Unused Generation Capacity Study Scope. Informational Analysis

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1 Unused Generation Capacity Study Scope Informational Analysis MISO Jan 9, 2014

2 Table of Contents 1.0 Project Overview Scope of Work Phase 1 - Preliminary Analysis Phase 2 System Impact Studies General Process Model and Input File Building Analysis Phase 3 Engineering Design and Recommendation Phase Project Deliverables Project Schedule and Milestones Communication Plan Project Personnel P age

3 1.0 Project Overview The joint OMS-MISO survey results indicated a potential capacity short-falls in the MISO North and Central region by summer As part of the mitigation plans for the projected capacity shortfall, MISO is undertaking several parallel efforts. One of them is to evaluate potential solutions to stranded capacity under varying conditions. Parallel efforts: Evaluate potential solutions to stranded capacity resources under varying conditions Establish specific availability and use conditions of load modifying resources Establish South to Central and North capacity transfer availability Eliminate barrier to efficient capacity transactions Our role in these processes is to provide stakeholders information on alternative mitigation solutions for the potential capacity short-falls. PURPOSE: The purpose of this analysis is to identify potential mitigation plans for unlocking unused capacity in the MISO North and Central regions. The unlocked capacity may serve as a potential solution for the projected capacity shortfalls. FOCUS AREA: This study is looking at delivery year 2016 only. The main focus is on identifying solutions to convert generation capacity that is currently ineligible to qualify as Planning Resources in the annual Planning Resource Auction (PRA). These resources do not qualify for the PRA due to inadequate Interconnection Service with either: Generation tested capability exceeding its Total Interconnection Service Level, or Generation registered as an Energy Resource Interconnection Service. PROCESS: MISO staff will work closely with our member Transmission Owners (TO), generators, Organization of MISO States (OMS), Load Serving Entities (LSE), and other interested stakeholders to determine the necessary network upgrade options that could allow these resources to qualify for the PRA under Network Resource Interconnection Service (NRIS). No new Interconnection Service will be granted outside of the formal Attachment X procedures. COST ALLOCATION: No new cost allocation is proposed for identified transmission options. 3 P age

4 2.0 Scope of Work Dec Jan 2014 Dec Jan 2014 Feb - June 2014 June - Sept 2014 Scoping and Initialization Phase 1 - Preliminary Analysis Phase 2 - System Impact Study Phase 3 - Engineering Design and Recommend ation Phase The following is a brief outline of the project: Scoping and Initialization: Determine schedule and plan for the project; create detailed scope of studies to mitigate transmission constraints that are limiting the generation capacity. Phase 1 Preliminary Analysis Phase: Calculate initial Unused Capacity in MISO North and Central Region based on MISO 2013 Long-Term Reliability Assessment (LTRA) study results; refined unused generation capacity numbers based on latest information. Phase 2 System Impact Study: Conduct impact studies to identify Network Upgrade options: Provide constraints, mitigation plans, and high-level cost by zones Estimate unlock MW by zones and years Determine with TOs the Network Upgrades (NU) Determine LSEs that are the shortest in capacity Based on the timing of zonal data, work to schedule stakeholder meetings to discuss results Phase 3 Engineering Design and Recommendation Phase: Coordinate with TO's for further detailed design and implementation analysis. Report out on Resource Adequacy impacts in MISO assessment as part of the NERC 2014 Long-Term Reliability Assessment (LTRA), and make final recommendations on the mitigation plan. Phase 1 3 will be introduced in more details in the following sub-sections. 4 P age

5 2.1 Phase 1 - Preliminary Analysis The initial step of the Phase 1 is to calculate and validate the unused capacity in MISO North and Central region; and to identify the potentially recoverable unused capacity. Then, the recoverable MWs will be identified in the 7 Local Resource Zones. This initial calculation is based on the data from NERC 2013 Long-Term Reliability Assessment. The numbers will be further refined based on latest information. The second step is to categorize the unused capacity into different buckets and to identify appropriate technical studies or processes to unlock them. Currently, there are three available routes: A detailed technical scope of the study will be created at the end of Phase 1. The resulting technical scope is used to mitigate the transmission constraints and is served as a guideline for the Phase 2 and 3 of the project. 2.2 Phase 2 System Impact Studies Here, MISO will conduct and complete the impact studies to identify the aforementioned Network Upgrade options. An Ad hoc Group, including impacted Transmission Owners, Generator Owners and other interested parties, will be formed and review technical scope, verify models, review results and provide mitigation solutions General Process There are mainly three buckets of unused generation: Group 1 Energy Resource Interconnection Service (ERIS) generation need to obtain Network Resource Interconnection Service (NRIS) Group 2 Other non- NRIS generation Group 3 - Generators Limited by total Interconnection Service Level 5 P age

