IEEE P2030 Smart Grid Interoperability Standards Development Kick-Off Meeting June 3-5, 2009

Transcription

1 IEEE P2030 Smart Grid Interoperability Standards Development Kick-Off Meeting June 3-5, 2009 Hosted by INTEL, Corporation, Santa Clara, CA IEEE Standard 2030 Guide for Smart Grid Interoperability of Energy Technology and Information Technology operation with the Electric Power System (EPS) and End-Use Applications and Loads Dick DeBlasio IEEE Standards Board Member and Liaison to U.S. DOE, NIST, and SCC21 Chair

2 IEEE P2030 Working Group Officers IEEE Project - P2030 Draft Guide for Smart Grid Interoperability of Energy Technology and Information Technology Operation With the Electric Power System (EPS), and End-Use Applications and Loads Chair: Dick DeBlasio Vice Chair: Tom Prevost CO-Chairs: Bob Grow, Sam Sciacca, Stefano Galli, Bob Heile Secretary: Tom Basso

3 Some Smart Grid Definitions an automated, widely distributed energy delivery network characterized by a two-way flow of electricity and information, capable of monitoring and responding to changes in everything from power plants to customer preferences to individual appliances. a smart grid is the electricity delivery system (from point of generation to point of consumption) integrated with communications and information technology (Note: Other definitions may also be in the eyes of the beholder and multiple definitions may be a result of layers or sub-tiers of interoperability and end use applications but will have commonality once understood.)

4 IEEE P2030 Guide to Interoperability Body of Smart Grid Standards Energy Information Communications Interoperability Energy Information Communications Bridge of Discovery

5 P2030 Draft Guide for Smart Grid Interoperability of Energy Technology and Information Technology Operation With the Electric Power System (EPS), and End-Use Applications and Loads. (PAR Approved March 19, 2009) Scope and Purpose Scope: This document provides guidelines for smart grid interoperability. This guide provides a knowledge base addressing terminology, characteristics, functional performance and evaluation criteria, and the application of engineering principles for smart grid interoperability of the electric power system with end use applications and loads. The guide discusses alternate approaches to good practices for the smart grid. Purpose: This standard provides guidelines in understanding and defining smart grid interoperability of the electric power system with end-use applications and loads. Integration of energy technology and information and communications technology is necessary to achieve seamless operation for electric generation, delivery, and enduse benefits to permit two way power flow with communication and control. Interconnection and intra-facing frameworks and strategies with design definitions are addressed in this standard, providing guidance in expanding the current knowledge base. This expanded knowledge base is needed as a key element in grid architectural designs and operation to promote a more reliable and flexible electric power system.

6 Agenda Santa Clara CA: INTEL HQ June 3 Wednesday - 9 am 5:00 pm - IEEE SCC21 P2030 general session: 9:00-9:15 - Welcome IEEE SC221 Dick DeBlasio and INTEL host and logistics announcement Grace Wei, Manager, Corporate Standards Office 9:15 9:30 - Introduction: IEEE SCC21 Chair Dick DeBlasio and P2030 Officers 9:30 10:00 - NIST Program Overview and Status Dr. George Arnold, National Coordinator for Smart Grid Interoperability 10:00 to 10:30 IEEE SCC21 P2030 Project: - Dick DeBlasio 10:30 10:45 Break 10:45 11:00 - IEEE SCC21 Project Coordination: Tom Basso, SCC21 and P2030 Secretary :15 - IEEE meeting protocol: Bill Ash, IEEE SCC21 Standards Liaison 11:15-12 noon P2030 Development General Concepts: Tom Basso, SCC21 P2030 Secretary Lunch 12-1:30 (provided by INTEL)

7 June 3 - Wednesday Afternoon - (1:30 to 5:00 PM) - IEEE SCC21 P2030 General Session Continued: 1:30-3PM co-chairs Overview of Planned Breakout Sessions 1:30 to 2:00 - Sam Sciacca, Tom Prevost - TF 1 PE Technology 2:00 to 2:30 - Bob Grow - TF 2 - IT Technology 2:30 to 3:00 - Stefano Galli, Bob Heile - TF 3 - Communications Technology 3:00-3 :30 Break 3:30 to 4:45 - open discussion (Q&A; includes Web questions chat window) 4:45 - adjournment for the day 5:00 7:00 - Post-meeting optional event hosted by INTEL: Networking event and Technology Showcase (including short presentation: Intel energy initiatives technology demo)

8 June 4 Thursday (8:30 am 5 pm) 9:00 am - IEEE SCC21 P2030 breakout sessions - Three Task Forces: TF-1 PE Technology - TF-2 IT Technology- TF-3 - Communications Technology 10:30-10:45 Break Break Out Session - Continued Lunch 12-1:00 (provided by INTEL) Break Out Sessions - Continue 3:00-3:30 Break Break Out Session - Continued 5 pm - adjournment for the day

9 June 5 Friday Morning (8:30 am to 1 pm (adjournment of Meeting) 9:00 am 1:00 pm - IEEE SCC21 P2030 general session: Task group Co-Chair Breakout Session Reports 9:00 to 9:30 - TG-1 - Power Engineering Technology 9:30 to 10:00 - TG-2 - Information Technology 10:00 to 10:30 - TG-3 - Communications Technology 10:30-11:00 Break 11:00 am to 1:00 pm- General open discussions, identify and or make assignment. Plans for next meeting and location 1PM - Meeting Adjournment

