Disclaimer • This training presentation is provided as a reference for preparing for the PJM Certification Exam. • Note that the following information may not reflect current PJM rules and operating procedures. • For current training material, please visit: http://pjm.com/training/training-material.aspx PJM©2014 Reserves Scheduling, Reporting and Loading RE Module Interconnection Training Program PJM State & Member Training Dept. PJM©2011 1 3/6/2014 Agenda • • • • • • PJM©2011 Basics Reserve Categories/Terminology IRC Reporting Loading of Reserves Shared Reserve Agreements Appendix 2 3/6/2014 Basics MW MW Operating Reserve Requirement Reserve Generation committed by PJM External Bilateral Sales Pool Scheduled and Committed Capacity Requirement Energy Requirement PJM OI Load Forecast Self-Scheduled External Bilateral Purchases Generation Supply Requirement PJM©2011 3 3/6/2014 Scheduling Reserves • On a daily basis, PJM must schedule enough capacity to cover the forecast load plus expected sales of energy off the system and operating reserves RFC Day-ahead Scheduling Reserve VACAR Day-ahead Scheduling Reserve PJM©2011 4 3/6/2014 Purpose of Reserve Generation • Reserve requirements are values of reserve which enable the system to operate reliably and economically while providing protection against load variations, forecast error and equipment failure. • Enables control area to restore tie lines to pre-contingency state within 10 minutes of a contingency that causes an imbalance between load and generation PJM©2011 5 3/6/2014 Agenda • • • • • • PJM©2011 Basics Reserve Categories/Terminology IRC Reporting Loading of Reserves Shared Reserve Agreements Appendix 6 3/6/2014 Reserve Terminology • Synchronous Reserve (a.k.a. Spinning Reserve) – Increase in output energy level of a synchronized generator which can be attained in 10 min. • Or decrease in a Load Response Resource – Max energy output achieved in 10 min by a unit operating as a synchronous condenser • Quick-start Reserve – Not synchronized to system – Includes maximum energy output level of a unit that can be attained in 10 min. from the PJM request – Generally run-of-river hydro, pumped hydro, combustion turbines, combined cycle and diesel type units PJM©2011 7 3/6/2014 Reserve Terminology • Contingency Reserve (a.k.a. Primary Reserve) – Synchronous Reserve - Spinning (Generation) - Customer Demand Response - Quick-Start Reserve – All MW available within 10 minutes PJM©2011 8 3/6/2014 Reserve Terminology • Supplemental Reserve (a.k.a. Secondary Reserve) – The reserve capability that can be fully converted into energy in >10 to 30 minute interval following a request by PJM – Equipment does not need to be synchronized to the system – Secondary reserve is tracked and reported in real-time for the entire PJM footprint via Instantaneous Reserve Checks, or IRC’s PJM©2011 9 3/6/2014 Reserve Terminology • Operating Reserve – Generation available from either offline or online units within 30 minutes – Scheduled to meet Operating Reserve requirements in DayAhead Market – Contingency Reserve + Supplemental Reserve – Calculated on an annual basis involving variables that adversely impact system reliability: - Load Forecast Error - Generator Forced Outage Rates Day Ahead Scheduling Reserves = Load Forecast Error + Generator Forced Outage Rates PJM©2011 10 3/6/2014 Reserve Terminology • Load Forecast Error: - Based on a 3-year average of underforecasted load forecast error - Underforecasted LFE can result in capacity deficiencies - Underforecasted LFE is based on the 80th percentile of the rolling 3-year average - Effective January 1, 2011, the LFE component of the DayAhead Scheduling Reserve will be 1.87% PJM©2011 11 3/6/2014 Reserve Terminology • Forced Outage Rate: - Based on a rolling 3-year average of forced outages that occur on the scheduling day (18:00) through the operating day (20:00) - PJM dispatch has the ability to schedule additional reserves during Hot and Cold Weather Alerts - Effective January 1, 2010, the Forced Outage Rate component for the Day-Ahead Scheduling Reserve is 5.23% PJM©2011 12 3/6/2014 Reserve Terminology • Day-Ahead Scheduling Reserve Requirement: PJM performs the calculations annually during November - Calculations cover a 3-year window from November 1 (year 3) through October 31 (current year) - Reserve calculations are implemented annually on January 1 - Effective January 1, 2011, the Day-Ahead Scheduling Reserve is 7.11% - PJM©2011 13 3/6/2014 Reserve Terminology Synchronized Reserves Contingency