Distributed Resource

Technical Interconnection Guideline

Prepared by the Northwest Territories Power Corporation

 TABLE OF CONTENTS

1.0 INTRODUCTION........................................................................................1

2.0 LIMITATIONS ............................................................................................2

3.0 DEFINITIONS ............................................................................................2

4.0 GENERAL INTERCONNECTION AND PROTECTION REQUIREMENTS

...................................................................................................................4
4.1 Distribution System ....................................................................................5
4.1.1 System Frequency .....................................................................................5
4.1.2 Voltage Regulation.....................................................................................5
4.1.3 Power Quality.............................................................................................5
4.1.4 Voltage Unbalance.....................................................................................5
4.1.5 Fault Levels................................................................................................6
4.1.6 System Grounding .....................................................................................6
4.1.7 Fault and Line Clearing ..............................................................................6
4.2 Generating Facility .....................................................................................6
4.2.1 Mitigation of Adverse Effects......................................................................6
4.2.2 Synchronism ..............................................................................................6
4.2.3 Voltage Regulation and Power Factor........................................................7
4.2.4 Frequency Control......................................................................................8
4.2.5 Voltage Unbalance.....................................................................................8
4.2.6 Resonance and Self Excitation of Induction Generators ............................9
4.3 Interconnection...........................................................................................9
4.3.1 Safety .........................................................................................................9
4.3.2 Point of Common Coupling ........................................................................9
4.3.3 Point of Disconnection .............................................................................10
4.3.4 Phasing ....................................................................................................11
4.3.5 Interconnection Grounding .......................................................................12
4.3.6 Interrupting Device Ratings ......................................................................12
4.3.7 Phase and Ground Fault Protection .........................................................12
4.3.8 Over-voltage and Under-voltage Protection .............................................13
4.3.9 Over Frequency and Under Frequency Protection...................................13
4.3.10 Anti-Islanding ...........................................................................................13
4.3.11 Telemetry and Targeting ..........................................................................14
4.3.12 Requirements for Transfer Trip ................................................................14
4.3.13 Special Interconnection Protection...........................................................15
4.3.14 Flicker ......................................................................................................15
4.3.15 Harmonics ................................................................................................15
4.3.16 Protection from Abnormal Conditions.......................................................16
4.3.17 Self Excitation ..........................................................................................16
4.3.18 Inadvertent Energization of the Wires Owners Facilities .........................17
4.3.19 Protection from Electromagnetic Interference ..........................................17
4.3.20 Surge Withstand Performance .................................................................17
4.3.21 Synchronization........................................................................................17
4.4 Typical Interconnection Requirements .....................................................17
4.4.1 Single-Phase Generators .........................................................................17
4.4.2 Three-Phase Synchronous Generators....................................................18
4.4.3 Three-Phase Induction Generators and Inverter Systems .......................18
4.4.4 Generators Paralleling for 6 cycles or less (Closed Transition Switching)18
4.4.5 Mitigation of Protection System Failure ....................................................19
4.4.6 Maximum Generator Power to be Exported .............................................19
4.5 Interconnection Protection Approval ........................................................19

5.0 CONSTRUCTION ....................................................................................20

5.1 General ....................................................................................................20

6.0 METERING ..............................................................................................20

6.1 General ....................................................................................................20
6.2 Meter Requirements.................................................................................21
6.3 Measurement Transformers .....................................................................22
6.4 Remote Communications Equipment.......................................................22
6.5 Quadrants to be Measured.......................................................................22
6.6 Safety Requirements................................................................................22

7.0 INSPECTION AND TESTING ..................................................................23

7.1 General ....................................................................................................23
7.2 Type Testing ............................................................................................24
7.3 Verification Testing...................................................................................24
7.3.1 Protective Function Tests.........................................................................25
7.3.2 Verification of Final Protective Settings Test ............................................25
7.3.3 Hardware or Software Changes ...............................................................25
7.4 Switchgear and Metering..........................................................................26

8.0 DATA REQUIREMENTS .........................................................................26

9.0 MARKING AND TAGGING......................................................................27

10.0 MAINTENANCE.......................................................................................27

11.0 TABLES...................................................................................................28
1.0 INTRODUCTION

This guideline sets out the criteria and technical requirements for interconnection
of a Distributed Resource (DR) operating at a voltage of 25,000 volts or lower
(that is not exclusively owned by the Wires Owner) to a Wires Owners facilities.
DR includes both generation and energy storage technology. This guideline
provides the requirements across a broad spectrum of matters relevant to
performance, operation, testing, safety and maintenance of a DR
interconnection. This guideline has been developed with reference to
international standards, including the Institute of Electrical and Electronic
Engineers (IEEE), as well as utility practices in other jurisdictions.

The addition of a DR to a Distribution System may result in a change to the

Distribution System configuration and hence system reliability. Achieving and
maintaining a technically sound and robust interconnection between a DR and
the Distribution System requires diligence on the part of everyone involved in the
interconnection, including designers, manufacturers, users, owners and
operators of both the DR and the Distribution System. Consequently, the
requirements in this guideline need to be understood and cooperatively complied
with by all of those parties.

This guideline does not constitute and is not intended to be a comprehensive

guide or handbook for designing, constructing or operating a DR. Persons
considering the development of a DR should engage the services of qualified
individuals to provide electrical design and consulting services. Further, this
guideline does not constitute an offer to, or express an interest in, purchasing
capacity and energy from DR projects. Commercial arrangements related to the
delivery of electrical energy and capacity from DR projects must be discussed
and agreed upon with the relevant Wires Owner.

Section 2 of this guideline sets out further cautions respecting the limitation of
use of this guideline. Section 3 provides definitions for the terms and references
used in this guideline. Section 4 sets out general interconnection and protections
requirements. Section 5 addresses construction requirements. Section 6
provides metering requirements. Section 7 addresses inspection and equipment
testing matters. Section 8 provides the data requirements for approval of DR
projects. Section 9 addresses equipment marking and tagging. Section 10
specifies the maintenance requirements. Section 11 contains various tables
which list interconnection protection requirements. Lastly, the Appendices set
out (1) the applicable codes and standards, (2) single line drawings illustrating
typical interconnection arrangements, (3) metering accuracy tables and (4)
reference notes.

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2.0 LIMITATIONS

The criteria and requirements in this guideline are applicable to all DR

technologies and the primary and secondary voltages of a Distribution System.
Installation of a DR on radial primary and secondary Distribution Systems is the
main emphasis of this version. In addition, the requirements shall be met at the
Point of Common Coupling (PCC), although the location of the protective
devices may not necessarily be at that point.

This guideline is a minimum requirement for the interconnection of a DR.

Additional requirements may have to be met by both the DR Owner and the
Wires Owner to ensure that the final interconnection design meets all local and
national standards and codes, and that the design is safe for the intended
application.

The Wires Owner shall not be liable for any damage, injury, loss, costs or claims
suffered or incurred by the DR Owner, its agents or employees as a result of this
standard. The DR Owner shall not be liable for any damage, injury, loss, costs or
claims suffered or incurred by the Wires Owner, its agents or employees as a
result of this standard. This guideline does not address any liability provisions
provided for elsewhere, such as in interconnection and operating agreements
between the DR Owner and the Wires Owner, or the Wires Owners tariff.

The DR Owner is also responsible for making required changes to the DR

Owners facilities as required to meet new or revised standards or due to system
changes. In addition, when advised by the Wires Owner, the DR Owner will
make changes requested by the Wires Owner to the DR Owners facilities.
Therefore the DR Owner must make provision to accommodate such changes
efficiently. The DR Owner shall be responsible for the cost of any required
changes, including those changes requested to be made by the Wires Owner.

This guideline does not absolve the DR Owner of responsibility to protect their
equipment, the Wires Owners equipment, and personal and public safety.

3.0 DEFINITIONS

Alternating Current or AC means an electric current that reverses direction

at regularly recurring intervals of time and has alternating positive and negative
values.

Anti-Islanding means system design to detect and disconnect from a stable

unintended Island with matched load and generation. Reliance solely on
under/over voltage and frequency trip is not considered sufficient to qualify as
Anti-Islanding.

ANSI means American National Standards Institute.

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CSA means the Canadian Standards Association.

Direct Current or DC means a unidirectional electric current in which the

changes in value are either zero or so small that they may be neglected.

Distributed Generation or DG means electric generation facilities connected

to a Distribution System through the PCC. DG is a subset of DR.

Distributed Resource or DR means sources of real electric power that are

not directly connected to the bulk power transmission system, including both
generation and energy storage technology.

Distribution System means any facilities that operates at a nominal voltage of

25,000 volts or lower and that allow electric power to be delivered to a load,
regardless of ownership.

