P1547.1a meeting Feb 6-7, 2014 Minutes Page 1

IEEE SCC21 Standards Development: P1547.1a (Amendment 1) Working Group Minutes P1547.1a Draft Standard Test Procedures for Equipment Interconnecting Distributed

Resources with Electric Power Systems (meeting Feb 6-7, 2014; Santa Clara CA) The attendees (Attachment A) were welcomed by Tom Basso (SCC21 Vice Chair and P1547.1a Chair), and Jim Daley Chair of IEEE Std 1547.1 (and co-chair of P1547a). Attendees introduced themselves and their affiliations. Tom presented the agenda and IEEE introductory slides (Attachment B). The project scope and purpose were reviewed reiterating the focus is on P1547.1a test procedures covering P1547a (1547 amendment 1 for voltage regulation, response to area EPS abnormal voltage, and, response to area EPS abnormal frequency). The IEEE required statements about patents, and standards meeting conduct was presented, attendees were asked if they were aware of any patent claims potentially essential to the P1547.1a draft text implementation, and none was identified by attendees. Jim Daley started discussion on the IEEE 1547.1a Draft 2 document that included changes made during the December WG meeting. As a result of this February meeting, P1547.1a Draft 3 was established and will be posted at the P1547.1a password protected web page. In developing the P1547.1a test procedures, the working group first discussed the sub-clauses’ overall “title,” “purpose” and “procedures” and left the sub-clauses’ “requirements” and “criteria” text for later in the meeting. Additionally, there were some discussions on various topics beyond the three P1547a revised sub-clauses: voltage regulation, response to area EPS abnormal voltage, and, response to area EPS abnormal frequency. Voltage regulation. The discussion started with the various voltage regulation testing sections (new clause, numbered 5.13). The five voltage regulation testing categories (P1547.1a Draft 2) were reviewed. In summary, the group decided that three categories were appropriate under voltage regulation. The group decided to remove the category on “EUT responds to input stimuli” since discussion established that the testing under other categories covers that. And, the category on “EUT responds to active power output levels” was discussed and was removed from “voltage regulation” since it was decided that procedure is better suited for the frequency-Watt functionality category. The voltage regulation test procedure for category where “EUT responds to communicated settings” was discussed. Some of the included testing steps were: step for testing multiple communication means and step to record time response. Discussion followed on the necessity of having a test step to validate the EUT operation during communication failure. Participants debated the necessity to cover the EUT’s response communication failure (default mode etc.). It was decided that the manufacturer should specify the EUT response specification. A test step was added to record EUT response under interrupted communications. Next discussion was the test procedure for the category “EUT responds to a time schedule.” This test procedure development by the WG was quickly agreed upon. Response to area EPS abnormal voltage. Jim restated to the attendees his assertion from the first working group meeting, that he thought the overall 1547.1 test procedures remain

P1547.1a meeting Feb 6-7, 2014 Minutes Page 2

adequate for the EUT response to area EPS abnormal voltage. A participant raised the concern that he thought it may be necessary to revise the abnormal voltage test procedure to include testing with voltage regulation. Discussion continued on potential interactions between various EUT functions and that P1547.1a along with existing 1547.1 test procedures already address such concerns. In concluding this topic, it was decided to now defer any consideration for revisions for response to area EPS abnormal voltage changes and potentially revisit that at a later time. Secretary’s note: please be reminded in regards to an IEEE amendment, the existing standard text needs to be kept in mind, e.g., existing 1547.1 clause 5 first paragraph states: “Unless otherwise specified, equipment shall be installed per the manufacturer’s specification and operated under normal operating conditions.” Response to area EPS abnormal frequency. Discussion pursued on test procedures for P1547a optional functionality of DR to provide modulated power output as a function of area EPS frequency. Various modes for such functionality were debated and it was decided by the WG that there were basically two modes of such functionality: curtailed power mode and non-curtailed power mode. Under the curtailed mode, the EUT power output would be reduced starting at the initiate frequency regardless of the operating power output of the EUT when the over-frequency event occurs. It turned out that the procedures for the two modes could be combined and the test procedures were then stated in a sub-clause on response to over-frequency events and in a sub-clause on response to under-frequency events. The group developed the test procedure for the over-frequency response, non-curtailed mode. Various discussions ensued on: testing at different power levels, test curve characteristics, repetitions needed for this test. The test curve defined in Annex A of the document needs scrutiny. Also discussed was the necessity of testing for frequency ramping in both directions (nominal to higher frequency and then back to nominal). A step was added to address this. Then the over-frequency response curtailed mode was discussed. The WG quickly came to consensus that with slight modification to the test procedure for the non-curtailed mode, then the same test procedure could be used for both curtailed and non-curtailed mode. An additional step was added to the test procedure to test the EUT that has the capability to be curtailed remotely. The test procedure was drafted for under-frequency based on the previously developed over-frequency test procedure. The WG then focused on the “requirements” and “criteria,” and, revisited the “purpose” of the P1547.1a testing sub-clauses during the rest of the meeting. For the P1547.1a tests, text was included to require that the test be performed with the most severe combination of characteristics of the available settings. Some participants do not agree such wording is adequate. Similarly in relation to unintentional islanding, the P1547.1a revised tests include text to mandate identification of, and use of, the most severe settings that impact unintentional islanding testing. Some participants argued that new/revised unintentional islanding tests are needed in P1547.1a since the P1547a requirements expand the distributed resource interconnection functionality allowed. Further, they argue that unintentional islanding test procedures should be revised since the PAR states “P1547.1a … may consider other testing changes that may be

