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VAR-501-WECC-4
ICR 202608-1902-005 · OMB 1902-0246 · Object 171866800.
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| File Title | VAR-501-WECC-4 |
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Exhibit A Proposed Regional Reliability Standard VAR-501-WECC-4 – Power System Stabilizer Exhibit A-1 Proposed Regional Reliability Standard VAR-501-WECC-4 – Power System Stabilizer (Redline) VAR‐501‐WECC‐43.1 – Power System Stabilizer A. A. Introduction 1. Title: Power System Stabilizer (PSS) 2. Number: VAR‐501‐WECC‐3.14 3. Purpose: To ensure the Western Interconnection is operated in a coordinated manner under normal and abnormal conditions by establishing the performance criteria for WECC power system stabilizers. 4. Applicability: 4.1 Generator Operator 4.2 Generator Owner 5. Facilities: This standard applies to synchronous generators, connected to the Bulk Electric System, that meetmeeting the definition of Commercial Operation. 6. Effective Date: The first day of the first quarter following regulatory approval, except for Requirement R3. For units placed in first‐time service after regulatory approval, Requirement R3 is effective the first day of the first quarter following final regulatory approval. For units placed in service prior to final regulatory approval, Requirement R3 is effective the first day of the first quarter that is five years after regulatory approval. B. B. Requirements and Measures R1. Each Generator Owner shall provide to its Transmission Operator, the Generator Owner’s written Operating Procedure or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the Automatic Voltage Regulator (AVR), within 180 days of any of the following events: [Violation Risk Factor: Low] [Time Horizon: Planning Horizon] The effective date of this standard; The PSS’s Commercial Operation date; or Any changes to the PSS operating specifications. M1. Each Generator Owner will have documented evidence that it provided to its Transmission Operator, within the time allotted as described in the procedures required under Requirement R1, written Operating Procedures or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the AVR. For auditing purposes, because Requirement R1 conditions are intended to be unchanged unless the Transmission Operator is otherwise notified, the Generator Owner only needs to provide the documentation to the Transmission Operator one time, or whenever the operating specifications change. Page 1 of 14 VAR‐501‐WECC‐43.1 – Power System Stabilizer For auditing purposes, if a PSS is in service but is not providing an active signal to the AVR as described in Requirement R1, the disabled period does not count against the Requirement R2 mandate to be in service except as otherwise allowed. R2. Each Generator Operator shall have its PSS in service while synchronized, except during any of the following: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] Component failure Testing of a Bulk Electric System Element affecting or affected by the PSS Maintenance As agreed upon by the Generator Operator and the Transmission Operator A PSS that is out of service for less than 30 minutes does not create a violation of this Requirement, regardless of cause. M2. Each Generator Operator will have documentation of each claimed exception specified in Requirement R2. Documentation may include, but is not limited to: A written explanation covering the bulleted exception that describes the circumstances of the exception as allowed in Requirement R2. Documented evidence that the Generator Operator and the Transmission Operator agreed the PSS would not be operating during a specified set of circumstances, where the exception is claimed under the last bullet of Requirement R2. For auditing purposes, the presumption is that the PSS was in service unless otherwise exempted in Requirement R2. Evidence need only be provided to prove the circumstances during which the PSS was not in service for periods in excess of 30 minutes. R3. Each Generator Owner shall tune its PSS to meet the following inter‐area mode criteria, except as specified in Requirement R3, Part 3.5 below: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] 3.1. PSS shall be set to provide the measured, simulated, or calculated compensated Vt/Vref frequency response of the excitation system and synchronous machine such that the phase angle will not exceed ± 30 degrees through the frequency range from 0.2 Hertz to the lesser of 1.0 Hertz or the highest frequency at which the phase of the Vt/Vref frequency response does not exceed 90 degrees. 3.2. PSS output limits shall be set to provide at least ±5% of the synchronous machine’s nominal terminal voltage. 3.3. PSS gain shall be set to between 1/3 and 1/2 of maximum practical gain. 3.4. PSS washout time constant shall be no greater than 30 seconds. Page 2 of 14 VAR‐501‐WECC‐43.1 – Power System Stabilizer 3.5. Units that have an excitation system or PSS that is incapable of meeting the tuning requirements of Requirement R3 are exempt from Requirement R3 until the voltage regulator is either replaced or retrofitted such that the PSS becomes capable of meeting the tuning requirements. M3. Each Generator Owner will have documented evidence that its PSS was tuned to meet the specifications of Requirement R3. If the exception under Requirement R3, Part 3.5, is claimed, the Generator Owner will have documented evidence describing: 1) the conditions that render the PSS incapable of meeting the tuning requirements, and 2) the date the voltage regulator was last replaced or retrofitted. R4. Each Generator Owner shall install and complete start‐up testing of a PSS on its generator within 180 days of either of the following events: [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] The Generator Owner connects a generator to the BES, after achieving Commercial Operation, and after the Effective Date of this standard. The Generator Owner replaces the voltage regulator on its existing excitation system, after achieving Commercial Operation for its generator that is connected to the BES, and after the Effective Date of this standard. M4. Each Generator Owner will have evidence that it installed and completed start‐up testing of a PSS on its generator within 180 days of either of the conditions described in Requirement R4, and when those conditions occur after the Effective Date of this standard. For auditing purposes The first bullet of Requirement R4, bullet one only applies to equipment on its initial (first energization) connection to the BES. R5. Each Generator Owner shall repair or replace a PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications stated in Requirement R3. [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M5. Each Generator Owner will have evidence that it repaired or replaced its PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications of Requirement R3. Evidence may include, but is not limited to, documentation of the date the PSS became incapable of meeting the Requirement R3 tuning specifications, and the date the PSS was returned to service, demonstrating that the span of time between the two events was less than 24 months. Page 3 of 14 VAR‐501‐WECC‐43.1 – Power System Stabilizer C. Compliance C. Compliance 1. Compliance Monitoring Process 1.1 Compliance Enforcement Authority : “Compliance Enforcement Authority” means NERC or the Regional Entity, or any entity as otherwise designated by an Applicable Governmental Authority, in their respective roles of monitoring and/or enforcing compliance with mandatory and enforceable Reliability Standards in their respective jurisdictions. 1.2 Compliance Monitoring and Assessment Processes Compliance Audits Self‐Certifications Spot Checking Compliance Investigations Self‐Reporting Complaints 1.3 . Evidence Retention : The following evidence retention periodsperiod(s) identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full ‐time period since the last audit. The applicable entity shall keep data or evidence to show compliance as identified below unless directed by its Compliance Enforcement Authority to retain specific evidence for a longer period of time as part of an investigation. Each Generator Operator shall keep evidence for all Requirements of the document for a period of three years plus calendar current. 1.4 Additional Compliance Information None D. Regional Differences None Page 4 of 14 VAR‐501‐WECC‐3.14 – Power System Stabilizer Attachment DB Table of Compliance Elements 1.3 Compliance Monitoring and Enforcement Program: As defined in the NERC Rules of Procedure, “Compliance Monitoring and Enforcement Program” refers to the identification of the processes that will be used to evaluate data or information for the purpose of assessing performance or outcomes with the associated Reliability Standard. Page 5 of 14 VAR‐501‐WECC‐43.1 – Power System Stabilizer R Violation Severity Levels Lower VSL Moderate VSL High VSL Severe VSL R1 NA NA NA The Generator Owner failed to provide its PSS operating specifications to the Transmission Operator as required in Requirement R1. R2 Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 30 minutes but less than 60 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 60 minutes but less than 120 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 120 minutes but less than 180 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 180 minutes. R3 The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, two times or fewer during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, three times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, four times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, five times or more during the audit period. R4 NA NA NA The Generator Owner failed to install on its generator a PSS, as required in Requirement R4. R5 NA NA NA The Generator Owner failed to repair or replace a non‐ operational PSS as required in Requirement R5. Page 6 of 14 VAR‐501‐WECC‐43.1 – Power System Stabilizer Page 7 of 14 VAR‐501‐WECC‐3.14 – Power System Stabilizer Page 8 of 14 VAR‐501‐WECC‐3.14 – Power System Stabilizer D. Regional Variances None. E. Associated Documents None. Version History Version Date Action 1 April 16, 2008 Permanent Replacement Standard for VAR‐STD‐002b‐1 1 October 28, 2008 Adopted by NERC Board of Trustees 1 April 21, 2011 FERC Order issued approving VAR‐ 501‐WECC‐1 (FERC approval effective June 27, 2011; Effective Date July 1, 2011) 2 November 13, 2014 Adopted by NERC Board of Trustees 2 March 3, 2015 FERC letter order approved VAR‐501‐WECC‐2 3 February 9, 2017 Adopted by NERC Board of Trustees 3 April 28, 2017 FERC letter order approved VAR‐501‐WECC‐3 3.1 August 10, 2017 Adopted by the NERC Board of Trustees 3.1 TBDSeptember 26, 2017 TBDFERC letter order issued approving VAR‐501‐WECC‐3.1 4 December 6, 2022 WECC Standards Committee accepted a “no change “ recommendation followed by Change Tracking Errata Non‐substantive changes were approved by the Page 9 of 14 VAR‐501‐WECC‐3.14 – Power System Stabilizer an information‐only filing to NERC. WECC Standards Committee as allowed in the WECC Reliability Standards Development Procedures. An information‐only filing provided to NERC reflects the following: 1) updates to the template and syntax, 2) removal of stale‐dated language from the Effective Date, 3) deletion of “For auditing purposes of…” from M4, 4) in the Guidance section, “dampen” was replaced with “damp”, and syntax was addressed deleting “still”, “of those”, “of the”, and “to ensure” was replaced with “ensuring”, and “wash out” was replaced with “washout.” Page 10 of 14 VAR‐501‐WECC‐3.14 – Power System Stabilizer Guideline and Technical Basis PSS systems are used to minimize real power oscillations by rapidly adjusting the field of the generator to dampendamp the low‐frequency oscillations. It is necessary for large numbers of PSS devices to be in operation in the Western Interconnection to provide the required system damping while still allowing for some of these units to be out of service whenever necessary. Mandate to Install a PSS Nothing in this Regional Reliability Standard (RSS) should be construed to require installation of a PSS solely because a PSS is not currently installed as of the Effective Date of this RRS. Rather, installation is only mandated on the occurrence of either of the triggering eventsevent described in Requirement R4, Bullet 1 or Bullet 2, after the Effective Date of the RRS. It should be noted that a PSS is neither Transmission nor generation. Requirement R1 Requirement R1 addresses normal operating conditions. Requirement R1 recognizes that PSS systems have varying states, such as on, off, active, and non‐active. As long as the PSS is operating in accordance with the documentation provided to the Transmission Operator, this is not considered a status change for purposes of this standardStandard. This Requirement eliminates the requirement to count hours as required in the previous version of this standardStandard while also allowing the Generator Owner to create a unit‐ specific operating plan. The intent of Requirement R1 is to provide the Transmission Operator, the PSS operating zone in which the PSS is “active” providing damping to the power system. Some PSS may be programmed to become “active” at a specified megawatt loading level and above while others may be programmed to be “active” in a particular band of megawatt loading levels and are “non‐active” only when passing through the “rough zone” or some other band. A “rough zone” is a megawatt loading band in which the generator‐turbine system could contribute to system instability. Requirement R2 This Requirement only applies when the PSS is out of service for a period greater than 30 minutes. Unlike Requirement R1, Requirement R2 addresses exceptions to normal operation. Page 11 of 14 VAR‐501‐WECC‐3.14 – Power System Stabilizer The intent of Requirement R2 is to remove the previous requirement to log hours for PSS in service. In this standard’sStandard’s previous version, the logged hours were totaled quarterly to meet the 98% in‐service requirement. Instead of documenting the number of hours excluded, this Requirement simplifies the process by allowing the Generator Operator to communicate to the Transmission Operator the circumstances that render the PSS unavailable to the Transmission Operator (such as component failure, maintenance, and testing). Requirement R3 Nothing in this RSS should be construed to mandate the design criteria for the equipment used to produce the tuning output of the PSS. Rather, Requirement R3 is intended to address the design criteria for the tuning output of the PSS. Unlike the language in Requirement R5 that looks backward to address units that were once operating but are no longer capable of operating, Requirement R3 looks forward, requiring that units be tuned to the specified parameters. The PSS transfer function should compensate the phase characteristics of the generator, exciter, and power (GEP) system transfer function so the compensated transfer function ((PSS(s) * GEP(s)) has a phase characteristic of ± 30 degrees in the frequency range. The GEP(s) transfer function is a theoretical transfer function, and its phase characteristic cannot be directly measured during field tests (only via simulation). Thus, the Requirement recognizes the practical approach of measuring the frequency response between voltage reference set point and terminal voltage (Et/Vref) and using the phase characteristic of such frequency response as being the phase characteristic of GEP(s). The phase characteristic of Et/Vref is a better approximation to the phase characteristic of GEP(s) when the frequency response Et/Vref is obtained with the generator synchronized to the grid at its minimum stable power output. In an effort to allow for reasonable wash‐outwashout time constants, the Requirement specifies 0.2 Hz as the applicable threshold. The 0.2 Hz threshold more closely aligns with the observed oscillation frequencies. A properly tuned PSS should provide positive damping to the local mode of oscillation, which typically has a frequency higher than 1.0 Hz. This Requirement modifies the requirement associated with the adjustment of the PSS gain. The standard no longer defines the PSS gain in terms of gain margin but instead requires the final PSS gain to be between 1/3 (10 dB) and 1/2 (6 dB) of the maximum practical gain that could be achieved during PSS commissioning. The maximum practical gain might be associated with the excessive noise or raised higher‐frequency oscillations in the closed loop response (exciter mode) or any other form if there is inadequate closed‐loop performance, as determined during PSS commissioning. It is now part of Measure M3 to show the field test results that led to the determination of the maximum practical gain. Page 12 of 14 VAR‐501‐WECC‐3.14 – Power System Stabilizer Requirement R4 Requirement R4 requires a Generator Owner to install a PSS on new applicable units or when excitation systems are replaced or retrofitted on existing applicable units. This Requirement applies to new excitation systems and not to existing systems that do not have PSS. The Requirement also allows a reasonable amount of time for the commissioning of new PSS. Requirement R5 Unlike the language in Requirement R3 that looks forward to ensureensuring that a unit is tuned, Requirement R5 looks backward. Specifically, the language in Requirement R5, “becoming incapable,” indicates the unit was previously capable of meeting the tuning requirements in Requirement R3, but is no longer capable. Restated, Requirement R5 addresses units that were previously working but are now no longer working. The intent of Requirement R5 is to remove the “tiered” approach to PSS repair/replacement following a failure. A simple, streamlined approach to allow the Generator Owner sufficient time to repair or replace a broken PSS has been written. Consideration has been given for the need to procure parts or new equipment, schedule an equipment/unit outage, and install and test the repaired or replaced PSS. It is recognized that in some instances, it may require (1) replacement of an AVR, and (2) the existence of a PSS, or both the AVR and the PSS may need to be replaced to achieve a functioning system. The 24‐month time frame is sufficient to return a functional, operating PSS to service. Page 13 of 14 VAR‐501‐WECC‐3.14 – Power System Stabilizer * FOR INFORMATIONAL PURPOSES ONLY * Enforcement Dates: Standard VAR‐501‐WECC‐3 — Power System Stabilizer United States Standard Requirement Enforcement Date VAR‐501‐WECC‐3 TBD TBD Inactive Date Page 14 of 14 Exhibit A-2 Proposed Regional Reliability Standard VAR-501-WECC-4 – Power System Stabilizer (Clean) VAR-501-WECC-4 – Power System Stabilizer A. Introduction 1. Title: Power System Stabilizer (PSS) 2. Number: VAR-501-WECC-4 3. Purpose: To ensure the Western Interconnection is operated in a coordinated manner under normal and abnormal conditions by establishing the performance criteria for WECC power system stabilizers. 4. Applicability: 4.1 Generator Operator 4.2 Generator Owner 5. Facilities: This standard applies to synchronous generators, connected to the Bulk Electric System, meeting the definition of Commercial Operation. 6. Effective Date: The first day of the first quarter following regulatory approval. B. Requirements and Measures R1. Each Generator Owner shall provide to its Transmission Operator, the Generator Owner’s written Operating Procedure or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the Automatic Voltage Regulator (AVR), within 180 days of any of the following events: [Violation Risk Factor: Low] [Time Horizon: Planning Horizon] • The effective date of this standard; • The PSS’s Commercial Operation date; or • Any changes to the PSS operating specifications. M1. Each Generator Owner will have documented evidence that it provided to its Transmission Operator, within the time allotted as described in the procedures required under Requirement R1, written Operating Procedures or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the AVR. For auditing purposes, because Requirement R1 conditions are intended to be unchanged unless the Transmission Operator is otherwise notified, the Generator Owner only needs to provide the documentation to the Transmission Operator one time, or whenever the operating specifications change. For auditing purposes, if a PSS is in service but is not providing an active signal to the AVR as described in Requirement R1, the disabled period does not count against the Requirement R2 mandate to be in service except as otherwise allowed. R2. Each Generator Operator shall have its PSS in service while synchronized, except during any of the following: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] • Component failure Page 1 of 11 VAR-501-WECC-4 – Power System Stabilizer • Testing of a Bulk Electric System Element affecting or affected by the PSS • Maintenance • As agreed upon by the Generator Operator and the Transmission Operator A PSS that is out of service for less than 30 minutes does not create a violation of this Requirement, regardless of cause. M2. Each Generator Operator will have documentation of each claimed exception specified in Requirement R2. Documentation may include, but is not limited to: • A written explanation covering the bulleted exception that describes the circumstances of the exception as allowed in Requirement R2. • Documented evidence that the Generator Operator and the Transmission Operator agreed the PSS would not be operating during a specified set of circumstances, where the exception is claimed under the last bullet of Requirement R2. For auditing purposes, the presumption is that the PSS was in service unless otherwise exempted in Requirement R2. Evidence need only be provided to prove the circumstances during which the PSS was not in service for periods in excess of 30 minutes. R3. Each Generator Owner shall tune its PSS to meet the following inter-area mode criteria, except as specified in Requirement R3, Part 3.5 below: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] 3.1. PSS shall be set to provide the measured, simulated, or calculated compensated Vt/Vref frequency response of the excitation system and synchronous machine such that the phase angle will not exceed ± 30 degrees through the frequency range from 0.2 Hertz to the lesser of 1.0 Hertz or the highest frequency at which the phase of the Vt/Vref frequency response does not exceed 90 degrees. 3.2. PSS output limits shall be set to provide at least ±5% of the synchronous machine’s nominal terminal voltage. 3.3. PSS gain shall be set to between 1/3 and 1/2 of maximum practical gain. 3.4. PSS washout time constant shall be no greater than 30 seconds. 3.5. Units that have an excitation system or PSS that is incapable of meeting the tuning requirements of Requirement R3 are exempt from Requirement R3 until the voltage regulator is either replaced or retrofitted such that the PSS becomes capable of meeting the tuning requirements. M3. Each Generator Owner will have documented evidence that its PSS was tuned to meet the specifications of Requirement R3. Page 2 of 11 VAR-501-WECC-4 – Power System Stabilizer If the exception under Requirement R3, Part 3.5, is claimed, the Generator Owner will have documented evidence describing: 1) the conditions that render the PSS incapable of meeting the tuning requirements, and 2) the date the voltage regulator was last replaced or retrofitted. R4. Each Generator Owner shall install and complete start-up testing of a PSS on its generator within 180 days of either of the following events: [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] • The Generator Owner connects a generator to the BES, after achieving Commercial Operation, and after the Effective Date of this standard. • The Generator Owner replaces the voltage regulator on its existing excitation system, after achieving Commercial Operation for its generator that is connected to the BES, and after the Effective Date of this standard. M4. Each Generator Owner will have evidence that it installed and completed start-up testing of a PSS on its generator within 180 days of either of the conditions described in Requirement R4, and when those conditions occur after the Effective Date of this standard. The first bullet of Requirement R4 only applies to equipment on its initial (first energization) connection to the BES. R5. Each Generator Owner shall repair or replace a PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications stated in Requirement R3. [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M5. Each Generator Owner will have evidence that it repaired or replaced its PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications of Requirement R3. Evidence may include, but is not limited to, documentation of the date the PSS became incapable of meeting the Requirement R3 tuning specifications, and the date the PSS was returned to service, demonstrating that the span of time between the two events was less than 24 months. Page 3 of 11 VAR-501-WECC-4 – Power System Stabilizer C. Compliance 1. Compliance Monitoring Process 1.1 Compliance Enforcement Authority: “Compliance Enforcement Authority” means NERC or the Regional Entity, or any entity as otherwise designated by an Applicable Governmental Authority, in their respective roles of monitoring and/or enforcing compliance with mandatory and enforceable Reliability Standards in their respective jurisdictions. 1.2. Evidence Retention: The following evidence retention period(s) identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full-time period since the last audit. The applicable entity shall keep data or evidence to show compliance as identified below unless directed by its Compliance Enforcement Authority to retain specific evidence for a longer period of time as part of an investigation. • Each Generator Operator shall keep evidence for all Requirements of the document for a period of three years plus calendar current. 1.3 Compliance Monitoring and Enforcement Program: As defined in the NERC Rules of Procedure, “Compliance Monitoring and Enforcement Program” refers to the identification of the processes that will be used to evaluate data or information for the purpose of assessing performance or outcomes with the associated Reliability Standard. Page 4 of 11 VAR-501-WECC-4 – Power System Stabilizer R Violation Severity Levels Lower VSL R1 Moderate VSL High VSL Severe VSL NA NA NA The Generator Owner failed to provide its PSS operating specifications to the Transmission Operator as required in Requirement R1. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 30 minutes but less than 60 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 60 minutes but less than 120 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 120 minutes but less than 180 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 180 minutes. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, two times or fewer during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, three times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, four times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, five times or more during the audit period. R4 NA NA NA The Generator Owner failed to install on its generator a PSS, as required in Requirement R4. R5 NA NA NA The Generator Owner failed to repair or replace a nonoperational PSS as required in Requirement R5. R2 R3 Page 5 of 11 VAR-501-WECC-4 – Power System Stabilizer D. Regional Variances None. E. Associated Documents None. Version History Version Date Action 1 April 16, 2008 Permanent Replacement Standard for VAR-STD-002b-1 1 October 28, 2008 Adopted by NERC Board of Trustees 1 April 21, 2011 FERC Order issued approving VAR501-WECC-1 (FERC approval effective June 27, 2011; Effective Date July 1, 2011) 2 November 13, 2014 Adopted by NERC Board of Trustees 2 March 3, 2015 FERC letter order approved VAR-501-WECC-2 3 February 9, 2017 Adopted by NERC Board of Trustees 3 April 28, 2017 FERC letter order approved VAR-501-WECC-3 3.1 August 10, 2017 Adopted by the NERC Board of Trustees 3.1 September 26, 2017 FERC letter order issued approving VAR-501-WECC-3.1 4 December 6, 2022 WECC Standards Committee accepted a “no change “ recommendation followed by Change Tracking Errata Non-substantive changes were approved by the Page 6 of 11 VAR-501-WECC-4 – Power System Stabilizer an information-only filing to NERC. 4 WECC Standards Committee as allowed in the WECC Reliability Standards Development Procedures. An information-only filing provided to NERC reflects the following: 1) updates to the template and syntax, 2) removal of stale-dated language from the Effective Date, 3) deletion of “For auditing purposes of…” from M4, 4) in the Guidance section, “dampen” was replaced with “damp”, and syntax was addressed deleting “still”, “of those”, “of the”, and “to ensure” was replaced with “ensuring”, and “wash out” was replaced with “washout.” TBD Page 7 of 11 VAR-501-WECC-4 – Power System Stabilizer Guideline and Technical Basis PSS systems are used to minimize real power oscillations by rapidly adjusting the field of the generator to damp the low-frequency oscillations. It is necessary for large numbers of PSS devices to be in operation in the Western Interconnection to provide the required system damping while allowing for some units to be out of service whenever necessary. Mandate to Install a PSS Nothing in this Regional Reliability Standard (RSS) should be construed to require installation of a PSS solely because a PSS is not currently installed as of the Effective Date of this RRS. Rather, installation is only mandated on the occurrence of either triggering event described in Requirement R4, Bullet 1 or Bullet 2, after the Effective Date of the RRS. It should be noted that a PSS is neither Transmission nor generation. Requirement R1 Requirement R1 addresses normal operating conditions. Requirement R1 recognizes that PSS systems have varying states, such as on, off, active, and non-active. As long as the PSS is operating in accordance with the documentation provided to the Transmission Operator, this is not considered a status change for purposes of this Standard. This Requirement eliminates the requirement to count hours as required in the previous version of this Standard while also allowing the Generator Owner to create a unit-specific operating plan. The intent of Requirement R1 is to provide the Transmission Operator, the PSS operating zone in which the PSS is “active” providing damping to the power system. Some PSS may be programmed to become “active” at a specified megawatt loading level and above while others may be programmed to be “active” in a particular band of megawatt loading levels and are “non-active” only when passing through the “rough zone” or some other band. A “rough zone” is a megawatt loading band in which the generator-turbine system could contribute to system instability. Requirement R2 This Requirement only applies when the PSS is out of service for a period greater than 30 minutes. Unlike Requirement R1, Requirement R2 addresses exceptions to normal operation. Page 8 of 11 VAR-501-WECC-4 – Power System Stabilizer The intent of Requirement R2 is to remove the previous requirement to log hours for PSS in service. In this Standard’s previous version, the logged hours were totaled quarterly to meet the 98% in-service requirement. Instead of documenting the number of hours excluded, this Requirement simplifies the process by allowing the Generator Operator to communicate to the Transmission Operator the circumstances that render the PSS unavailable to the Transmission Operator (such as component failure, maintenance, and testing). Requirement R3 Nothing in this RSS should be construed to mandate the design criteria for the equipment used to produce the tuning output of the PSS. Rather, Requirement R3 is intended to address the design criteria for the tuning output of the PSS. Unlike the language in Requirement R5 that looks backward to address units that were once operating but are no longer capable of operating, Requirement R3 looks forward, requiring that units be tuned to the specified parameters. The PSS transfer function should compensate the phase characteristics of the generator, exciter, and power (GEP) system transfer function so the compensated transfer function ((PSS(s) * GEP(s)) has a phase characteristic of ± 30 degrees in the frequency range. The GEP(s) transfer function is a theoretical transfer function, and its phase characteristic cannot be directly measured during field tests (only via simulation). Thus, the Requirement recognizes the practical approach of measuring the frequency response between voltage reference set point and terminal voltage (Et/Vref) and using the phase characteristic of such frequency response as being the phase characteristic of GEP(s). The phase characteristic of Et/Vref is a better approximation to the phase characteristic of GEP(s) when the frequency response Et/Vref is obtained with the generator synchronized to the grid at its minimum stable power output. In an effort to allow for reasonable washout time constants, the Requirement specifies 0.2 Hz as the applicable threshold. The 0.2 Hz threshold more closely aligns with the observed oscillation frequencies. A properly tuned PSS should provide positive damping to the local mode of oscillation, which typically has a frequency higher than 1.0 Hz. This Requirement modifies the requirement associated with the adjustment of the PSS gain. The standard no longer defines the PSS gain in terms of gain margin but instead requires the final PSS gain to be between 1/3 (10 dB) and 1/2 (6 dB) of the maximum practical gain that could be achieved during PSS commissioning. The maximum practical gain might be associated with the excessive noise or raised higher-frequency oscillations in the closed loop response (exciter mode) or any other form if there is inadequate closed-loop performance, as determined during PSS commissioning. It is now part of Measure M3 to show the field test results that led to the determination of the maximum practical gain. Page 9 of 11 VAR-501-WECC-4 – Power System Stabilizer Requirement R4 Requirement R4 requires a Generator Owner to install a PSS on new applicable units or when excitation systems are replaced or retrofitted on existing applicable units. This Requirement applies to new excitation systems and not to existing systems that do not have PSS. The Requirement also allows a reasonable amount of time for the commissioning of new PSS. Requirement R5 Unlike the language in Requirement R3 that looks forward ensuring that a unit is tuned, Requirement R5 looks backward. Specifically, the language in Requirement R5, “becoming incapable,” indicates the unit was previously capable of meeting the tuning requirements in Requirement R3, but is no longer capable. Restated, Requirement R5 addresses units that were previously working but are now no longer working. The intent of Requirement R5 is to remove the “tiered” approach to PSS repair/replacement following a failure. A simple, streamlined approach to allow the Generator Owner sufficient time to repair or replace a broken PSS has been written. Consideration has been given for the need to procure parts or new equipment, schedule an equipment/unit outage, and install and test the repaired or replaced PSS. It is recognized that in some instances, it may require (1) replacement of an AVR, and (2) the existence of a PSS, or both the AVR and the PSS may need to be replaced to achieve a functioning system. The 24-month time frame is sufficient to return a functional, operating PSS to service. Page 10 of 11 VAR-501-WECC-4 – Power System Stabilizer * FOR INFORMATIONAL PURPOSES ONLY * Enforcement Dates: Standard VAR-501-WECC-3 — Power System Stabilizer United States Standard Requirement Enforcement Date VAR-501-WECC-3 TBD TBD Inactive Date Page 11 of 11 Exhibit B Summary of Development History and Complete Record of Development <Public> Attachment E Project Roadmap WECC-0148 VAR-501-WECC-4 Power System Stabilizer Informational Only Filing Project Roadmap Actions Completed 1. Standard Authorization Request (SAR) Filed March 9, 2022 2. WECC Standards Committee (WSC) approved the SAR March 16, 2022 3. Drafting Team (DT) Solicitation March 30, 2022 4. DT Meeting June 21, 2022 5. DT Meeting June 28, 2022 6. July 11, 2022 8. Notice to Standard Email List for Proposed Non‐Substantive Changes – No Substantive Changes Proposed Posting 1 for Information Only – Comment/Response not Required Posting 1 Letter to WSC for Proposed Non‐Substantive Changes 9. WSC Approved Non‐Substantive Changes December 6, 2022 10. WECC Board of Directors—Approved Not Required 11. Informational Filing pending at NERC TBD 12. NERC Board of Trustees Approves TBD 7. July 16, 2022 July 16, 2022 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org Standard Authorization Request WECC-0148 VAR-501-WECC-4 Power System Stabilizer Five-year Review Overview This Standard Authorization Request (SAR) was received March 7, 2022, and deemed complete the same day. The WECC Standards Committee (WSC) vetted this SAR on March 16, 2022. This SAR can be reviewed on the WECC-0148 project page at the Standard Authorization Request accordion. If you have questions regarding this SAR, please contact W. Shannon Black at (503) 3075782. Introduction This is a request for five-year review of WECC Regional Reliability Standard VAR-501-WECC-3.1 Power System Stabilizer.1 Requester Information Primary contact • First name: W. Shannon • Last name: Black • • Email: Phone: [email protected] (503) 307-5782 • Organization name: Western Electricity Coordinating Council (WECC) Alternate • First name: Donovan • • Last name: Email: Crane [email protected] • Phone: Per the WECC Reliability Standards Procedures, Maintenance of RRSs and CRTs: ‘The WSC shall ensure that each…RRS is reviewed at least once every five years from the effective date of the most recent version of the document under review. If the review identifies needed changes, the WSC shall cause a remedial SAR to be filed. If the review does not identify needed changes, no further action is required.” 1 155 N ort h 400 W est | Sui t e 200 | Sal t Lak e City , Ut ah 84103 www. wec c. or g Standard Authorization Request WECC-0148 VAR-501-WECC-4 Power System Stabilizer Five-year Review Type of Request This is a request for five-year review of a WECC Regional Reliability Standard. Create, Modify, Retire or Review a Document Requested Action (Select one) • This is a request for a five-year review of a WECC Regional Reliability Standard (RRS). Document Type (Select one) • WECC Regional Reliability Standard Issue This project is assigned WECC Tracking Number WECC-0148. This a request for a five-year review mandated per the WECC Reliability Standards Development Procedures (Procedures). Proposed Remedy This request will review and update the entire document, as needed. No specific concerns have been identified. The drafting team is authorized to recommend “no change” after reviewing the document. Applicable Entities Each function will be reviewed if affected. A dropdown will be provided. Check all applicable blocks. 4. Functional Entities: 4.1. Generator Operator 4.2. Generator Owner Detailed Description This request will review and update the entire document, as needed. No specific concerns have been identified. Affected Reliability Principles • Reliability Principle 1 — Interconnected bulk power systems shall be planned and operated in a coordinated manner to perform reliably under normal and abnormal conditions as defined in the NERC Standards. 2 Standard Authorization Request WECC-0148 VAR-501-WECC-4 Power System Stabilizer Five-year Review Document Information NA Reference Uploads Provide Additional Comments (if needed). NA 3 WECC Standards Committee Meeting Agenda Virtual Virtual meeting link | Dial-in Number: 1-415-655-0003, Attendee Access Code: 2456 527 7931 1. Welcome, Call to Order—James Avery 2. Review WECC Antitrust Policy—Steven Rueckert WECC Antitrust Policy. Please contact WECC legal counsel if you have any questions. 3. Approve Agenda—James Avery 4. Review and Approve Previous Meeting Minutes—James Avery Approval Item: December 7, 2021, minutes 5. Review of Previous Action Items—W. Shannon Black Standards Voting Segment Representatives; Drafting Team Nominees; Charter and Glossary Review 6. Request to Approve Standard Authorization Request WECC-0148 VAR-501-WECC-4, Power System Stabilizer, Five-year Review 7. Request to Approve Drafting Nominations—W. Shannon Black WECC-0146 TPL-001-WECC-CRT-4, Transmission System Planning Performance WECC-0147 BAL-004-WECC-3, ATEC Five-year Review with Focus on Requirement R1 8. Standard Voting Segment Criteria Application—W. Shannon Black 9. Reports—Various SVS 6 welcomes Tim Kelley to the WSC 10. Action Without a Meeting—W. Shannon Black No report 11. Public Comment WSC Meeting Agenda—March 16, 2022 12. Review of New Action Items—W. Shannon Black 13. Review Upcoming Meetings To Be Determined ..................................................................................... TBD 14. Adjourn 2 Black, Shannon From: Sent: Subject: Black, Shannon Wednesday, 30 March, 2022 10:50 AM WECC-0148 VAR-501-WECC-4 Notice of Drafting Team Solicitation WECC-0148 VAR-501-WECC-4 Power System Stabilizer – Five-year Review Drafting Team nominations are being solicited for the following project: • WECC-0148 VAR-501-WECC-4 Power System Stabilizer - Five-year Review This project will complete a five-year review mandated per the WECC Reliability Standards Development Procedures (Procedures). This request will review and update the entire document, as needed. No specific concerns have been identified. The drafting team is authorized to recommend “no change” after reviewing the document. If you have an interest in participating on this drafting team, please submit a “DT Nomination Form” found on the Standards Under Development Page. From the Tracking Number drop down menu, please select “WECC-0148.” Nominations will be addressed at the next scheduled WECC Standards Committee (WSC) meeting. W. Shannon Black, JD WECC Consultant, Standards Processes (503) 307-5782 [email protected] 1 WECC-0148 VAR-501-WECC-4 Power System Stabilizer Drafting Team Meeting Agenda Virtual Webinar Link | Password: WECC | Dial‐in Number: 1‐415‐655‐0003, Attendee Access Code: 2456 499 7510 June 21, 2022, 10:00 a.m. to 12:00 p.m. 1. Welcome, Call to Order, Introductions—W. Shannon Black 2. Review WECC Antitrust Policy—W. Shannon Black WECC Antitrust Policy. Please contact WECC legal counsel if you have any questions. 3. Approve Agenda 4. Review and Approve Previous Meeting Minutes Approval Item: No Previous Minutes 5. Review of Previous Action Items—W. Shannon Black 6. Drafting—W. Shannon Standard Authorization/Scope Review; Review of Development Principles 7. Public Comment 8. Review of New Action Items 9. Review Upcoming Meetings June 28, 2022, 10:00 a.m. to 12:00 p.m. ...................................................Virtual TBD, 10:00 a.m. to 12:00 p.m. ..................................................................Virtual All DT meeting announcements are for Mountain Time. 10. Adjourn WECC-0148 VAR-501-WECC-4 PSS Drafting Team Meeting Virtual 10:00 a.m.—12:00 p.m. Mountain Time, Tuesday, June 28, 2022 Learn More Black, Shannon From: Sent: Subject: Black, Shannon Monday, July 11, 2022 4:05 PM WECC-0148 VAR-501-WECC-4 – No Substantive Changes Recommended WECC-0148 VAR-501-WECC-4 – No Substantive Changes Recommended Recommendation The WECC-0148 VAR-501-WECC-4 (VAR), Power System Stabilizer, Drafting Team (DT) is recommending that no changes be made to the Standard. If the WECC Standards Committee (WSC) accepts that recommendation, an information-only filing at NERC is recommended. Overview On June 21, 2022, the DT began a five-year review of the Standard as required by the WECC Reliability Standards Development Procedures (Procedures). On July 1, 2022, after reviewing the entire document during multiple public meetings, the DT unanimously agreed that no Substantive Changes should be made to the Standard. Non-Substantive Changes The DT is recommending the following Non-Substantive Changes: Updates to the document template, numbering, and boilerplate sections as provided by NERC Removal of stale-dated verbiage included in the Effective Date Removal of the redundant phrase, “[F]or auditing purposes….” From Measure M4 Updates to syntax Correction of “[s]tandard” to “[S]tandard” Correction of “dampen” to “damp” in the Rationale and Guidance section For more information, a redlined version showing the Non-Substantive Changes will be posted to the WECC-0148 Home Page, on the Posting 1 For Comment accordion. If you have comments or concerns regarding the recommendation, please contact W. Shannon Black. 1 W. Shannon Black, JD WECC Consultant, Standards Processes (503) 307-5782 [email protected] 2 <Public> Response to Comments Posting 1—45-Day at NERC August 16 through September 29, 2023 WECC-0148 VAR-501-WECC-4 Power System Stabilizer Information Only Filing Posting 1—45-Day NERC The WECC-0148 VAR-501-WECC-4, Power System Stabilizer Drafting Team (DT) thanks everyone who submitted comments on the proposed project. WECC-0148 is an information-only filing proposing no Substantive changes. 1 Posting This project was posted for comment by NERC from August 16, 2023, through September 29, 2023. NERC distributed notice for the posting on August 16, 2023. NERC asked stakeholders to provide feedback on the proposed project through a standardized electronic template. NERC reported there “were 9 sets of responses, including comments from approximately 14 different people from approximately 9 companies representing 4 of the Industry Segments.” After review of the NERC-provided document, WECC found responses from seven organizations (some with member organization subcomponents), and 13 persons identified in the following Table of Respondents. Location of Comments All comments provided to WECC by NERC can be reviewed in their original format on the WECC-0148 project page under the “Submit and Review Comments” accordion. Changes in Response to Comment After consideration of all comments received, no further changes were made to this project. The terms Substantive and Non-Substantive are defined terms found in the WECC Relibaility Standards Development Procedures. https://www.wecc.org/Reliability/WECC%20Reliability%20Standards%20Development%20Procedures%20%20FERC%20Approved%2009-13-2021.pdf 1 155 No rt h 400 We st | Suit e 200 | Sa lt Lake Cit y , U ta h 84103 www.we c c .o rg <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Minority View No minority views were raised. Proposed Effective Date The proposed Standard can be implemented immediately upon receipt of final regulatory approval. Information Only—No Substantive Changes This project represents an “Information Only” filing with no Substantive changes. Per the WECC Relibaility Standards Development Procedures (Procedures), if no Substantive changes are requested to a Regional Standard, no further due process is required. Specifically, WECC Board of Directors (Board) approval is not required. On July 11, 2022, a list2 of proposed Non-Substantive changes was distributed to the Standards Email List (SEL) inviting comments or concerns to be forwarded to WECC Standards staff. A redline and a clean version of the project was posted on the WECC-0148, Posting 1 for Comment accordion. No comments were received. On July 16, 2022, WECC posted a letter3 to the WSC informing the WSC of its scope and authority to address an information only filing. The letter was published to the WECC-0148 home page on the Posting 1 for Comment accordion. On December 6, 2022, during a duly noticed WSC meeting, the WSC reviewed the letter from July 16, 2022, and was briefed on the WSC’s Procedural authority to approve the project with no further due process, so long as all changes were deemed Non-Substantive. The WSC concurred4 that all proposed changes were Non-Substantive. Because the proposed changes are all Non-Substantive, the WSC also concurred that neither a posting for comment, ballot, Board approval, nor an Implementation Plan were required per the Procedures. Table of Respondents Organization 1 ACES Power Marketing (ACES) Bob Soloman, Jodirah Green, Kris Carper 2 Arizona Public Service Company (APS) Daniel Atanasovski 3 Avista Corporation Glen Farmer, Mike Magruder, Robert Follini https://www.wecc.org/Administrative/WECC-0148%20Notice%20of%20No%20Substantive%20Change.pdf https://www.wecc.org/Reliability/WECC-0148%20VAR-501-WECC-3.1%20%20Letter%20to%20WSC%20Requesting%20Information%20Only%20Filing%20-%20FINAL.docx 4 https://www.wecc.org/Administrative/2022-0316%20WSC%20Proposed%20Meeting%20Minutes%20for%20approval%202022-12-06-2022%20%20FINAL%20FROM%20TECH.docx 2 3 2 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Organization 4 BC Hydro and Power Authority (BC) Adrian Andreoiu, Helen Hamilton Harding, Hootan Jarollahi 5 Bonneville Power Administration (BPA) Andrea Jessup 6 Salt River Project (SRP) Israel Perez 7 United States Bureau of Reclamation Richard Jackson (USB) Contacts and Appeals If you feel your comment has been omitted or overlooked, please contact W. Shannon Black, WECC Consultant, at (503) 307-5782. In addition, there is a WECC Reliability Standards appeals process. 3 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Index to NERC-provided Questions, Comments, and Responses Question 1) Do you agree the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? 2) Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? 3) Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? 4) Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? 5) Does the proposed Regional Reliability Standard meet at least one of the following criteria a. The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. b. The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. c. The proposed regional difference is necessitated by a physical difference in the Bulk Power System. 4 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 1—Do you agree the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? Commenter Comment or Response ACES Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Mike Magruder Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Robert Follini Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BC Yes Response 5 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 6 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 2— Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? Commenter Comment or Response ACES No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Mike Magruder No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Robert Follini No Response 7 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BC No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 8 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 3— Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? Commenter Comment or Response ACES No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Mike Magruder No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Robert Follini No Response 9 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BC No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 10 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 4— Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? Commenter Comment or Response ACES No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS No. Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Mike Magruder No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Robert Follini No Response 11 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BC No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 12 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 5—Does the proposed Regional Reliability Standard meet at least one of the following criteria: d. The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. e. The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. f. The proposed regional difference is necessitated by a physical difference in the Bulk Power System. Commenter Comment or Response ACES Yes. Thank you for the opportunity to comment. Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer No Response The WECC-0148 Drafting Team (DT) appreciates Avista’s negative response; however, Avista has failed to explain their response, identify any issues, or suggest any proposed changes. As such, the DT can neither identify nor remedy Avista’s concern. Commenter Comment or Response Avista - Mike Magruder No Response The WECC-0148 Drafting Team (DT) appreciates Avista’s negative response; however, Avista has failed to explain their response, identify any issues, or suggest any proposed changes. As such, the DT can neither identify nor remedy Avista’s concern. Commenter Comment or Response Avista - Robert Follini No Response 13 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates Avista’s negative response; however, Avista has failed to explain their response, identify any issues, or suggest any proposed changes. As such, the DT can neither identify nor remedy Avista’s concern. Commenter Comment or Response BC Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP Yes. While there are regional and physical differences, the changes proposed are mainly grammatical and all are minor. Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 14 Letter to WSC Requesting Information-Only Filing Recommendation The WECC‐0148 VAR‐501‐WECC‐4 (VAR), Power System Stabilizer, Drafting Team (DT) is recommending that no changes be made to the Standard. If the WECC Standards Committee (WSC) accepts that recommendation, an information‐only filing at NERC is recommended. Overview On May 2, 2016, a WECC Ballot Pool approved VAR‐501‐WECC‐3, Power System Stabilizer, after eight postings for comment. On April 28, 2017, FERC approved the Standard via letter order followed by Version 3.1 errata on September 26, 2017. Between 2016 and 2022, no known concerns were raised regarding the text the of the Standard. On June 21, 2022, the DT began a five‐year review of the Standard as required by the Procedures. On July 1, 2022, after reviewing the entire document during multiple public meetings, the DT unanimously agreed that no Substantive Changes1 should be made to the Standard. A straw poll from non‐DT members in attendance concurred with the DT’s conclusion. Non-Substantive Changes The DT is recommending the following Non‐Substantive Changes: 1 Updates to the document template, numbering, and boilerplate sections as provided by NERC Removal of stale‐dated verbiage included in the Effective Date Removal of the redundant phrase, “[F]or auditing purposes….” From Measure M4 Updates to syntax Correction of “[s]tandard” to “[S]tandard” Correction of “dampen” to “damp” in the Rationale and Guidance section Definitions, Procedures. 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org Letter to WSC Requesting Information-Only Filing Standard of Review Per the WECC Standards Committee (WSC) Charter, the WSC administers the Procedures. Per the Procedures, each of the above proposed changes is a Non‐Substantive Change2, and does not require a posting for comment.3 Although the Procedures require a ballot to make Non‐Substantive Changes after a posting for comment4, the Procedures are silent where a DT recommends only Non‐Substantive Changes, which require neither a posting nor a ballot. For guidance, the Procedures provide that if the WSC identifies a Non‐Substantive Change after comments are received, and/or after a ballot has opened, the “correction shall be filed for approval with NERC”, as appropriate.5 Further, implementing “updated document styles, templates, or standardized language…is explicitly within the purview of staff and does not require further approval.”6 Finally, as a matter of precedence, the WSC has previously accepted a “no change” recommendation regarding a WECC Criterion that had neither been posted nor balloted.7 In light of the above, the DT requests the WSC exercise its discretion by approving the proposed Non‐ Substantive Changes: 1) without a posting, 2) without a ballot, 3) followed by an information‐only filing at NERC. Non‐Substantive Changes, Definitions, Procedures, are those changes: “that do not change the scope, applicability, or intent of any requirement, including correcting the numbering of a requirement, correcting references, changes to document styles and templates, correcting the spelling of a word, adding an obviously missing word, or rephrasing a requirement for improved clarity.” 3 “Non‐Substantive Changes do not require a posting/comment/response cycle.” Treatment of Non‐Substantive Changes, Procedures, page 12. 4 Treatment of Substantive Changes, Procedures, pages 11‐12. 