DR Owner means anyone interconnected to the Wires Owners system for the
purpose of generating electric power.

Hertz or Hz means the unit of frequency for alternating current.

IEEE means the Institute of Electrical and Electronic Engineers.

Island(ing) means a condition in which a portion of the Wires Owners system

is energized by one or more DR Owner generators through their PCC(s) while
electrically separated from the rest of the Wires Owners system.

Parallel Operation means, with reference to the Wires Owner, any electrical
connection between the Wires Owner and the DR Owners generation
equipment.

Point of Common Coupling or PCC means the point where the electrical
facilities or conductors of the Wires Owner are connected to the DR Owners
facilities or conductors, and where any transfer of electric power between the DR
Owner and the Wires Owner takes place.

OCR means oil circuit re-closure.

Operation Indicator (Target) means a supplementary device operated either

mechanically or electrically, to indicate visibly that the relay or device has
operated or completed its function.

Stabilized means the state of the Distribution System after voltage and
frequency have returned to normal range for a period of at least five minutes (or
another period of time as coordinated with the Wires Owner) following a
disturbance.

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Telemetering means the transmission of measurable quantities using
telecommunications techniques.

Trip Time means the time between the start of the abnormal condition and the
interconnection device ceasing to energize the Wires Owners Distribution
System.

Visible-break Disconnect means a disconnect switch or circuit breaker by

means of which the generator and all protective devices and control apparatus
can be simultaneously disconnected under full load entirely from the circuits
supplied by the generator. The switch or breaker shall be provided with the
means for adequate visible inspection of all contacts in the open position, and the
blades or moving contacts shall be connected to the generator side.

voltage means the electrical force or potential that causes a current to flow in a
circuit measured in Volts (V) or kiloVolts (kV). 1 kV = 1000 V.

Wires means the electric utility distribution system below 25 kiloVolts to which
the generation equipment is interconnected.

Wires Owner means the electric utility which owns the Distribution System.

4.0 GENERAL INTERCONNECTION AND PROTECTION REQUIREMENTS

The DR Owners generation and interconnection installation must meet all

applicable national, provincial and local construction and safety codes.

Any DR Owner may operate 60 Hertz, three phase or single phase generating
equipment, in parallel with the Wires Owners System and in accordance with
interconnection and operating agreements with the Wires Owner, subject to the
equipment and DR Owner meeting or exceeding the requirements of this
guideline and the Wires Owners approval.

The following three sections, 4.1, 4.2, and 4.3, define the system technical
requirements. The DR Owners equipment must be able to operate within the
ranges specified in section 4.1. The technical requirements to be met by the DR
Owner are described in section 5.2. Section 5.3 provides the technical
requirements to be met by the facilities interconnecting the producing facility and
the distribution system.

These requirements promote safe operation and minimize the impact on the
electrical equipment in the Wires Owners system and its other customers.
These guidelines are not intended to provide protection for the DR Owners
generation equipment. It is the responsibility of the DR Owner to provide such
protection. The DR Owner is responsible for protecting the DR Owner's
generating equipment in such a manner that Distribution System outages, short
circuits or other disturbances, including excessive zero sequence currents and

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ferro-resonant over-voltages, do not damage the DR Owner's generating
equipment. The DR Owner's protective equipment shall also prevent excessive
or unnecessary tripping that would affect the Wires Owner's system reliability and
power quality to other customers as required in this guideline.

The DR Owner is required to install, operate and maintain in good order and
repair at all times in conformity with good electrical practice the facilities required
by this guideline for the safe parallel operation with the Wires Owners system.
Refer to Tables 1, 2 and 3 and Appendix 2 for summary tables & single line
diagrams showing typical interconnection protection requirements.

4.1 Distribution System

4.1.1 System Frequency

The Northwest Territories interconnected system operates at 60 Hertz (Hz)

Alternating Current (AC). Frequency deviations are typically 59.0 Hz to 61.0 Hz
for small contingencies that cause modest disturbances, but where the Northwest
Territories interconnected system remains intact.

4.1.2 Voltage Regulation

CSA Standard CAN3 C235 83 - Preferred Voltage Levels for AC Systems 0 to

50,000 V provides general guidance as to appropriate performance.

4.1.3 Power Quality

All interconnected equipment must comply with the Wires Owner's standards for
power quality. The following industry standards may provide guidance as to
appropriate performance:

Voltage Flicker - IEEE Std. 519-1992 IEEE Recommended

Practices and Requirements for Harmonic Control in Electrical
Power Systems; and

Harmonics - IEEE Std. 519-1992 IEEE Recommended Practices

and Requirements for Harmonic Control in Electrical Power
Systems.

4.1.4 Voltage Unbalance

Phase to phase voltage unbalance can be expected on the primary distribution

system. During normal steady state operation, phase to phase voltage
unbalance is normally less than 3%. In some remote locations, unbalances may
be higher. The DR Owner should consult with the Wires Owner to obtain site
specific details.

Voltage unbalance is defined as follows:

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 Unbalance (%) = 100 x (maximum deviation from average phase voltage)
Average phase to phase voltage

4.1.5 Fault Levels

Fault levels and maximum allowable fault levels, vary significantly through a
Distribution System and must be considered in the design of the interconnection.
Fault levels and X/R ratios must be evaluated for the equipment selected.

4.1.6 System Grounding

Distribution facilities are typically operated as effectively (solidly) grounded and

Wye-connected at the source substation bus. Other configurations are
occasionally found. Distribution System grounding must conform to the Alberta
Electrical and Communication Utility Code, 2nd Edition, 2002, declared in force
pursuant to the Electrical Code Regulation, Alta. Reg. 145/2002, as amended or
replaced.

4.1.7 Fault and Line Clearing

To maintain the reliability of the Distribution System, the Wires Owner may use
automatic re-closing. The DR Owner needs to take into consideration line re-
closing when designing generator protection schemes. This is to ensure that the
generator is disconnected from the Distribution System prior to automatic re-
close of breakers. The DR Owner may reconnect when the Distribution System
voltage and frequency return to normal range and is stabilized. To enhance
reliability and safety and with the Wires Owners approval, the DR Owner may
employ a modified relay scheme with tripping or blocking using communications
equipment between the DR Owners and the Wires Owners facilities.

4.2 Generating Facility

4.2.1 Mitigation of Adverse Effects

Adding a generating facility can adversely affect the electric service to existing or
future electric customers. The DR Owner shall work with the Wires Owner to
mitigate any adverse affects.

If the generating facility is affecting customers adversely, the Wires Owner may
disconnect it until such time as the concern has been mitigated. The DR Owner
will be responsible for any costs incurred as a result of these actions.

4.2.2 Synchronism

Any generating facility that can create a voltage while separate from the electric
system must have synchronization facilities to allow its connection to the electric
system.

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Inverter-type, voltage-following equipment that cannot generate a voltage while
separate from the electric system does not require synchronization facilities. Nor
do induction generators that act as motors during start-up, drawing power from
the electric system before they themselves generate power.

The DR Owner has the responsibility to synchronize and maintain

synchronization to the Wires Owners system. The Wires Owner cannot
synchronize to the generating facility. A proposed synchronizing scheme must
be submitted by the DR Owner and outlined in interconnection and operating
agreements with the Wires Owner.

Distribution and transmission facilities typically allow for automatic re-closing of

electrical circuits after a variable time delay. The DR Owner is responsible for
protecting their own facility from the impacts of such re-closing.

Generators can automatically restart following automatic re-closing of distribution

facility electrical equipment if agreed to by the Wires Owner. Generators that
automatically restart must have time delay on restart adjustable as agreed to by
the Wires Owner. The Wires Owner will coordinate the settings of generator
restart time-delays so that generators on any individual feeders restart in
staggered order.

4.2.3 Voltage Regulation and Power Factor

The DR Owner shall be responsible for ensuring that the voltage levels at the
PCC are maintained within the guidelines prescribed by the Wires Owner and/or
at least equal to the voltage levels, during feeder peak load conditions, prior to
the interconnection.

Synchronous generators connected to the Distribution System must be equipped

with excitation controllers capable of controlling voltage. The generator-bus
voltage set-point shall be stable at and adjustable to any value between 95% and
105% so that the Wires Owner can maintain CSA standard voltage limits on its
system.

Induction generators do not have voltage or reactive power control and consume
reactive power. In this case, the generator must provide reactive compensation
to correct the power factor to 0.90 at the PCC, unless other terms are
negotiated with the Wires Owner.

Inverter-type generating equipment can control the power factor over a wide
range, typically 0.75. An inverter type generator connected to the distribution
facility must be capable of adjusting the power factor in the range of +/- 0.9. The
DR Owner may operate outside that range by agreement with the Wires Owner.

