Omaha Public Power District Facility Connection Guide

Transcription

1 Omaha Public Power District Facility Connection Guide Date Issued: 3/2010 Version: 2.1 Last Review Date: 1/2016 Next Review Date: Document Owner: Transmission Services Reviewed By: Amanda Underwood Approved By: Transmission Planning and Protection & Automation Engineering Applicable NERC Standards: FAC FAC-002-2` Revision History Revision Date Version Changes Author 12/21/ Added cover page And reviewed document 11/1/ Revised document for implementation of FAC /28/ Added clarifying language for implementation of FAC

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3 Table of Contents Purpose... 4 Facility Connections Overview... 4 SPP Facility Connection Process... 4 OPPD Facility Connection Process... 4 End-User Facilities Overview... 5 Procedures for Requesting Facility Connection... 5 Overview of Facility Connection Requirements... 7 Specific Facility Connection Requirements... 8 Power System Studies... 8 Design Requirements and/or Specifications... 8 Substation and Transmission Requirements... 9 System Control System Protection Communications Requirements Metering Requirements Operating Practices Frequency, Voltage, Reactive Power, and Power Factor Requirements Outage Coordination Synchronous Generator Requirements Abnormal System Conditions Scheduling Requirements Contractual Obligations P age

4 Purpose Presented herein are base requirements and criteria for a facility connection to OPPD s transmission system. The OPPD transmission system consists of facilities energized at nominal voltages of 69, 161 and 345 kv. Facility connections at these voltage levels can have implications on the bulk electrical system and such plans will be subject to the procedures and studies outlined within this guide. Facility Connections Overview OPPD is a member of the Southwest Power Pool (SPP) Regional Transmission Organization (RTO), and therefore is subject to SPP RTO Criteria and Open Access Transmission Tariff (OATT) requirements which address certain requests for new transmission, generation and delivery point (including end-user) interconnections and materially modified existing interconnections. Both the SPP OATT and SPP Criteria document are posted on the SPP Open Access Same-Time Information System (OASIS) and SPP s public website at In addition to the SPP OATT facility connection procedures, OPPD has facility connection requirements as described in this document. The SPP and OPPD facility connection requirements complement each other and include procedures for application and facility data submittals, coordinated system impact studies, notification of system impact study results, technical performance requirements and contractual agreements. SPP Facility Connection Process Transmission, generation and delivery point (including end-user) new or materially modified existing interconnections which are subject to the SPP OATT jurisdiction will follow the procedures outlined the SPP OATT and Criteria documents and the applicable procedures in this OPPD Facility Connection Guide document. The SPP facility connection process is summarized below. Transmission interconnections and modifications are addressed in the SPP Transmission Planning Process as described in the SPP OATT Attachment O. Additionally, transmission interconnections that involve two or more SPP members or a SPP member and a non-member are required to go through the SPP (transmission) Interconnection Review Process as defined in the SPP Criteria document. For generation interconnections, OPPD follows the SPP generation interconnection process (for both small and large generators) as defined in the SPP OATT Attachment V. For delivery point interconnections, OPPD follows the SPP Delivery Point Addition process as defined in the SPP OATT Attachment AQ which addresses additions, modifications, or abandonments of delivery point facilities (which include end-user facilities). OPPD Facility Connection Process Transmission, generation and delivery point (including end-user) new or materially modified existing interconnections which are not subject to the SPP OATT jurisdiction will follow the procedures outlined in this OPPD Facility Connection Guide. 4 P age

