ENTERGY TRANSMISSION PLANNING GUIDELINES The purpose of this document is to outline and define the transmission planning guidelines that are used in planning the Entergy Transmission System. Page 1 of 18 TABLE OF CONTENTS 1. PURPOSE ............................................................................................................ 4 2. REFERENCES ...................................................................................................... 4 3. DOCUMENT REVIEW ............................................................................................. 4 4. DEFINITIONS ........................................................................................................ 4 5. RESPONSIBILITIES ............................................................................................... 5 6. INTRODUCTION .................................................................................................... 5 7. MODEL DEVELOPMENT ........................................................................................ 6 7.1 Load Flow Analysis Models............................................................................ 6 7.2 Stability Analysis Models ............................................................................... 6 7.3 Access to Models and Related Files.............................................................. 6 7.4 Local Area Model Adjustments ...................................................................... 6 A) Peak Load Conditions..................................................................................... 6 b) Low Hydro Generation Conditions ................................................................ 8 c) Standby Power Requirements........................................................................ 8 d) Depressed Load Power Factor....................................................................... 8 8. PERFORMING RELIABILITY ASSESSMENTS ............................................................. 9 8.1 Local Area Assessments................................................................................ 9 8.2 Entergy System-Wide Assessments ............................................................. 9 8.3 Regional Assessments ................................................................................... 9 9. ADDITIONAL TRANSMISSION PLANNING PRINCIPLES ............................................. 10 Page 2 of 18 9.1 Reactive Power Requirements ..................................................................... 10 9.2 Power Transfer Limits................................................................................... 10 9.3 Line Loadability Limits ................................................................................. 11 10. TRANSMISSION SYSTEM ADDITIONS AND RELIABILITY IMPROVEMENTS ................... 13 10.1 Transmission System Additions – Minimum Requirements ..................... 13 10.2 Reliability Improvements.............................................................................. 14 a) Autotransformers .......................................................................................... 14 b) Transmission Lines....................................................................................... 15 c) Voltage Control and Reactive Power Requirements .................................. 16 d) Automatic Load Shedding ............................................................................ 18 Page 3 of 18 1. PURPOSE The purpose of this document is to outline and define the transmission planning guidelines that are used in planning the Entergy Transmission System. 2. REFERENCES • NERC Reliability Standards (http://www.nerc.com/~filez/standards/Reliability_Standards.html) • SERC Supplements (http://www.serc1.org/Pages/ComplianceContentPage.aspx?ID=6 ) • Entergy Transmission Local Planning Criteria • Entergy’s Facility Connection Requirements (http://www.entergy.com/transmission/facility_requirements_2004.aspx) • Voltage Schedules for Generating Facilities Interconnecting to the Entergy Transmission System (http://oasis.e-terrasolutions.com/documents/EES/Voltage_sched-04-0725.pdf) • 3. System Impact Study and Facilities Study Process Manual DOCUMENT REVIEW This document will be reviewed annually or as appropriate by the Entergy Transmission Technical System Planning (TSP or Transmission Planning) group for possible revision. To the extent any modifications are determined appropriate, such modifications will be supplied to the ICT and be subject to the provisions of the applicable ICT protocols. 4. DEFINITIONS Local Planning Criteria shall mean the transmission local planning criteria described in this document and referred to as “local reliability criteria” in the ICT Transmission Planning Protocol. Page 4 of 18 Planning Guidelines shall mean the modeling and business practices described in this document and referred to in Section 2.4(iii) of the ICT Transmission Planning Protocol. Subsystem shall mean the various subsystems within the Entergy Transmission System having natural electrical boundaries. Each subsystem consists of a network of transmission and sub-transmission elements that are interconnected with and comprise a part of Entergy's transmission system. Generally, a subsystem will include a combination of residential, commercial, and industrial loads along with multiple generation sources. Each subsystem will usually include one or more load centers whose load is served from several common sources. A load center is an area of dense load that can include large cities and/or significant industrial load. Identified subsystems within the Entergy System include but are not limited to the transmission system West of the Atchafalaya Basin (WOTAB), the Western Region (Texas), Lake Charles, Baton Rouge, Amite South, Downstream of Gypsy (DSG), North LA, Jackson, North MS, South MS, Little Rock, South AR and North AR. 5. RESPONSIBILITIES The development of the Planning Guidelines is the responsibility of the TSP group. Changes to these criteria shall be governed by the procedures outlined in the protocols of the ICT Proposal filed in FERC Docket No. ER05-10-65. 