P1547.1a meeting Feb 6-7, 2014 Minutes Page 3

necessary in response to updates under the 1547 Amendment 1.” After much deliberation it was decided to request unintentional islanding be discussed in the IEEE 1547 full revision meeting first and then decide whether it would be revised under IEEE 1547.1a Amendment 1. Additional topics. At the Feb P1547.1a wg meeting there was a general discussion on testing a large EUT that consists of multiple smaller EUTs. Tim Zgonena (UL) pointed out that testing the individual smaller EUTs would not satisfy the testing requirement for the aggregated EUT, i.e., an aggregated EUT would have a different response than the “summation response” of the smaller EUTs due to interactions among the smaller EUTs -- an EUT composed of an aggregate of smaller units has to be tested as one large EUT. Additionally, there was a general discussion about testing per Std 1547.1 concerning drafting new text about recognizing “equivalent transformers” not tested along with the DR, as opposed to the specific transformer tested with the DR per its intended use. It was decided this “equivalency” consideration would be appropriate for P1547.1 full revision and not P1547a. Next actions Tom challenged the working group whether or not they could complete the P1547.1a ballot-ready draft after one more in-person meeting (June). Webinars would be made available to complete P1547.1a final draft for working group consensus agreement to go to ballot. This would be largely contingent upon agreeing to the P1547.1a drafted text that is acceptable to consensus agreement of the working group. In closing, the following next actions were discussed with tentative dates and locations identified. March – post P1547.1a minutes and P1547.1a Draft 3 April – hold webinar(s) for discussion of P1547.1a Draft 3, and, basic consensus agreement? April 23-25 – P1547 full revision working group inaugural meeting May (follow on to above; prep for below) June 24-25 -- P1547.1a meeting June 26-27 – P1547 full revision meeting The attendees were thanked for their participation and we look forward to your continued participation to establish P1547.1a in a timely manner. The meeting was adjourned around 11:30 am. Respectfully submitted, Tom Basso, Chair P1547.1a, and Jim Daley IEEE Std 1547.1 Chair. --------------------------- ------------------------------------------------

P1547.1a meeting Feb 6-7, 2014 Minutes Page 4

Attachment A – Attendees P1547.1a Feb. 6-7, 2014 First Name Last Name Company Name Marcelo Algrain Caterpillar Daniel Arjona Idaho Power Adil Aziz Northeast Utilities David Bassett Consultant Thomas Basso NREL John Berdner Enphase Energy Pierre-Yves Bertholet Digitalphase / DOE LEO CASEY GOOGLE Sudipta Chakraborty NREL Terry Conrad Concurrent Technologies Corporation James M. Daley Facilities Electrical Consulting Services brian dow solectria renewables Jonathan Ehlmann SolarBridge Technologies Babak Enayati National Grid Omar Faruque Florida State University Marco Ferrara 24M Technologies, Inc. Darrell Furlong Gridco Systems Motoko Furukawa TMEIC sigifredo gonzalez sandia national labs Bryan Hardman Sputnik Technology USA, Inc. Keith Harley Georgia Power Company Robert Harris National Rural Electric Cooperative Association Allen Hefner Natl Inst of Stds & Tech Taylor Hollis Schneider Electric Aminul Huque EPRI Chinedu Igbokwe Solectria Renewables Milan Ilic Empower HIROSHI IRIE Mitsubishi Research Institute Hironori Iwasaki Mitsubishi Research Institute, Inc. Gerald Johnson Basler Electric Scott Karpiel SMA America Jason MacDowell GE Nokhum Markushevich Smart Grid Operations Consuting FUMIO MASUDA JAPAN ELECTRICAL SAFETY & ENVIRONMENT TECHNOLOGY

