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IEEE Energy Storage and Stationary Battery (ESSB)

Committee General MeetingJune 15, 2020

Virtual WebEx Meeting

Welcome!

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Opening ESSB Committee House Business• Please Mute Unless Speaking to Us

– If this is not done, I may have to mute everyone, and then users will only be able to communicate via Chat

• Too Many Attendees so No Introductions This Time– see next slide for new members

• Quorum Not Easily Determined so any Business that Needs a Vote Will be Handled by email/iMeet with Members Only After this Meeting

• Sign-in and Meetings Attendance Registration

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IEEE ESSB Committee New Members• Andrés Tapia Carrillo

– COPT Property Management• Matt Paiss

– PNNL• Drew Heimer

– C&D• Rachel Wood

– NTT• David Hood

– Saft

Congratulations and

Welcome to Official ESSB Committee membership!

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Log-In to Register Attendance• go to: imat.ieee.org• After sign-in, select:

– PE/ESSB SM2020

Note: You do not have to be an IEEE Member to register Attendance

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Log-In to Register Attendance (continued)• For ESSB General Meeting:

– PE/ESSB/MCATT Attendance

• Time bar will be Yellow when Sign-in is Available– Click Time Bar –

– It Will turn Green

• Exit

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Host Supporter/Sponsor: Enviroguard• A special note of thanks and appreciation is due to:

– Josh Michel– Jeff Donato

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Passing of a Familiar Face at Our Past Meetings• Ellen Corey

– Wife of Garth Corey– See the obituary, and a video of the “services” at:

• https://www.frenchfunerals.com/obituary/Ellen-Corey– If you’d like to write or call Garth, you can do so at:

12501 Tomlinson Dr SEAlbuquerque, NM 87123(505) 263-9548gandecorey@comcast.net

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IEEE ESSB Committee Officers– Curtis Ashton – ESSB Chair

Training Director, American Power Systems (Deka Services division)– Babu Chalamala – ESSB Vice Chair

Director, Energy Storage Technology and Systems, Sandia Labs– Steve Vechy – ESSB Secretary & PR/Marketing rep

Director of Marketing, Concentric– Tom Carpenter – ESSB Treasurer & Meeting Registrar

NERC/FERC Reliability Program Manager for TVA– Chris Searles – ESSB Past Chair (& ESCT chair)

National Director of Business Development, BAE Batteries USA– Jim McDowall – ESSB Standards Coordinator

Business Development Manager, Saft America

2019-2020 ESSB Officers:

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IEEE ESSB Committee Officers (cont.)– Executive Officers plus -– Brandon Bartling – Chair, SB (Standby Stationary Battery) Subcommittee– Rich Hutchins – Chair, DC Power & Related Systems (DCRS) Subcommittee– Mike Nispel – Chair, ES (Energy Storage) Subcommittee– Dan Martin – Secretary, SB Subcommittee– David Franklin – Secretary, DCRS Subcommittee– Siu-Yee Ching – Secretary, ES Subcommittee– Lesley Varga – Chair, Awards Committee – Ray Byrne – IEEE Fellows Coordinator– Paul Hectors – ESSB Webmaster– Charlie Vartanian – vice-chair of Energy Storage Collaboration Team (ESCT)– Ralph Masiello - Tutorials

2019-2020 ESSB ExCom:

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Present ESSB Structure

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ESSB Master Level SubCommittees / WGs• SB (Stationary Standby Batteries)

– see following slide for all of its working groups• DCRS (DC Power & Related Systems)

– see slide to come for all of its working groups• ES (Energy Storage)

– see slide to come for all of its working groups• ESCT (Energy Storage Collaboration Team)

– works with SCC 21 and others (SCC 21 chair is Mark Siira of ComRent) - see related slide• 1725 (Batteries in Laptops and CellPhones – Entity) – Chair: Eddie Forouzan (CTIA)• P2836 (Testing ESS-PV Charging Stations – Entity) – Chair: Shanshan Shi (China Grid)• 1881 (Stationary Battery Glossary) – Chair: Chris Belcher (CellWatch)• Nuclear Working Group – Chair: Sal Salgia (Exelon)• Codes Working Group – Chair: Bill Cantor (TPI Engineering)• P1547.9 (Connecting ESS to the Grid – joint w/SCC21) – Chairs: Jim M. & Mike R.)