6. INTRODUCTION Long-term area planning studies will be performed to evaluate the present and future performance of the Entergy transmission system in accordance with NERC Reliability Standards. These studies include individual studies (load flow, short circuit, stability, transient analysis, and transfer capability studies) of subsystems throughout the Entergy transmission system. The purpose of these studies is to identify system constraints and/or reliability issues and to determine the most cost-effective solutions. The scope of these studies includes an evaluation of the subsystems for both the nearterm (years 1 through 5) and longer-term (years 6 through 10) planning horizons. These studies become the basis for Entergy’s five and ten year transmission system assessment, as well as for the Entergy Construction Plan to be presented at the annual Transmission Planning Summit. The ICT will assess Entergy’s Construction Plan and lead the Transmission Planning Summit as defined in the ICT Transmission Planning Protocol. Page 5 of 18 In conjunction with the Local Planning Criteria and the NERC Reliability Standards and the SERC Supplements to those standards, the Planning Guidelines are used in performing these planning studies for the Entergy Transmission System. The Planning Guidelines set forth the modeling and business practices used to ensure compliance with the Local Planning Criteria, NERC Reliability Standards and SERC Supplements in a manner that also reflects the specific characteristics of the Entergy transmission system. 7. MODEL DEVELOPMENT 7.1 Load Flow Analysis Models Load flow models will be developed in accordance with the “Base Case Model Development” section of the System Impact Study and Facilities Study Process Manual and the model adjustments described in these Guidelines. 7.2 Stability Analysis Models The models for dynamic and transient stability analysis are needbased and are developed depending on the type of study to be performed. Entergy participates in the SERC EC Intra-Regional Dynamics Study Group, which develops Regional models for inclusion in the NERC MMWG dynamics models. 7.3 Access to Models and Related Files Load flow and short circuit models are available on the Entergy OASIS web site, and may be downloaded for use by stakeholders. MMWG Dynamics cases are available through the SERC portal (www.serc1.org) for a nominal fee. Models relating to specific studies may also be requested by stakeholders and these models shall be posted on the Entergy OASIS web site. 7.4 Local Area Model Adjustments In order to anticipate potential system constraints, long-term area planning studies should also evaluate each Local Area under various system conditions including, but not limited to, those listed below. Additional evaluations under other system conditions may be necessary. a) Peak Load Conditions Because of the large geographic footprint of the Entergy System, it is recognized that certain local areas or subsystems will at times reach Page 6 of 18 its peak load level non-coincidentally with the System or with other areas of the System. For this reason and in order to properly plan for the security and adequacy of these subsystems, Entergy’s Transmission Planning group will accordingly adjust the peak load forecasts for these areas that may be non-incident with System. These areas include EAI, EMI, EGSI-LA, EGSI-TX, ELI-North, ELISouth, and ENOI. The area planners may also consider developing models for electrical zones, which can cross Entergy Operating Company boundaries. These zones include but are not limited to Amite South, Downstream of Gypsy, West of the Atchafalaya Basin (WOTAB), and Western Region. Each area planner should coordinate with the planners of the adjacent areas, including those of other nearby transmission providers, in developing the models. For each of these local areas, the recorded peak demand should be normalized to 100 ºF. Entergy deems 100 ºF to be a reasonable temperature for study purposes on a local area basis because various regions of the System peak non-coincidentally and historically have reached extreme temperatures near or above 100 ºF. The procedure by which the local area peak is normalized to 100 ºF is as follows: • Determine when the local area or subsystem peaked for the previous summer season. • Determine the average ambient (dry-bulb) temperature for various weather stations sites within that area for that area’s peak load day. For example, the recorded temperature at the Houston airport (IAH) weather station can be used as a proxy for the average temperature for the Western Region. For areas with a larger footprint such as WOTAB, it would be prudent and reasonable to average the daily peak temperatures for various weather stations including Houston IAH, Beaumont/Port Arthur, Lake Charles, and Lafayette. The daily peak temperature can be used, rather