5 For end-user small generation that is intended to serve a customer load and in some instances requires a parallel operation with the OPPD system, OPPD has established a document called the Distributed Generation (DG) manual. This Facility Connection Guide and the OPPD DG Manual are intended to be complementary documents. End-User Facilities Overview Typical End-User facilities considered for interconnection would encompass generation, load (dynamic and static) and reactive devices (capacitive and reactive). The impact on the transmission system may need to be studied to address any special operational functions or facility requirements. All End-User load connected directly to the OPPD system shall maintain a power factor as defined in the OPPD rate schedule or other appropriate agreement for that end-user load. If the power factor requirement is not met, OPPD may install power factor correction equipment at the load owner s expense. OPPD maintains transmission and distribution voltages at levels required for the reliable delivery of electricity. End-User load owners are strongly urged to install their own voltage regulation equipment to support maintaining the appropriate voltage levels. All End-User facilities connected to the OPPD system must meet the power quality standards set forth by OPPD. The requestor is responsible for any mitigation efforts necessary to meet those standards. OPPD s system protection requirements are designed and intended to protect the OPPD system. Additional protective relays are required to protect an interconnected End-User facility. It is the requestor s responsibility to install the proper protective relaying needed to protect the End-User facilities. OPPD does not assume responsibility for protection of the interconnected End-User facilities. The requestor is solely responsible for protecting interconnected equipment so that faults, imbalance or other disturbances on the OPPD system do not cause damage to the End-User facilities. To meet the reliability requirements of NERC, MRO and SPP, under-frequency and/or under-voltage load shedding schemes may be required. Any load or reactive devices connected to the OPPD system may be expected to participate in under-frequency or under-voltage load shedding if OPPD determines such action is necessary to maintain system reliability. If OPPD requires load shedding participation for a particular end-user facility, the requestor may be responsible for all related costs. Procedures for Requesting Facility Connection OPPD welcomes preliminary discussions with parties interested in a facility connection to OPPD s system. However, a formal written request shall be submitted by the requesting party no later than 20 months before the party s schedule to have a finalized plan ready for bid or build. Within 8 weeks of receiving the formal request, OPPD shall provide an initial agreement to provide for payment of OPPD s costs to review the proposal up until the point the request is denied or initial approval is given and further contractual agreements can be executed. When submitting the formal request to OPPD, the requesting party shall provide as much of the following information as possible to help expedite the review and approval process. 5 P age

6 a. A single-line diagram marked to show the proposed facility connections, including any relaying and metering facilities. b. A drawing indicating the physical arrangements of existing and proposed facilities. c. Geographic location of the proposed facilities connection. d. Description of the proposed transmission rating requirements, routing and configuration for new or additional transmission lines needed to reach the point of facility connection. e. Description and ratings including basic insulation level (BIL) of proposed breakers, switches, conductors and metering, associated communications, relaying and other related equipment. f. Description of the transformer voltage and rating, BIL, winding connections, impedance if available and proposed method of protection. g. A proposed construction schedule. h. A description of the generating resources or loads to be served by the facility connection and the proposed transmission path(s) and service arrangements between resources and associated loads. The description should include the following: Power output or load megawatt requirements at the point of connection; Size, type and ratings of large equipment; Reliability and special operating requirements; and Impedance, frequency, voltage, reactive power megavolt-ampere requirements at the point of connection, protective relaying characteristics of the facility resource or load and grounding methods. i. Appropriate revenue and telemetry equipment specifications. The data should include load control boundary metering, current and potential transformer ratios, and register and contact initiator ratios with multipliers. j. Ten-year projections, by delivery point, of winter and summer peaks for loads served or generation supplied through the point of facility connection. k. Relevant planning or operational studies. l. The following transformer information: Impedance data for generator step-up and auxiliary transformers Tap settings and available tap ranges for these transformers During operational life of the generator when tap changes are necessary, OPPD shall provide the requesting party with a report that specifies the required tap changes and technical justification for these changes. When the design has met the approval of OPPD, the appropriate regional entity(s) and necessary legal and regulatory requirements, OPPD and the requesting party will enter a contract that includes, but is not limited to, the terms of design and facility specifications, ownership, operation and maintenance. In addition to the ongoing approval of plans, equipment and protection system coordination by OPPD through the facility planning and construction stages, OPPD will also inspect the facility connection plant, communication and telemetry systems, as built, before connection to the OPPD transmission system is allowed. The requesting party shall notify OPPD 30 days in advance of their planned initial energization. Inspections will be performed by OPPD on the facility connection plant after operation commences on a periodic schedule outlined in the contract agreement. The periodic schedule establishes the maximum time between inspections, OPPD will have right to inspect facility connection at any time. If OPPD believes that the requesting party's facility does not provide adequate safety, or otherwise adversely affects OPPD operation and customers, OPPD may disconnect those facilities. 6 P age

