MATL Requirements Facility Interconnection Requirements

Transcription

1 Table of Contents 1. Purpose References Responsibility Interconnection Criteria R3.1. & R3.2. Procedures for Coordinated Studies and Notification of New or Materially Modified Existing Interconnections Voltage Level and MW and MVAR Capacity or Demand Breaker Duty and Surge Protection System Protection and Coordination Metering and Telecommunication Grounding and Safety Issues Insulation and Insulation Coordination Voltage, Reactive Power, and Power Factor Control Power Quality Impact Equipment Ratings Synchronizing of Facilities Maintenance Coordination Operational Issues (Abnormal Frequency and Voltages) Inspection for Existing or New Facilities Communication and Procedures during Normal and Emergency Operating Conditions Policy Statement Definition - Material Modification 7. Definitions and Acronyms Document Change History Page 1 of 20

2 1. Purpose The Facility Connection document was developed to describe the general requirements for interconnection with the MATL transmission system in order to avoid adverse effects on reliability. This document provides an overview of the technical and reliability requirements to address interconnection requests including facility additions and modifications to accommodate generation, transmission, and end-user facilities which are being connected to or planned to be connected to the MATL transmission system. These requirements were established to promote safe operation, system integrity, reliability, and compliance with North American Electric Reliability Corporation (NERC), Alberta and WECC Reliability Standards. In the processing of interconnection requests by MATL, these requirements should be considered as a minimum.. There may be additional requirements needed depending on the location and characteristics of the proposed interconnection facility and such additional requirements will be evaluated on a case-by-case basis. It is important to note that the process for requesting interconnections to the MATL transmission system is detailed in MATL s Open Access Transmission Tariff (OATT), Attachment M. Should there be any inconsistencies between this document and the OATT, the OATT controls. 2. References NERC Standard FAC NERC Standard FAC Studies MATL s Open Access Transmission Tariff (OATT) 3. Responsibility MATL is an independent, merchant, transmission-only company based in Calgary, Alberta, Canada, owned by Montana Alberta Tie LTD and MATL LLP, collectively referred to as MATL. MATL has contracted with NorthWestern Energy ( NWMT ) to perform certain tasks related to the Transmission Operator ( TOP ) function within Montana. Likewise, MATL has contracted with AltaLink L.P. ( ALTA ) to perform certain tasks related to the Transmission Facilities Owner ( TFO ) function within Alberta. MATL has registered with Western Electricity Coordinating Council ( WECC ) for the NERC functional entities of: Transmission Operator ( TOP ), Transmission Owner ( TO ), Transmission Planner ( TP ), and Transmission Service Provider ( TSP ). In addition, MATL is an operator of a transmission facility and a legal owner of a transmission facility in Alberta and is responsible to comply with applicable Alberta ISO (or Alberta Electrical System Operator or AESO ) Rules and the Alberta Reliability Standards. MATL understands and agrees, as the NERC Registered Entity for the MATL system, that it retains all responsibility for Page 2 of 20

3 meeting compliance with the applicable NERC and Alberta standards to the extent such rules and standards apply to the MATL system. 4. Interconnection Criteria This section is designed to encompass all specifications outlined in the NERC Standard FAC Application Guidelines. All of the requirements that are relevant to generation facilities, transmission facilities, and end-user facilities will be explained in this section. 4.1 R3.1. & R3.2. Procedures for Coordinated Studies and Notification of New or Materially Modified Existing Interconnections This section covers the procedures for coordinated studies and notification of new or materially modified existing facilities specified in the NERC Standard FAC All requests for interconnection to the MATL transmission system must ensure that the operating flexibility and reliability of the existing transmission system remains intact. In order to verify if an interconnection is feasible, an Interconnection Feasibility Study may be performed. The Interconnection Feasibility Study will consist of a power flow and short circuit analysis. If Interconnection Customer and Transmission Provider agree to forgo the Interconnection Feasibility Study, the Transmission Provider will initiate an Interconnection System Impact Study (SIS). The SIS consists of, but is not limited to, the following: power flow studies, transfer capability studies, and stability studies Prior to MATL initiating any studies, the Customer must contact MATL to request an interconnection to the MATL System, as provided in the MATL OATT which is available on the MATL OASIS.. Parties requesting interconnection service will be required to submit a completed application, executed study agreement, and required deposits before any study work will commence. This process is described in Attachment M of the MATL OATT. In order to obtain a comprehensive list of requirements for interconnection requests, please refer to MATL s currently effective OATT, Attachments M and N Upon receipt of the interconnection request, MATL or its assigned agent will perform necessary studies, and if needed, a more thorough Interconnection Facilities Study (FS). The SIS will identify all the requirements and conditions for interconnection to the MATL System including upgrades required on the existing system. The FS shall specify and estimate the cost of the equipment, Page 3 of 20