than the temperature corresponding to the peak load hour, since historical data have shown that the daily high temperatures do not coincide with daily peak loads. • The weather normalization factors can be reasonably derived from values in the following table, which is based on a typical 10,000 MW system. For example, if a local area has a peak load of 1,000 MW, then the weather normalization factors for this local area would be approximately 10% of the typical values cited. See the example below. Ambient Temperature Increase in Demand per 1 ºF Increment Page 7 of 18 Increase in Demand per 1 ºF Increment for Range 85 ºF to 90 ºF 90 ºF to 95 ºF 95 ºF to 100 ºF for 10,000 MW System 170 160 65 1,000 MW Local Area 25% * 170 = 17 25% * 160 = 16 25% * 65 = 6.5 The model development procedure and process for the System models is more fully described in the Entergy Procedure for Data Reporting and System Model Development. b) Low Hydro Generation Conditions Hydro generation is generally plentiful in spring. However, as rainfall diminishes, hydro generation could be limited during the summer and fall seasons when load peaks and generation could be limited. The following considerations should be used when modeling the low hydro generation scenario: (a) historical operating conditions, (b) hydro units’ ability to operate as a synchronous condenser, and (c) hydro units’ availability. c) Standby Power Requirements The Entergy system, especially along the Gulf Coast, contains numerous co-generating facilities. Such facilities may contract with Entergy to provide their facilities with standby power. Depending on the type of contractual agreements, the standby power could be considered firm. Therefore, the area planners would also have to evaluate these conditions. Within areas that have multiple standby power contracts, the area planner should evaluate the system considering the most limiting single standby power arrangement, which is based on Entergy’s obligation to meet retail contractual requirements in the study area as defined in each retail contract. d) Depressed Load Power Factor The System’s reactive power requirements are driven by the load power factors represented in the models. For the most part, power factor adjustments and corrections on the distribution system are addressed by manually-switched capacitor banks. Such banks may not be operated optimally to meet the summer demands and are subject to tripping offline line during the occasional summer thunderstorm. This condition could lead to less than optimal power factors in certain areas. Thus, it is important for the area planners to use historical EMS data to validate the true load power factor of certain areas, especially load pockets. In addition, areas that employ Page 8 of 18 extensive underground distribution networks tend to have poorer power factors than their overhead distribution counterparts. 8. PERFORMING RELIABILITY ASSESSMENTS Entergy gauges the adequacy 1 of its transmission system through reliability assessments. These assessments are conducted using various load flow models and must satisfy the requirements of the Transmission Local Planning Criteria, NERC Reliability Standards and SERC Supplements. There are three types of reliability assessments: 8.1 Local Area Assessments In order to ensure an appropriate level of reliability for the local areas, local area assessments are performed using local area models developed in accordance with Section 7 herein. Local Area assessments will evaluate compliance with NERC Reliability Standard TPL-002, the SERC Supplements thereto, and the Load Pocket Criteria identified in the Local Planning Criteria. 8.2 Entergy System-Wide Assessments In order to ensure an appropriate level of reliability for the overall Entergy Transmission System, system-wide assessments are performed using system models developed in accordance with Sections 7.1-7.3 herein. The system models do not contain the adjustments in Section 7.4 and are based on 96 ºF weather normalization. System-wide assessments will evaluate compliance with NERC Reliability Standards TPL-001, TPL-003, and TPL-004, the SERC Supplements thereto, and the Short-Circuit, Stability and Power Transfer Limits Criteria identified in the Local Planning Criteria. 8.3 Regional Assessments In addition to the Local Area and system-wide assessments, Entergy and the ICT will also participate in coordinated regional planning studies as prescribed in the ICT Transmission Planning Protocol. 1 NERC defines adequacy as “The ability of the electric system to supply the aggregate electrical demand and energy requirements of the end-use customers at all times, taking into account scheduled and reasonably expected unscheduled outages of system elements.” Page 9 of 18 9. ADDITIONAL TRANSMISSION PLANNING PRINCIPLES When applying the Local Planning Criteria, NERC Reliability Standards and SERC Supplements to the reliability assessments described in Section 8 above and the mitigation plans described in Section 10 below, the following principles should be considered. 9.1 Reactive Power Requirements The most cost-effective solution will be used to solve voltage or reactive power problems on the transmission system. Generally, distribution or transmission capacitor banks are most effective in reducing transmission reactive power (VAR) requirements, line losses, and low voltages. Inductive reactors may be needed in cases of high voltage. Significant VAR production by generators should be avoided under normal operation except for use under extreme conditions.. A voltage stability analysis will be used to determine the overall reactive power requirements for each subsystem and required margin of dynamic and static reactive power. Area voltage problems are an indicator of a reactive power deficiency. 