1 2 3 4 5 6 7 8 9 10 SIWG Phase 3 DER Functions: 11 Recommendations to the CPUC for Rule 21, 12 Phase 3 Function Key Requirements, and 13 Additional Discussion Issues 14 15 March 31, 2017 16 17 FINAL 18 19 20 SIWG Phase 3 Working Document March 31, 2017 Final i 21 Table of Contents 22 EXECUTIVE SUMMARY . 1 23 1. SCOPE OF THIS DOCUMENT. 3 24 2. KEY REQUIREMENTS OF RECOMMENDED SIWG PHASE 3 FUNCTIONS . 3 25 2.1 Key Concepts for Phase 3 Functions . 3 26 2.2 Recommended SIWG Phase 3 DER Functions and Key Requirements for Inclusion in Rule 21 . 4 27 2.3 Key Monitored Information . 10 28 3. TIMEFRAME FOR IMPLEMENTING MANDATED PHASE 3 FUNCTIONS . 12 29 4. BACKGROUND INFORMATION . 14 30 4.1 DER Functions: Direct Actions and Modes . 14 31 4.2 Use of EPRI Report as Input for SIWG Phase 3 Functions . 14 32 4.3 Use of IEC 61850-7-420 Information Model for DER System Interactions . 15 33 4.4 Use of Parameters to Help Describe the Phase 3 Functions . 15 34 5. BASIC DEVICE SETTINGS AND LIMITS . 16 35 5.1 Electrical Connection Points (ECP) and Referenced Points . 16 36 5.2 Key Monitored Information . 17 37 5.3 Basic Power Settings and Nameplate Values . 18 38 5.4 Voltage Normalization Settings . 19 39 5.5 Active Power Ramp Rate Settings . 20 40 5.6 Accuracy Settings . 21 41 6. DER CEASE TO ENERGIZE AND RETURN TO SERVICE REQUEST . 21 42 6.1 Scope of this Function . 21 43 6.2 Requirements and/or Use Cases for this Function . 21 44 6.3 Description of the Cease to energize Command . 21 45 6.4 Description of the Return to service Command . 22 46 7. LIMIT MAXIMUM ACTIVE POWER MODE . 23 47 7.1 Scope of this Function . 23 48 7.2 Requirements/Use Cases . 23 49 7.3 Description of Function . 23 50 8. SET ACTIVE POWER MODE . 25 51 8.1 Scope of this Function . 25 52 8.2 Requirements/Use Cases . 25 53 8.3 Description of Function . 25 54 9. FREQUENCY-WATT MODE . 26 55 9.1 Scope of this Function . 26 56 9.2 Requirements/Use Cases . 26 57 9.3 Frequency-Watt Function for Emergency Situations . 26 58 9.4 Frequency-Watt Function for Smoothing Frequency . 27 59 9.4.1 Configuration Data . 30 60 SIWG Phase 3 Working Document March 31, 2017 Final ii 9.4.2 Relative Prioritization of Modes . 31 61 10. VOLT-WATT MODE . 31 62 10.1 Scope of this Function . 31 63 10.2 Requirements/Use Cases . 31 64 10.3 Description of Function . 32 65 10.3.1 Defining “Percent Voltage”, the Array X-Values . 32 66 10.3.2 Application to ESS (Two-Way Power Flows) . 33 67 10.3.3 Limiting the Rate of Change of the Function . 33 68 10.3.4 Using Modes for Handling of Multiple Volt-Watt Configurations . 33 69 10.3.5 Scheduling Volt-Watt Modes . 34 70 10.3.6 Resulting Block Diagram. 34 71 10.3.7 Resulting Configuration Data . 35 72 10.3.8 Interaction of this Function with the Intelligent Volt-Var Function . 35 73 11. DYNAMIC REACTIVE CURRENT SUPPORT MODE . 36 74 11.1 Scope . 36 75 11.2 Requirements/Use Cases . 36 76 11.3 Description of Function . 36 77 11.3.1 Event-Based Behavior . 37 78 11.3.2 Alternative Gradient Shape . 38 79 11.3.3 Blocking Zones . 39 80 11.3.4 Relationship to the Static Volt-Var Function . 39 81 11.3.5 Dynamic Reactive Current Support Priority Relative to Watts . 39 82 11.3.6 Settings to Manage this Function . 40 83 12. SCHEDULING POWER VALUES AND MODES . 41 84 12.1 Scope of this Function . 41 85 12.2 Requirements/Use Cases . 41 86 12.3 Description of Function . 42 87 13. DER FUNCTIONS “ALSO IMPORTANT” TO DER INTEGRATORS AND OTHER THIRD PARTIES . 45 88 13.1 Overview of Additional DER Functions . 45 89 13.2 Active Power Smoothing Mode . 48 90 13.2.1 Scope of this Mode . 48 91 13.2.2 Requirements/Use Cases . 48 92 13.2.3 Description of the Function . 48 93 13.3 Dynamic Volt-Watt Function . 50 94 13.3.1 Scope of this Function . 50 95 13.3.2 Requirements/Use Cases . 50 96 13.3.3 Description of Function . 50 97 13.4 Watt-Power-factor Function . 51 98 13.4.1 Scope of this Function . 51 99 13.4.2 Requirements/Use Cases . 51 100 13.4.3 Description of Function . 51 101 13.5 Active Power Following Mode . 52 102 13.5.1 Scope of this Function . 52 103 13.5.2 Load Following . 52 104 SIWG Phase 3 Working Document March 31, 2017 Final iii 13.5.3 Generation Following . 53 105 13.5.4 Allowing for Proportional Load/Generation Following . 54 106 13.5.5 Settings to Manage this Function . 54 107 13.6 Price or Temperature Driven Functions . 54 108 13.6.1 Scope of this Function . 54 109 13.6.2 Requirements/Use Cases . 55 110 13.6.3 Description of Function . 55 111 13.7 Peak Power Limiting Function . 55 112 13.7.1 Scope of this Function . 55 113 13.7.2 Requirements/Use Cases . 55 114 13.7.3 Description of Function . 55 115 13.8 Price-Based Active Power Function . 58 116 13.8.1 Scope of this Function . 58 117 13.8.2 Requirements/Use Cases . 58 118 13.8.3 Description of Function . 58 119 13.9 Coordinated Charge/Discharge Management Function . 60 120 13.9.1 Scope of this Function . 60 121 13.9.2 Requirements/Use Cases . 60 122 13.9.3 Description of Function . 60 123 13.9.4 Duration at Maximum Charging and Discharging Rates . 61 124 125 126 SIWG Phase 3 Working Document March 31, 2017 Final iv Table of Figures 127 128 129 Figure 1: DER electrical connection points (ECP) and the point of common coupling (PCC) . 16 130 Figure 2: Basic Power Settings Illustration . 19 131 Figure 3: Offset Voltage Illustration . 20 132 Figure 4: Example DER Diagram showing possible disconn