Interconnection of Generators to EDI s Distribution System

Interconnection of Generators to EDI s Distribution System May 22, 2002 This document sets forth the guidelines for connecting a power producing facility to the Alberta Interconnected Electric System through EPCOR s electric distribution system as managed by EPCOR Distribution Inc. (EDI). This guideline assists in determining the application, commissioning, operating and maintenance requirements of the facility and the responsibility of the parties. Refer to EDI s, Technical Guideline for Interconnection of Generators to the Distribution System to determine the needs and responsibilities of each party for the technical requirements of the interconnection. EDI acknowledges the use of other utility industry and industry committee developed documents as the framework and sources in producing this application guide.

Table of Contents 1. TERMS AND DEFINITIONS...3 2. INTRODUCTION...6 3. GUIDING PRINCIPLES...6 4. RESPONSIBILITIES...7 4.1 POWER PRODUCER RESPONSIBILITIES...7 4.2 EDI S RESPONSIBILITIES...9 5. METERING...10 5.1 FOR POWER PRODUCERS EXPORTING POWER TO THE GRID...10 5.2 FOR POWER PRODUCERS PRODUCING POWER FOR THEIR OWN CONSUMPTION ONLY...10 6. OPERATING REQUIREMENTS...11 6.1 OPERATING AUTHORITY...11 6.2 OPERATOR-IN-CHARGE...11 6.3 JOINT OPERATING AGREEMENT...11 APPENDIX DOCUMENTS APPENDIX 1 APPROVAL FLOW CHART DIAGRAM...13 APPENDIX 2 GENERATOR APPLICATION FORM...15 APPENDIX 2A DESIGN AND OPERATING INFORMATION REQUIRED FROM THE POWER PRODUCER...18 APPENDIX 2B ANALYTICAL MODELING INFORMATION REQUIRED FROM THE POWER PRODUCER FOR A 10 MW OR LARGER GENERATOR...20 APPENDIX 3 INFORMATION TO BE PROVIDED BY EDI...23 APPENDIX 4 APPLICABLE CODES AND STANDARDS...24 APPENDIX 5 TYPICAL INTERCONNECTION OF ELECTRIC POWER PRODUCTION SOURCES...25 APPENDIX 6 INTERCONNECTION OPERATING AND MAINTENANCE AGREEMENT SAMPLE...26 APPENDIX 7 APPLICATION FEE STRUCTURE...34 EPCOR Distribution Inc. 2 of 34

1. TERMS AND DEFINITIONS The following terms and definitions are for your reference for the language used in this document and for use in any correspondence with EDI. This Term Is defined as EDI Accredited Certification Organization Active Energy AECUC AEUB Anti-islanding Bi-directional Meter CEA EPCOR Distribution Incorporated (EDI), operating the electric distribution system in the city of Edmonton. Refer to website: www.epcor.ca An organization that has been accredited by the Standards Council of Canada to operate a certification program for electrical equipment, such as the Canadian Standards Association (CSA). The time integral of the active power. Expressed in units of watthours (Wh). Alberta Electrical and Communication Utility Code. Refer to website: www.safetycodes.ab.ca Alberta Energy and Utilities Board. The provincial regulatory body for electric utilities in Alberta. Refer to website: www.eub.gov.ab.ca Designed 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. A meter used to measure the in-flow and out-flow of electric energy. Canadian Electrical Association. National association for electric utilities in Canada. Refer to website: www.canelect.ca CEC Canadian Standards Association's C22.1 Safety Standard for Electrical Installations Part 1, also known as the Canadian Electrical Code. Certification Test Certified Equipment Commissioning Test CSA Distribution System Electric Facility Electric Utilities Act Exporter A test adopted by EDI that verifies conformance of certain equipment with commission approved performance standards in order to be classified as certified equipment. Certification tests are normally performed by a nationally recognized testing laboratory such as the CSA or Underwriter's Laboratory. Equipment used in a generating facility that has passed the Certification Test. A test performed during the commissioning of all or part of a generating facility system to achieve one or more of the following; verify specific aspects of its performance; calibrate its instrumentation; establish instrument or protective function set points. Canadian Standards Association. Refer to website: www.csa.ca Any facilities that operate at a nominal voltage of 25,000 volts or lower and that allow electric power to be delivered to a load, regardless of ownership. Any power line facility under EDI operating authority. This document uses the nominal line-to-line voltage (in kilovolts) to describe all power lines under EDI operating authority. An Act passed in the Province of Alberta that introduces competition in the generation of electric energy. A person or an organization selling electric energy produced within the province of Alberta to parties outside the province. EPCOR Distribution Inc. 3 of 34

This Term Export Limiting IEEE Importer In-rush Current Interconnected System Interconnection Interconnection Point Inverter Type Voltage-Following Generating Equipment Island (ing) Isolated Load Flow Study Load Settlement Agent Non-exporting Operating Authority Operator-in-Charge Parallel Operation Point of Common Coupling (PCC) Power Pool Is defined as Designed to prevent the transfer of electrical energy above a certain value (the export limit), from the generating facility to EDI's distribution system. Institute of Electrical and Electronics Engineers, Inc. Refer to website: www.ieee.org A person or an organization selling electric energy that is produced outside the province of Alberta to parties inside the province. The maximum current drawn from EDI by the generator during the startup process. A system consisting of two or more individual power systems connected together by tie lines. The physical connection of distributed generation to EDI s distribution system so that parallel operation can occur. See Point of Common Coupling. Generating equipment that uses power electronic devices to produce a waveform, using the external voltage of the distribution system to control the electronic devices, in such a way that if the external voltage ceases, the electronic devices instantaneously stop producing the waveform. A condition where a portion of EDI's distribution system is solely energized by one or more Power Producer generators, while electrically separated from the rest of the distribution system. A condition where a normally parallel generator becomes disconnected from EDI's distribution system, but continues to supply only its own load. Only generators with stand alone capability are able to operate isolated. A study normally performed by an electric utility to determine the current flow and the voltages in different parts of an electric system. An agent set up as a result of deregulation in Alberta to manage the energy produced and sold to the Power Pool by the Power Producers. Designed to prevent any transfer of electrical energy from the generating facility to EDI's distribution system. The individuals within EDI and the Power Producer's organization who are responsible for the safe and orderly operation of the electrical facilities. The Operator-in-Charge is the person identified by name or job title that is responsible for the real time operation of all electrical facilities related to the interconnection and owned by their organization. The operation of a generating unit, while connected to either the Alberta Interconnected Electric System or a smaller separate electric power grid, in parallel with other sources of electric power generation. The point where EDI s electrical facilities or conductors are connected to the Power Producer s facilities or conductors, and where any transfer of electric power between the Power Producer and EDI takes place. The organization that operates the market for all electric energy bought or sold in Alberta. Refer to website: www.powerpool.ab.ca EPCOR Distribution Inc. 4 of 34