9.2 Power Transfer Limits Transfer capability is the measure of the ability of interconnected electric systems to reliably move or transfer power from one area to another over all transmission circuits (or paths) between those areas under specified system conditions. The units of transfer capability are in terms of electric power, generally expressed in megawatts (MW). Transfer capability is also directional in nature. That is, the transfer capability from area A to area B is not generally equal to the transfer capability from area B to area A. The electrical ability of the interconnected transmission networks to reliably transfer electric power may be limited by thermal, voltage, or stability limits. a. Thermal Limits – These limits establish the maximum amount of electrical current that a transmission circuit or electrical facility can conduct over a specified time period before it sustains permanent damage by overheating or before it violates public safety requirements due to thermal expansion. Normal and emergency transmission circuit ratings are defined in the Entergy design standards. b. Voltage Limits - System voltages must be maintained within the of range acceptable minimum and maximum voltage limits. For example, minimum voltage limits can Page 10 of 18 establish the maximum amount of electric power that can be transferred without causing damage to the electric system or customer facilities. A widespread collapse of system voltage can result in a blackout of portions or the entire interconnected network. Acceptable minimum and maximum voltages are network and system dependent. c. Stability Limits - The transmission network must be capable of surviving disturbances through the transient and dynamic time periods (for several seconds) following a disturbance. References to stability are included in the NERC Reliability Standards. d. Contractual Requirements - Some Transmission Providers have contractual agreements regarding the power transfer available between them. These agreements have been approved by the private regulatory agencies. e. Long-Term Firm Point-to-Point (PTP) and Long-Term Network Resources – Firm power transfers approved through appropriate measures by Entergy’s Transmission Planning department or its successor such as the ICT shall be guaranteed and maintained per the terms and conditions of the respective transmission service agreement. 9.3 Line Loadability Limits In order to assess the power carrying capability of the transmission system, it is necessary to know the capabilities of specific transmission lines. Generally, the capability of a transmission line is limited by the thermal rating of the conductor or associated terminal equipment. In some cases, operating criteria such as voltage limits and stability limits constrain the line loading to level below the thermal rating. The loading level at which the thermal rating of a line or an operating criterion -- whichever is more constraining -- limits the load carrying ability of the line is known as the line loadability. Transmission line loadability has been a useful concept for the planning engineer in assessing the loadability limits expressed in terms of surge impedance loading for transmission lines of various lengths and voltage classes. The concept of surge impedance loading (SIL) and the surge impedance (SI) from which it is derived are very useful quantities in the line loadability analysis. SI is defined as the characteristic impedance for the special case of an assumed lossless line. If a line Page 11 of 18 is terminated with a load whose Ohmic value is equal to the SI value, then at exactly at nominal voltage, the line is said to be loaded to 1.0 SIL. At 1.0 SIL loading, the line will neither consume reactive power from the system nor supply reactive power to the system. Based on practical considerations and experience, generalized curves of load carrying capability versus line length are shown in the figure below. These curves show the loadability of transmission lines in terms of their surge impedance loading and are widely used in the industry as a guide for loading the transmission lines. Based on this curve, a 300 mile long line, irrespective of the voltage class can be loaded to one SIL and a 50 mile line can be loaded to a maximum of 3 times the SIL value. The three major limiting factors that set a ceiling on how much power can be carried by a particular transmission line are: 1. thermal limitations 2. line voltage drop compensation 3. steady state stability limitation Page 12 of 18 The thermal limitation is critical primarily in case of low voltage lines. For EHV lines the practical limitations to line loadability are provided by line voltage drop and by steady state stability considerations. The voltage drop limitation across a line is normally set at 5% maximum, and steady state stability margin of 30-35% is a reasonable level. It is critical for the transmission planner to take these factors into consideration when upgrading an existing transmission line or proposing a new transmission line. 10. TRANSMISSION SYSTEM ADDITIONS AND RELIABILITY IMPROVEMENTS Actions to be taken to address reliability issues identified through the contingency testing and reliability assessments may include (but are not limited) to transmission system additions and reliability improvements. Other mitigation plan alternatives are discussed in Section 7.7 of the Local Planning Criteria. When evaluating the scope of transmission system additions and reliability improvements required to address a particular reliability issue, the following principles will apply. 