LABORATORIES Jerry Melcher DNV GL Zarin Mirza Central Hudson Gas & Electric Corporation Lyman Morikawa Morikawa & Associates, LLC

P1547.1a meeting Feb 6-7, 2014 Minutes Page 5

First Name Last Name Company Name Eiji Nishijima NEDO Alvin Razon DOE Sunshot Bob Saint Contractor for NRECA Roger Salas SCE Chet Sandberg C L Sandberg & Associates Karl Schoder CAPS @ FSU Ulrich Schwabe Alencon Robert Seitz Artech Engineering Ronald Shipman Oncor Electric Delivery Mark Siira ComRent Jim Sprecher Sunverge Energy Wayne Stec Distregen, LLC Alex Takahashi WestPower, Inc. Charles Vartanian UniEnergy Technologies Bob White Power-One/ABB Yoko Yamamoto Mitsubishi Research Institute

P1547.1a meeting Feb 6-7, 2014 Minutes Page 6

Attachment B – Introductory Slides and Agenda Slide 1

1

IEEE SCC21 Standards Development P1547.1a Working Group Meeting Feb 6-7, 2014, Santa Clara, CAhttp://grouper.ieee.org/groups/scc21/1547.1a/1547.1a_index.html

P1547.1a Amendment 1 to IEEE Std 1547.1-2005 SCC21 Chair: Dick DeBlasio

SCC21 Vice Chair Tom Basso , Thomas.Basso@nrel.gov

Jim Daley, IEEE Std 1547.1 Chair

Matt Ceglia & Justin Caso, IEEE Standards Dept.

Slide 2

2

IEEE SCC21 Standards Development P1547.1a Working Group Meeting

P1547.1a Amendment 1 to IEEE Std 1547.1

Scope and purpose:

Consider 1547.1 potential changes for

addressing IEEE Std 1547 Amendment 1.

(3 topics: voltage regulation; expanded voltage and frequency settings (“ride through”)

P1547.1a meeting Feb 6-7, 2014 Minutes Page 7

Slide 3

3

Thurs. 2/6/14 8 am – 8:30 am Check in 8:30 am – 9:00 Welcome: opening of meeting – scope and purpose; IEEE

required statements; agenda; past minutes.

9 –10 (15 m break) Review P1547.1a Amendment 1 and feedback received

10:15 – 11:45 Review and discussion for establishing tests

11:45 am – 1pm Lunch on your own 1 – 4:30 (15 m break) Review and discussion for establishing tests

4:30 pm – 5 pm Day’s summary; end for day

Agenda – P1547.1a Amendment 1 (test procedures) Feb 6 -7, 2014 sign in 8 am; Thursday end 5 pm and Friday adjourn noon)

Fri 2/7/14 8am – 8:30am Check in 8:30am – 9 am Questions? 9 – 11:30(break 10 to 10:20)

P1547.1a D1; review, comments & draft revisions

11:30 – noon Next steps; schedule: webinars;final meet in June? Ballot summer/fall?

Noon Adjourn -- THANK YOU!

Slide 4

4

Participants, Patents, and Duty to InformAll 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

P1547.1a meeting Feb 6-7, 2014 Minutes Page 8

Slide 5

5

Patent Related LinksAll 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 Bylawshttp://standards.ieee.org/guides/bylaws/sect6-7.html#6IEEE-SA Standards Board Operations Manualhttp://standards.ieee.org/guides/opman/sect6.html#6.3

Material about the patent policy is available athttp://standards.ieee.org/board/pat/pat-material.html

If you have questions, contact the IEEE-SA Standards Board Patent Committee Administrator at patcom@ieee.org or visit http://standards.ieee.org/board/pat/index.html

This slide set is available at http://standards.ieee.org/board/pat/pat-slideset.ppt

Slide 6

6

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 or 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

P1547.1a meeting Feb 6-7, 2014 Minutes Page 9

Slide 7

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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 5.3.10 and “Promoting Competition and Innovation:

What You Need to Know about the IEEE Standards Association's Antitrust and Competition Policy” for more details.

Slide 8

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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 (different) approaches to good practice are suggested but no clear-cut recommendations are made (may)

P1547.1a meeting Feb 6-7, 2014 Minutes Page 10

Slide 9

IEEE Style Example Word Usage

9

“Shall” indicates mandatory requirements (shall equals “is required to”).

“Should” is used to indicate a recommendation (should equals “is recommended that”). Should indicates that among several possibilities one is recommended as particularly suitable, without necessarily mentioning or excluding others; or, should indicates a certain course of action is preferred but not necessarily required.

“May” is used to indicate a course of action permissible within the limits of the standard (“may equals is permitted to”).

