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IEEE 2030.5 Workshop IEEE 2030.5/CA Rule 21 Foundational Workshop June 12, 2017 1 THANK YOU TO OUR SPONSOR Agenda 3:15 PM Welcome and opening remarks Tom Tansy, SunSpec Alliance 3:20 PM What is IEEE 2030.5 and what does it mean to California and Rule 21? Bob Fox, Principal Engineer, SunSpec Alliance Gordon Lum, CTO, Kitu Systems Steve Kang, Sr. VP of Engineering, Quality Logic 4:00 PM What are the options for building/buying IEEE 2030.5 technology? Mike Bourton, VP of Business Development, Kitu Systems 4:20 PM SunSpec Test and Certification program for IEEE 2030.5/CSIP Tom Tansy, Chairman, SunSpec Alliance 4:40 PM IEEE 2030.5 test and certification solutions James Mater, GM-Smart Grid Business, Quality Logic 5:00 PM Roundtable discussion and audience Q&A 5:15 PM Closing remarks plus networking and drinks IEEE 2030.5 and DER Grid Standards Bob Fox, SunSpec Alliance July 12, 2017 DER Grid Standards ¾ CA Rule 21 – Common Smart Inverter Profile (CSIP) ¾ IEEE 1547, 1547.1 5 CA Rule 21 ¾ Accelerate deployment of smart inverter functionality in CA ¾ Initial work done in Smart Inverter Working Group (SIWG) ¾ Three phases – Phase 1: Autonomous functions – Phase 2: Communications – Phase 3: Additional functions 6 CA Rule 21 Phase 2 ¾ Ability to communication with DER ¾ IEEE 2030.5 is the default communications interface ¾ CA Rule 21 allows the 2030.5 interface to be at an aggregator, facility energy management system, or individual DER ¾ If the interface is not at the DER, any protocol may be used at the DER to communicate with the component(s) supplying the IEEE 2030.5 interface 7 IEEE 2030.5 (SEP 2.0) ¾ Developed for general protocol and information model support for smart grid device functionality ¾ Default communication interface for DER in CA Rule 21 ¾ CA Rule 21, IEEE 2030.5 allows the interface to be at an aggregator, facility energy management system, or individual DER ¾ Currently being updated to provide CA Rule 21 support ¾ With the successful ballot of IEEE 1547, full 1547 support may be supplied in the current update ¾ DER functionality originally based on SunSpec/IEC 61850 information models 8 Common Smart Inverter Profile (CSIP) ¾ Common Smart Inverter Profile (CSIP) defines the IEEE 2030.5 functionality required by Rule 21 ¾ Developed and published by the CA IOUs to provide uniform requirements for communication support in Rule 21 ¾ SunSpec Alliance is developing CSIP/2030.5 Test Procedures and certification requirements for Rule 21 Phase 2 ¾ CA Rule 21 Phase 2 becomes mandatory 9 months after the release of the SunSpec CSIP/2030.5 Test Procedure are released 9 IEEE 2030.5 Status ¾ Currently being updated to address comments from last version and changes required to support CA Rule 21 Phase 1 and 3 functionality ¾ Due to IEEE 1547 passing on the first ballot, changes to support the current draft of IEEE 1547 are being considered ¾ Editing group led by Robby Simpson is working on the above updates ¾ Targeted to finish draft for IEEE 2030.5 working group vote by end of July 10 CSIP Implementation Guide Gordon Lum Origin of Implementation Guide (IG) • Mandated as part of the April 7, 2017, CPUC Resolution E-4832 on the Phase 2 recommendations for communications protocols. • Resolution E-4832 incorporates IOU Advice Letters 3532-E, 4982- E, and 3023-E. • 3532-E: Each IOU Handbook shall make reference to a common “California IEEE 2030.5 Implementation Guide” that will be developed and maintained collectively by the California IOUs. This implementation Guide shall provide detailed communication requirements and implementation Guidelines that ensure consistent interoperability of DER systems with all the IOUs. This guide may be updated periodically to support advances in technology or updates in tariffs and other California DER rules. What is the Implementation Guide? • Describes how to use the default IEEE 2030.5 (SEP2) Protocol to implement CA Rule 21 functions (i.e. describes the CA Rule-21 “profile” of the IEEE 2030.5 protocol) • Assumes communicating devices are fully-compliant with IEEE 2030.5 • Uses a subset of the 2030.5 protocol/resources • Adds additional constraints on the use of 2030.5 resources • Also describes the architecture, model, and expected usage pattern for communications that are not explicitly defined by CPUC Orders and Advice Letters. • CSIP Implementation Guide version 1.0 published in September 2016. • Next revision of IG will address recent 2030.5 changes to incorporate IEEE 1547 updates. • Any feedback on how to improve the IG is welcome Architecture Models 1. Direct – Inverter directly communicates with the Utility Server 2. EMS-Gateway – Entity/Device that manages a small number of local Inverters. 