10.1 Transmission System Additions – Minimum Requirements The operation and planning of the transmission system shall be conducted so as to preclude uncontrolled break-up and collapse of the interconnected electric system due to more probable contingencies. The guidelines described below are intended to ensure that additions to the transmission system enhance system security. It is impossible to anticipate and test for all combinations of contingencies. However, application of these Transmission Planning Guidelines and the Transmission Local Planning Criteria ensures that the most probable and consequential contingencies are addressed. Severe disturbances involving multiple contingencies may cause a subsystem to become isolated from Entergy's transmission system. Isolation due to transmission limitations may cause voltage deficiencies within the subsystem. Therefore, it is desirable to maintain a transmission system that is not readily susceptible to isolation. In addition, adequate power transfer capability between adjacent subsystems should be maintained to assure reliable, costeffective operation of the generation and transmission system. Additions to the transmission system should be planned according to the following: a. Excessive concentration of power being carried on any single transmission circuit, multi-circuit transmission line, or right-ofway, as through any one-transmission line station shall be avoided. Page 13 of 18 b. Adequate transmission capability shall be maintained to provide for intraregional, interregional and transregional power flows under normal and more probable contingency conditions. c. Switching arrangements shall be utilized that permit effective maintenance of equipment without excessive risk to the electric system. d. Switching arrangements and associated protective relay systems shall be utilized that do not limit the capability of a transmission path to the extent of causing excessive risk to the electric system. e. Each subsystem shall maintain service continuity after the loss of the most important electric network component (either transmission or generation). f. Sufficient reactive capacity shall be provided within the Entergy electric system at appropriate locations to maintain transmission system voltages within plus 5% or minus 8% of nominal when more probable contingencies occur. g. Stability shall be maintained between the subsystem and neighboring utilities during more probable contingencies caused by a three-phase fault and single phase fault at the worst location cleared in normal clearing time according to Entergy’s protective system design criteria. h. A subsystem may suffer interruption of load as a result of less probable contingencies; however, such contingencies shall not result in widespread disturbances or collapse of the Entergy electric system. 10.2 Reliability Improvements a) Autotransformers Autotransformer loadings shall be allowed to exceed nameplate ratings on a case-by-case basis when analyses have shown that adequate variation exists in the equipment's duty cycle. An autotransformer’s gas analysis history may be reviewed if its capability is questionable. Daily peak loadings of up to 100% of nameplate rating may be allowed as normal and considered non-harmful to equipment after being confirmed by analysis of duty cycle. Brief loadings of up to Page 14 of 18 130% may be allowed under emergency conditions if equipment evaluation indicates that such action is acceptable. Thermal dynamics, gas analysis, and duty cycles of equipment may be used as appropriate, in lieu of more costly autotransformer upgrades. Autotransformers shall normally be sized to provide sufficient capacity to satisfy expected load requirements over time, consistent with the economies of equipment relocation and replacement. Equipment mobility and site access must be considered in the installation of new facilities and upgrades. Projects that include autotransformer additions should be evaluated to assess (a) the advantages of single-phase versus three-phase units, (b) the need for tertiary windings, no load taps, load tap changers (LTCs), (c) impedance requirements, (d) losses, and (e) voltage coordination. b) Transmission Lines Transmission line projects shall be planned so as to maximize transmission system utilization. Transmission additions and modifications that result in the under-utilization of portions of the existing transmission system should be avoided. The overall efficiency of the transmission system is indicated by the ability to load all transmission lines without overloading the most limiting elements. Sufficient flexibility and reliability must exist in the transmission network to maintain an acceptable level of customer service. Transmission line loading under contingency conditions are acceptable up to 100% of normal line rating. In areas known to have employed non-conservative construction techniques resulting in normal line ratings that are marginal at best, line loadings shall be maintained at or below 100% of the normal line rating. As mentioned previously, an evaluation can redefine a line’s critical