5 “[T]he WSC agrees that the correction of the error does not change the scope or intent of the associated [Standard], and agrees that the correction has no material impact on the applicable entities, then the correction shall be filed for approval with NERC and applicable governmental authorities as appropriate.” Treatment of Non‐Substantive Changes, Regional Reliability Standards, Procedures, page 12. 6 Procedures, page 12. 7 In December 2016, the WSC approved WECC‐0112, COM‐001‐WECC‐CRT‐2.1, Digital Circuits Synchronization, a WECC Criterion. 2 2 WECC Standards Committee Meeting Minutes December 6, 2022 Virtual 1. Welcome, Call to Order James Avery, WECC Standards Committee (WSC) Chair, called the meeting to order at 1:00 p.m. on December 6, 2022. A quorum was established. A list of attendees is attached as Exhibit A. 2. Review WECC Antitrust Policy Steven Rueckert, WECC Director of Standards, read aloud the WECC Antitrust Policy statement. The meeting agenda included a link to the posted policy. 3. Approve Agenda Mr. Avery introduced the proposed meeting agenda. On a motion by Dana Cabbell, the WSC approved the agenda. 4. Review and Approve Previous Meeting Minutes The WSC approved the June 14, 2022, meeting minutes. The WSC did not hold a meeting in September 2022. A report on the Action Without a Meeting concluding on September 29, 2022, is included below. On a motion by Mr. Avery, the WSC approved the minutes. 5. Review of Previous Action Items W. Shannon Black reviewed action items carried over from previous meetings of the WSC. Staff was asked to seek WECC Legal counsel on whether the Western Interconnection Regional Advisory Body (WIRAB) qualifies for service in Standards Voting Segment (SVS) 9. Consultation with Chris Albrecht, WECC Legal, concluded that WIRAB does not meet the criteria for service in SVS 9; however, the WSC recognized the value provided by WIRAB when networking for that segment. This action is complete. 6. WECC-0149 Table Revision Project—Request for Ballot On October 18, 2022, the WECC-0149 Table Revision Process Drafting Team (WECC-0149 DT) agreed by majority vote to forward the project to the WSC with a request for ballot. WSC Meeting Minutes December 6, 2022 The project is a continuation of WECC-0141 FAC-501-WECC-3, Transmission Maintenance. The project is designed to streamline implementation of WECC-0141 by shifting implementation away from NERC and back to WECC. On a motion by Mr. Avery, the WSC approved WECC-0149 Table Revision Process for ballot. 7. WECC-0150—PRC-001-WECC-CRT-3 Governor Droop—SAR Request— Convene a Drafting Team On October 18, 2022, Standard Authorization Request (SAR) WECC-0150 PRC-001-WECC-CRT3, Governor Droop, Five-year Review was received and deemed complete. The SAR can be reviewed on the WECC-0150 on the SAR Form accordion. The SAR is a request for five-year review per the Procedures. No issues have been identified. After review, the drafting team is authorized to recommend “no change” if changes are deemed unnecessary. This document was last reviewed as WECC-0125. On a motion by Mr. Avery, the WSC approved Standard Authorization Request PRC-001WECC-CRT-3, Governor Droop, Five-year Review. The WSC instructed staff to solicit a drafting team. 8. WECC-0148 VAR-501-WECC-4—Power System Stabilizer/No Change— Information Only Filing “No Substantive Change"—Informational Filing Only On June 21, 2022, the WECC-0148 drafting team (WECC-0148 DT) began a five-year review of VAR-501-WECC-4, Power System Stabilizer, as required by the Procedures. On July 1, 2022, after reviewing the entire document during multiple public meetings, the DT unanimously agreed that no Substantive Changes should be made to the Standard. On July 11, 2022, a list of proposed non-substantive changes was distributed to the Standards Email List (SEL) inviting comments or concerns to be forwarded to WECC Standards staff. A redline and a clean version of the project was posted on the WECC-0148, Posted for Comment accordion. No comments were received. Non-substantive changes do not require a posting for comment.1 “Non-Substantive Changes do not require a posting/comment/response cycle. Non-Substantive errors discovered prior to the opening of a WECC ballot on either an RRS or a CRT may be corrected by WECC staff.” Treatment of Non-Substantive Changes, Procedures, page 12. 1 2 WSC Meeting Minutes December 6, 2022 The WSC was briefed on its procedural authority to approve the project with no further due process, so long as all changes were deemed non-substantive. (See Attachment A, Request for Information Filing.) On a motion by Ms. Cabbell, the WSC accepted WECC-0148 VAR-501-WECC-4 (VAR), Power System Stabilizer as presented with only non-substantive changes. The WSC instructed staff to prepare an information-only filing for NERC. Per the Procedures, no further due process is required for this project. 9. WECC-0151 INT-007-WECC-CRT-4—Processing of Emergency Requests for Interchange (RFI)/SAR Approval Recommending No Change “No Substantive Change”—No Further Action Required The INT suite of WECC Criteria: 1) was originally drafted by and for the use of the subject matter experts (SME) of the Interchange Scheduling and Accounting Subcommittee (ISAS). WECC-0151 is due for a five-year review per the Procedures. On July 15, 2022, Standards staff requested that WECC Staff Liaison, Layne Brown, ask the ISAS to review WECC-0151 to determine whether the document required substantive changes. On August 8, 2022, Danielle Smith (Sacramento Municipal Utility District and chair of the ISAS) reported to Standards staff that members of the ISAS had reviewed the document and were recommending that no substantive changes be made.2 The following non-substantive change was requested: Change the footnote from “See Guidance section” to “See Guidance, under Rationale section.” On November 1, 2022, a recommendation of “no substantive change” was dispatched to the SEL inviting comments or concerns to be forwarded to WECC Standards staff. No comments were received. On a motion by Mr. Avery, the WSC accepted WECC-0151 INT-007-WECC-CRT-4— Processing of Emergency Requests for Interchange (RFI) as presented with only nonsubstantive changes. The leadership of ISAS reviewed WECC-0151 and WECC-0152. Review included the current and out-going chair, plus the incoming vice-Chair. After individual review, the cohort held a conference reaching consensus on the proposed non-substantive changes. 2 3 WSC Meeting Minutes December 6, 2022 This action completes the five-year review required per the Procedures. An updated version of the WECC Criterion will be published. 10. WECC-0152 INT-016-WECC-CRT-4—Data Submittal/SAR Approval Recommending No Change “No Substantive Change”—No Further Action Required The INT suite of WECC Criteria: 1) was originally drafted by and for the use of the SMEs of the ISAS. WECC-0152 is due for a five-year review per the Procedures. On July 15, 2022, Standards requested that WECC Staff Liaison, Layne Brown, ask the ISAS to review WECC-0151 to determine whether the document required substantive changes. On August 8, 2022, Danielle Smith (Sacramento Municipal Utility District and chair of the ISAS) reported to Standards staff that members of the ISAS had reviewed the document and were recommending that no substantive changes be made.3 The following non-substantive changes were requested: In the Rationale section, in the first paragraph of “The Generic use of “Interchange Software,” replace, “[t]he interchange software currently falls under the purview of Peak Reliability” with “[t]he interchange software currently falls under the purview of the ATFWG and under contract with Reliability Coordinator West (RC West).” On November 1, 2022, a recommendation of “no substantive change” was dispatched to the SEL inviting comments or concerns to be forwarded to WECC Standards staff. No comments were received. On a motion by Mr. Rueckert, the WSC accepted WECC-0152 INT-016-WECC-CRT-4—Data Submittal as presented with only non-substantive changes. This action completes the five-year review required per the Procedures. An updated version of the WECC Criterion will be published. 11. WECC Glossary of Terms and Naming Conventions—Annual Review Annual Review—WECC Glossary The leadership of ISAS reviewed WECC-0150 and WECC-0151. Review included the current and out-going chair, plus the incoming vice chair. After individual review, the cohort held a conference reaching consensus on the proposed non-substantive changes. 3 4 WSC Meeting Minutes December 6, 2022 Per the WSC Charter, the WSC is required to annually review the WECC Glossary of Terms and Naming Conventions (WECC Glossary). The WECC Glossary only contains terms developed per the Procedures and used in active WECC Criteria. Because WECC uses NERC’s numbering and naming nomenclature, much of the WECC Glossary content duplicates that posted on the NERC website. To streamline the document, redundancies to the NERC website were deleted from the WECC Glossary and replaced with references to the NERC source documents. On a motion by Mr. Rueckert, the WSC approved the annual review of the WECC Glossary of Terms and Naming Conventions, accepting proposed elimination of redundant language and changing the document name to WECC Glossary of Terms Used in WECC Criteria. 12. Annual Election of WSC Vice Chair On December 7, 2021, Gary Nolan was elected as the WSC Vice Chair. On December 6, 2022, Mr. Nolan was nominated and affirmed to continue in that role. The WSC thanked Mr. Nolan for his continued dedication to the Standards development process. 13. WSC Charter and SVS 9 Application The WSC reviews its charter annually in December. On March 16, 2022, the WSC concluded that municipal utilities could be included in SVS 9 – Government. To ensure this finding is applied in future SVS solicitations, staff suggested adding the following footnote to the WSC Charter, Committee Composition and Governance, 1b. Membership Eligibility: “On March 16, 2022, the WSC approved municipal utilities for inclusion in SVS 9.” Although the footnote was approved for addition, later in the March 16, 2022, meeting, the WSC rescinded that approval opting instead for further discussion informed by a report by WECC legal counsel. After further discussion, the WSC concluded that SVS 9 was tailored to include entities not otherwise subject to the requirements of a Standard/WECC Criterion. This approach provides a modicum of checks and balances not otherwise afforded by inclusion of municipalities. Updates were made to the WSC Charter conforming meeting notice and posting requirements to those currently administered by WECC support staff. On a motion by Mr. Avery, the WSC approved changes to the WSC Charter as presented. The revised WSC Charter will be presented to the WECC Board of Directors during the 2023 Annual Meeting. 5 WSC Meeting Minutes December 6, 2022 14. Reports Standard Voting Segments—Full Cadre Mr. Black reported that, on June 30, 2022, and July 19, 2022, WECC dispatched a request for volunteers to serve in Standard Voting Segments (SVS) 2, 3, 5, 6, and 10 with terms of service terminating coincident with the close of the WECC Annual Meeting in September 2022. A single nominee for each SVS was received from each incumbent. Per the WSC Charter, a ballot was waived, and each nominee was deemed elected. The roster was forwarded to the WECC Board of Directors for informational purposes. WECC-0149 DT Change On July 12, 2022, W. Shannon Black was informed that Christopher Fecke-Stoudt had accepted employment at Salt River Project and would no longer be serving on the WECC-0149 project. Six members remain on the team. WECC-0142 Retire BAL-002-WECC-X Contingency Reserve The WECC-0142 project has not met for 18 months. Their current task is to create technical justification for the retirement of BAL-002-WECC-X, Contingency Reserve. The WECC-0142 DT requested to remain active until it creates an actionable work product. Mr. Avery asked staff to request the WECC-0142 Drafting Team Chair provide a project update to the WSC at the March 3, 2023 meeting. 15. Action Without a Meeting On September 15, 2022, the WECC-0146, TPL-001-WECC-CRT-3, Transmission System Planning Performance Drafting Team (DT) forwarded the project to the WSC with a request for ballot. Because the next duly noticed WSC meeting was not scheduled until December 6, 2022, Mr. Avery approved an Action Without a Meeting (AWM) per the WSC Charter, for the sole purpose of approving the project for ballot. On September 29, 2022, the AWM concluded with unanimous support approving the project for ballot. Balloting on the project is currently scheduled to conclude on December 16, 2022. 16. Public Comment Mr. Avery invited public comment. Alice Ireland, Proven Compliance Solutions, suggested that a due process procedure should be discussed to address stalled projects. Ms. Ireland suggested that a self-executing approach to project termination may not be the best approach. The concept was tabled for further development at the March 2023 meeting. 6 WSC Meeting Minutes December 6, 2022 17. Review of New Action Items Mr. Black reviewed action items carried over from this and previous meetings of the WSC. WECC-0142 o Mr. Avery asked staff to request the WECC-0142 Drafting Team Chair provide a project update to the WSC at the March 3, 2023, meeting. On December 13, 2022, the request was sent to the WECC-0142 email exploder. WECC-0148 VAR-501-WECC-4, Power System Stabilizer o WECC-0149 Table Revision Project o Publish an updated version, no further due process required. WECC-0152 INT-016-WECC-CRT-4, Data Submittal o Solicit a drafting team. WECC-0151 INT-007-WECC-CRT-4 , Processing of Emergency RFI o Ballot the project. WECC-0150 PRC-001-WECC-CRT-3, Governor Droop o Forward an information-only filing to NERC. Publish an updated version, no further due process required. WECC Glossary o Update and publish the Glossary to include a note explaining that WECC uses the same naming and numbering nomenclature as that used by NERC. WSC Charter o 18. Update for presentation to the Board in September 2023. Upcoming Meetings March 3, 2023, TBD ................................................................................. Salt Lake City, UT June 13, 20223, TBD ................................................................................. Salt Lake City, UT December 5, 2023, TBD ........................................................................... Salt Lake City, UT 19. Adjourn Mr. Avery adjourned the meeting without objection at 9:40 a.m. 7 WSC Meeting Minutes December 6, 2022 Exhibit A: Attendance List4 Members in Attendance Matthew Harward, Southwest Power Pool ................................................................................ SVS 2 RTO/ISO Dana Cabbell, Southern California Edison .......................................................................................... SVS 3 LSE Gary Nolan, Arizona Public Service (Proxy Jessica Lopez) .................................................SVS 5 Generators 5 Tim Kelley, Sacramento Municipal Utility District ...............................SVS 6 Broker/Aggregator/Marketers Crystal Musselman, Proven Compliance Solutions (Proxy Alice Ireland) ... SVS 8 Small Electricity Users6 Steven Rueckert, WECC ................................................................................................ SVS 10 Regional Entities James Avery, Chair .......................................................................................................... Non-Affiliated Director Members not in Attendance Ron Sporseen, Bonneville Power Administration .............................................................SVS 1 Transmission Marty Hostler, Northern California Power Agency..........................................................................SVS 4 TDU Caitlin Liotiris, Utah Association of Energy Users .................................... SVS 7 Large Electricity End Users Chris McLean, California Energy Commission ...................................................................SVS 9 Gov. Entities Terms of Service for SVSs: Terms of Service for SVSs 1, 4, 7, 8, and 9 conclude at the close of the 2023 WECC Annual Meeting. Terms of Service for SVSs 2, 3, 5, 6, and 10 conclude at the close of the 2022 WECC Annual Meeting. 5 On December 5, 2022, Mr. Nolan assigned Ms. Jessica Lopez as proxy for the December 6, 2022, meeting. 6 On November 28, 2022, Ms. Musselman assigned Ms. Alice Ireland as proxy for the December 6, 2022, meeting. 4 8 WSC Meeting Minutes December 6, 2022 Attachment A Request for Information-Only Filing Recommendation The WECC-0148 VAR-501-WECC-4 (VAR), Power System Stabilizer, Drafting Team (WECC-0148 DT) is recommending that no substantive changes be made to the Standard. If the WECC Standards Committee (WSC) accepts that recommendation, an information-only filing at NERC is recommended. 7 Overview On May 2, 2016, a WECC Ballot Pool approved VAR-501-WECC-3, Power System Stabilizer, after eight postings for comment. On April 28, 2017, FERC approved the Standard via letter order followed by Version 3.1 errata on September 26, 2017. Between 2016 and 2022, no known concerns were raised regarding the text the of the Standard. On June 21, 2022, the WECC-0148 DT began a five-year review of the Standard as required by the Procedures. On July 1, 2022, after reviewing the entire document during multiple public meetings, the DT unanimously agreed that no Substantive Changes8 should be made to the Standard. This position was reinforced when the project posted for a 30-day comment period and received zero comments for consideration. Non-Substantive Changes The WECC-0148 DT is recommending the following Non-Substantive changes: Updates to the template and syntax; Removal of stale-dated language from the Effective Date; Deletion of “For auditing purposes of…” from M4; In the Guidance section: o “dampen” was replaced with “damp,” o Syntax was addressed deleting “still,” “of those,” “of the,” o “[t]o ensure” was replaced with “ensuring,” o “[w]ash out” was replaced with “washout.” If “[t]he WSC agrees that the correction of the error does not change the scope or intent of the associated [project] and agrees that the correction has no material impact on the applicable entities, then the correction shall be filed for approval with NERC and applicable governmental authorities as appropriate.” Treatment of NonSubstantive Changes, Regional Reliability Standards, Procedures, page 12. 8 Definitions, Procedures. 7 9 WSC Meeting Minutes December 6, 2022 Standard of Review Per the WSC Charter, the WSC administers the Procedures. Per the Procedures, each of the proposed changes is a Non-Substantive change.9 Non-Substantive changes do not require a posting for comment.10 Additionally, implementing “updated document styles, templates, or standardized language…is explicitly within the purview of staff and does not require further approval.” 11 Finally, as a matter of precedence, the WSC has previously accepted a “no change” recommendation regarding a WECC Criterion that had neither been posted nor balloted. 12 In light of the above, the WEC-0148 DT requests the WSC exercise its discretion by approving the proposed Non-Substantive Changes: 1) without a posting, 2) without a ballot, 3) followed by an information-only filing at NERC. Non-Substantive Changes, Definitions, Procedures, are those changes: “that do not change the scope, applicability, or intent of any requirement, including correcting the numbering of a requirement, correcting references, changes to document styles and templates, correcting the spelling of a word, adding an obviously missing word, or rephrasing a requirement for improved clarity.” 10 “Non-Substantive Changes do not require a posting/comment/response cycle. Non-Substantive errors discovered prior to the opening of a WECC ballot on either an RRS or a CRT may be corrected by WECC staff.” Treatment of Non-Substantive Changes, Procedures, page 12. 11 Procedures, page 12. 12 In December 2016, the WSC approved WECC-0112, COM-001-WECC-CRT-2.1, Digital Circuits Synchronization, a WECC Criterion. 9 10 Type Title (1) WECC-0148 VAR-501-WECC-3.1 PSS Info Filing Attachment B -Clean as Approved by NERC (2) WECC-0148 VAR-501-WECC-4 PSS Info Filing - Attachment A SAR Modified 2023-07-13 2023-07-13 (3) WECC-0148 VAR-501-WECC-4 PSS Info Filing Attachment E -Project Roadmap 2023-07-13 (4) WECC-0148 VAR-501-WECC-4 PSS Info Filing Attachment D -Redline 2023-07-13 (5) WECC-0148 VAR-501-WECC-4 PSS Info Filing - Attachment C WSC Approved 2023-07-13 (6) WECC-0148 VAR-501-WECC-4 PSS Info Filing Attachment L -Drafting Team Roster 2023-07-13 (7) WECC-0148 VAR-501-WECC-4 PSS Info Filing Attachment T -Additional Supporting Documentation 2023-07-13 (8) WECC-0148 VAR-501-WECC-4 PSS Info Filing - Attachment Q WSC Roster 12-06-2022 2023-07-13 (9) WECC-0148 VAR-501-WECC-4 PSS Info Filing - Attachment J RRS Submittal Request 2023-07-20 (10) WECC-0148 VAR-501-WECC-4 PSS Info Filing - Cover Letter and Checklist 2023-07-24 <Public> VAR-501-WECC-3.1 – Power System Stabilizer WECC-0148 Attachment B Clean As Approved by NERC A. Introduction 1. Title: Power System Stabilizer (PSS) 2. Number: VAR-501-WECC-3.1 3. Purpose: To ensure the Western Interconnection is operated in a coordinated manner under normal and abnormal conditions by establishing the performance criteria for WECC power system stabilizers. 4. Applicability: 4.1 Generator Operator 4.2 Generator Owner 5. Facilities: This standard applies to synchronous generators, connected to the Bulk Electric System, that meet the definition of Commercial Operation. 6. Effective Date: The first day of the first quarter following regulatory approval, except for Requirement R3. For units placed in first-time service after regulatory approval, Requirement R3 is effective the first day of the first quarter following final regulatory approval. For units placed in service prior to final regulatory approval, Requirement R3 is effective the first day of the first quarter that is five years after regulatory approval. B. Requirements and Measures R1. Each Generator Owner shall provide to its Transmission Operator, the Generator Owner’s written Operating Procedure or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the Automatic Voltage Regulator (AVR), within 180 days of any of the following events: [Violation Risk Factor: Low] [Time Horizon: Planning Horizon] • The effective date of this standard; • The PSS’s Commercial Operation date; or • Any changes to the PSS operating specifications. M1. Each Generator Owner will have documented evidence that it provided to its Transmission Operator, within the time allotted as described in the procedures required under Requirement R1, written Operating Procedures or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the AVR. For auditing purposes, because Requirement R1 conditions are intended to be unchanged unless the Transmission Operator is otherwise notified, the Generator Owner only needs to provide the documentation to the Transmission Operator one time, or whenever the operating specifications change. Page 1 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer For auditing purposes, if a PSS is in service but is not providing an active signal to the AVR as described in Requirement R1, the disabled period does not count against the Requirement R2 mandate to be in service except as otherwise allowed. R2. Each Generator Operator shall have its PSS in service while synchronized, except during any of the following: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] • Component failure • Testing of a Bulk Electric System Element affecting or affected by the PSS • Maintenance • As agreed upon by the Generator Operator and the Transmission Operator A PSS that is out of service for less than 30 minutes does not create a violation of this Requirement, regardless of cause. M2. Each Generator Operator will have documentation of each claimed exception specified in Requirement R2. Documentation may include, but is not limited to: • A written explanation covering the bulleted exception that describes the circumstances of the exception as allowed in Requirement R2. • Documented evidence that the Generator Operator and the Transmission Operator agreed the PSS would not be operating during a specified set of circumstances, where the exception is claimed under the last bullet of Requirement R2. For auditing purposes, the presumption is that the PSS was in service unless otherwise exempted in Requirement R2. Evidence need only be provided to prove the circumstances during which the PSS was not in service for periods in excess of 30 minutes. R3. Each Generator Owner shall tune its PSS to meet the following inter-area mode criteria, except as specified in Requirement R3, Part 3.5 below: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] 3.1. PSS shall be set to provide the measured, simulated, or calculated compensated Vt/Vref frequency response of the excitation system and synchronous machine such that the phase angle will not exceed ± 30 degrees through the frequency range from 0.2 Hertz to the lesser of 1.0 Hertz or the highest frequency at which the phase of the Vt/Vref frequency response does not exceed 90 degrees. 3.2. PSS output limits shall be set to provide at least ±5% of the synchronous machine’s nominal terminal voltage. 3.3. PSS gain shall be set to between 1/3 and 1/2 of maximum practical gain. 3.4. PSS washout time constant shall be no greater than 30 seconds. Page 2 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer 3.5. Units that have an excitation system or PSS that is incapable of meeting the tuning requirements of Requirement R3 are exempt from Requirement R3 until the voltage regulator is either replaced or retrofitted such that the PSS becomes capable of meeting the tuning requirements. M3. Each Generator Owner will have documented evidence that its PSS was tuned to meet the specifications of Requirement R3. If the exception under Requirement R3, Part 3.5, is claimed, the Generator Owner will have documented evidence describing: 1) the conditions that render the PSS incapable of meeting the tuning requirements, and 2) the date the voltage regulator was last replaced or retrofitted. R4. Each Generator Owner shall install and complete start-up testing of a PSS on its generator within 180 days of either of the following events: [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] • The Generator Owner connects a generator to the BES, after achieving Commercial Operation, and after the Effective Date of this standard. • The Generator Owner replaces the voltage regulator on its existing excitation system, after achieving Commercial Operation for its generator that is connected to the BES, and after the Effective Date of this standard. M4. Each Generator Owner will have evidence that it installed and completed start-up testing of a PSS on its generator within 180 days of either of the conditions described in Requirement R4, and when those conditions occur after the Effective Date of this standard. For auditing purposes of Requirement R4, bullet one only applies to equipment on its initial (first energization) connection to the BES. R5. Each Generator Owner shall repair or replace a PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications stated in Requirement R3. [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M5. Each Generator Owner will have evidence that it repaired or replaced its PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications of Requirement R3. Evidence may include, but is not limited to, documentation of the date the PSS became incapable of meeting the Requirement R3 tuning specifications, and the date the PSS was returned to service, demonstrating that the span of time between the two events was less than 24 months. Page 3 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer C. Compliance 1. Compliance Monitoring Process 1.1 Compliance Enforcement Authority NERC or the Regional Entity, or any entity as otherwise designated by an Applicable Governmental Authority, in their respective roles of monitoring and/or enforcing compliance with mandatory and enforceable Reliability Standards in their respective jurisdictions. 