Sample EPRI Technical Report

NERC & EPRI Confidential

Use Cases

Demand Response Data Collection

[Product ID #]

Draft Report, June 2008

EPRI Project Manager

R. Entriken

ELECTRIC POWER RESEARCH INSTITUTE

3420 Hillview Avenue, Palo Alto, California 94304-1338 ▪ PO Box 10412, Palo Alto, California 94303-0813 ▪ USA

800.313.3774 ▪ 650.855.2121 ▪ askepri@epri.com ▪ www.epri.com


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CITATIONS

This report was prepared by

EPRI

3420 Hillview Avenue

Palo Alto, CA, 94304

Principal Investigator

R. Entriken

IESO Ontario

Independent Electricity System Operator

Station A, Box 4474

Toronto, ON

Canada

Principal Investigator

M. Tobala

This report describes research sponsored by the Electric Power Research Institute (EPRI).<and list name(s) of other organization(s) as appropriate>.

This publication is a corporate document that should be cited in the literature in the following manner:

Use Cases: Demand Response Data Collection. EPRI, Palo Alto, CA : 2008 <Product ID

Number>. iii


PRODUCT DESCRIPTION

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Results and Findings

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ABSTRACT

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CONTENTS

1 INTRODUCTION ..................................................................................................................1-1

Key Measurements .............................................................................................................1-1

Adequacy........................................................................................................................1-1

Security ..........................................................................................................................1-1

Acceptable Level of Reliability ........................................................................................1-2

Reporting .............................................................................................................................1-2

LTRA ..............................................................................................................................1-2

Summer Assessment ......................................................................................................1-2

Ad Hoc ............................................................................................................................1-3

Data Collection ....................................................................................................................1-3

GADS .............................................................................................................................1-3

TADS ..............................................................................................................................1-3

DRDTF Efforts ................................................................................................................1-3

Issues ..................................................................................................................................1-3

Demand Response Performance ....................................................................................1-3

Consistency Across Regions ..........................................................................................1-3

2 USE CASE: LONG-TERM RESOURCE ADEQUACY ..........................................................2-1

Reporting .............................................................................................................................2-1

Schedule.........................................................................................................................2-1

Key Measurements .........................................................................................................2-1

Capacity Margin .........................................................................................................2-1

Available Capacity Margin ..........................................................................................2-2

Potential Capacity Margin ..........................................................................................2-2

Committed Capacity Margin .......................................................................................2-2

Uncommitted Capacity Margin ...................................................................................2-2

Net Internal Demand ..................................................................................................2-3

Net Capacity Resources .............................................................................................2-3 xi

NERC & EPRI Confidential e

Data Collection ....................................................................................................................2-3

Demand Response Data .................................................................................................2-3

Generation Data .............................................................................................................2-4

Margin Data ....................................................................................................................2-5

Data Processing ..................................................................................................................2-5

Margin Calculations ........................................................................................................2-5

Issues ..................................................................................................................................2-5

Data Requirements .............................................................................................................2-6

3 USE CASE: SUMMER ASSESSMENT ................................................................................3-1


Data Processing ..................................................................................................................3-1

Reporting .............................................................................................................................3-1

Issues ..................................................................................................................................3-1


4 USE CASE: CONDITIONAL PERFORMANCE ....................................................................4-1


Data Processing ..................................................................................................................4-1

Reporting .............................................................................................................................4-1

Issues ..................................................................................................................................4-1


Creating Additional Chapters ...............................................................................................4-2

A APPENDIX .......................................................................................................................... A-1 xii


LIST OF FIGURES

Figure 1-1 First Figure Caption ................................................................................................4-2

Figure A-1 First Appendix Figure Caption .............................................................................. A-1 xiii


LIST OF TABLES

Table 1-1 First Table Caption ..................................................................................................4-2

Table A-1 First Appendix Table Caption .................................................................................. A-1 xv


1-1


1

INTRODUCTION

Given the current growth of demand response as a resource in support of system reliability and the continued expectation of DR becoming even larger and more prevalent, NERC has concluded that it is imperative to gain greater insight on this phenomenon through further investigation.

With regional quantities approaching gigawatts, DR is of a size where its dependability and scheduling make a significant difference in planning and operations.

Key question is how does DR perform under different conditions.

Worked on performance measures with Bernie. Additional data is needed to answer questions about performance under different conditions.

Conditions are weather, frequency, duration, time of day, day of week, season

Need to know data requirements for each use case. Having this we can balance the cost of data collection with the value of the reporting.

Key Measurements

This section sets the context for the DRDTF Use Cases, by identifying key concepts at NERC for what constitutes Reliability and an Acceptable Level of Reliability (ALR). NERC has two key measurements for assessing system reliability: Adequacy and Security. These measures are described in more detail in the following subsections. A third subsection describes ALR.

Adequacy

Adequacy — The ability of the bulk power system to supply the aggregate electrical demand and energy requirements of the customers at all times, taking into account scheduled and reasonably expected unscheduled outages of system elements.