4 engineering, procurement and construction work needed to implement the conclusions of the SIS in accordance with Good Utility Practice to physically and electrically connect the Interconnection Facility to the Transmission System. The FS process is described in Attachment M of the MATL OATT The typical timeline for a SIS completion is 90 days but this can vary depending on the complexity of the project. The FS will be completed in 90 or 180 days at the option of the requesting party as described in Attachment M of the MATL OATT. All of the costs associated with performing the SIS and FS will be the responsibility of the requesting party If the SIS indicates that additions or upgrades to the existing transmission system are necessary, MATL will conduct a FS, at the expense of the requesting party, to determine the cost of additions or upgrades and the required timeframe for implementing system additions or upgrades. MATL will maintain the transmission capacity and operational control as previously existed and it will be the responsibility of the requesting party to assume the additional upgrade costs. Some of these additional costs include the upgrading of current equipment, addition of new equipment, labor associated with construction, and cost associated with environmental impacts All arrangements for system studies, engineering design, construction, ownership, operations, maintenance, replacement equipment, metering, facility controls, and telecommunications must be set forth in written contracts between MATL and the requesting party The study process for a proposed new interconnection facility must also accommodate coordinated joint studies with other affected interconnected transmission system owners such as NWMT and AESO If deemed necessary, the entity requesting the interconnection will be required to perform Sub-Synchronous Resonance ( SSR ) studies at its own expense The owner of an existing interconnection facility is required to notify MATL with a minimum of 90 days advance notice of any additions or modifications to existing facilities that have the potential to affect an interconnection. MATL will assess the potential impact of the modifications and contact the appropriate affected parties. The significance of any impact has the potential to vary over a broad range. Changes that could affect the operating limits on the interconnected system may require engineering studies and the Page 4 of 20

5 involvement of numerous WECC committees. The most significant impacts will trigger the processes described above. Less significant changes, that still impact reliability, will be forwarded to the WECC Reliability Coordinator MATL will provide notice of the request to any affected regional transmission organization ( RTO ), Transmission Owner and Balancing Authority that may be affected by the proposed interconnection. MATL will coordinate with such affected entities in the performance of the interconnection studies and the construction of any facilities necessitated by the interconnection request. 4.2 Voltage Level and MW and MVAR Capacity or Demand This section covers all of the voltage level and MW and MVAR capacity demand requirements specified in the NERC Standard FAC Application Guidelines In order to maintain transmission voltages on MATL s transmission system within acceptable limits, generating facilities and non-generation resources capable of providing reactive power that are under the control of the Transmission Operators or Balancing Area operator must be capable of being operated to produce (or absorb) reactive power as required by MATL s transmission system The amount of reactive supply and voltage control from generation or other sources service that must be supplied with respect to the transmission customer's interconnection will be determined based on the reactive power support necessary to maintain transmission voltages within limits that are generally accepted in the region and consistently adhered to by MATL. In general, generating facilities power factor design limitation minimum requirement shall be a reactive power capability sufficient to maintain a composite power delivery at the Points of Interconnection at a power factor between 0.95 leading and 0.95 lagging Studies may identify the need for the use of power system stabilizers, depending on the plant size, excitation system type and settings, facility location, area transmission system configuration and other factors MATL may require end-users to implement automatic under-frequency load shedding relaying on connected loads to comply with NERC, WECC and/or AESO requirements or other system stability considerations. Interconnecting Page 5 of 20