The Wires Owner will define voltage and reactive power control requirements on
a project-by-project basis. Together, the DR Owner and the Wires Owner will

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identify the exact transformer ratio to allow best voltage regulation on the system,
and whether an on-load tap-changer is needed.

In order to coordinate with its existing voltage control devices, the Wires Owner
may require that the generator operate in a power factor control mode (i.e. within
a constant power factor set-point range). The voltage/power factor regulator
shall be capable of controlling the power factor of the generator between +0.90
and -0.90. The Wires Owner shall determine the actual set point between these
limits.

In power factor control mode, the voltage regulator shall have a voltage override
that causes it to reduce excitation if the voltage at the PCC exceeds an upper
limit to be specified by the Wires Owner. The normal upper limit is 105% of
nominal, however, the voltage regulator shall have provision to adjust this upper
limit between 100 and 110% of nominal. The voltage regulator shall also have
provision for a time delay between sensing an excursion of the upper voltage and
initiating control action. The power factor control equipment shall have provision
to allow for the adjustment of this time delay between 0 and 180 seconds. The
Wires Owner will specify the required time delay.

4.2.4 Frequency Control

A DG must remain synchronously connected for frequency excursions as

identified in this guideline and the table below.

For generators connected to the Wires Owner, Islanded operations are not
allowed (see section 4.3.10). Generators that serve remote isolated systems
must be capable of controlling the frequency of the system to between 59.0 Hz to
61.0 Hz for normal operation. Under certain operating conditions, frequency
tolerances may need to be operated within a smaller bandwidth.

The frequency of the electric system is controlled by all synchronous generator

governor systems that connect to the electric system. Such governor systems
respond automatically to changes in system frequency to prevent further
deviation. Synchronous generators and other generators with stand-alone
capability and significant capacity in relation to the current systems installed
capacity must have a speed droop governor. The droop setting of the governor
shall be 5% and the governor system must be operated at all times so that it is
free to respond to system frequency changes. If a 5% setting is not possible, the
DR Owner must obtain approval from the Wires Owner for an alternate droop
setting.

4.2.5 Voltage Unbalance

Any three-phase generating facility must have a phase-to-phase voltage

unbalance not exceeding 1%, as measured both with no load and with balanced
three-phase loading. Voltage unbalance will be calculated using:

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 Unbalance (%) = 100 x (maximum deviation from average phase voltage)
Average phase to phase voltage

Single-phase generators must not adversely unbalance the three-phase system.

When they are connected in multiple units, an equal amount of generation
capacity must be applied to each phase of a three-phase circuit, and the group of
generators must maintain balance when one unit trips or begins generating
before or after the others. A single one-phase generator may be connected
alone only if it does not cause voltage unbalance on the distribution system in
excess of 2%.

4.2.6 Resonance and Self Excitation of Induction Generators

Resonance should be considered in the design of the DR Owners facility, as

certain resonance can cause damage to existing electrical equipment, including
the electrical equipment of the DR Owner. Engineering analysis by the DR
Owner should be a part of the design process to evaluate and eliminate the
harmful effects of:

ferro-resonance in the transformer (see Appendix 4, Note 1);

sub-synchronous resonance due to the presence of series

capacitor banks (see Appendix 4, Note 2); and

resonance with other customers' equipment due to the addition of

capacitor banks to the distribution system (see Appendix 4, Note 3).

In the event that an induction generator is used by the DR Owner, the adverse
effects of self-excitation of the induction generator during Island conditions
should be assessed and mitigated. The intent is to detect and eliminate any self-
excited condition (see Appendix 4, Note 4).

The engineering analysis of resonance and the assessment of the effect of self-
excitation of induction generators should be submitted to the Wires Owner for
their approval or further evaluation.

4.3 Interconnection

4.3.1 Safety

Safety of personnel, the public and of equipment is of primary concern in the

design of the interconnection.

4.3.2 Point of Common Coupling

The Point of Common Coupling or PCC is the point where the Wires Owners
electrical facilities or conductors are connected to the DR Owners facilities or
conductors, and where any transfer of electric power between the DR Owner and

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the Wires Owner takes place. The PCC will be identified in the design and on
the single line diagram. The Wires Owner will coordinate design, construction,
maintenance and operation of the facilities on the distribution side of the PCC.
The DR Owner is responsible for the design, construction, maintenance and
operation of the facilities on the generation side of the PCC.

In specific cases, either the Wires Owner or the DR Owner may own equipment
located on the other partys side of the PCC. For example, the Wires Owner may
own and operate communications, supervisory, or metering equipment, which is
located on the DR Owners side of the PCC.

The DR Owner must provide a site with the necessary space for the Wires
Owner to install current transformers, potential transformers, switching
equipment, meters and any other controls or communications equipment
required to interconnect with the generating facility. The site is to be approved by
the Wires Owner and a 120-volt AC power service is to be available at no cost for
the use of portable tools.

The DR Owner is responsible for paying any incremental costs to the

transmission/distribution systems caused by the generator. The Wires Owner
will carry out the engineering, design and construction required for its system;
and charges these costs back to the DR Owner. The Wires Owner will recover
ongoing O&M costs required on the distribution feeder side.

4.3.3 Point of Disconnection

The disconnect switch can be on the high or low voltage side of the
interconnection transformer if required. When the interconnection involves three
phase generators the disconnect switch must be gang operated to
simultaneously isolate all three phases.

High Voltage - Disconnect Switch

The disconnect switch on the Wires Owners side of the interconnection

transformer (e.g. 25 kV airbreak) will be installed, owned and maintained by the
Wires Owner.

Low Voltage - Disconnect Switch

A manual visible disconnect switch is required so that the power system can be
isolated in order to work on the facilities. Appendix 2 illustrates sample
configurations. The DR Owner is responsible for the disconnect switch
installation. All low voltage disconnect switches shall:

be adequately rated to break the connected generation load;

be within 5 meters (horizontal) of the interconnection point, or wire

owner approved location;

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 have contact operation verifiable by direct visible means;

be readily accessible to the Wires Owner operating personnel;

have provision for being locked in the open position;

disconnect all ungrounded conductors of the circuit simultaneously;

be externally operable without exposing the operator to contact with

live parts;

be capable of being closed with safety to the operator with a fault

on the system;

be capable of being energized from both sides;

plainly indicate whether in the open or closed position;

be labeled with a Wires Owner switch number;

meet applicable CSA Part II standards;

be installed to meet all applicable codes;

provide safe isolation for the Wires Owners personnel from the
generators and all other possible customer sources of power; and

be annually inspected and maintained.

The disconnect switch on the generation side of the interconnection transformer

will be owned and maintained by the DR Owner.

For a site that interconnects multiple generators, one disconnect switch must be
capable of isolating all the generators simultaneously.

There may be other means of meeting this requirement. The Wires Owner must
approve any other means.

The DR Owner shall follow the Wires Owners switching, work protection
procedures in which the Wires Owner shall instruct the DR Owner.

4.3.4 Phasing

Phasing is not standardized across Distribution Systems. Therefore, the phase

sequence and the direction of rotation must be coordinated between the Wires
Owner and the DR Owner.

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4.3.5 Interconnection Grounding

Grounding configurations shall be designed to provide:

solidly grounded distribution facilities;

suitable fault detection to isolate all sources of fault contribution,

including the generator, from a faulted line or distribution element;

a circuit to block the transmission of harmonic currents and

voltages; and

protection of the low voltage side from high fault current damage.

The preferred configuration is delta connection on the generator side of the

transformer and a grounded Wye configuration on the Wires Owners side of the
transformer. If this configuration is not possible, the configuration chosen must
still address the above concerns. The winding configuration for DR Owner
interconnection transformers should be reviewed and approved by the Wires
Owner.

4.3.6 Interrupting Device Ratings

The design of DR must consider the fault contributions from both the Distribution
System and the generating facility itself, to ensure that all circuit fault interrupters
are adequately sized. The Wires Owner will inform the DR Owner of the present
and anticipated future fault contribution from the interconnected electric system.

4.3.7 Phase and Ground Fault Protection

The DR Owner must install protective devices to detect and promptly isolate the
generating facility for faults occurring either in the generating facility itself or on
the distribution system. Virtual devices (i.e. computer or programmable-logic-
controller systems) are acceptable provided that they meet standard utility
practice for system protection and they have been type tested and approved by
an independent testing laboratory.

The DRs protective devices must fully coordinate with protective relays on the
electric system unless otherwise agreed by the Wires Owner. The DR Owner
must calculate the protective device settings and submit the relay characteristics
and settings to the Wires Owner for review and approval.

The DR must be able to detect the following situations and isolate itself from the
distribution system for:

loss of any phase(s);

a short circuit between any phase(s) and ground; and

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 a short circuit between phase(s).

