequency Response value for each generaƟng unit, based on parƟcipaƟon in at least eight Reportable Disturbances as described in SecƟon 5 of the Reference Document. 11.1 The Primary Frequency Response performance shall be the raƟo of the Actual Primary Frequency Response to the Expected Primary Frequency Response scaled by the deviaƟon of frequency in the arresƟng period per Reportable Disturbance. The Actual PFR is the measured response, in MW, of a generating unit during the arrest period of a Reportable Disturbance. The Expected PFR of a generaƟng unit is the annually updated values, as calculated in Requirement R3. If the available headroom is less than the Expected PFR listed in the tables at the Ɵme of the disturbance, the available headroom will be used in the performance calculaƟon. 11.2 If a generaƟng unit has not parƟcipated in a minimum of eight Reportable Disturbances in a 12-month period, performance shall be based on a rolling average of the previous eight Reportable Disturbances. 11.3. If a generaƟng unit has not parƟcipated in any Reportable Disturbances, Primary Frequency Response performance may be determined from unit load rejecƟon test data from a system disturbance that caused frequency to deviate more than 0.3 Hz. 11.4. A generaƟng unit’s Primary Frequency Response performance during a Reportable Disturbance may be excluded from the rolling average calculaƟon by the Balancing Authority due to a legiƟmate operaƟng condiƟon that prevented normal Primary Frequency Response performance. Such exclusion must be approved by the Reliability Coordinator. An example of a condiƟon that may support exclusion of a generaƟng unit from Reportable Disturbances include:  Data telemetry failure. The Balancing Authority may request raw data from the Generator Owner as a subsƟtute. R12. Each Balancing Authority must dispatch Primary Frequency Response reserves such that a single unit trip does not cause Underfrequency Load Shed to occur as described in SecƟon 6 of the Reference Document. Each Balancing Authority is 7/15/2024 Rev 1 Page 5 of 18 responsible for documenƟng all sources of Primary Frequency Response and must be shared with the other Balancing AuthoriƟes, via ICCP. C. Measures M1. The Reliability Coordinator shall require evidence that each Balancing Authority was carrying its ConƟngency Reserve allocaƟon and Primary Frequency Response reserve allocaƟon as required in Requirement R1. M2. The Balancing Authority shall have evidence it reported each Reportable Disturbance to the Compliance Monitor and that it made the informaƟon available to the Obligated EnƟƟes within 14 calendar days aŌer the Disturbance as required in Requirement R2. M3. The Balancing Authority shall have evidence it calculated and reported the 12- month average Primary Frequency Response performance of each generaƟng unit annually to the Compliance Monitor with supporƟng documentaƟon as required in Requirement 3. The Balancing Authority must provide evidence that measurement devices used to measure the PFR of individual units meet the requirements stated in Requirement R3. M4. The Balancing Authority shall provide documentaƟon on how Energy Storage Systems are set to respond to Reportable Disturbances and the parameters listed in R4 must reflect the CoordinaƟon Study. The Balancing Authority shall also report the performance of the Energy Storage System when used for Primary Frequency Response. M5. Balancing AuthoriƟes using SILOS for Primary Frequency Response shall report how SILOS are programed with their delay Ɵmes and frequency set points, as well as their performance if used for Primary Frequency Response. SILOS informaƟon shall be provided via ICCP when used for Primary Frequency Response. M6. The Reliability Coordinator shall provide evidence that the Primary Frequency Response ObligaƟon was determined hourly as required in Requirement 6. If there are any changes impacƟng the Primary Frequency Response ObligaƟon, the Balancing Authority shall provide evidence that they no Ɵfied the other Railbelt Balancing AuthoriƟes. M7. The Reliability Coordinator shall provide evidence that the rolling average of the InterconnecƟon’s combined Primary Frequency Response Performance for the 7/15/2024 Rev 1 Page 6 of 18 last (6) six Reportable Disturbances was calculated and made available to the Obligated EnƟƟes as required in Requirement 7. M8. The Balancing Authority shall provide evidence that acƟons were taken to improve the InterconnecƟon’s Primary Frequency Response if the InterconnecƟon’s six-Reportable Disturbance rolling average combined Primary Frequency Response performance was less than the average PFR ObligaƟon from the last six Reportable Disturbances, as required in Requirement R8. The Balancing Authority shall be required to increase their Primary Frequency Response allocaƟon for the next calendar quarter by the amount they were deficient in. M9. Each Generator Owner shall have evidence that it no Ɵfied the System Operator as soon as pracƟcal each Ɵme it discovered a governor status change (droop acƟve/inacƟve) when the generaƟng unit was online and released for dispatch. Evidence may include but not limited to operator logs, voice logs, or electronic communicaƟons. M10. The Balancing Authority shall have evidence that they noƟfied the other Railbelt Balancing AuthoriƟes within 30 minutes of each discovery of a status change (droop acƟve/inacƟve) of a governor. They shall also have evidence of steps taken to maintain their Primary Frequency Response ObligaƟon. M11. Each Generator Owner shall have evidence that each of its generaƟng units achieved a minimum rolling average of Primary Frequency Response performance of at least 75% of the Expected Primary Frequency Response as described in Requirement R11. Each Generator Owner shall have documented evidence of any Reportable Disturbances where the generaƟng unit performance was excluded from the rolling average calculaƟon. M12. The Balancing Authority shall have evidence that they dispatched Primary Frequency Response reserves such that a single unit trip does not cause Underfrequency Load Shed to occur. Each Balancing Authority is responsible for documenƟng their sources of Primary Frequency Response and shared with the other Balancing AuthoriƟes via ICCP. D. Compliance C1. Compliance Monitoring Process C1.1. Compliance Enforcement Authority Reliability OrganizaƟon C1.2. Compliance Monitoring Period and Reset Time Frame 7/15/2024 Rev 1 Page 7 of 18 Compliance for the Primary Frequency Response Policy will be evaluated for each reporƟng period, as determined by the Reliability OrganizaƟon. C1.3. Data RetenƟon Each Balancing Authority shall keep the following data or evidence for a minimum of ten years. If any of the following data for a Balancing Authority are undergoing a review to address a quesƟon that has been raised regarding the data, the data is to be saved beyond the normal retenƟon period unƟl the quesƟon is formally resolved.  The BA shall retain all data for ConƟngency Reserve and Primary Frequency Response Reserve calculaƟons and allocaƟon for Requirement R1, Measure M1.  The BA shall retain a list of all Reportable Disturbance informaƟon for Requirement R2, Measure M2.  The BA shall retain all annual PFR performance reports for Requirement R3, Measure M3.  The BA shall retain all Energy Storage System parameters and performance reports for Requirement R4, Measure R4  The BA shall retain all SILOS seƫngs informaƟon and performance reports for Requirement R5, Measure M5.  The BA shall retain all PFR ObligaƟon calculaƟons, and related methodology and criteria documents for Requirement R6, Measure M6.  The Reliability Coordinator shall retain all data and calculaƟons relaƟng to the InterconnecƟon’s combined Primary Frequency Response, and all evidence of acƟons taken to increase the InterconnecƟon’s Frequency Response for Requirements R7 and R8, Measure M7 and M8.  The BA shall retain all evidence of Governor status changes and communicaƟon of status change for Requirement R9 and R10, Measure M9 and M10.  