Reserve 0 to 10 Minutes Quick-Start Reserves Operating Reserves 10 to 30 Minutes PJM©2011 Supplemental Reserve 14 3/6/2014 Reserve Requirements RRO Control Zone Day-Ahead Schedule (Operating) Contingency (Primary) Synchronized Reserve Regulation Annual % 150% Largest Unit Largest Unit 1% Peak MidAtlantic Annual % 1700 MW Largest Unit 1% Peak Dominion VACAR ARS % VACAR ARS % VACAR ARS % 1% Peak RFC SERC PJM©2011 15 3/6/2014 Dominion Reserve Requirement VACAR Requirements VACAR Contingency Reserve (15 min) DVP Contingency Reserve (15 min) Largest Unit in VACAR VACAR Operating Reserve 1.5 Peak Load Share (VACAR) 422 MW for 2011 DVP Synchronized Reserve (10 Minute) PJM©2011 DVP Contingency Reserve (15 min) 16 DVP 15 minute Non-Synchronized Resources 3/6/2014 Agenda • • • • • • PJM©2011 Basics Reserve Categories/Terminology IRC Reporting Loading of Reserves Shared Reserve Agreements Appendix 17 3/6/2014 Instantaneous Reserve Check • Instantaneous Reserve Check (IRC) is used to verify reserve situation – ALL generators must report their reserve information to PJM when requested – Request for IRC data submittal given via PJM All-Call – Data submittal for IRC through eDART application – IRC results used to initiate some emergency procedures – IRCs performed at least 3 times per day PJM©2011 18 3/6/2014 Instantaneous Reserve Check • Instantaneous Reserve Check (IRC) reporting will be by PJM Region – MidAtlantic • Traditional PJM zones – Western Region • AP, AEP, DPL, ComEd, DLCO – Southern Region • DVP PJM©2011 19 3/6/2014 Instantaneous Reserve Check Data Entry Form • All regulating and non-regulating reserve values are replaced by the Synchronized Reserve Value • Synchronized Reserve is equal to the lesser of: (Synchronized Ramp Rate x 10) Or (Synchronized Maximum Limit – Current Output) • The “Reserve > 30” row will now be hidden • East Synchronous Reserve and Load values will not be displayed under Pool Totals • For Ancillary Service Markets with only one Control Zone, the Control Zone will be hidden PJM©2011 20 3/6/2014 Instantaneous Reserve Check Report PJM©2011 21 3/6/2014 eDATA Instantaneous Reserve Check Report PJM©2011 22 3/6/2014 Agenda • • • • • • PJM©2011 Basics Reserve Categories/Terminology IRC Reporting Loading of Reserves Shared Reserve Agreements Appendix 23 3/6/2014 100% Synchronized Reserve • Definition Implement 100% Synchronized Reserves and/or Contingency Reserves if the unit loss is equal to or greater than 80% of the largest unit contingency and there is insufficient regulation and economic generation to recover the Area Control Error within the Disturbance Control Standard of NERC PJM©2011 24 3/6/2014 100% Synchronized Reserve Purpose PJM orders to recover the ACE so that tie line schedules are maintained following disturbance conditions (i.e., loss of generation and/or steam lag) • NERC Standards: • Control Performance Standard 1 & BAAL • Disturbance Control Standard OR To return the reactive transfers or other thermal limitations to within the appropriate limits PJM©2011 25 3/6/2014 100% Synchronized Reserve • Implementation: Request made via the PJM ALL-CALL, • Procedures allow for calling of a percentage (25, 50, 75, 100%) of Synchronized Reserve • May limit loading of synchronous to certain geographic areas (Eastern PJM, spinning reserve zones) • If PJM©2011 quick start is required, will also direct its loading 26 3/6/2014 100% Synchronized Reserve • Member Actions: • Without regard to price and as quickly as possible, load the requested percentage of Synchronized Reserve (and Quick-Start if specifically requested). PJM Members continue to load generation until directed by the PJM OI dispatcher to discontinue. • If regulating units are increased above regulation bands, they MUST be returned to regulation when regulation signal starts to lower from “full raise” PJM©2011 27 3/6/2014 Agenda • • • • • • PJM©2011 Basics Reserve Categories/Terminology IRC Reporting Loading of Reserves Shared Reserve Agreements Appendix 28 3/6/2014 Shared Reserves • Purpose – To assist a neighboring system in recovering from a large sudden loss of generation or energy purchase. – To achieve recovery from such a loss faster than otherwise achieved, thereby improving the reliability of the interconnected system PJM©2011 29 3/6/2014 Shared Reserves – PJM Mid-Atlantic Region Manual Reference for Shared Reserve: M-12, Dispatching Operations Manual Section 4 MARITIMES IESO Participants • • • • PJM Mid-Atlantic Region NY-ISO ISO New England New York ISO Independent Electricity System