4.3.8 Over-voltage and Under-voltage Protection

The DR Owner will operate its generating equipment in such manner that the
voltage levels on the Wires Owners system are in the same range as if the
generating equipment were not connected to the Wires Owners system.

The DR Owner must install necessary relays to trip the circuit breaker when the
voltage, measured phase to ground, is outside predetermined limits. Under
voltage relays should be adjustable and should have a settable time delay to
prevent unnecessary tripping of the generator on external faults. Over voltage
relays should be adjustable and may be instantaneous.

The DR Owners interconnection device shall cause the generator to cease to

energize the Wires Owners distribution system within the Trip Time specified in
the table below.

Response to Abnormal Voltages

RMS Voltage Trip Time

V=<60 (V=<50%) Instantaneous
60<V<108 (50%<V<90%) 120 cycles
108=/<V=/<127 (90%<V<106%) Normal Operation
127<V<144 (106%<V<120%) 30 Cycles
V>=144 (V>=120%) Instantaneous

The DR Owner may reconnect when the Wires Owners system voltage and
frequency return to normal range and is stabilized as permitted in interconnection
and operating agreements.

4.3.9 Over Frequency and Under Frequency Protection

The DR Owner must install frequency selective relays to separate the DR from
the Distribution System in cases of extreme variations in frequency.

Under frequency and over frequency relaying that automatically disconnects

generators from the distribution system shall be time delayed in accordance with
the Wires Owner requirements specified in section 4.2.4. The DR Owner may
reconnect when the Distribution System voltage and frequency return to normal
range and is stabilized as permitted in interconnection and operating
agreements.

4.3.10 Anti-Islanding

The DR Owners generator shall be equipped with protective hardware and

software designed to prevent the generator from being connected to a de-
energized circuit owned by the Wires Owner.

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At the discretion of the Wires Owner, the DR Owner will install under-frequency
tripping at 59.0 Hz and over frequency tripping at 61.0 Hz at a time delay as
permitted in interconnection and operating agreements.

In most cases, the DR will routinely operate as a part of the interconnected

system. A problem on the system could lead to the generator becoming Islanded
(i.e., the sole producer of power to one or more of the Wires Owners customers).
In turn, this could lead to damages to those customers caused by irregularities in
power quality. To prevent this, the DR Owner must use tele-protection signals
from the Distribution System or other reliable means to separate the DG from the
Distribution System upon Islanding. The DR Owner is responsible for damages
caused as a result of failure to safely separate during an Islanding event.

For situations where there could be a reasonable match between the DR Owner
generation and Islanded load, conventional methods may not be effective in
detecting Islanded operation. In this event the Wires Owner will require the
addition of transfer trip communication facilities to remotely trip off the DR Owner
generation upon opening of the distribution feeder main circuit breaker or circuit
re-closer.

4.3.11 Telemetry and Targeting

Where a DG could adversely affect the power system, the DR Owner must have
systems in place to inform the Wires Owner of what protective operations
occurred and failed to occur. An example of an adverse effect would be the DR
Owners generator providing inflow into a fault.

4.3.12 Requirements for Transfer Trip

All synchronous generators connected to the Distribution System shall be

equipped with transfer trip protection to ensure that these machines do not Island
in the event of substation breaker or intermediate oil circuit re-closure (OCR)
operation. General requirements are:

generator separation within 0.6 seconds of breaker or OCR

operation;

fail safe lock out within 6 seconds of communication loss; and

the DR Owner has responsibility for detecting and tripping in the

event of communication loss.

Transfer tripping requirements are also applicable to induction generators, unless

the DR Owner can demonstrate to the satisfaction of the Wires Owner that there
is no potential for self- excitation.

Page 14 of 44
4.3.13 Special Interconnection Protection

In some cases it will be necessary to provide for special generator-specific

protection and controls, such as out-of-step or loss of synchronism.

The DR Owner needs to be aware that unbalance conditions can occur in the
Distribution System, especially under system fault conditions, and the design of
the interconnection facilities should take this into account.

For star-delta interconnection transformers, the unbalance fault current could

damage the generator interconnection transformer under certain fault conditions,
as a result of the circulating current, which occurs in the delta winding of the
interconnection transformer in an attempt to balance the fault current. The
design may therefore require protection for the transformer to address this
potential issue.

4.3.14 Flicker

The DR Owner is required to ensure that the operation of the DR Owners facility
will not cause voltage variations on the Wires Owners system that could result in
excessive lamp flicker for the Wires Owners customers. If the DR Owners
facility utilizes a prime mover that has a fluctuating power output (eg. wind power,
slow speed reciprocating engine, etc), the DR Owner must ensure that the
fluctuations in power output do not cause voltage variations, which exceed the
Wires Owners acceptable limits. Please refer to IEEE Std. 519-1992 IEEE
Recommend Practice and Requirement for Harmonic Control in Electric Power
Systems.

4.3.15 Harmonics

Operation of DG must not cause an unacceptable level of harmonics. Maximum

harmonic current distortion limits for power generation equipment, measured at
the PCC, are as specified in Table 10.3 of IEEE Std. 519-1992 IEEE
Recommend Practice and Requirement for Harmonic Control in Electric Power
Systems.

The objective of the current distortion limits in IEEE Std. 519 is to limit the
harmonic injection from individual customers. This is to ensure that they do not
cause unacceptable voltage distortion levels to normal system characteristics.
The voltage distortion shall then be limited to 3% of the fundamental frequency
for individual harmonic frequencies and 5% voltage total harmonic distortion on
the Wires Owners side of the PCC.

DR Owners facilities must not inject Direct Current greater than 0.5% of the full
rated output current into the Wires Owners distribution system under normal or
abnormal operation conditions.

Page 15 of 44
4.3.16 Protection from Abnormal Conditions

The DR Owners interconnection facilities shall be adequately protected from or

able to withstand abnormal conditions on the Wires Owners distribution system.
This may include, but is not limited to:

frequency excursions due to disturbances on the Wires Owners

Distribution System;

partial or complete loss of load as a result of disturbances on the

Wires Owners Distribution System;

transient over-voltage as a result of lightning or switching events;

and

over-voltage due to resonance conditions, healthy phase voltage

rise during faults, self excitation and loss of load.

The DR Owners facility must be self-protecting to prevent damage as a result of

the normal or abnormal operation of the Wires Owners Distribution System. The
DR Owner is accountable for the execution of studies to identify potential
abnormal conditions and the cost of mitigating the effects of abnormal conditions.

4.3.17 Self Excitation

Self-excitation of a synchronous generator can occur if the generator plus a

portion of the Wires Owners system become isolated from the rest of the Wires
Owners system, resulting in an Island. In an Island condition, self-excitation of
the generator resulting from line capacitance or capacitors on the Wires Owners
system exceeds the capability of the generator and its excitation/voltage
regulator system to control the voltage.

Unless the DR Owner can demonstrate through the execution of analytical

studies, that there is no risk of self-excitation of the generator, the DR Owner
must ensure, to the Wires Owners satisfaction that:

the DR Owners facility has protection systems to detect a self-

excitation condition;

the interrupting device provided by the DR Owner is capable of

switching the anticipated leading power factor current at the
anticipated elevated voltages; and

isolation of the DR Owner will occur quickly enough to preclude

damage to other customers or the Wires Owners system from the
abnormal voltages that may occur.

Page 16 of 44
4.3.18 Inadvertent Energization of the Wires Owners Facilities

The DRs generator shall not energize the Wires Owner facilities when the Wires
Owners facilities are de-energized.

4.3.19 Protection from Electromagnetic Interference

The influence of electromagnetic interference shall not result in the change in

state or mis-operation of the interconnection system.

4.3.20 Surge Withstand Performance

The interconnection system shall have the capability to withstand voltage and
current surges I accordance with the environments described in IEEE/ANSI
C62.41 or C37.90.1.

4.3.21 Synchronization

Interconnection shall be prevented when the DRs synchronous generator and/or

powers system is operating outside of the following limits.

Aggregate Rates Frequency Voltage Difference Phase Angle

of Generation difference (Hz) (%) Difference
(kVA) (degrees)
0-500 0.3 10 20
>500-1500 0.2 5 15
>1500 0.1 3 10

4.4 Typical Interconnection Requirements

While the typical interconnection requirements for safely operating the DR

Owners equipment in parallel with the Wires Owners System are specified
below, specific interconnection locations and conditions may require more
restrictive protective settings or hardware especially when exporting power to the
Wires Owners Distribution System. The Wires Owner shall make these
deviations known to the DR Owner as soon as possible, subject to review on an
individual basis.

Protective relays, electric conversion devices, or other devices may comply with
this guideline by the DR Owner demonstrating that such devices can accomplish
the required protective function specified as applicable in section 12, Tables 1, 2
or 3.

