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P1547.1a meeting June 24-25, 2014 Minutes Page 1 IEEE SCC21 Standards Development: P1547.1a (Amendment 1) Working Group Minutes P1547.1a Draft Standard Test Procedures for Equipment Interconnecting Distributed Resources with Electric Power Systems (meeting June 24-25, 2014; Las Vegas NV) The attendees (Attachment A) were welcomed by Tom Basso (SCC21 Vice Chair and P1547.1a Chair), and Jim Daley Chair of IEEE Std 1547.1 (and co-chair of P1547a). Attendees introduced themselves and their affiliations. Tom presented the agenda and IEEE introductory slides (Attachment B). The agenda focus was to establish the P1547.1a pre-ballot draft starting from Draft 3, reviewing the feedback received via the comment sheets, and, establishing final inputs to p1547.1A at this meeting. The project scope and purpose were reviewed reiterating the focus is on P1547.1a test procedures covering P1547a (1547 amendment 1 for voltage regulation, response to area EPS abnormal voltage, and, response to area EPS abnormal frequency). The IEEE required statements about patents, and standards meeting conduct was presented, attendees were asked if they were aware of any patent claims potentially essential to the P1547.1a draft text implementation, and none was identified by attendees. Tom provided an overview of P1547.1a D3 and the recently published IEEE Std 1547a (May 2014, Amendment 1 to IEEE Std 1547). The P1547.1a D3 feedback from the comment sheets was first reviewed and the working group approved revisions were recorded directly into the onsite P1547.1a Draft 3.1. The comment sheet resolutions were not separately recorded but every comment was considered by the working group. The P1547.1a Draft 3.1 and the comments received prior to the meeting will be posted at the P1547.1a password protected web page. At the close of the meeting the contents of the Draft 3.1 appears as follows. P1547.1a Draft 3.1 Contents 5. Type Tests 5.3.3 Active power reduction test where the EUT responds to over frequency 5.3.4 Real power increase test where the EUT responds to under frequency 5.13 Voltage regulation 5.13.1 Test where the EUT responds to variations in voltage 5.13.2 Test to verify EUT responds to manufacturer specified communicated commands and/or settings. 5.13.3 Voltage regulation test where the EUT responds to a time schedule 5.13.4. Test where the reactive power output of the EUT changes with respect to real power output. Annex A.5 Power variation test (stair step function)—general Discussion pursued on the test procedures for IEEE Std 1547a optional functionality of DR to provide modulated power output as a function of area EPS frequency. Various modes for such functionality were debated and the procedures in P1547.1a Draft 3 were revised onsite. The working group agreed the two new P1547.1a tests (5.3.3 and 5.3.4) are adequate to cover the 1547a frequency amendment functionality for power modulation.

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P1547.1a meeting June 24-25, 2014 Minutes Page 1

IEEE SCC21 Standards Development: P1547.1a (Amendment 1) Working Group Minutes P1547.1a Draft Standard Test Procedures for Equipment Interconnecting Distributed

Resources with Electric Power Systems (meeting June 24-25, 2014; Las Vegas NV) The attendees (Attachment A) were welcomed by Tom Basso (SCC21 Vice Chair and P1547.1a Chair), and Jim Daley Chair of IEEE Std 1547.1 (and co-chair of P1547a). Attendees introduced themselves and their affiliations. Tom presented the agenda and IEEE introductory slides (Attachment B). The agenda focus was to establish the P1547.1a pre-ballot draft starting from Draft 3, reviewing the feedback received via the comment sheets, and, establishing final inputs to p1547.1A at this meeting. The project scope and purpose were reviewed reiterating the focus is on P1547.1a test procedures covering P1547a (1547 amendment 1 for voltage regulation, response to area EPS abnormal voltage, and, response to area EPS abnormal frequency). The IEEE required statements about patents, and standards meeting conduct was presented, attendees were asked if they were aware of any patent claims potentially essential to the P1547.1a draft text implementation, and none was identified by attendees. Tom provided an overview of P1547.1a D3 and the recently published IEEE Std 1547a (May 2014, Amendment 1 to IEEE Std 1547). The P1547.1a D3 feedback from the comment sheets was first reviewed and the working group approved revisions were recorded directly into the onsite P1547.1a Draft 3.1. The comment sheet resolutions were not separately recorded but every comment was considered by the working group. The P1547.1a Draft 3.1 and the comments received prior to the meeting will be posted at the P1547.1a password protected web page. At the close of the meeting the contents of the Draft 3.1 appears as follows. P1547.1a Draft 3.1 Contents