10 Grid Modernization Today s Electricity Tomorrow s Choices e - Power park Fuel Cell Wind Farms Hydrogen Storage Industrial DG Remote Loads Rooftop Fuel Cell Photovoltaics e - SMES Smart Substation Load as a resource Combined Heat and Power

11 Interoperability Smart Grid Concepts Bulk Power Substations Systems Approach Interconnection & Interfaces Technical Standards Advanced Technologies Systems Integration sensors (Also, larger DER on transmission) Transmission System sensors sensors Distribution System Load Management EV Communications and Information Technology Information Flow, Data Management, Monitor & Control DER Interconnection Combined Heat & Power sensors

12 Task Forces 1. Power Engineering Technology (IEEE P2030 TF-1) Address - Smart Grid Definitions, Topologies, Interoperability, end-use, interfaces, and integration, etc.) Systems Approach focused on Functional and Performance Attributes including Test and Verification methods Co-Leaders : Sam Sciacca Tom Prevost Recorder: Tom Basso

13 Task Forces 2. Information Technology (IEEE P2030 TF-2) Address - Smart Grid Definitions, Topologies, Interoperability, end-use, interfaces, and integration, etc.) Systems Approach focused on Functional and Performance Attributes including Test and Verification methods Co-Leaders : Bob Grow Recorder: Mike Coddington

14 Task Forces 3. Communications Technology (IEEE P2030 TF-3) Address - Smart Grid Definitions, Topologies, Interoperability, end-use, interfaces, and integration, etc.) Systems Approach focused on Functional and Performance Attributes including Test and Verification methods Co-Leaders : Stefano Galli Bob Heile Recorder: Ben Kroposki

15 P2030 Overall Goals 1. Provide guidelines in understanding and defining smart grid interoperability of the electric power system with end-use applications and loads 2. Focus on integration of energy technology and information and communications technology 3. Achieve seamless operation for electric generation, delivery, and end-use benefits to permit two way power flow with communication and control 4. Address interconnection and intra-facing frameworks and strategies with design definitions 5. Expand knowledge in grid architectural designs and operation to promote a more reliable and flexible electric power system 6. Stimulate the development of a Body of IEEE 2030 smart grid standards and or revise current standards applicable to smart grid body of standards.

16 Expected Outcome from this Meeting 1. Develop a Preliminary Guide Outline and Work Plan by each Task Force (T1, T2, and T3) and time line (schedule) 2. Make Task Force Assignments 3. Understand Working Relations and Process 4. Develop a Collegial Atmosphere 5. Learn and Discover 6. Work as a Team, Make Friends, and Produce Results

17 Fostering Technological Innovation and Excellence For The Benefit Of Humanity Thank You

18 The Smart Grid NIST Smart Grid Interoperability Framework George W. Arnold, Eng.Sc.D. National Coordinator for Smart Grid Interoperability National Institute of Standards and Technology June 3, 2009

19 The Smart Grid Drivers for the Smart Grid Achieving Changes in Generation Renewables Variability Storage Distributed resources Load Reduce peaking Energy management Plug in vehicles Reliability and security Improved measurement and control Risk-based methodology Requires Automated management, operation, control 2-way flow of power and information Interoperability at many levels 19 Standards

20 The Smart Grid The Need for Standards is Urgent Example: Smart Meters $40 - $50 billion dollar deployment nationwide Underway now ARRA will accelerate Rapid technology evolution Absence of firm standards 20 Source: Congressional Research Service Report

21 The Smart Grid The NIST Role Energy Independence and Security Act (EISA) of 2007 Title XIII, Section Smart Grid Interoperability Framework In cooperation with the DoE, NEMA, IEEE, GWAC, and other stakeholders, NIST has primary responsibility to coordinate development of a framework that includes protocols and model standards for information management to achieve interoperability of smart grid devices and systems

22 The Smart Grid NIST Three Phase Plan PHASE 1 Recognize a set of initial existing consensus standards and develop a roadmap to fill gaps PHASE 2 Establish public/private Standards Panel to provide ongoing recommendations for new/revised standards to be recognized by NIST PHASE 3 Testing and Certification Framework March September 22

23 The Smart Grid Leadership Meeting May 18 23

24 The Smart Grid Phase 1: Initial Standards and Roadmap April Workshop Discussed Architecture and Requirements Evaluated existing standards Consensus on Low Hanging Fruit (16 standards) Identified issues May Workshop FERC-identified priority applications: Demand Response Wide-Area Situational Awareness Electric Storage Electric Transportation Additional priority applications: Advanced Metering Infrastructure Distribution Grid, including Distributed Energy Resource Integration Cross-cutting priorities Cyber security Data networking Identify additional existing standards that meet requirements Identify new or revised standards needed, who should develop them and when 24

25 The Smart Grid Following the April Smart Grid Interoperability workshop, NIST deemed that sufficient consensus has been achieved on 16 initial standards On May 18, NIST announced intention to identify these standards in the interoperability framework following 30 day comment period. NIST-Recognized Standards Release 1.0 Standard AMI SEC System Security Requirements ANSI C12.19/MC1219 BACnet ANSI ASHRAE /ISO DNP3 IEC / TASE.2 IEC IEC 61968/61970 IEC Parts 1 8 Application Advanced metering infrastructure (AMI) and Smart Grid end toend security Revenue metering information model Building automation Substation and feeder device automation Inter control center communications Substation automation and protection Application level energy management system interfaces Information security for power system control operations NIST s announcement recognized that some of these standards will require further development and many additional standards will be needed. NIST will identify additional standards as consensus is achieved IEEE C IEEE 1547 IEEE NERC CIP NIST Special Publication (SP) , NIST SP Open Automated Demand Response (Open ADR) OpenHAN ZigBee/HomePlug Smart Energy Profile Phasor measurement unit (PMU) communications Physical and electrical interconnections between utility and distributed generation (DG) Security for intelligent electronic devices (IEDs) Cyber security standards for the bulk power system Cyber security standards and guidelines for federal information systems, including those for the bulk power system Price responsive and direct load control Home Area Network device communication, measurement, and control Home Area Network (HAN) Device Communications and Information Model 25

