Bulk Electric System Facility Rating Methodology 1.0 Purpose and Scope The purpose of this document is to summarize JEA’s rating methodology for bulk electric system facilities of JEA’s solely and jointly-owned facilities for which JEA has responsibility for providing ratings, in fulfillment of NERC recommendation FAC-008, for establishing a rating methodology for Bulk Electric System Facilities. For facilities where ownership changes in the line or terminal, JEA rates only those portions of the line or terminal it owns. For jointly owned facilities, JEA provides ratings if JEA is the operator as defined in contractual documents. The scope of this document includes bulk electric system transmission facilities (transmission circuits, autotransformers and capacitor banks that operate at voltages 100kV or higher) and generation facilities interconnected at 100KV or higher. Other components and equipment that may limit the ultimate ratings of these major facilities are also addressed herein, and are referred to as auxiliary equipment and components of major facilities. Additionally, any JEA facility rating is derived from the most limiting applicable equipment rating of the individual equipment that comprises that facility. In developing JEA’s facility ratings methodology, the following were considered: • Ratings provided by manufacturer • Design criteria, such as, manufacturer nameplate or warranty, IEEE, ANSI or other standards • Ambient conditions • Operating limitations • Other assumptions 2.0 Transmission Circuit Rating Methodology JEA defines transmission circuits to be unique electrical circuit between the high voltage terminations of two substations. JEA establishes the maximum rating of transmission circuits of calculating maximum ampacity based on the allowable temperature rise of the conductor as referenced in JEA’s “Transmission Construction Standards,” CO-1 (i.e. 200º F for 1590 ACSR.) In cases where the transmission circuit is limited by other equipment, the rating is limited to the most limiting equipment rating that comprises any portion of the circuit. 2.1 Overhead Transmission Lines The calculation methods used to determine normal and emergency ratings of JEA bare overhead transmission conductor are based on an industry standard rating methodology (published by Southwire Corporation). Data utilized for conductor parameters to perform conductor calculations is taken from similar resources. Specifically, for all JEA overhead conductor ampacity calculations, the following local parameters are utilized to establish maximum ampacity at summer peak load (5:00 p.m.) and winter peak load (7:00 a.m.): Parameters Ambient Air Temperature Perpendicular Crosswind Velocity Emissivity Constant Absorptivity Constant Atmospheric Conditions Solar Heat Gain Altitude Conductor Azimuth Summer 90º F 2 Ft/Sec Winter 40º F 2 Ft/Sec 0.8 0.5 Clear 5:00 PM 50 Ft 0º F 0.8 0.5 Clear 7:00 AM 50 Ft 0º F Emergency ratings are based on the conductors’ response to a step change in current over its assumed pre-load current (50% of normal rating) over a specified time period (10 minutes). Operating plans shall be implemented within the time period to reduce the load on the conductor to its normal rating. Other ratings may be implemented as required based on detailed analysis on a case by case basis. 2.2 Underground Transmission Lines JEA determines underground transmission line ratings based upon cable manufacturers recommendations and by employing professional service firms to perform thermal modeling of underground transmission systems. These analyses include the consideration of existing soil conditions, subterranean (or sub aqueous) irregularities, and the presence of other underground electric (transmission or distribution) facilities when these are sufficiently close to the transmission facility under study. Based on acceptable loss of life and being consistent with FRCC’s “Reliability Process for the FRCC Bulk Electric System”, JEA has developed emergency ratings for its underground transmission lines. These emergency ratings are 120% of normal continuous ratings and are valid for 10 minutes. Other ratings may be implemented as required based on detailed analysis on a case by case basis. Operating plans shall be implemented within 10 minutes to reduce the load on the device to its continuous rating. During these emergency periods, operation of the device may result in reduced operating life that is acceptable to JEA. JEA determines its own inspection and maintenance policy following these emergency operating conditions. 3.0 Transformer Rating Methodology 3.1 Autotransformers Autotransformers normal summer ratings are determined by the equipment manufacturer and listed on the transformer nameplate. Typically, ratings for the JEA system autotransformers are specified as ONAN/ONAF/ONAF. Normal winter and emergency ratings were developed consistent with IEEE Standard C57.91-1995 Guide for Loading Mineral Oil Immersed Transformers. The ratings in excess of nameplate were developed and applied conservatively to ensure less than 1% loss of life over a 24-hour period based on assumed summer and winter load and temperature. This yields the summer and winter emergency ratings of 130% of the normal ratings for six hours and 10 minutes. During these emergency periods, operation of the device may result in reduced operating life that is acceptable to JEA. JEA determines its own inspection and maintenance policy following these emergency operating conditions. All of JEA’s autotransformers have temperature indicating devices that generate alarms to the JEA Control Center when temperature limits are exceeded. Operating plans shall be implemented within the time period to reduce the load on the autotransformer to its normal rating when the temperature alarms are indicated at the control center. Other ratings may be implemented as required based on detailed analysis on a case by case basis. 