6 Group 1 is generators that have Energy Resource Interconnection Service (ERIS) or partial Network Resource Interconnection Service (NRIS), which could potentially be upgraded to higher level Network Resource Interconnection Service. Group 2 is other types of non-network Resource generation. It includes generators which are not connecting onto transmission system under MISO s functional control and existing generators with Provisional Interconnection Agreement (PIA). Group 3 is generators with higher MW capability than their total Interconnection Service level. Phase 2 study analysis will follow the general process illustrated below. Model/Input File Building Deliverability Study for Energy Only Generators Energy Resource Interconnection Service Study Interconnection Level Limited + Energy Only Generator Deliverability Study Study Report Model/Input File Building: Steady State model building Stability model building Input file creation Disturbance creation Analysis: Deliverability study for Energy Only Generators (model Group 1 generators) Energy Resource Interconnection Service impact study (model Group 1 and Group 3 generators) 6 P age

7 o Steady state analysis o Stability analysis o Short-circuit analysis Deliverability study for Interconnection Limited and Energy Only Generators (model Group 1, Group 2 and Group 3 generators) Scenario: Two scenarios will be analyzed Base Scenario: To provide information on what transmission network upgrades are needed to unlock the existing unused generation capacity in the MISO North and Central, taking into account of all existing generation on the ground and the signed GIA generators that will be in service by 2016 summer. Bookend Scenario: To provide information on what transmission network upgrades are needed to unlock the existing unused generation capacity in the MISO North and Central, taking into account of all existing generation on the ground, signed GIA generators and generators queued up to DPP-Feb-2014 cycle Model and Input File Building The following models will be built for the study: Base Scenario Bookend Scenario Dynamic 2016 SUPK ERIS base case model 2016 SUPK ERIS bookend case model 2016 SUOP dynamic model 2016 SUOP ERIS base case model 2016 SUOP ERIS bookend case model 2016 SUPK NRIS base model 2016 SUPK NRIS bookend model 7 P age

8 Load Assumptions: Summer Peak o MTEP 2014 Series 2016 Summer Peak MOD Bus Load Generator (BLG) and Device (DEV) Profiles for MISO Internal representation o MTEP 2014 Series 2016 Summer Peak MOD BLG and DEV Profiles for MISO Internal representation Summer Off-Peak o Start from MTEP 2014 Series 2015 Spring Light Load MOD BLG and DEV Profiles for MISO Internal representation; adjust to make it present 2016 Summer shoulder peak o ERAG MMWG 2013 Series: 2015 Spring for non-miso representation Transmission Assumptions: MOD Projects (with In-Service Date of or prior to 07/15/2016) o MTEP A: Planned o MTEP B: Target MTEP A o MTEP C: Target MTEP A o Non-MTEP MISO: Planned o Non-MISO Network: Planned o Base Case Change: Correction Network Upgrades for prior-queued projects Generation Assumptions: Base Scenario: o Include In-Service Generation o Include Generators with signed GIA and with in-service data of or prior to 07/15/2016 o Exclude queued generation without signed IA yet Bookend Scenario o Include In-Service Generation o Include Generators with signed GIA o Included DPP generation queued before Feb 1, 2014 Generation Dispatch Assumptions: ERIS Summer Peak o Wind at 20% of nameplate rating o Attachment Y retirement generation adjustment o Local Balancing Area Dispatch (from MOD with above adjustments and system swing balanced) 8 P age

9 o Area Interchange to respect net MISO interchange from ERAG MMWG model NRIS Summer Peak o Built on ERIS Summer Peak o NRs dispatched to meet load, losses and interchange obligation on a control area basis based on data provided in MOD o ERs dispatched as needed on a control area level ERIS Summer Off-Peak o In the base case, wind at 90% of nameplate rating, baseload generation dispatched as needed to meet load, loss and interchange obligation o In the bookend case, wind at 100% of nameplate rating, baseload generation at 100% o Attachment Y retirement generation adjustment o Local Balancing Area Dispatch (from MOD with above adjustments and system swing balanced) o Area Interchange to respect net MISO interchange from ERAG MMWG model Input Files: Monitored Areas: MISO North and Central + its first-tier seam areas + MISO South areas that are close to North/Central o Started from MTEP13 monitor files o 69 kv in the following areas o MISO North and Central : HE, DEI, SIGE, IPL, NIPS, METC, ITCT, WEC, BREC, CWLD, AMMO, AMIL, CWLP, SIPC, XEL, MP, SMMPA, GRE, OTP, ITCM, MPW, MEC, MDU, DPC, ALTE, WPS, MGE, UPPC, MRES (Zones ) o MISO South : EAI, EES o First-tier Seams : MH, FE, OVEC, DEO&K, DLCO, CE, LGEE, AEP(Zones 1252, 1256), MIPU, KACY, INDN, NPPD, OPPD, LES, WAPA, AECI, TVA, SPA, AEPW, KCPL Contingency Area: Areas same as above o MTEP13 contingencies o System intact (category A) o Single contingencies (category B), 69 kv in contingency areas o Additional contingencies provided by ad hoc group Subsystems: o Definition of study areas o NRIS generators 9 P age