This Term Power Pool Participant Power Producer Reactive Energy Safety Codes Secondary Injection Testing Simulated Utility Standby Power System Controller (SC) Tariffs Transmission Administrator (TA) Transmission Facility Type Test Western Electricity Coordinating Council (WECC) Is defined as A person or an organization that has executed an agreement with the Power Pool of Alberta for the sale or purchase of electric energy. A person or an organization interconnected to EDI s distribution system for the purpose of producing electric power from an unregulated generating facility. The time integral of the reactive power. Expressed in units of varhours (VARh). The safety codes to govern the electric utility operators and Power Producers on the safe design and operation of their facilities. A method in which low level signals obtained from current and voltage signal generators are injected into a power system protective device to test device response. An assembly of variable frequency and variable voltage test equipment used to simulate a normal utility source. Power consumed by a producing facility when the onsite generator is not operating. A provincially appointed authority responsible for dispatching load and generation on the Alberta Interconnected Electric System, in real time. Published rates for the sale of electric energy and energy services that are regulated by the AEUB. A provincially appointed authority providing access to the province wide transmission grid. The role of the TA is to provide system access service to the interconnected electric system, in a manner that gives all eligible persons wishing to exchange electric energy through the Power Pool a reasonable opportunity to do so. Refer to website: www.eal.ab.ca Any power line or transformation equipment under the authority of the Transmission Facility Owner. Transmission facilities operate at voltages above 25 kv nominal, line to line. A test performed on a sample of a particular model of a device to verify specific aspects of its design, construction and performance. The Western Electricity Coordinating Council is one of the ten regional councils of the North American Electric Reliability Council that provides the coordination essential in operating and planning a reliable and adequate electric power system for the western part of the continental United States, Canada, and Mexico. Formerly named the WSCC. Refer to website: www.wscc.com EPCOR Distribution Inc. 5 of 34

2. INTRODUCTION This document is intended to: inform and guide those wishing to connect a power producing facility to the Alberta Interconnected Electric System through EDI s electric distribution facilities. assist operators, technical staff, consultants and contractors in determining the technical and operating requirements of the facility to support the application to connect to EDI s distribution system. This document DOES NOT: establish interconnection (commercial) or cost sharing agreements. describe the terms and conditions for interconnecting electric generation, which are covered in EDI s Technical Guideline for Interconnection of Generators to the Distribution System document. For interconnection to transmission voltages above 25kV, refer to Technical Requirements for Connecting to the Alberta Interconnected Electric System Transmission System at the Transmission Administrator's web site www.eal.ab.ca. For a complete description of the electric power industry in Alberta under the new Electric Utilities Act, refer to the Department of Energy s website at: www.energy.gov.ab.ca/com/electricity. 3. GUIDING PRINCIPLES The following principles underlie this guideline: The interconnection must not create a safety hazard to the public, EDI's other customers, or operation personnel. The interconnection must not compromise the reliability of, or restrict the operation of, EDI's electric distribution system. The interconnection must not degrade power quality below acceptable levels. The interconnection process will provide competitive, fair and equitable access for all Power Producers. EPCOR Distribution Inc. 6 of 34

4. RESPONSIBILITIES Responsibilities, which must be fulfilled in order to interconnect with the power system, are summarized in a flow chart diagram in Appendix 1. 4.1 POWER PRODUCER RESPONSIBILITIES The Power Producer must: become a Power Pool participant and comply with Power Pool requirements (unless all energy produced at the site is to be consumed at the site). pay the appropriate application fees to cover a cursory interconnection review study and a load flow study (refer to fees in Appendix 7). Pay EDI for any other study costs as identified by EDI. provide all required technical information to EDI and the Transmission Administrator at the time of initial application. (Refer to Appendix 2A for specified requirements). For a 10 MW or larger generator, provide the additional information specified in Appendix 2B. design, install, operate and maintain the interconnection facilities. All necessary designs and drawings must be signed and stamped by a Professional Engineer recognized by the Province of Alberta to meet pertinent provincial, national and North American engineering and construction standards. All equipment must be certified by an accredited certification organization and conform to the current edition of Part I of the Canadian Electrical Code. pay the costs of interconnection in accordance with the Interconnection Agreement established between the Power Producer and EDI. contract with the company performing the meter data management as their Meter Data Manager for the facility. Note: EDI can be contracted as the Meter Data Manager. contact the Load Settlement Agent Department of EPCOR for any requirements needed for the load settlement. obtain all required permits and licenses, which includes: EPCOR Distribution Inc. 7 of 34

ensuring that the local inspection and code enforcement authorities accept the installation, or that the installation falls under the jurisdiction of an accredited corporation. Alberta Energy and Utilities Board (AEUB) approval and order to connect, and provide the AEUB approval and order numbers to EDI. if needed, an agreement on tariffs with the Power Pool and/or Transmission Administrator. negotiating the timing and any testing requirements for the commissioning process with EDI, and where required, with the Transmission Administrator and/or the System Controller. prior to commissioning and commencing parallel operation, obtain written approval from EDI and establish an approved operating agreement with EDI. Refer to Appendix 6 for a sample of the operating requirements. once the Power Producer's system is agreed upon by EDI, receive written approval from EDI prior to any modification being made to the Power Producer s system. EPCOR Distribution Inc. 8 of 34