“Can” is used for statements of possibility and capability, whether material, physical, or causal (“can equals is able to”). Note: (a) use of the word “must” is deprecated and shall not be used when stating mandatory requirements; must is used only to describe unavoidable situations. (b) use of the word “will” is deprecated and shall not be used when stating mandatory requirements; will is only used in statements of fact.

Slide 10

1547- 2008 Standard for Interconnecting Distributed Resources with Electric Power Systems – PAR at IEEE SASB 3/14 approval; Meet Apr 23 – 25 & Jun 26 – 27, 2014

1547.1 - 2011 Conformance Test Procedures for Equipment Interconnecting DR with EPS Reaffirmed in 2011

1547.2 - 2008 Application Guide for IEEE 1547 Standard for Interconnection of DR with EPS

1547.3 - 2007 Guide for Monitoring, Information Exchange and Control of DR

1547.4 - 2011 Guide for Design, Operation, & Integration of Distributed Resource Island Systems with EPS1547.6 - 2011 Recommended Practice for Interconnecting DR With EPS Distribution Secondary Networks

IEEE 1547 Interconnection Standardsht

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1547.7 – 2014 Guide to Conducting Distribution Impact Studies for DR Interconnection (at IEEE for publication)

P1547.8 Recommended Practice for Establishing Methods and Procedures that Provide Supplemental Support for Implementation Strategies for Expanded Use of IEEE Standard 1547 – ballot invitation Feb 2014; ballot planned April 2014

P1547a -- Amendment 1: D3 publication approval at IEEE SASB Mar 2014

1547.1a Amendment 1 – initiated 8/13; 12/5/13; 2/6-7/14; 6/24-25 (Chicago?)

P1547.1a meeting Feb 6-7, 2014 Minutes Page 11

Slide 11

Energy Conversion

(Inverter , Converter)

Generator(Induction,

Synchronous)

Area EPSor

Local EPS

System Control(Output Levels, Start/Stop, etc.)

Electrical Protection(abnormal protection)

Steady-State Control(V, I, W, VAR, pf)

Distributed Resource

(DR)(Internal Combustion,

Photovoltaics, Wind, Fuel Cell, Turbine, Storage, etc.)

Interconnection System (ICS)

Ancillary Equipment

IEEE Std 1547.1 (2005; reaffirmed 2011)

… 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 1547.

1547.1 Fig 1 - Boundaries between the interconnection system, EPS and DR.

11

Slide 12

IEEE 1547 Interconnection Standards Use in USA

P1547.1a meeting Feb 6-7, 2014 Minutes Page 12

Slide 13

13

IEEE 1547 Series Web Site 1547 series public Web site

http://grouper.ieee.org/groups/scc21/dr_shared/

Meeting information Registration Information Agenda – for most recent meeting Minutes Listserv – listserv archived e-mails

Slide 14

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P1547.1a IEEE ListServListServ is for IEEE standards development use only. IEEE code of ethics identified in information file sent to each

subscriber.

To: stds-p1547-1a@listserv.ieee.orgFrom: you@yourISP.com Only subscribers can send to the list. Exchanges between individuals

and among your self-established small groups are encouraged.

ListServ e-mails are immediately sent to all subscribers.Reply to all – sent to allReply to sender – only sent to sender

E-mail to listserv is auto-archived at P1547.1a Work Group Area (public page) at ListServ

Archived e-mails can be viewed under Subject Thread or Date Thread.

P1547.1a meeting Feb 6-7, 2014 Minutes Page 13

Slide 15

TENTATIVE Next Actions (201402)

3/17/201415

• IEEE 1547a Amendment 1 (V regulation, response to area EPS abnormal conditions of V and frequency) for Dec 2013 recirculation to balloters (91% approval).

• P1547 PAR Submittal -- late Jan. 2014 • P1547 ADHOC meeting - February 2014? (webinar?; initiate P1547

working group formation, task forces, etc.) • Santa Clara CA (in-person):

- Feb 4 tues 2014 P1547.8 (recommended practices/”how-to”)

- Feb 5 2014 P2030.2 (energy storage systems interoperability)

- Feb 6 -7 (end noon) 2014 P1547.1a Amendment 1 (test procedures)

• IEEE P1547 PAR IEEE Consideration/Approval -- March 2014 • Las Vegas NV Apr. 23, 24, half day 25 2014 P1547 full revision meeting ------------------ --------------------------------• IEEE Std1547.7 (impacts of DR on distribution) – approved Dec. 2013

and 12 – 14 weeks for publication (Mar 2014) • ------------------ --------------------------------• Chicago IL - P1547.1a Jun. 24, 25-half-day;

- P1547 full revision Jun 26, 27-half-day

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