The BA shall retain all data and calculaƟons for each generaƟng unit performance for Requirement R11, Measure M11.  The BA shall retain documents of all sources of PFR for Requirement R12, Measure M12. C1.4. AddiƟonal Compliance InformaƟon None. C1. Levels of BA Non-Compliance for Requirement R1, Measure M1 C1.1 Level 1 –– A Balancing Authority failed to provide evidence of carrying its allocated ConƟngency Reserves. 7/15/2024 Rev 1 Page 8 of 18 Level 2 – A Balancing Authority failed to carry its allocated ConƟngency Reserves. C2. Levels of BA Non-Compliance for Requirement R2, Measure M2 C2.1 Level 1 – A Balancing Authority failed to report a Reportable Disturbance within 14 days of the Disturbance and make the following informaƟon listed in Requirement R1 available to all Obligated EnƟƟes. Level 2 – A Balancing Authority failed to report a Reportable Disturbance and make the following informaƟon listed in Requirement R1 available to all Obligated EnƟƟes. C3. Levels of BA Non-Compliance for Requirement R3, Measure M3 C3.1 Level 2 – A Balancing Authority failed to calculate and submit to the Compliance Monitor the Expected Primary Frequency Response of each generaƟng unit annually within two weeks of the date determined by the Reliability Coordinator. C4. Levels of InterconnecƟon Non-Compliance for Requirement R6, Measure M6 C.4.1 Level 1 – The Reliability Coordinator failed to determine the Primary Frequency Response ObligaƟon and failed to make the methodology and criteria for determinaƟon of the PFR ObligaƟon available to the Obligated EnƟƟes. C5. Levels of BA Non-Compliance for Requirement R7-R8, Measure M7-M8 C5.1 Level 2–– A Balancing Authority failed to provide evidence that acƟons were taken to improve the InterconnecƟon’s Primary Frequency Response if the InterconnecƟon’s six-Reportable Disturbance rolling average Primary Frequency Response performance was less than the PFR ObligaƟon. C6. Levels of BA Non-Compliance for Requirement R9-R10, Measure R9-R10 C6.1 Level 1– A Balancing Authority failed to inform the other Railbelt Balancing AuthoriƟes within 30 minutes of a governor status change. Level 2– A Balancing Authority failed to inform the other Railbelt Balancing AuthoriƟes of a governor status change. C7. Levels of BA Non-Compliance for Requirement R11, Measure M11 C7.1 Level 2– A Generator Owner failed to report and failed to meet a rolling average Primary Frequency Response performance of 75% of Expected Primary Frequency Response on each generaƟng unit. C8. Levels of BA Non-Compliance for Requirement R12, Measure M12 7/15/2024 Rev 1 Page 9 of 18 C8.1 Level 2– A Balancing Authority failed to dispatch Primary Frequency Response reserves such that a single unit trip does not cause Underfrequency Load Shed to occur. E. DefiniƟons Term Acronym Definition Actual Primary Frequency Response Actual PFR The measured response, in MW, of a generating unit during the arrest period of a Reportable Disturbance. Contingency Reserves The provision of capacity deployed by the Balancing Authority to meet the Disturbance Control Standard (DCS) and other Railbelt and Reliability OrganizaƟon conƟngency requirements. These reserves are activated throughout the arresting and rebound periods and maintained through the recovery period. Expected Primary Frequency Response Expected PFR The expected primary frequency response of a generating unit is the 12-month average of the generating unit’s performance, updated annually or the available headroom of the unit at the time of the disturbance. The lesser of the two values will be used as the Expected PFR in calculations. Largest Single Instantaneous Generation Continency LSIGC The unit with the largest expected output is the Largest Single Instantaneous Generating Contingency (or combination of units with a single point of interconnection, such as a GSU, forming a single contingency regardless of RAS applications) interconnected to the Railbelt Grid, minus the effects of heat recovery steam generators, HRSGs, at combined cycle plants. Primary Frequency Response PFR Response capability of a generating unit during the frequency arresting period of a Reportable Disturbance. Primary Frequency Response Obligation PFRO The Primary Frequency Response ObligaƟon, calculated in MW, is the amount of Primary Frequency Response reserves that the Railbelt must carry to avoid Underfrequency Load Shed and is equal to the Largest Single Instantaneous GeneraƟon ConƟngency, LSIGC. Primary Frequency Response Reserves PFR Reserves A subset of ConƟngency Reserves, that is acƟvated during the arrest period, which is equivalent to the Arrest Period Reserves. Reliability Coordinator RC The enƟty that is the highest level of authority who is responsible for the reliable operaƟon of the Bulk Electric System, has the Wide Area view of the Bulk Electric System, and has the operaƟng tools, processes and procedures, including the authority to prevent or miƟgate emergency operaƟng situaƟons in both next-day analysis and real-Ɵme operaƟons. The Reliability Coordinator has the purview that is broad enough to enable the calculaƟon of InterconnecƟon Reliability OperaƟng Limits, which may be based on the operaƟng 7/15/2024 Rev 1 Page 10 of 18 parameters of transmission systems beyond any Transmission Operator’s vision. Reportable Disturbance Reportable Disturbances are contingencies involving any generating unit trips, transmission line trips, and distribution level disturbances that result in frequency deviation > 0.3 Hz. 7/15/2024 Rev 1 Page 11 of 18 AƩachment 1 Primary Frequency Response Reference Document 1. IntroducƟon This Primary Frequency Response Reference Document provides calculaƟons used to determine Primary Frequency Response ObligaƟons for each uƟlity as required in Requirement 1. This document also provides a methodology for calculaƟng the Primary Frequency Response performance of individual generaƟng units following Reportable Disturbances in accordance with Requirements R3 and R11. The document also provides more informaƟon on SILOS seƫng provided by the Railbelt ConƟngency Reserves Analysis study done by EPS and dispatching units using the Primary Frequency Response method as described in the study. 2. ConƟngency Reserve and Primary Frequency Response Reserves AllocaƟon Requirement 1 R1. The ConƟngency Reserve requirement, which are reserves acƟvated throughout the arresƟng and rebound periods and maintained through the recovery period, for the Railbelt shall not be less than an amount equivalent to 100 percent of the System Reserve Basis as defined in AKRES-001-2. The ConƟngency Reserve requirement is allocated among the Balancing AuthoriƟes by the load raƟo share of a 3-year average of each uƟlity’s coincident peak load, as shown in SecƟon 2 of the Reference Document. 1.1 The Primary Frequency Response Reserves, which are a subset of ConƟngency Reserves and acƟvated during the arresƟng period, shall not be less than an amount equivalent to 100 percent of the maximum expected output of the Railbelt’s Largest Single Instantaneous GeneraƟng ConƟngency, LSIGC as defined in this policy. Primary Frequency Response reserves are allocated by the load raƟo share of a 3-year average of each uƟlity’s coincident peak load, as shown in SecƟon 2 of the Reference Document. ConƟngency Reserve and Primary Frequency Response Reserves are allocated by the load raƟo share based on a 3-year average of each uƟlity’s coincident peak load. The difference between the calculaƟon of ConƟngency Reserves and PFR Reserves is the value of the Total System Spinning Reserve ObligaƟon,𝑆𝑅𝑂்௢௧௔௟ , in the equaƟon below. For ConƟngency Reserves, this value is determined by the System Reserve Basis and for PFR Reserves, this value is determined by the LSIGC. 