26 The Smart Grid NIST Interoperability Roadmap Contents Purpose & scope Smart Grid vision High-level architecture Applications & requirements Cybersecurity considerations Standards assessment and issues Prioritized actions and timelines Definitions References 26

27 The Smart Grid Smart Grid Conceptual Model Priority areas of focus: Demand response Wide-area situational awareness Electric storage Electric transportation Advanced metering Distribution grid management Cybersecurity Data networking Source: NIST/EPRI Architecture Task Group

28 The Smart Grid Example: Plug-in Hybrid Electric Vehicle Grid Interface Coordination is required among several standards bodies NFPA (National Electric Code) UL (Enclosures) SAE J2847 (communication) ANSI/NEMA C12 (Meter) IEEE 1547 (distributed energy interconnection) SAE J1772 (connector) Additional standards will be needed for: communications/information protocols for charge management, power injection management, operations and maintenance, metering, roaming. 28

29 The Smart Grid Next Steps Draft roadmap will be posted this week Identifies existing standards and gaps that need to be filled Webinars late June early July Third workshop late July will focus on SDO roles/responsibilities to fill gaps 29

30 The Smart Grid Phase 2: Standards Panel Smart Grid Interoperability Standards Panel to be launched by year end 2009 Will include representation from all stakeholder groups, private and public sector Will be administered by private sector organization under contract with NIST Functions: Evolve Roadmap Ongoing coordination Recommend new/revised standards for inclusion in NIST framework 30

31 The Smart Grid Key Areas for IEEE Focus Power Engineering Gaps in IEEE 1547, 1588, C37 need to be filled Additional standards needs identified in roadmap IT and Communications for the Smart Grid Communications infrastructure for smart grid is the wild west Most of the phy/mac layer standards used are IEEE s Guidance is needed on their application in smart grid Additional standards needs identified in roadmap Move fast Set aggressive schedules Dedicate resources to get the job done Think months, not years for development Maximize use of dual logo/cooperative development arrangements with IEC and ISO 31

32 The Smart Grid A Once In A Lifetime Opportunity! 32

33 The Smart Grid BACKUP 33

34 The Smart Grid IEEE 1547 NIST Smart Grid Interoperability Standards action plans: IEEE ,4,6 are important and require development Voltage support specifications for distributed resources need to be defined IEEE 1547, IEEE P2030 Distributed generation, distributed energy resources (DER), and storage information must be available to T&D operation (and major customers) in real time. High-Megawatt Power Conditioning System (PCS) Industry Roadmap Committee identified needs to expand IEEE 1547: Utilize renewable and storage PCS to provide VAR support Mitigate renewable energy intermittency by providing acceptable ramp-rates under control of local utility Resolve inconsistencies between anti-islanding requirements of IEEE 1547 and ride-through requirements defined by FERC Large Generator Interconnection Procedures, LGIP Increase trip points of renewable sources to avoid tripping under moderate Grid transients 34

35 The Smart Grid IEEE 1588 Power grid measurements Phasor measurements power flow, system instability monitoring Real time measurements fault location, power quality, equipment condition monitoring Understand Smart Grid performance requirements for time synchronization for distinct types of smart grid use cases Accuracy Tolerance for loss of synchronization Convergence time Resource (hardware/software/network bandwidth) limitations Security - How much security is needed for different SG use cases? 1588 presently has NO built in security Investigate/develop integral 1588 security

36 The Smart Grid IEEE C37 Need to further develop to include dynamic phasor measurements NASPInet needs to be finalized PMU data to PG widespread implementation with PMU is not sufficient for wide area distribution of phasor data does not support publish/subscribe, historical data insufficient error check requires TCP/UDP, access to network bandwidth as priority (can not set lower level communications) only a wire protocol no configuration management capability (offline) does not carry Metadata not power system related

37 The Smart Grid Communications & Networking Deployment guidelines Bandwidth Latency MAC/PHY layer Synchronization Mesh/relay Co-channel interference Spectrum allocation Licensed/unlicensed Channel propagation characteristics Routing Reliability Network security

38 STANDARDS FOR THE Smart Grid IEEE P2030 Smart Grid Interoperability Standards Development Kick-Off Meeting Hosted by INTEL Corporation, Santa Clara, California June 3-5, 2009 Dick DeBlasio, SCC21 Chair

39 IEEE s role in smart grid standards Numerous IEEE standards relate to the smart grid including diverse fields of digital information and controls technology, networking, security, reliability assessment, interconnection of distributed resources including renewable energy sources to the grid, sensors, electric metering, broadband over power line, and systems engineering. The standards are developed by a variety of expert groups within IEEE.

40 IEEE s Role in Standards The IEEE is a leading global developer of standards that underpin many of today s essential technologies. IEEE is a central source of standardization in both traditional (e.g., power and energy, information technology, telecommunications, transportation, medical and healthcare, etc.) and emerging fields (e.g., nanotechnology and information assurance). Standards are developed in a unique environment that builds consensus in an open process based on input from all interested parties. Nearly 1,300 standards either completed or under development IEEE standards are recognized American National Standards (ANSI) The IEEE Standards Association (IEEE-SA) leads IEEE s standards activities. Draws on the expertise of the IEEE's 44 societies and technical councils. The IEEE-SA itself contains nearly 20,000 individual and corporate participants who participate in standards activities.