Source: NERC 2007 Long-Term Resource Adequacy Assessment

Security

1-1


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Security — The ability of the bulk power system to withstand sudden disturbances such as electric short circuits or unanticipated loss of system elements from creditable contingencies.


Acceptable Level of Reliability

The Characteristics of a System with an Acceptable Level Reliability

1.

The System is controlled to stay within acceptable limits during normal conditions.

2.

The System performs acceptably after credible Contingencies.

3.

The System limits the impact and scope of instability and cascading outages when they occur.

4.

The System’s Facilities are protected from unacceptable damage by operating them within Facility Ratings.

5.

The System’s integrity can be restored promptly if it is lost.

6.

The System has the ability to supply the aggregate electric power and energy requirements of the electricity consumers at all times, taking into account scheduled and reasonably expected unscheduled outages of system components.

Source: Definition of “Adequate Level of Reliability,” Western Interconnection Reliability Advisory

Board, March 3, 2008. http://www.westgov.org/wirab/ALRpresent.ppt

Reporting

This section describes the major reporting functions of NERC in order to define the end use of demand response data. There are three major reliability reports: the Long-Term Reliability

Assessment Report (LTRA), the Summer Assessment Report, and the Winter Assessment

Report. We describe in more detail the LTRA and the Summer Assessment, since the Winter

Assessment is in its definition and creation very similar to the Summer Assessment. We also describe Ad Hoc reporting, which can be useful both regionally and system-wide.

LTRA

Summer Assessment

1-2



Ad Hoc

Data Collection

This section describes the existing NERC data collection activities in support of the major reports. NERC collects data from industry regarding equipment availability. Two reporting functions are now established, one for generation and one for transmission. The DRDTF is working on the definition of a third reporting function for Demand Response.

GADS

TADS

DRDTF Efforts

Issues

This section describes important issues raised in recent NERC reports. The reason for recognizing these issues in the context of Use Cases is to understand what could be future needs.

The formation of the DRDTF is, as an example, a response to a perceived long-term need to better characterize and reveal the capabilities of demand response acting in support of system reliability.

Demand Response Performance

Consistency Across Regions

1-3


2

USE CASE: LONG-TERM RESOURCE ADEQUACY

NERC publishes each year a report on Long-Term Resource Adequacy (LTRA). It utilizes forecasts of supply and demand, looking forward over a decade, to forecast future system reliability and to raise issues regarding a continued business-as-usual strategy. Important longterm issues can lead to the way that NERC assesses reliability.

Demand response (DR) is expected to grow as a resource in support of reliability, and this Use

Case documents the kind of data collected presently for generation resources and describes how demand response is the same and how it is different from generation. By this means, demand response data analogous to that collected for generation can contribute to improved LTRA reporting.

Reporting

This section describes the LTRA report, how it is created, and how its content contributes to reliability assessment.

Schedule

The LTRA reporting cycle begins in March when each of the each of the eight regional entities submits information. A peer review process is used to validate each regional report, along with a line of approvals through NERC committees leading to the Board of Trustees. The final version of the report, published in October, also includes issues raised during a public workshop, which provides further review.

The main

Key Measurements

Capacity Margin

Capacity Margin — Capacity that could be available to cover random factors such as forced outages of generating equipment, demand forecast errors, weather extremes, and capacity service schedule slippage.

2-1




Available Capacity Margin

Available Capacity Margin — The difference between committed capacity resources and peak demand, expressed as a percentage of capacity resources.


Potential Capacity Margin

Potential Capacity Margin — The difference between committed plus uncommitted capacity resources and peak demand, expressed as a percentage of capacity resources.

This is the capacity that could be available to cover random factors such as forced outages of generating equipment, demand forecast errors, weather extremes, and capacity service schedule slippage.


Committed Capacity Margin

Committed Capacity Resources — Generating capacity resources that exist, under construction, or planned that are considered available, deliverable, and committed to serve demand, plus the net of capacity purchases and sales.


Uncommitted Capacity Margin

Uncommitted Capacity Resources — Capacity resources that include one or more of the following:

 Generating resources that have not been contracted nor have legal or regulatory obligation to deliver at time of peak.

 Generating resources that do not have or do not plan to have firm transmission service reserved (or its equivalent) or capacity injection rights to deliver the expected output to load within the region.

2-2



 Generating resources that have not had a transmission study conducted to determine the level of deliverability.

 Generating resources that are designated as energy-only resources or have elected to be classified as energy-only resources.

 Transmission-constrained generating resources that have known physical deliverability limitations to load within the region.


Net Internal Demand

Net Internal Demand — Projected total internal demand less interruptible demand and direct control demand-side management. The regions are not expected to reach their peak demand simultaneously. Demand served under liquidated damages contracts is included.


Net Capacity Resources

Net Capacity Resources — Net generating capacity resources (existing, under construction, or planned) considered available (net operable), deliverable, and committed to serve demand, plus the net of capacity purchases and sales.