7/15/2024 Rev 1 Page 12 of 18 𝑆𝑅𝑂௎௧௜௟௜௧௬ =𝑆𝑅𝑂்௢௧௔௟ × 𝑃𝐿௦ 𝑃𝐿௧ where 𝑆𝑅𝑂௎௧௜௟௜௧௬ is the Individual UƟlity Spinning Reserve ObligaƟon 𝑆𝑅𝑂்௢௧௔௟ is the Total System Spinning Reserve ObligaƟon based on the System Reserve Basis 𝑃𝐿௦ is a uƟlity’s 3-year average system peak load 𝑃𝐿௧ is the Sum of each uƟlity’s 3-year average peak load, 𝑃𝐿௦ For the given example, the 𝑆𝑅𝑂்௢௧௔௟ , Total Spinning Reserve ObligaƟon, is 60 MW. The 3-year average of each UƟlity’s Coincident Peak Load was taken from 2020, 2021, and 2022 SCADA data. UƟlity 3 year avg of System Peak Load Symbol CEA 351.3 MW CEA_Peak Load MEA 146.4 MW MEA_Peak Load GVEA 195.3 MW GVEA_Peak Load HEA 78.1 MW HEA_Peak Load To calculate CEA’s Spinning Reserve ObligaƟon: 𝑆𝑅𝑂஼ா஺ =𝑆𝑅𝑂்௢௧௔௟ ∗ 𝐶𝐸𝐴௉௘௔௞ ௅௢௔ௗ 𝐶𝐸𝐴௉௘௔௞ ௅௢௔ௗ +𝑀𝐸𝐴௉௘௔௞ ௅௢௔ௗ +𝐺𝑉𝐸𝐴௉௘௔௞ ௅௢௔ௗ +𝐻𝐸𝐴௉௘௔௞ ௅௢௔ௗ 𝑆𝑅𝑂஼ா஺ = 60 𝑀𝑊∗351.3 𝑀𝑊 351.3 𝑀𝑊+ 146.4 𝑀𝑊+ 195.3 𝑀𝑊+ 78.1 𝑀𝑊 𝑆𝑅𝑂஼ா஺ = 27 𝑀𝑊 CEA’s Spinning Reserve ObligaƟon To calculate GVEA’s Spinning Reserve ObligaƟon: 𝑆𝑅𝑂ீ௏ா஺ =𝑆𝑅𝑂்௢௧௔௟ ∗ 𝐺𝑉𝐸𝐴௉௘௔௞ ௅௢௔ௗ 𝐶𝐸𝐴௉௘௔௞ ௅௢௔ௗ +𝑀𝐸𝐴௉௘௔௞ ௅௢௔ௗ +𝐺𝑉𝐸𝐴௉௘௔௞ ௅௢௔ௗ +𝐻𝐸𝐴௉௘௔௞ ௅௢௔ௗ 𝑆𝑅𝑂ீ௏ா஺ = 60 𝑀𝑊∗195.3 𝑀𝑊 351.3 𝑀𝑊+ 146.4 𝑀𝑊+ 195.3 𝑀𝑊+ 78.1 𝑀𝑊 𝑆𝑅𝑂ீ௏ா஺ = 15 𝑀𝑊 GVEA Spinning Reserve ObligaƟon 7/15/2024 Rev 1 Page 13 of 18 For example, load data from 2020-2022 SCADA Data, the total of each uƟlity’s share of the Spinning Reserve ObligaƟon is summarized below. UƟlity 3 year avg of System Peak Load CEA 27.3 MW MEA 11.4 MW GVEA 15.2 MW HEA 6.1 MW 3. Primary Frequency Response CalculaƟons of Individual GeneraƟng Unit Requirement 3 R3. The Balancing Authority shall calculate the Primary Frequency Response of each generaƟng unit in accordance with this standard and SecƟon 3 of the Primary Frequency Response Reference document. This calculaƟon shall provide a 12- month average of Primary Frequency Response performance. The measuring device used to measure performance must provide recordings of individual units which must be GPS Ɵme synchronized and have a sample rate of no more than 30 milliseconds. This calculaƟon shall be completed annually, per the Reliability Coordinator’s assigned date, to update each generaƟng unit’s Expected Primary Frequency Response values. 3.1. The calculaƟon results shall be submiƩed to the Compliance Monitor and made available to the Balancing Authority within two weeks of a date determined by the Reliability Coordinator. 3.2. If a generaƟng unit has not parƟcipated in a minimum of (8) eight Reportable Disturbances in a 12-month period, its performance shall be based on a rolling eight average response. 3.3. If a generaƟng unit has not parƟcipated in any Reportable Disturbances, Primary Frequency Response performance may be determined from unit load rejecƟon test data from a system disturbance that caused frequency to deviate more than 0.3 Hz. If there is no data available for the generaƟng unit, its Expected Primary Frequency Response shall be set to 0 MW. 3.4. If a Generator Owner needs to change their generaƟng unit’s Expected Primary Frequency Response value earlier than the annual assigned date, they shall supply the documentaƟon to support the change. Upon approval from the Reliability Coordinator, the Primary Frequency 7/15/2024 Rev 1 Page 14 of 18 Response of the generaƟng unit shall be updated and the Obligated EnƟƟes shall be noƟfied on the change. To determine the performance of each generaƟng unit to provide Primary Frequency Response during a Reportable Disturbance, Disturbance Fault Recorder, DFR, recordings are used. Synchrophasor data may also be used upon availability. This calculaƟon shall provide a 12- month average of unit performance which will be used to update the Expected Primary Frequency Response values. The PFR of a unit during a Reportable Disturbance using DFR or Synchrophasor recordings is measured using the following formula: 𝑃𝐹𝑅௎௡௜௧ = (𝑀𝑊௙ౣ౟౤ _ೠ೙೔೟ −𝑀𝑊௙౦౨౛షౚ౟౩౪౫౨ౘ౗౤ౙ౛ ) ∗ 60.0 𝐻𝑧− 59.2 𝐻𝑧 𝑓௣௥௘ିௗ௜௦௧௨௥௕௔௡௖௘ −𝑓୫୧୬ _௨௡௜௧ Where 𝑀𝑊௙ౣ౟౤ _ೠ೙೔೟ is the unit’s output when unit frequency reaches its minimum. 𝑀𝑊௙౦౨౛షౚ౟౩౪౫౨ౘ౗౤ౙ౛ is the unit’s output before the Disturbance occurs. 𝑃𝐹𝑅௎௡௜௧ is the primary frequency response of the unit during a Reportable Disturbance. 𝑓୫୧୬ _௨௡௜௧ is unit’s frequency when the unit reaches its minimum value. Note that, ଺଴.଴ ு௭ିହଽ.ଶ ு௭ ௙೛ೝ೐ష೏೔ೞ೟ೠೝ್ೌ೙೎ ି௙ౣ౟౤ _ೠ೙೔೟ corresponds to EPS’s method of scaling frequency when calculaƟng PFR as it provides a safety margin during calculaƟons as described in SecƟon 12.1 of EPS’s ConƟngency Reserves Analysis report. The report states “frequencies measured across the system varied by as much as 0.2 Hz… to prevent any individual units from reaching 59.0 and triggering UFLS, PFR values were scaled to 59.2 Hz.” The pre-disturbance frequency corresponds to Point A in Figure 1. The frequency minimum or frequency nadir corresponds to Point C in Figure 1. Primary Frequency Response of a unit is the measured response between these two points. 7/15/2024 Rev 1 Page 15 of 18 Figure 1: BPS Frequency Control Time Frames [Source: NERC] 4. Shed In Lieu of Spin (SILOS) Requirement 5 R5. A Balancing Authority may use SILOS for Primary Frequency Response. Frequency set points and delay Ɵmes must be set as described in SecƟon 4 of the Reference Document when used for Primary Frequency Response and provided to all Obligated EnƟƟes for confirmaƟon and tracking via ICCP or other approved method. The performance of the SILOS shall also be tracked based on the set points and delay Ɵmes as described in SecƟon 4 of the Reference document when used for Primary Frequency Response. SILOS seƫngs at the Ɵme of the Railbelt ConƟngency Reserves Analysis study did not trigger before Stage 1 Underfrequency Load Shed due to long delay Ɵmes. The following table, provided by the study, shows five sets of alternate SILOS seƫngs with shorter delay Ɵmes. All were found to replace reserves on a MW-to-MW basis without entering Stage 1 UFLS. Each Balancing Authority may choose whichever set it finds most appropriate. The percentages represent the percent of SILOS reserves armed at each frequency setpoint. Delay Ɵmes are the detecƟon and relay Ɵme, and not the breaker operaƟng Ɵme. 7/15/2024 Rev 1 Page 16 of 18 Set -> 1 2 3 4 5 59.7 Hz 25% 25% 50% 25% 33% 59.4 Hz 25% 50% 50% 75% 33% 59.2 Hz 50% 25% 34% Delay time (cycles) 3 3 or 6 3 or 6 3 or 6 3 or 6 5. Primary Frequency Response Performance CalculaƟon Requirement 11 R11. The Generator Owner shall meet a minimum 12-month rolling average Primary Frequency Response performance of 75% of the Expected Primary Frequency Response value for each generaƟng unit, based on parƟcipaƟon in at least eight Reportable Disturbances as described in SecƟon 5 of the Reference Document. 11.1 The Primary Frequency Response performance shall be the raƟo of the Actual Primary Frequency Response to the Expected Primary Frequency Response scaled by the deviaƟon of frequency in the arresƟng period per Reportable Disturbance. The Actual PFR is the measured response, in MW, of a generating unit during the arrest period of a Reportable Disturbance. The Expected PFR of a generaƟng unit is the annually updated values, as calculated in Requirement R3. If the available headroom is less than the Expected PFR listed in the tables at the Ɵme of the disturbance, the available headroom will be used in the performance calculaƟon. 11.2 If a generaƟng unit has not parƟcipated in a minimum of eight Reportable Disturbances in a 12-month period, performance shall be based on a rolling average of the previous eight Reportable Disturbances. 11.3. If a generaƟng unit has not parƟcipated in any Reportable Disturbances, Primary Frequency Response performance may be determined from unit load rejecƟon test data from a system disturbance that caused frequency to deviate more than 0.3 Hz. 11.4. A generaƟng unit’s Primary Frequency Response performance during a Reportable Disturbance may be excluded from the rolling average calculaƟon by the Balancing Authority due to a legiƟmate operaƟng condiƟon that prevented normal Primary Frequency Response performance. Such exclusion must be approved by the Reliability 7/15/2024 Rev 1 Page 17 of 18 Coordinator. An example of a condiƟon that may support exclusion of a generaƟng unit from Reportable Disturbances include:  Data telemetry failure. The Balancing Authority may request raw data from the Generator Owner as a subsƟtute. This secƟon describes how to calculate the average Primary Frequency Response for each generaƟng unit over a 12-month period with a minimum of (8) Reportable Disturbances. This is to establish whether the unit is in compliance with its PFR obligaƟon. The P.U. PFR is the per unit measure of the Primary Frequency Response of a unit during Reportable Disturbances. The average of the unit’s PFR during a 12-month period must be greater than or equal to 0.75. 