41 44 IEEE Technical Societies/Councils Aerospace & Electronic Systems Antennas & Propagation Broadcast Technology Circuits & Systems Communications Components, Packaging, & Manufacturing Technology Computer Computational Intelligence Consumer Electronics Control Systems Council on Electronic Design Automation Council on Superconductivity Dielectrics & Electrical Insulation Education Electromagnetic Compatibility Electron Devices Engineering in Medicine & Biology Geosciences & Remote Sensing Industrial Electronics Industry Applications Information Theory Intelligent Transportation Systems Instrumentation & Measurement Lasers & Electro-Optics Magnetics Microwave Theory & Techniques Nanotechnology Council Nuclear & Plasma Sciences Oceanic Engineering Power Electronics Power Engineering Product Safety Engineering Professional Communication Reliability Robotics & Automation Sensors Council Signal Processing Social Implications of Technology Solid-State Circuits Systems Council Systems, Man, & Cybernetics Technology Management Council Ultrasonic's, Ferroelectrics, & Frequency Control Vehicular Technology

42 Standards Coordinating Committees (SCC) (SCCs are committees of the Standards Board, sponsor Standards Development, and address topics of interest involving more than one Society that go beyond Society scopes) Electrical Insulation Terms and Definitions Quantities, Units, & Letter Symbols NFPA Test and Diagnosis Fuel Cells, Photovoltaics, Dispersed Generation, and Energy Storage Power Quality Time and Frequency Automatic Meter Reading Utility Communications Voting Systems International Committee on Electromagnetic Safety Global Earth Dynamic Spectrum Access

43 IEEE Standards 124+ Years of Stability and Evolution 1884 Founding of American Institute of Electrical Engineers 1890 Established the Henry - a practical unit of inductance 1898 First dedicated effort toward standardization of electrotechnology in US 1912 Institute of Radio Engineers formed its first standards committee 1958 Joint Standards Committee of AIEE and IRE 1963 Merger of AIEE and the IRE 1973 Establishment of IEEE Standards Board 1998 IEEE Standards Association (IEEE-SA) Individual and Corporate membership 1999 IEEE Industry Standards and Technology Organization (IEEE-ISTO) Trade association status 2004 IEEE-SA Corporate Program

44 IEEE and the IEEE Standards Association

45 NIST Interoperability Framework of standards and protocols Energy and Security Independence Act of 2007 NIST Domain Expert Working Groups (DEWGs) to identify use cases, key standards, standards gaps, for inclusion in the future Smart Grid Standards Interoperability Roadmap. Building-to-Grid (B2G) Industrial-to-Grid (I2G) Home-to-Grid (H2G) Transmission and Distribution (T&D) Vehicle to Grid (V2G) future Cyber Security - new Source - NIST EISA Smart Grid Coordination Plan 6/2/08 at

46 IEEE Task Force supporting NIST Smart Grid Interoperability Framework IEEE Point of Contact (POC) and IEEE Smart Grid Ad-Hoc Review Group (established 2007) - Dick DeBlasio, Standards Board Member Liaison to NIST Power Engineering Society POC - Steve Pullins, Secretary, Intelligent Grid Coordinating Committee Computer Society POC John Waltz, IEEE CS/VP Members at large to Date: Sam Sciacca (CEO/Microsol), James Pace /George Flammer /Jay Ramasastry (Silver Spring Networks), Chris Knudsen )PG&E), Phil Slack/George Casio (FPL), Bob Heile (chair IEEE ), Geoff Mulligan (chair 6LoWPAN), Alex Gelman (CTO/ NETovations), Chuck Adams (Program Director Standards IBM), Larry Kotewa (SCC31/Community Energy), Joe Koepfinger (Standards Board Emeritus), Bob Grow ( IEEE Standards Board Chair/Intel, Corp.), Steve Mills (Hewlett-Packard Company), Jean-Philippe Faure (P1901 chair), Tom Basso (SCC21 Representative/NREL), Cherry Tom (IEEE Standards Office), Tom Field, Bartosc Wojszczk, Joe Waligorski, and Pat Duggan.

47 Status - NIST Initial Smart Grid Interoperability Standards Framework, Release 1.0 (May 18, 2009). AMI-SEC System Security Requirements Advanced metering infrastructure (AMI) and Smart Grid end-to-end security ANSI C12.19/MC1219Revenue metering information model BAC net ANSI ASHRAE /ISO Building automation DNP3 Substation and feeder device automation IEC / TASE.2Inter-control center communications IEC 61850Substation automation and protection IEC 61968/61970 Application level energy management system interfaces IEC Parts 1-8 Information security for power system control operations IEEE C Phasor measurement unit (PMU) communications IEEE 1547 Physical and electrical interconnections between utility and distributed generation (DG) IEEE Security for intelligent electronic devices (IEDs) NERC CIP Cyber security standards for the bulk power system NIST Special Publication (SP) , NIST SP Cyber security standards and guidelines for federal information systems, including those for the bulk power system Open Automated Demand Response (Open ADR) Price responsive and direct load control OpenHANHome Area Network device communication, measurement, and control ZigBee/HomePlug Smart Energy Profile Home Area Network (HAN) Device Communications and Information Model Public comments on the initial standards will be accepted for 30 days after their upcoming publication in the Federal Register. The date of publication will be posted on Comments may be submitted to smartgrid@nist.gov.