Operator (IESO, formerly Ontario Hydro) • Maritimes PJM©2011 30 ISO-NE PJM-ISO 3/6/2014 Shared Reserves – PJM Mid-Atlantic Region • Highlights of the agreement • NYISO is plan coordinator • Shared reserves involves the use of unloaded on-line capacity (spinning reserves) • Can be requested when lost generation is equal to or greater than 500 MW in any amount up to 50% of the loss (300 MW for the Maritimes) • Is expected to be delivered within 10 minutes of request; termination is within 10 minutes but no longer than 30 minutes • Payback of reserve energy is currently not required PJM©2011 31 3/6/2014 Synchronized Reserve Markets • The current Synchronized Reserve Market has two Synchronized Reserve Zones and one sub-zone – RTO Synchronized Reserve Zone • Mid-Atlantic Sub-Zone – Southern Synchronized Reserve Zone (existing) • The limiting factor between the RTO market and Mid-Atlantic Sub-Zone is the AP-South Reactive Transfer Interface – This functions the same way the Eastern Sub-Zone did previously but includes the entire Mid-Atlantic region • The limits and flows on these will be summed to provide west-to-east transfer capability • No changes to the Regulation Market PJM©2011 32 3/6/2014 Synchronized Reserve Market Areas RTO Synchronized Reserve Zone DLCO Mid Atlantic Synchronized Reserve Sub-zone ComEd AP AEP DAY Control Zone Ancillary Service Region PJM©2011 DOM 33 Southern Synchronized Reserve Zone 3/6/2014 Synchronized Reserve Requirements • The RTO (except DOM) will have a single requirement – DVP will remain separate and will keep the same requirement as today • When AP-South transfers are near the limit: – Mid-Atlantic Sub-Zone will have a locational requirement – Will result in a higher clearing price in the Mid-Atlantic, similar to the old Eastern sub-zone PJM©2011 34 3/6/2014 Requirements • RTO Synchronized Reserve Zone (excluding Dominion) Requirement is the greater of: – Calculated RFC minimum requirement OR – Largest contingency in RTO Synchronized Reserve Zone • Expected to be about 1350 MW (RFC) • Mid-Atlantic sub-zone requirement is equal to: – Largest contingency in Mid-Atlantic region • Normally 1300 MW PJM©2011 35 3/6/2014 Shared Reserves – PJM Southern Region • VACAR Reserve Sharing – Dominion, Duke, South Carolina Electric and Gas, Progress – Carolinas, South Carolina Public Service Authority – Telephone request for reserve energy • Up to 12 hours – PJM schedules delivery between PJM and CPL • Dominion Virginia Power – Performs billing and provide compensation for energy deliveries PJM©2011 36 3/6/2014 Operational Considerations • Request for Synchronized Reserve in Eastern Reserve subzone is no longer an option – If limited on the AP-South Interface, call for Synchronized Reserve in Mid-Atlantic subzone only • Be aware of possible over-response as more units will be providing spinning reserve when the RTO Synchronized Reserve zone is called – PJM discussing with Operating Committee the use of less than 100% synchronized reserve if this continues to be an issue PJM©2011 37 3/6/2014 Operational Considerations • For loss of unit in Dominion, call for Synchronized Reserve in Southern Synchronized Reserve Zone only – If needed, request VACAR reserve sharing – Same as existing procedure • For loss of a unit in any area other than Dominion, call for Synchronized Reserve in RTO Synchronized Reserve Zone – Call only Mid-Atlantic sub-zone if limited on transfer interfaces – Initiate the NPCC reserve sharing, if needed • For low ACE, call for Synchronized Reserve in Spinning Reserve zone with largest negative ACE – Southern Synchronized Reserve Zone OR – RTO Synchronized Reserve Region – Entire RTO may be requested if needed PJM©2011 38 3/6/2014 Shared Reserves – Summary • RTO - Triggers Dominion, RFC, and Mid-Atlantic Sub-Zone • RFC - Triggers RFC and Mid-Atlantic Sub-Zone • PJM Mid-Atlantic Region – Reserve sharing with NYISO, NEISO, IMO, Maritimes • PJM Southern Region – Reserve sharing with other VACAR members PJM©2011 39 3/6/2014 Questions? PJM©2011 40 3/6/2014 Disclaimer: PJM has made all efforts possible to accurately document all information in this presentation. The information seen here does not supersede the PJM Operating Agreement or the PJM Tariff both of which can be found by accessing: http://www.pjm.com/documents/agreements/pjmagreements.aspx For additional detailed information on any of the topics discussed, please refer to the appropriate PJM manual which can be found by accessing: http://www.pjm.com/documents/manuals.aspx PJM©2011 41 3/6/2014