7 The requesting party may desire to sell or purchase electric power and energy to or from a third party to be transmitted over the electric transmission system of OPPD. The requesting party shall notify and obtain the appropriate approvals prior to scheduling such electric power and energy. OPPD is a member of SPP which is OPPD s Transmission Service Provider. As such, OPPD follows the SPP Open Access Transmission Tariff that is approved by FERC and allows indiscriminate access to OPPD s transmission system for the purpose of moving electrical energy per the conditions of the Tariff. The requesting party shall enter a transmission agreement per the terms of the Tariff s transmission services associated with such electric power and energy transactions. Overview of Facility Connection Requirements OPPD can not anticipate the details of all scenarios for facility connections at transmission voltages and the potential implications to OPPD s system and operations. Each request for a facility connection will be analyzed on a case-by-case basis. Final criteria and requirements shall be contractually agreed upon between OPPD and the requesting party. A thorough understanding of these requirements and criteria by the requesting party is required to submit a proposal for the facility connection and will facilitate the overall application process. Facility connection to OPPD s transmission system shall meet established industry-wide and regional reliability and security practices. Prudent Utility Practices shall be followed when established practices are not specifically defined. System studies shall be required to evaluate the impact of the requested facility throughout the planning horizon. a. OPPD operates under the North American Electric Reliability Corporation (NERC) Reliability Standard requirements. The requesting party shall operate their facility to ensure conformance with NERC Reliability Standards. NERC Guides, interim actions, and NERC working group recommendations shall be recognized as potentially important aspects of operating a reliable and secure facility. The proposed interconnection must also comply with all applicable MRO and SPP standards and criteria. The proposed interconnection must be reviewed by all impacted transmission owners and affected systems and be approved by appropriate regional working groups if applicable. b. OPPD is a member of the Southwest Power Pool (SPP). SPP is acting as a Reliability Coordinator for OPPD. The requesting party shall operate their facility to ensure conformance with all applicable SPP and MRO reliability criteria and operating procedures. c. All designs for the facility connection, when involving existing OPPD facilities, shall meet OPPD design standards. All designs related to the facility connection shall meet the requirements of the National Electric Safety Code (NESC). Should additional equipment or replacement of existing equipment be required, OPPD shall retain equivalent capacity and operational control as previously existed. If it is agreed that existing OPPDowned equipment will be replaced, the terms including ownership, cost and control shall be agreed upon by a case-by-case basis. The requesting party shall be responsible for obtaining any necessary rights-of-way or easements from landowners. All costs associated with the construction and environmental activities for the new facility shall be the responsibility of the requesting party. 7 P age