48 Project Development - Background In anticipation of the NIST recommendations in 2009 initiated the development of a project strategy during the IEEE Standards Board meeting in December, The 2030 idea was born. IEEE P2030 PAR approved by the IEEE Standards board on March 19, Coordination within IEEE on going with SA and member support in planning the June meeting. NIST road map with recommendations expected in IEEE with P2030 positioned to address member and NIST recommendations

49 OBSERVATIONS Smart grid Standards will extend across the entire grid (i.e., need interoperability standards (top down) and building block standards (bottom up). Smart grid Equipment Standards will be needed to handle information data management, communications and control. Flexible smart grid system Interoperability Design and operational Standards will allow near term and long term smart grid evolution. Development of a body of Interoperability Smart grid Standards need to be initiated now.

50 Two things make electricity unique and a challenge for Smart grid: 1. Lack of flow control (Grid Management and control transformation is needed i.e., communications) 2. Electricity storage requirements (static or dynamic storage and load optimization/power electronics efficiency) Change either of these and the grid delivery system will be transformed Smart Grid Design and Operation can Enable this to Happen.

51 In Summary - Standards Development Basic Functions Establish/maintain a consensus process to assure: Openness, Fairness, Balance of interests among materially affected parties, Right to appeal Timely dissemination of standards and technical information

52 Additional Slides Examples of Smart Grid Related Standards Development Activities in IEEE

53 Example IEEE standards Standards Coordinating Committee 21 for IEEE 1547 series for Interconnecting Distributed Resources with Electric Power Systems and for photovoltaic standards. The Computer Society LAN/MAN standards committee for the IEEE 802 standards series including Ethernet and wireless standards

54 Example IEEE standards - cont. The Computer Society Microprocessor Standards Committee for several standards for cryptography The Computer Society Information Assurance Standards Committee for a number of standards in the security area: The Computer Society Software and System Engineering Standards Committee for numerous standards in these areas:

55 Example IEEE standards - cont. The Instrumentation and Measurement society for the IEEE 1451 series of sensors standards:

56 Example IEEE standards - cont. The Power Engineering Society (PES) Power Systems Analysis, Computing, and Economics Committee for the development of a standard for definitions in reporting reliability, availability and productivity: The Power Engineering Society Transmission and Distribution Committee for a series of standards and projects on monitoring electric power quality: The Power Engineering Society substations Data Acquisition, Processing, and Control Systems committee for a subset of the ANSI C37 series and other standards for substation communications.

57 Example IEEE standards - cont. SCC 31 Automatic Meter Reading and Energy Management for a number of projects congruent with the ANSI C12 series. The Industry Applications Society for IEEE Color Book Series of standards including energy management which are under revision (e.g. P Recommended Practice for the Application of Metering for Energy Management of Industrial and Commercial Power Systems ): The Reliability Society for reliability assessment standards : The Communications Society for a major project for Broadband over Powerline:

58 Fostering Technological Innovation and Excellence For The Benefit Of Humanity Thank You

59 IEEE SCC TM Standards Development P2030 Working Group Meeting June3-5, Santa Clara IEEE SCC21 Project Coordination IEEE Standard 2030 Guide for Smart Grid Interoperability of Energy Technology and Information Technology Operation with the Electric Power System (EPS) and End-Use Applications and Loads Tom Basso, IEEE SCC21 Representative, P1547.X and P2030 Secretary

60 IEEE SCC TM Standards Development P2030 Working Group Meeting Santa Clara, CA Title: IEEE Standard 2030 Guide for Smart Grid Interoperability of Energy Technology and Information Technology Operation with the Electric Power System (EPS) and End-Use Applications and Loads Chair: Dick DeBlasio Vice Chair: Tom Prevost Co-Chairs: Sam Sciacca, Bob Grow, Bob Heile, Stefano Galli Secretary: Tom Basso 6

61 IEEE P2030 Standard Interoperability Smart Grid Concepts Bulk Power Substations Systems Approach Interconnection & Interfaces Technical Standards Advanced Technologies Systems Integration sensors (Also, larger DER on transmission) Transmission System sensors sensors Distribution System Load Management EV Communications and Information Technology Information Flow, Data Management, Monitor & Control DER Interconnection Combined Heat & Power sensors 6

62 Scope and Purpose Scope: This document provides guidelines for smart grid interoperability. This guide provides a knowledge base addressing terminology, characteristics, functional performance and evaluation criteria, and the application of engineering principles for smart grid interoperability of the electric power system with end-use applications and loads. The guide discusses alternate approaches to good practices for the smart grid. Purpose: This standard provides guidelines in understanding and defining smart grid interoperability of the electric power system with end-use applications and loads. Integration of energy technology and information and communications technology is necessary to achieve seamless operation for electric generation, delivery, and end-use benefits to permit two way power flow with communication and control. Interconnection and intra-facing frameworks and strategies with design definitions are addressed in this standard, providing guidance in expanding the current knowledge base. This expanded knowledge base is needed as a key element in grid architectural designs and operation to promote a more reliable and flexible electric power system. 6

63 IEEE Standards Classification Standard: documents with mandatory requirements (shall) Recommended Practice: documents in which procedures and positions preferred by the IEEE are presented (should) Guide: documents in which alternative approaches to good practice are suggested but no clear-cut recommendations are made (may) 6

64 General Agenda Welcome and Introductions: sign the attendee list - correct and/or add your contact information. Approval of this meeting s agenda IEEE Standards Development P2030 Discussion and Breakouts Next Actions; Adjourn 6