Data Collection

[X] NERC (2008). Instructions for NERC Long-Term Assessment Data Reporting Form ERO-

2008LTRA

Demand Response Data

Line 2 – Total Internal Demand

Divided into traditional categories of DR capabilities: Direct Control Load Management,

Contractually Interruptible (Curtailable), Critical Peak-Pricing (CPP) with Control, Load as a

Capacity Resource.

2-3



Line 3 – Net Internal Demand 2-2a-2b-2c-2d

Line 4 – Demand Response Used for Ancillary Services

Divided into categories of reserve capabilities: Spinning Reserves, Non-Spinning Reserves,

Regulation, and Emergency.

Generation Data

Line 5 – Total Internal Capacity = 6+7

Line 6 – Existing Capacity/Existing Capacity Adjusted for Net of All Re-ratings, Retirements and Adjustments

(“iron in the ground”)

Line 6a – Certain Adjusted for Net of All Re-ratings, Retirements and Adjustments (“iron in the ground”)

Divided up by technology and energy available on-peak. Technologies are wind, solar, hydro, and biomass.

Line 6b – Uncertain Adjusted for Net of All Re-ratings, Retirements and Adjustments (“iron in the ground”)

Divided up by technology and energy available on-peak. Technologies are wind, solar, hydro, and biomass. There is a further technical category for “Energy Only” and “Inoperable” designations.

Line 7 – Planned and Proposed Capacity Additions = 7a+7b

Line 7a – Planned Capacity

Divided up by technology and energy available and unavailable on-peak. Technologies are wind, solar, hydro, and biomass. There is a further technical category for “Energy Only” designations.

Line 7b – Proposed Capacity

Divided up by technology and energy available and unavailable on-peak. Technologies are wind, solar, hydro, and biomass. There is a further technical category for “Energy Only” designations.

Line 8 – Transmission-Limited Resources

Line 9 – Deliverable Internal Capacity = 6a+7a

Line 10 – Capacity Purchases and Incoming Adjustments

2-4



Divided according to Firm, Non-Firm, Expected, and Provisional.

Line 11 – Capacity Sales and Outgoing Adjustments

Divided according to Firm, Non-Firm, Expected, and Provisional.

Line 12 – Net Capacity Resources

Line 13 – Total Potential Resources

Line 14 – Adjusted Potential Resources

Line 15 – Confidence of Proposed Capacity, using engineering judgment

Line 15a – Net Proposed Resources After Confidence Percentage Is Applied

Margin Data

Line 16 – Region/Subregion Target Margin

Data Processing

Margin Calculations

Line 3 – Net Internal Demand 2-2a-2b-2c-2d

Line 5 – Total Internal Capacity = 6+7

Line 7 – Planned and Proposed Capacity Additions = 7a+7b

Line 17 – Margin Calculation: Existing Certain and Net Firm Transactions

Line 18 – Margin Calculation: Net Capacity Resources

Line 19 – Margin Calculation: Total Potential Resources

Line 20 – Margin Calculation: Adjusted Potential Resources

Issues

Intermittent generation resources

Fuel supply and transportation

2-5



Data Requirements

2-6


3

USE CASE: SUMMER ASSESSMENT


Data Processing

Reporting

Issues


3-1


4

USE CASE: CONDITIONAL PERFORMANCE


Data Processing

Reporting

Issues


Do not modify Figure numbering to include additional characters such as Figure 2-1a, or Figure

2-1(a), as the List of Figures will not work properly.

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Figure 4-1

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Creating Additional Chapters

To create additional Chapters, place the cursor to the left of the paragraph mark at the beginning of the previous Section Break format marker, select Insert Break, choose Section Break Types

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Hit return and begin typing text.

4-2


A

APPENDIX

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Figure A-1

First Appendix Figure Caption

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Table A-1

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Table Head

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A-1

Sample EPRI Technical Report

Use Cases

Demand Response Data Collection

CITATIONS

PRODUCT DESCRIPTION

ABSTRACT

ADDITIONAL FRONT MATTER SECTION(S)

CONTENTS

LIST OF FIGURES

LIST OF TABLES

INTRODUCTION

USE CASE: LONG-TERM RESOURCE ADEQUACY

USE CASE: SUMMER ASSESSMENT

USE CASE: CONDITIONAL PERFORMANCE

APPENDIX

Related documents

Products

Support

Sample EPRI Technical Report

Use Cases

Demand Response Data Collection

CITATIONS

PRODUCT DESCRIPTION

ABSTRACT

ADDITIONAL FRONT MATTER SECTION(S)

CONTENTS

LIST OF FIGURES

LIST OF TABLES

INTRODUCTION

USE CASE: LONG-TERM RESOURCE ADEQUACY

USE CASE: SUMMER ASSESSMENT

USE CASE: CONDITIONAL PERFORMANCE

APPENDIX

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