5. Type Tests 5.3.3 Active power reduction test where the EUT responds to over frequency 5.3.4 Real power increase test where the EUT responds to under frequency 5.13 Voltage regulation 5.13.1 Test where the EUT responds to variations in voltage 5.13.2 Test to verify EUT responds to manufacturer specified communicated commands and/or settings. 5.13.3 Voltage regulation test where the EUT responds to a time schedule 5.13.4. Test where the reactive power output of the EUT changes with respect to real power output. Annex A.5 Power variation test (stair step function)—general

Discussion pursued on the test procedures for IEEE Std 1547a optional functionality of DR to provide modulated power output as a function of area EPS frequency. Various modes for such functionality were debated and the procedures in P1547.1a Draft 3 were revised onsite. The working group agreed the two new P1547.1a tests (5.3.3 and 5.3.4) are adequate to cover the 1547a frequency amendment functionality for power modulation.

P1547.1a meeting June 24-25, 2014 Minutes Page 2

Discussion on the voltage regulation testing sections (new clause, numbered 5.13) led to working group consensus to add a new fourth category for such testing (5.13.4 Test where the reactive power output of the EUT changes with respect to real power output) in addition to the three categories already in P1547.1a Draft 3 (5.13.1, 5.13.2, and 5.13.3). All four voltage regulation testing categories were then reviewed and harmonized. A new step-wise ramp function for voltage regulation testing was established (Annex A.5). The working group reviewed the new Annex A.5 with feedback provided to that development team for them after the meeting to complete the final formatting and harmonizing of the wording and figure for the new Annex A.5. Some attendees asked about revisiting new tests, and revised test procedures for the EUT response to area EPS abnormal voltage. For example, the concern was raised on potential interactions between various EUT functionalities. As was discussed and agreed upon at prior working group meetings, it was reiterated and agreed that P1547.1a along with existing 1547.1 test procedures already accounts for such potential interaction concerns. Other concerns for new P1547.1a test procedures were also raised. After discussion it was working group consensus agreement such concerns may be valid for new tests, but are not within the P1547.1a scope (addressing IEEE Std 1547a), e.g., tariff, business or contractual based concerns. At the meeting, there was working group consensus agreement that the Draft 3.1 as was drafted and reviewed at this meeting, is mature enough that another working group meeting is not necessary to establish WG agreement to go to ballot. Next actions In closing, the following next actions were discussed with tentative timeline to go to ballot this summer. The IEEE ballot pool will be formed; invitation will go out to the listserv and to numerous others who have expressed interest in P1547.1a. Tom Basso will compile and post the Draft 3.1 for working group review. Contingent on WG feedback, Tom will incorporate non-technical changes and proceed to ballot. If technical changes are warranted, perhaps a webinar or an electronic ballot of the working group members would be conducted to establish ballot readiness. Then after IEEE mandatory editorial coordination review (e.g., IEEE style and formatting, and legal review) the P1547.1a ballot would proceed later this summer. The attendees were thanked for their participation. We look forward to your continued participation to contribute to IEEE standards development. The meeting was adjourned around 11:30 am. Respectfully submitted, Tom Basso, Chair P1547.1a, and Jim Daley IEEE Std 1547.1 Chair. --------------------------- ------------------------------------------------