6 parties without an automatic under-frequency load shedding plan meeting WECC requirements may need to install under-frequency relaying at the request of MATL. The amount of load to be shed and the frequency set points will be specified by MATL, as required to meet WECC under-frequency load shedding compliance. 4.3 Breaker Duty and Surge Protection This section covers all of the breaker and surge protection requirements specified in the NERC Standard FAC-001 Application Guidelines All equipment and facilities will be sized to be able to meet or exceed the short circuit requirements at the interconnection point as determined from the SIS. The equipment used will fully comply with the latest ANSI and IEEE standards regarding breakers, lightning arresters, and other protective equipment To maintain transmission reliability, each fault-interrupting device must be rated for full fault-interrupting capability to satisfy the short-circuit level requirements at the interconnection point. As the standards may be updated from time-to-time, full fault-interrupting capability standards shall be the latest IEEE standards or any subsequent standards. As a general rule, neither party should depend on the other for the protection of their respective equipment Lightning arresters shall be mounted on the incoming interconnection terminal. Application of the arresters shall be coordinated with the insulation level of incoming line and station equipment. Lightning arresters for incoming terminal protection are to be rated station class. The type and application of lightning arresters shall comply with the latest IEEE standards. 4.4 System Protection and Coordination This section covers all of the system protection and coordination requirements specified in the NERC Standard FAC Application Guidelines The requesting party connecting to the MATL transmission system shall be responsible for complying with all applicable requirements of NERC, WECC, AESO or any other applicable regulatory agency. These regulations shall dictate all protective relaying system designs, as well as ensure utility-grade protective relays and fault-clearing systems are used to interconnect to the MATL transmission system. Page 6 of 20

7 The design of the system protection must be able to provide sufficient speed and sensitivity to maintain stability, security, and reliability of the power system. It will be the responsibility of the entity requesting interconnection to provide a protection system that will protect its equipment against the effects of overvoltage, under voltage, short circuits, open circuits, phase imbalance, phase reversal, surges from switching and lightning, and other serious electrical conditions that may occur at the point of interconnection to the MATL transmission system. The protection system used by the requesting party must also be compatible with the MATL system to prevent damages that could occur to the MATL system or its customers. Compatibility of equipment includes protection application, redundancy, operating speed, communication type, and communication medium For interconnection of a generation facility, there must be a DC power source to supply the station in the event of emergency. This power source shall consist of a battery bank rated with enough capacity to power all protective equipment for at least eight (8) hours without a charger. This power source shall operate required protective equipment at the end of the eight hour period per IEEE standards. A DC under-voltage alarm shall be required to detect the loss of the DC power source in order to notify the requesting party so that power to the protective equipment can be restored as soon as practical Prospective interconnection customers or Requesting Party Protection Systems must be coordinated, designed and installed so as to be compatible with the Protection Systems and Special Protection Systems previously existing on the MATL transmission system. 4.5 Metering and Telecommunication This section covers all of the metering and telecommunication requirements specified in the NERC Standard FAC-001-2Application Guidelines MATL shall design, install, and maintain all metering devices used to measure the delivery and receipt of energy for payment purposes at the expense of the requesting party. The meter design and installation shall meet or exceed ANSI C latest revision or IEC latest revision, and shall meet applicable regulatory requirements. The requesting party s protection equipment Page 7 of 20

8 shall not share the instrument transformers associated with MATL revenue metering The metering equipment shall include potential and current transformers, meters and test switches. The meters, test switches and wiring termination equipment shall be sealed and the seal may be broken only when the meters are to be tested, adjusted or repaired. Proper authorities from both parties shall be notified when seals are broken Three metering elements will be used to measure all real and reactive power crossing the metering point. Bi-directional energy flows including watthour and var-hour shall be separately measured on a periodic basis as required by the Balancing Authority. Appropriate demand quantities shall be metered in terms of kilowatts, kilo-vars, or kilovolt-amperes. The meters shall have a separate register for loss compensation. If required, voltage measurements shall be provided The instrument transformers used for revenue metering shall be installed on the high voltage side of the requesting party s step-down transformer. Under special circumstances and with written approval granted by MATL, revenue metering may be performed on the low voltage side of the step-down transformer. Written approval shall only be given if the requesting party can demonstrate that accurate transformer loss compensation will be programmed into the revenue metering when instrument transformers are installed on the low voltage side of the step-down transformer MATL shall test all metering equipment periodically, as defined in the operating agreement with the requesting party, or as requested by any lawfully constituted authority having jurisdiction over metering accuracy. The schedule and results of the metering accuracy test shall be made available to the requesting party. Requests for additional unscheduled testing shall be at the expense of the requesting party unless the meters are found to be out of the stated accuracy tolerance level MATL shall require a Remote Terminal Unit (RTU) for the purpose of sending generation/load and status information to the operations center designated by MATL. The entity requesting interconnection shall provide (at its own expense) a telecommunications data circuit(s) to the operations center(s) designated by MATL. Additional circuits may be required to facilitate backup control center operations. MATL shall specify the communications protocol for Page 8 of 20