4.4.1 Single-Phase Generators

Section 12, Table 1 shows the protective functions required to meet this
guideline. Inverter type generators must meet the criteria in IEEE 929 -

Page 17 of 44
Recommended Practice for Utility Interface of Photovoltaic (PV) Systems and be
certified to UL 1741 and CSA 22.2 #107.1.

4.4.2 Three-Phase Synchronous Generators

Section 12, Table 2 shows the protective functions required to meet this
guideline.

The DR Owners generator circuit breakers shall be three-phase devices with

electronic or electromechanical control. The DR Owner is solely responsible for
properly synchronizing its generator with the Wires Owners system. The DR
Owner is also responsible for ensuring that the interconnection protection device
settings coordinate with the Wires Owners protective device settings.

4.4.3 Three-Phase Induction Generators and Inverter Systems

Section 12, Table 2 shows the protective functions versus generator size
required to meet this guideline.

Induction generation may be connected and brought up to synchronous speed

(as an induction motor) if it can be demonstrated that the initial voltage drop
measured on the Wires Owners side at the PCC is within the flicker limits.
Otherwise, the DR Owner may be required to install hardware or other
techniques to bring voltage fluctuations to acceptable levels.

Inverter type generators must meet the applicable criteria in IEEE 929 and be
certified to UL 1741 and CSA 22.2 #107.1. This also applies to induction
generators and self-commutation inverters.

Line-commutated inverters do not require synchronizing equipment. Self-

commutated inverters (whether of the utility-interactive type or stand-alone type)
shall be used in parallel with the Wires Owners system only with synchronizing
equipment. Direct current generation shall not be directly paralleled with the
Wires Owners system.

4.4.4 Generators Paralleling for 6 cycles or less (Closed Transition

Switching)

Section 12, Table 3 shows the protective functions required by this guideline for
generators, which parallel with the Wires Owner for 6 cycles or less.

Generators meeting this requirement shall apply for Parallel Operation, shall
enter into interconnection and operating agreements with the Wires Owner and
shall otherwise meet the requirements of this guideline.

Page 18 of 44
4.4.5 Mitigation of Protection System Failure

Relays with self-diagnostic check features provide information on the integrity of

the protection system and should be used whenever possible. The design of
protection should be done by a qualified engineer, or a competent technical
person, working with the Wires Owners engineers to ensure that the self-
diagnostic check feature be integrated into the overall protection system for the
safe and reliable operation of the power system.

Dependent on the system and its design, where relays with the self-diagnostic
check feature do not trip the appropriate breaker(s), sufficient redundant or
backup protection should be provided for the power system. The malfunctioning
relay should also send a signal to notify operating personnel to initiate
investigation of the malfunction.

Older electro-mechanical relays do not generally come with such self-diagnostic

features. Design of protection and control systems in this case should generally
be of a fail-safe nature to maintain the integrity of the protection system under
protection system malfunction conditions.

4.4.6 Maximum Generator Power to be Exported

Where the DG capacity exceeds the load carrying capacity of the generator
interconnection at the PCC or exceeds the capacity of the Wire Owners
Distribution System connected to the generator, the DR shall install protection to
limit the amount of export power to the rated capacity of the Distribution System
or the contracted export amount, whichever is less. The maximum limit on the
amount of power to be exported shall be set out in an interconnection and
operating agreement.

4.5 Interconnection Protection Approval

The DR Owner shall provide to the Wires Owner complete documentation on the
proposed interconnection protection for review against the requirements of this
guideline and potential impacts on the Wires Owners system.

The documentation should include:

a completed application form;

an overall description on how the protection will function;

a detailed single line diagram;

the protection components details (manufacturer, model);

the protection component settings (trigger levels and time values);

and

Page 19 of 44
 the disconnect switch details (i.e. manufacturer, model and
associated certification.

The DR Owner shall revise and re-submit the protection information for any
proposed modification.

5.0 CONSTRUCTION

5.1 General

The DR Owners facility shall be constructed and installed to meet all applicable
regulations. All permitting and safety codes compliance must be completed and
copies of inspection reports provided to the Wires Owner prior to energizing the
PCC.

All single line diagrams (original or electronic versions) provided to the Wires
Owner shall be drawn in accordance with IEEE standards and conventions, and
shall be stamped by a professional engineer assuming responsibility for the
design.

6.0 METERING

6.1 General

Metering shall comply with Measurement Canada requirements and shall:

be suitable for use in the environmental conditions reasonably

expected to occur at the installation site over the course of a typical
year;

be appropriate for the power system characteristics reasonably

expected to exist at the installation site under all power system
conditions and events; and

be approved by the Wires Owner.

The primary side of the interconnection transformer, which is the side connected
to the Distribution System, is the metering billing point for the DR Owners
generation export conditions. The low side of the interconnection transformer,
which is the side connected to the DR Owners facilities, is the metering billing
point for the DR Owners import conditions. On all installations where the
metering equipment is installed on the low side of the interconnecting
transformer, transformer loss compensation shall be installed in the meter for
generation export conditions.

Page 20 of 44
6.2 Meter Requirements

The meter must:

be Measurement Canada approved under subsections 9(1), 9(2)

9(3) of the Electricity and Gas Inspection Act, as amended or
replaced;

be verified and sealed in accordance with the Electricity and Gas

Inspections Act, as amended or replaced, subject to the terms and
conditions of any applicable dispensation(s);

be a bi-directional four quadrant meter;

include an interval time-stamping clock, if the meter provides the

interval data time-stamping function, capable of maintaining the
interval boundaries within 60 seconds of the hour and every quarter
hour thereafter according to Mountain Standard Time or Mountain
Daylight Time whichever is then in effect in the Northwest
Territories;

measure all quantities required to determine active energy and

reactive energy transferred in the required directions at the
metering point;

provide a separate register to maintain the continuously cumulative

readings of the active energy and reactive energy transferred in the
required directions at the metering point;

retain readings and, if applicable, all clock functions for at least

fourteen (14) days in the absence of line power;

have an accuracy class rating for active energy measurement that

equals or exceeds the values specified in Appendix 3, Schedule 1,
for non-dispensated metering equipment and Appendix 3, Schedule
2 for dispensated metering equipment;

have an accuracy class rating for reactive energy measurement

that equals or exceeds the values specified in Appendix 3,
Schedule 1 for non-dispensated metering equipment and Appendix
3, Schedule 2 for dispensated metering equipment; and

if the meter is internally compensated for line or transformer losses,

shall have "LOSS COMPENSATED" indelibly marked in red on the
nameplate.

Page 21 of 44
6.3 Measurement Transformers

The applicable winding(s) of the current and potential instrument transformers

must:

be Measurement Canada approved under subsections 9(1), 9(2) or

9(3) of the Electricity and Gas Inspection Act, as amended or
replaced;

be burdened to a degree that does not compromise the accuracy

required by this Guideline; and

have an accuracy class rating that equals or exceeds the values

specified in Appendix 3, Schedule 1 for non-dispensated metering
equipment.

6.4 Remote Communications Equipment

Remote communications equipment may or may not be an integral part of the

meter or the recorder but must incorporate protocol schemes suitable for the
type/nature of the communications media/path that will prevent the corruption of
data during interval data transmission.

6.5 Quadrants to be Measured

DR Owners exporting power onto the Distribution System shall be equipped with
bi-directional meters with four quadrant measurement capability. Six channels
are required for four quadrant meters to separately record active power, leading
power and lagging reactive power in both the export and the import directions.
Where export of power is not required, unidirectional two quadrant metering with
three channels is required to separately record active power, leading power and
lagging reactive power. A reverse power relay shall also be installed to ensure
blocking of any power exports.

6.6 Safety Requirements

The installation shall conform to the requirements of:

Measurement Canada Standard Drawings;

CSA Standard - C22.2; and

ANSI/IEEE C57.13-1983 IEEE Guide for Grounding of Instrument

Transformer Secondary Circuits and Cases.

Page 22 of 44
7.0 INSPECTION AND TESTING

The DR Owner shall maintain a quality control and inspection program

satisfactory to and approved by the Wires Owner.

In addition to the DR Owner's normal inspection procedures, the Wires Owner

reserves the right to witness the manufacturing, fabrication or any part of work
which concerns the subject equipment, to inspect materials, documents and
manufacturing operations and installation procedures, to witness tests and to
evaluate results of non-destructive examinations. The DR Owner shall supply
the Wires Owner with a complete set of detailed drawings, which will be used by
the Wires Owner to assist in the inspection during the testing of the equipment.

7.1 General

The DR Owner shall notify the Wires Owner in writing at least 2 weeks before the
initial energizing and start-up testing of the DR equipment and the Wires Owner
may witness the testing of any equipment and protective systems associated with
the interconnection. The tests and testing procedures shall generally align with
the requirements specified in IEEE P1547.

