Standards Update Project Geomagnetic Disturbance Mitigation Kenneth A. Donohoo, Oncor Electric Delivery Co LLC Chairperson, GMD Task Force Presentation to ERCOT ROS August 15, 2013

RELIABILITY | ACCOUNTABILITY2 Strategic direction, coordinated action Management of HILF Event Risks VisionGoals Risk Priorities Scenario- based Approach Coordinated Action Plan June 2010 November 2010

RELIABILITY | ACCOUNTABILITY3 Task Force Reports Provide a total of 55 recommendations  Some propose further study  Others are intended for owner/operator consideration and implementation November 2011February 2012May 2012

RELIABILITY | ACCOUNTABILITY Special Assessment Report Identifies grid vulnerabilities Roadmap to address risks Four high-level recommended actions  Tools for industry planners  Tools for system operators  Education and information exchanges  Review need for Reliability Standards Supporting tasks for Phase 2 project

RELIABILITY | ACCOUNTABILITY5 Strategic Roadmap HILF Event Report June 2010 Coordinated Action Plan November 2010 GMD Special Assessment February 2012 GMDTF Project Plan June 2012 Integrated Solutions Future Work Assessment guideline GIC calculation tools and equipment models Tools for Planners Operating Procedure best practices template Training programs Tools for Operators Ongoing webinars, task force meetings, and exchanges Information Exchanges Recommendations for changes to existing or development of new reliability standards Review of Standards Phase 2 Project Plan

RELIABILITY | ACCOUNTABILITY6 Phase 2 Overview Approaching mid-point of the action plan to implement recommendations from the 2012 GMD Report Several project plan tasks are expected to complete in 2013  Provide additional open-source tools for industry to assess risks and evaluate mitigation strategies Strong collaboration with EPRI, NATF, government, and private sector researchers

RELIABILITY | ACCOUNTABILITY7 Phase 2 Project Teams Team 1: Planning Study and Assessment Design  Chair: Russell Neal, P.E. (Southern California Edison) Team 2: Equipment Model Development and Validation  Chair: Dr. Luis Marti (HydroOne) Team 3: GIC Model Development and Validation  Chair: Dr. Randy Horton, P.E. (Southern Company) Team 4: System Operating Practices, Tools, and Training  Chair: Frank Koza, P.E. (PJM)

RELIABILITY | ACCOUNTABILITY8 Phase Work Plan Tools for vulnerability assessment and planning  Severe GMD event scenarios (1-in-100 year)  Guide for calculating geomagnetic induced currents (GICs)  Initial equipment models and guidelines for system studies Tools for mitigation  Best-practice operating procedures (PC and OC approved)  Guide for evaluating GIC mitigation measures  Enhanced system operator training

RELIABILITY | ACCOUNTABILITY9 Team 1 Update Planning Application Guide revised with EPRI and other Task Force leaders  Task force review and comment: July 18 – August 9  Task-Force-(GMDTF)-2013.aspx Task-Force-(GMDTF)-2013.aspx

RELIABILITY | ACCOUNTABILITY10 Team 2 Update Equipment modeling and testing began in June.  Additional utilities are needed to participate Tests/models to date (3 utilities, 4 manufacturers)  Single-phase 500/16.5 kV 350 MVA SVC transformer (H1) o Limited thermal testing data o Tested to 17 A/phase o Manufacturer modeling to start in August 2013  3-phase, 3-limb autotransformer 240/138 kV 125 MVA (H1) o Tests limited to 30A/phase dc o Manufacturer modeling report pending  Single-phase 400 MVA autotransformer (SoC) o Tests limited to 30A/phase dc o Manufacturer modeling report pending

RELIABILITY | ACCOUNTABILITY11 Team 3 Update Final draft of GIC Application Guide Reference storm scenario

RELIABILITY | ACCOUNTABILITY12 Team 4 Update Industry Survey (North American Transmission Forum Brief) System Operator training in development