4.2 EDI S RESPONSIBILITIES EDI shall provide its services within a reasonable amount of time upon receipt of fees and all relative documentation from the Power Producer. EDI will: carry out a cursory interconnection review study and the load flow studies. in the course of the application, provide information to the Power Producer of EDI s existing electric system and equipment as well as the current standards and practices related to the interconnection. provide the information as specified in Appendix 3 to the Power Producer at the appropriate times. identify additional fees for further studies, where required and provide a preliminary cost estimate to Power Producer for the interconnection. upon receipt of fees for further studies, carry out the identified studies within the negotiated time frame. Note: Delayed receipt of fees will delay scheduling. upon completion of the required studies, provide the Power Producer with a quotation for the interconnection. prepare an operating agreement with the Power Producer. Refer to details specified in Appendix 6. prepare an interconnection agreement on the interconnection cost and other related matters. There will be no additional charge to the Power Producer for the preparation of the Interconnection Agreement and the Interconnection Operating and Maintenance Agreement. review and approve the interconnection design. construct the necessary interconnection facility as agreed in the Interconnection Agreement. participate in the commissioning of the interconnection equipment as agreed to in the Interconnection Operating and Maintenance Agreement between EDI and the Power Producer. act as the Load Settlement Agent for the Power Producer to: accept the validated meter data file from the Meter Data Manager contracted by the Power Producer, EPCOR Distribution Inc. 9 of 34

process the data according to the rules set out in the Alberta Settlement Code, and provide the submitted information to the Alberta Power Pool for the Power Producer. coordinate with the Power Producer on the operation and maintenance of both the facilities of the Power Producer and EDI, as stipulated in the Interconnection Agreement. 5. METERING 5.1 FOR POWER PRODUCERS EXPORTING POWER TO THE GRID Both the Power Producer and EDI have responsibilities related to metering: The Power Producer is responsible for installing the electric meter to measure active energy and reactive energy flowing out of the producing facility into EDI s distribution system. EDI retains the right to obtain this data for internal use. EDI is responsible for installing the electric meter to measure power, active energy and reactive energy flowing from EDI s distribution system into the producing facility. The Power Producer retains the right to obtain this metering data for internal use. The metering data may be required by EDI, the Power Pool and/or Transmission Authority. Where agreeable between the parties, one physical bi-directional metering device may be used to fulfill both responsibilities. Measurement Canada provides the standards for metering installations and certification for the organization that is to maintain the metering installation. EDI provides certified metering services and the Power Producer can obtain the service for a fee. The Transmission Administrator, the Power Pool, the Load Settlement Agent, or EDI may arrange with the Power Producer to have the metering equipment tested and/or calibrated by the appropriate official. 5.2 FOR POWER PRODUCERS PRODUCING POWER FOR THEIR OWN CONSUMPTION ONLY EDI is responsible for installing the electric meter to measure power, active energy and reactive energy flowing from the electric system into the producing facility. The Power Producer retains the right to obtain this metering data for internal use. An unidirectional metering device can be used. EPCOR Distribution Inc. 10 of 34

6. OPERATING REQUIREMENTS 6.1 OPERATING AUTHORITY EDI and the Power Producer must each identify, by name or by job title, the individual within their organizations who is their Operating Authority. The Operating Authority is responsible for establishing operating procedures and standards within each organization. The Operating Authority negotiates and signs the Joint Operating Agreement described in this section. This individual also ensures that the Operator-in-Charge (see below) is competent to operate their respective system and aware of the provisions of any operating agreements and any regulations that may apply. 6.2 OPERATOR-IN-CHARGE EDI and the Power Producer must each identify the individual, by name or by job title, who is designated as Operator-in-Charge of their facilities and operates their portion of the interconnection facility. This individual must be familiar with the Interconnection Operating and Maintenance Agreement between the Power Producer and EDI, aware of the provisions of any other operating agreements and any regulations that may apply. The Operating Authority and the Operator-in-Charge may be the same person. 6.3 JOINT OPERATING AGREEMENT A joint operating agreement will be developed to provide for the safe and orderly operation of the interconnection facilities. The agreement will include, but is not limited to, the following information: a high level technical description of the Power Producer s facilities, equipment and protection devices. a high level technical description of the electric system and protection devices. a description of how the generating facility will operate (such as: interconnected, momentary parallel or isolated). the Power Producer s intent in operating the facility (such as: sales, demand reduction). the name, title and phone number of the Operating Authority and the Operator-in- Charge for each party to the agreement. provision for EDI to disconnect the generation facility for failure to meet safe operation, technical and/or power quality requirements, or if the operation of the facility is or may become dangerous to life or property. EPCOR Distribution Inc. 11 of 34

reference to safety procedures for joint work. identification of responsibility for maintaining current operating information, such as single line diagrams. isolation procedures for work on the facilities. notification requirements, if required before synchronization. any control setting parameters that could affect the interconnection, such as voltage and frequency. approval by both the Power Producer and EDI. EPCOR Distribution Inc. 12 of 34