P1547.1a meeting June 24-25, 2014 Minutes Page 3

Attachment A – Attendees P1547.1a Working Group Meeting June 24-25, 2014

First Name Last Name Company Name Daniel Arjona Idaho Power Dillon Ashton Nextronex, Inc. Ben Baczenas Schneider Electric Thomas Basso National Renewable Energy Laboratory John Berdner Enphase Energy Edwin Briggs CenterPoint Energy Leo Casey Google Inc. Sudipta Chakraborty NREL James M Daley Facilities Electrical Consulting Services Richard DeBlasio NREL Joseph Debs NU / CL&P Mamadou Diong Dominion Virginia Power Jonathan Ehlmann SolarBridge Technologies Darrell Furlong Gridco Systems Sigifredo Gonzalez Sandia National Laboratories Jason Gunawardena Salt River Project Amir Hajimiragha GE Digital Energy Josh Hickman SMA America Aminul Huque EPRI Chinedu Igokwe Solectria Renewables LLC Ruben Inzunza TMEIC Hiroshi Irie Mitsubishi Research Institute Gerald Johnson Basler Electric Ben Kazimier Basler Electric John Klingel Kato Engineering John Kotula Dominion Virginia Power Divya Kurthakoti Siemens Corporation Eddy Lim Federal Energy Regulatory Commission Haiwen (Howard) Liu Intertek Henry Lomasney Sandia Solar Technology Brian Lydic Fronius USA Lyman Morikawa Morikawa & Associates, LLC Vishal Patel Southern California Edison Dennis Pearson Woodward Roger Salas SCE Karl Schoder The Center for Advanced Power Systems Ulrich Schwabe Alencon Acquisition Co., LLC

P1547.1a meeting June 24-25, 2014 Minutes Page 4

First Name Last Name Company Name Ron Shipman Oncor Electric Delivery Mark Siira ComRent International Jim Sprecher Sunverge Energy Emma Stewart Lawrence Berkeley National Laboratory Philip Undercuffler OutBack Power Robert White ABB Solar Product Group Tim Zgonena UL

P1547.1a meeting June 24-25, 2014 Minutes Page 5

Attachment B – Introductory Slides and Agenda

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IEEE SCC21 Standards Development

P1547.1a Working Group Meeting June 24-25, 2014, Las Vegas NVhttp://grouper.ieee.org/groups/scc21/1547.1a/1547.1a_index.html

P1547 Working Group Meeting June 26-27, 2014, Las Vegas NV

P1547.1a Amendment 1 to IEEE Std 1547.1-2005

Chair Tom Basso, [email protected]

Jim Daley, IEEE Std 1547.1 Chair

SCC21 Chair: Dick DeBlasio

Justin Caso, IEEE Standards Dept.

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P1547.1a Amendment 1 to IEEE Std 1547.1 Scope of amendment 1 project:

This IEEE P1547.1a Amendment 1 establishes test regimens to verify interconnection systems conformance to IEEE Std 1547 Amendment 1 for voltage regulation, and response to area EPS abnormal conditions of voltage and frequency. Additionally, this P1547.1a may consider other testing changes that may be necessary in response to updates under the 1547 Amendment 1. Purpose of amendment 1: unchanged from 1547.1Interconnection equipment that connects DR to an electric power system (EPS) must meet the requirements specified in IEEE Std 1547. Standardized test procedures are necessary to establish and verify compliance with those requirements. These test procedures must provide both repeatable results, independent of test location, and flexibility to accommodate the variety of DR technologies.

P1547.1a meeting June 24-25, 2014 Minutes Page 6

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Tues. 6/24/14 8 am – 8:30 am Check in 8:30 am – 9:00 Welcome: opening of meeting – scope and purpose;

IEEE required statements; agenda; past minutes. 9 –10 (15 m break) P1547.1a (Amendment 1) D3 and feedback

10:15 – 11:45 Review/discussion for completing pre-ballot draft 3.1 11:45 am – 1pm Lunch on your own 1 – 4:30 (15 m break) Review/final draft revisions for completing pre-ballot

draft 3.1 4:30 pm – 5 pm Day’s summary; end for day

Agenda – P1547.1a Amendment 1 (test procedures) Jun 24-25, 2014 sign in 8 am; Tuesday end 5 pm and Wed. adjourn noon)

Wed. 6/25/14 8am – 8:30am Check in 8:30 am – 9 am Questions? 9 – 11:30(break 10 to 10:20)

P1547.1a D3.1; review, & final draft revisions

11:30 – noon Next steps; schedule: webinars; Ballot summer/fall?

Noon Adjourn -- THANK YOU!

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Thurs. 6/26/14 8 am – 8:30 am Check in 8:30 am – 9:00 Welcome: opening of meeting – scope and purpose; IEEE

required statements; agenda; past minutes.

9 –10 (10 – 10:15 break)

P1547 working group summary logistics, e.g., Vice Chairs, subgroup task forces, writing group.