𝐴𝑣𝑔௉௘௥௜௢ௗ =[𝑃.𝑈. 𝑃𝐹𝑅௨௡௜௧ ]≥ 0.75 Where 𝑃.𝑈. 𝑃𝐹𝑅௨௡௜௧ =𝐴𝑐𝑡𝑢𝑎𝑙 𝑃𝐹𝑅௨௡௜௧ 𝐸𝑥𝑝𝑒𝑐𝑡𝑒𝑑 𝑃𝐹𝑅௨௡௜௧ ∗ ∆𝑓 Where 𝐴𝑐𝑡𝑢𝑎𝑙 𝑃𝐹𝑅௎௡௜௧ = (𝑀𝑊௙ౣ౟౤ _ೠ೙೔೟ −𝑀𝑊௙౦౨౛షౚ౟౩౪౫౨ౘ ) is the measured response of the unit during the arrest period. 𝐸𝑥𝑝𝑒𝑐𝑡𝑒𝑑 𝑃𝐹𝑅௎௡௜௧ is the expected PFR of the unit or the available headroom on the unit. The expected PFR used in the calculaƟon is the lesser value of the two. ∆𝑓=𝑓௣௥௘ିௗ௜௦௧௨௥௕ −𝑓୫୧୬ _௨௡௜௧ is the frequency deviaƟon from right before the Disturbance occurs to when the unit’s frequency reaches its minimum value. If the unit would be considered operaƟng at full capacity, its expected PFR would be set to 0 MW and would sƟll be included to calculate the average performance unless exclusion is approved by the Reliability Coordinator. 6. Primary Frequency Response Dispatch Requirement 12 R12. Each Balancing Authority must dispatch Primary Frequency Response reserves such that a single unit trip does not cause Underfrequency Load Shed to occur as described in SecƟon 6 of the Reference Document. Each Balancing Authority is responsible for documenƟng all sources of Primary Frequency Response and must be shared with the other Balancing AuthoriƟes, via ICCP. 7/15/2024 Rev 1 Page 18 of 18 The Primary Frequency Response method, described in the EPS study, focuses on the turbine/governor response of each unit and assigns the available arrest period reserves for each unit. The units that increase their output more rapidly than other units, contribute more to arresƟng frequency and UFLS prevenƟon than units with a slower response. Reserves are allocated on a MW basis for each unit. Each unit has an “upper limit” which is defined as the PFR of the unit. For example, if a unit has 20 MW of headroom, but its upper limit is 8 MW, then only 8 MW of Primary Frequency Response can be allocated to the unit. Tables 10, 11, and 12 of the EPS Railbelt ConƟngency Reserves Analysis Study summarizes the simulated PFR values for each individual unit which will be updated annually as stated in Requirement R3. This value is the maximum allowable reserve that can be allocated to a unit under the assumpƟon that the unit has adequate headroom. If the headroom is less than the Expected PFR of the unit, the lesser of the two values will be assigned to the unit. When dispatching units, the sum each online unit’s PFR must be equal to or greater than the Largest Single Instantaneous GeneraƟon ConƟngency. As required in Requirement 13, Primary Frequency Response reserves shall be dispatched such that a single unit trip does not cause an Underfrequency Load Shed event to occur. 7/15/2024 Rev 1 Page 1 of 18 Primary Frequency Response Policy A. Introduction 1. Title: Primary Frequency Response Policy 2. Number: TBA 3. Purpose: 3.1. This policy defines a process to maintain interconnection frequency within defined limits during the arrest period. 4. Applicability: 4.1. Balancing Authorities 4.2. Generator Owners 4.3. Generator Operators 4.4. Obligated Entity 4.5. Reliability Coordinator 5. Effective Date: 12 months from adoption by the Reliability Organization. B. Requirements R1. The Contingency Reserve requirement, which are reserves activated throughout the arresting and rebound periods and maintained through the recovery period, for the Railbelt shall not be less than an amount equivalent to 100 percent of the System Reserve Basis as defined in AKRES-001-2. The Contingency Reserve requirement is allocated among the Balancing Authorities by the load ratio share of a 3-year average of each utility’s coincident peak load, as shown in Section 2 of the Reference Document. 1.1 The Primary Frequency Response Reserves, which are a subset of Contingency Reserves and activated during the arresting period, shall not be less than an amount equivalent to 100 percent of the expected output of the Railbelt’s Largest Single Instantaneous Generating Contingency, LSIGC as defined in this policy. Primary Frequency Response reserves are allocated by the load ratio share of a 3-year average of each utility’s coincident peak load, as shown in Section 2 of the Reference Document. R2. The Balancing Authority shall identify Reportable Disturbances and within 14 days of the Disturbance, shall notify the Compliance Monitor and make the following information available to all Obligated Entities: time of Disturbance, pre - disturbance frequency, frequency minimum/ maximum, magnitude of disturbance, and cause of the disturbance. 7/15/2024 Rev 1 Page 2 of 18 R3. The Balancing Authority shall calculate the Primary Frequency Response of each generating unit in accordance with this standard and Section 3 of the Primary Frequency Response Reference document. This calculation shall provide a 12- month average of Primary Frequency Response performance. The measuring device used to measure performance must provide recordings of individual units which must be GPS time synchronized and have a sample rate of no more than 30 milliseconds. This calculation shall be completed annually, per the Reliability Coordinator’s assigned date, to update each generating unit’s Expected Primary Frequency Response values. 3.1. The calculation results shall be submitted to the Compliance Monitor and made available to the Balancing Authority within two weeks of a date determined by the Reliability Coordinator. 3.2. If a generating unit has not participated in a minimum of (8) eight Reportable Disturbances in a 12-month period, its performance shall be based on a rolling eight average response. 3.3. If a generating unit has not participated in any Reportable Disturbances, Primary Frequency Response performance may be determined from unit load rejection test data from a system disturbance that caused frequency to deviate more than 0.3 Hz. If there is no data available for the generating unit, its Expected Primary Frequency Response shall be set to 0 MW. 3.4. If a Generator Owner needs to change their generating unit’s Expected Primary Frequency Response value earlier than the annual assigned date, they shall supply the documentation to support the change. Upon approval from the Reliability Coordinator, the Primary Frequency Response of the generating unit shall be updated and the Obligated Entities shall be notified on the change. R4. The Balancing Authority may set their Energy Storage Systems to supply Primary Frequency Response reserves up to the Energy Storage System’s full rating. The following parameters must be provided to the Reliability Coordinator: droop, ramp rates, and limits. Parameters provided must be defined by a Coordination Study. Energy Storage Systems shall be considered a system that can provide Primary Frequency Response. Performance of the Energy Storage System shall be tracked as if it is a generating unit. R5. A Balancing Authority may use SILOS for Primary Frequency Response. Frequency set points and delay times must be set as described in Section 4 of the Reference 7/15/2024 Rev 1 Page 3 of 18 Document when used for Primary Frequency Response and provided to all Obligated Entities for confirmation and tracking via ICCP or other approved method. The performance of the SILOS shall also be tracked based on the set points and delay times as described in Section 4 of the Reference document when used for Primary Frequency Response. R6. The Reliability Coordinator shall determine the Primary Frequency Response Obligation hourly, updated in real time as necessary, as the Railbelt’s Largest Single