Appendix 1 Approval Flow Chart Diagram EPCOR APPLICATION GUIDE TO POWER PRODUCERS Approval Flow Chart Diagram Note B Acceptable Preliminary Interconnection Cost Estimate EDI provides Power Producer with a) engineering study cost b) preliminary interconnection cost c) standard interconnection agreement d) EDI's tariff schedule Power Producer pays engineering study cost, then EDI provides Power Producer with a) interconnection quote & b) additional technical requirements if needed Unacceptable Power Producer modifies proposal Note A Power Producer submits application fee & information required per Application Guide (Appendix 2 & 2a) Note Re-application fee not required Power Producer agrees to pay interconnection cost then EDI & Power Producer negotiate for interconnection Power Producer approaches EDI for interconnection EDI provides Power Producer with a) Application Guide & b) Technical Guideline Decision to Proceed Yes Note C Yes NOTE Interconnection agreement signed? Yes A) See "Applicaton Fee" Table B) Includes load flow study and feasibility study C) I) EDI will stop design, approval and related work if Power Producer fails to make payment per interconnection agreement II) EDI may start design and order material if Power Producer commits to pay while interconnection agreement is being finalized D) MDM = Metering Data Manager Power Producer obtains all necessary approvals & permits from Power Pool, Transmission Authority & AEUB Note non-exporting Power Producer may not need approval from Power Pool. Please confirm with Power Pool Note D Power Producer decides on MDM & contacts EDI Load Settlement Agency Power Producer makes payment on interconnection cost per interconnection agreement 1) EDI starts detail design and construction 2) EDI approves Power Producer interconnection facility, commisioning and O&M procedures Power Producer makes all outstanding payments Yes Commisioning & energization to proceed EPCOR Distribution Inc. 13 of 34

Appendix 1 Approval Flow Chart Diagram (Continued) Power Pool Approval Flow Chart Diagram Notes To sell electric energy through the Power Pool of Alberta, a Power Producer must become a pool participant. This involves signing a participant contract, paying trading charges and signing an agreement with the Transmission Administrator. Importers and exporters must also demonstrate that they have service agreements for energy transmission between Alberta and the adjoining province, state or territory. Grid Access The Transmission Administrator is responsible for: prudent financial arrangements with facility owners so that system access may be provided. setting tariffs for the use of the transmission system. setting reasonable standards and requirements for system support services such as operating reserves. contracting for system support services. Transmission Administrator Interconnection Agreement For details of Transmission Administrator procedures, refer to the Transmission Administrator's website at www.eal.ab.ca. Operating Agreement A sample of an Interconnection Operating and Maintenance Agreement is included in Appendix 6. The Power Producer must contact EDI to negotiate an individual agreement. Alberta Energy and Utility Board Approval For AEUB procedures, refer to the AEUB website at www.eub.ab.ca. EPCOR Distribution Inc. 14 of 34

Appendix 2 Generator Application Form GENERATOR APPLICATION FORM Please ensure the completeness of the required information below and include the appropriate application fee: 1. Service Location: Legal Service Description Lot/Block/Plan 2. Project Description: New Extension Upgrading Existing Service 3. EDI Supplies Step-Up Transformer: YES NO 4. Supply Voltage: 120/240V 1 phase 120/208Y, 3 phase 4 wire 277/480Y, 3 phase 4 wire 347/600Y, 3 phase 4 wire 13.8 kv, 3 phase 4 wire 25 kv, 3 phase 4 wire other 5. EDI Supplies Bi-Directional Meter: YES NO 6. Company Name: 7. Company Address: 8. Contact Name: 8a. Title: 8b. Phone: 8c. Fax: 8d. E-Mail: EPCOR Distribution Inc. 15 of 34

Appendix 2 Generator Application Form (Continued) 9. Consultant Company: (If different from the information in 8) 9a. Contact Name: 9b. Title: 9c. Phone Number: 9d. Fax Number: 9e. E-Mail: 9f. Name of Professional Engineer: (The Engineer signing all the Power Producer s plans, drawings and documents must be registered with APEGGA) 10. Generator Type: Synchronous Induction Micro Turbine/load following Micro Inverter Other 10a. Generator Size: kw (number of units to be installed) 10b. Generator Connection Configuration: Delta Wye Wye-Ground 10c. Generator to Export Any Energy: YES NO 10d. Generator to Sell All Energy to Power Pool: YES NO 10e. Generator to Provide Energy to Onsite Load: YES NO 10f. Generator Mode of Operation: Parallel (interconnected with EDI) Momentary Parallel (< 30 Cycles) Isolated (never interconnected with EDI) EPCOR Distribution Inc. 16 of 34

Appendix 2 Generator Application Form (Continued) 10g. Induction Generator (or other generators started as a motor) Only: Starting In-rush Current: Frequency of Starts: amps at rated volts number per day/week/month 11. Anticipated Service Life: 5 Years/10 Years/15 Years/Other 12. Onsite Load: Existing kw New kw Total kw 13. Estimated Required Date: 14. Requested In-Service Date: 15. Other Design Information Please provide all information listed in Appendix 2A. For generators larger than or equal to 10 MW, provide the information listed in both Appendix 2A and 2B. 16. Comments Special requirements. (underground costs, land-owner or community concerns) EPCOR Distribution Inc. 17 of 34

Appendix 2A Design and Operating Information Required from the Power Producer Design and Operating Information Required By EDI Attach actual information (if known) or a best estimate with this Application Form. Actual information should be submitted as soon as it is available. Area Technical Information Required Special Notes General Information Interconnection Protection Prime Mover Generator Detailed map showing the proposed location Survey plot plan Site plan showing the arrangement of the major equipment Diagram showing the voltage and current rating of each major component Complete and accurate protection diagrams Description of the proposed protection schemes Single Line Diagrams (schematic) Relay settings, commissioning and testing procedures of relays and interconnection equipment Maintenance plans for the interconnection protective and interrupting devices Type, make and model Rating Inertia constant Governor droop Make and model Nominal kva rating Maximum continuous rating Emergency rating Nominal voltage rating Speed Inertia constant Grounding details ungrounded, solid, impedance, etc. Impedances (direct and quadrature, transient and subtransient) positive, negative, and zero sequence including kva base. This information can be supplied after the design of the facility is approved by EDI. This information is to be supplied before the facility is energized. Typical values can be supplied initially. Data obtained by manufacturer in actual testing of the generator shall be provided as soon as available. EPCOR Distribution Inc. 18 of 34