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Stationary Standby Battery (SB) WGs• 450 (VLA Maintenance & Testing) – Chair: Jason Wallis (Enersys)

• 484 (VLA Installation) – Chair: Joe Stevens (Duke Energy)

• 485 (Lead-Acid Sizing & Selection) – Chair: Jim Midolo (Trojan/C&D)

• 535 (Nuclear Battery Qualification) – Chair: Bob Beavers (Sargent & Lundy)

• 1106 (NiCd Installation, Maintenance, & Testing) – Chair: David Hood (Saft)

• 1115 (NiCd Sizing) – Chair: David Hood (Saft)

• 1184 (UPS Batteries) – Chair: Bansi Patel (consultant)

• 1187 (VRLA Installation) – Chair: Eric Lehmann (C&D)

• 1188 (VRLA Maintenance) – Chair: Bill Cantor (TPI Engineering)

• P1189 (Battery Selection – Scope Expanded) – Chair: Jason Wallis (Enersys)

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DCRS Working Groups• P946 (DC Systems – Scope Expanded) – Chair: Haissam Nasrat (Primax)

• 1375 (Battery Electrical Protection) – Chair: Chris Belcher (CellWatch)

• 1491 (Battery Monitoring) – Chair: Brian Hanking (NDSL/CellWatch)

• 1578 (Spill Containment) – Chair: Jeff Donato (EnviroGuard)

• 1635 / ASHRAE 21 (Battery Room Ventilation) – Chairs: Curtis A. & Deep G.

• P2405 (Utility Battery Chargers [from NEMA PE5]) – Chair: Art Salander (Hindle)

• 1657 (Battery Tech Qualification) – Chair: Curtis Ashton (Deka Services)

• P2685 (Engine Starting Batteries/ESS) – Chair: Rick Raczak (Caterpillar)

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ES Working Groups• 1660 (Cycling Applications) – Chair: Jim Midolo (Trojan)• 1679 (Evaluating Emerging Battery Technologies) – Chair: Jim McDowall (Saft)

– 1679.1 (Characterizing/Evaluating Li-Based Batteries) – Chair: Mike Nispel (Phi Sci)– 1679.2 (Characterizing/Evaluating Na-Beta) – Chair: Andrew M. (FZSonick)– P1679.3 (Characterizing/Evaluating Flow Batteries) – Chair: Vish V. (PNNL)– P1679.4 (Evaluating Alkaline Batteries besides NiCd) – Chair: Dan Lambert (Zinc5)

• P2686 (Battery Management Systems [BMS]) – Chair: Dave Rosewater (Sandia)• 937 (PV Lead-Acid Installation & Maintenance) – Chair: Chris Searles (BAE)• 1013 (Standalone PV Lead-Acid Sizing) – Chair: Mark Siira (ComRent)• 1561 (Optimizing Lead-Acid Life in Hybrid Systems) – Chair: Curtis Ashton• 1562 (Standalone PV Array Sizing) – Chair: Mark Siira(ComRent)• 1661 (Testing Lead-Acid in Hybrid Systems) – Chair: Charlie Vartanian (PNNL)

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SCC 21 (Transitioning?) Working Groups• 1144 (NiCd PV Sizing – Inactive)• 1145 (PV NiCd Installation & Maintenance – Inactive)• 1361 (Lead-Acid Selection for Standalone PV – SCC21)• 1526 (Testing Standalone PV) – Chair: Curtis Ashton (APS)

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IEEE Support Staff for ESSB• Michael Kipness – SA Program Mgr

– m.kipness@ieee.org• Shana Pepin – PES Technical Activities Program Mgr

– s.pepin@ieee.org• Dean Fiorino (d.fiorino@ieee.org) runs PES Resource Center

• LaToya Gourdine – Education (Webinars, Tutorials, etc.)– l.gourdine@ieee.org

• Phyllis Caputo - IEEE Smart Grid– p.caputo@ieee.org

• Shanon Nason - PES Awards– s.nason@ieee.org

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ESSB Website Links• ESSB Main Website• ESSB Members Website

– battery for the password• Legacy ESSB Private Area Website

– IEEE has had Problems with the Password Plugin and plans to shut down these old websites (in fact they are even having us transition our existing “active” site to a new WordPress template), so Please Move your Files to iMeet (CmteChairs & Secretaries)

• If you need to get access to move them and the password isn’t working (see about the “problems” above), contact Paul@powershield.com

• IEEE iMeet• IEEE myProject

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Summary on New/Old WebTools, + …• iMeet for Working Group Document Posting

– Get with DCRS or SBEE officers or Exec officers for help if needed• MyProject

– MyProject User Guide link & Vechy “interest” signup screenshots on ESSB site• Transitioned out of ListServ → MyProject, IMAT, and iMeet