1.2 Compliance Monitoring and Assessment Processes • Compliance Audits • Self-Certifications • Spot Checking • Compliance Investigations • Self-Reporting • Complaints 1.3 Evidence Retention The following evidence retention periods identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full time period since the last audit. Each Generator Operator shall keep evidence for all Requirements of the document for a period of three years plus calendar current. 1.4 Additional Compliance Information None D. Regional Differences None Page 4 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer Table of Compliance Elements R Time Horizon VRF Violation Severity Levels Lower VSL Moderate VSL High VSL Severe VSL R1 Planning Horizon Low NA NA NA The Generator Owner failed to provide its PSS operating specifications to the Transmission Operator as required in Requirement R1. R2 Operations Assessment Medium Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 30 minutes but less than 60 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 60 minutes but less than 120 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 120 minutes but less than 180 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 180 minutes. R3 Operations Assessment Medium The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, two times or fewer during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, three times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, four times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, five times or more during the audit period. Page 5 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer R Time Horizon VRF Violation Severity Levels R4 Operational Assessment Medium NA NA NA The Generator Owner failed to install on its generator a PSS, as required in Requirement R4. R5 Operational Assessment Medium NA NA NA The Generator Owner failed to repair or replace a nonoperational PSS as required in Requirement R5. Lower VSL Moderate VSL High VSL Severe VSL Page 6 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer Version History Version Date Action 1 April 16, 2008 Permanent Replacement Standard for VAR-STD-002b-1 1 October 28, 2008 Adopted by NERC Board of Trustees 1 April 21, 2011 FERC Order issued approving VAR501-WECC-1 (FERC approval effective June 27, 2011; Effective Date July 1, 2011) 2 November 13, 2014 Adopted by NERC Board of Trustees 2 March 3, 2015 FERC letter order approved VAR-501-WECC-2 3 February 9, 2017 Adopted by NERC Board of Trustees 3 April 28, 2017 FERC letter order approved VAR-501-WECC-3 3.1 August 10, 2017 Adopted by the NERC Board of Trustees 3.1 September 26, 2017 FERC letter order issued approving VAR-501-WECC-3.1 Change Tracking Errata Page 7 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer Guideline and Technical Basis PSS systems are used to minimize real power oscillations by rapidly adjusting the field of the generator to dampen the low-frequency oscillations. It is necessary for large numbers of PSS devices to be in operation in the Western Interconnection to provide the required system damping while still allowing for some of these units to be out of service whenever necessary. Mandate to Install a PSS Nothing in this Regional Reliability Standard (RSS) should be construed to require installation of a PSS solely because a PSS is not currently installed as of the Effective Date of this RRS. Rather, installation is only mandated on the occurrence of either of the triggering events described in Requirement R4, Bullet 1 or Bullet 2, after the Effective Date of the RRS. It should be noted that a PSS is neither Transmission nor generation. Requirement R1 Requirement R1 addresses normal operating conditions. Requirement R1 recognizes that PSS systems have varying states, such as on, off, active, and non-active. As long as the PSS is operating in accordance with the documentation provided to the Transmission Operator, this is not considered a status change for purposes of this standard. This Requirement eliminates the requirement to count hours as required in the previous version of this standard while also allowing the Generator Owner to create a unit-specific operating plan. The intent of Requirement R1 is to provide the Transmission Operator, the PSS operating zone in which the PSS is “active” providing damping to the power system. Some PSS may be programmed to become “active” at a specified megawatt loading level and above while others may be programmed to be “active” in a particular band of megawatt loading levels and are “non-active” only when passing through the “rough zone” or some other band. A “rough zone” is a megawatt loading band in which the generator-turbine system could contribute to system instability. Requirement R2 This Requirement only applies when the PSS is out of service for a period greater than 30 minutes. Unlike Requirement R1, Requirement R2 addresses exceptions to normal operation. The intent of Requirement R2 is to remove the previous requirement to log hours for PSS in service. In this standard’s previous version, the logged hours were totaled quarterly to meet the Page 8 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer 98% in-service requirement. Instead of documenting the number of hours excluded, this Requirement simplifies the process by allowing the Generator Operator to communicate to the Transmission Operator the circumstances that render the PSS unavailable to the Transmission Operator (such as component failure, maintenance, and testing). Requirement R3 Nothing in this RSS should be construed to mandate the design criteria for the equipment used to produce the tuning output of the PSS. Rather, Requirement R3 is intended to address the design criteria for the tuning output of the PSS. Unlike the language in Requirement R5 that looks backward to address units that were once operating but are no longer capable of operating, Requirement R3 looks forward, requiring that units be tuned to the specified parameters. The PSS transfer function should compensate the phase characteristics of the generator, exciter, and power (GEP) system transfer function so the compensated transfer function ((PSS(s) * GEP(s)) has a phase characteristic of ± 30 degrees in the frequency range. The GEP(s) transfer function is a theoretical transfer function and its phase characteristic cannot be directly measured during field tests (only via simulation). Thus, the Requirement recognizes the practical approach of measuring the frequency response between voltage reference set point and terminal voltage (Et/Vref) and using the phase characteristic of such frequency response as being the phase characteristic of GEP(s). The phase characteristic of Et/Vref is a better approximation to the phase characteristic of GEP(s) when the frequency response Et/Vref is obtained with the generator synchronized to the grid at its minimum stable power output. In an effort to allow for reasonable wash-out time constants, the Requirement specifies 0.2 Hz as the applicable threshold. The 0.2 Hz threshold more closely aligns with the observed oscillation frequencies. A properly tuned PSS should provide positive damping to the local mode of oscillation, which typically has a frequency higher than 1.0 Hz. This Requirement modifies the requirement associated with the adjustment of the PSS gain. The standard no longer defines the PSS gain in terms of gain margin but instead requires the final PSS gain to be between 1/3 (10 dB) and 1/2 (6 dB) of the maximum practical gain that could be achieved during PSS commissioning. The maximum practical gain might be associated with the excessive noise or raised higher-frequency oscillations in the closed loop response (exciter mode) or any other form if there is inadequate closed-loop performance, as determined during PSS commissioning. It is now part of Measure M3 to show the field test results that led to the determination of the maximum practical gain. Page 9 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer Requirement R4 Requirement R4 requires a Generator Owner to install a PSS on new applicable units or when excitation systems are replaced or retrofitted on existing applicable units. This Requirement applies to new excitation systems and not to existing systems that do not have PSS. The Requirement also allows a reasonable amount of time for the commissioning of new PSS. Requirement R5 Unlike the language in Requirement R3 that looks forward to ensure that a unit is tuned, Requirement R5 looks backward. Specifically, the language in Requirement R5, “becoming incapable,” indicates the unit was previously capable of meeting the tuning requirements in Requirement R3, but is no longer capable. Restated, Requirement R5 addresses units that were previously working but are now no longer working. The intent of Requirement R5 is to remove the “tiered” approach to PSS repair/replacement following a failure. A simple, streamlined approach to allow the Generator Owner sufficient time to repair or replace a broken PSS has been written. Consideration has been given for the need to procure parts or new equipment, schedule an equipment/unit outage, and install and test the repaired or replaced PSS. It is recognized that in some instances, it may require (1) replacement of an AVR, and (2) the existence of a PSS, or both the AVR and the PSS may need to be replaced to achieve a functioning system. The 24-month time frame is sufficient to return a functional, operating PSS to service. Page 10 of 11 <Public> VAR-501-WECC-3.1 – Power System Stabilizer * FOR INFORMATIONAL PURPOSES ONLY * Enforcement Dates: Standard VAR-501-WECC-3 — Power System Stabilizer United States Standard Requirement Enforcement Date VAR-501-WECC-3 TBD TBD Inactive Date Page 11 of 11 <Public> Attachment A Standard Authorization Request WECC-0148 VAR-501-WECC-4 Power System Stabilizer Information Only Filing Overview This Standard Authorization Request (SAR) was received March 7, 2022, and deemed complete the same day. The WECC Standards Committee (WSC) vetted this SAR on March 16, 2022. This SAR can be reviewed on the WECC‐0148 project page at the Standard Authorization Request accordion. If you have questions regarding this SAR, please contact W. Shannon Black at (503) 307‐ 5782. Introduction This is a request for five‐year review of WECC Regional Reliability Standard VAR‐501‐WECC‐3.1 Power System Stabilizer.1 Requester Information Primary contact First name: W. Shannon Last name: Black Email: [email protected] Phone: (503) 307‐5782 Organization name: Western Electricity Coordinating Council (WECC) Alternate First name: Donovan Last name: Crane Email: [email protected] Phone: (801) 883‐6843 Per the WECC Reliability Standards Procedures, Maintenance of RRSs and CRTs: ‘The WSC shall ensure that each…RRS is reviewed at least once every five years from the effective date of the most recent version of the document under review. If the review identifies needed changes, the WSC shall cause a remedial SAR to be filed. If the review does not identify needed changes, no further action is required.” 1 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org <Public> Standard Authorization Request WECC-0148 VAR-501-WECC-4 Power System Stabilizer Five-year Review Information Only Filing Type of Request This is a request for five‐year review of a WECC Regional Reliability Standard. Create, Modify, Retire or Review a Document Requested Action (Select one) This is a request for a five‐year review of a WECC Regional Reliability Standard (RRS). Document Type (Select one) WECC Regional Reliability Standard Issue This project is assigned WECC Tracking Number WECC‐0148. This a request for a five‐year review mandated per the WECC Reliability Standards Development Procedures (Procedures). Proposed Remedy This request will review and update the entire document, as needed. No specific concerns have been identified. The drafting team is authorized to recommend “no change” after reviewing the document. Applicable Entities Each function will be reviewed if affected. A dropdown will be provided. Check all applicable blocks. 4. Functional Entities: 4.1. Generator Operator 4.2. Generator Owner Detailed Description This request will review and update the entire document, as needed. No specific concerns have been identified. Affected Reliability Principles Reliability Principle 1 — Interconnected bulk power systems shall be planned and operated in a coordinated manner to perform reliably under normal and abnormal conditions as defined in the NERC Standards. 2 <Public> Standard Authorization Request WECC-0148 VAR-501-WECC-4 Power System Stabilizer Five-year Review Information Only Filing Document Information NA Reference Uploads Provide Additional Comments (if needed). NA 3 <Public> Attachment E Project Roadmap WECC-0148 VAR-501-WECC-4 Power System Stabilizer Informational Only Filing Project Roadmap Actions Completed 1. Standard Authorization Request (SAR) Filed March 9, 2022 2. WECC Standards Committee (WSC) approved the SAR March 16, 2022 3. Drafting Team (DT) Solicitation March 30, 2022 4. DT Meeting June 21, 2022 5. DT Meeting June 28, 2022 6. July 11, 2022 8. Notice to Standard Email List for Proposed Non‐Substantive Changes – No Substantive Changes Proposed Posting 1 for Information Only – Comment/Response not Required Posting 1 Letter to WSC for Proposed Non‐Substantive Changes 9. WSC Approved Non‐Substantive Changes December 6, 2022 10. WECC Board of Directors—Approved Not Required 11. Informational Filing pending at NERC TBD 12. NERC Board of Trustees Approves TBD 7. July 16, 2022 July 16, 2022 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer A. A. Attachment D Introduction 1. Title: Power System Stabilizer (PSS) 2. Number: VAR‐501‐WECC‐3.14 3. Purpose: To ensure the Western Interconnection is operated in a coordinated manner under normal and abnormal conditions by establishing the performance criteria for WECC power system stabilizers. 4. Applicability: 4.1 Generator Operator 4.2 Generator Owner 5. Facilities: This standard applies to synchronous generators, connected to the Bulk Electric System, that meetmeeting the definition of Commercial Operation. 6. Effective Date: The first day of the first quarter following regulatory approval, except for Requirement R3. For units placed in first‐time service after regulatory approval, Requirement R3 is effective the first day of the first quarter following final regulatory approval. For units placed in service prior to final regulatory approval, Requirement R3 is effective the first day of the first quarter that is five years after regulatory approval. B. B. Requirements and Measures R1. Each Generator Owner shall provide to its Transmission Operator, the Generator Owner’s written Operating Procedure or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the Automatic Voltage Regulator (AVR), within 180 days of any of the following events: [Violation Risk Factor: Low] [Time Horizon: Planning Horizon] The effective date of this standard; The PSS’s Commercial Operation date; or Any changes to the PSS operating specifications. M1. Each Generator Owner will have documented evidence that it provided to its Transmission Operator, within the time allotted as described in the procedures required under Requirement R1, written Operating Procedures or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the AVR. For auditing purposes, because Requirement R1 conditions are intended to be unchanged unless the Transmission Operator is otherwise notified, the Generator Owner only needs to provide the documentation to the Transmission Operator one time, or whenever the operating specifications change. Page 1 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer For auditing purposes, if a PSS is in service but is not providing an active signal to the AVR as described in Requirement R1, the disabled period does not count against the Requirement R2 mandate to be in service except as otherwise allowed. R2. Each Generator Operator shall have its PSS in service while synchronized, except during any of the following: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] Component failure Testing of a Bulk Electric System Element affecting or affected by the PSS Maintenance As agreed upon by the Generator Operator and the Transmission Operator A PSS that is out of service for less than 30 minutes does not create a violation of this Requirement, regardless of cause. M2. Each Generator Operator will have documentation of each claimed exception specified in Requirement R2. Documentation may include, but is not limited to: A written explanation covering the bulleted exception that describes the circumstances of the exception as allowed in Requirement R2. Documented evidence that the Generator Operator and the Transmission Operator agreed the PSS would not be operating during a specified set of circumstances, where the exception is claimed under the last bullet of Requirement R2. For auditing purposes, the presumption is that the PSS was in service unless otherwise exempted in Requirement R2. Evidence need only be provided to prove the circumstances during which the PSS was not in service for periods in excess of 30 minutes. R3. Each Generator Owner shall tune its PSS to meet the following inter‐area mode criteria, except as specified in Requirement R3, Part 3.5 below: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] 3.1. PSS shall be set to provide the measured, simulated, or calculated compensated Vt/Vref frequency response of the excitation system and synchronous machine such that the phase angle will not exceed ± 30 degrees through the frequency range from 0.2 Hertz to the lesser of 1.0 Hertz or the highest frequency at which the phase of the Vt/Vref frequency response does not exceed 90 degrees. 3.2. PSS output limits shall be set to provide at least ±5% of the synchronous machine’s nominal terminal voltage. 3.3. PSS gain shall be set to between 1/3 and 1/2 of maximum practical gain. 3.4. PSS washout time constant shall be no greater than 30 seconds. Page 2 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer 3.5. Units that have an excitation system or PSS that is incapable of meeting the tuning requirements of Requirement R3 are exempt from Requirement R3 until the voltage regulator is either replaced or retrofitted such that the PSS becomes capable of meeting the tuning requirements. M3. Each Generator Owner will have documented evidence that its PSS was tuned to meet the specifications of Requirement R3. If the exception under Requirement R3, Part 3.5, is claimed, the Generator Owner will have documented evidence describing: 1) the conditions that render the PSS incapable of meeting the tuning requirements, and 2) the date the voltage regulator was last replaced or retrofitted. R4. Each Generator Owner shall install and complete start‐up testing of a PSS on its generator within 180 days of either of the following events: [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] The Generator Owner connects a generator to the BES, after achieving Commercial Operation, and after the Effective Date of this standard. The Generator Owner replaces the voltage regulator on its existing excitation system, after achieving Commercial Operation for its generator that is connected to the BES, and after the Effective Date of this standard. M4. Each Generator Owner will have evidence that it installed and completed start‐up testing of a PSS on its generator within 180 days of either of the conditions described in Requirement R4, and when those conditions occur after the Effective Date of this standard. For auditing purposes The first bullet of Requirement R4, bullet one only applies to equipment on its initial (first energization) connection to the BES. R5. Each Generator Owner shall repair or replace a PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications stated in Requirement R3. [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M5. Each Generator Owner will have evidence that it repaired or replaced its PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications of Requirement R3. Evidence may include, but is not limited to, documentation of the date the PSS became incapable of meeting the Requirement R3 tuning specifications, and the date the PSS was returned to service, demonstrating that the span of time between the two events was less than 24 months. Page 3 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer C. Compliance C. Compliance 1. Compliance Monitoring Process 1.1 Compliance Enforcement Authority : “Compliance Enforcement Authority” means NERC or the Regional Entity, or any entity as otherwise designated by an Applicable Governmental Authority, in their respective roles of monitoring and/or enforcing compliance with mandatory and enforceable Reliability Standards in their respective jurisdictions. 1.2 Compliance Monitoring and Assessment Processes Compliance Audits Self‐Certifications Spot Checking Compliance Investigations Self‐Reporting Complaints 1.3 . Evidence Retention : The following evidence retention periodsperiod(s) identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full ‐time period since the last audit. The applicable entity shall keep data or evidence to show compliance as identified below unless directed by its Compliance Enforcement Authority to retain specific evidence for a longer period of time as part of an investigation. Each Generator Operator shall keep evidence for all Requirements of the document for a period of three years plus calendar current. 1.4 Additional Compliance Information None D. Regional Differences None Page 4 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer Attachment DB Table of Compliance Elements 1.3 Compliance Monitoring and Enforcement Program: As defined in the NERC Rules of Procedure, “Compliance Monitoring and Enforcement Program” refers to the identification of the processes that will be used to evaluate data or information for the purpose of assessing performance or outcomes with the associated Reliability Standard. Page 5 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer R Violation Severity Levels Lower VSL Moderate VSL High VSL Severe VSL R1 NA NA NA The Generator Owner failed to provide its PSS operating specifications to the Transmission Operator as required in Requirement R1. R2 Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 30 minutes but less than 60 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 60 minutes but less than 120 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 120 minutes but less than 180 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 180 minutes. R3 The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, two times or fewer during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, three times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, four times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, five times or more during the audit period. R4 NA NA NA The Generator Owner failed to install on its generator a PSS, as required in Requirement R4. R5 NA NA NA The Generator Owner failed to repair or replace a non‐ operational PSS as required in Requirement R5. Page 6 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer Page 7 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer Page 8 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer D. Regional Variances None. E. Associated Documents None. Version History Version Date Action 1 April 16, 2008 Permanent Replacement Standard for VAR‐STD‐002b‐1 1 October 28, 2008 Adopted by NERC Board of Trustees 1 April 21, 2011 FERC Order issued approving VAR‐ 501‐WECC‐1 (FERC approval effective June 27, 2011; Effective Date July 1, 2011) 2 November 13, 2014 Adopted by NERC Board of Trustees 2 March 3, 2015 FERC letter order approved VAR‐501‐WECC‐2 3 February 9, 2017 Adopted by NERC Board of Trustees 3 April 28, 2017 FERC letter order approved VAR‐501‐WECC‐3 3.1 August 10, 2017 Adopted by the NERC Board of Trustees 3.1 TBDSeptember 26, 2017 TBDFERC letter order issued approving VAR‐501‐WECC‐3.1 4 December 6, 2022 WECC Standards Committee accepted a “no change “ recommendation followed by Change Tracking Errata Non‐substantive changes were approved by the Page 9 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer an information‐only filing to NERC. WECC Standards Committee as allowed in the WECC Reliability Standards Development Procedures. An information‐only filing provided to NERC reflects the following: 1) updates to the template and syntax, 2) removal of stale‐dated language from the Effective Date, 3) deletion of “For auditing purposes of…” from M4, 4) in the Guidance section, “dampen” was replaced with “damp”, and syntax was addressed deleting “still”, “of those”, “of the”, and “to ensure” was replaced with “ensuring”, and “wash out” was replaced with “washout.” Page 10 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer Guideline and Technical Basis PSS systems are used to minimize real power oscillations by rapidly adjusting the field of the generator to dampendamp the low‐frequency oscillations. It is necessary for large numbers of PSS devices to be in operation in the Western Interconnection to provide the required system damping while still allowing for some of these units to be out of service whenever necessary. Mandate to Install a PSS Nothing in this Regional Reliability Standard (RSS) should be construed to require installation of a PSS solely because a PSS is not currently installed as of the Effective Date of this RRS. Rather, installation is only mandated on the occurrence of either of the triggering eventsevent described in Requirement R4, Bullet 1 or Bullet 2, after the Effective Date of the RRS. It should be noted that a PSS is neither Transmission nor generation. Requirement R1 Requirement R1 addresses normal operating conditions. Requirement R1 recognizes that PSS systems have varying states, such as on, off, active, and non‐active. As long as the PSS is operating in accordance with the documentation provided to the Transmission Operator, this is not considered a status change for purposes of this standardStandard. This Requirement eliminates the requirement to count hours as required in the previous version of this standardStandard while also allowing the Generator Owner to create a unit‐ specific operating plan. The intent of Requirement R1 is to provide the Transmission Operator, the PSS operating zone in which the PSS is “active” providing damping to the power system. Some PSS may be programmed to become “active” at a specified megawatt loading level and above while others may be programmed to be “active” in a particular band of megawatt loading levels and are “non‐active” only when passing through the “rough zone” or some other band. A “rough zone” is a megawatt loading band in which the generator‐turbine system could contribute to system instability. Requirement R2 This Requirement only applies when the PSS is out of service for a period greater than 30 minutes. Unlike Requirement R1, Requirement R2 addresses exceptions to normal operation. Page 11 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer The intent of Requirement R2 is to remove the previous requirement to log hours for PSS in service. In this standard’sStandard’s previous version, the logged hours were totaled quarterly to meet the 98% in‐service requirement. Instead of documenting the number of hours excluded, this Requirement simplifies the process by allowing the Generator Operator to communicate to the Transmission Operator the circumstances that render the PSS unavailable to the Transmission Operator (such as component failure, maintenance, and testing). Requirement R3 Nothing in this RSS should be construed to mandate the design criteria for the equipment used to produce the tuning output of the PSS. Rather, Requirement R3 is intended to address the design criteria for the tuning output of the PSS. Unlike the language in Requirement R5 that looks backward to address units that were once operating but are no longer capable of operating, Requirement R3 looks forward, requiring that units be tuned to the specified parameters. The PSS transfer function should compensate the phase characteristics of the generator, exciter, and power (GEP) system transfer function so the compensated transfer function ((PSS(s) * GEP(s)) has a phase characteristic of ± 30 degrees in the frequency range. The GEP(s) transfer function is a theoretical transfer function, and its phase characteristic cannot be directly measured during field tests (only via simulation). Thus, the Requirement recognizes the practical approach of measuring the frequency response between voltage reference set point and terminal voltage (Et/Vref) and using the phase characteristic of such frequency response as being the phase characteristic of GEP(s). The phase characteristic of Et/Vref is a better approximation to the phase characteristic of GEP(s) when the frequency response Et/Vref is obtained with the generator synchronized to the grid at its minimum stable power output. In an effort to allow for reasonable wash‐outwashout time constants, the Requirement specifies 0.2 Hz as the applicable threshold. The 0.2 Hz threshold more closely aligns with the observed oscillation frequencies. A properly tuned PSS should provide positive damping to the local mode of oscillation, which typically has a frequency higher than 1.0 Hz. This Requirement modifies the requirement associated with the adjustment of the PSS gain. The standard no longer defines the PSS gain in terms of gain margin but instead requires the final PSS gain to be between 1/3 (10 dB) and 1/2 (6 dB) of the maximum practical gain that could be achieved during PSS commissioning. The maximum practical gain might be associated with the excessive noise or raised higher‐frequency oscillations in the closed loop response (exciter mode) or any other form if there is inadequate closed‐loop performance, as determined during PSS commissioning. It is now part of Measure M3 to show the field test results that led to the determination of the maximum practical gain. Page 12 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer Requirement R4 Requirement R4 requires a Generator Owner to install a PSS on new applicable units or when excitation systems are replaced or retrofitted on existing applicable units. This Requirement applies to new excitation systems and not to existing systems that do not have PSS. The Requirement also allows a reasonable amount of time for the commissioning of new PSS. Requirement R5 Unlike the language in Requirement R3 that looks forward to ensureensuring that a unit is tuned, Requirement R5 looks backward. Specifically, the language in Requirement R5, “becoming incapable,” indicates the unit was previously capable of meeting the tuning requirements in Requirement R3, but is no longer capable. Restated, Requirement R5 addresses units that were previously working but are now no longer working. The intent of Requirement R5 is to remove the “tiered” approach to PSS repair/replacement following a failure. A simple, streamlined approach to allow the Generator Owner sufficient time to repair or replace a broken PSS has been written. Consideration has been given for the need to procure parts or new equipment, schedule an equipment/unit outage, and install and test the repaired or replaced PSS. It is recognized that in some instances, it may require (1) replacement of an AVR, and (2) the existence of a PSS, or both the AVR and the PSS may need to be replaced to achieve a functioning system. The 24‐month time frame is sufficient to return a functional, operating PSS to service. Page 13 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer * FOR INFORMATIONAL PURPOSES ONLY * Enforcement Dates: Standard VAR‐501‐WECC‐3 — Power System Stabilizer United States Standard Requirement Enforcement Date VAR‐501‐WECC‐3 TBD TBD Inactive Date Page 14 of 14 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer Attachment C A. Introduction 1. Title: Power System Stabilizer (PSS) 2. Number: VAR‐501‐WECC‐4 3. Purpose: To ensure the Western Interconnection is operated in a coordinated manner under normal and abnormal conditions by establishing the performance criteria for WECC power system stabilizers. 