Appendix 2A Design and Operating Information Required from the Power Producer (Continued) Design and Operating Information Required By EDI Attach actual information (if known) or a best estimate with this Application Form. Actual information should be submitted as soon as it is available. Area Technical Information Special Notes Required Power Factor Regulator Excitation System Exciter Voltage Regulator Exciter Voltage Regulator Compensator Transformer(s) Onsite Load Information Limits of range of reactive power (VAr) lagging and leading Accuracy tolerance of setting Type (static or brushless) Make and model Rating (peak voltage/peak current) Type (digital or analog) Make and model Regulator setting range Regulator setting tolerance Type of input(s) Compensating resistance(s) Compensating reactance(s) kva base rating Fan rating, cooling type High voltage nominal voltage, connection, grounding details Low voltage nominal voltage, connection, grounding details Tertiary nominal voltage, connection, grounding details Impedances positive & zero sequence including kva base Tap changer on-load or off-load, tap chart Ratio and accuracy class of instrument transformers. If multiratio, state the available ratios and the proposed ratio. Station service load Auxiliary or start up power Can be supplied after transformer is ordered. If applicable. This information can be supplied after the transformer is ordered. requirements Estimated daily and annual load factor Safety Codes Compliance Permit or equivalent Must be submitted before commissioning. EPCOR Distribution Inc. 19 of 34

Appendix 2B Analytical Modeling Information Required from the Power Producer for a 10 MW or Larger Generator In some cases, a generator (or the aggregate generation on a line) is large enough that adjacent customers or the dynamic stability of EDI s electric system could be affected. In such cases, the Power Producer is required to submit detailed information (additional to that listed in Appendix 2A) to allow EDI to model the transient, dynamic and steady state behavior of the generator consistent with Western Electricity Coordinating Council (WECC) modeling criteria. EDI is responsible for determining where such an impact is likely to occur. Power Producers are responsible for ensuring that the data they submit provides an adequate mathematical representation of their facility s electric behavior. Data may be supplied by the manufacturer, or may be acquired directly by testing. Where data is not available prior to the purchase of equipment, it should be submitted as soon as it becomes available. Such information shall include: I. GENERATOR A. For Synchronous Generators only 1. Speed (RPM) 2. Inertia constant (H) 3. Damping factor (D) 4. Direct axis synchronous reactance (x d ) 5. Direct axis transient reactance (x d ) 6. Direct axis subtransient reactance (x d ) 7. Direct axis transient time constant (T do ) 8. Direct axis subtransient time constant (T do ) 9. Quadrature axis synchronous reactance (x q ) 10. Quadrature axis transient reactance (x q ) 11. Quadrature axis subtransient reactance (x q ) 12. Quadrature axis transient time constant (T qo ) 13. Quadrature axis subtransient time constant (T qo ) 14. Stator resistance (R) 15. Stator leakage reactance (X l ) 16. Saturation factor at 1.0 per-unit flux (S 1.0 )* 17. Saturation factor at 1.2 per-unit flux (S 1.2 )* 18. Negative sequence resistance (R 2 ) 19. Negative sequence reactance (X 2 ) 20. Zero sequence resistance (R 0 ) 21. Zero sequence reactance (X 0 ) 22. Excitation system type (AC or DC; rotary, brushless or static ) ** 23. Excitation system filter time constant (T r ) ** 24. Excitation system lead time constant (T c ) ** 25. Excitation system lag time constant, (T b ) ** EPCOR Distribution Inc. 20 of 34

Appendix 2B Analytical Modeling Information Required from the Power Producer for a 10 MW or Larger Generator (Continued) A. For Synchronous Generators only (continued) 26. Excitation system controller gain (K a ) ** 27. Excitation system controller lag time constant (Ta) ** 28. Excitation system maximum controller output (V rmax ) ** 29. Excitation system minimum controller output (V rmin ) ** 30. Excitation system regulation factor (K c ) ** 31. Excitation system rate feedback gain (K f ) ** 32. Excitation system rate feedback time constant (T f ) ** B. For Induction Generators only 1. Speed (RPM) 2. Inertia constant (H) 3. Steady state reactance (x d ) 4. Transient reactance (x d ) 5. Subtransient reactance (x d ) 6. Transient time constant (T ) 7. Subtransient time constant (T ) 8. Stator resistance (R) 9. Stator leakage reactance (X l ) 10. Saturation factor at 1.0 per-unit flux (S 1.0 )* 11. Saturation factor at 1.2 per-unit flux (S 1.2 )* 12. Negative sequence resistance (R 2 ) 13. Negative sequence reactance (X 2 ) 14. Zero sequence resistance (R 0 ) 15. Zero sequence reactance (X 0 ) * Or, submit saturation curves. ** Or, submit a Laplace-domain control block diagram showing all control blocks with all time constants greater than 0.02s, completely specifying the transfer function from the compensator output voltage (or generator terminal voltage, if there is no compensator) and field current, to the generator field voltage. C. For Inverter Generators only 1. Laplace-domain control block diagrams showing: all control blocks with all time constants greater than 0.02s, complete specification of the transfer function from the distribution system inputs (bus voltage and system frequency), to the Power Producer s outputs to the distribution facility (electric power, terminal voltage, terminal current, angle and frequency). EPCOR Distribution Inc. 21 of 34