Instantaneous Generating Contingency, LSIGC. The Primary Frequency Response Obligation is allocated among the Balancing Authorities as stated in Requirement R1.1 6.1. If an unscheduled unit is started with a larger maximum thermal rating and output is larger than the previous LSIGC which causes the PFR Obligation to change, that Balancing Authority shall notify the other Railbelt Balancing Authorities of this change as soon as practicable but within 30 minutes of the unit ’s start. R7. After each calendar month in which one or more Reportable Disturbances occur, the Reliability Coordinator shall determine and make available to the Obligated Entities the Interconnection’s combined Primary Frequency Response performance for a rolling average of the last (6) six Reportable Disturbances by the end of the following calendar month. R8. Following any Reportable Disturbance that causes the Interconnection’s six rolling average Primary Frequency Response Performance to be less than the average PFR Obligation from the last six Reportable Disturbances, the Reliability Coordinator shall direct any necessary actions, after discussion with the Obligated Entities, to improve Primary Frequency Response, which may include but are not limited to the following: directing adjustment of governor deadband and/or droop settings. R9. Each Generator Owner shall operate each generating unit that is connected to the Railbelt with the governor in service (droop active) and responsive to frequency when the generating unit is online and released for dispatch, unless the Generator Owner has permission from the Reliability Coordinator for operating with the governor not in service (droop inactive) and the System Operator has been notified of the status change. R10. A Balancing Authority shall notify the other Railbelt Balancing Authorities and the Reliability Coordinator as soon as practical but within 30 minutes of the discovery of a status change (droop active/inactive) of a governor and steps 7/15/2024 Rev 1 Page 4 of 18 taken by the Balancing Authority to maintain their Primary Frequency Response Obligation. R11. The Generator Owner shall meet a minimum 12-month rolling average Primary Frequency Response performance of 75% of the Expected Primary Frequency Response value for each generating unit, based on participation in at least eight Reportable Disturbances as described in Section 5 of the Reference Document. 11.1 The Primary Frequency Response performance shall be the ratio of the Actual Primary Frequency Response to the Expected Primary Frequency Response scaled by the deviation of frequency in the arresting period per Reportable Disturbance. The Actual PFR is the measured response, in MW, of a generating unit during the arrest period of a Reportable Disturbance. The Expected PFR of a generating unit is the annually updated values, as calculated in Requirement R3. If the available headroom is less than the Expected PFR listed in the tables at the time of the disturbance, the available headroom will be used in the performance calculation. 11.2 If a generating unit has not participated in a minimum of eight Reportable Disturbances in a 12-month period, performance shall be based on a rolling average of the previous eight Reportable Disturbances. 11.3. If a generating unit has not participated in any Reportable Disturbances, Primary Frequency Response performance may be determined from unit load rejection test data from a system disturbance that caused frequency to deviate more than 0.3 Hz. 11.4. A generating unit’s Primary Frequency Response performance during a Reportable Disturbance may be excluded from the rolling average calculation by the Balancing Authority due to a legitimate operating condition that prevented normal Primary Frequency Response performance. Such exclusion must be approved by the Reliability Coordinator. An example of a condition that may support exclusion of a generating unit from Reportable Disturbances include:  Data telemetry failure. The Balancing Authority may request raw data from the Generator Owner as a substitute. R12. Each Balancing Authority must dispatch Primary Frequency Response reserves such that a single unit trip does not cause Underfrequency Load Shed to occur as described in Section 6 of the Reference Document. Each Balancing Authority is 7/15/2024 Rev 1 Page 5 of 18 responsible for documenting all sources of Primary Frequency Response and must be shared with the other Balancing Authorities, via ICCP. C. Measures M1. The Reliability Coordinator shall require evidence that each Balancing Authority was carrying its Contingency Reserve allocation and Primary Frequency Response reserve allocation as required in Requirement R1. M2. The Balancing Authority shall have evidence it reported each Reportable Disturbance to the Compliance Monitor and that it made the information available to the Obligated Entities within 14 calendar days after the Disturbance as required in Requirement R2. M3. The Balancing Authority shall have evidence it calculated and reported the 12- month average Primary Frequency Response performance of each generating unit annually to the Compliance Monitor with supporting documentation as required in Requirement 3. The Balancing Authority must provide evidence that measurement devices used to measure the PFR of individual units meet the requirements stated in Requirement R3. M4. The Balancing Authority shall provide documentation on how Energy Storage Systems are set to respond to Reportable Disturbances and the parameters listed in R4 must reflect the Coordination Study. The Balancing Authority shall also report the performance of the Energy Storage System when used for Primary Frequency Response. M5. Balancing Authorities using SILOS for Primary Frequency Response shall report how SILOS are programed with their delay times and frequency set points, as well as their performance if used for Primary Frequency Response. SILOS information shall be provided via ICCP when used for Primary Frequency Response. M6. The Reliability Coordinator shall provide evidence that the Primary Frequency Response Obligation was determined hourly as required in Requirement 6. If there are any changes impacting the Primary Frequency Response Obligation, the Balancing Authority shall provide evidence that they notified the other Railbelt Balancing Authorities. M7. The Reliability Coordinator shall provide evidence that the rolling average of the Interconnection’s combined Primary Frequency Response Performance for the 7/15/2024 Rev 1 Page 6 of 18 last (6) six Reportable Disturbances was calculated and made available to the Obligated Entities as required in Requirement 7. M8. The Balancing Authority shall provide evidence that actions were taken to improve the Interconnection’s Primary Frequency Response if the Interconnection’s six-Reportable Disturbance rolling average combined Primary Frequency Response performance was less than the average PFR Obligation from the last six Reportable Disturbances, as required in Requirement R8. The Balancing Authority shall be required to increase their Primary Frequency Response allocation for the next calendar quarter by the amount they were deficient in. M9. Each Generator Owner shall have evidence that it notified the System Operator as soon as practical each time it discovered a governor status change (droop active/inactive) when the generating unit was online and released for dispatch. Evidence may include but not limited to operator logs, voice logs, or electronic communications. M10. The Balancing Authority shall have evidence that they notified the other Railbelt Balancing Authorities within 30 minutes of each discovery of a status change (droop active/inactive) of a governor. They shall also have evidence of steps taken to maintain their Primary Frequency Response Obligation. M11. Each Generator Owner shall have evidence that each of its generating units achieved a minimum rolling average of Primary Frequency Response performance