8 Advance of all funds shall be required before any work is performed for a requesting party by OPPD. All arrangements for system studies, design and construction, ownership, operations, maintenance, replacement of equipment, including metering, facility controls, compatible Remote Terminal Units (RTU), protective relays, communications, etc., if applicable, shall be set forth in written contracts between OPPD and the requesting party. When making a facility connection to OPPD s transmission system, the requesting party shall comply with applicable safety laws including the National Electric Safety Code and building and construction codes, including provisions of applicable Federal, State or local safety, health, or industrial regulations or codes. During all phases of construction and any maintenance activity once the facility is complete, OPPD and the requesting party shall adhere to personal protective grounding procedures to provide maximum safety for all personnel working on de-energized apparatus or conductors. OPPD's Personal Protective Grounding Manual and other OPPD safety procedures as may be applicable shall be reviewed with the requesting party during the facility connection review period and adhered to thereafter. Specific Facility Connection Requirements Power System Studies As necessary and at the expense of the requesting party, OPPD shall conduct or review power system studies of the transmission system including the facility connection as proposed. Projection of system impact, capability and reliability of the facility connection shall be established by powerflow, system stability, short circuit and other studies as deemed necessary. Studies may be run on modified proposals for determination of lesser impacts. Powerflow analysis may include 10-year load or resource growth models and the future planned facilities necessary to satisfy the scenario. If studies determine an impact to neighboring affected systems then the facility connection must be reviewed and approved by the appropriate regional entity(s) responsible for the reliability of the affected system(s). Additions which cause degradation of operations, reliability or transfer capability will not be approved. Studies shall identify and address the impact on all affected systems. The impact of the proposed facility connection may present real time operational considerations for OPPD s transmission system. An Independent Power Producer (IPP) or Non-Utility Generator (NUG) may refer to NERC s publication, Integrating Non-Utility Generators for transmission system operating and reliability considerations used to evaluate a specific facility connection. Special circumstances may be foreseen where the IPP or NUG would relinquish control of unit load and voltage to OPPD s system operator. A specific contractual agreement is required with the requesting party to address operational procedures and obligations. Design Requirements and/or Specifications OPPD may at the requesting party s preference, provide for design, specification and construction of the facility to the connection point at the requesting party s expense. OPPD requires a minimum of 12 months to complete the design. Alternatively, if the requesting party chooses to design and construct the connecting facility, OPPD shall retain approval authority over any design and construction on OPPD 8 P age

9 right-of-way or associated with the proposed facility connection. OPPD efforts in support of the requesting party s design and construction, such as providing and modifying OPPD drawings to include the proposed facilities, shall be at the requesting party s expense. All Industry standard Basic Insulation Level (BIL) ratings shall be used for electric system additions and electric system interface equipment. All facilities installed to complete the facility connection shall adhere to OPPD safety requirements and applicable OSHA fall protection requirements. Identification of breakers, switches, bus and selected other components installed within OPPD s facilities to accommodate the proposed facility connection, shall be by identification number provided by OPPD. The numbers shall label the physical component and shall be used in drawings and operating procedures to uniquely identify each labeled component. Drawings for facility additions shall conform to OPPD s drafting standards. If the requesting party produces drawings for the facility connection, they shall be compatible with OPPD s computer-aided design system and formatted in a method acceptable to OPPD. A copy of OPPD s drafting standards will be provided to the requesting entity in such cases. Further, if the requesting party produces drawings for the project, a copy of the drawings shall be provided no later than 90 days after the completion of the project and include all as built conditions. Reproducibles shall be generated on a mutually agreed upon media format with a standard OPPD title block. For facility connection substations not owned by OPPD, the requesting party shall provide a file copy of the substation drawings that shall include, but not be limited to, legal survey, Foundation Duct and Grounding plan, Landscaping plan, equipment layouts, single-line diagrams, control circuit elementaries and wiring diagrams. Five copies of instruction books and manufacturer s drawings shall be furnished to OPPD for each piece of equipment placed within OPPD s facilities. Manufacturer s drawings may be furnished electronically. Substation and Transmission Requirements OPPD has transmission voltages of 69, 161 and 345 kv. To achieve reliable and secure operational requirements, OPPD requires power operated circuit breakers on any facility connection with the system. OPPD requirements for circuit breakers used on interconnected lines and specifications shall be followed. Connection to any of these voltage classes will require a non-oil-filled, power operated circuit breaker. The requesting party may accomplish the facility connection by either providing for the design and construction of a new substation or, per agreement, utilize an existing OPPD substation to install necessary facility connection equipment. In either case the actual physical connection to OPPD s existing system shall be in a substation. Modifications to OPPD s transmission system to accommodate the proposed facility connection shall adhere to the guidelines of OPPD s transmission standards. Modifications include upgrades in capacity to the existing system and new transmission routes required for the facility connection. If the facility connection results in transmission requirements not covered by existing OPPD standards, then such requirements shall be considered on a case-by-case basis. OPPD prefers to be solely responsible for 9 P age