– Will continue to use IMAT for meeting attendance, but then dump the data into 123Signup as required by the PES Tech Council

• Training Tutorial Available On Website for WG and Subcommittee Officers on use of Attendance and Roster Tools in 123Signup, plus Curtis can arrange group or 1-on-1 training

• Newer Committee Website:– https://cmte.ieee.org/pes-essb

• old URL addresses still get you there– https://sites.ieee.org/pes-essb– http://www.ewh.ieee.org/cmte/PES-SBC

» Content Being Migrated from Here by Paul & WG Officers

Energy Storage Management System (ESMS)Draft Standard, P2688

For proposed IEEE Project Approval Request (PAR)

Sponsored by the IEEE PES ESSB TC

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Outline20

1.ESMS Std Project Plan 2.ESMS Std Project Schedule3.ESMS Std Project Team4.Initial Decisions and Guiding Input

a. Std Title & Numberingb. Scopec. Related Std’s

ESMS Std Project Plan 21

1.Draft PAR and submit to SA via ESSB2.PAR Approval3.Form Working Group4.Write the Draft Standard5.Ballot the Draft Standard6.Standard Approval and Publication

ESMS Std Project Schedule 22

Q2 2020, Draft PAR to ESSBQ4 2020, PAR Approval, from SA to ESSB/SponsorQ1 2021, WG FormationQ4 2022, Complete ‘Ballot Ready’ Draft StandardQ1 2022, Draft Std to SA for BallotingQ3 2022, Standard Approved and PublishedQ4 2022+, Outreach and education

ESMS Std Project Team23

PAR Prep: Charlie Vartanian, Chair (Interim)Tu Nguyen, Vice Chair

Review:Ben Ealey, SEPA, 1547.9 InteropBob Fox, Sunspec/MESAJanette Sandberg, PGE, 1547.3Mike Nispel, ESSB, 1679.1 chairJim McDowall, ESSB, 1679.1 vice-chairDavid Schoenwald, SNLDavid Rosewater, SNL

ESMS Std WG: Officers from PAR Dev. process

Initial Decisions, Name and Number24

Name: EMS already an established term for wider power industry. ESMS similar to DERMS.

Title: Recommended Practice for Energy Storage Management Systems in Grid Applications

Number: Sequence numbering to follow BMS #, P2686?

ESMS Scope, Example*25

* Based on actual multi-container BESS, 100MW 400MWh

Selected challenges addressable with Standards,Location of 1547-compliance controls?Location of ‘application’ code?Contactor control for safety response?Routing all critical alarms to PCC?eStop implementation?

ESMS PAR Draft - Scope

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This document provides a recommended practice for the development and deployment of Energy Storage Management Systems (ESMS) in grid applications. It includes a set of core functions of ESMS software and core capabilities of ESMS hardware, addressing the fundamental requirements for operating energy storage systems (ESSs) in grid applications. The software functions include: dispatch of real and reactive power of single or multiple ESSs to provide grid services; monitoring, estimation and visualization of system states (e.g., power flows, voltages, currents, ESSs’ State-of-Charges ) safety sub-system alarms. The hardware capabilities include: sensoring, control and communication. This document does not cover management systems for mobile applications such as electric vehicles; nor does it include operation in vehicle-to-grid applications.

ESMS PAR Draft - Purpose

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With the increasing deployment of ESSs in proving grid services, a well-designed ESMS is critical for effectively operating single and multiple ESSs. The purpose of the ESMS is to dispatch single and aggregated multiple ESSs, and coordinate their operation together with other distributed energy resources (DERs) in grid applications. This document is intended to inform the designers and integrators about the challenges in ESMS development and deployment, and provide recommendations and the best practices to address these challenges. This document assists in the selection between design options by supplying the pros and cons of a range of technical solutions.

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Australian Battery Performance Testing Standard• Similar to KEPIC – They are Potentially Looking to Elevate 1 or

more of their documents to an IEEE Standard?– AS Standard coming out first, followed by Guide, and they want us

to “Endorse” (Through our Working Group and Individual Ballot processes) the latter first

– Recommended BMS Selection Criteria done and Shared with P2686– Recommendations for BESS SDS done and Shared with 1679 group

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KEPIC Summary & Status• Korean version of EPRI Proposed Translating Existing Korean

Standards as Base to Start Work on More Li-ion Battery Standards– Original Visit and Discussions at 2019 February Meeting– Request for 4, but we’re not interested in Class 1E Nuclear Li-ion Batteries

• Performance & Safety of Stationary Li-ion Batteries & Additional Equipment– This may have some Overlap with IEEE 1679.1 and the Australian Std?