loading level. Transmission line additions and upgrades shall be designed so as to provide sufficient capacity to satisfy projected transmission growth, consistent with the economic analysis associated with alternative line additions and upgrades. Transmission lines may be upgraded to a higher voltage level to solve voltage or overload problems when economically feasible and consistent with long range transmission system plans. To ensure optimal utilization of existing transmission facilities and prudent application of resources, new Page 15 of 18 technologies shall be evaluated as alternatives to traditional system additions and upgrades. Operational solutions to adverse transmission system conditions, such as opening overloaded transmission lines should be considered in lieu of line additions and upgrades. Where adverse transmission system conditions can be attributed to a particular network resource dispatch, a redispatch of the resources should be considered as an alternative to constructing transmission facilities. These and all operating guides must not compromise the reliability of the transmission system, nor violate Entergy Transmission Local Planning Criteria or operational procedures. c) Voltage Control and Reactive Power Requirements The most cost-effective solution will be used to solve voltage or reactive power problems on the transmission system. Capacitor banks are the most effective means of mitigating transmission VAR requirements, line losses, and voltage problems. Inductive reactors may be needed in cases of high voltage problems. Significant VAR production by generators should be avoided under normal operation except for use under extreme conditions. The roles of the various devices in reactive power planning are further defined below. 1. Transmission customers shall maintain a power factor of 98% at the transmission delivery point or as required by the service contracts. 2. When it has been determined that transmission customers are not adhering to the power factor requirements, Entergy’s Transmission Planning department shall work with the customer to ensure that power factor corrections are first addressed on the customer end, and in most of these cases, power factor corrections are normally made on the distribution voltage system. Once these corrections have been made and if transmission voltages are still not within the acceptable bounds, a transmission solution should be considered. 3. Transmission capacitor banks shall be utilized to reduce transmission reactive power flows by compensating for transmission line reactive power losses. A transmission capacitor bank may be utilized to alleviate distribution voltage problems or to meet distribution VAR requirements only in a situation where a distribution capacitor bank is not a viable option. Page 16 of 18 4. Transmission shunt inductive reactors shall be utilized when applicable to alleviate high voltage problems on the transmission system either during switching or steady state conditions. 5. A static VAR system may be utilized when appropriate and cost effective to compensate for abrupt variations in VAR requirements due to changing customer loads or other transient conditions. 6. Transmission line additions, conversion to a higher voltage, and upgrades are normally utilized to address power flow problems rather than to alleviate voltage or reactive power flow problems. Transmission line additions and modifications, such as conversion to a higher voltage, may be appropriate where the addition of either distribution or transmission capacitor banks is not an option or when capacitor banks do not significantly increase voltage support. 7. The opening of transmission lines that support the bulk power system is not the preferred method of controlling system voltages, but may be utilized when other voltage control measures are unavailable. 8. Alternative sources of reactive power, such as those described above, shall be installed to minimize system reliance on generators for reactive power production. This practice allows the generators to operate near unity power factor, minimizing the impact of a forced generator outage on the transmission system. 9. Generator voltage set points will be calculated for both seasonal and hourly variations of system load to provide a system voltage profile that remains within the operating guidelines as set forth in this document, under normal and emergency conditions. See also Entergy’s “Voltage Schedules for Generating Facilities Interconnecting to the Entergy Transmission System” posted on OASIS:http://oasis.eterrasolutions.com/documents/EES/Voltage_sched-04-0725.pdf. 10. Interconnected utilities, including other investor owned utilities, regional electrical cooperatives and municipalities, are expected to supply 100% of their reactive power Page 17 of 18 requirements and maintain voltage control in accordance with Entergy's Transmission Planning Guidelines. d) Automatic Load Shedding A major disturbance on the interconnected bulk electric system may result in certain areas becoming isolated and experiencing frequency and/or voltage excursions. To minimize the probability of network collapse, the transmission system shall be planned for and operated in accordance with the requirements specified in these guidelines. Analyses of such events could lead to the implementation of or enhancements to the underfrequency load shedding (UFLS) and undervoltage load shedding (UVLS) programs currently employed on the Entergy system. Page 18 of 18