10 transmission design, specification and construction related to the facility connection. OPPD will coordinate any additions or modifications to its transmission system with all affected parties. If the requesting party proposes their own substation as the facility connection, OPPD strongly prefers and may require that OPPD be solely responsible for the design, specification and construction of the transmission line to the substation. The transmission line shall originate in an OPPD substation. All costs for the completion of the transmission line shall be at the requesting party s expense. As part of the connecting facility review, OPPD shall determine whether out-of-step relaying is necessary at the requesting party s circuit breaker. As part of the facility connection approval process, equipment not provided for by OPPD shall be reviewed to assure conformance to OPPD s requirements. All equipment installed in OPPD facilities shall be PCB-free. All subject equipment installed shall have manufacturer documentation guaranteeing non-pcb compliance. The requesting party shall follow OPPD s oil spill counter-measure plan for equipment placed in OPPD substations, other facilities or right-of-way. OPPD shall not allow oil filled power circuit breakers to be installed in OPPD substations, other facilities or right-of-way. Nor shall, as part of a facility connection operating plan, OPPD personnel be required to operate any oil-filled power circuit breaker. The continued reliable operation of the installed equipment related to a facility connection is critical. If the requesting party is the owner of the installed equipment, it shall maintain and operate as may be dictated by environmental and safety standards as well as safe and prudent utility practices. By contractual agreement, the requesting party may permit OPPD to undertake maintenance and operation of the equipment installed to complete the facility connection. System Control Supervisory control by OPPD of the facility connection power operated circuit breaker, shall be required on all interconnections where breaker operation can, in the opinion of OPPD, directly affect the security of OPPD s system. The RTU for supervisory control shall be compatible with the Supervisory Control and Data Acquisition (EMS/SCADA) system used by OPPD. The cost of providing and installing the RTU at a new location or proportionate cost of modifying an RTU at an existing facility shall be at the expense of the requesting party. OPPD shall perform the necessary expansion, including hardware and software changes, to the EMS/SCADA master station equipment at the requesting party s expense for that portion attributed to the new facility connection. Transducers, interface hardware and appropriate communication channels compatible with existing EMS/SCADA system requirements shall be furnished by the requesting party. Specifications for such equipment shall be provided upon request. The requesting party shall provide necessary auxiliary and control relays, switches and all other necessary miscellaneous equipment necessary to interface with OPPD s EMS/SCADA equipment. System Protection Protective equipment and relaying requirements for each facility connection shall be reviewed and approved by OPPD after preliminary single-line drawings of the proposed facility connection and of the requesting party s system in the area are received. All single-line drawings shall be functional so that 10 P age

11 proposed breakers, disconnects, CT and VT locations, associated relay connections, and ANSI standard function numbers for each relay are included. The requesting party shall provide maps of their system in the area, recloser and fuse ratings, relaying data, and line and transformer impedances in order to aid in the coordination of the system protection systems. As a minimum, requesting party desiring connection to OPPD s transmission system at all voltage classes shall provide or reimburse OPPD for the following equipment: Readily-accessible, utility-controlled interconnection disconnect(s). OPPD shall have sole control over the disconnect(s). The disconnect(s) shall physically and visually open all phases of the circuit at or before the facility connection circuit breaker(s). Facility connection circuit breaker(s) with the proper control and protective relay equipment. The circuit breaker(s) shall be rated for the available fault current. The circuit breaker(s) shall be adequately protected by surge arresters. Protective relay schemes shall be configured to monitor the electrical conditions at the breaker(s). OPPD operating procedures shall not allow the circuit breaker(s) to be automatic reclosing; only manual initiation shall close the circuit breaker. The controls and basic protective functions necessary to parallel a generator with OPPD may include but are not limited to the following: o overvoltage relays o under-voltage relays o over/under frequency relays o differential relays o power directional relays o phase sequence relays o power factor (watt-var) relays o machine thermal relays o out of step relays o synchronizing or synchronism check device o stator ground fault protection o field ground fault protection o loss of excitation protection o inadvertent energization protection o volts per hertz protection o breaker pole flashover protection High-speed pilot, backup, and breaker failure relaying are normal requirements for interconnections. Specialized relaying may be required to provide automatic load or generation shedding, or interconnected system separation. Communications Requirements The requesting party shall provide communication facilities sufficient to meet OPPD s telephone, radio, system protection, remote meter reading, or Energy Management System/Supervisory Control and Data Acquisition requirements (EMS/SCADA). 11 P age