3. Aggregator – Entity that manages communications for a fleet of Inverters. Assumed to be a cloud-based Server. This is the utility’s preferred model of operation. Special Requirements for Aggregators • Aggregator are assumed to be cloud server capable of managing a large fleet of Inverters. • Aggregators must act on behalf of all of the Inverters under its control. • Must know the group assignments of all Inverters and act on all controls targeted to those groups. • Must provide aggregated and non-aggregated meter data for all Inverters • Aggregators must use the IEEE 2030.5 Subscription/Notification mechanisms to reduce network traffic. Hierarchical System Model System A1 Each node in the system is a Group (FSA) • Grid network assumes a Subtransmission A1-B1 A1-B2 hierarchical system topology Substation A1-B1-C1 A1-B1-C2 model. Feeder A1-B1-C1-D1 A1-B1-C2-D1 • Each node in the topology is Segment A1-B1-C1-D1-E1 a Group (i.e. FSA). Transformer A1-B1-C1-D1-E1-F1 • Inverters must support Service Point A1-B1-C1-D1-E1-F1-G1 A1-B1-C1-D1-E1-F1-G2 membership in up to 9 Inverter-A Inverter-B Groups. Inverter-A belongs to these Groups • Utilities can target a DER The Inverter’s FSA List contains all of the Groups the inverter belongs to Inverter-A FSA List A1, A1-B1, A1-B1-C1, A1-B1-C1-D1, A1-B1-C1-D1-E1, A1-B1-C1-D1-E1-F1, A1-B1-C1-D1-E1-F1-G1 Control to any Group. Inverter-B FSA List A1, A1-B1, A1-B1-C1, A1-B1-C1-D1, A1-B1-C1-D1-E1, A1-B1-C1-D1-E1-F1, A1-B1-C1-D1-E1-F1-G2 Targeting controls to a Group is a very important feature for the utilities. CA Rule 21 – Phase 1 Mappings Phase 1 Requirement IEEE 2030.5 Mapping HV/LV MustTrip Curves Voltage Ride-Throughs (F8) HV/LV MomentaryCessation Curves Frequency Ride-Throughs (F8) HF/LF MustTrip Curves Ramp Rates (F8) setGradW, setSoftGradW Connect/Disconnect (F2) opModConnect, opModEnergize Fixed Power Factor (F8) opModFixedPF Dynamic Volt-Var (F8) opModVoltVar CA Rule 21 – Phase 3 Mappings Phase 3 Requirement IEEE 2030.5 Mapping MUP function set for meter data EDER/DERS for status, settings, and ratings Monitor Meter Data (F1) LogEvent function set for alarms Response function set for event acks Limit Maximum Power (F3) opModMaxLimW Set Active Power (F4) opModFixedFlow Frequency Watt (F5) opModFreqWatt Voltage Watt (F6) opModVoltWatt Dynamic Reactive Current (F7) TBD Scheduling (F8) DERControl events July 12, 2017 Introduction to IEEE 2030.5 for CA Rule 21 Steve Kang, VP Engineering, QualityLogic © 2017 QualityLogic Inc Content IEEE 2030.5 Overview History Design Features Function Sets for CSIP Why IEEE 2030.5 for CA Rule 21 Standard Update © 2017 QualityLogic Inc Confidential 20 IEEE 2030.5 History Evolution of ZigBee Smart Energy 1.x A widely deployed standard for the Smart Grid HAN IEEE 2030.5-2013 incorporates all of the application functionality of ZSE 1.x with several additions (including DER and EV support) Robust testing and certification program with a certification mark 60+ million meters currently deployed or under contract, from a variety of manufacturers ~550 Certified Products However, limited to the ZigBee PRO technology (802.15.4 at 2.4 GHz running the ZigBee PRO stack) QL Test IEEE 2030.5 ZSE 1.0 ZSE 1.0 IEEE 2030.5- Harness Selected by CA Started Published 2013 Published Approved Rule 21 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 SEP 2.0 SEP 2.0 PAR SunSpec CA Started Published Approved Rule 21 Certification 21 IEEE 2030.5 History ZigBee Smart Energy Profile 2 initiated in 2008 Requirements defined by utilities Designed to use widely-adopted technologies Consortium for SEP 2 Interoperability (CSEP) formed in 2012 Founded by HomePlug, Wi-Fi and ZigBee Completed V1.0 PICS and Test Spec in December 2013 Standard completed and adopted as IEEE 2030.5 in 2013 (IEEE 2030.5-2013) Added to SGIP Catalog of Standards in 2013 First CSEP Test Harness approved in February 2015 First Conformance tests by UL in 2015 Selected as the “default protocol” for California Rule 21 in 2016 22 IEEE 2030.5 Design Leverages open standards for communication and data formats Integrates energy devices into the smart grid based upon demand response events, price signals, and DER requirements Transport Layer Agnostic – relies on HTTPS/XML TCP/IP based - Wifi, BlueTooth, Zigbee IP, WiSUN, HomePlug, etc Subscription or Polling method determined by end device Data compression optional for end devices Zero configuration networking – use of mdns 7 years test specification and certification tool development 23 Design Uses Function Sets = Toolsets © 2017 QualityLogic Inc Confidential 24 Why IEEE 2030.5 for DER? Supports the CA Rule 21 SIWG functions Full Metering data support Monitoring/alarms for situational awareness and measurement/verification DER information model harmonized with 61850 and SunSpec Controls provide support for DER advanced functionality - Autonomous controls and
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