Agenda ma interconnection process Federal Energy Regulatory Commission (ferc) interconnection process at iso-ne



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Agenda

  • MA interconnection process

  • Federal Energy Regulatory Commission (FERC) interconnection process at ISO-NE

  • Appendix – Technical considerations

  • Appendix – Net metering in MA



This morning’s session provides a great safety moment.

  • This morning’s session provides a great safety moment.

    • All the benefits derived from Distributed Generation quickly lose their value if someone is injured as a result of an improper interconnection.




In late 2002, the MA DTE directed the investor owned utilities to commence a collaborative process to propose unified interconnection standards, policies, and procedures for distributed generation.

  • In late 2002, the MA DTE directed the investor owned utilities to commence a collaborative process to propose unified interconnection standards, policies, and procedures for distributed generation.

  • In 2009, DPU approved tariff that included net metering provisions.

  • In the summer of 2012, DPU convened a Distributed Generation Working Group (DGWG) to recommend improvements to the MA DG Tariff. The DGWG, comprised of utility, state and DG community stakeholders, reached consensus on all but one issue and the DPU approved the revised tariff on 3/20/13 and went into effect May 1, 2013.

  • This interconnection standard covers all forms of generation operating in parallel with the grid (it does not apply to emergency generation).







Pre-Application Report

  • Contact Person:

  • Mailing Address:

  • City:

  • Telephone ; E-Mail Address

  • Alternative Contact Information (e.g., system installation contractor or coordinating Facility Information:

  • Proposed Facility Location (street address with cross streets, including town, and a Google Map still picture and GPS coordinates):

  • Generation Type:

  • Size (AC kW):

  • Single or Three Phase Generator Configuration:

  • Stand-alone (no on-site load, not including parasitic load)?

  • If there is existing service at the Proposed Facility site, provide:

    • Interconnecting Customer Account Number
    • site minimum and maximum (if available) current or proposed electric loads
      • Minimum kW:
      • Maximum kW:
  • Is new service or service upgrade needed?



A complete complex application package includes:

  • A complete complex application package includes:

    • All appropriate sections of 4-page application completely filled out. Customer will likely need assistance from vendor/engineer.
    • Copy of Pre-Application Report
    • Application fee $4.50/KW ($300 minimum and $7,500 maximum). This fee covers the initial review. (Proposed change in 2012 raises these costs)
    • Stamped electric one-line diagram, preferably showing relay controls (one copy) (Stamped by Massachusetts Electrical PE)
    • Site diagram (one copy)
    • One copy of any supplemental information (if electronic – single copy acceptable)
    • Identify electric customer and owner of proposed generation
    • Schedule Z if planning to Net Meter
  • Errors or problems with application will slow down the process and “stop the clock”

  • Send Electronic copy of all documents preferred if possible – Easier to distribute, saves paper, and is faster. However, submit first page of application with application fee.







If one or more Screens are not passed, the Company will provide a Supplemental Review Agreement.

  • If one or more Screens are not passed, the Company will provide a Supplemental Review Agreement.

  • Threshold is whether project is less than 67% of minimum load on the feeder

    • Then other screens review voltage quality , reliability and safety to reduce the potential need for impact studies.
    • DPU order allowed for the 67% screen, but requires utilities to document how the use of a 100% screen would change the screening process
  • Customer signs agreement and pays fee for additional engineering time (max fee is now $4,500).

  • The Supplemental Review may be able to determine what impacts the generation system will have and what (if any) modifications are required. If so - an interconnection agreement will be sent to customer detailing:

    • System modification requirements, reasoning, and costs for these modifications
    • Specifics on protection requirements as necessary
  • If Supplemental Review cannot determine requirements, an Impact Study Agreement (or equal) will be sent to the customer. (You shift to the Standard Process.)