12 The communication channel and channel hardware shall be provided by the requesting party. OPPD shall specify the type, speed and characteristics of the communication channel equipment so that compatibility with existing communications, supervisory control, relaying, and telemetering equipment is maintained. The specific type of communication equipment to be furnished by the requesting party shall be reviewed and approved by OPPD. The requesting party shall reimburse OPPD for the costs of any additional facilities provided by OPPD. OPPD maintains redundant communication systems. If the facility connection is determined to have impacts on the bulk electric system, redundant communication between OPPD and the requesting party's operator will be established. The requesting party's operator will be accessible at all times by communication devices, any time the facility is electrically connected to OPPD's system. The requesting party's operator shall have procedures to communicate on OPPD's redundant systems. Metering Requirements The electric power and energy delivered through a facility connection between OPPD and the requesting party shall be measured by non-reversible watt-hour meters and clock hour sixty-minute interval demand meters. The requesting party shall submit and OPPD shall approve the meter equipment proposed for the facility connection. The requesting party shall provide or cause to be provided complete metering equipment, including instrument transformers of revenue accuracy, at or near points of interconnection located in facilities (i.e. substation) owned or used under agreement by the requesting party. The requesting party shall permit OPPD to utilize available metered quantities for the purpose of telemetering said quantities as required for OPPD operations. If telemetry meter data from the facility connection is deemed necessary to meet OPPD s operation requirements then the requesting party shall provide for the devices. The telemetry devices shall conform to the communication requirements specified by OPPD. If the facility connection is of such nature to create significant power flows and/or connects OPPD to a recognized control area, then as a back-up device, OPPD may install metering to monitor flow on the facility connection. OPPD shall provide or cause to be provided complete metering equipment, including instrument transformers of revenue metering accuracy, at or near interconnection of the connected facilities located at substation facilities owned by OPPD. OPPD shall permit the requesting party to utilize available metered quantities for the purpose of telemetering said quantities as required for requesting party s operations. Requesting party shall be responsible for installation, ownership, operations and maintenance of all facilities necessary to interface and transmit information concerning said quantities to other locations as required for requesting party s operations, provided that such installation, operations and maintenance is performed under the supervision of authorized OPPD personnel. All metering equipment required for the purposes of the facility connection shall be maintained by the owner in accordance with Prudent Utility Practices. The aforesaid metering equipment shall be tested regularly at reasonable intervals established by OPPD and its accuracy of registration maintained in accordance with Prudent Utility Practices. The expense involved in such regular test shall be borne by the Party owning the metering equipment. 12 P age