RELIABILITY | ACCOUNTABILITY13 Looking Ahead A Reliability Assessment carried out by planners and planning coordinators in early 2014 will employ the Phase 2 Project tools Results will be used to:  Improve next iteration of tools and models  Inform the development and implementation of Standards  Identify issues for further study  Update the GMD Interim Report

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RELIABILITY | ACCOUNTABILITY15 Order No. 779 FERC Order directs NERC to file standards that address geomagnetic disturbance (GMD) impacts in two stages:  Operating Procedures (file by January 2014)  Vulnerability assessments and mitigation plans (file by January 2015)

RELIABILITY | ACCOUNTABILITY16 Standard Drafting Team NameRegistered Entity Frank Koza (Chair)PJM Interconnection Randy Horton (Vice-chair)Southern Company Donald AtkinsonGeorgia Transmission Corporation Emanuel BernabeuDominion Resource Services, Inc Kenneth FleischerNextEra Energy Luis MartiHydro One Networks Antti PulkkinenNASA Goddard Space Flight Center Qun QiuAmerican Electric Power

RELIABILITY | ACCOUNTABILITY17 Stage 1: Operating Procedures Standard(s) that require entities to implement Operating Procedures to mitigate the effects of GMDs Requirements should allow procedures to be tailored based on entity-specific factors such as geography, geology, or topology Consider coordination of procedures across regions Board approval by November 2013

RELIABILITY | ACCOUNTABILITY18 Stage 2: Assessments and Mitigation Develop Standards that require assessment of benchmark GMD events and strategies to mitigate identified impacts Research and tools being produced through the GMD Task Force Phase 2 project provide the technical foundation Board approval by November 2014

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RELIABILITY | ACCOUNTABILITY20 Purpose To mitigate the effects of geomagnetic disturbance (GMD) events by implementing Operating Procedures

RELIABILITY | ACCOUNTABILITY21 Applicability Reliability Coordinators Transmission Operators and Balancing Authorities  Limited to those with an area that includes any transformer with high side terminal voltage greater than 200 kV Effects of GMD on systems below 200 kV are far less due to higher line resistance (see Chapter 8 of 2012 GMD Report) 

RELIABILITY | ACCOUNTABILITY22 Reliability Coordinators Each Reliability Coordinator shall develop, maintain, and implement a GMD Operating Plan that includes:  A description of activities to mitigate the effects of GMD events  A process to determine that the GMD Operating Procedures in the Reliability Coordinator Area are coordinated and compatible Provides a wide-area view for effective coordination

RELIABILITY | ACCOUNTABILITY23 Transmission Operators and Balancing Authorities Each applicable entity shall develop, maintain, and implement GMD Operating Procedures that include:  Steps for disseminating space weather information to System Operators  Steps to be employed by System Operators that are coordinated with its Reliability Coordinator to mitigate the effects on the system from GMD  Predetermined trigger conditions for initiating and terminating steps or tasks in the Operating Procedure GMD Task Force Operating Procedure templates provide steps and trigger conditions for entities to consider

RELIABILITY | ACCOUNTABILITY24 Implementation FERC Order specifies six-month implementation In jurisdictions where regulatory approval is required:  Standard becomes effective by the first day of the first calendar quarter, six calendar months following applicable regulatory approval In jurisdictions where regulatory approval is not required:  Standard becomes effective by the first day of the first calendar quarter, six calendar months following NERC Board of Trustees approval

RELIABILITY | ACCOUNTABILITY25 Schedule Comment Period: June 27 – August 12  Ballot pool forming: June 27 – July 26 Industry Webinar: July 30 | 11:00 a.m. - 12:30 p.m. EDT Ballot and Non-binding poll: August 2 – 12 SDT Meeting to consider comments and revise: August Board Approval by November 2013

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RELIABILITY | ACCOUNTABILITY27 NEXT NERC GMDTF Face to Face Meeting Nov , 2013, Atlanta, GA Standard Project Geomagnetic Disturbance Mitigation NERC GMDTF Web Page gnetic-Disturbance-Task-Force-GMDTF.aspx Meeting & Links