9 the data circuits. The type of equipment used for communications must be approved by MATL to ensure that it will be compatible with existing communication equipment Instantaneous bi-directional analog real-power and reactive-power flow information must be telemetered directly to the locations specified by MATL. Status information will include but is not limited to voltages, breaker status and alarm Interconnections that establish additional or new Balancing Authority Area boundaries require the requestor to furnish all necessary Balancing Authority metering equipment. These requirements may include, but are not limited to: An analog and/or digital telemeter at the point of interconnection; Analog to digital conversion equipment and communication hardware, as required, at both the point of interconnection and MATL s designated control center(s); Totalizing equipment at the point of interconnection or at some intermediate point on the communications link. A multiport RTU may be substituted in some cases. If a multiport RTU is used a points list identifying alarms, event and telemetered quantities will be developed by MATL and the Requestor Communications links to both MATL and the Requestor s control center(s); Automatic generation control hardware and software changes and additions at the MATL control center(s). 4.6 Grounding and Safety Issues This section covers all of the grounding and safety issue requirements specified in the NERC Standard FAC Application Guidelines Proper grounding is mandatory at any proposed interconnection. Not only is proper grounding necessary for system reliability, but it is also important for Page 9 of 20

10 personnel safety. Site testing shall be conducted to determine the proper grounding procedures necessary to ensure safe step-potentials and touchpotentials have been met. Specific grounding configuration and connectivity shall be based on a case by case analysis due to variations in soil resistivity All equipment is to be properly grounded following IEEE Standard 80, latest revision, in order to improve safety as well as protect equipment. Providing proper grounding to the earth will prevent the possibility of exceeding operational and equipment limits during normal and fault conditions. When switching devices are opened on an energized circuit, the ground reference may be lost if all sources are not effectively grounded which could cause over-voltages. This can affect personnel safety and damage equipment especially during a single phase to ground fault All cost associated with grounding and safety requirements will be borne by the entity requesting the interconnection. 4.7 Insulation and Insulation Coordination This section covers all of the insulation and insulation coordination requirements specified in the NERC Standard FAC Application Guidelines In order to ensure electrical system reliability and personnel safety, insulation coordination requirements must meet or exceed the Basic Insulation Levels (BIL) specified by MATL for the interconnection. Shielding techniques, insulation strength, conductor spacing, and surge arrester application shall be documented and submitted to MATL for review. All techniques and methods used to provide the proper insulation coordination will adhere to and meet the latest IEEE standards. 4.8 Voltage, Reactive Power, and Power Factor Control This section covers all of the voltage, reactive power, and power factor control requirements specified in the NERC Standard FAC Application Guidelines Any requested interconnection to the MATL transmission system must not introduce additional reactive power or have a negative impact on the voltage or power factor. It will be the responsibility of the requesting party to provide the necessary measures to control voltage, reactive power and power factor. Page 10 of 20

11 This will include the use of load tap changers (LTC) which should have sufficient range to maintain the system voltage. The system voltage must remain within +/- 5.0% of 230 kv nominal voltage. MATL reserves the right to require an even more restrictive voltage range if necessary There must also be adequate reactive power equipment to compensate the system. This may include the use of capacitor banks to offset any inductive reactive power in an effort to restore the system s power factor and voltage levels. The facilities must be designed to minimize excessively high voltages during light transmission loading conditions, yet have adequate reactive equipment to support the system voltage during heavy transmission loading conditions A variety of accepted industry standards that are not mentioned here may also be used to control the system voltage. These methods will be reviewed on a case by case analysis Under certain emergency conditions, the MATL transmission system may operate for a period of time outside of the +/- 5.0% 230kV nominal voltage range. The requesting party is responsible for providing any voltage sensing equipment required to protect their equipment during abnormal voltage operation Generating facility power factor design shall meet the minimum requirement for reactive power capability sufficient to maintain a power factor between 0.95 leading and 0.95 lagging at the points of interconnection. End-user facilities connected directly to the transmission system should plan and design their systems to operate near unity power factor to minimize the reactive power burden on the transmission system Induction generators, such as those used on a wind generating facility, shall contain a signal showing the status of the generating facility, e.g. whether output has stopped due to lack of wind, too much wind, forced outage, external signals, etc. The wind generating facility developer shall provide the following: The starting scenario of each wind generating unit, which is MW generation, VAR load, and operation of capacitor banks, step by step; The starting sequence of wind generating units if more than one, and an indication of the maximum number of units that could be started simultaneously; and Page 11 of 20