This section is divided into type testing and verification testing. Type testing is
performed or witnessed a single time by an independent testing laboratory for a
specific protection package. Once a package meets the type test criteria
described in this section, the design is accepted by the Wires Owner. If any
changes are made to the hardware, software, firmware or verification test
procedures, the manufacturer must notify the independent testing laboratory to
determine what, if any, parts of the type testing must be repeated. Failure of the
manufacturer to notify the independent test laboratory of changes may result in
withdrawal of approval and disconnection of units installed since the change was
made. Verification testing is site-specific, periodic testing to assure continued
acceptable performance.

These test procedures apply only to devices and packages associated with
protection of the interface between the generating system and the Wires Owners
facilities. Interface protection is usually limited to voltage relays, frequency
relays, synchronizing relays, reverse current or power relays, and Anti-Islanding
schemes. Testing of relays or devices associated specifically with protection or
control of generating equipment is recommended, but not required unless they
impact the interface protection.

Testing of protection systems shall include procedures to functionally test all

protective elements of the system up to and including tripping of the generator
and/or interconnection point. Testing will verify all protective set points and
relay/breaker trip timing.

At the time of production, all interconnecting equipment and discrete relays shall
meet or exceed the requirements of ANSI /IEEE C62.4 1 - 19 1 9-Recommended
Page 23 of 44
Practices on Surge Voltages in Low Voltage AC Power Circuits or C37.90.1
1989, IEE standard Surge Withstand Capability (SWC) Tests for Protective
Relays and Relay Systems. If C62.41-1991 is used, the surge types and
parameters shall be applied, as applicable, to the equipments intended
insulation location.

The manufacturers verification test and the appropriate dielectric test specified in
UL 174 1 shall also be met.

7.2 Type Testing

All interface equipment must include a type test procedure as part of the
documentation. The type test must determine if the protection settings meet
these guidelines.

Prior to testing, all batteries shall be disconnected or removed for a minimum of

ten (10) minutes. This test is to verify the system has a non-volatile memory and
that the protection settings are not lost. A test shall also be performed to
determine that failure of any battery used to supply trip power will result in an
automatic shutdown.

All inverters shall be non-Islanding as defined by IEEE 929. Inverters shall at the
time of production meet or exceed the requirements of IEEE 929 and UL 1741.

7.3 Verification Testing

Prior to parallel operation of a generating system, or any time interface hardware

or software is changed; a verification test must be performed. A licensed
professional engineer or otherwise qualified individual must perform verification
testing in accordance with the manufacturers published test procedure.
Qualified individuals include professional engineers, factory trained and certified
technicians, and licensed electricians with experience in testing protective
equipment. The Wires Owner reserves the right to witness verification testing or
require written certification that the testing was performed.

Verification testing shall be performed annually. All verification tests prescribed

by the manufacturer or developed by the DR Owner, which are agreed to by the
Wires Owner shall be performed. The DR Owner shall maintain verification test
reports for inspection by the Wires Owner.

Inverter generator operation shall be verified annually by operating the load

break disconnect switch and verifying that the DR Owners facility automatically
shuts down and does not restart for five minutes after the switch is closed as
permitted in interconnection and operating agreements.

Any system that depends upon a battery for trip power shall be checked and
logged once per month for proper voltage. Once every four years the battery
must be either replaced or a discharge test performed and passed.

Page 24 of 44
7.3.1 Protective Function Tests

Protection settings that have been changed after factory testing shall be field-
tested. Tests shall be performed using secondary injection, applied waveforms,
a simulated utility or, if none of the preceding tests can reasonably be done, a
settings adjustment test, if the unit provides discrete readouts of the settings, to
show that the device trips at the measured (actual) voltage and frequency.

The non-Islanding function, if provided, shall be checked by operating a load

break switch to verify that the interconnection equipment ceases to energize its
output terminals and does not restart for the required time delay after the switch
is closed.

A reverse-power or minimum power function, if used to meet the interconnection

requirements, shall be tested using secondary injection techniques. Alternatively
this function can be tested by means of a local load trip test or by adjusting the
DR output and local loads to verify that the applicable non-export criterion (i.e.
reverse power or minimum power) is met.

7.3.2 Verification of Final Protective Settings Test

If protective function settings have been adjusted as part of the commissioning

process, then, at the completion of such testing, the DR Owner shall confirm all
devices are set to the Wires Owners approved settings.

Interconnection protective devices that have not previously been tested as part of
the interconnection system with their associated instrument transformers or that
are wired in the field shall be given an in-service test during commissioning.

This test shall verify proper wiring, polarity, sensing signals, CT/VT ratios, and
proper operation of the measuring circuits.

For protective devices with built-in metering functions that report current and
voltage magnitudes and phase angles, or magnitudes of current, voltage, and
real and reactive power, the metered values can be compared to the expected
values. Alternatively, calibrated portable ammeters, voltmeters, and phase-angle
meters may be used.

7.3.3 Hardware or Software Changes

Whenever interconnection system hardware or software is changed, the

functions listed below may be affected. A retest shall be made of the potentially
affected functions:

over-voltage and under-voltage;

over-frequency and under-frequency;

Page 25 of 44
 non-islanding function (if applicable);

reverse or minimum power function (if applicable);

inability to energize dead line;

time delay restart after the Wires Owners outage;

fault detection, if used; and

synchronizing controls (if applicable).

To ensure that commissioning tests are performed correctly, it may be

appropriate for the Wires Owner to witness the tests and receive written
certification of the test results.

7.4 Switchgear and Metering

The Wires Owner reserves the right to witness the testing of installed switchgear,
and metering. The DR Owner shall notify the Wires Owner at least ten days prior
to any testing.

8.0 DATA REQUIREMENTS

The following lists the drawings and data required for the approval of the project:

Drawing/Data Proposal Approval* Verified

Manufacturer' s Equipment Data Sheet X

Control schematic X X

Single Line Diagram indicating X X X

proposed protection settings

Description of Protection Scheme X X X

Generator Nameplate schedule X X

Fuse and protective relay coordination study & X X

settings

Current transformer characteristic curve X X

Commissioning Report c/w Protection Settings X

Plot plan showing location of lockable "visible" X X X

disconnect device

Page 26 of 44
*The minimum time requirement for review of information will generally be in the
order of 10 working days.

9.0 MARKING AND TAGGING

The nameplate on switchgear shall include the following information:

manufacturers name;

manufacturers serial number; and

the disconnect switch shall be clearly marked DG Disconnect

Switch and tagged with approved identification number from the
Wires Owner.

10.0 MAINTENANCE

The DR Owner has full responsibility for routine maintenance of the DR Owners
generator, control and protective equipment and the keeping of records for such
maintenance.

All of the equipment from the generator up to and including the visible point of
isolation is the responsibility of the DR Owner. The DR Owner is responsible to
maintain the equipment to accepted industry standards.

The DR Owner shall present the planned maintenance procedures and a

maintenance schedule for the interconnection protection equipment to the Wires
Owner.

Failure to maintain CEC and industry acceptable facilities and maintenance

standards can result in disconnection of the generator.

Page 27 of 44
11.0 TABLES

Table 1

Protection for Single-Phase Generators

Interconnection Control, Protection and Safety Equipment

Single-Phase Connected Inverter
to Secondary System

Interconnect Disconnect Device X

Generator Disconnect Device X
Undervoltage Trip X
Overvoltage Trip X
Over & Under Frequency Trip X
Overcurrent X
Synchronizing Control Manual or Automatic
Synch-Check (At PCC) X
Anti-Islanding Protection X

X denotes a requirement for this Guideline.

Notes:

1. Exporting to the Wires Owner system may require additional

operational/protection devices and will require coordination of
operations with the Wires Owner.

2. For synchronous and other types of generators with stand alone

capability.

3. For single-phase generators larger than 50 kW, consult with the

Wires Owner on the required interconnection control, protection
and safety equipment.

Page 28 of 44
 Table 2

Protection for Three Phase Generators

Interconnection Control, Protection and Safety Equipment Three-Phase

Connected to Primary or Secondary System

Generator Size Classification

Device
Number Device <50 kW 50-499 kW 500-2,000 kW
Interconnect Disconnect
Device X X X
Generator Disconnect
Device X X X
Synchronizing Control1
Manual (M) or Automatic (A) M or A M or A A
25 Synch-Check1 (At PCC) X X X
Automatic Voltage
Regulation (AVR)1 X X
27 Undervoltage X X X
59 Overvoltage X X X
59N Neutral Overvoltage2 X3 X X
Instantaneous/Timed
50/51 Overcurrent X4 X4 X4
Instantaneous/Timed Neutral
50/51N Overcurrent X3 X X
81 Over & Under Frequency X X X
32 Directional Power X5 X5 X5
Transfer Trip or Equivalent
TT Relay X6 X6
Telemetry Data
Communication X7
Anti-Islanding for Inverters
(IEEE Std. 929, UL 1741) X X X

X denotes a requirement for this guideline.