  • 1st payment of 25% of estimate is only required within 120 business days of signing an ISA

    • Estimates are only good for 60 business days and we have the right to re-estimate if customer payment is not received before then
    • Company is not obligated to order equipment without receiving “adequate payment” as defined in customer’s ISA
    • Company not required to begin construction prior to receipt of full payment
    • If payment is not made within the applicable timeframe, the Company shall require the Customer to reapply for interconnection.
  • Increased study times for large projects

    • Those that require modification at substation
      • Instead of 55 business days for an Impact Study, now have 75 (2013 and 2014), then to 70 (2015), and then 60 (2016)
    • Projects > $200,000 estimated costs (not including on-site work, metering, recloser, riser pole, etc.)
      • Instead of 30 business day for a Detailed Study, now have 75 (2013 and 2014), then to 70 (2015), and then 60 (2016)
    • Projects > $1 million, all study timelines are by mutual agreement
  • Require more detailed reporting on project status

    • For both studies and construction timelines
    • ISA must include a mutually agreed upon timeline for construction
    • DPU has asked DG WG to investigate an incentive/penalty mechanism to ensure timeline compliance


Regulatory obligation for both the distribution company and the customer

  • Regulatory obligation for both the distribution company and the customer

    • Study times are suspended until such time as company receives the requested info from customer
    • if an applicant requests additional time at or near a milestone, the Company will get additional time to achieve that milestone
    • if an applicant requests a significant project change -- as determined by the distribution company -- the applicant will be required to submit a new interconnection application
    • at any time, an applicant may request a review of time-frame compliance by the distribution company, and the distribution company must respond within ten business days
    • There is a process to remove customers from the “queue” if they don’t abide by the timelines or extensions
    • Customer can request refund of application fee if the Company does not comply with timeline(s)




Application must include information for both generation owner (interconnecting Customer) and electric or retail customer (Customer)

  • Application must include information for both generation owner (interconnecting Customer) and electric or retail customer (Customer)

  • Utility will correspond with owner, customer and installer

    • Listing email addresses for all parties on application makes communication easier and faster
  • Utility will enter into agreement with our electric customer (Attachment G of tariff)

  • *Note: Any Ownership change would require updated documentation submitted to the Utility Company



  • Number of inverters being used not indicated

  • Utility account or meter number not included or incorrect

  • Address of facility not correct

  • Name on application differs from name on utility account

  • Application not signed

  • Ownership of property not identified

  • Not identifying third party ownership of generator



  • New construction or service upgrade

  • Host/Owner misidentification

  • Changing inverter or other equipment

  • Not supplying electrical permit

  • Certificate of Completion (CoC) signed and dated before date given approval to install



Review and replacement of metering, modifications to billing

  • Review and replacement of metering, modifications to billing

  • Modifications to protection systems as required (e.g. replace or install fusing, install switch, modify breaker/recloser set-points, transfer trip, etc.)

  • Larger generators require review by NEPOOL reliability committee and registration with ISO-NE

  • Adding generation asset to geographic information systems, maps, system one-lines, dispatch systems, etc.

  • Publish internal special operating guidelines for utility field personnel on larger generators.

  • Set up future testing for relay protection, meter calibration, insurance tracking, etc.





Submit your interconnection application with National Grid early, during conception phase before committing to buy no matter how simple or small the DG might be.

  • Submit your interconnection application with National Grid early, during conception phase before committing to buy no matter how simple or small the DG might be.

  • You can always request general utility information about a specific location from your utility

  • Large interconnection application take longer to study

  • Stand alone (no load behind the meter) interconnection application take longer to study

  • Interconnection timeframes do not apply to Electric Power System construction if required.



The Interconnection Standard is a wealth of information – get to know it

  • The Interconnection Standard is a wealth of information – get to know it

  • Time frames are standard working days and do not include delays due to missing information or force majeure events

  • Interconnection expenses such as application fees, required studies, potential system modifications and witness tests should be budgeted into each project

  • Consider hiring an engineer to help with interconnection process

  • ISO-NE notification not included in time frame

  • Interconnection applications have increased significantly in the past few years – APPLY EARLY!!!



If the customer will never export power – no concern

  • If the customer will never export power – no concern

  • If under 60 kWs, customer can net usage over billing period

    • Paid average clearing price for load zone for excess
  • If customer will export power – they can sell their exported power to the market through a registered market participant.