of at least 75% of the Expected Primary Frequency Response as described in Requirement R11. Each Generator Owner shall have documented evidence of any Reportable Disturbances where the generating unit performance was excluded from the rolling average calculation. M12. The Balancing Authority shall have evidence that they dispatched Primary Frequency Response reserves such that a single unit trip does not cause Underfrequency Load Shed to occur. Each Balancing Authority is responsible for documenting their sources of Primary Frequency Response and shared with the other Balancing Authorities via ICCP. D. Compliance C1. Compliance Monitoring Process C1.1. Compliance Enforcement Authority Reliability Organization C1.2. Compliance Monitoring Period and Reset Time Frame 7/15/2024 Rev 1 Page 7 of 18 Compliance for the Primary Frequency Response Policy will be evaluated for each reporting period, as determined by the Reliability Organization. C1.3. Data Retention Each Balancing Authority shall keep the following data or evidence for a minimum of ten years. If any of the following data for a Balancing Authority are undergoing a review to address a question that has been raised regarding the data, the data is to be saved beyond the normal retention period until the question is formally resolved. • The BA shall retain all data for Contingency Reserve and Primary Frequency Response Reserve calculations and allocation for Requirement R1, Measure M1. • The BA shall retain a list of all Reportable Disturbance information for Requirement R2, Measure M2. • The BA shall retain all annual PFR performance reports for Requirement R3, Measure M3. • The BA shall retain all Energy Storage System parameters and performance reports for Requirement R4, Measure R4 • The BA shall retain all SILOS settings information and performance reports for Requirement R5, Measure M5. • The BA shall retain all PFR Obligation calculations, and related methodology and criteria documents for Requirement R6, Measure M6. • The Reliability Coordinator shall retain all data and calculations relating to the Interconnection’s combined Primary Frequency Response, and all evidence of actions taken to increase the Interconnection’s Frequency Response for Requirements R7 and R8, Measure M7 and M8. • The BA shall retain all evidence of Governor status changes and communication of status change for Requirement R9 and R10, Measure M9 and M10. • The BA shall retain all data and calculations for each generating unit performance for Requirement R11, Measure M11. • The BA shall retain documents of all sources of PFR for Requirement R12, Measure M12. C1.4. Additional Compliance Information None. C1. Levels of BA Non-Compliance for Requirement R1, Measure M1 C1.1 Level 1 –– A Balancing Authority failed to provide evidence of carrying its allocated Contingency Reserves. 7/15/2024 Rev 1 Page 8 of 18 Level 2 – A Balancing Authority failed to carry its allocated Contingency Reserves. C2. Levels of BA Non-Compliance for Requirement R2, Measure M2 C2.1 Level 1 – A Balancing Authority failed to report a Reportable Disturbance within 14 days of the Disturbance and make the following information listed in Requirement R1 available to all Obligated Entities. Level 2 – A Balancing Authority failed to report a Reportable Disturbance and make the following information listed in Requirement R1 available to all Obligated Entities. C3. Levels of BA Non-Compliance for Requirement R3, Measure M3 C3.1 Level 2 – A Balancing Authority failed to calculate and submit to the Compliance Monitor the Expected Primary Frequency Response of each generating unit annually within two weeks of the date determined by the Reliability Coordinator. C4. Levels of Interconnection Non-Compliance for Requirement R6, Measure M6 C.4.1 Level 1 – The Reliability Coordinator failed to determine the Primary Frequency Response Obligation and failed to make the methodology and criteria for determination of the PFR Obligation available to the Obligated Entities. C5. Levels of BA Non-Compliance for Requirement R7-R8, Measure M7-M8 C5.1 Level 2–– A Balancing Authority failed to provide evidence that actions were taken to improve the Interconnection’s Primary Frequency Response if the Interconnection’s six-Reportable Disturbance rolling average Primary Frequency Response performance was less than the PFR Obligation. C6. Levels of BA Non-Compliance for Requirement R9-R10, Measure R9-R10 C6.1 Level 1– A Balancing Authority failed to inform the other Railbelt Balancing Authorities within 30 minutes of a governor status change. Level 2– A Balancing Authority failed to inform the other Railbelt Balancing Authorities of a governor status change. C7. Levels of BA Non-Compliance for Requirement R11, Measure M11 C7.1 Level 2– A Generator Owner failed to report and failed to meet a rolling average Primary Frequency Response performance of 75% of Expected Primary Frequency Response on each generating unit. C8. Levels of BA Non-Compliance for Requirement R12, Measure M12 7/15/2024 Rev 1 Page 9 of 18 C8.1 Level 2– A Balancing Authority failed to dispatch Primary Frequency Response reserves such that a single unit trip does not cause Underfrequency Load Shed to occur. E. Definitions Term Acronym Definition Actual Primary Frequency Response Actual PFR The measured response, in MW, of a generating unit during the arrest period of a Reportable Disturbance. Contingency Reserves The provision of capacity deployed by the Balancing Authority to meet the Disturbance Control Standard (DCS) and other Railbelt and Reliability Organization contingency requirements. These reserves are activated throughout the arresting and rebound periods and maintained through the recovery period. Expected Primary Frequency Response Expected PFR The expected primary frequency response of a generating unit is the 12-month average of the generating unit’s performance, updated annually or the available headroom of the unit at the time of the disturbance. The lesser of the two values will be used as the Expected PFR in calculations. Largest Single Instantaneous Generation Continency LSIGC The unit with the largest expected output is the Largest Single Instantaneous Generating Contingency (or combination of units with a single point of interconnection, such as a GSU, forming a single contingency regardless of RAS applications) interconnected to the Railbelt Grid, minus the effects of heat recovery steam generators, HRSGs, at combined cycle plants. Primary Frequency Response PFR Response capability of a generating unit during the frequency arresting period of a Reportable Disturbance. Primary Frequency Response Obligation PFRO The Primary Frequency Response Obligation, calculated in MW, is the amount of Primary Frequency Response reserves that the Railbelt must carry to avoid Underfrequency Load Shed and is equal to the Largest Single Instantaneous Generation Contingency, LSIGC. Primary Frequency Response Reserves PFR Reserves A subset of Contingency Reserves, that is activated during the arrest period, which is equivalent to the Arrest Period Reserves. Reliability Coordinator RC The entity that is the highest level of authority who is responsible for the reliable operation of the Bulk Electric System, has the Wide Area view of the Bulk Electric System, and has the operating tools, processes and procedures, including the authority to prevent or mitigate emergency operating situations in both next-day analysis and real-time operations. The Reliability Coordinator has the purview that is broad enough to enable the calculation of Interconnection Reliability Operating Limits, which may be based on the operating 7/15/2024 Rev 1 Page 10 of 18 parameters of transmission systems beyond any Transmission Operator’s vision. Reportable Disturbance Reportable Disturbances are contingencies involving any generating unit trips, transmission line trips, and distribution level disturbances that result in frequency deviation > 0.3 Hz. 7/15/2024 Rev 1 Page 11 of 18 Attachment 1 Primary Frequency Response Reference Document 1. Introduction This Primary Frequency Response Reference Document provides calculations used to determine Primary Frequency Response Obligations for each utility as required in Requirement 1. This document also provides a methodology for calculating the Primary Frequency Response performance of individual generating units following Reportable Disturbances in accordance with Requirements R3 and R11. The document also provides more information on SILOS setting provided by the Railbelt Contingency Reserves Analysis study done by EPS and dispatching units using the Primary Frequency Response method as described in the study. 