Don’t wait until the last minute. You should allow time for at least one iteration with CAISO so that you are complete and deemed compliant before your deadline.

On August 1, 2018, CAISO introduced a revised Business Practice Manual for Transmission Planning Process (BPM), which includes new data requirements for interconnected generation resources within the ISO’s footprint. Section 10 of the BPM establishes revised data requirements and compliance procedures for all participating generators including non-NERC registered entities. While additional requirements have been placed on larger NERC registered facilities, these changes may pose an even greater burden to entities that have been exempt from NERC mandated modeling and protection requirements.

New data requirements include voltage and frequency protection models, power flow models, and in some cases, sub-synchronous resonance models. These models must be verified using criteria listed in the BPM, which can only be performed by entities with modeling software and knowledge of modeling practices.

NAES is prepared to assist entities with data aggregation, modeling, and testing to ensure compliance with CAISO’s data requests. The following links will allow entities to determine when to expect their individual data requests (phase) and what data will be required (category).

Business Practice Manual (BPM)

Entity Category and Phase Listing

CAISO Transmission Planning Website

TPL-007

TPL-007 establishes planning criteria for induced currents caused by geomagnetic disturbances. The standard is applicable to facilities using transformer(s) with a high side, wye grounded winding operated above 200 kV and can require both submittal of general geomagnetic data (R2) and thermal impact assessments (R6) depending on results of Planning Coordinator analysis.

VAR-501-WECC

VAR-501-WECC requires applicable entities within the WECC region to confirm performance settings and characteristics of Power System Stabilizers (PSS). NAES provides physical testing and reporting services to address WECC’s specific PSS requirements.

PER-006

PER-006 requires Generator Operators to provide training to personnel who are responsible for the Real-time control of a generator. NAES has developed specific protection system training materials suitable for compliance with the Standard and provides this training both on and off site

PRC-001

PRC-001 requires entities to coordinate protection system changes with other affected parties. NAES offers both procedural documentation and engineering services to establish the required coordination for both PRC-001 and PRC-027.

PRC-002

PRC-002 requires the installation and operation of disturbance monitoring equipment (DME) for applicable entities. NAES can assist with the design and installation of DME as well as ongoing compliance support.

PRC-019

PRC-019 requires applicable entities to show coordination between voltage regulating controls, limiters, equipment capabilities, and protection settings. NAES produces PRC-019 specific coordination studies for both traditional generators and renewable projects to establish compliance with the Standard.

PRC-023

PRC-023 requires load responsive protective relays be set according to criteria within the Standard to ensure settings do not limit transmission loadability. NAES provides full engineering analyses to maintain compliance with this Standard.

PRC-024

PRC-024 requires applicable entities to ensure generator protective relays do not trip within predefined frequency and voltage limits. NAES can complete protection settings analyses and provide compliance documentation that clearly identifies protection settings as they relate to NERC’s “no trip” zones.

PRC-025

PRC-025 establishes minimum settings requirements for load-responsive relays protecting generators, step up transformers, and auxiliary transformers. NAES utilizes predefined calculation options as well as simulations to determine a facility’s compliance status and development of new relay settings if required.

PRC-026

PRC-026 requires applicable entities to perform load responsive relay settings analyses based on criteria identified within the Standard. Entities are typically notified by the Planning Coordinator when an analysis is required. NAES performs all required studies to establish compliance.

MOD-025

MOD-025 requires Real and Reactive Power capability testing for individual generating units over 20 MVA or facilities with over 75 MVA of generation capacity. NAES offers site specific test procedures and/or complete onsite testing services to meet the requirements of this standard.

MOD-026

MOD-026 requires verification of excitation or volt/var control dynamic models through utilization of either system disturbances or physical testing. NAES offers full testing and modeling services to meet the requirements of this standard.

MOD-027

MOD-027 requires verification of governor or active power/frequency control dynamic models through utilization of either system disturbances or physical testing. NAES offers full testing and modeling services to meet the requirements of this standard.