• Installation Design and Installation of Stationary Li-ion Batteries– Initial PAR proposal and Initial English Translation of EEG 1400 Received

» See Next Slides for PAR language• Maintenance of Li-ion Batteries for Stationary Applications

Guide for the Installation Design & Installation of Li-ion Batteries for Stationary Applications

PAR Draft - Scope

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This document provides recommended design guidelines and procedures for storage, installation, mounting, ventilation, instrumentation, preassembly, assembly, and charge of Li-ion batteries. It also contains safety guidelines to serve as essential considerations. This guideline applies to full-float operation in stationary applications where a Li-ion charger maintains a Li-ion battery fully charged and serves a DC load. Other applications, such as emergency lighting, semi-portable equipment, and alternative energy applications, shall follow other relevant practices and are beyond the scope of this guide.

Li-ion Install Guide PAR Draft - Purpose

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This guide presents a system that complies with criteria for storage, installation, mounting, ventilation, instrumentation, preassembly, assembly, and charge of Li-ion batteries. It also defines a DC load and describes the calculation of Li-ion battery capacity for a DC load for the full-float operation of stationary Li-ion batteries. Installation, maintenance, qualification, testing procedures, and other storage battery types besides lithium-ion are beyond the scope of the guide, as well as DC system design and the calculation of battery charger capacity.

Li-ion Installation Guide –Email Vote

& Volunteers?

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Energy Storage Safety Collaborative• Quarterly Reports on Ongoing Work on Safety Standards (from

IEEE, NFPA, ASME, etc., etc., Related to Energy Storage– Formerly authored by Dave Conover– Now authored by Chris Searles and Matt Paiss– Sign up for free updates at:

• https://public.govdelivery.com/accounts/USDOESNLEC/subscriber/new?topic_id=USDOESNLEC_195

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ESSB Awards• Babu Chalamala was nominated for IEEE PES Ramakumar Family

Renewable Energy Excellence Award• IEEE 1635 / ASHRAE 21 (2018, 2nd edition) nominated for

Outstanding PES Standard• IEEE 1679.1 (Characterizing and Evaluating Li-based Batteries)

won last year

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ESSB ExCom/AdCom Chair Reports1. ESSB Treasurer’s Report – Tom Carpenter

2. Standards & Codes Working Group – Bill Cantor

3. PES Tech Council Update – Babu Chalamala

4. SB Subcommittee Report – Brandon Bartling

5. DCRS Subcommittee Report – Rich Hutchins

6. ES Subcommittee Report – Mike Nispel

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IEEE PES ESSB Committee Financial ReportFeb ‘19 mtg[Phoenix]

134$40,075 ($14,647) $25,428

Use of CenturyLink facilities vs. a hotel eliminated A/V expenses and reduced F&B expenses significantly$5k support from SRP

dinner cruise 94 15 were not Meeting attendees

Jun ‘19 mtg[Santa Fe]

108 $27,273 ($32,869) ($5,596)Significantly reduced registration fee$3k support from Sandia National LabsLunch (~$4k) from Public Service New Mexico

Feb ‘20 mtg[Orlando]

108 $35,993 ($27,739) $8,254 thru 1/31/2020 - doesn't include any payments for A/V or F&B$5k support from NextEra Energy

Jun ‘20 mtg[Sonoma]

onsite mtg postponed

($5,000) ($5,000)$5k deposit - will be credited toward 2021-06 meeting(hoping for support from EnviroGuard)

General Funds

$42,963 ($6,536) $36,427

$13,042 from Jun ‘17 ($8k from TVA); $16,770 from Jan ‘18 ($5k from Saft); $11,440 from Jun ‘18 ($5k from Hoppecke); Other income from account interest$5,172.12 for KEPIC trip; other expenses monthly CC fees, ESSB signs, IEEE audits, memorials, etc.