10:15 – 11:45 Review/revise P1547 working group resource document

11:45 am – 1pm Lunch on your own 1 pm – 4:30 pm (15 m break)

Review/revise P1547 working group resource document

4:30 pm – 5 pm Day’s summary; end for day

Agenda – P1547 (full revision) Jun 26-27, 2014 sign in 8 am; Thurs. end 5 pm and Fri. adjourn noon)

Fri. 6/27/14 8am – 8:30am Check in 8:30am – 9 am Questions? 9 – 11:00(break 10 to 10:20)

Review/revise P1547 working group resource document

11:00 – noon Next steps; schedule: webinars; next meetings. Noon Adjourn -- THANK YOU!

P1547.1a meeting June 24-25, 2014 Minutes Page 7

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Participants, Patents, and Duty to InformAll participants in this meeting have certain obligations under the IEEE-SA Patent Policy. Participants: “Shall inform the IEEE (or cause the IEEE to be informed)” of the identity of

each “holder of any potential Essential Patent Claims of which they are personally aware” if the claims are owned or controlled by the participant or the entity the participant is from, employed by, or otherwise represents

“Personal awareness” means that the participant “is personally aware that the holder may have a potential Essential Patent Claim,” even if the participant is not personally aware of the specific patents or patent claims

“Should inform the IEEE (or cause the IEEE to be informed)” of the identity of “any other holders of such potential Essential Patent Claims” (that is, third parties that are not affiliated with the participant, with the participant’s employer, or with anyone else that the participant is from or otherwise represents)

The above does not apply if the patent claim is already the subject of an Accepted Letter of Assurance that applies to the proposed standard(s) under consideration by this group

Quoted text excerpted from IEEE-SA Standards Board Bylaws subclause 6.2 Early identification of holders of potential Essential Patent Claims is strongly

encouraged No duty to perform a patent search

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Patent Related LinksAll participants should be familiar with their obligations under the IEEE-SA Policies & Procedures for standards development.Patent Policy is stated in these sources:

IEEE-SA Standards Boards Bylawshttp://standards.ieee.org/guides/bylaws/sect6-7.html#6IEEE-SA Standards Board Operations Manualhttp://standards.ieee.org/guides/opman/sect6.html#6.3

Material about the patent policy is available athttp://standards.ieee.org/board/pat/pat-material.html

If you have questions, contact the IEEE-SA Standards Board Patent Committee Administrator at [email protected] or visit http://standards.ieee.org/board/pat/index.html

This slide set is available at http://standards.ieee.org/board/pat/pat-slideset.ppt

P1547.1a meeting June 24-25, 2014 Minutes Page 8

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Call for Potentially Essential Patents

If anyone in this meeting is personally aware of the holder of any patent claims that are potentially essential to implementation of the proposed standard(s) under consideration by this group and that are not already the subject of an Accepted Letter of Assurance: Either speak up now or Provide the chair of this group with the identity of the

holder(s) of any and all such claims as soon as possible or Cause an LOA to be submitted

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Other Guidelines for IEEE WG Meetings All IEEE-SA standards meetings shall be conducted in compliance with

all applicable laws, including antitrust and competition laws. Don’t discuss the interpretation, validity, or essentiality of patents/patent

claims. Don’t discuss specific license rates, terms, or conditions.

Relative costs, including licensing costs of essential patent claims, of different technical approaches may be discussed in standards development meetings.

Technical considerations remain primary focus

Don’t discuss or engage in the fixing of product prices, allocation of customers, or division of sales markets.

Don’t discuss the status or substance of ongoing or threatened litigation. Don’t be silent if inappropriate topics are discussed … do formally object.

---------------------------------------------------------------See IEEE-SA Standards Board Operations Manual, clause 5.3.10 and “Promoting Competition and Innovation:

What You Need to Know about the IEEE Standards Association's Antitrust and Competition Policy” for more details.

P1547.1a meeting June 24-25, 2014 Minutes Page 9

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IEEE Standards Classification Standard: documents with mandatory requirements

(shall)

Recommended Practice: documents in which

procedures and positions preferred

by the IEEE are presented (should)

Guide: documents in which alternative (different) approaches to good practice are suggested but no clear-cut recommendations are made (may)

IEEE Style Example Word Usage

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“Shall” indicates mandatory requirements (shall equals “is required to”).