All devices are three-phase unless otherwise specified.

Page 29 of 44
Notes:

For synchronous and other types of generators with stand alone capability.

1. Only required for generators that have their interconnection

transformers primary winding ungrounded. Used in conjunction
with three PTs in broken delta configuration rated for line to line
voltage. For detecting ground faults on the distribution system.

2. May not be required if the generator is an inverter type voltage-

following system of less than 50 kW aggregate. In this case, the
Wires Owner will inform the DR Owner if this protection is required.

3. A timed overcurrent relay with voltage restraint (51 V) may also be

required to prevent nuisance trips.

4. Only required for non-exporting or export limited generators.

5. Transfer trip or equivalent protective relay function required for all

synchronous generators rated 500 kW and larger with export
capability. May also be required for exporting synchronous
generators under 500 kW, depending upon characteristics of the
distribution circuit. The Wires Owner will advise.

6. System controller requirement for all generators 5 MW and larger.

The Wires Owner may also require telemetry for smaller generators
depending upon location and distribution circuit characteristics.

7. Exporting to the Wires Owners system may require additional

operational/protection devices and will require coordination of
operations with the Wires Owner.

8. Three directional overcurrent relays may be substituted for a

reverse power relay.

9. Above to be in accordance with the Canadian Electrical Code.

Page 30 of 44
 Table 3

Protection for Closed Transition Switching

Interconnection Control, Protection and Safety Equipment

Single-Phase Connected to Secondary System

For 30 Cycles or Less

(Closed Transition Switching)
Interconnect Disconnect Device X
Generator Disconnect Device X
Undervoltage Trip X
Overvoltage Trip X
Over & Under Frequency Trip X
Overcurrent X
Neutral Overvoltage Trip1 X
Directional Power Trip X
Synchronizing Control2 Manual or Automatic
Synch-Check (At PCC) 2 X

X denotes a requirement for this Guideline.

Notes:

1. Selection depends upon grounding connection of interconnection

transformer.

2. For synchronous and other types of generators with stand alone

capability.

Page 31 of 44
 Appendix 1

Applicable Codes and Standards

The DR interconnection shall conform to this guideline and to the applicable

sections of the following codes and standards. When the stated version of the
following standards is superseded by an approved revision, then that revision
shall apply.

Specific types of interconnection schemes, DR technologies, and Distribution

Systems may have additional requirements, standards, recommended practices,
or guideline documents external to this guideline. The applicability and hierarchy
of those with respect to the requirements herein are beyond the scope of this
guideline. Users of this guideline shall address those concerns. This list of
standards is therefore not to be regarded as all-inclusive.

Power Quality Standards

ANSI C84.1-1989 American National Standards for Electric Power

Systems and Equipment Ratings (60 Hertz). Establishes nominal
voltage ratings and operating tolerances for 60 Hz electric power
systems from 100 V through 230 kV.

IEEE Std. 493-1900 IEEE Recommended Practice for Design of

Reliable Industrial and Commercial Power Systems (IEEE Gold
Book). Chapter 9 deals specifically with voltage sags analysis and
methods of reporting sag characteristics graphically and
statistically.

IEEE Std 519-1992 IEEE Recommended Practice and

Requirements for Harmonic Control in Electric Power Systems.

IEEE Std. 1100-1992 IEEE Recommended Practice for Powering

and Grounding Sensitive Electronic Equipment (IEEE Emerald
Book).

IEEE Std 1159-1995 IEEE Recommended Practice for Monitoring

Electric Power Quality.

IEEE Std 1250-1995 IEEE Guide for Service to Equipment

Sensitive to Momentary Voltage Disturbances.

In addition to the power quality standards, the following standards are applicable
to the interconnection of distributed generation resources on the Wires Owners
system:

Page 32 of 44
 IEEE Std. 100-1997 IEEE Standard Dictionary of Electrical and
Electronics Terms

IEEE Std 315-1975 (Reaffirmed 1993) ANSI Y32.3- 1975

(Reaffirmed 1989) CSA Z99-1975 Graphic Symbols for Electrical
and Electronics Diagrams (Including Reference Designation
Letters)

IEEE Std 929-1988 IEEE Recommended Practice for Utility

Interface of Residential and Intermediate Photovoltaic (PV)
Systems

C37.1 ANSVIEEE Standard Definitions, Specifications and Analysis

of Systems Used for Supervisory Control, Data Acquisition, and
Automatic Control

C37.2 IEEE Standard Electrical Power System Device Function

Numbers

C37.18 ANSI/IEEE Standard Enclosed Field Discharge Circuit

Breakers for Rotating Electric Machinery

C37.20.1 ANSUIEEE Standard for Metal-Enclosed Low-voltage

Power Circuit Breakers Switchgear

C37.20.3 ANSUIEEE Standard for Metal-Enclosed Interrupter

Switchgear

C37.24 ANSUIEEE Standard for Radiation on Outdoor Metal-

Enclosed Switchgear

C37.27 ANSIAEEE Standard Application Guide for Low-voltage AC

Nonintegrally Fused Power Circuit Breakers (Using Separately
Mounted Current-Limiting Fuses)

C37.29 ANSI/IEEE Standard for Low-voltage AC Power Circuit

Protectors Used in Enclosures

C37.50 ANSI Standard Test Procedures for Low-voltage AC Circuit

Breakers Use In Enclosures

C37.51 ANSI Standard Conformance Test Procedure for Metal

Enclosed Low-voltage AC Power Circuit-Breaker Switchgear
Assemblies

C37.52 ANSI Standard Test Procedures for Low-voltage AC Power

Circuit Protectors Used in Enclosures

Page 33 of 44
 C57.12 IEEE Standard General Requirements for Liquid Immersed
Distribution, Power and Regulating Transformers

C57.12.13 Conformance Requirements for Liquid Filled

Transformers Used in Unit Installations including Unit Substations.

C57.13.1 IEEE Guide for Field Testing of Relaying Current

Transformers

C57.13.2 IEEE Standard Conformance Test Procedures for

Instrument Transformers

C37.58 ANSI Standard Conformance Test Procedures for Indoor

AC Medium Voltage Switches for use in Metal-Enclosed Switchgear

C37.90 ANSUIEEE Standard for Relays and Relay Systems

Associated with Electric Power Apparatus

C37.90.1 ANSI/IEEE Standard Surge Withstand Capability (SWC)

Tests for Protective Relays and Relay Systems

C37.90.2 ANSUIEEE Standard Withstand Capability of Relay

Systems to Radiated Electromagnetic Interference from
Transceivers

C37.95 IEEE Guide for Protective Relaying of Utility Consumer

Interconnections

C37.98 ANSI/IEEE Standard for Seismic Testing of Relays

IEC 1000-3-3 Limitation of voltage fluctuations and flicker in low-

voltage supply systems for equipment with rated current less than
16A

IECl000-3-5 Limitation of voltage fluctuations and flicker in low-

voltage supply systems for equipment with rated current greater
than 16A

UL1008 Transfer Switch Equipment

IEEE P1547, DRAFT Standard for Distributed Resources

Interconnected with Electric Power Systems

Canadian Electrical Code, CSA no. C22-1, latest version

C22.2 No. 31-M89 (R1995) - Switchgear Assemblies

Page 34 of 44
 CadCSA - C22.2 No. 107.1-95 - Commercial and Industrial Power
Supplies

CadCSA - C22.2 No. 1010.1-92 - Safety Requirements For

Electrical Equipment for Measurement, Control and Laboratory Use

CadCSA - C22.2 No. 144-M91 (R1997) - Ground Fault Circuit

Interrupters

C22.2 No. 193-M1983 (R1992) - High Voltage Full-Load Interrupter

Switches

C22.2 No. 201-M 1984 (R1992) - Metal Enclosed High Voltage

Busways

C22.2 No. 229-M1988 (R1994) - Switching and Metering Centres

CSA Standard CAN3 C235 83 - Preferred Voltage Levels for AC

Systems 0 to 50,OOOV

Alberta Electrical and Communication Utility Code, 2nd Edition,

2002, declared in force pursuant to the Electrical Code Regulation,
Alta. Reg. 145/2002

C37.04-1999 IEEE Standard Rating Structure for AC High-Voltage

Circuit Breakers Rated on a Symmetrical Current Basis (ANSI/DoD)