12 The voltage trip setting, pick up time, and reconnection time for each unit. 4.9 Power Quality Impact This section covers all of the power quality impact requirements specified in the NERC Standard FAC Application Guidelines In order to maintain power quality, the addition of a new interconnection to the MATL transmission system by a generator, transmission facility, or enduser shall not compromise or degrade the power quality to an unacceptable level for an existing customer. Facilities shall not have harmonic current distortion levels exceeding the levels specified in the Current Distortion Limits tables of IEEE 519, latest revision, or any subsequent standards as they may be updated from time to time. Facilities are required to limit voltage fluctuations to those specified in IEEE 519, latest revision, or any subsequent standards as they may be updated from time to time In order to comply with the necessary power quality performance requirements, MATL may require the requesting party to install power quality monitoring equipment at their expense. It may also be necessary for the requesting party to perform a power quality study which could include an analysis of voltage unbalance, voltage flicker, harmonic distortion, temporary under and over voltage, transient overvoltage, voltage fluctuation, operating frequency, and power factor range. The results of this study shall be used to determine what additional equipment or measures will need to be made to meet the power quality standards The MATL transmission system in the vicinity of the two locations where a requesting party would connect includes series compensated lines that may cause sub-synchronous oscillations/resonance. The requesting entity is responsible for the studies and protection of their equipment against these conditions which could cause equipment damage Equipment Ratings This section covers all of the equipment rating requirements specified in the NERC Standard FAC Application Guidelines. Page 12 of 20

13 All equipment used in the protection of the proposed interconnection must be able to safely interrupt any possible fault currents that may occur. Calculations will be made conservatively in order to account for any worst case scenario that may occur at the interconnection point All current-carrying equipment and devices shall be designed to carry the maximum loads that are predicted and used in load-flow analyses. Loads exceeding nameplate or normal design capacities are not acceptable except when allowed by manufacturers design documentation or standard industry practices In order to ensure that all equipment has been built to the correct specifications and standards, MATL reserves the right to review the requesting party s proposed facility design prior to the connection to the system. Any changes or upgrades that must occur to the transmission system due to the requesting party s proposed connection will be at the expense of the requesting party All equipment ratings should be provided to MATL including but not limited to recloser and fuse ratings, relaying data and line and transformer impedances. Requestor shall provide MATL a copy of its Facility Rating Methodology developed in accordance with NERC Standard FAC Synchronizing of Facilities This section covers all of the requirements for the synchronizing of facilities specified in the NERC Standard FAC Application Guidelines The synchronizing of facilities is necessary to create seamless integration into the MATL transmission system. Proper synchronization to MATL s transmission system will be the responsibility of the requesting party and may only be done with an appropriate relaying scheme approved by MATL The synchronization scheme will ensure that the two systems have voltages of similar magnitude and phase angle. The values of the voltage and magnitude will be dependent upon the specific interconnection request. The synchronization scheme will also prevent equipment from closing in when the two systems are out of sync The interconnection circuit breaker shall not be used to synchronize a generator to the transmission system. Instead, generation facilities shall have their own synchronizing facilities. In the event a generation facility becomes Page 13 of 20