    • Customer will need a Qualifying Facility (QF) certificate from FERC for the generator, to “sell” to local utility (Power Purchase Schedule)
      • Receive hourly clearing price for load zone for excess
    • Customer can work with any registered market participants to sell power
    • Customer must pay for all power they use.
    • Energy is netted for each hour, not over the billing period
  • FERC QF page: http://www.ferc.gov/industries/electric/gen-info/qual-fac.asp







MA DG and Interconnection Website: http://sites.google.com/site/massdgic/

  • MA DG and Interconnection Website: http://sites.google.com/site/massdgic/

  • Net Metering Basics: http://sites.google.com/site/massdgic/Home/net-metering-in-ma

  • Interconnection Guide for Distributed Generation (Mass-CEC): http://www.masscec.com/masscec/file/InterconnectionGuidetoMA_Final%281%29.pdf





What are the local rules that apply to DG interconnections?

  • What are the local rules that apply to DG interconnections?

    • National Grid ESB 756 Parallel Generation Requirements
      • Originates from the ESB 750 Series and applicable Company tariffs in each state jurisdiction
      • ESB 756 main document
      • Appendices to ESB 756 for Jurisdictional Requirements
  • Some key factors that influence the revision/update of Electric Service Requirements are:

    • Government
      • DPU (Massachusetts), PSC (NY), and PUC (one each for NH & RI)
      • FERC
      • Federal, State, and Local Laws
      • MA Court Rules: Solar PV Installations are Electrical. PHYSICAL INSTALLATION of PV Systems Must Be Done by LICENSED ELECTRICIANS. [July 2012 ruling by Suffolk Superior Court]
    • Company tariffs
    • Company policies & practices
    • National codes


Key Points for Electric Service Requirements:

  • Key Points for Electric Service Requirements:

    • Require some means of disconnect and main overcurrent protection, i.e., service equipment.
    • Billing meters secure.
    • Interface points clear to avoid potential operating and safety problems.


Technical Process End-to-End (Study to Energization/Synchronization) with National Grid

  • Technical Process End-to-End (Study to Energization/Synchronization) with National Grid

  • Technical Submittals for Utility Review

  • Potential Impacts of Parallel Generation on Distribution Electrical Power Systems (EPS)

  • Limits on National Grid Distribution EPS

    • Radial Systems
    • Network Systems
  • Service Connections of Small Net Metered DGs < 600V

  • Typical Distribution EPS Upgrade Costs for Complex DG Installations



1. Identify the project, Company’s electric service order (ESO) number, location and submitter’s name and address.

  • 1. Identify the project, Company’s electric service order (ESO) number, location and submitter’s name and address.

  • 2. Indicate standard and any non-standard system voltages, number of phases, and frequency of the incoming circuit. Indicate wye and delta systems; show whether grounded or ungrounded.

  • 3. Identify cable, conductors and conduit, the type and number including Point of Common Coupling. (The Company is interested in how the power is getting from the service point to the protective equipment.)



Typical Planning Limits for DG Connection to Radial Distribution Feeder

  • Typical Planning Limits for DG Connection to Radial Distribution Feeder



Anti-Islanding Protection

  • Anti-Islanding Protection

  • The Company’s position is that the interconnection of all parallel generators requires safeguards for synchronization and back-feed situations. A parallel generator is prohibited to energize a de-energized Company circuit.

  • The Company uses three main “tests”; any determine if anti-islanding protection is required for exceeding minimum load issue or a protection issue or operating concern:

    • “Feeder Load versus Generation Test”
    • “Fault Sensitivity Test”
    • “Feeder Selectivity Test”
    • Tips
    • DG Customer’s protective device coordination study demonstrates generation voltage and/or frequency protection will trip within 2.00 seconds for the loss of the utility source.
    • Type-tested inverter-based parallel generation operated in regulated current mode, transient overvoltage protection is required upon detection of an island.
    • When DTT is specified for a parallel generation project, the Company will determine the requirements and responsibilities for equipment, installation, and communications media in the interconnection study.