2. Contingency Reserve and Primary Frequency Response Reserves Allocation Requirement 1 R1. The Contingency Reserve requirement, which are reserves activated throughout the arresting and rebound periods and maintained through the recovery period, for the Railbelt shall not be less than an amount equivalent to 100 percent of the System Reserve Basis as defined in AKRES-001-2. The Contingency Reserve requirement is allocated among the Balancing Authorities by the load ratio share of a 3-year average of each utility’s coincident peak load, as shown in Section 2 of the Reference Document. 1.1 The Primary Frequency Response Reserves, which are a subset of Contingency Reserves and activated during the arresting period, shall not be less than an amount equivalent to 100 percent of the maximum expected output of the Railbelt’s Largest Single Instantaneous Generating Contingency, LSIGC as defined in this policy. Primary Frequency Response reserves are allocated by the load ratio share of a 3-year average of each utility’s coincident peak load, as shown in Section 2 of the Reference Document. Contingency Reserve and Primary Frequency Response Reserves are allocated by the load ratio share based on a 3-year average of each utility’s coincident peak load. The difference between the calculation of Contingency Reserves and PFR Reserves is the value of the Total System Spinning Reserve Obligation,𝑆𝑆𝑆𝑆𝑆𝑆𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇, in the equation below. For Contingency Reserves, this value is determined by the System Reserve Basis and for PFR Reserves, this value is determined by the LSIGC. 7/15/2024 Rev 1 Page 12 of 18 𝑆𝑆𝑆𝑆𝑆𝑆𝑈𝑈𝑇𝑇𝑈𝑈𝑇𝑇𝑈𝑈𝑇𝑇𝑈𝑈=𝑆𝑆𝑆𝑆𝑆𝑆𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇× 𝑃𝑃𝑃𝑃𝑠𝑠𝑃𝑃𝑃𝑃𝑇𝑇 where 𝑆𝑆𝑆𝑆𝑆𝑆𝑈𝑈𝑇𝑇𝑈𝑈𝑇𝑇𝑈𝑈𝑇𝑇𝑈𝑈 is the Individual Utility Spinning Reserve Obligation 𝑆𝑆𝑆𝑆𝑆𝑆𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇 is the Total System Spinning Reserve Obligation based on the System Reserve Basis 𝑃𝑃𝑃𝑃𝑠𝑠 is a utility’s 3-year average system peak load 𝑃𝑃𝑃𝑃𝑇𝑇 is the Sum of each utility’s 3-year average peak load, 𝑃𝑃𝑃𝑃𝑠𝑠 For the given example, the 𝑆𝑆𝑆𝑆𝑆𝑆𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇, Total Spinning Reserve Obligation, is 60 MW. The 3-year average of each Utility’s Coincident Peak Load was taken from 2020, 2021, and 2022 SCADA data. Utility 3 year avg of System Peak Load Symbol CEA 351.3 MW CEA_Peak Load MEA 146.4 MW MEA_Peak Load GVEA 195.3 MW GVEA_Peak Load HEA 78.1 MW HEA_Peak Load To calculate CEA’s Spinning Reserve Obligation: 𝑆𝑆𝑆𝑆𝑆𝑆𝐶𝐶𝐶𝐶𝐶𝐶=𝑆𝑆𝑆𝑆𝑆𝑆𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇∗ 𝐶𝐶𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿𝐶𝐶𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿+𝑀𝑀𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿+𝐺𝐺𝐺𝐺𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿+𝐻𝐻𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿 𝑆𝑆𝑆𝑆𝑆𝑆𝐶𝐶𝐶𝐶𝐶𝐶=60 𝑀𝑀𝑀𝑀∗351.3 𝑀𝑀𝑀𝑀351.3 𝑀𝑀𝑀𝑀+146.4 𝑀𝑀𝑀𝑀+195.3 𝑀𝑀𝑀𝑀+78.1 𝑀𝑀𝑀𝑀 𝑆𝑆𝑆𝑆𝑆𝑆𝐶𝐶𝐶𝐶𝐶𝐶=27 𝑀𝑀𝑀𝑀 CEA’s Spinning Reserve Obligation To calculate GVEA’s Spinning Reserve Obligation: 𝑆𝑆𝑆𝑆𝑆𝑆𝐺𝐺𝐺𝐺𝐶𝐶𝐶𝐶=𝑆𝑆𝑆𝑆𝑆𝑆𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇𝑇∗ 𝐺𝐺𝐺𝐺𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿𝐶𝐶𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿+𝑀𝑀𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿+𝐺𝐺𝐺𝐺𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿+𝐻𝐻𝐶𝐶𝐶𝐶𝑃𝑃𝑃𝑃𝑇𝑇𝑃𝑃 𝐿𝐿𝑇𝑇𝑇𝑇𝐿𝐿 𝑆𝑆𝑆𝑆𝑆𝑆𝐺𝐺𝐺𝐺𝐶𝐶𝐶𝐶=60 𝑀𝑀𝑀𝑀∗195.3 𝑀𝑀𝑀𝑀351.3 𝑀𝑀𝑀𝑀+146.4 𝑀𝑀𝑀𝑀+195.3 𝑀𝑀𝑀𝑀+78.1 𝑀𝑀𝑀𝑀 𝑆𝑆𝑆𝑆𝑆𝑆𝐺𝐺𝐺𝐺𝐶𝐶𝐶𝐶=15 𝑀𝑀𝑀𝑀 GVEA Spinning Reserve Obligation 7/15/2024 Rev 1 Page 13 of 18 For example, load data from 2020-2022 SCADA Data, the total of each utility’s share of the Spinning Reserve Obligation is summarized below. Utility 3 year avg of System Peak Load CEA 27.3 MW MEA 11.4 MW GVEA 15.2 MW HEA 6.1 MW 3. Primary Frequency Response Calculations of Individual Generating Unit Requirement 3 R3. The Balancing Authority shall calculate the Primary Frequency Response of each generating unit in accordance with this standard and Section 3 of the Primary Frequency Response Reference document. This calculation shall provide a 12- month average of Primary Frequency Response performance. The measuring device used to measure performance must provide recordings of individual units which must be GPS time synchronized and have a sample rate of no more than 30 milliseconds. This calculation shall be completed annually, per the Reliability Coordinator’s assigned date, to update each generating unit’s Expected Primary Frequency Response values. 3.1. The calculation results shall be submitted to the Compliance Monitor and made available to the Balancing Authority within two weeks of a date determined by the Reliability Coordinator. 3.2. If a generating unit has not participated in a minimum of (8) eight Reportable Disturbances in a 12-month period, its performance shall be based on a rolling eight average response. 3.3. If a generating unit has not participated in any Reportable Disturbances, Primary Frequency Response performance may be determined from unit load rejection test data from a system disturbance that caused frequency to deviate more than 0.3 Hz. If there is no data available for the generating unit, its Expected Primary Frequency Response shall be set to 0 MW. 3.4. If a Generator Owner needs to change their generating unit’s Expected Primary Frequency Response value earlier than the annual assigned date, they shall supply the documentation to support the change. Upon approval from the Reliability Coordinator, the Primary Frequency 7/15/2024 Rev 1 Page 14 of 18 Response of the generating unit shall be updated and the Obligated Entities shall be notified on the change. To determine the performance of each generating unit to provide Primary Frequency Response during a Reportable Disturbance, Disturbance Fault Recorder, DFR, recordings are used. Synchrophasor data may also be used upon availability. This calculation shall provide a 12- month average of unit performance which will be used to update the Expected Primary Frequency Response values. The PFR of a unit during a Reportable Disturbance using DFR or Synchrophasor recordings is measured using the following formula: 𝑃𝑃𝑃𝑃𝑆𝑆𝑈𝑈𝑈𝑈𝑈𝑈𝑇𝑇=(𝑀𝑀𝑀𝑀𝑓𝑓min _𝑢𝑢𝑢𝑢𝑢𝑢𝑢𝑢−𝑀𝑀𝑀𝑀𝑓𝑓pre−disturbance )∗60.0 𝐻𝐻𝐻𝐻−59.2 𝐻𝐻𝐻𝐻𝑓𝑓𝑝𝑝𝑝𝑝𝑃𝑃−𝐿𝐿𝑈𝑈𝑠𝑠𝑇𝑇𝑑𝑑𝑝𝑝𝑑𝑑𝑇𝑇𝑈𝑈𝑑𝑑𝑃𝑃−𝑓𝑓min _𝑑𝑑𝑈𝑈𝑈𝑈𝑇𝑇 Where 𝑀𝑀𝑀𝑀𝑓𝑓min _𝑢𝑢𝑢𝑢𝑢𝑢𝑢𝑢 is the unit’s output when unit frequency reaches its minimum. 𝑀𝑀𝑀𝑀𝑓𝑓pre−disturbance is the unit’s output before the Disturbance occurs. 𝑃𝑃𝑃𝑃𝑆𝑆𝑈𝑈𝑈𝑈𝑈𝑈𝑇𝑇 is the primary frequency response of the unit during a Reportable Disturbance. 𝑓𝑓min _𝑑𝑑𝑈𝑈𝑈𝑈𝑇𝑇 is unit’s frequency when the unit reaches its minimum value. Note that, 60.0 𝐻𝐻𝐻𝐻−59.2 𝐻𝐻𝐻𝐻𝑓𝑓𝑝𝑝𝑝𝑝𝑝𝑝−𝑑𝑑𝑢𝑢𝑑𝑑𝑢𝑢𝑢𝑢𝑝𝑝𝑑𝑑𝑑𝑑𝑢𝑢𝑑𝑑𝑝𝑝−𝑓𝑓min _𝑢𝑢𝑢𝑢𝑢𝑢𝑢𝑢 corresponds to EPS’s method of scaling frequency when calculating PFR as it provides a safety margin during calculations as described in Section 12.1 of EPS’s Contingency Reserves Analysis report. The report states “frequencies measured across the system varied by as much as 0.2 Hz… to prevent any individual units from reaching 59.0 and triggering UFLS, PFR values were scaled to 59.2 Hz.” The pre-disturbance frequency corresponds to Point A in Figure 1. The frequency minimum or frequency nadir corresponds to Point C in Figure 1. Primary Frequency Response of a unit is the measured response between these two points. 