Appendix 2B Analytical Modeling Information Required from the Power Producer for a 10 MW or Larger Generator (Continued) II. Governor 1. Governor lead time constant (T 2 ) * 2. Governor lag time constant(s) (T 1 ) * 3. Permanent droop (R) or Governor gain (K) * 4. Fuel starting delay (T w or T 4 ) * 5. Minimum turbine power * 6. Maximum valve or gate opening velocity * 7. Maximum valve or gate closing velocity * 8. Maximum valve or gate position * 9. Minimum valve or gate position * 10. Turbine damping * 11. Governor non-linearity characteristic curve (Gate position to output power) 12. Reheat delay time constants * 13. Reheat stage gains * * Or, submit a Laplace-domain control block diagram showing all control blocks with all time constants greater than 0.02s, completely specifying the transfer function from system frequency or generator speed, to the turbine mechanical power output. EPCOR Distribution Inc. 22 of 34

Appendix 3 Information To Be Provided By EDI Information to be provided by EDI in different stages at the appropriate times and subject to the payment of agreed fees to EDI. Where requested, following application for interconnection by the Power Producer and the receipt of all agreed upon fees, the following information will be provided to the Power Producer at the appropriate times and stages. Some or all of this information will be required by the Power Producer to properly design the interconnection protection. 1. Single line diagrams or maps of the electric system to the point of common coupling. 2. The results of a cursory interconnection review study and a load flow study documenting the availability of system capacity. 3. Maximum and minimum normal and emergency system operating voltage ranges at the point of common coupling. 4. Minimum and maximum 60 Hz source impedances (positive-sequence, negativesequence and zero-sequence) at the point of common coupling. 5. Planning, operating and reliability criteria, standards and policies. 6. Clearing and reclosing times for single phase and multiple phase faults occurring on EDI s electric facility. 7. Harmonic impedance envelope at the point of common coupling. 8. EDI's relay types, characteristics and settings at the point of common coupling for the Power Producer to coordinate their relays. 9. Costs of studies and any required changes to EDI s facilities. 10. Cost estimates and time schedule to build the upstream facilities. EPCOR Distribution Inc. 23 of 34

Appendix 4 Applicable Codes and Standards The following list is provided for your reference purposes: Part 1 of the Canadian Electrical Code CSA Standard CAN3-C235-83 Preferred Voltage Levels for AC Systems 0 to 50 000 V CEA Report 128 D 767: Connecting Small Generators to Utility Distribution Systems IEEE Std. 519-1992 IEEE Recommended Practices and Requirements for Harmonic Control in Electric Power Systems IEEE P1547 Draft Standard for Interconnecting Distributed Resources with Electric Power Systems NEMA Standards Publication MG 1 Motors and Generators Measurement System Standard - Transmission Administrator Metering Standard GC-302 Pool Code Power Pool of Alberta EPCOR Distribution Inc. 24 of 34

Appendix 5 Typical Interconnection of Electric Power Production Sources EDI Breaker EDI Electric System Disconnecting Means Power Producer Facility Main Entrance Breaker Isolating Switch Breaker Fuse Switch Local Load Transformer Breaker Disconnecting Means - Generator Generator Typical Interconnection of Electric Power Production Sources (reference 1998 CE Code Handbook Figure 84-002) EPCOR Distribution Inc. 25 of 34

Appendix 6 Interconnection Operating and Maintenance Agreement Sample This is a sample of an Interconnection Operating and Maintenance Agreement that will be attached to and form part of the Interconnection Agreement. Dated: SCHEDULE B Interconnection Operating and Maintenance Agreement Between (Power Producer) (name, address, and short description of interconnected facility) And EPCOR Distribution Inc. (EDI) The Electrical Distribution facilities owned by EPCOR (short description of EDI interconnection feeder and/or substation) This agreement provides for the safe and orderly operation of the electrical facilities, interconnecting (Power Producer) s facilities with EPCOR s facilities. This Agreement does not supersede any requirements outlined in Government Regulations such as, but not limited to, the Alberta Safety Codes Act, the Alberta Electrical and Communication Utility Code, the Canadian Electrical Code, the Occupational Health and Safety Act, the EDI Technical Guideline for Interconnection of Generators to the Distribution System, and the EPCOR Customer Connection Guide. Nor does it supersede any of the Terms and Conditions of the EPCOR Distribution Tariff. 1. Intent of Parties: It is the intent of (Power Producer) to take some electrical supply through EDI s facilities and at times to provide some onsite generation to supply their own load. (Power Producer) at their discretion may also dispatch surplus power through EPCOR s (describe EDI facilities). It is expected that this surplus power will be limited to a maximum of MVA. 2. Operating Authority: The Operating Authority is the person identified by name or job title that is responsible for establishing operating procedures and standards within their organization. The Operating Authority shall ensure that timely updates are made to this document to reflect any changes to disconnect devices and single line diagrams referenced in this document. The Operating Authority for (Power Producer) and for EDI shall ensure that the Operators of the generator s facilities and the distribution facilities are competent in the operation of their respective electrical systems and are aware of the provisions of any operating agreements and regulations relating to the safe operation of electrical power systems. EPCOR Distribution Inc. 26 of 34

SCHEDULE B Interconnection Operating and Maintenance Agreement (Continued) The Operating Authority for EDI is: Manager of Operations North Service Centre 12116 107 Street Edmonton, Alberta T5G 2S7 Phone: (780) 412-4411 Fax: (780) 412-4530 The Operating Authority for (Power Producer) is: Department Name Address Phone: Fax: 3. Operator-in-Charge: The Operator-in-Charge is the person identified by name or job title that is responsible for the real time operation of all electrical facilities related to the interconnection and owned by their organization. The Operator-in-Charge for EDI is: D & T System Control Operator North Service Centre 12116 107 Street Edmonton, Alberta T5G 2S7 Phone: (780) 412-4501 Fax: (780) 412-4530 The Operator-in-Charge for (Power Producer) is: Describe position Address Phone: Fax: 4. Points of Interconnection: (Power Producer) owns and is responsible for the maintenance and operation of all their facilities on their side of the interconnection point. EDI owns and is responsible for the maintenance and operation of all their facilities on their side of the interconnection point. The interconnection point will be referred to as the Point of Common Coupling. The Point of Common Coupling (PCC) is defined as: For Ownership & Maintenance Purposes (describe) For Operational Purposes ONLY (describe) EPCOR Distribution Inc. 27 of 34