4. Applicability: 4.1 Generator Operator 4.2 Generator Owner 5. Facilities: This standard applies to synchronous generators, connected to the Bulk Electric System, meeting the definition of Commercial Operation. 6. Effective Date: The first day of the first quarter following regulatory approval. B. Requirements and Measures R1. Each Generator Owner shall provide to its Transmission Operator, the Generator Owner’s written Operating Procedure or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the Automatic Voltage Regulator (AVR), within 180 days of any of the following events: [Violation Risk Factor: Low] [Time Horizon: Planning Horizon] The effective date of this standard; The PSS’s Commercial Operation date; or Any changes to the PSS operating specifications. M1. Each Generator Owner will have documented evidence that it provided to its Transmission Operator, within the time allotted as described in the procedures required under Requirement R1, written Operating Procedures or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the AVR. For auditing purposes, because Requirement R1 conditions are intended to be unchanged unless the Transmission Operator is otherwise notified, the Generator Owner only needs to provide the documentation to the Transmission Operator one time, or whenever the operating specifications change. For auditing purposes, if a PSS is in service but is not providing an active signal to the AVR as described in Requirement R1, the disabled period does not count against the Requirement R2 mandate to be in service except as otherwise allowed. R2. Each Generator Operator shall have its PSS in service while synchronized, except during any of the following: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] Component failure Page 1 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer Testing of a Bulk Electric System Element affecting or affected by the PSS Maintenance As agreed upon by the Generator Operator and the Transmission Operator A PSS that is out of service for less than 30 minutes does not create a violation of this Requirement, regardless of cause. M2. Each Generator Operator will have documentation of each claimed exception specified in Requirement R2. Documentation may include, but is not limited to: A written explanation covering the bulleted exception that describes the circumstances of the exception as allowed in Requirement R2. Documented evidence that the Generator Operator and the Transmission Operator agreed the PSS would not be operating during a specified set of circumstances, where the exception is claimed under the last bullet of Requirement R2. For auditing purposes, the presumption is that the PSS was in service unless otherwise exempted in Requirement R2. Evidence need only be provided to prove the circumstances during which the PSS was not in service for periods in excess of 30 minutes. R3. Each Generator Owner shall tune its PSS to meet the following inter‐area mode criteria, except as specified in Requirement R3, Part 3.5 below: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] 3.1. PSS shall be set to provide the measured, simulated, or calculated compensated Vt/Vref frequency response of the excitation system and synchronous machine such that the phase angle will not exceed ± 30 degrees through the frequency range from 0.2 Hertz to the lesser of 1.0 Hertz or the highest frequency at which the phase of the Vt/Vref frequency response does not exceed 90 degrees. 3.2. PSS output limits shall be set to provide at least ±5% of the synchronous machine’s nominal terminal voltage. 3.3. PSS gain shall be set to between 1/3 and 1/2 of maximum practical gain. 3.4. PSS washout time constant shall be no greater than 30 seconds. 3.5. Units that have an excitation system or PSS that is incapable of meeting the tuning requirements of Requirement R3 are exempt from Requirement R3 until the voltage regulator is either replaced or retrofitted such that the PSS becomes capable of meeting the tuning requirements. M3. Each Generator Owner will have documented evidence that its PSS was tuned to meet the specifications of Requirement R3. Page 2 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer If the exception under Requirement R3, Part 3.5, is claimed, the Generator Owner will have documented evidence describing: 1) the conditions that render the PSS incapable of meeting the tuning requirements, and 2) the date the voltage regulator was last replaced or retrofitted. R4. Each Generator Owner shall install and complete start‐up testing of a PSS on its generator within 180 days of either of the following events: [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] The Generator Owner connects a generator to the BES, after achieving Commercial Operation, and after the Effective Date of this standard. The Generator Owner replaces the voltage regulator on its existing excitation system, after achieving Commercial Operation for its generator that is connected to the BES, and after the Effective Date of this standard. M4. Each Generator Owner will have evidence that it installed and completed start‐up testing of a PSS on its generator within 180 days of either of the conditions described in Requirement R4, and when those conditions occur after the Effective Date of this standard. The first bullet of Requirement R4 only applies to equipment on its initial (first energization) connection to the BES. R5. Each Generator Owner shall repair or replace a PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications stated in Requirement R3. [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M5. Each Generator Owner will have evidence that it repaired or replaced its PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications of Requirement R3. Evidence may include, but is not limited to, documentation of the date the PSS became incapable of meeting the Requirement R3 tuning specifications, and the date the PSS was returned to service, demonstrating that the span of time between the two events was less than 24 months. Page 3 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer C. Compliance 1. Compliance Monitoring Process 1.1 Compliance Enforcement Authority: “Compliance Enforcement Authority” means NERC or the Regional Entity, or any entity as otherwise designated by an Applicable Governmental Authority, in their respective roles of monitoring and/or enforcing compliance with mandatory and enforceable Reliability Standards in their respective jurisdictions. 1.2. Evidence Retention: The following evidence retention period(s) identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full‐time period since the last audit. The applicable entity shall keep data or evidence to show compliance as identified below unless directed by its Compliance Enforcement Authority to retain specific evidence for a longer period of time as part of an investigation. Each Generator Operator shall keep evidence for all Requirements of the document for a period of three years plus calendar current. 1.3 Compliance Monitoring and Enforcement Program: As defined in the NERC Rules of Procedure, “Compliance Monitoring and Enforcement Program” refers to the identification of the processes that will be used to evaluate data or information for the purpose of assessing performance or outcomes with the associated Reliability Standard. Page 4 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer R Violation Severity Levels Lower VSL Moderate VSL High VSL Severe VSL R1 NA NA NA The Generator Owner failed to provide its PSS operating specifications to the Transmission Operator as required in Requirement R1. R2 Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 30 minutes but less than 60 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 60 minutes but less than 120 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 120 minutes but less than 180 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 180 minutes. R3 The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, two times or fewer during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, three times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, four times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, five times or more during the audit period. R4 NA NA NA The Generator Owner failed to install on its generator a PSS, as required in Requirement R4. R5 NA NA NA The Generator Owner failed to repair or replace a non‐ operational PSS as required in Requirement R5. Page 5 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer D. Regional Variances None. E. Associated Documents None. Version History Version Date Action 1 April 16, 2008 Permanent Replacement Standard for VAR‐STD‐002b‐1 1 October 28, 2008 Adopted by NERC Board of Trustees 1 April 21, 2011 FERC Order issued approving VAR‐ 501‐WECC‐1 (FERC approval effective June 27, 2011; Effective Date July 1, 2011) 2 November 13, 2014 Adopted by NERC Board of Trustees 2 March 3, 2015 FERC letter order approved VAR‐501‐WECC‐2 3 February 9, 2017 Adopted by NERC Board of Trustees 3 April 28, 2017 FERC letter order approved VAR‐501‐WECC‐3 3.1 August 10, 2017 Adopted by the NERC Board of Trustees 3.1 September 26, 2017 FERC letter order issued approving VAR‐501‐WECC‐3.1 4 December 6, 2022 WECC Standards Committee accepted a “no change “ recommendation followed by Change Tracking Errata Non‐substantive changes were approved by the Page 6 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer an information‐only filing to NERC. WECC Standards Committee as allowed in the WECC Reliability Standards Development Procedures. An information‐only filing provided to NERC reflects the following: 1) updates to the template and syntax, 2) removal of stale‐dated language from the Effective Date, 3) deletion of “For auditing purposes of…” from M4, 4) in the Guidance section, “dampen” was replaced with “damp”, and syntax was addressed deleting “still”, “of those”, “of the”, and “to ensure” was replaced with “ensuring”, and “wash out” was replaced with “washout.” Page 7 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer Guideline and Technical Basis PSS systems are used to minimize real power oscillations by rapidly adjusting the field of the generator to damp the low‐frequency oscillations. It is necessary for large numbers of PSS devices to be in operation in the Western Interconnection to provide the required system damping while allowing for some units to be out of service whenever necessary. Mandate to Install a PSS Nothing in this Regional Reliability Standard (RSS) should be construed to require installation of a PSS solely because a PSS is not currently installed as of the Effective Date of this RRS. Rather, installation is only mandated on the occurrence of either triggering event described in Requirement R4, Bullet 1 or Bullet 2, after the Effective Date of the RRS. It should be noted that a PSS is neither Transmission nor generation. Requirement R1 Requirement R1 addresses normal operating conditions. Requirement R1 recognizes that PSS systems have varying states, such as on, off, active, and non‐active. As long as the PSS is operating in accordance with the documentation provided to the Transmission Operator, this is not considered a status change for purposes of this Standard. This Requirement eliminates the requirement to count hours as required in the previous version of this Standard while also allowing the Generator Owner to create a unit‐specific operating plan. The intent of Requirement R1 is to provide the Transmission Operator, the PSS operating zone in which the PSS is “active” providing damping to the power system. Some PSS may be programmed to become “active” at a specified megawatt loading level and above while others may be programmed to be “active” in a particular band of megawatt loading levels and are “non‐active” only when passing through the “rough zone” or some other band. A “rough zone” is a megawatt loading band in which the generator‐turbine system could contribute to system instability. Requirement R2 This Requirement only applies when the PSS is out of service for a period greater than 30 minutes. Unlike Requirement R1, Requirement R2 addresses exceptions to normal operation. Page 8 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer The intent of Requirement R2 is to remove the previous requirement to log hours for PSS in service. In this Standard’s previous version, the logged hours were totaled quarterly to meet the 98% in‐service requirement. Instead of documenting the number of hours excluded, this Requirement simplifies the process by allowing the Generator Operator to communicate to the Transmission Operator the circumstances that render the PSS unavailable to the Transmission Operator (such as component failure, maintenance, and testing). Requirement R3 Nothing in this RSS should be construed to mandate the design criteria for the equipment used to produce the tuning output of the PSS. Rather, Requirement R3 is intended to address the design criteria for the tuning output of the PSS. Unlike the language in Requirement R5 that looks backward to address units that were once operating but are no longer capable of operating, Requirement R3 looks forward, requiring that units be tuned to the specified parameters. The PSS transfer function should compensate the phase characteristics of the generator, exciter, and power (GEP) system transfer function so the compensated transfer function ((PSS(s) * GEP(s)) has a phase characteristic of ± 30 degrees in the frequency range. The GEP(s) transfer function is a theoretical transfer function, and its phase characteristic cannot be directly measured during field tests (only via simulation). Thus, the Requirement recognizes the practical approach of measuring the frequency response between voltage reference set point and terminal voltage (Et/Vref) and using the phase characteristic of such frequency response as being the phase characteristic of GEP(s). The phase characteristic of Et/Vref is a better approximation to the phase characteristic of GEP(s) when the frequency response Et/Vref is obtained with the generator synchronized to the grid at its minimum stable power output. In an effort to allow for reasonable washout time constants, the Requirement specifies 0.2 Hz as the applicable threshold. The 0.2 Hz threshold more closely aligns with the observed oscillation frequencies. A properly tuned PSS should provide positive damping to the local mode of oscillation, which typically has a frequency higher than 1.0 Hz. This Requirement modifies the requirement associated with the adjustment of the PSS gain. The standard no longer defines the PSS gain in terms of gain margin but instead requires the final PSS gain to be between 1/3 (10 dB) and 1/2 (6 dB) of the maximum practical gain that could be achieved during PSS commissioning. The maximum practical gain might be associated with the excessive noise or raised higher‐frequency oscillations in the closed loop response (exciter mode) or any other form if there is inadequate closed‐loop performance, as determined during PSS commissioning. It is now part of Measure M3 to show the field test results that led to the determination of the maximum practical gain. Page 9 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer Requirement R4 Requirement R4 requires a Generator Owner to install a PSS on new applicable units or when excitation systems are replaced or retrofitted on existing applicable units. This Requirement applies to new excitation systems and not to existing systems that do not have PSS. The Requirement also allows a reasonable amount of time for the commissioning of new PSS. Requirement R5 Unlike the language in Requirement R3 that looks forward ensuring that a unit is tuned, Requirement R5 looks backward. Specifically, the language in Requirement R5, “becoming incapable,” indicates the unit was previously capable of meeting the tuning requirements in Requirement R3, but is no longer capable. Restated, Requirement R5 addresses units that were previously working but are now no longer working. The intent of Requirement R5 is to remove the “tiered” approach to PSS repair/replacement following a failure. A simple, streamlined approach to allow the Generator Owner sufficient time to repair or replace a broken PSS has been written. Consideration has been given for the need to procure parts or new equipment, schedule an equipment/unit outage, and install and test the repaired or replaced PSS. It is recognized that in some instances, it may require (1) replacement of an AVR, and (2) the existence of a PSS, or both the AVR and the PSS may need to be replaced to achieve a functioning system. The 24‐month time frame is sufficient to return a functional, operating PSS to service. Page 10 of 11 <Public> VAR‐501‐WECC‐4 – Power System Stabilizer * FOR INFORMATIONAL PURPOSES ONLY * Enforcement Dates: Standard VAR‐501‐WECC‐3 — Power System Stabilizer United States Standard Requirement Enforcement Date VAR‐501‐WECC‐3 TBD TBD Inactive Date Page 11 of 11 <Public> Attachment L Drafting Team Roster WECC-0148 VAR-501-WECC-4 Five-year Review Drafting Team Roster Below please find a brief biography for each member of the WECC‐0148 VAR‐501‐WECC‐4, Power System Stabilizer, Five‐year Review Drafting Team. Name Qualifications Greg Anderson, Mr. Anderson is the subject matter expert for generation and excitation Southern systems for the Southern California Edison Company. He has over 33 California Edison years of experience in the utility industry, with responsibilities for coordinating WECC testing of generation assets. He has been a WECC participant since 1997 and a member of the Control Work Group since 2003. Joel Anthes, Pacific Gas and Electric Mr. Anthes is a Senior Electrical Engineer with Pacific Gas and Electric Company’s Power Generation organization. Mr. Anthes has more than 16 years of experience in the electrical and power generation industries. Over the past nine years, he has led the development of multiple technical programs related to electrical generation and excitation system protection, control system tuning and modeling, and generator electrical ratings. Mr. Anthes is a registered professional engineer in the state of California and plays an active role in the development of industry best practices and regulatory standards for NERC. Recent experience includes: • Member of the drafting team for NERC Project 2020‐02 Transmission‐connected Dynamic Reactive Resources. • Power system stabilizer (PSS) tuning and validation. • Development of tools for numerical calculation of generator field current. Performs generator heat runs to prove safe increase of electrical rating beyond existing nameplate. • Development of program for dynamic modeling of generators, voltage regulators, governors, and power system stabilizers. Development of associated programs for NERC regulatory compliance. 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org <Public> Attachment L • Developed custom tools for determining generator electrical characteristics, impedances, time constants, phase response, and capability curves for synchronous generators. Oversees training of other engineers in the proper implementation of these tools. • Commissions and tests excitation systems, voltage regulators, and power system stabilizers. • Performs Root Cause Analyses using industry standard methodologies for operational safety incidents and major equipment failures. Developed recommendations for corrective actions to effectively prevent the recurrence of equipment failure and human performance errors. Shane Kronebusch, L&S Electric, Inc. Mr. Kronebusch is the Lead Electrical Engineer and subject matter expert for generation and excitation systems for L&S Electric, Inc. He has over 31 years of experience in the utility industry, including: Developing the LS‐AES excitation system. Designing, installing, and commissioning exciters and governors across a wide range of units. Performing of testing and model validation reports for NERC MOD‐025, ‐026, & ‐027. Coordinating and preforming WECC testing of generation assets as an employee of BC Hydro Generation Engineering and Maintenance Services before joining L&S Electric, Inc. in 2010. Participating as a member of the WECC Control Work Group since 2006 and drafting team member of WECC‐0099/0107. Matthew Mr. McDonald is a Senior Electrical Engineer in the Technical Projects McDonald, Arizona Engineering department with 15 years of experience in the utility industry. Public Service He holds a Bachelor of Science from Pennsylvania State University as well as a professional engineering license. His expertise and experience include the following: 13 years’ hands‐on experience installing, troubleshooting, commissioning, and tuning excitation systems and generator protection relays. Five years of experience performing generator, excitation, and PSS model validation via simulation and live testing. 2 <Public> Attachment L Excitation system subject matter expert for Arizona Public Service for the past four years. NERC/WECC compliance lead for VAR‐501‐3, PRC‐19‐2, PRC‐002, PRC‐27‐1 and PRC‐25‐2. Other responsibilities and roles have included generator excitation instructor, improvisational field testing, synchro‐phasor and digital fault recorder commissioning. Kimberly Turco, Ms. Turco has worked for Constellation Energy Generation (CEG) for 10 Constellation years, with the last two years in NERC compliance and supporting ISO Energy compliance. CEG is actively involved in NERC’s Standards Under Development process and would like to take this opportunity for direct involvement in the review of VAR‐501‐WECC. Kim comes with a wide background in energy and compliance that would be an asset in the standards review process. Kim’s background: Worked as a subject matter expert in AESO in day‐ahead bidding and electronic transaction systems (ETS). Drafted CEG’s Grande Prairie Generation generating station’s Transmission Must Run Contract. A barred attorney. NERC compliance SME and compliance contact for CEG’s WECC and Alberta generating facilities. Lead on historical submittal of Automatic Voltage Regulator and Power System Stabilizer Outage reporting. Kim has the full support of CEG’s NERC Compliance Group and will be able to dedicate the time and resources demanded of a member of the Standards Drafting Team. 3 <Public> Attachment T Additional Supporting Documentation WECC-0148 VAR-501-WECC-4 Power System Stabilizer Non-Substantive Change / Information Only Filing Letter to WSC Requesting Information-Only Filing Preamble On July 16 2022, the following letter was posted on the WECC‐0148 VAR‐501‐WECC‐4, Power System Stabilizer home page at the Posting 1 accordion. It was also provided to the WECC Standards Committee (WSC) for its consideration during the December 6, 2022, WSC meeting. Recommendation The WECC‐0148 VAR‐501‐WECC‐4 (VAR), Power System Stabilizer, Drafting Team (DT) is recommending that no changes be made to the Standard. If the WECC Standards Committee (WSC) accepts that recommendation, an information‐only filing at NERC is recommended. Overview On May 2, 2016, a WECC Ballot Pool approved VAR‐501‐WECC‐3, Power System Stabilizer, after eight postings for comment. On April 28, 2017, FERC approved the Standard via letter order followed by Version 3.1 errata on September 26, 2017. Between 2016 and 2022, no known concerns were raised regarding the text the of the Standard. On June 21, 2022, the DT began a five‐year review of the Standard as required by the Procedures. On July 1, 2022, after reviewing the entire document during multiple public meetings, the DT unanimously agreed that no Substantive Changes1 should be made to the Standard. A straw poll from non‐DT members in attendance concurred with the DT’s conclusion. Non-Substantive Changes The DT is recommending the following Non‐Substantive Changes: 1 Updates to the document template, numbering, and boilerplate sections as provided by NERC Removal of stale‐dated verbiage included in the Effective Date Definitions, Procedures. 