“Should” is used to indicate a recommendation (should equals “is recommended that”). Should indicates that among several possibilities one is recommended as particularly suitable, without necessarily mentioning or excluding others; or, should indicates a certain course of action is preferred but not necessarily required.

“May” is used to indicate a course of action permissible within the limits of the standard (“may equals is permitted to”).

“Can” is used for statements of possibility and capability, whether material, physical, or causal (“can equals is able to”).

Note: (a) use of the word “must” is deprecated and shall not be used when stating mandatory requirements; must is used only to describe unavoidable situations. (b) use of the word “will” is deprecated and shall not be used when stating mandatory requirements; will is only used in statements of fact.

P1547.1a meeting June 24-25, 2014 Minutes Page 10

1547- 2008/2014 Standard for Interconnecting Distributed Resources with Electric Power Systems (1547a-2014 -- Amendment 1 published May 2014)

1547.1 - 2011 Conformance Test Procedures for Equipment Interconnecting DR with EPS Reaffirmed in 2011

1547.2 - 2008 Application Guide for IEEE 1547 Standard for Interconnection of DR with EPS

1547.3 - 2007 Guide for Monitoring, Information Exchange and Control of DR

1547.4 - 2011 Guide for Design, Operation, & Integration of Distributed Resource Island Systems with EPS

1547.6 - 2011 Recommended Practice for Interconnecting DR With EPS Distribution Secondary Networks

IEEE 1547 Interconnection Standards

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1547.7 – 2014 Guide to Conducting Distribution Impact Studies for DR Interconnection

P1547.8 Recommended Practice for Establishing Methods and Procedures that Provide Supplemental Support for Implementation Strategies for Expanded Use of IEEE Standard 1547 – ballot closes early summer 2014

P1547.1a Amendment 1 (12/2013; 2/2014; 6/2014; ballot summer 2014?

P1547 (full revision) Draft Standard for Interconnection and Interoperability of Distributed Energy Resources With Associated Electric Power Systems Interfaces

Recent and Next Actions (201406)

7/18/201412

• IEEE 1547a Amendment 1 Published May 2014 (Voltage regulation, response to area EPS abnormal conditions of V and frequency).

• P1547 (full revision) inaugural meeting held April 2014. • P1547.8 (recommended practice: ”how-to extend

1547-2003”) ballot planned summer 2014------------------ --------------------------------• P1547 meeting week of Nov 4 (3 days; Tentative --

Atlanta GA, facilities sponsored by NERC) • IEEE/SCC21 Workshop on P1547.1 (full revision)

project workshop – TENTATIVE: 2 days, IEEE HQ locale)

P1547.1a meeting June 24-25, 2014 Minutes Page 11

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IEEE 1547 Series Web Site 1547 series public Web site

http://grouper.ieee.org/groups/scc21/dr_shared/

Meeting information Registration Information Agenda – for most recent meeting Minutes Listserv – listserv archived e-mails

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P1547.1a IEEE ListServListServ is for IEEE standards development use only. IEEE code of ethics identified in information file sent to each

subscriber.

To: [email protected]: [email protected] Only subscribers can send to the list. Exchanges between individuals

and among your self-established small groups are encouraged.

ListServ e-mails are immediately sent to all subscribers.Reply to all – sent to allReply to sender – only sent to sender

E-mail to listserv is auto-archived at P1547.1a Work Group Area (public page) at ListServ

Archived e-mails can be viewed under Subject Thread or Date Thread.

P1547.1a meeting June 24-25, 2014 Minutes Page 12

P1547 PAR (full revision)

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Title. IEEE Std 1547 Standard for Interconnection and Interoperability of Distributed Energy Resources With AssociatedElectric Power Systems Interfaces

Scope. This standard establishes criteria and requirements for interconnection of distributed energy resource (DER) with electric power systems (EPS), and associated interfaces.

Purpose. This document provides a uniform standard for the interconnection and interoperability of distributed energyresources (DER) with electric power systems (EPS). It provides requirements relevant to the interconnection and interoperability performance, operation, and testing, and, to safety, maintenance and security considerations of the interconnection.

interface: a logical interconnection from one entity to another that that supports one or more data flows implemented with one or more data links. (std 2030)

interoperability: the capability of two or more networks, systems, devices, applications, or components to externally exchange and readily use information securely and effectively. (std 2030)