3.2 Generator Step Up Transformers (GSU) GSUs are coordinated with the maximum rated full load conditions of the generator they are intended to operate with. These ratings are provided by the equipment manufacturer and listed on the transformer nameplate. All installations require that the GSU be the limiting device of the circuit in which it is used, therefore, any associated equipment used with the GSU must handle loadings at or above the normal levels of the GSU. There are no ratings above nameplate for these transformers. Therefore, the normal and emergency ratings are the same. 4.0 Capacitor Bank Rating Methodology JEA installs shunt capacitor banks into transmission-voltage substations in order to provide reactive power support to JEA’s generation and transmission system. These facilities are specified in size and location by JEA’s Electric System Planning Section. JEA installs the capacitors to deliver the reactive power specified when the substation bus work operates at 1.0 per unit voltage. There are no ratings above nameplate for these capacitor banks. Therefore, the normal and emergency ratings are the same. 5.0 Transmission & Substation Auxiliary Equipment and Components In addition to, and as part of the rating of major transmission facilities, JEA also coordinates ratings on miscellaneous equipment and components that may otherwise limit the capacity of (i.e. are series connected with) JEA’s bulk power transmission facilities. This section of this report describes how JEA determines the adequacy of these facilities. 5.1 Circuit Breakers Circuit breakers are coordinated with the maximum rated steady state and fault interrupting ampacity of the circuit (or bus) that they are intended to operate with. These required ampacities are supplied by JEA Electric System Planning Engineers and are realized by the JEA Project Design Section Engineers at the time of equipment selection. The actual circuit breaker design parameters are provided by the equipment manufacturer and listed on the circuit breaker nameplate. Summer and winter normal and emergency ratings were developed consistent with IEEE Standard C37.010-1999 IEEE Application Guide for AC High-Voltage Circuit Breakers Rated on a Symmetrical Current Basis. The ratings in excess of nameplate were developed and applied conservatively. Summer and winter normal ratings are based on nameplate adjusted for ambient design temperatures (90F/40F) consistent with the standard. Summer and winter emergency ratings are based on the breakers’ response to a step change in current over its assumed pre-load current (50% of normal rating) over a specified time period. Circuit breakers are often specified to provide special clearing times, synchronous closing poles or other specifics as sated in the scope document provided by JEA Electric System Planning. JEA Substation and Relay engineers work together to design and select equipment to achieve these requirements. 5.2 Circuit Switchers Circuit switchers are coordinated with the maximum capability of the circuit they are intended to operate with. These ratings are provided by the equipment manufacturer. The load capabilities of these devices are per industry breaker standards per IEEE Standard C37.010-1999 IEEE Application Guide for AC High-Voltage Circuit Breakers Rated on a Symmetrical Current Basis. The summer and winter normal and emergency ratings were developed consistent with these standards. 5.3 Instrument Transformers Instrument transformers are coordinated with the capability of the circuit or device they are intended to operate with. These ratings are provided by the equipment manufacturer and listed on the instrument transformer nameplate. It is assumed that the instrument transformers that are mounted in bushings have the same thermal heating characteristics as the circuit breaker or transformer. Every installation requires that the instrument transformers can tolerate the circuit conditions and in no instance will instrument transformers account for the limitation of the circuit. The normal and emergency ratings of instrument transformers are equal to the normal and emergency ratings of breakers or transformers they are mounted in or connected to. 5.4 Line Traps Line traps are coordinated with the maximum rated steady state ampacity/voltage of the circuit they are intended to operate with. These ratings are provided by the equipment manufacturer and listed on the line trap nameplate. There are no ratings above nameplate for these line traps. Therefore, the normal and emergency ratings are the same. 5.5 Switches Switches are coordinated with the maximum rated ampacity of the circuit they are intended to operate with. The actual switch design parameters are provided by the equipment manufacturer and listed on the nameplate. Summer and winter normal and emergency ratings were developed consistent with IEEE Standard C37.371996 IEEE Loading Guide for AC High-Voltage Air Switches. The ratings in excess of nameplate were developed and applied conservatively. Summer and winter normal ratings are based on nameplate adjusted for ambient design temperatures (90F/40F) consistent with the standard. 5.6 Protection, Control and SCADA Components JEA deploys a variety of protection and control schemes (also referred to as “relays” to assure safe and reliable operation of its bulk power transmission facilities. These components may have the ability to limit the ability of a major transmission facility to conduct its intended ampacity if, for instance, an overcurrent protection function were to operate a breaker at a current flow that is below the ampacity of the respective transmission facility. JEA assures this is not so by carefully coordinating all of its Protection, Control, and SCADA components to assure that this do not occur. Testing of these settings and designs is performed at the time the facilities are first placed into service. The normal and emergency ratings of protection, control and SCADA components are equal to the normal and emergency ratings to their connecting instrument transformers. 5.7 Miscellaneous Components JEA uses a wide variety of miscellaneous components in substations and on transmission lines to assure that maximum facility ratings can be available. Some examples of these miscellaneous facilities include, for transmission lines: • • • Connectors (dead-end compression, 4-hole pads, etc.) Supporting Devices (Armor Grip Suspension, etc.) Jumpers And for substation facilities: • • • Connectors (tube to flat, expansion, etc.) Bus work conductor (typically 4” tubing) Jumpers (often double-conductor to preserve ratings of the circuit breaker) In every case, these miscellaneous components are selected to assure that each such component will not have a limiting effect on the major transmission facilities which depend upon these components. The normal and emergency ratings of these miscellaneous components are equal to the normal and emergency ratings of the interconnecting breakers, switches or transformers. 