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org <Public> Attachment T Letter to WSC Requesting Information-Only Filing Removal of the redundant phrase, “[F]or auditing purposes….” From Measure M4 Updates to syntax Correction of “[s]tandard” to “[S]tandard” Correction of “dampen” to “damp” in the Rationale and Guidance section Standard of Review Per the WECC Standards Committee (WSC) Charter, the WSC administers the Procedures. Per the Procedures, each of the above proposed changes is a Non‐Substantive Change2, and does not require a posting for comment.3 Although the Procedures require a ballot to make Non‐Substantive Changes after a posting for comment4, the Procedures are silent where a DT recommends only Non‐Substantive Changes, which require neither a posting nor a ballot. For guidance, the Procedures provide that if the WSC identifies a Non‐Substantive Change after comments are received, and/or after a ballot has opened, the “correction shall be filed for approval with NERC”, as appropriate.5 Further, implementing “updated document styles, templates, or standardized language…is explicitly within the purview of staff and does not require further approval.”6 Finally, as a matter of precedence, the WSC has previously accepted a “no change” recommendation regarding a WECC Criterion that had neither been posted nor balloted.7 In light of the above, the DT requests the WSC exercise its discretion by approving the proposed Non‐ Substantive Changes: 1) without a posting, 2) without a ballot, 3) followed by an information‐only filing at NERC. Non‐Substantive Changes, Definitions, Procedures, are those changes: “that do not change the scope, applicability, or intent of any requirement, including correcting the numbering of a requirement, correcting references, changes to document styles and templates, correcting the spelling of a word, adding an obviously missing word, or rephrasing a requirement for improved clarity.” 3 “Non‐Substantive Changes do not require a posting/comment/response cycle.” Treatment of Non‐Substantive Changes, Procedures, page 12. 4 Treatment of Substantive Changes, Procedures, pages 11‐12. 5 “[T]he WSC agrees that the correction of the error does not change the scope or intent of the associated [Standard], and agrees that the correction has no material impact on the applicable entities, then the correction shall be filed for approval with NERC and applicable governmental authorities as appropriate.” Treatment of Non‐Substantive Changes, Regional Reliability Standards, Procedures, page 12. 6 Procedures, page 12. 7 In December 2016, the WSC approved WECC‐0112, COM‐001‐WECC‐CRT‐2.1, Digital Circuits Synchronization, a WECC Criterion. 2 2 <Public> Attachment T Letter to WSC Requesting Information-Only Filing Subsequent Entry On December 6, 2022, the WSC approved the requested Non‐Substantive Changes and instructed staff to provide NERC with an information‐only filing. 3 <Public> Attachment Q WECC Standards Committee Roster WECC-0148 VAR-501-WECC-4 Power System Stabilizer Non-Substantive Change / Information Only Filing WECC Standards Committee Roster The following individuals are those assigned to the WECC Standards Committee as of December 6, 2022. Ron Sporseen, Bonneville Power Administration ............................................................ SVS 1 Transmission Matthew Harward, Southwest Power Pool ................................................................................SVS 2 RTO/ISO Dana Cabbell, Southern California Edison .......................................................................................... SVS 3 LSE Marty Hostler, Northern California Power Agency ......................................................................... SVS 4 TDU Gary Nolan, Arizona Public Service ........................................................................................ SVS 5 Generators Tim Kelley, Sacramento Municipal Utility District .............................. SVS 6 Broker/Aggregator/Marketers Caitlin Liotiris, Utah Association of Energy Users .................................... SVS 7 Large Electricity End Users Crystal Musselman, Proven Compliance Solutions .......................................... SVS 8 Small Electricity Users Chris McLean, California Energy Commission................................................................... SVS 9 Gov. Entities Steven Rueckert, WECC ................................................................................................ SVS 10 Regional Entities James Avery, Chair.......................................................................................................... Non‐Affiliated Director 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org <Public> Regional Reliability Standard Submittal Request Attachment J Region: Western Electricity Coordinating Council Regional Standard Number: VAR‐501‐WECC‐41 Regional Standard Title: Power System Stabilizer Date Submitted: July 20, 2023 Regional Contact Name: Steven Rueckert Regional Contact Title: Director of Standards Regional Contact Telephone Number: (801) 883‐6878 Request (check all that apply): Retirement of WECC Regional Reliability Standard Interpret an Existing Standard Approval of a new standard Modification of Existing WECC Regional Standard VAR‐501‐WECC‐4 – Information Only Withdrawal of an existing standard Urgent Action Has this action been approved by your Board of Directors: No Yes (If no, please indicate date standard action is expected along with the current status (e.g., third comment period with anticipated board approval on mm/dd/year)): Per the WECC Reliability Standards Development Procedures (Procedures), approval of Non‐Substantive Changes to a Regional Reliability Standard (RRS) do not require WECC Board of Director (Board) approval. 1 Numbering is subject to NERC assignment. 1 Regional Reliability Standard Submittal Request <Public> The WECC Standards Committee (WSC) is empowered by the Procedures to address Non‐ Substantive changes without Board review. Excerpt from December 6, 2022, WECC Standards Committee minutes: Item 8: WECC‐0148 VAR‐501‐WECC‐4 – Power System Stabilizer / No Change – Information Only Filing “No Substantive Change”‐ Informational Filing Only On June 21, 2022, the WECC‐0148 drafting team (WECC‐0148 DT) began a five‐year review of VAR‐ 501‐WECC‐3.1, Power System Stabilizer, as required by the Procedures. On July 1, 2022, after reviewing the entire document during multiple public meetings, the DT unanimously agreed that no Substantive Changes should be made to the Standard. On July 11, 2022, a list of proposed Non‐Substantive Changes was distributed to the Standards Email List (SEL) inviting comments or concerns to be forwarded to WECC Standards staff. A redline and a clean version of the project was posted on the WECC‐0148, Posted for Comment 1 accordion. No comments were received. Non‐Substantive changes do not require a posting for comment.2 The WSC was briefed on its Procedural authority to approve the project with no further due process, so long as all changes were deemed Non‐Substantive. (See Attachment A, Request for Information Filing.) On a motion by Ms. Cabbell, the WSC accepted WECC‐0148 VAR‐501‐WECC‐4 (VAR), Power System Stabilizer as presented with only non‐substantive changes. The WSC instructed staff to prepare an information‐only filing for NERC. Per the Procedures, no further due process is required for this project. [Note: The purpose of the remaining questions is to provide NERC with the information needed to file the regional standard(s) with FERC. The information provided may to a large degree be used verbatim. It is extremely important for the entity submitting this form to provide sufficient detail that clearly delineates the scope and justification of the request.] Not Used. 2 “Non-Substantive Changes do not require a posting/comment/response cycle. Non-Substantive errors discovered prior to the opening of a WECC ballot on either an RRS or a CRT may be corrected by WECC staff.” Treatment of Non-Substantive Changes, Procedures, page 12. 2 Regional Reliability Standard Submittal Request <Public> Concise statement of the basis and purpose (scope) of request: This request makes Non‐Substantive Changes to VAR‐501‐WECC‐ 3.1, Power System Stabilizer. Non‐Substantive Changes approved by the WECC Standards Committee (WSC) do not require a Posting/Comment/Response cycle nor further due process at WECC. Non‐Substantive Changes were approved by the WSC on December 6, 2022. This listing of WSC‐approved Non‐Substantive Changes appears in the VAR‐501‐WECC‐4, Power System Stabilizer Version History Table: “An information‐only filing provided to NERC reflects the following: 1) Updates to the template and syntax, 2) Removal of stale‐dated language from the Effective Date, 3) Deletion of “For auditing purposes of…” from M4, 4) In the Guidance section, “dampen” was replaced with “damp”, and syntax was addressed deleting “still”, “of those”, “of the”, and “to ensure” was replaced with “ensuring”, and “wash out” was replaced with “washout.” Concise statement of the justification of the request: See WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing – Attachment T – Supporting Documentation 3 Regional Reliability Standard Submittal Request <Public> Steven Rueckert WECC Director of Standards July 20, 2023 Ms. Kimberlin Harris NERC Reliability Standards Department North American Electric Reliability Corporation 3353 Peachtree Rd. NE, North Tower – Suite 600 Atlanta, GA 30326 Subject: VAR‐501‐WECC‐4, Power System Stabilizer Non‐Substantive Changes/Informational Filing Only Dear Kimberlin, Per the WECC Reliability Standards Development Procedures (Procedures), the WECC Standards Committee (WSC) ensures each Regional Reliability Standard undergoes a substantive review at least once every five years.1 VAR‐501‐WECC‐3, Power System Stabilizer became due for review in September 2022. On July 1, 2022, after reviewing the entire document during multiple public meetings, a drafting team of subject matter experts unanimously agreed that no Substantive Changes should be made to the Standard.2 On July 11, 2022, a list of proposed Non‐Substantive changes was distributed to the WECC Standards Email List (SEL) inviting comments or concerns to be forwarded to WECC Standards staff regarding the proposed Non‐Substantive changes.3 No comments were received. Non‐Substantive changes do not require a posting for comment. Approval of Non‐Substantive changes is within the purview of the WSC.4 Maintenance of RRSs and CRTs, Procedures, page 21. FERC approved September 13, 2021. Substantive Change: A change that alters the scope, applicability, required actions, or intent of the document. Definitions, Procedures, page 3. 3 Non‐Substantive Change: Revisions that do not change the scope, applicability, or intent of any requirement, including correcting the numbering of a requirement, correcting references, changes to document styles and templates, correcting the spelling of a word, adding an obviously missing word, or rephrasing a requirement for improved clarity. Definitions, Procedures, page 3. 4 Treatment of Non‐Substantive Changes, Procedures, page 12. 1 2 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 <Public> WECC-0148 VAR-501-WECC-4 – Power System Stabilizer Non-Substantive Change/Information Only Filing On December 6, 2022, the WSC approved Non‐Substantive changes to the Standard with instructions that an information‐only filing be provided to NERC.5 Attached please find: A redline of the as‐approved Standard showing WSC‐approved Non‐Substantive changes. A list of the approved changes is included in the version table of the Standard. A clean version of VAR‐501‐WECC‐4, Power System Stabilizer. Because the WSC‐approved changes do not affect application of the Standard, an implementation plan is not needed. This filing concludes WECC’s required due process per the Procedures. Please update the NERC‐ controlled version of the Standard. If you have questions, please feel free to contact me. Sincerely, Steven Rueckert WECC Director of Standards 5 Loc. Cit. See also WSC Minutes for December 6, 2022. 2 <Public> WECC-0148 VAR-501-WECC-4 – Power System Stabilizer Non-Substantive Change/Information Only Filing For documentation support, please contact W. Shannon Black at (503) 307‐5782. WECC‐0148 VAR‐501‐WECC‐4 – Power System Stabilizer / No Change – Information Only Filing QR BOT Gov’t Auth.* SAR – Standard Authorization Request Attachment A File Name: WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing ‐ Attachment A SAR Regional Reliability Standard(s) (Clean Existing) Attachment B File Name: WECC‐0148 VAR‐501‐WECC‐3.1 Power System Stabilizer Informational Filing ‐ Attachment B ‐ Clean as Approved by NERC Regional Reliability Standard(s) (Clean Proposed) Attachment C File Name: WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing ‐ Attachment C – WSC Approved Regional Reliability Standard(s) (Existing redlined to Proposed) Attachment D File Name: WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing‐ Attachment D – Redline Project Roadmap Attachment E File Name: WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing‐ Attachment E Project Roadmap Implementation Plan Attachment F File Name: Not Used Technical Justification Attachment G File Name: Not Used VRF & VSL Justification Attachment H File Name: Not Used Issue Table and Mapping Document Attachment I – Optional File Name: Not Used 3 <Public> WECC-0148 VAR-501-WECC-4 – Power System Stabilizer Non-Substantive Change/Information Only Filing Regional Reliability Standard Submittal Request Attachment J File Name: WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing ‐ Attachment J Regional Reliability Standard Submittal Request Order 672 Criteria Attachment K File Name: Not Used Drafting Team Roster with Biographies Attachment L File Name: WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing ‐ Attachment L ‐ Drafting Team Roster Ballot Pool Members Attachment M File Name: Not Used Final Ballot Results Attachment N File Name: Not Used Guidance Document Attachment O – Optional File Name: Not Used Minority Issues Attachment P File Name: Not Used WECC Standards Committee Roster Attachment Q File Name: WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing ‐ Attachment Q – WSC Roster 12‐06‐2022 Responses to Comments – WECC Attachment R File Name: Not Used FERC Issues Table Attachment S – Optional File Name: Not Used Additional Supporting Documentation Attachment T File Name: WECC‐0148 VAR‐501‐WECC‐4 Power System Stabilizer Informational Filing ‐ Attachment T – Supporting Documentation Petition Filing (FERC) Attachment U – Optional 4 <Public> WECC-0148 VAR-501-WECC-4 – Power System Stabilizer Non-Substantive Change/Information Only Filing File Name: Not Used *Applicable governmental authorities in the United States, Canada, and Mexico To be provided by NERC. 5 (4) Unofficial Comment Form (Word) (5) Submit Comments (6) Comments Received Regional Reliability Standards Announcement Western Electricity Coordinating Council VAR-501-WECC-4 Comment Period Open through September 29, 2023 Now Available Western Electricity Coordinating Council (WECC) requested that NERC post Regional Reliability Standard VAR-501-WECC-4 (Power System Stabilizer) for industry review and comment in accordance with the NERC Rules of Procedure. Background Proposed Regional Reliability Standard VAR-501-WECC-4 – Power System Stabilizer modifies the currently effective regional standard VAR-501-WECC-3.1 as follows: • Updates to the document template, numbering, and template sections as provided by NERC • Removal of stale-dated verbiage included in the Effective Date • Removal of the redundant phrase, “[F]or auditing purposes….” From Measure M4 • Updates to syntax • Correction of “[s]tandard” to “[S]tandard” • Correction of “dampen” to “damp” in the Rationale and Guidance section The WECC Board of Directors approved the proposed regional standard on June 14, 2023. Commenting Use the Standards Balloting and Commenting System (SBS) to submit comments. Comments must be submitted by 8 p.m. Eastern, Friday, September 29, 2023. An unofficial Word version of the comment form is posted on the Regional Reliability Standards Under Development page. • Contact NERC IT support directly at https://support.nerc.net/ (Monday – Friday, 8 a.m. - 5 p.m. Eastern) for problems regarding accessing the SBS due to a forgotten password, incorrect credential error messages, or system lock-out. • Passwords expire every 6 months and must be reset. • The SBS is not supported for use on mobile devices. RELIABILITY | RESILIENCE | SECURITY • Please be mindful of ballot and comment period closing dates. We ask to allow at least 48 hours for NERC support staff to assist with inquiries. Therefore, it is recommended that users try logging into their SBS accounts prior to the last day of a comment/ballot period. Regional Reliability Standards Development Process Section 300 of NERC’s Rules of Procedures of the Electric Reliability Organization governs the regional reliability standards development process. Although the technical aspects of this Regional Reliability Standard have been vetted through WECC Regional Standards development process, the final approval process for a Regional Reliability Standard requires NERC publicly to notice and request comment on the criteria outlined in the unofficial comment form. Documents and information about this project are available on the Western Electricity Coordinating Council (WECC) Standards page. For more information or assistance, contact Reliability Standards Analyst, Kimberlin Harris (via email) or at (404) 446-9794. North American Electric Reliability Corporation 3353 Peachtree Rd, NE Suite 600, North Tower Atlanta, GA 30326 404-446-2560 | www.nerc.com Regional Reliability Standards Announcement VAR-501-WECC-4 | August 16 – September 29, 2023 2 VAR-501-WECC-4 – Power System Stabilizer Attachment C A. Introduction 1. Title: Power System Stabilizer (PSS) 2. Number: VAR-501-WECC-4 3. Purpose: To ensure the Western Interconnection is operated in a coordinated manner under normal and abnormal conditions by establishing the performance criteria for WECC power system stabilizers. 4. Applicability: 4.1 Generator Operator 4.2 Generator Owner 5. Facilities: This standard applies to synchronous generators, connected to the Bulk Electric System, meeting the definition of Commercial Operation. 6. Effective Date: The first day of the first quarter following regulatory approval. B. Requirements and Measures R1. Each Generator Owner shall provide to its Transmission Operator, the Generator Owner’s written Operating Procedure or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the Automatic Voltage Regulator (AVR), within 180 days of any of the following events: [Violation Risk Factor: Low] [Time Horizon: Planning Horizon] • The effective date of this standard; • The PSS’s Commercial Operation date; or • Any changes to the PSS operating specifications. M1. Each Generator Owner will have documented evidence that it provided to its Transmission Operator, within the time allotted as described in the procedures required under Requirement R1, written Operating Procedures or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the AVR. For auditing purposes, because Requirement R1 conditions are intended to be unchanged unless the Transmission Operator is otherwise notified, the Generator Owner only needs to provide the documentation to the Transmission Operator one time, or whenever the operating specifications change. For auditing purposes, if a PSS is in service but is not providing an active signal to the AVR as described in Requirement R1, the disabled period does not count against the Requirement R2 mandate to be in service except as otherwise allowed. R2. Each Generator Operator shall have its PSS in service while synchronized, except during any of the following: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] • Component failure Page 1 of 11 VAR-501-WECC-4 – Power System Stabilizer • Testing of a Bulk Electric System Element affecting or affected by the PSS • Maintenance • As agreed upon by the Generator Operator and the Transmission Operator A PSS that is out of service for less than 30 minutes does not create a violation of this Requirement, regardless of cause. M2. Each Generator Operator will have documentation of each claimed exception specified in Requirement R2. Documentation may include, but is not limited to: • A written explanation covering the bulleted exception that describes the circumstances of the exception as allowed in Requirement R2. • Documented evidence that the Generator Operator and the Transmission Operator agreed the PSS would not be operating during a specified set of circumstances, where the exception is claimed under the last bullet of Requirement R2. For auditing purposes, the presumption is that the PSS was in service unless otherwise exempted in Requirement R2. Evidence need only be provided to prove the circumstances during which the PSS was not in service for periods in excess of 30 minutes. R3. Each Generator Owner shall tune its PSS to meet the following inter-area mode criteria, except as specified in Requirement R3, Part 3.5 below: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] 3.1. PSS shall be set to provide the measured, simulated, or calculated compensated Vt/Vref frequency response of the excitation system and synchronous machine such that the phase angle will not exceed ± 30 degrees through the frequency range from 0.2 Hertz to the lesser of 1.0 Hertz or the highest frequency at which the phase of the Vt/Vref frequency response does not exceed 90 degrees. 3.2. PSS output limits shall be set to provide at least ±5% of the synchronous machine’s nominal terminal voltage. 3.3. PSS gain shall be set to between 1/3 and 1/2 of maximum practical gain. 3.4. PSS washout time constant shall be no greater than 30 seconds. 3.5. Units that have an excitation system or PSS that is incapable of meeting the tuning requirements of Requirement R3 are exempt from Requirement R3 until the voltage regulator is either replaced or retrofitted such that the PSS becomes capable of meeting the tuning requirements. M3. Each Generator Owner will have documented evidence that its PSS was tuned to meet the specifications of Requirement R3. Page 2 of 11 VAR-501-WECC-4 – Power System Stabilizer If the exception under Requirement R3, Part 3.5, is claimed, the Generator Owner will have documented evidence describing: 1) the conditions that render the PSS incapable of meeting the tuning requirements, and 2) the date the voltage regulator was last replaced or retrofitted. R4. Each Generator Owner shall install and complete start-up testing of a PSS on its generator within 180 days of either of the following events: [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] • The Generator Owner connects a generator to the BES, after achieving Commercial Operation, and after the Effective Date of this standard. • The Generator Owner replaces the voltage regulator on its existing excitation system, after achieving Commercial Operation for its generator that is connected to the BES, and after the Effective Date of this standard. M4. Each Generator Owner will have evidence that it installed and completed start-up testing of a PSS on its generator within 180 days of either of the conditions described in Requirement R4, and when those conditions occur after the Effective Date of this standard. The first bullet of Requirement R4 only applies to equipment on its initial (first energization) connection to the BES. R5. Each Generator Owner shall repair or replace a PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications stated in Requirement R3. [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M5. Each Generator Owner will have evidence that it repaired or replaced its PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications of Requirement R3. Evidence may include, but is not limited to, documentation of the date the PSS became incapable of meeting the Requirement R3 tuning specifications, and the date the PSS was returned to service, demonstrating that the span of time between the two events was less than 24 months. Page 3 of 11 VAR-501-WECC-4 – Power System Stabilizer C. Compliance 1. Compliance Monitoring Process 1.1 Compliance Enforcement Authority: “Compliance Enforcement Authority” means NERC or the Regional Entity, or any entity as otherwise designated by an Applicable Governmental Authority, in their respective roles of monitoring and/or enforcing compliance with mandatory and enforceable Reliability Standards in their respective jurisdictions. 1.2. Evidence Retention: The following evidence retention period(s) identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full-time period since the last audit. The applicable entity shall keep data or evidence to show compliance as identified below unless directed by its Compliance Enforcement Authority to retain specific evidence for a longer period of time as part of an investigation. • Each Generator Operator shall keep evidence for all Requirements of the document for a period of three years plus calendar current. 1.3 Compliance Monitoring and Enforcement Program: As defined in the NERC Rules of Procedure, “Compliance Monitoring and Enforcement Program” refers to the identification of the processes that will be used to evaluate data or information for the purpose of assessing performance or outcomes with the associated Reliability Standard. Page 4 of 11 VAR-501-WECC-4 – Power System Stabilizer R Violation Severity Levels Lower VSL R1 Moderate VSL High VSL Severe VSL NA NA NA The Generator Owner failed to provide its PSS operating specifications to the Transmission Operator as required in Requirement R1. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 30 minutes but less than 60 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 60 minutes but less than 120 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 120 minutes but less than 180 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 180 minutes. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, two times or fewer during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, three times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, four times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, five times or more during the audit period. R4 NA NA NA The Generator Owner failed to install on its generator a PSS, as required in Requirement R4. R5 NA NA NA The Generator Owner failed to repair or replace a nonoperational PSS as required in Requirement R5. R2 R3 Page 5 of 11 VAR-501-WECC-4 – Power System Stabilizer D. Regional Variances None. E. Associated Documents None. Version History Version Date Action 1 April 16, 2008 Permanent Replacement Standard for VAR-STD-002b-1 1 October 28, 2008 Adopted by NERC Board of Trustees 1 April 21, 2011 FERC Order issued approving VAR501-WECC-1 (FERC approval effective June 27, 2011; Effective Date July 1, 2011) 2 November 13, 2014 Adopted by NERC Board of Trustees 2 March 3, 2015 FERC letter order approved VAR-501-WECC-2 3 February 9, 2017 Adopted by NERC Board of Trustees 3 April 28, 2017 FERC letter order approved VAR-501-WECC-3 3.1 August 10, 2017 Adopted by the NERC Board of Trustees 3.1 September 26, 2017 FERC letter order issued approving VAR-501-WECC-3.1 4 December 6, 2022 WECC Standards Committee accepted a “no change “ recommendation followed by Change Tracking Errata Non-substantive changes were approved by the Page 6 of 11 VAR-501-WECC-4 – Power System Stabilizer an information-only filing to NERC. 4 WECC Standards Committee as allowed in the WECC Reliability Standards Development Procedures. An information-only filing provided to NERC reflects the following: 1) updates to the template and syntax, 2) removal of stale-dated language from the Effective Date, 3) deletion of “For auditing purposes of…” from M4, 4) in the Guidance section, “dampen” was replaced with “damp”, and syntax was addressed deleting “still”, “of those”, “of the”, and “to ensure” was replaced with “ensuring”, and “wash out” was replaced with “washout.” TBD Page 7 of 11 VAR-501-WECC-4 – Power System Stabilizer Guideline and Technical Basis PSS systems are used to minimize real power oscillations by rapidly adjusting the field of the generator to damp the low-frequency oscillations. It is necessary for large numbers of PSS devices to be in operation in the Western Interconnection to provide the required system damping while allowing for some units to be out of service whenever necessary. Mandate to Install a PSS Nothing in this Regional Reliability Standard (RSS) should be construed to require installation of a PSS solely because a PSS is not currently installed as of the Effective Date of this RRS. Rather, installation is only mandated on the occurrence of either triggering event described in Requirement R4, Bullet 1 or Bullet 2, after the Effective Date of the RRS. It should be noted that a PSS is neither Transmission nor generation. Requirement R1 Requirement R1 addresses normal operating conditions. Requirement R1 recognizes that PSS systems have varying states, such as on, off, active, and non-active. As long as the PSS is operating in accordance with the documentation provided to the Transmission Operator, this is not considered a status change for purposes of this Standard. This Requirement eliminates the requirement to count hours as required in the previous version of this Standard while also allowing the Generator Owner to create a unit-specific operating plan. The intent of Requirement R1 is to provide the Transmission Operator, the PSS operating zone in which the PSS is “active” providing damping to the power system. Some PSS may be programmed to become “active” at a specified megawatt loading level and above while others may be programmed to be “active” in a particular band of megawatt loading levels and are “non-active” only when passing through the “rough zone” or some other band. A “rough zone” is a megawatt loading band in which the generator-turbine system could contribute to system instability. Requirement R2 This Requirement only applies when the PSS is out of service for a period greater than 30 minutes. Unlike Requirement R1, Requirement R2 addresses exceptions to normal operation. Page 8 of 11 VAR-501-WECC-4 – Power System Stabilizer The intent of Requirement R2 is to remove the previous requirement to log hours for PSS in service. In this Standard’s previous version, the logged hours were totaled quarterly to meet the 98% in-service requirement. Instead of documenting the number of hours excluded, this Requirement simplifies the process by allowing the Generator Operator to communicate to the Transmission Operator the circumstances that render the PSS unavailable to the Transmission Operator (such as component failure, maintenance, and testing). Requirement R3 Nothing in this RSS should be construed to mandate the design criteria for the equipment used to produce the tuning output of the PSS. Rather, Requirement R3 is intended to address the design criteria for the tuning output of the PSS. Unlike the language in Requirement R5 that looks backward to address units that were once operating but are no longer capable of operating, Requirement R3 looks forward, requiring that units be tuned to the specified parameters. The PSS transfer function should compensate the phase characteristics of the generator, exciter, and power (GEP) system transfer function so the compensated transfer function ((PSS(s) * GEP(s)) has a phase characteristic of ± 30 degrees in the frequency range. The GEP(s) transfer function is a theoretical transfer function, and its phase characteristic cannot be directly measured during field tests (only via simulation). Thus, the Requirement recognizes the practical approach of measuring the frequency response between voltage reference set point and terminal voltage (Et/Vref) and using the phase characteristic of such frequency response as being the phase characteristic of GEP(s). The phase characteristic of Et/Vref is a better approximation to the phase characteristic of GEP(s) when the frequency response Et/Vref is obtained with the generator synchronized to the grid at its minimum stable power output. In an effort to allow for reasonable washout time constants, the Requirement specifies 0.2 Hz as the applicable threshold. The 0.2 Hz threshold more closely aligns with the observed oscillation frequencies. A properly tuned PSS should provide positive damping to the local mode of oscillation, which typically has a frequency higher than 1.0 Hz. This Requirement modifies the requirement associated with the adjustment of the PSS gain. The standard no longer defines the PSS gain in terms of gain margin but instead requires the final PSS gain to be between 1/3 (10 dB) and 1/2 (6 dB) of the maximum practical gain that could be achieved during PSS commissioning. The maximum practical gain might be associated with the excessive noise or raised higher-frequency oscillations in the closed loop response (exciter mode) or any other form if there is inadequate closed-loop performance, as determined during PSS commissioning. It is now part of Measure M3 to show the field test results that led to the determination of the maximum practical gain. Page 9 of 11 VAR-501-WECC-4 – Power System Stabilizer Requirement R4 Requirement R4 requires a Generator Owner to install a PSS on new applicable units or when excitation systems are replaced or retrofitted on existing applicable units. This Requirement applies to new excitation systems and not to existing systems that do not have PSS. The Requirement also allows a reasonable amount of time for the commissioning of new PSS. Requirement R5 Unlike the language in Requirement R3 that looks forward ensuring that a unit is tuned, Requirement R5 looks backward. Specifically, the language in Requirement R5, “becoming incapable,” indicates the unit was previously capable of meeting the tuning requirements in Requirement R3, but is no longer capable. Restated, Requirement R5 addresses units that were previously working but are now no longer working. The intent of Requirement R5 is to remove the “tiered” approach to PSS repair/replacement following a failure. A simple, streamlined approach to allow the Generator Owner sufficient time to repair or replace a broken PSS has been written. Consideration has been given for the need to procure parts or new equipment, schedule an equipment/unit outage, and install and test the repaired or replaced PSS. It is recognized that in some instances, it may require (1) replacement of an AVR, and (2) the existence of a PSS, or both the AVR and the PSS may need to be replaced to achieve a functioning system. The 24-month time frame is sufficient to return a functional, operating PSS to service. Page 10 of 11 VAR-501-WECC-4 – Power System Stabilizer * FOR INFORMATIONAL PURPOSES ONLY * Enforcement Dates: Standard VAR-501-WECC-3 — Power System Stabilizer United States Standard Requirement Enforcement Date VAR-501-WECC-3 TBD TBD Inactive Date Page 11 of 11 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer A. A. Attachment D Introduction 1. Title: Power System Stabilizer (PSS) 2. Number: VAR‐501‐WECC‐3.14 3. Purpose: To ensure the Western Interconnection is operated in a coordinated manner under normal and abnormal conditions by establishing the performance criteria for WECC power system stabilizers. 4. Applicability: 4.1 Generator Operator 4.2 Generator Owner 5. Facilities: This standard applies to synchronous generators, connected to the Bulk Electric System, that meetmeeting the definition of Commercial Operation. 6. Effective Date: The first day of the first quarter following regulatory approval, except for Requirement R3. For units placed in first‐time service after regulatory approval, Requirement R3 is effective the first day of the first quarter following final regulatory approval. For units placed in service prior to final regulatory approval, Requirement R3 is effective the first day of the first quarter that is five years after regulatory approval. B. B. Requirements and Measures R1. Each Generator Owner shall provide to its Transmission Operator, the Generator Owner’s written Operating Procedure or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the Automatic Voltage Regulator (AVR), within 180 days of any of the following events: [Violation Risk Factor: Low] [Time Horizon: Planning Horizon] The effective date of this standard; The PSS’s Commercial Operation date; or Any changes to the PSS operating specifications. M1. Each Generator Owner will have documented evidence that it provided to its Transmission Operator, within the time allotted as described in the procedures required under Requirement R1, written Operating Procedures or other document(s) describing those known circumstances during which the Generator Owner’s PSS will not be providing an active signal to the AVR. For auditing purposes, because Requirement R1 conditions are intended to be unchanged unless the Transmission Operator is otherwise notified, the Generator Owner only needs to provide the documentation to the Transmission Operator one time, or whenever the operating specifications change. Page 1 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer For auditing purposes, if a PSS is in service but is not providing an active signal to the AVR as described in Requirement R1, the disabled period does not count against the Requirement R2 mandate to be in service except as otherwise allowed. R2. Each Generator Operator shall have its PSS in service while synchronized, except during any of the following: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] Component failure Testing of a Bulk Electric System Element affecting or affected by the PSS Maintenance As agreed upon by the Generator Operator and the Transmission Operator A PSS that is out of service for less than 30 minutes does not create a violation of this Requirement, regardless of cause. M2. Each Generator Operator will have documentation of each claimed exception specified in Requirement R2. Documentation may include, but is not limited to: A written explanation covering the bulleted exception that describes the circumstances of the exception as allowed in Requirement R2. Documented evidence that the Generator Operator and the Transmission Operator agreed the PSS would not be operating during a specified set of circumstances, where the exception is claimed under the last bullet of Requirement R2. For auditing purposes, the presumption is that the PSS was in service unless otherwise exempted in Requirement R2. Evidence need only be provided to prove the circumstances during which the PSS was not in service for periods in excess of 30 minutes. R3. Each Generator Owner shall tune its PSS to meet the following inter‐area mode criteria, except as specified in Requirement R3, Part 3.5 below: [Violation Risk Factor: Medium] [Time Horizon: Operating Assessment] 3.1. PSS shall be set to provide the measured, simulated, or calculated compensated Vt/Vref frequency response of the excitation system and synchronous machine such that the phase angle will not exceed ± 30 degrees through the frequency range from 0.2 Hertz to the lesser of 1.0 Hertz or the highest frequency at which the phase of the Vt/Vref frequency response does not exceed 90 degrees. 3.2. PSS output limits shall be set to provide at least ±5% of the synchronous machine’s nominal terminal voltage. 3.3. PSS gain shall be set to between 1/3 and 1/2 of maximum practical gain. 3.4. PSS washout time constant shall be no greater than 30 seconds. Page 2 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer 3.5. Units that have an excitation system or PSS that is incapable of meeting the tuning requirements of Requirement R3 are exempt from Requirement R3 until the voltage regulator is either replaced or retrofitted such that the PSS becomes capable of meeting the tuning requirements. M3. Each Generator Owner will have documented evidence that its PSS was tuned to meet the specifications of Requirement R3. If the exception under Requirement R3, Part 3.5, is claimed, the Generator Owner will have documented evidence describing: 1) the conditions that render the PSS incapable of meeting the tuning requirements, and 2) the date the voltage regulator was last replaced or retrofitted. R4. Each Generator Owner shall install and complete start‐up testing of a PSS on its generator within 180 days of either of the following events: [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] The Generator Owner connects a generator to the BES, after achieving Commercial Operation, and after the Effective Date of this standard. The Generator Owner replaces the voltage regulator on its existing excitation system, after achieving Commercial Operation for its generator that is connected to the BES, and after the Effective Date of this standard. M4. Each Generator Owner will have evidence that it installed and completed start‐up testing of a PSS on its generator within 180 days of either of the conditions described in Requirement R4, and when those conditions occur after the Effective Date of this standard. For auditing purposes The first bullet of Requirement R4, bullet one only applies to equipment on its initial (first energization) connection to the BES. R5. Each Generator Owner shall repair or replace a PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications stated in Requirement R3. [Violation Risk Factor: Medium] [Time Horizon: Operational Assessment] M5. Each Generator Owner will have evidence that it repaired or replaced its PSS within 24 months of that PSS becoming incapable of meeting the tuning specifications of Requirement R3. Evidence may include, but is not limited to, documentation of the date the PSS became incapable of meeting the Requirement R3 tuning specifications, and the date the PSS was returned to service, demonstrating that the span of time between the two events was less than 24 months. Page 3 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer C. Compliance C. Compliance 1. Compliance Monitoring Process 1.1 Compliance Enforcement Authority : “Compliance Enforcement Authority” means NERC or the Regional Entity, or any entity as otherwise designated by an Applicable Governmental Authority, in their respective roles of monitoring and/or enforcing compliance with mandatory and enforceable Reliability Standards in their respective jurisdictions. 1.2 Compliance Monitoring and Assessment Processes Compliance Audits Self‐Certifications Spot Checking Compliance Investigations Self‐Reporting Complaints 1.3 . Evidence Retention : The following evidence retention periodsperiod(s) identify the period of time an entity is required to retain specific evidence to demonstrate compliance. For instances where the evidence retention period specified below is shorter than the time since the last audit, the Compliance Enforcement Authority may ask an entity to provide other evidence to show that it was compliant for the full ‐time period since the last audit. The applicable entity shall keep data or evidence to show compliance as identified below unless directed by its Compliance Enforcement Authority to retain specific evidence for a longer period of time as part of an investigation. Each Generator Operator shall keep evidence for all Requirements of the document for a period of three years plus calendar current. 1.4 Additional Compliance Information None D. Regional Differences None Page 4 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer Attachment DB Table of Compliance Elements 1.3 Compliance Monitoring and Enforcement Program: As defined in the NERC Rules of Procedure, “Compliance Monitoring and Enforcement Program” refers to the identification of the processes that will be used to evaluate data or information for the purpose of assessing performance or outcomes with the associated Reliability Standard. Page 5 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer R Violation Severity Levels Lower VSL Moderate VSL High VSL Severe VSL R1 NA NA NA The Generator Owner failed to provide its PSS operating specifications to the Transmission Operator as required in Requirement R1. R2 Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 30 minutes but less than 60 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 60 minutes but less than 120 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 120 minutes but less than 180 minutes. Each Generator Operator not having its PSS in service while synchronized in accordance with Requirement R2, for more than 180 minutes. R3 The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, two times or fewer during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, three times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, four times during the audit period. The Generator Owner’s PSS failed to meet any of the required performances in Requirement R3, five times or more during the audit period. R4 NA NA NA The Generator Owner failed to install on its generator a PSS, as required in Requirement R4. R5 NA NA NA The Generator Owner failed to repair or replace a non‐ operational PSS as required in Requirement R5. Page 6 of 14 <Public> VAR‐501‐WECC‐43.1 – Power System Stabilizer Page 7 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer Page 8 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer D. Regional Variances None. E. Associated Documents None. Version History Version Date Action 1 April 16, 2008 Permanent Replacement Standard for VAR‐STD‐002b‐1 1 October 28, 2008 Adopted by NERC Board of Trustees 1 April 21, 2011 FERC Order issued approving VAR‐ 501‐WECC‐1 (FERC approval effective June 27, 2011; Effective Date July 1, 2011) 2 November 13, 2014 Adopted by NERC Board of Trustees 2 March 3, 2015 FERC letter order approved VAR‐501‐WECC‐2 3 February 9, 2017 Adopted by NERC Board of Trustees 3 April 28, 2017 FERC letter order approved VAR‐501‐WECC‐3 3.1 August 10, 2017 Adopted by the NERC Board of Trustees 3.1 TBDSeptember 26, 2017 TBDFERC letter order issued approving VAR‐501‐WECC‐3.1 4 December 6, 2022 WECC Standards Committee accepted a “no change “ recommendation followed by Change Tracking Errata Non‐substantive changes were approved by the Page 9 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer an information‐only filing to NERC. WECC Standards Committee as allowed in the WECC Reliability Standards Development Procedures. An information‐only filing provided to NERC reflects the following: 1) updates to the template and syntax, 2) removal of stale‐dated language from the Effective Date, 3) deletion of “For auditing purposes of…” from M4, 4) in the Guidance section, “dampen” was replaced with “damp”, and syntax was addressed deleting “still”, “of those”, “of the”, and “to ensure” was replaced with “ensuring”, and “wash out” was replaced with “washout.” Page 10 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer Guideline and Technical Basis PSS systems are used to minimize real power oscillations by rapidly adjusting the field of the generator to dampendamp the low‐frequency oscillations. It is necessary for large numbers of PSS devices to be in operation in the Western Interconnection to provide the required system damping while still allowing for some of these units to be out of service whenever necessary. Mandate to Install a PSS Nothing in this Regional Reliability Standard (RSS) should be construed to require installation of a PSS solely because a PSS is not currently installed as of the Effective Date of this RRS. Rather, installation is only mandated on the occurrence of either of the triggering eventsevent described in Requirement R4, Bullet 1 or Bullet 2, after the Effective Date of the RRS. It should be noted that a PSS is neither Transmission nor generation. Requirement R1 Requirement R1 addresses normal operating conditions. Requirement R1 recognizes that PSS systems have varying states, such as on, off, active, and non‐active. As long as the PSS is operating in accordance with the documentation provided to the Transmission Operator, this is not considered a status change for purposes of this standardStandard. This Requirement eliminates the requirement to count hours as required in the previous version of this standardStandard while also allowing the Generator Owner to create a unit‐ specific operating plan. The intent of Requirement R1 is to provide the Transmission Operator, the PSS operating zone in which the PSS is “active” providing damping to the power system. Some PSS may be programmed to become “active” at a specified megawatt loading level and above while others may be programmed to be “active” in a particular band of megawatt loading levels and are “non‐active” only when passing through the “rough zone” or some other band. A “rough zone” is a megawatt loading band in which the generator‐turbine system could contribute to system instability. Requirement R2 This Requirement only applies when the PSS is out of service for a period greater than 30 minutes. Unlike Requirement R1, Requirement R2 addresses exceptions to normal operation. Page 11 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer The intent of Requirement R2 is to remove the previous requirement to log hours for PSS in service. In this standard’sStandard’s previous version, the logged hours were totaled quarterly to meet the 98% in‐service requirement. Instead of documenting the number of hours excluded, this Requirement simplifies the process by allowing the Generator Operator to communicate to the Transmission Operator the circumstances that render the PSS unavailable to the Transmission Operator (such as component failure, maintenance, and testing). Requirement R3 Nothing in this RSS should be construed to mandate the design criteria for the equipment used to produce the tuning output of the PSS. Rather, Requirement R3 is intended to address the design criteria for the tuning output of the PSS. Unlike the language in Requirement R5 that looks backward to address units that were once operating but are no longer capable of operating, Requirement R3 looks forward, requiring that units be tuned to the specified parameters. The PSS transfer function should compensate the phase characteristics of the generator, exciter, and power (GEP) system transfer function so the compensated transfer function ((PSS(s) * GEP(s)) has a phase characteristic of ± 30 degrees in the frequency range. The GEP(s) transfer function is a theoretical transfer function, and its phase characteristic cannot be directly measured during field tests (only via simulation). Thus, the Requirement recognizes the practical approach of measuring the frequency response between voltage reference set point and terminal voltage (Et/Vref) and using the phase characteristic of such frequency response as being the phase characteristic of GEP(s). The phase characteristic of Et/Vref is a better approximation to the phase characteristic of GEP(s) when the frequency response Et/Vref is obtained with the generator synchronized to the grid at its minimum stable power output. In an effort to allow for reasonable wash‐outwashout time constants, the Requirement specifies 0.2 Hz as the applicable threshold. The 0.2 Hz threshold more closely aligns with the observed oscillation frequencies. A properly tuned PSS should provide positive damping to the local mode of oscillation, which typically has a frequency higher than 1.0 Hz. This Requirement modifies the requirement associated with the adjustment of the PSS gain. The standard no longer defines the PSS gain in terms of gain margin but instead requires the final PSS gain to be between 1/3 (10 dB) and 1/2 (6 dB) of the maximum practical gain that could be achieved during PSS commissioning. The maximum practical gain might be associated with the excessive noise or raised higher‐frequency oscillations in the closed loop response (exciter mode) or any other form if there is inadequate closed‐loop performance, as determined during PSS commissioning. It is now part of Measure M3 to show the field test results that led to the determination of the maximum practical gain. Page 12 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer Requirement R4 Requirement R4 requires a Generator Owner to install a PSS on new applicable units or when excitation systems are replaced or retrofitted on existing applicable units. This Requirement applies to new excitation systems and not to existing systems that do not have PSS. The Requirement also allows a reasonable amount of time for the commissioning of new PSS. Requirement R5 Unlike the language in Requirement R3 that looks forward to ensureensuring that a unit is tuned, Requirement R5 looks backward. Specifically, the language in Requirement R5, “becoming incapable,” indicates the unit was previously capable of meeting the tuning requirements in Requirement R3, but is no longer capable. Restated, Requirement R5 addresses units that were previously working but are now no longer working. The intent of Requirement R5 is to remove the “tiered” approach to PSS repair/replacement following a failure. A simple, streamlined approach to allow the Generator Owner sufficient time to repair or replace a broken PSS has been written. Consideration has been given for the need to procure parts or new equipment, schedule an equipment/unit outage, and install and test the repaired or replaced PSS. It is recognized that in some instances, it may require (1) replacement of an AVR, and (2) the existence of a PSS, or both the AVR and the PSS may need to be replaced to achieve a functioning system. The 24‐month time frame is sufficient to return a functional, operating PSS to service. Page 13 of 14 <Public> VAR‐501‐WECC‐3.14 – Power System Stabilizer * FOR INFORMATIONAL PURPOSES ONLY * Enforcement Dates: Standard VAR‐501‐WECC‐3 — Power System Stabilizer United States Standard Requirement Enforcement Date VAR‐501‐WECC‐3 TBD TBD Inactive Date Page 14 of 14 Unofficial Comment Form Regional Reliability Standard VAR-501-WECC-4 DO NOT use this form for submitting comments. Use the electronic form to submit comments on the proposed modifications to Regional Reliability Standard, VAR-501-WECC-4 (Power System Stabilizer). The electronic form must be submitted by 8 p.m. Eastern, Friday, September 29, 2023. Documents and information about this project are available on the WECC’s Standards page. If you have questions, contact Reliability Standards Analyst, Kimberlin Harris (via email) or at (404) 446-9794. Background Information The WECC Regional Reliability Standard Drafting Team ensures each Regional Reliability Standard undergoes a substantive review at least once every five years. During the most recent review, the following changes to WECC’s Regional Reliability Standard VAR-501-WECC-3.1 Power System Stabilizer were proposed: 1. Updates to the document template, numbering, and template sections as provided by NERC 2. Removal of stale-dated verbiage included in the Effective Date 3. Removal of the redundant phrase, “[F]or auditing purposes….” From Measure M4 4. Updates to syntax 5. Correction of “[s]tandard” to “[S]tandard” 6. Correction of “dampen” to “damp” in the Rationale and Guidance section The WECC Board of Directors approved the proposed regional standard on June 14, 2023. NERC Criteria for Developing or Modifying a Regional Reliability Standard Each regional difference (i.e. Regional Reliability Standard or Variance) shall be: (1) is more stringent than the continent-wide Reliability Standard, including a regional difference that addresses matters that the continent-wide reliability standard does not; or (2) necessitated by a physical difference in the bulk power system. Regional Reliability Standards and Variances shall provide for as much uniformity as possible with Reliability Standards across the interconnected bulk power system of the North American continent. Regional Reliability Standards and Variances, when approved by FERC and applicable authorities in Mexico and Canada, shall be made part of the body of NERC Reliability Standards and shall be enforced upon all applicable Bulk Power System owners, operators, and users within the applicable area, regardless of membership in the region. The approval process for a proposed Regional Reliability Standard or Variance, or the retirement of an existing standard or Variance, requires NERC to publicly notice and request comment. Comments shall be RELIABILITY | RESILIENCE | SECURITY permitted only on the following criteria (technical aspects of the standard are vetted through the regional standards development process): Unfair or Closed Process – The Regional Reliability Standard was not developed in a fair and open process that provided an opportunity for all interested parties to participate. Although a NERC-approved Regional Reliability Standards development procedure shall be presumed to be fair and open, objections could be raised regarding the implementation of the procedure. Adverse Reliability or Commercial Impact on Other Interconnections – The Regional Reliability Standard would have a significant adverse impact on reliability or commerce in other interconnections. Deficient Standard – The Regional Reliability Standard fails to provide a level of reliability of the Bulk Power System such that the Regional Reliability Standard would be likely to cause a serious and substantial threat to public health, safety, welfare, or national security. Adverse Impact on Competitive Markets within the Interconnection – The Regional Reliability Standard would create a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability. Questions 1. Do you agree the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? Yes No Comments: 2. Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? Yes No Comments: 3. Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? Yes No Comments: Unofficial Comment Form VAR-501-WECC-4 | August 16-September 29, 2023 2 4. Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? Yes No Comments: 5. Does the proposed Regional Reliability Standard meet at least one of the following criteria? • The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. • The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. • The proposed regional difference is necessitated by a physical difference in the Bulk Power System. Yes No Comments: Unofficial Comment Form VAR-501-WECC-4 | August 16-September 29, 2023 3 NERC Balloting Tool (/) Dashboard (/) Users Ballots Comment Forms Login (/Users/Login) / Register (/Users/Register) REAL-TIME COMMENTS This comment form is no longer interactive because the comment period is closed. Regional Reliability Standard (WECC) | VAR-501-WECC-4 – Power System Stabilizer Description: Start Date: 08/16/2023 End Date: 09/29/2023 Associated Ballots: Ballot Name Filter: Project Standard None Pool Open Pool Close Voting Start Voting End Filter Q: 1. Do you agree the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? Hot Answers A: Yes (.a-b-78564) Israel Perez, On Behalf of: Salt River Project - WECC - Segments 1, 3, 5, 6 -0 -0 A: Yes (.a-b-78559) ACES Collaborators, Segment(s) 1, 9/29/2023 -0 -0 Other Answers A: Yes (.a-b-78351) BC Hydro, Segment(s) 3, 5, 1, 12/18/2018 -0 -0 A: Yes (.a-b-78356) Andrea On Behalf of: Bonneville Power Administration, WECC, Segments 1, 5, 6 © 2023 - NERC VerJessup, 4.2.1.0 Machine Name: ERODVSBSWB01 -0 -0 A: Yes (.a-b-78370) Robert Follini, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: Yes (.a-b-78380) Glen Farmer, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: Yes (.a-b-78445) Richard Jackson, On Behalf of: U.S. Bureau of Reclamation, , Segments 1, 5 -0 -0 A: Yes (.a-b-78526) None Daniela Atanasovski, On Behalf of: APS - Arizona Public Service Co., , Segments 1, 3, 5, 6 -0 -0 A: Yes (.a-b-78549) Mike Magruder, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 Q: 2. Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? Hot Answers A: No (.a-b-78565) Israel Perez, On Behalf of: Salt River Project - WECC - Segments 1, 3, 5, 6 -0 -0 A: No (.a-b-78560) ACES Collaborators, Segment(s) 1, 9/29/2023 -0 -0 © 2023 - NERC Ver 4.2.1.0 Machine Name: ERODVSBSWB01 Other Answers A: No (.a-b-78352) BC Hydro, Segment(s) 3, 5, 1, 12/18/2018 -0 -0 A: No (.a-b-78357) Andrea Jessup, On Behalf of: Bonneville Power Administration, WECC, Segments 1, 5, 6 -0 -0 A: No (.a-b-78371) Robert Follini, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: No (.a-b-78381) NA Glen Farmer, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: No (.a-b-78446) Richard Jackson, On Behalf of: U.S. Bureau of Reclamation, , Segments 1, 5 -0 -0 A: No (.a-b-78527) None Daniela Atanasovski, On Behalf of: APS - Arizona Public Service Co., , Segments 1, 3, 5, 6 -0 -0 A: No (.a-b-78550) Mike Magruder, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 Q: 3. Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? © 2023 - NERC Ver 4.2.1.0 Machine Name: ERODVSBSWB01 Hot Answers A: No (.a-b-78566) Israel Perez, On Behalf of: Salt River Project - WECC - Segments 1, 3, 5, 6 -0 -0 A: No (.a-b-78561) ACES Collaborators, Segment(s) 1, 9/29/2023 -0 -0 Other Answers A: No (.a-b-78353) BC Hydro, Segment(s) 3, 5, 1, 12/18/2018 -0 -0 A: No (.a-b-78358) Andrea Jessup, On Behalf of: Bonneville Power Administration, WECC, Segments 1, 5, 6 -0 -0 A: No (.a-b-78372) Robert Follini, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: No (.a-b-78382) Glen Farmer, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: No (.a-b-78447) Richard Jackson, On Behalf of: U.S. Bureau of Reclamation, , Segments 1, 5 -0 -0 A: No (.a-b-78528) None Daniela Atanasovski, On Behalf of: APS - Arizona Public Service Co., , Segments 1, 3, 5, 6 -0 -0 © 2023 - NERC Ver 4.2.1.0 Machine Name: ERODVSBSWB01 A: No (.a-b-78551) Mike Magruder, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 Q: 4. Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? Hot Answers A: No (.a-b-78567) Israel Perez, On Behalf of: Salt River Project - WECC - Segments 1, 3, 5, 6 -0 -0 A: No (.a-b-78562) ACES Collaborators, Segment(s) 1, 9/29/2023 -0 -0 Other Answers A: No (.a-b-78354) BC Hydro, Segment(s) 3, 5, 1, 12/18/2018 -0 -0 A: No (.a-b-78359) Andrea Jessup, On Behalf of: Bonneville Power Administration, WECC, Segments 1, 5, 6 -0 -0 A: No (.a-b-78373) Robert Follini, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: No (.a-b-78383) Glen Farmer, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: No (.a-b-78448) © 2023 - NERC Ver 4.2.1.0 Machine Name: ERODVSBSWB01 Richard Jackson, On Behalf of: U.S. Bureau of Reclamation, , Segments 1, 5 -0 -0 A: No (.a-b-78529) None Daniela Atanasovski, On Behalf of: APS - Arizona Public Service Co., , Segments 1, 3, 5, 6 -0 -0 A: No (.a-b-78552) Mike Magruder, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 Q: 5. Does the proposed Regional Reliability Standard meet at least one of the following criteria? The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. The proposed regional difference is necessitated by a physical difference in the Bulk Power System. Hot Answers A: Yes (.a-b-78568) While there are regional and physical differences, the changes proposed are mainly grammatical and all are minor. Israel Perez, On Behalf of: Salt River Project - WECC - Segments 1, 3, 5, 6 -0 -0 A: Yes (.a-b-78563) Thank you for the opportunity to comment. ACES Collaborators, Segment(s) 1, 9/29/2023 -0 -0 Other Answers A: Yes (.a-b-78355) BC Hydro, Segment(s) 3, 5, 1, 12/18/2018 -0 -0 © 2023 - NERC Machine Name: ERODVSBSWB01 A:Ver Yes4.2.1.0 (.a-b-78360) Andrea Jessup, On Behalf of: Bonneville Power Administration, WECC, Segments 1, 5, 6 -0 -0 A: No (.a-b-78374) Robert Follini, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: No (.a-b-78384) Glen Farmer, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 A: Yes (.a-b-78449) Richard Jackson, On Behalf of: U.S. Bureau of Reclamation, , Segments 1, 5 -0 -0 A: Yes (.a-b-78530) None Daniela Atanasovski, On Behalf of: APS - Arizona Public Service Co., , Segments 1, 3, 5, 6 -0 -0 A: No (.a-b-78553) Mike Magruder, On Behalf of: Avista - Avista Corporation, , Segments 1, 3, 5 -0 -0 © 2023 - NERC Ver 4.2.1.0 Machine Name: ERODVSBSWB01 Comment Report Project Name: Regional Reliability Standard (WECC) | VAR-501-WECC-4 – Power System Stabilizer Comment Period Start Date: 8/16/2023 Comment Period End Date: 9/29/2023 Associated Ballots: There were 9 sets of responses, including comments from approximately 14 different people from approximately 9 companies representing 4 of the Industry Segments as shown in the table on the following pages. Questions 1. Do you agree the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? 2. Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? 3. Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? 4. Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? 5. Does the proposed Regional Reliability Standard meet at least one of the following criteria? • • • The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. The proposed regional difference is necessitated by a physical difference in the Bulk Power System. Organization Name Name BC Hydro and Adrian Power Andreoiu Authority ACES Power Marketing Segment(s) 1,3,5 Jodirah Green 1 Region WECC Group Name Group Member Name BC Hydro Group Member Organization Group Member Segment(s) Group Member Region Hootan Jarollahi BC Hydro and 3 Power Authority WECC Helen Hamilton Harding BC Hydro and 5 Power Authority WECC Adrian Andreoiu BC Hydro and 1 Power Authority WECC MRO,RF,SERC,Texas ACES Bob Soloman RE,WECC Collaborators Kris Carper Hoosier Energy Electric Cooperative 1 Arizona 1 Electric Power Cooperative, Inc. RF WECC 1. Do you agree the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? Daniela Atanasovski - APS - Arizona Public Service Co. - 1,3,5,6 Answer Yes Document Name Comment None Likes 0 Dislikes 0 Response Adrian Andreoiu - BC Hydro and Power Authority - 1,3,5, Group Name BC Hydro Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Andrea Jessup - Bonneville Power Administration - 1,5,6 - WECC Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Robert Follini - Avista - Avista Corporation - 1,3,5 Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Glen Farmer - Avista - Avista Corporation - 1,3,5 Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Richard Jackson - U.S. Bureau of Reclamation - 1,5 Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Mike Magruder - Avista - Avista Corporation - 1,3,5 Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Jodirah Green - ACES Power Marketing - 1 - WECC, Group Name ACES Collaborators Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Israel Perez - Salt River Project - 1,3,5,6 - WECC Answer Yes Document Name Comment Likes 0 Dislikes Response 0 2. Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? Daniela Atanasovski - APS - Arizona Public Service Co. - 1,3,5,6 Answer No Document Name Comment None Likes 0 Dislikes 0 Response Glen Farmer - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment NA Likes 0 Dislikes 0 Response Israel Perez - Salt River Project - 1,3,5,6 - WECC Answer No Document Name Comment Likes 0 Dislikes 0 Response Jodirah Green - ACES Power Marketing - 1 - WECC, Group Name ACES Collaborators Answer No Document Name Comment Likes 0 Dislikes 0 Response Mike Magruder - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Richard Jackson - U.S. Bureau of Reclamation - 1,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Robert Follini - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Andrea Jessup - Bonneville Power Administration - 1,5,6 - WECC Answer No Document Name Comment Likes 0 Dislikes 0 Response Adrian Andreoiu - BC Hydro and Power Authority - 1,3,5, Group Name BC Hydro Answer No Document Name Comment Likes 0 Dislikes Response 0 3. Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? Daniela Atanasovski - APS - Arizona Public Service Co. - 1,3,5,6 Answer No Document Name Comment None Likes 0 Dislikes 0 Response Adrian Andreoiu - BC Hydro and Power Authority - 1,3,5, Group Name BC Hydro Answer No Document Name Comment Likes 0 Dislikes 0 Response Andrea Jessup - Bonneville Power Administration - 1,5,6 - WECC Answer No Document Name Comment Likes 0 Dislikes 0 Response Robert Follini - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Glen Farmer - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Richard Jackson - U.S. Bureau of Reclamation - 1,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Mike Magruder - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Jodirah Green - ACES Power Marketing - 1 - WECC, Group Name ACES Collaborators Answer No Document Name Comment Likes 0 Dislikes 0 Response Israel Perez - Salt River Project - 1,3,5,6 - WECC Answer No Document Name Comment Likes 0 Dislikes Response 0 4. Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? Daniela Atanasovski - APS - Arizona Public Service Co. - 1,3,5,6 Answer No Document Name Comment None Likes 0 Dislikes 0 Response Israel Perez - Salt River Project - 1,3,5,6 - WECC Answer No Document Name Comment Likes 0 Dislikes 0 Response Jodirah Green - ACES Power Marketing - 1 - WECC, Group Name ACES Collaborators Answer No Document Name Comment Likes 0 Dislikes 0 Response Mike Magruder - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Richard Jackson - U.S. Bureau of Reclamation - 1,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Glen Farmer - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Robert Follini - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Andrea Jessup - Bonneville Power Administration - 1,5,6 - WECC Answer No Document Name Comment Likes 0 Dislikes 0 Response Adrian Andreoiu - BC Hydro and Power Authority - 1,3,5, Group Name BC Hydro Answer No Document Name Comment Likes 0 Dislikes Response 0 5. Does the proposed Regional Reliability Standard meet at least one of the following criteria? • • • The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. The proposed regional difference is necessitated by a physical difference in the Bulk Power System. Robert Follini - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Glen Farmer - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes 0 Response Mike Magruder - Avista - Avista Corporation - 1,3,5 Answer No Document Name Comment Likes 0 Dislikes Response 0 Daniela Atanasovski - APS - Arizona Public Service Co. - 1,3,5,6 Answer Yes Document Name Comment None Likes 0 Dislikes 0 Response Jodirah Green - ACES Power Marketing - 1 - WECC, Group Name ACES Collaborators Answer Yes Document Name Comment Thank you for the opportunity to comment. Likes 0 Dislikes 0 Response Israel Perez - Salt River Project - 1,3,5,6 - WECC Answer Yes Document Name Comment While there are regional and physical differences, the changes proposed are mainly grammatical and all are minor. Likes 0 Dislikes 0 Response Adrian Andreoiu - BC Hydro and Power Authority - 1,3,5, Group Name BC Hydro Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Andrea Jessup - Bonneville Power Administration - 1,5,6 - WECC Answer Yes Document Name Comment Likes 0 Dislikes 0 Response Richard Jackson - U.S. Bureau of Reclamation - 1,5 Answer Yes Document Name Comment Likes 0 Dislikes Response 0 <Public> Response to Comments Posting 1—45-Day at NERC August 16 through September 29, 2023 WECC-0148 VAR-501-WECC-4 Power System Stabilizer Information Only Filing Posting 1—45-Day NERC The WECC-0148 VAR-501-WECC-4, Power System Stabilizer Drafting Team (DT) thanks everyone who submitted comments on the proposed project. WECC-0148 is an information-only filing proposing no Substantive changes. 1 Posting This project was posted for comment by NERC from August 16, 2023, through September 29, 2023. NERC distributed notice for the posting on August 16, 2023. NERC asked stakeholders to provide feedback on the proposed project through a standardized electronic template. NERC reported there “were 9 sets of responses, including comments from approximately 14 different people from approximately 9 companies representing 4 of the Industry Segments.” After review of the NERC-provided document, WECC found responses from seven organizations (some with member organization subcomponents), and 13 persons identified in the following Table of Respondents. Location of Comments All comments provided to WECC by NERC can be reviewed in their original format on the WECC-0148 project page under the “Submit and Review Comments” accordion. Changes in Response to Comment After consideration of all comments received, no further changes were made to this project. The terms Substantive and Non-Substantive are defined terms found in the WECC Relibaility Standards Development Procedures. https://www.wecc.org/Reliability/WECC%20Reliability%20Standards%20Development%20Procedures%20%20FERC%20Approved%2009-13-2021.pdf 1 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www.wecc.org <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Minority View No minority views were raised. Proposed Effective Date The proposed Standard can be implemented immediately upon receipt of final regulatory approval. Information Only—No Substantive Changes This project represents an “Information Only” filing with no Substantive changes. Per the WECC Relibaility Standards Development Procedures (Procedures), if no Substantive changes are requested to a Regional Standard, no further due process is required. Specifically, WECC Board of Directors (Board) approval is not required. On July 11, 2022, a list 2 of proposed Non-Substantive changes was distributed to the Standards Email List (SEL) inviting comments or concerns to be forwarded to WECC Standards staff. A redline and a clean version of the project was posted on the WECC-0148, Posting 1 for Comment accordion. No comments were received. On July 16, 2022, WECC posted a letter 3 to the WSC informing the WSC of its scope and authority to address an information only filing. The letter was published to the WECC-0148 home page on the Posting 1 for Comment accordion. On December 6, 2022, during a duly noticed WSC meeting, the WSC reviewed the letter from July 16, 2022, and was briefed on the WSC’s Procedural authority to approve the project with no further due process, so long as all changes were deemed Non-Substantive. The WSC concurred 4 that all proposed changes were Non-Substantive. Because the proposed changes are all Non-Substantive, the WSC also concurred that neither a posting for comment, ballot, Board approval, nor an Implementation Plan were required per the Procedures. Table of Respondents Organization 1 ACES Power Marketing (ACES) Bob Soloman, Jodirah Green, Kris Carper 2 Arizona Public Service Company (APS) Daniel Atanasovski 3 Avista Corporation Glen Farmer, Mike Magruder, Robert Follini https://www.wecc.org/Administrative/WECC-0148%20Notice%20of%20No%20Substantive%20Change.pdf https://www.wecc.org/Reliability/WECC-0148%20VAR-501-WECC-3.1%20%20Letter%20to%20WSC%20Requesting%20Information%20Only%20Filing%20-%20FINAL.docx 4 https://www.wecc.org/Administrative/2022-0316%20WSC%20Proposed%20Meeting%20Minutes%20for%20approval%202022-12-06-2022%20%20FINAL%20FROM%20TECH.docx 2 3 2 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Organization 4 BC Hydro and Power Authority (BC) Adrian Andreoiu, Helen Hamilton Harding, Hootan Jarollahi 5 Bonneville Power Administration (BPA) Andrea Jessup 6 Salt River Project (SRP) Israel Perez 7 United States Bureau of Reclamation Richard Jackson (USB) Contacts and Appeals If you feel your comment has been omitted or overlooked, please contact W. Shannon Black, WECC Consultant, at (503) 307-5782. In addition, there is a WECC Reliability Standards appeals process. 3 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Index to NERC-provided Questions, Comments, and Responses Question 1) Do you agree the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? 2) Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? 3) Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? 4) Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? 5) Does the proposed Regional Reliability Standard meet at least one of the following criteria a. The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. b. The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. c. The proposed regional difference is necessitated by a physical difference in the Bulk Power System. 4 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 1—Do you agree the proposed Regional Reliability Standard was developed in a fair and open process, using the associated Regional Reliability Standards Development Procedure? Commenter Comment or Response ACES Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Mike Magruder Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Robert Follini Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BC Yes Response 5 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 6 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 2— Does the proposed Regional Reliability Standard pose an adverse impact to reliability or commerce in a neighboring region or interconnection? Commenter Comment or Response ACES No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Mike Magruder No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Robert Follini No Response 7 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BC No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 8 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 3— Does the proposed Regional Reliability Standard pose a serious and substantial threat to public health, safety, welfare, or national security? Commenter Comment or Response ACES No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Mike Magruder No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Robert Follini No Response 9 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BC No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 10 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 4— Does the proposed Regional Reliability Standard pose a serious and substantial burden on competitive markets within the interconnection that is not necessary for reliability? Commenter Comment or Response ACES No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS No. Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Mike Magruder No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista - Robert Follini No Response 11 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BC No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB No Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 12 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 Comment Summary. For proposed changes and avenues forward, please see the preamble. 1) Question 5—Does the proposed Regional Reliability Standard meet at least one of the following criteria: d. The proposed Regional Reliability Standard has more specific criteria for the same requirements covered in a continent-wide standard. e. The proposed Regional Reliability Standard has requirements that are not included in the corresponding continent-wide standard. f. The proposed regional difference is necessitated by a physical difference in the Bulk Power System. Commenter Comment or Response ACES Yes. Thank you for the opportunity to comment. Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response APS Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response Avista – Glen Farmer No Response The WECC-0148 Drafting Team (DT) appreciates Avista’s negative response; however, Avista has failed to explain their response, identify any issues, or suggest any proposed changes. As such, the DT can neither identify nor remedy Avista’s concern. Commenter Comment or Response Avista - Mike Magruder No Response The WECC-0148 Drafting Team (DT) appreciates Avista’s negative response; however, Avista has failed to explain their response, identify any issues, or suggest any proposed changes. As such, the DT can neither identify nor remedy Avista’s concern. Commenter Comment or Response Avista - Robert Follini No Response 13 <Public> WECC-0148 NERC 45-Day Posting Response to Comments, Posting 1 The WECC-0148 Drafting Team (DT) appreciates Avista’s negative response; however, Avista has failed to explain their response, identify any issues, or suggest any proposed changes. As such, the DT can neither identify nor remedy Avista’s concern. Commenter Comment or Response BC Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response BPA Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response SRP Yes. While there are regional and physical differences, the changes proposed are mainly grammatical and all are minor. Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. Commenter Comment or Response USB Yes Response The WECC-0148 Drafting Team (DT) appreciates each respondent’s engagement in the Standards development process. 14 Exhibit C Standard Dra�ing Team Roster for Project WECC-0148 Power System Stabilizer <Public> Attachment L Drafting Team Roster WECC-0148 VAR-501-WECC-4 Five-year Review Drafting Team Roster Below please find a brief biography for each member of the WECC-0148 VAR-501-WECC-4, Power System Stabilizer, Five-year Review Drafting Team. Name Qualifications Greg Anderson, Mr. Anderson is the subject matter expert for generation and excitation Southern systems for the Southern California Edison Company. He has over 33 California Edison years of experience in the utility industry, with responsibilities for coordinating WECC testing of generation assets. He has been a WECC participant since 1997 and a member of the Control Work Group since 2003. Joel Anthes, Pacific Gas and Electric Mr. Anthes is a Senior Electrical Engineer with Pacific Gas and Electric Company’s Power Generation organization. Mr. Anthes has more than 16 years of experience in the electrical and power generation industries. Over the past nine years, he has led the development of multiple technical programs related to electrical generation and excitation system protection, control system tuning and modeling, and generator electrical ratings. Mr. Anthes is a registered professional engineer in the state of California and plays an active role in the development of industry best practices and regulatory standards for NERC. Recent experience includes: • Member of the drafting team for NERC Project 2020-02 Transmission-connected Dynamic Reactive Resources. • Power system stabilizer (PSS) tuning and validation. • Development of tools for numerical calculation of generator field current. Performs generator heat runs to prove safe increase of electrical rating beyond existing nameplate. • Development of program for dynamic modeling of generators, voltage regulators, governors, and power system stabilizers. Development of associated programs for NERC regulatory compliance. 155 North 400 West | Suite 200 | Salt Lake City, Utah 84103 www .wecc.or g <Public> Attachment L • Developed custom tools for determining generator electrical characteristics, impedances, time constants, phase response, and capability curves for synchronous generators. Oversees training of other engineers in the proper implementation of these tools. • Commissions and tests excitation systems, voltage regulators, and power system stabilizers. • Performs Root Cause Analyses using industry standard methodologies for operational safety incidents and major equipment failures. • Developed recommendations for corrective actions to effectively prevent the recurrence of equipment failure and human performance errors. Shane Kronebusch, L&S Electric, Inc. Mr. Kronebusch is the Lead Electrical Engineer and subject matter expert for generation and excitation systems for L&S Electric, Inc. He has over 31 years of experience in the utility industry, including: • Developing the LS-AES excitation system. • Designing, installing, and commissioning exciters and governors across a wide range of units. • Performing of testing and model validation reports for NERC MOD-025, -026, & -027. • Coordinating and preforming WECC testing of generation assets as an employee of BC Hydro Generation Engineering and Maintenance Services before joining L&S Electric, Inc. in 2010. • Participating as a member of the WECC Control Work Group since 2006 and drafting team member of WECC-0099/0107. Matthew Mr. McDonald is a Senior Electrical Engineer in the Technical Projects McDonald, Arizona Engineering department with 15 years of experience in the utility industry. Public Service He holds a Bachelor of Science from Pennsylvania State University as well as a professional engineering license. His expertise and experience include the following: • 13 years’ hands-on experience installing, troubleshooting, commissioning, and tuning excitation systems and generator protection relays. • Five years of experience performing generator, excitation, and PSS model validation via simulation and live testing. 2 <Public> Attachment L • Excitation system subject matter expert for Arizona Public Service for the past four years. • NERC/WECC compliance lead for VAR-501-3, PRC-19-2, PRC-002, PRC-27-1 and PRC-25-2. • Other responsibilities and roles have included generator excitation instructor, improvisational field testing, synchro-phasor and digital fault recorder commissioning. Kimberly Turco, Ms. Turco has worked for Constellation Energy Generation (CEG) for 10 Constellation years, with the last two years in NERC compliance and supporting ISO Energy compliance. CEG is actively involved in NERC’s Standards Under Development process and would like to take this opportunity for direct involvement in the review of VAR-501-WECC. Kim comes with a wide background in energy and compliance that would be an asset in the standards review process. Kim’s background: • Worked as a subject matter expert in AESO in day-ahead bidding and electronic transaction systems (ETS). • Drafted CEG’s Grande Prairie Generation generating station’s Transmission Must Run Contract. • A barred attorney. • NERC compliance SME and compliance contact for CEG’s WECC and Alberta generating facilities. • Lead on historical submittal of Automatic Voltage Regulator and Power System Stabilizer Outage reporting. Kim has the full support of CEG’s NERC Compliance Group and will be able to dedicate the time and resources demanded of a member of the Standards Drafting Team. 3