C37.04i-1991 Supplement to IEEE C37.04-1979

C37.06-1997 American National Standard for Switchgear-AC High-

Voltage Circuit Breakers Rated on a Symmetrical Current Basis
Preferred Ratings and Related Required Capabilities

C37.09-1999 IEEE Standard Test Procedure for AC High-Voltage

Circuit Breakers Rated on a Symmetrical Current Basis (ANSI/DoD)

C37.09a-1991 Supplement to IEEE C37.09-1979

C37.09g-1991 (R1991) Supplement to IEEE C37.09-1979

C37.010-1999 IEEE Application Guide for AC High-Voltage Circuit

Breakers Rated on a Symmetrical Current Basis

C37.010b-1985 (R1988) Supplement to IEEE C37.010-1979

C37.010e-1985 (R1988) Supplement to IEEE C37.0 10-1979 I

Supersedes:

Page 35 of 44
 C37.0 11-1994 IEEE Application Guide for Transient Recovery
Voltage for AC High-Voltage Circuit Breakers Rated on a
Symmetrical Current Basis

C37.012-1979 (R1988) IEEE Application Guide for Capacitance

Current Switching for AC High-Voltage Circuit Breakers Rated on a
Symmetrical Current Basis

C37.013-1997 IEEE Standard for AC High-Voltage Generator

Circuit Breaker Rated on a Symmetrical Current Basis

C37.015-1993 IEEE Application Guide for Shunt Reactor Switching

C37.081-1981 (Reaff 1988) Guide for Synthetic Fault Testing of AC

High-Voltage Circuit Breakers Rated on a Symmetrical Current
basis

C37.11-1997 IEEE Standard Requirements for Electrical Control for

High-Voltage Circuit Breakers Rated on A Symmetrical Current
Basis

C37.13-1990 (R1995) IEEE Standard for Low-Voltage AC Power

Circuit Breakers Used in Enclosures

C37.14-1992 IEEE Standard for Low-Voltage DC Power Circuit

Breakers Used in Enclosures

C37.16-I997 American National Standard for Switchgear - Low-

Voltage Power Circuit Breakers and AC Power Circuit Protectors -
Preferred Ratings, Related Requirements, and Application
Recommendations

C37.20.2-1999 IEEE Standard for Metal-Clad and Station-Type

Cubicle switchgear

C37.20.2b-1994 Supplement to IEEE Standard for Metal-Clad and

Station-Type Cubicle Switchgear: Current Transformer Accuracies

C37.20.6-1997 IEEE Standard for 4.76 to 38kV Rated Grounding

and Testing Devices used in Enclosures

C37.23-1987 (R1991) IEEE Standard for Metal-Enclosed Bus and

Calculating Losses in Isolated-Phase Bus

C37.30-1997 IEEE Standard Requirements for High-Voltage

Switches

Page 36 of 44
 C37.32-1996 American National Standard for SwitchgearHigh-
Voltage Air Switches, Bus Supports, and Switch Accessories
Schedules of Preferred Ratings, Manufacturing Specifications, and
Application Guide

C37.34-1994 IEEE Standard Test Code for High-Voltage Air

Switches

C37.35-1995 IEEE Guide for the Application, Installation,

Operation, and Maintenance of High-Voltage Air Disconnecting and
Load Interrupter Switches

C37.36b-1990 IEEE Guide to Current Interruption with Horn-Gap

Air Switches

C37.37-1996 IEEE Standard for Loading Guide for AC High-

Voltage Air Switches (in Excess of 1000 V)

C37.38-1989 IEEE Standard for Gas-Insulated, Metal-Enclosed

Disconnecting, Interrupter, and Grounding Switches

C37.42-1996 American National Standard for Switchgear

Distribution Cutouts and Fuse LinksSpecifications

C37.44-1981 (R1987) American National Standard Specifications

for Distribution Oil Cutouts and Fuse Links

C37.54-1996 American National Standard for SwitchgearIndoor

Alternating-Current High-Voltage Circuit Breakers Applied as
Removable Elements in Metal-Enclosed Switchgear Assemblies
Conformance Test Procedures

C37.55-1989 American National Standard for SwitchgearMetal-

Clad Switchgear Assemblies--Conformance Test Procedures

C37.57-1990 American National for SwitchgearMetal-Enclosed

Interrupter Switchgear AssembliesConformance Testing

C37.66-1969 (Reaff 1988) American National Standard for

Requirements for Oil-Filled Capacitor Switches for Alternating-
Current Systems

C37.81-1989 (R1992) IEEE Guide for Seismic Qualification of

Class 1E Metal-Enclosed Power Switchgear Assemblies

Page 37 of 44
 C37.85-1989 (R1998) American National Standard for
SwitchgearAlternating-Current High-Voltage Power Vacuum
Interrupters-Safety Requirements for X-Radiation Limits

ANSI/IEEE C37.90-1989 - Surge Withstand And Fast Transient

Tests

120-1989 (Reaff-1997) IEEE Master Test Guide for Electrical

Measurements in Power Circuits

1291-1993 IEEE Guide for Partial Discharge Measurement in

Power Switchgear Application Guide for Surge Protection of
Electric Generating Plants - IEEE Std

C62.23-1995 (37.13-1993 IEEE Standard Requirements for

Instrument Transformers.

C57.13.3-1983 (R1991) IEEE Guide for the Grounding of

Instrument Transformer Secondary Circuits and Cases

C57.98-1993 IEEE Guide for Transformer Impulse Tests

C57.19.100-1995 (R1997) IEEE Guide for Application of Power

Apparatus Bushings

C57.1 10-1986 (R1992) IEEE Recommended Practice for

Establishing Transformer Capability When Supplying Nonsinusoidal
Load Currents

C62.92.4-1991 IEEE Guide for the Application of Neutral Grounding

in Electrical Utility Systems, Part IV - Distribution

ANSI C12.20 - Electricity Meters 0.2 And 0.5 Accuracy Classes

ANSI C62.1 - Surge Arresters for AC Power Circuits

ANSI C62.11 - Metal-Oxide Surge Arresters for AC Power Circuits

NEMA CC-1 - Electric Power Connectors for Substations

NEMA LA-1 - Surge Arresters

NEMA MG- 1 - Motors

Page 38 of 44
 Appendix 2

Typical Arrangements

Page 39 of 44
(b)

Page 40 of 44
Page 41 of 44
(c)

Page 42 of 44
 Appendix 3

Schedule 1

Schedule of Accuracies for Metering Equipment Approved Under Section

9(1) of the Electricity And Gas Inspection Act

Metering Point Watt-hour Meter Varhour Meter Measurement

Capacity (MVA) Accuracy Class Accuracy Class Transformers
Accuracy Class
10 and Above 0.2% 0.5% 0.3%
Below 10 0.5% 1.0% 0.3%
Notes:
1. The columns apply to requirements set out in the Metering Section.

2. If an alternate measurement is used to determine reactive energy,

the accuracy class of the alternate measurement must be equal to
or better than the accuracy class set out for reactive energy

Schedule 2

Schedule of Accuracies for Meters Approved Under Subsections 9(2) or

9(3) of the Electricity And Gas Inspection Act

Meter Accuracy
Metering Point Points of Points of Supply
Capacity (MVA) Delivery
10 and Above 1.0% 1.0%
Below 10 1.0% 1.0%

Notes:

1. The columns apply to requirements set out in the Metering Section.

2. If an alternate measurement is used to determine reactive energy,

the accuracy class of the alternate measurement must be equal to
or better than the accuracy class set out for reactive energy

Page 43 of 44
 Appendix 4

Notes

Note 1:

(a) Refer to Chapter 11, Connecting Small Generators to Utility

Distribution Systems by A.B. Sturton.

(b) Refer to Transformer concepts and application course notes by

Power Technologies Inc., Schenectady, New York.

(c) Refer to Electrical Transients in Power Systems by Allan

Greenwood.

(d) Refer to Electrical Transmission & Distribution Reference Book by

Westinghouse.

Note 2:

(a) Refer to Protective Relaying, Principles and Applications by J.

Lewis Blackburn on details on sub-synchronous resonance.

(b) Refer to Electrical Transmission & Distribution Reference Book by

Westinghouse.

Note 3:

(a) Refer to Chapter 8, Harmonic and Resonant Effects on Application

of Capacitors, Distribution Systems, Electric Utility Reference Book
by Westinghouse.

(b) Refer to Chapter 11 & 12, Connecting Small Generators to Utility

Distribution Systems by A.B. Sturton.

(c) Refer to Chapter 10, Electric Power Systems, on switching surges-

interruption of capacitive circuits by B.M. Weedy.

Note 4:

(a) Refer to Chapter 4, Connecting Small Generators to Utility

Distribution Systems by A.B. Sturton.

Page 44 of 44