6.0 Generation Rating Methodology JEA’s generation ratings methodology consists of unit generation real and reactive power capabilities on a gross and net basis. JEA considers the Emergency rating the same as the Normal rating. 6.1 Unit Generation Real Power Capabilities The real power capability is the maximum gross and net output of the generating unit determined based on design, test and actual operation. The ratings will be listed as a Summer and Winter Capability. 6.1.1 Capacity Rating System JEA documents its generator real power rating by name designation, net and gross winter capability, net and gross summer capability, net and gross spring/fall capability, minimum and maximum load for control purposes. The seasonal capability takes into account the effects of ambient conditions, such as ambient air temperature and circulating water temperature. The winter conditions are referenced at 24°F. The summer conditions are referenced at 98°F. JEA’s capability may be degraded due to operation deficiencies that effect actual capability or environmental heat input limitations. If the degradation is short term (less than one year); the rating will not be changed. If the degradation is long term (greater than one year); a new capability will be determined and the unit capability document will be updated. 6.1.2 Unit Design Capability Initially, the rated capability is based on the original design capability. This design capability may change due to repowering, performance upgrades, etc. The design capability will be based on the design heat balances, engineering studies, manufacturer design information or other material. 6.1.3 Real Power Unit Capability Testing The rated capability based on design is the best estimate of unit performance. This estimate is replaced with data generated from a capability test as soon as practical after initial construction, repowering or upgrade. 6.1.4 Real Power Construction, Repowering or Upgrade After initial construction, repowering or upgrade, the capability test will be done in accordance with the guarantee test procedure as agreed upon by the contractor and the JEA. If this testing does not determine the capability of the unit, additional testing will be performed to determine the new capability. 6.1.5 Real Power Capability Test Full load capability is often demonstrated to meet system demand. This data is collected and compared to the published capability. Any deficiencies will be noted and determined if they are short term or long test degradation. Long term degradations will change the capability rating in the unit capability document. If full load capability was not demonstrated in the previous twelve months, a capability test shall be performed to demonstrate capability. 6.2 Unit Generation Reactive Power Capabilities The reactive power capability is the maximum gross and net output of the generating unit determined based on design, test and actual operation based on leading and lagging power factor and maximum and minimum real power output. 6.2.1 Reactive Power Rating System JEA documents its generator reactive power rating by name designation, Maximum Lagging Reactive Power at Maximum Real Power, Maximum Leading Reactive Power at Maximum Real Power, Maximum Lagging Reactive Power at Minimum Real Power and Maximum Leading Reactive Power at Minimum Real Power. JEA rates the Summer and Winter reactive capability the same. JEA’s reactive capability may be degraded due to operation deficiencies that effect actual reactive capability. If the degradation is short term (less than one year); the rating will not be changed. If the degradation is long term (greater than one year); a new capability will be determined and the unit capability document will be updated. 6.2.2 Unit Reactive Power Design Capability Initially, the rated reactive capability is based on the original design capability consisting of generator capability curves at rated power factor. 6.2.3 Unit Reactive Testing The rated reactive power capability, based on JEA’s Bulk Power Operations Procedures, NERC Standards or FRCC Guidelines, may be tested to verify rated capability. Based on the test, the rated capability will be handled as follows: • • 7.0 If the transmission system cannot accept full reactive capability the ratings will not change If the transmission system can accept full reactive capability the ratings will be replaced with data generated from a test as soon as practical and the Plant Director will initiate a plan to bring the unit to full reactive capability Establishing and Communicating of Transmission and Generation Facility Ratings Based on the methodology contained in this document, transmission and generation facilities shall be updated and published based the addition of new facilities, existing facilities, modifications to existing facilities and re-ratings of existing facilities. JEA Bulk Power Operations shall forward a completed ratings report to Electric System Planning. JEA Bulk Power Operations shall incorporate the ratings into JEA’s operational models and communicate to FRCC as set forth by FRCC Data Sharing and Modeling, Coordination and Communication Requirements (ie, equipment status report) the changes to JEA’s ratings. This ensures all operating entities are aware of the changes. JEA Electric System Planning shall incorporate the ratings into JEA’s planning models and communicate to FRCC per the annual FRCC databank work the changes to JEA’s ratings. This ensures all planning entities are aware of the changes. SIGNED: GARRY BAKER EFFECTIVE DATE: Revision # 0 3 4 5 6 7 Date 5/6/2002 10/6/2005 10/10/2006 6/12/2007 3/1/2008 11/1/2009 8 6/1/2011 Description Creation Reviewed Reviewed Reviewed Reviewed Reviewed and Updated Added Winter Ratings and Updated Emergency Ratings 11/1/2009 Revised By LCR TDW TDW TDW WGB WGB Approval VAB VAB VAB VAB WGB WGB WGB WGB