65 Next Actions Summary list of action items (due date and volunteer lead) Timeline for P2030 development Next meeting (tentative dates and location) Other actions 65

66 IEEE 2030 Activities Web Site 2030 Series Public Web site: Archives Meeting information Registration Information Agenda Minutes 6

67 SCC Activities Web Site Work Group Areas P2030 Work Group Areas (password protected) Contacts WG member information (standards development use only). Special Topics background information for the Work Group StdDrafts Drafts under development Listserv listserv archived s 6

68 P2030 IEEE ListServ ListServ is for IEEE standards development use only. IEEE code of ethics identified in information file sent to each subscriber. To: From: Only subscribers can send to the list. Exchanges between individuals and among your self-established small groups are encouraged. ListServ s are immediately sent to all subscribers. Reply to all sent to all Reply to sender only sent to sender to listserv is auto-archived at P2030 Work Group Area (password protected) at ListServ Archived s can be viewed under Subject Thread or Date Thread. 6

69 IEEE SCC TM Standards Development P2030 Working Group Meeting June3-5, Santa Clara IEEE Meeting Protocol IEEE Standard 2030 Guide for Smart Grid Interoperability of Energy Technology and Information Technology Operation with the Electric Power System (EPS) and End-Use Applications and Loads Bill Ash, Senior Program Manager, IEEE Standards Association and Liaison to P2030 Project

70 Participants, Patents, and Duty to Inform All participants in this meeting have certain obligations under the IEEE-SA Patent Policy. Participants: Shall inform the IEEE (or cause the IEEE to be informed) of the identity of each holder of any potential Essential Patent Claims of which they are personally aware if the claims are owned or controlled by the participant or the entity the participant is from, employed by, or otherwise represents Personal awareness means that the participant is personally aware that the holder may have a potential Essential Patent Claim, even if the participant is not personally aware of the specific patents or patent claims Should inform the IEEE (or cause the IEEE to be informed) of the identity of any other holders of such potential Essential Patent Claims (that is, third parties that are not affiliated with the participant, with the participant s employer, or with anyone else that the participant is from or otherwise represents) The above does not apply if the patent claim is already the subject of an Accepted Letter of Assurance that applies to the proposed standard(s) under consideration by this group Quoted text excerpted from IEEE-SA Standards Board Bylaws subclause 6.2 Early identification of holders of potential Essential Patent Claims is strongly encouraged No duty to perform a patent search 7

71 Patent Related Links All participants should be familiar with their obligations under the IEEE-SA Policies & Procedures for standards development. Patent Policy is stated in these sources: IEEE-SA Standards Boards Bylaws IEEE-SA Standards Board Operations Manual Material about the patent policy is available at If you have questions, contact the IEEE-SA Standards Board Patent Committee Administrator at or visit 7

72 Call for Potentially Essential Patents If anyone in this meeting is personally aware of the holder of any patent claims that are potentially essential to implementation of the proposed standard(s) under consideration by this group and that are not already the subject of an Accepted Letter of Assurance, either: Speak up now Provide the chair of this group with the identity of the holder(s) of any and all such claims as soon as possible, or Cause an LOA to be submitted. 7

73 Other Guidelines for IEEE WG Meetings All IEEE-SA standards meetings shall be conducted in compliance with all applicable laws, including antitrust and competition laws. Don t discuss the interpretation, validity, or essentiality of patents/patent claims. Don t discuss specific license rates, terms, or conditions. Relative costs, including licensing costs of essential patent claims, of different technical approaches may be discussed in standards development meetings. Technical considerations remain primary focus Don t discuss or engage in the fixing of product prices, allocation of customers, or division of sales markets. Don t discuss the status or substance of ongoing or threatened litigation. Don t be silent if inappropriate topics are discussed do formally object. See IEEE-SA Standards Board Operations Manual, clause and Promoting Competition and Innovation: What You Need to Know about the IEEE Standards Association's Antitrust and Competition Policy for more details. 7

74 P2030 Development General Concepts IEEE P2030 Draft Guide for Smart Grid Interoperability of Energy Technology and Information Technology Operation with the Electric Power System (EPS) and End-Use Applications and Loads Tom Basso IEEE P2030 Secretary {IEEE SCC21 Representative, and P1547.x Secretary}

75 IEEE Unifies Power, Communications and IT: Smart Grid Interoperability Standards Project P2030 Communications Technologies {exchange processes for information}* Energy Technologies Information Technologies {data, facts, and knowledge}* [electric power system, end use applications and loads] P * {Webster s New Collegiate Dictionary} 75

76 Outline P2030 Scope and Purpose another view P2030 standards development: IEEE 1547 DR interconnection standards as an example model - Advanced technology series development standards adoption/implementation 76

77 P2030 Draft Guide for Smart Grid Interoperability of Energy Technology and Information Technology Operation With the Electric Power System (EPS), and End-Use Applications and Loads. (PAR Approved March 19, 2009) Scope and Purpose Scope: This document provides guidelines for smart grid interoperability. This guide provides a knowledge base addressing terminology, characteristics, functional performance and evaluation criteria, and the application of engineering principles for smart grid interoperability of the electric power system with end use applications and loads. The guide discusses alternate approaches to good practices for the smart grid. Purpose: This standard provides guidelines in understanding and defining smart grid interoperability of the electric power system with end-use applications and loads. Integration of energy technology and information and communications technology is necessary to achieve seamless operation for electric generation, delivery, and enduse benefits to permit two way power flow with communication and control. Interconnection and intra-facing frameworks and strategies with design definitions are addressed in this standard, providing guidance in expanding the current knowledge base. This expanded knowledge base is needed as a key element in grid architectural designs and operation to promote a more reliable and flexible electric power system. 77