14 disconnected from MATL s system, the facility shall remain disconnected until system voltage and frequency are within an established range Maintenance Coordination This section covers all of the maintenance coordination requirements specified in the NERC Standard FAC Application Guidelines The maintenance of facilities is the responsibility of the owner of those facilities. Adjoining facilities on the interconnected power system are to be maintained in accordance with accepted industry practices and procedures. Each party is to have a documented maintenance program ensuring the proper operation of equipment For a planned maintenance outage involving MATL facilities, it may be necessary to de-energize the entire Path 83 MATL line. In order to perform this maintenance, it is important that MATL and its interconnected entities have a maintenance coordination procedure in place. This maintenance coordination procedure will consist of the necessary steps and actions that need to be taken to ensure the safe and reliable operation of the transmission system. MATL shall have the right to review maintenance reports and testing records of equipment that could impact the MATL system if not properly maintained MATL is to be promptly notified about any out-of-service equipment that might affect the protection, monitoring, or operation of the interconnected facilities. Maintenance of facilities interconnected to the transmission system shall be done in a manner that does not place the reliability and capability of the transmission system at risk and any planned maintenance must be coordinated and scheduled with MATL Operational Issues (Abnormal Frequency and Voltages) This section covers all of the operational issue requirements specified in the NERC Standard FAC Application Guidelines Operational procedures regarding the interconnection to the MATL transmission line are to be established in accordance with OSHA, WECC, NERC, AESO and all other applicable regulation agencies. All operational requirements will be achieved using accepted industry standards and practices Frequency protection must include both an under-frequency function and Page 14 of 20

15 an over-frequency function. Frequency protection settings in generating facilities connected to the MATL transmission system must comply with the steady state frequency range provided by MATL. Specific acceptable ranges will be determined on a case-by-case basis using accepted industry standards intended to maintain the reliability of the bulk transmission system The requesting party s generating facility will provide a balanced, symmetrical, three phase interchange of electrical power with the MATL s transmission system at a nominal frequency of 60 Hz. The generation facility must be capable of continuous, non-interrupted operation in the frequency range of 59.5 to 60.5 Hz. Limited time, non-interrupted operation is also expected outside this frequency range in accordance with the generator manufacturer s recommendation Acceptable voltage ranges for use in the design and operation of all facilities connected to the MATL transmission system are provided in Section 4.8 of this document Voltage unbalance attributable to the connected facilities shall not exceed 1.0% measured at the point-of-interconnection. Voltage unbalance is defined as the maximum phase deviation from average as specified in ANSI C84.1, latest revision Load shedding considerations for the design and operation of all facilities connected to the MATL transmission system are provided in Section of this document Under no circumstances shall the requesting party energize MATL transmission facilities which have been de-energized. Such an action could have a great potential safety hazard for MATL personnel, the general public, and damage electrical equipment given the abnormal frequencies or voltages Inspection for Existing or New Facilities This section covers all of the inspection requirements for existing or new facilities specified in the NERC Standard FAC Application Guidelines Each party to the interconnection agreement shall perform routine inspection and testing of its facilities and equipment in accordance with good utility practice and regulatory requirements to ensure the continued interconnection of the facilities to MATL s transmission system. Page 15 of 20

16 Each party, at its own expense, shall have the right to observe the testing of any other party s facilities and equipment whose performance may reasonably be expected to affect the reliability of the observing parties facilities and equipment. Parties shall give notification in advance of facility and equipment testing. If a party observes any deficiencies or defects or becomes aware of a lack of scheduled maintenance and testing, the observing party shall provide prompt notice under the circumstances. The observed shall make any corrections required in accordance with good utility practices and as required by regulatory agencies Before a requesting party owned facility can be energized, it must pass a final inspection by MATL which will inspect all substation equipment from the point of interconnection to the first piece of protective equipment. In addition, MATL maintains the right to inspect all generator plant facilities prior to synchronizing. The inspection will consist of a visual inspection of all major equipment as well as a review of required test results Communication and Procedures during Normal and Emergency Operating Conditions This section covers all of the requirements for the communication and procedures during normal and emergency operating conditions specified in the NERC Standard FAC Application Guidelines Prompt, precise, and reliable communication is essential during both normal and emergency operating conditions. The operators of all facilities (generation, transmission, and end-users) connected to the MATL transmission system shall provide a contact person for communications. This contact must have the authority to operate the facilities according to the instructions of the appropriate operating entity. Under normal operating conditions, communications with various operating entities shall be by telephone MATL and the requesting party shall maintain communications that shall include, but are not limited to system paralleling or separation, equipment clearances, periodic load reports, maintenance schedules, tagging of interconnection interrupting devices, meter tests, relay tests, billing, and other forms of regular communication During an emergency situation or abnormal operating condition, various communication methods may be used. A 24 hour emergency telephone number Page 16 of 20

