SMS Update NERC Synchronized Measurement Subcommittee (SMS) Ryan D. Quint, Ph.D., P.E. Staff Coordinator, NERC SMS, SAMS WECC JSIS Meeting September 22, 2015

Background NERC SMS approved by PC in December 2012 Sat dormant until recently – NERC Staff decided to kick this effort off due to available resources and expertise SMS Formation Announcement went out July 2 First Meeting held September 2-3 in Golden, CO Roster currently has over 70 members First meeting had 20+ in person, 25+ on phone Strong industry support for efforts underway

Work Tasks SMS brainstormed key tasks to tackle first and developed tentative timelines for those deliverables # Task Frequency Due Date 1 PMU Placement Guidelines Once Q2 2016 2 SW Outage Recommendation 27: Angular Separation 3 Utilizing PMUs for NERC Reliability Standards Q3 2016 4 Model Verification Using PMUs Q4 2016 5 Technical Workshop on PMU Utilization 6 PMUs for Cascading Outages Q2 2017 7 Monitoring IEEE C37.118 Certification Process Ongoing N/A 8 Monitor Operator Training Practices

Task 1: PMU Placement Guidelines Task Descriptions Task 1: PMU Placement Guidelines Review current industry references on this subject Develop guidelines and industry practices for placement of PMUs Focus on application specific requirements Task 2: SW Outage Recommendation 27: Angular Separation Develop a technical report on Recommendation 27 from the Pacific Southwest Blackout Report focusing on angular separation Identify industry practices, particularly in the Pacific Southwest, regarding capturing angle differences Discuss various methods for angle difference calculation techniques Develop industry practices around real-time angle difference monitoring Develop industry practices on mitigation strategies for angle limit violations Roadmap future efforts around phase angle difference monitoring and alarming

Task 3: Utilizing PMUs for NERC Reliability Standards Task Descriptions Task 3: Utilizing PMUs for NERC Reliability Standards Review current and future NERC Reliability Standards, and identify how PMU technology can be applied to meet these standards Prioritize and outline the maturity level of technology related to each standard Define future areas where PMUs could be applied to current or future NERC Reliability Standards Identify standards that could impact or influence PMU technology Task 4: Model Verification using PMUs Continue working with industry to expand use of PMUs for model verification Work with vendors to benchmark software tools and applications against actual system events Develop practices and guidelines around model verification tools

Task 5: Technical Workshop @ NERC Task Descriptions Task 5: Technical Workshop @ NERC Hold technical workshop on PMU technology used by operating entities – current applications, future work, industry priorities, etc. Bring in select subject matter experts to raise industry awareness on key focus areas for this technology Dialogue regarding path forward for development of tools & applications, procedures for real-time situational awareness, offline analysis, and training Task 6: PMUs for Cascading Outages Explore practices for utilizing PMUs to predict and mitigate potential for cascading outages Explore applications and practices for monitoring stability limits using PMUs Explore utilizing PMUs for system restoration Coordinate with IEEE Cascading Failures Working Group (CFWG)

Task 7: Monitor IEEE Certification Task Descriptions Task 7: Monitor IEEE Certification Monitor the progress of establishment of IEEE C37.118 certification laboratories and processes Develop and maintain a list of certification laboratories Develop and maintain a list of certified devices Task 8: Monitor Operator Training Practices Monitor existing operator training practices related to synchronized data Explore NERC Certification Process for PMU-based Training Develop Conceptual training materials – application agnostic

First Meeting Highlights Started the first meeting with two sets of roundtable presentations “Lead by example” – presented current prioritized efforts and vision from industry and solution provider perspectives Industry Roundtable Tony Faris, BPA Hongming Zhang, Peak RC Ryan Nice, PJM Aftab Alam, CAISO Floyd Galvan, Entergy Solution Provider Highlights Marianna Vaiman, V&R Energy Ken Martin, Electric Power Group Guru Pai, Alstom Grid Greg Zweigle, Schweitzer George Zheng, PowerTech Chuck Wells, OSIsoft

First Meeting Highlights Data Quality Monitoring Data Quality Reporting Online Data Checking Tools

First Meeting Highlights Angle Monitoring Oscillation Detection Event Detection Integration with EMS

First Meeting Highlights Modal Analysis Tools Angular Separation Monitoring Security Boundary Visualization Event Investigation Linear State Estimation

Coordination Will Be KEY! North American Synchrophasor Initiative (NASPI) Driving light of technology advancement for synchronized technology WECC Joint Synchronized Information Subcommittee (JSIS) High value application development for West, seek to build off JSIS efforts and share practices amongst interconnections IEEE/IEC Coordinate with industry standards development and certification NERC Registered Entities Vendors, Consultants, Solution Providers Bring together development expertise and utility members Other NERC Subcommittees (OC & PC)

SMS Perspective “Should the SMS reside under the PC or the OC?” The efforts around advancing synchronized measurement technology encompass both aspects… heavily… All technology starts in the planning realm As technology matures, it moves from concept to prototype to operations We believe we will fit very nicely within the PC for now Will have strong liaison with the OC May explore concept of a Joint PC/OC Subcommittee (JSMS).

Coverage Peak RC BC Hydro BPA PGE PAC MH HQ ISO-NE NYPA NYISO ATC CAISO PG&E ATC PJM DVP FERC SCE SDG&E SRP PNM Southern ERCOT Entergy FPL

Engaged team of SMEs from across industry Closing Remarks SMS is up and running! Engaged team of SMEs from across industry Still looking for participation from SMEs within operating entities in certain regions (coverage of NERC footprint) West – Eastern Region Midwest – AEP, MISO, ComEd Southeast – Duke Canada – Maritimes, Alberta, Sask Power Feel free to reach out to Ryan Quint (ryan.quint@nerc.net.), SMS Staff Coordinator if interested or with any questions Team eager to advance synchronized measurement technology and advance utilization for bulk power system reliability!

Questions and Answers