13 If any test of metering equipment discloses an inaccuracy exceeding one percent, OPPD and the requesting party shall be notified promptly and the accounts between OPPD and the requesting party shall be adjusted in accordance with this section. Such correction and adjustment shall be made from the date the meter became inaccurate, if known; if this cannot be determined, then such adjustment shall be made for the previous month, or from the date of the latest test if within the previous month and the elapsed period in the month during which the test was made. Should any metering equipment at any time fail to register or should the registration thereof be so erratic as to be meaningless, the power and energy transmitted shall be determined by OPPD and the requesting party from the best available data pursuant to procedures developed to terms agreeable to both parties. OPPD and the requesting party shall read the meters it owns and which are installed on its property and, as promptly as practicable after the end of each month, each party shall furnish to the other appropriate data from meter registrations and from other sources in such detail and with such segregation and on such time periods as are established by OPPD, when such data are needed for billings, settlements, special tests, operating records, or for other purposes consistent with the objectives hereof. Operating Practices Frequency, Voltage, Reactive Power, and Power Factor Requirements OPPD and the requesting party during all times when their systems are operated in an interconnected state shall cooperate in keeping the frequency of the system at 60 Hz as closely as is practicable, and in keeping the interchange of power and energy between the systems as closely as is practicable to the scheduled amounts. If synchronous operations of OPPD s or the requesting party s system becomes interrupted, only after frequency stability is achieved and the cause of interruption has been removed will a synchronized reconnection of the two systems be allowed. The system of the requesting party shall normally be operated and maintained to minimize, in accordance with prudent operational practices, the likelihood of a disturbance originating in their system and causing impairment to the service of OPPD. Power quality requirements for facility connections to OPPD's systems can be found in the Distributed Generation (DG) Manual - Section 11. However these requirements shall be superseded when the reliability of the bulk electric system necessitates and when OPPD provides specific voltage and reactive schedules for the requesting parties facilities (see item 7(b)). The requesting party shall be responsible for the reactive volt-ampere requirements of its system. Reactive volt-amperes may be interchanged between systems from time to time, subject to agreement with OPPD, when benefit to one system may be gained thereby without causing hardship to the other system. The requesting party shall maintain a power factor between 95% leading and 95% lagging as measured at the point of interconnection. The requesting party shall maintain voltage levels on its system at the point of facility connection as deemed appropriate by OPPD for the particular facility. 13 P age

14 Outage Coordination The requesting party must alert OPPD of planned maintenance outages of any generators a year in advance of outages. Generator outages need to be coordinated and are not desirable when peak demand for electricity is high. Transmission outages must be coordinated for regional reliability. If OPPD must switch out a transmission line that will impact the facility connection, those plans shall be fully communicated to the requesting party. Synchronous Generator Requirements If facility connection's purpose is to interconnect a synchronous generator, the generator operation must meet the following requirements. All synchronous generators connected to OPPD's interconnected transmission systems shall be operated with their excitation system in the automatic voltage control mode unless approved by OPPD. The synchronous generator operator shall provide upon request from OPPD a summary reporting the number of hours each synchronous generator did not operate in the automatic voltage control mode and detailed reports of the date, duration and reason for each period when a synchronous generator was not operated in the automatic voltage control mode. Synchronous generators, if large enough, may qualify for further guides on voltage and reactive power output. If facility qualifies for such guides, the synchronous generator shall maintain a network voltage or reactive power output, within the capability of the units, as required by OPPD. OPPD shall provide a voltage or reactive schedule to be maintained by the synchronous generator at a specified bus. As stated in the General Requirements Section, facility connections involving generators must provide in the design review phase the tap settings, available tap ranges, and impedance data for generator stepup and auxiliary transformers. When a tap change is necessary as determined by OPPD, OPPD shall provide a report to the generator operator justifying the tap change. OPPD and the requesting party must agree to a timeframe for making tap changes. Contractually the requesting party shall be given the right to request a longer time frame than OPPD desires if such time is not achievable by the requesting party but does not exceed Prudent Utility Practice. However, supporting information of convincing regard must be provided to OPPD by the requesting party as basis for their request. Abnormal System Conditions To the extent it can be controlled, the requesting party shall not impose any abnormal load upon the facilities of OPPD in excess of their safe and proper capacity as determined for the particular facility connection. If emergency conditions arise on the system of the requesting party which overloads the facilities of OPPD, the requesting party shall take steps immediately to reduce the load on such overloaded facilities to their safe and proper capacity, even though this may involve dropping load. Scheduling Requirements The requesting party shall provide on its electric system the necessary communications, telemetry and control facilities to include the interconnection point with OPPD in its control system and shall operate their facility in a manner to minimize, to the extent practicable, the unscheduled flows through the 14 P age