17 to contact MATL will be available to the requesting party and MATL will also require a 24 hour emergency number to be provided by the requesting party. Emergency contact lists and emergency protocols will also be developed and reviewed with both parties prior to any emergency in the event the need arises. 5. Studies 5.1 MATL as a Transmission Planner will study the impact of interconnecting new or materially modified Facilities on the Bulk Electric System. This includes interconnecting new generation, transmission, or electricity end-user Facilities and materially modified existing interconnections of generation, transmission, or electricity end-user Facilities MATL shall maintain evidence of the study results showing the reliability impact of the new interconnection, or materially modified existing interconnection, on affected system(s), MATL shall maintain evidence of its analysis showing adherence to applicable NERC Reliability Standards; regional and Transmission Owner planning criteria; and Facility interconnection requirements; MATL shall maintain evidence of steady-state, short-circuit, and dynamics studies, as necessary, to evaluate system performance under both normal and contingency conditions; and MATL shall maintain evidence and document its study assumptions, system performance, alternatives considered and coordinated recommendations. While these studies may be performed independently from the Planning Coordinator the results will be shared and coordinated with MATL s Planning Coordinator MATL as a Transmission Owner shall maintain evidence of provision of requested data such as s or other correspondence and shall ensure coordination and cooperation is documented. The results of the required studies shall be evaluated and coordinated by MATL with its Planning Coordinator as well as other impacted Transmission Owners. 6. Definition Material Modification MATL s technical rationale for determining whether an existing interconnection was materially modified is based upon whether or not the power quality of the MATL system is degraded, the Page 17 of 20

18 reliability or availability of the MATL system is reduced, the operation or flexibility of the MATL system is compromised or restricted, or if the security of the MATL system is threatened. If determination based on engineering judgement reveals any of the previous conditions apply the MATL system shall be considered materially modified 7. Policy Statement It is MATL s policy to maintain system reliability, personnel and equipment safety, and quality of service as new interconnection facilities are added to the MATL transmission System as well as ensure comparability in the requirements imposed upon the various entities seeking to interconnect facilities to the MATL transmission System. 8. Definitions and Acronyms Term Definition AESO Alberta Electric System Operator ALTA AltaLink L.P. BES Bulk Electric System BIL Basic Insulation Levels Contracted Entities Those entities contracted by MATL to perform specific tasks FERC Federal Energy Regulatory Commission FS Interconnection Facilities Study IEEE Institute of Electrical and Electronics Engineer ISO International Organization for Standards LLP Limited liability partnership LTC Load Tap Changers LTD Limited company MATL Montana Alberta Tie Limited MVAR Megavolt-Amp Reactive MW Megawatt NERC North American Electric Reliability Corporation NWMT NorthWestern Energy OATT Open Access Transmission Tariff Requesting Party A requester of a generation, transmission, or end-use connection to the MATL Transmission System SCADA Supervisory Control and Data Acquisition SIS System Impact Study TFO Transmission Facilities Owner Page 18 of 20

19 TO TOP TSP WECC WECC RC Transmission Owner Transmission Operator Transmission Service Provider Western Electricity Coordinating Council Western Electricity Coordinating Council Reliability Coordinator 9. Facility Connection Change Procedure and Availability This document will be reviewed and updated if necessary on a periodic basis not to exceed once every 3 calendar years or upon a revision to NERC FAC Facility Connection Reliability Standard. This document shall be made available to the users of the MATL transmission system, the Western Electricity Coordinating Council, and NERC on request (five business days) and shall be considered published by posting it on the MATL OASIS site. Document Change History Version History Version No Reason For Change Changed By Date 0.1 Initial Draft POWER Review and edit, formatted as per MATL template, added sections , , , , as additional detail 0.3 Additional mark-ups and revision to the interconnection document prior to posting on OASIS Page 19 of 20 Earl F. Cass TranServ Enbridge a Review and additional mark-ups Travis Allen b Review and additional mark-ups Stacy Myers c Additional mark-ups Kevin Burns TranServ 0.4 Added MATL OATT as reference, accepted changes and comments, added change to , policy statement, change requirements, table of contents and removed Appendices by pointing to MATLs OASIS and OATT Earl F. Cass TranServ Official version Enbridge Added section Earl F. Cass TranServ

20