78 P2030 Draft Guide for Smart Grid Interoperability Scope: This document provides guidelines for smart grid interoperability. This guide provides a knowledge base addressing terminology, characteristics, functional performance and evaluation criteria, and the application of engineering principles for smart grid interoperability of the electric power system with end use applications and loads. The guide discusses alternate approaches to good practices for the smart grid. Purpose: This standard provides guidelines in understanding and defining smart grid interoperability of the electric power system with end-use applications and loads. Integration of energy technology and information and communications technology is necessary to achieve seamless operation for electric generation, delivery, and end-use benefits to permit two way power flow with communication and control. Interconnection and intra-facing frameworks and strategies with design definitions are addressed in this standard, providing guidance in expanding the current knowledge base. This expanded knowledge base is needed as a key element in grid architectural designs and operation to promote a more reliable and flexible electric power system. 78

79 P2030 Draft Guide for Smart Grid Interoperability Scope: This document provides guidelines for smart grid interoperability. This guide provides a knowledge base addressing terminology, characteristics, functional performance and evaluation criteria, and the application of engineering principles for smart grid interoperability of the electric power system with end use applications and loads. The guide discusses alternate approaches to good practices for the smart grid. Purpose: This standard provides guidelines in understanding and defining smart grid interoperability of the electric power system with end-use applications and loads. Integration of energy technology and information and communications technology is necessary to achieve seamless operation for electric generation, delivery, and end-use benefits to permit two way power flow with communication and control. Interconnection and intra-facing frameworks and strategies with design definitions are addressed in this standard, providing guidance in expanding the current knowledge base. This expanded knowledge base is needed as a key element in grid architectural designs and operation to promote a more reliable and flexible electric power system. 79

80 IEEE P2030 Standard Interoperability Smart Grid Concepts Bulk Power Substations Systems Approach Interconnection & Interfaces Technical Standards Advanced Technologies Systems Integration sensors (Also, larger DER on transmission) Transmission System sensors sensors Distribution System Load Management EV Communications and Information Technology Information Flow, Data Management, Monitor & Control DER Interconnection Combined Heat & Power sensors 80

81 Some Smart Grid Definitions an automated, widely distributed energy delivery network characterized by a two-way flow of electricity and information, capable of monitoring and responding to changes in everything from power plants to customer preferences to individual appliances. a smart grid is the electricity delivery system (from point of generation to point of consumption) integrated with communications and information technology Note: Other definitions may also be in the eyes of the beholder and multiple definitions may be a result of layers or sub-tiers of interoperability and end use applications but will have commonality once understood. 81

82 Interoperability Definitions/Concepts E.g., Interoperability (NATO member nations document)* the ability of systems, units, or forces to provide services to and accept services from other systems, units, or forces and to use the services exchanged to enable them to operate effectively together. - Other {DOD} definitions of interoperability exist. And systems have become more complex systems need to work together as a system of systems - Thus, Interoperability involves interoperation of equipment, interoperability of military forces, interoperation among systems, and the interchangeable use of hardware and software across different systems. * DoD Reliability Analysis Center publication: Selected Topics in Assurance Related Technologies - START Vol.10 No. 1 82

83 Outline P2030 Scope and Purpose another view P2030 standards development: IEEE 1547 DR interconnection standards as an example model - Advanced technology series development standards adoption/implementation 83

84 DR Interconnection Traditional Approach: Independent Technologies Distribution Substation 138 kv - 12 kv Distribution Feeder 12 kv DR DERTechnology Platform Electric Distribution System Technology Platform Electric Distribution System SMARTConnect Technology Platform Interconnection System Technology Platform Interconnection System Interconnection System DER 84

85 Technology Platforms A natural evolution of technology development Distribution Substation Power Plant Interconnection System Technology Platform DR/GenSet Distribution Feeder Service Transformer Electric Distribution System Technology Platform DER Technology Platform 85

86 DER and Interconnection Technologies Distributed Energy Resources Interconnection Technologies Electric Power Systems Fuel Cell PV Functions Utility System Power Conversion Microturbine Energy Storage Wind PHEV - V2G Inverter Power Conditioning Power Quality Protection DER and Load Control Ancillary Services Microgrids Loads Local Loads Load Simulators Communications Generator Switchgear, Relays, & Controls Metering 86

87 Outline P2030 Scope and Purpose another view P2030 standards development: IEEE 1547 DR interconnection standards as an example model - Advanced technology series development standards adoption/implementation 87

88 1547 Series of Standards: model for P2030 IEEE 1547 (2003, 2008r): Standard for DR interconnection (system and interconnection-test requirements & specs.) IEEE (2005) Standard for conformance test procedures for equipment interconnecting DR with EPS IEEE (2008) Guide to IEEE Std 1547 IEEE (2007) Guide for MIC (monitoring, information exchange and control) of DR interconnected w/eps P Guide for DR island systems P Guide for interconnection to transmission grid P Recommended Practice for DR in distribution secondary networks P Guide for impact studies for DR interconnection 88

89 American National Standard ANSI/IEEE Standard Interconnection Technical Specifications and Requirements:. General Requirements. Response to Area EPS Abnormal Conditions. Power Quality. Islanding 5.0 Test Specifications and Requirements:. Interconnection Test. Production Tests. Interconnection Installation Evaluation. Commissioning Tests. Periodic Interconnection Tests 89 89

90 IEEE Std (2005) Standard IEEE Std Standard for Conformance Test Procedures -- specifies the type, production, and commissioning tests that shall be performed to demonstrate that interconnection functions and equipment of a distributed resource (DR) conform to IEEE Std Figure 1. Boundaries between the interconnection system, the EPS and the DR.