7/15/2024 Rev 1 Page 15 of 18 Figure 1: BPS Frequency Control Time Frames [Source: NERC] 4. Shed In Lieu of Spin (SILOS) Requirement 5 R5. A Balancing Authority may use SILOS for Primary Frequency Response. Frequency set points and delay times must be set as described in Section 4 of the Reference Document when used for Primary Frequency Response and provided to all Obligated Entities for confirmation and tracking via ICCP or other approved method. The performance of the SILOS shall also be tracked based on the set points and delay times as described in Section 4 of the Reference document when used for Primary Frequency Response. SILOS settings at the time of the Railbelt Contingency Reserves Analysis study did not trigger before Stage 1 Underfrequency Load Shed due to long delay times. The following table, provided by the study, shows five sets of alternate SILOS settings with shorter delay times. All were found to replace reserves on a MW-to-MW basis without entering Stage 1 UFLS. Each Balancing Authority may choose whichever set it finds most appropriate. The percentages represent the percent of SILOS reserves armed at each frequency setpoint. Delay times are the detection and relay time, and not the breaker operating time. 7/15/2024 Rev 1 Page 16 of 18 Set -> 1 2 3 4 5 59.7 Hz 25% 25% 50% 25% 33% 59.4 Hz 25% 50% 50% 75% 33% 59.2 Hz 50% 25% 34% Delay time (cycles) 3 3 or 6 3 or 6 3 or 6 3 or 6 5. Primary Frequency Response Performance Calculation Requirement 11 R11. The Generator Owner shall meet a minimum 12-month rolling average Primary Frequency Response performance of 75% of the Expected Primary Frequency Response value for each generating unit, based on participation in at least eight Reportable Disturbances as described in Section 5 of the Reference Document. 11.1 The Primary Frequency Response performance shall be the ratio of the Actual Primary Frequency Response to the Expected Primary Frequency Response scaled by the deviation of frequency in the arresting period per Reportable Disturbance. The Actual PFR is the measured response, in MW, of a generating unit during the arrest period of a Reportable Disturbance. The Expected PFR of a generating unit is the annually updated values, as calculated in Requirement R3. If the available headroom is less than the Expected PFR listed in the tables at the time of the disturbance, the available headroom will be used in the performance calculation. 11.2 If a generating unit has not participated in a minimum of eight Reportable Disturbances in a 12-month period, performance shall be based on a rolling average of the previous eight Reportable Disturbances. 11.3. If a generating unit has not participated in any Reportable Disturbances, Primary Frequency Response performance may be determined from unit load rejection test data from a system disturbance that caused frequency to deviate more than 0.3 Hz. 11.4. A generating unit’s Primary Frequency Response performance during a Reportable Disturbance may be excluded from the rolling average calculation by the Balancing Authority due to a legitimate operating condition that prevented normal Primary Frequency Response performance. Such exclusion must be approved by the Reliability 7/15/2024 Rev 1 Page 17 of 18 Coordinator. An example of a condition that may support exclusion of a generating unit from Reportable Disturbances include:  Data telemetry failure. The Balancing Authority may request raw data from the Generator Owner as a substitute. This section describes how to calculate the average Primary Frequency Response for each generating unit over a 12-month period with a minimum of (8) Reportable Disturbances. This is to establish whether the unit is in compliance with its PFR obligation. The P.U. PFR is the per unit measure of the Primary Frequency Response of a unit during Reportable Disturbances. The average of the unit’s PFR during a 12-month period must be greater than or equal to 0.75. 𝐶𝐶𝐴𝐴𝐴𝐴𝑃𝑃𝑃𝑃𝑝𝑝𝑈𝑈𝑇𝑇𝐿𝐿=[𝑃𝑃.𝑈𝑈. 𝑃𝑃𝑃𝑃𝑆𝑆𝑑𝑑𝑈𝑈𝑈𝑈𝑇𝑇]≥0.75 Where 𝑃𝑃.𝑈𝑈. 𝑃𝑃𝑃𝑃𝑆𝑆𝑑𝑑𝑈𝑈𝑈𝑈𝑇𝑇=𝐶𝐶𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴 𝑃𝑃𝑃𝑃𝑆𝑆𝑑𝑑𝑈𝑈𝑈𝑈𝑇𝑇𝐶𝐶𝐸𝐸𝐸𝐸𝐸𝐸𝐴𝐴𝐴𝐴𝐸𝐸𝐸𝐸 𝑃𝑃𝑃𝑃𝑆𝑆𝑑𝑑𝑈𝑈𝑈𝑈𝑇𝑇∗∆𝑓𝑓 Where 𝐶𝐶𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴 𝑃𝑃𝑃𝑃𝑆𝑆𝑈𝑈𝑈𝑈𝑈𝑈𝑇𝑇=(𝑀𝑀𝑀𝑀𝑓𝑓min _𝑢𝑢𝑢𝑢𝑢𝑢𝑢𝑢−𝑀𝑀𝑀𝑀𝑓𝑓pre−disturbance ) is the measured response of the unit during the arrest period. 𝐶𝐶𝐸𝐸𝐸𝐸𝐸𝐸𝐴𝐴𝐴𝐴𝐸𝐸𝐸𝐸 𝑃𝑃𝑃𝑃𝑆𝑆𝑈𝑈𝑈𝑈𝑈𝑈𝑇𝑇 is the expected PFR of the unit or the available headroom on the unit. The expected PFR used in the calculation is the lesser value of the two. ∆𝑓𝑓=𝑓𝑓𝑝𝑝𝑝𝑝𝑃𝑃−𝐿𝐿𝑈𝑈𝑠𝑠𝑇𝑇𝑑𝑑𝑝𝑝𝑑𝑑𝑇𝑇𝑈𝑈𝑑𝑑𝑃𝑃−𝑓𝑓min _𝑑𝑑𝑈𝑈𝑈𝑈𝑇𝑇 is the frequency deviation from right before the Disturbance occurs to when the unit’s frequency reaches its minimum value. If the unit would be considered operating at full capacity, its expected PFR would be set to 0 MW and would still be included to calculate the average performance unless exclusion is approved by the Reliability Coordinator. 6. Primary Frequency Response Dispatch Requirement 12 R12. Each Balancing Authority must dispatch Primary Frequency Response reserves such that a single unit trip does not cause Underfrequency Load Shed to occur as described in Section 6 of the Reference Document. Each Balancing Authority is responsible for documenting all sources of Primary Frequency Response and must be shared with the other Balancing Authorities, via ICCP. 7/15/2024 Rev 1 Page 18 of 18 The Primary Frequency Response method, described in the EPS study, focuses on the turbine/governor response of each unit and assigns the available arrest period reserves for each unit. The units that increase their output more rapidly than other units, contribute more to arresting frequency and UFLS prevention than units with a slower response. Reserves are allocated on a MW basis for each unit. Each unit has an “upper limit” which is defined as the PFR of the unit. For example, if a unit has 20 MW of headroom, but its upper limit is 8 MW, then only 8 MW of Primary Frequency Response can be allocated to the unit. Tables 10, 11, and 12 of the EPS Railbelt Contingency Reserves Analysis Study summarizes the simulated PFR values for each individual unit which will be updated annually as stated in Requirement R3. This value is the maximum allowable reserve that can be allocated to a unit under the assumption that the unit has adequate headroom. If the headroom is less than the Expected PFR of the unit, the lesser of the two values will be assigned to the unit. When dispatching units, the sum each online unit ’s PFR must be equal to or greater than the Largest Single Instantaneous Generation Contingency. As required in Requirement 13, Primary Frequency Response reserves shall be dispatched such that a single unit trip does not cause an Underfrequency Load Shed event to occur. Intertie Management Committee Meeting Operator Report July 26, 2024 1. Alaska Intertie usage report a. MWh usage – Measured at Douglas Substation, YTD GVEA MEA Total i. July – June FY24 270,743 26,792 297,535 ii. July – June FY23 228,005 38,665 266,670 iii. Delta - FY24 to FY23 18.74% (-30.71%) 11.57% 2. Alaska Intertie trips to report No Alaska Intertie outages to report 3. IOC quarterly Reliability Report For generation trips or transmission line trips where the loss of load is known, the Railbelt-wide frequency response is calculated. The magnitude of the tripped power and the change in frequency from the pre-trip value to the peak or nadir are used to calculate the MW/0.1Hz value often known as ‘Beta’. Chugach has calculated the Beta for several events and the table of the results is pasted below. Events without data for the MW magnitude of the trip were excluded, as were events that did not cause a frequency deviation greater than 0.2 Hz. Event Date Time MW Tripped Pre-Trip Frequency (Hz) High /Low Frequency (Hz) Frequency Response (MW/0.1Hz) Southern Tie Trip 5/12/2024 3:24:00 23.8 60.04 59.64 6.0 EGS Unit Trip 6/14/2024 14:15:38 16.9 60.02 59.77 6.9 Healy 2 Trip 6/30/2024 20:30:42 60.0(est) 60.02 59.06 6.2