SCHEDULE B Interconnection Operating and Maintenance Agreement (Continued) 5. Suspension of Interconnection: The interconnection must not compromise EDI s protection or operational requirements. The operation of (Power Producer) s system and the quality of electric energy supplied by (Power Producer) shall meet the standards as specified in the EDI Technical Guideline for Interconnection of Generators to the Distribution System, most notably: Voltage Flicker Section 10.5.1 of IEEE Std. 519-1992 IEEE Recommended Practices and Requirements for Harmonic Control in Electrical Power Systems. Harmonics Table 10.3 of IEEE Std. 519-1992 IEEE Recommended Practices and Requirements for Harmonic Control in Electrical Power Systems. Should the operation of (Power Producer) s system or the quality of the electric energy supplied not meet the standards as specified, then EDI will notify (Power Producer) to take reasonable and expedient corrective action. EDI shall have the right to disconnect (Power Producer) until compliance is reasonably demonstrated. Notwithstanding, EDI may in its sole discretion disconnect all or any of their facilities (feeders) from service to (Power Producer) without notice if the continued operation of (Power Producer) s facilities may be or may become dangerous to life or property. 6. Description of Facilities: (Power Producer) s facilities consist of a (size), (type), (connection) generator connected to the electric distribution facility through the main bus at the facility. EDI s facilities consist of a (voltage in) kv line (line number) and a (transformer size), (transformer connection designation) transformer. A. Rating & Use of EDI facilities (describe the size and maximum loading of EDI facilities) B. Requirements for Operation of the (Power Producer) Generator(s) This Operating Agreement allows for export of energy from (Power Producer) s (describe what generator(s). (Power Producer) shall have the generator(s) designed to operate interconnected with EDI s distribution system connected to EDI s circuits/feeders. As such, the generator(s) must be equipped with properly rated circuit breakers that will permit (Power Producer) to operate when either producing or consuming power. These breaker facilities are: (describe breaker facilities). (Power Producer) shall comply with EDI s requirements for protective relaying, control and automation of the interconnected generator(s) and switchgear. (Power Producer) shall install an acceptable visible disconnecting device, which can be locked in an open position and tagged by EDI as a means of isolating (Power Producer) s electrical facilities from EDI s electrical system. EPCOR Distribution Inc. 28 of 34

SCHEDULE B Interconnection Operating and Maintenance Agreement (Continued) (Power Producer) shall have a means of synchronizing each generator to EDI s system. In the absence of outstanding clearances between the Operators-in-Charge, EDI does not require notice, prior to synchronization taking place. (Power Producer) recognizes that on EDI s upstream facilities there are no synchronization schemes in place, and that EPCOR substations contain automatic equipment that will provide for voltage regulation or automatic reclosing under some conditions. (Power Producer) s generator(s) must be capable of controlling power factor and voltage to (setting, tolerance) at the generator terminals. (Power Producer) s facilities shall be capable of disconnecting and lockout from EDI s interconnected facilities during any interruptions to this system so that (Power Producer) s facilities will either shut down or continue to operate in an isolated mode supplying only its own load. Reset of lockout shall not be allowed without permission from the EDI Operatorin-Charge. C. Protection Settings The (Power Producer) s generator(s) will have the following protection settings: Overfrequency trip setting is Hz at a time delay of sec. Underfrequency trip setting is Hz at a time delay of sec. (add any other special protection settings required or agreed to) D. Normal Mode of Operation (see attached single line diagram) (describe the normal mode) E. Abnormal Operating Conditions (describe the abnormal conditions) 7. Safe Work and Environmental Planning: Safe work and environmental planning procedures such as pre-job plans and tailboard conference procedures will be followed where both parties are involved in work. This document should not be interpreted as to change the intent of the EDI operating procedures or safe work plans. Any contradictions are to be identified and resolved prior to work commencing. Safe work routines described in Division D of the Alberta Electrical and Communication Utility Code (AECUC) will be followed in providing isolation for work on any part of the interconnected system. 8. Outages: A. Maintenance Outages Maintenance outages will occasionally be required on the EDI system and on (Power Producer) s system. Both parties will provide as much notice and planning as possible to minimize downtime. It is noted that in some emergency cases such notice may not be possible. The Operator-in-Charge in each party to this agreement will coordinate outages with each other. EPCOR Distribution Inc. 29 of 34

SCHEDULE B Interconnection Operating and Maintenance Agreement (Continued) B. Unscheduled Outages Unscheduled outages may occur because of relay operation or operator intervention in an emergency situation. Following an unscheduled outage, EDI will make reasonable efforts to restore (Power Producer) s facilities as soon as possible while balancing as necessary the need to restore other system elements. 9. Access: Access is required by EDI to (Power Producer) s facilities for maintenance and operation of any EDI owned equipment within the facility and for meter reading. Access will be arranged through the Operator-in-Charge. 10. Commissioning and Maintenance of (Power Producer) s Facilities: A. Commissioning Testing Commissioning testing of (Power Producer) s generator(s) and interconnection facilities will be performed prior to interconnection. As part of the commissioning process, (Power Producer) shall provide EDI with all test reports and the relay calibration reports for the generators and interconnection switchgear. Commissioning testing, where required, will be performed onsite to verify protective settings and functionality as per EDI relay test procedures. Upon initial parallel operation of a generating facility, or any time interconnection hardware or software is changed and may affect the functions listed below, a commissioning test must be performed by qualified personnel. Qualified personnel include professional engineers and certified technicians/licensed electricians with experience and training in testing protective equipment. Commissioning testing must be performed in accordance with the manufacturer s recommended test procedure to prove the settings and requirements of this document. EDI has the right to witness commissioning tests as described below, or to require written certification by the installer describing which tests were performed and their results. Any exemptions, from performing a commissioning test, must be agreed upon in writing by EDI. Functions to be tested during commissioning, particularly with respect to non-certified equipment, may consist of the following: 1. Over and under voltage, 2. Over and under frequency, 3. Anti-islanding function (if applicable), 4. Export limit function (if applicable), 5. Inability to energize dead line, 6. Time delay on restart after utility source is stable, 7. Utility system fault detection (if used), 8. Synchronizing controls (if applicable), 9. Other interconnection protective functions that may be required as part of the Interconnection Operating and Maintenance Agreement. Other checks and tests required to be performed include: EPCOR Distribution Inc. 30 of 34