15 facility connection. The requesting party shall operate its facility to maintain net power flow, into or out of the facility to all systems with which the requesting party facility is interconnected, to the net scheduled amounts. Any deviation from such scheduled amounts shall be reconciled in agreed upon manner between OPPD and the requesting party. In addition to meter records, the requesting party shall keep a data file and other records as may be needed to afford a clear history of the various movements of power and energy into and out of the requesting party s facility. The data and other records shall be open to inspection by OPPD. All power and energy transactions between OPPD and the requesting party shall be scheduled in advance; however, all billings shall be based on metered quantities, rather than on such schedules except as otherwise specifically provided for in a special agreement between OPPD and the requesting party. Schedules for all transactions between OPPD and the requesting party shall be furnished in accordance with SPP s Open Access Transmission Tariff (OATT). Additions or modifications to the schedule so established may be made according to agreed upon stipulations. A dynamic schedule to the appropriate automatic generation controller may be a consideration for when the requesting party load is supplied from a source outside OPPD s control area. OPPD will consider the details on a case-by-case basis. Contractual Obligations After conducting a complete review of the requesting party s proposal for a facility connection and acknowledging the feasibility for the plan to proceed, OPPD and/or SPP shall furnish a contractual document to the requesting party. Ultimate ownership of equipment related to the facility connection shall be per the contractual agreements. The requesting party shall reveal any plans to modify or change the facility connection with OPPD s transmission system after and beyond the scope of the original facility plan. OPPD reserves the right to approve or deny plans that impact OPPD s transmission system and the operation thereof. Material modifications or changes to the facility will require an approval process as cited in this OPPD Facility Connection guide document. Per the terms of contractual arrangements for a facility connection, funds to cover expenses due OPPD for work performed based on estimated costs shall be paid in advance by the requesting party. The detailed estimate of the projected costs, including administrative overhead and other costs associated with construction, operation and maintenance shall be provided to the requesting party. The funds obtained from the requesting party shall be kept in reportable accounts for the specific purpose of the facility connection. The amount deemed appropriate for advance payment shall be handled on a case by case basis. The contractual agreement for the facility connection, if it is located in an OPPD substation, shall stipulate that OPPD shall perform operation and maintenance activities on the equipment, and these activities shall be paid in advance by the requesting party in a periodic schedule or as-needed by the requesting party. For upgrades that involve additional capacity via replacement or additions to existing 15 P age

16 equipment, maintenance obligation shall be shared based on ratios of output used by OPPD and the requesting party and remaining service life of replaced equipment. If by contractual arrangements any work occurring on OPPD s system, property or right-of-way to complete the facility connection by workers provided for by the requesting party, OPPD representatives shall be present in an inspecting capacity as well as provide for line and equipment outages necessary to perform work. The cost of major repairs or replacements of equipment that have been installed to support the facility connection function shall be the responsibility of the requesting party. A repair or replacement that results in an effective upgrade of which both OPPD and the requesting party benefit may require OPPD and the requesting party to share in the expenses of such equipment. OPPD shall perform maintenance on relaying and control equipment and other associated equipment for which OPPD has operating responsibility unless otherwise agreed. Maintenance shall normally be performed by and at the expense of the party who owns the equipment or facility when the proposed facility connection involves a substation sectionalizing one of OPPD s transmission lines. OPPD shall be notified and have the right to witness settings and testing of relays, meters, and controls which could affect the integrity and security of OPPD s transmission system. OPPD shall also have the right of entry for emergency operation and maintenance of those particular devices if deemed necessary for power system integrity. The operation and dispatching authority of the circuit breakers, disconnects, and interrupters that are an integral part of OPPD s transmission system shall remain with OPPD. OPPD s T&D Operations office shall order switching and issue all clearances on the transmission portion of the interconnection or substation. This shall involve use of OPPD s switching and clearance procedures, including use of OPPD locks and tags. Contractual arrangements with a party for facilities which are installed in or connected to OPPD s transmission system shall normally allow OPPD or any OPPD customer the right to connect to either the high-side or low-side bus of the substation. Appropriate compensation for use of the tap substation facilities by OPPD or its customer shall be arranged if the low-side bus of the substation is being tapped. 16 P age