Acct 5/31/20 $146,303 ($86,790) $59,513

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NERC PRC-005 Action Required for Batteries as Part of ESSB Codes Working Group

• Chris Searles to Lead Volunteers to work on new NERC SAR:- Adding Maintenance Information on Li-ion and newer BESS Technologies- Working to Clarify Capacity Testing vs Ohmic Testing as proof that lead-

acid and Ni-Cd batteries will perform as manufactured- Open Comment period until Wednesday July 8- Requires use of the Standards Balloting and Commenting System (SBS) to

submit comments- Unofficial Word version of the comment form is posted on the project page- Send comments to chris.searles@ieee.org by COB Friday July 3 and he will

submit on behalf of ESSB members

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2020 T&D (Oct 12-15, Chicago)& PES GM (August 2-6, virtual

– ESS tutorial July 21 & 23)ESSB Tutorials and Panel Sessions

Babu Chalamala

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Other ESSB Tutorials• ASU (Arizona State), APS (Arizona Public Service), and AZ

Corporation Commision Staffers? This fall• DOE Outreach to Various State Regulators mainly using

Sandia and PNNL• FERC Targeted ESS Tutorial (different subjects than

previously covered with them)

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First Batch of ESSB Presentations for PES Resource Center• Peer Review Team

– Chris Belcher, Rachel Wood, John Eddins, Mike Nispel, & Rich Hutchins• Coordinated by Curtis

• Copyright signoff from the original author(s)– Does not restrict original authors’ right to use the material, just allows IEEE to use

their material• Then “we” have to put it in the IEEE PES Template• Let us know if you think it needs IEEE Legal Review• Can do Voiceovers like a real presentation• Can do CEU/PDH Tests (5-10 questions)• Battcon Presentations can be submitted but w/o advertising Battcon• Technical Reports

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Presentations Submitted so Far (Uploaded Bolded)Title Original Forum Author(s)

BESS Code Evolution 2019 NYC 7x24 Curtis AshtonPolicy Trends Affecting Energy Storage 2020 Apr PES Trends Will McNamaraEnergy Storage and Renewables 2019 ESSB SM Jim McDowallTelecom Battery Maintenance 2019 ESSB WM Curtis AshtonBattery Ventilation Calculator IEEE Std 1635-2018 Curtis AshtonLithium Operating Issues in a Stationary Environment 2018 ESSB WM Jim McDowallBattery Data Interpretation 2017 ESSB SM Rick TresslerCode Compliance for Stationary Batteries 2017 ESSB SM Searles/SchubertPerformance Testing Lead-Acid – Myths/Mistakes 2016 ESSB SM Rick TresslerSizing Using Battery Modeling 2016 ESSB SM Jim McDowall

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more Presentations Submitted so FarTitle Original Forum Author(s)

One User’s Lessons from PSOC Operation ESSB 2016 WM Curtis AshtonDC System Failure Modes Unique to Telecom SBC 2015 WM Curtis AshtonTelecom DC and Battery Plant Redundancies SBC 2014 SM Curtis AshtonVRLA Battery Failures and Replacements SBC 2013 SM Rick TresslerImproving Stationary Battery SDS Sheets SBC 2013 SM Curtis AshtonBatteries and Ripple SBC 2013 WM Curtis AshtonOverview of Battery Internal Conductance Testing SBC 2013 WM Ed AmatoSafety Concerns with Catastrophic Battery Failures SBC 2011 SM Rick TresslerLi-ion in Telecom Networks – one User’s Experience SBC 2008 WM Curtis AshtonSupercapacitors for Short-Duration Backup SBC 2006 SM Curtis Ashton

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Check ESSB WebPage for Summer WG mtgs• https://cmte.ieee.org/pes-essb/event/essb-web-meeting-15-june/• Let Paul Hectors (webmaster) and Curtis know so we can get them

posted so as not to have conflicts

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Next Meetings• Open to any participant (you don’t have to be member)

– Winter 2021:• Gulf Shores, AL (near Pensacola FL and Mobile AL)

– January 25-29– Summer 2021

• Sonoma County , CA (reschedule)– June 14-18

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Winter 2021 Meeting Additional Info

• The Lodge at Gulf State Park (Hilton)– 21196 E. Beach Blvd., Gulf Shores, AL

• Telephone: +1 251 540 4000– $109-129/night

• Rate valid Sunday night as well• Approximately 1 hr drive from Pensacola or Mobile airports,

and 3 hour drive from New Orleans airport

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Summer 2021 Meeting Additional Info• DoubleTree Hilton Sonoma – Wine Country

– 1 Doubletree Dr, Rohnert Park, CA• Telephone: +1 707 584 5466• Fax: +1 707 586 4606

– $179/night ($158 Gov’t rate)• Rate valid Sunday night as well

• Approx. $30 for 1 hr shuttle ride from SFO or OAK if you don’t want to rent a car, or pay high Uber/Lyft/Taxi fares– Local Santa Rosa airport, but $ to fly there

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Summary & Open for Q&AAny Questions

from the Floor? Any Outstanding

Old Business?Any New

Business?

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Motion to Adjourn