10 Dynamic Model: Starting Power Flow Case: o 2016 Summer Off-Peak case developed in steady state Starting Dynamic Model: o MTEP Should dynamic snapshot Disturbances: Regional Disturbances o A selective set of regional disturbances from MTEP 13 stability package will be run Local disturbances o Around the generation sites, where generator capacity change > 5 MW o Single-line-to-ground faults with normal clearing of remote line terminals and delayed clearing (including breaker failure switching) of local facilities, and o Three-phase line-to-ground faults with normal clearing of all applicable facilities Analysis There will be primarily four types analyses: Steady State Transient Stability 10 P age

11 Short-Circuit Deliverability Steady State Analysis The study will identify thermal and voltage violations with the addition of new injection MW. N-0 and N-1 Contingency analyses will be performed for post-generation and pre-generation addition cases. Network Upgrades will be identified if system performance does not meet MISO criteria. Transient Stability Analysis The transient stability analysis shall examine the stability of the generation MW increase and other generators in study vicinity. The relative performance of the Transmission System with/without the generation MW increase and, with/without appropriate system disturbances, will be analyzed. The disturbances selected for the stability study switching analysis are severe tests of system performance to establish the feasibility of the injection MW addition. Similarly, Network Upgrades will be identified if system performance does not meet criteria. Short-circuit Analysis Three-phase line-to-ground and Single-line-to-ground short-circuit analyses will be performed with/without generation MW increase to determine whether the interrupting capability of the Transmission Owners transmission Facilities is adequate. Breaker duty violations caused by additional generation interconnection MW will require mitigation. Deliverability Analysis Deliverability analysis will be performed to upgrade generators interconnection service from Energy Resource Interconnection Service (ERIS) to Network Resource Interconnection Service (NRIS). For detailed study methodology, please see MISO Deliverability white paper. The System Impact Study will provide the followings by zones and years: Reliability constraints that are caused by the increased Interconnection MW Preliminary list of electric system components that must be upgraded or constructed to accommodate the proposed generation interconnection, especially those can be done prior to March 2016 Whether or not acceleration of the Multi-Value Projects (MVP) can resolve some of those limitations Preliminary cost estimate of the transmission facility modifications and additions 11 P age

12 2.3 Phase 3 Engineering Design and Recommendation Phase MISO will coordinate with TO's for further detailed design and implementation analysis of the potential mitigation plans. At the end of Phase 3, project team will work with stakeholders to determine the set of Network Upgrades for final recommendations. Once incremental increases in capacity are identified, MISO will incorporate impacts on Zonal Resource Adequacy in its annual assessment as part of the NERC 2014 LTRA and provide projected Planning Resource qualifications in MISO Resource Assessment for 2016 planning year. 3.0 Project Deliverables Study Scope: o Detailed studies scope to identify and mitigate transmission constraints that are limiting the capacity Study Package: o Study models, input files, and assumption documents Study Report(s): Study report summarizing the analysis (power flow, contingency and transient stability) performed, constraints identified, mitigation plan options, and planning level cost estimation o Transmission constraints, mitigation plans, and high-level cost by zones o Estimate unlock MW by zones and years o Set of Network Upgrades for recommendation Planning Resource Qualification Results Summary: o Unused generation capacity in the MISO North and Central region that are currently not qualified as planning capacity resources o A summary of projected new Planning Resource qualifications in MISO Resource Assessment for 2016 planning year 4.0 Project Schedule and Milestones Task Schedule/ Status Scoping and Initialization Dec 2013 Jan 2014 Create detailed scope of technical studies necessary to mitigate transmission constraints limiting capacity Create schedule and estimate Phase 1 -Preliminary Analysis (scoping) phase Dec 2013 Jan P age

13 Task Schedule/ Status Calculate initial Unused Capacity Numbers Refine Unused Capacity Numbers Phase 2 System Impact Studies (SIS) Phase Jan 2014 June 2014 Model Building Input file creation Conduct and complete technical studies to identify necessary Network Upgrade options Phase 3 Engineering Design and Recommendation Phase June 2014 Sept 2014 Coordinate with TO's for further detailed design and implementation analysis Make final recommendations on mitigation plans 5.0 Communication Plan Meetings Team meetings: The project team will hold bi-weekly project meetings, or as needed. The first half of the meetings will focus project plan reviews, status report updates, and action items. The second half of these meetings will be used to discuss technical design and execution questions. Stakeholder Meetings: Throughout the project, project team will have extensive outreach and coordination to MISO Stakeholder community. During the System Impact Study phase, the project team will also have monthly meetings with stakeholders through Planning Subcommittee (PSC) to discuss project status, schedules and results; and to solicit feedback and mitigation options. Project team will also periodically report to Planning Advisory Committee (PAC) on project general status and progress. Written Status Updates Transmission Planning Status Report: Update will also be provided periodically to external stakeholders through the monthly Transmission Planning Status Report. 13 P age

14 6.0 Project Personnel Executive Sponsor Project Consultant Project Lead Patrick Brown Digaunto Chatterjee Ling Hua Project Team Scott Quenneville (Analysis) Swaraj Jammalamadaka (Analysis) Timothy Kopp (Modeling) Nihal Mohan (Modeling) 14 P age

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