SCHEDULE B Interconnection Operating and Maintenance Agreement (Continued) 10. Verifying final protective settings. 11. Trip test. 12. On-load test. a) Certified Equipment Generating facilities that are judged to have little or no potential impact on EDI s distribution system need only incorporate certified equipment which, at a minimum, have passed their type tests. For such generating facilities, it is necessary to perform only the following tests: 1) Protection settings that have been changed after factory testing will require field verification. Tests will be performed using secondary injection, applied waveforms, a simulated utility, or, if none of the preceding tests are possible, a settings adjustment test, if the unit provides discrete readouts of the settings, to show that the device trips at the measured (actual) utility voltage or frequency. 2) The anti-islanding function, if provided, will be checked by operating a load break disconnect switch or circuit breaker 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. 3) The export limit function will be tested using secondary injection techniques. Alternatively, this function may be tested by adjusting the generating facility output and local loads to verify that the applicable export limit criterion (such as reverse power or minimum power) is met. The interconnection study may impose additional components or additional testing. b) Non-Certified Equipment Non-certified equipment shall be subject to the appropriate tests specified by EDI. With EDI s approval, these tests may be performed in the factory, in the field as part of commissioning, or a combination of both. EDI, at its discretion, may also approve a reduced set of tests for a particular application or, for example, if EDI determines that they have sufficient familiarity with the equipment. c) Verification of Settings If protective function settings have been adjusted as part of the commissioning process, then following the completion of such testing, (Power Producer) shall confirm that all devices are set to EDI approved settings. This step shall be documented in the Relay Operation Order certified by a Professional Engineer. d) Trip Tests Interconnection protective devices (e.g. reverse power relays) that have not previously been tested as part of the interconnection system with their associated interrupting devices (e.g. contactor or circuit breaker), shall be trip tested during commissioning. The EPCOR Distribution Inc. 31 of 34

SCHEDULE B Interconnection Operating and Maintenance Agreement (Continued) trip test shall be adequate to prove that the associated interrupting devices open when the protective devices operate. Interlocking circuits between protective devices and between interrupting devices shall be similarly tested unless they are part of a system that has been tested and approved during manufacture. e) On-Load Tests 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 on-load test during commissioning. This test will verify proper wiring, polarity, sensing signals, CT/PT ratios, and proper operation of the measuring circuits. The on-load test shall be made with the power system energized and carrying a known level of voltage and current. A measurement shall be made of the magnitude and phase angle of each AC voltage and AC current connected to the protective device and the results compared to expected values. 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. Otherwise, calibrated portable ammeters, voltmeters, and phase-angle meters shall be used. f) Switchgear and Metering EDI reserves the right to witness the testing of installed switchgear, and metering. (Power Producer) shall notify EDI at least 10 working days prior to any testing. B. Periodic Testing The periodical testing, calibration, and maintenance of generators and interconnection facilities shall be carried out in accordance with a maintenance schedule agreement between (Power Producer) and EDI. This includes the protective relaying, controls and automations. (Power Producer) shall maintain periodic test reports or a log for inspection by EDI. At the agreed intervals, (Power Producer) shall submit to EDI for their review the maintenance, test and calibration reports as a condition of continuing the interconnection agreement. EDI may elect to check the setting and operation of (Power Producer) s protective relaying under the aforesaid maintenance schedule agreement, as they deem appropriate. Any system that depends upon a battery for trip power shall be checked and logged once per month for proper voltage, or monitored continuously. 11. Notice of Changes to Protection and Control: (Power Producer) s Operating Authority shall notify EDI s Operating Authority in writing of any intention to alter the settings on any protection and control devices which could affect EDI s system. The final settings shall be established by mutual agreement between EDI and (Power Producer). EPCOR Distribution Inc. 32 of 34

SCHEDULE B Interconnection Operating and Maintenance Agreement (Continued) 12. Revision and Approval: This document is valid for a period of five (5) years, after which it will be reviewed for currency and reissued. APPROVED BY: EDI Operating Authority (Power Producer) Operating Authority Print Name and Title below Print Name and Title below Date: Date: EPCOR Distribution Inc. 33 of 34

Appendix 7 Application Fee Structure Fee Schedule TYPE OF GENERATOR Size of Installed Generation Micro Inverter Load Following/ Micro Turbine Induction Synchronous Less than 5 kw $150 $300 $500 $1,000 Less than 250 kw $300 $300 $500 $1,500 Greater than 250 kw N/A $600 $1,000 $1,500 Forward your application with the appropriate cheque payable to EPCOR Distribution Inc. and required documents to: CONTACTS South Edmonton Customer Engineering Services South North Edmonton Customer Engineering Services North Contact: Rick Geisler Contact: Peter Bowman Title: Manager, CES South Title: Manager, CES North Address: 8743-58 Avenue Address: 12116-107 Street Edmonton, Alberta Edmonton, Alberta Phone: (780) 412-3503 Phone: (780) 412-4429 Fax: (780) 412-7955 Fax: (780) 412-4460 *Note: The application fee ONLY covers a cursory interconnection review study and load flow study. EPCOR Distribution Inc. 34 of 34