Unlike radial distribution systems that deliver power to each customer in a single path from source to load, underground secondary area network systems deliver power to each customer through a complex and integrated system of multiple transformers and underground cables that are connected and operate in parallel.

    • Unlike radial distribution systems that deliver power to each customer in a single path from source to load, underground secondary area network systems deliver power to each customer through a complex and integrated system of multiple transformers and underground cables that are connected and operate in parallel.
    • Area Networks consist of one or more primary circuits from one or more substations or transmission supply points arranged such that they collectively feed secondary circuits serving one (a spot network) or more (an area network) electric customers.




The connection of customer DG facilities on networks is an emerging topic, which

    • The connection of customer DG facilities on networks is an emerging topic, which
      • (i) poses some issues for the Company to maintain adequate voltage and worker safety and
      • (ii) has the potential to cause the power flow on network feeders to shift (i.e., reverse) causing network protectors within the network grid to trip open.








December 2009 Net Metering Tariff

  • December 2009 Net Metering Tariff

  • Three Net Metering Classes

    • Class 1: Any generator up to 60 KW is eligible
    • Class 2: Agricultural, solar, or wind net metering facility over 60 KW but less than or equal to 1 MW (for municipal or government it’s “per unit)
    • Class 3: Agricultural, solar, or wind net metering facility over 1 MW but less than or equal to 2 MW (for municipal or government it’s “per unit”)
  • Recent changes

    • limits projects to 2 MWs per parcel of land and a single meter
    • Must apply to the System of Assurance (SofA) at massaca.org for net metering services


Eligible customers can apply by submitting a Schedule Z.

  • Eligible customers can apply by submitting a Schedule Z.

  • Eligibility determined when approved within the SoA

    • Utility can not allow net metering without SofA approval
  • Class 2 and Class 3 will need a production meter on generation.

  • Net Metering is limited to 3% of each utility’s peak MW for private and 3% of peak for public projects – for NG-MA this total limit is 308 MWs.

  • Contribution towards total 6% limit is posted on each utility’s web site and updated monthly

    • As of 4/16, NG-MA is at 94 MWs for the private and of 52 MW toward the public cap


Three Factor Approach (order 11-11C)

  • Three Factor Approach (order 11-11C)

    • Single parcel / single interconnection point / single meter
      • Enacted to limit gaming and limits one meter per parcel of land with a limit of 2 MWs on the parcel for private entities
        • A governmental entity can have a total of 10 MWs of net-metered accounts throughout the state or on a parcel
        • No more 6 – 1 MW projects on a parcel
        • We can not provide more than one interconnection point (POI)
      • In addition, if there’s an existing meter(s) on a parcel, then customer can’t request a meter just for the net metering facility, it must be behind an existing meter
        • Otherwise separate metered project could earn higher credits than if it was behind an existing meter


Net Metering eligibility

  • Net Metering eligibility

    • The DPU ruled in the interconnection tariff order (10-75E) that “Early ISA’s” will NOT meet the executed ISA requirement for entrance into the System of Assurance, and will refer the matter to DPU 11-11 for further investigation.
    • Until such time as the DPU reaches a resolution of the issue, Distribution Companies are directed to clearly mark Early ISAs on the title page and on the signature page with the words “Early ISA” for identification purposes.










Net Metering Tariff requires reporting of generator’s kWH output.

  • Net Metering Tariff requires reporting of generator’s kWH output.

  • Class 1 Facilities to provide in writing by January 31 and September 30

  • Class 2 and Class 3 Facilities may participate in production tracking system (PTS).

    • Mass CEC provided PTS data to the utilities, still working through implementation issues
    • Utility will request data from Class 2 and 3 Facilities


If planning to Net Meter, submit Schedule Z with interconnection application

  • If planning to Net Meter, submit Schedule Z with interconnection application

  • Correctly fill out Schedule Z

    • Name must match electric account of Host Customer
    • Must be signed by Host Customer
  • If allocating, verify name/address/account info of customer(s) – or will need to submit corrected form

  • Production reporting is required.

  • Over 60 kWs require registration as a settlement only generator (SOG) associated ISO OP 18 metering requirements



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