91 IEEE Standard Conformance Test Procedures specifies the type, production, and commissioning tests that shall be performed to demonstrate that interconnection functions and equipment of a distributed resource (DR) conform to IEEE Std Type (Design) Tests 5.1 Temperature Stability 5.2 Response to Abnormal Voltage 5.3 Response to Abnormal Frequency 5.4 Synchronization 5.5 Interconnection Integrity 5.6 DC injection 6 - Production Tests 7 - Commissioning Tests Verification and Inspections Field Conducted type and Production Tests 5.7 Unintentional Islanding 5.8 Reverse Power 5.9 Cease to Energize Functionality and Loss of Phase 5.10 Reconnect Time 5.11 Harmonics 5.12 Flicker 91

92 IEEE Std Application Guide to 1547 provides technical background and application details to support the understanding of IEEE 1547 Standard for Interconnecting Distributed Resources with Electric Power Systems. 1. Overview 2. Normative references 3. Definitions, acronyms, and abbreviations 4. Interconnection Systems 4.1 Interconnection System Descriptions 4.2 Interconnection System Functions 5. Distributed Resources 6. Electric power systems (EPSs) 7. Potential effects on area and local EPS 8. Application guidance for IEEE 1547 technical specifications and requirements 9. Application guidance for interconnection test specifications and requirements 10. Interconnection process information (cont d) 92

93 IEEE Std Application Guide (cont d) Annex A (informative) Interconnection system equipment Thermal loads AC loads DC loads Interconnection system (within dashed lines) Power distribution Point of common coupling Area EPS DR unit (Prime movers, generator, storage DR unit electric generator Power conversion, DR protective relaying, DR paralleling switch Local EPS protective relaying Transfer switch or paralleling switchgear Meter Thermal unit (heat recovery, cooling, storage) DR control Power flow Thermal flow Operational control Area EPS protective relaying DR monitoring/ metering Dispatch and control Area EPS power system ( g rid) Figure A.1 Functional diagram of an interconnection system 93

94 IEEE Std Application Guide (end) Annex B (informative) Prime movers Annex C (informative) Power conversion technologies Annex D (informative) Design, construction, configuration, operation, and concerns of area and local EPSs Annex E (informative) Area and local EPS impacts Annex F (informative) System impact studies Annex G (informative) Electrical distribution system disturbances Annex H (informative) Interconnection process information Annex I (informative) Glossary Annex J (informative) Bibliography 94

95 IEEE Std Guide for MIC for DR guidelines for monitoring, information exchange, and control (MIC) for distributed resources (DR) interconnected with electric power systems (EPS). Area EPS Operator DR Aggregator DR Operator DR Maintainer Area EPS Information Exchange Interface (IEI) PCC Point of DR Connection DR Unit DR Unit DR Unit Matter of Packaging DR Controller Load Point of Load Connection Building EMS Legend Interconnection Info Path (focus of this guide) Local Info Path (not addressed in this guide) Electric Path (not addressed in this guide) Local EPS Figure 1. Reference diagram for information exchange. 95

96 IEEE Std MIC for DR guidelines for MIC (monitoring, information exchange, and control) for DR (distributed resources) interconnected with electric power systems (EPS). 4. General information about monitoring, information exchange and control (MIC) 4.1 Interoperability 4.5 Automatic Configuration Management 4.2 Performance 4.6 Information Modeling 4.3 Open Systems Approach 4.7 Protocols 4.4 Extensibility 5. Data exchange guidelines based on of IEEE Std Business and operation processes 7. Information exchange model 8. Protocol Issues 9. Security guidelines for DR implementation (continued) 96

97 IEEE Std MIC for DR (end) Annex A (informative) Bibliography Annex B (informative) Annotated list of protocols Annex C (informative) Open systems Annex D (informative) Introduction to business process concepts Annex E (informative) Use case template Annex F (informative) Sample use cases Annex G (informative) Sample information exchange agreement Annex H (informative) Information security issues and guidance 97

98 Outline P2030 Scope and Purpose another view P2030 standards development: IEEE 1547 DR interconnection standards as an example model - Advanced technology series development standards adoption/implementation 98

99 Federal 2005 Energy Policy Act Cites & Requires IEEE 1547 (IEEE 1547 Developed By National Team of 444 Professionals) 99

100 State Implementation of Interconnection American National Standard IEEE 1547 VT NH ME RI MA CT NJ MD DE DC VA Implemented Not Adopted HI 10

101 PJM adopts IEEE Std 1547 into its Small Generator Standards (20 MW and less) PJM Interconnection is a Regional Transmission Organization (RTO). PJM ensures the reliability of the largest centrally dispatched electric grid in the world by coordinating the movement of electricity in all or parts of Delaware, Illinois, Indiana, Kentucky, Maryland, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, West Virginia and the District of Columbia. PJM, acting neutrally and independently, operates the largest competitive wholesale electricity market in the world. PJM manages a sophisticated regional planning process for generation and transmission expansion to ensure future electric reliability. PJM facilitates a collaborative stakeholder process. Stakeholders include participants who produce, buy, sell, move and regulate electricity. 10

102 PJM Purposes for Adopting PJM-wide Technical Standards based on IEEE Std 1547 Limit barriers to interconnection Provide transparency Allow for pre-certification and other means to expedite interconnection process 10