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EPCOR Victoria Substation E511S Breaker Addition V1

Project No. 1711 AESO Functional Specification Page 2 of 13

Functional Specification Revision History

Revision Description of Revision By Date

R0B0 • For Comments Henry Ng June 21, 2016

R0B1 • For External Review Henry Ng June 29, 2016

R0 • For Issuance Henry Ng July 13, 2016

V1 • Removed SASR submission

date

• Updated Section 5.3 Henry Ng Nov 14, 2016



TABLE OF CONTENTS

1 PURPOSE ......................................................................................... 4 2 INTERPRETATION AND VARIANCES ............................................... 4 4 FORECAST OF FUTURE DEVELOPMENT IN THE PROJECT AREA .......................................................................................................... 5 5 SCOPE OF WORK ........................................................................... 5

5.1 General ........................................................................................................... 5 5.2 Compliance with AESO Authoritative Documents .......................................... 5 5.3 Modeling Data Requirements ......................................................................... 6 5.4 Substation Equipment Specifications ............................................................. 6 5.5 Specific Scope of Work for the Legal Owner of the Transmission Facility ...... 7 5.6 Market Participant Scope of Work .................................................................. 7

6 TRANSMISSION SYSTEM OPERATING CHARACTERISTICS ....... 8 6.1 Short Circuit Current Levels ............................................................................ 8 6.2 Voltage Levels .............................................................................................. 10 6.3 Insulation Levels ........................................................................................... 11

7 APPENDICES ................................................................................. 12 7.1 Existing Transmission System and the proposed project area ..................... 12 7.2 Single Line Diagram Victoria E511S Proposed Development ...................... 13



1 PURPOSE (1) The purpose of this document (“Functional Specification”) is to set out the technical specifications and requirements and approved variances issued by the AESO to the legal owner of the transmission facility, EPCOR Distribution & Transmission Inc.(EDTI) TFO, and the market participant, EDTI DFO, related to the design, construction, development and commissioning of certain new or modified facilities (the “Project”) that have been proposed for or are related to a physical facilities connection with the interconnected electric system (the "Purpose"). (2) This Functional Specification is issued for the Purpose only, and the legal owner of the transmission facility and the market participant must comply with the Functional Specification provisions.

(3) The AESO is not responsible for any facilities designed by or for any third party, or installed on a third party’s behalf, to accomplish the connection of the Project facilities.

(4) This Functional Specification includes: (i) certain specific engineering, technical and functional requirements for the Project; (ii) the requirements to comply with ISO rules, including OPPs, reliability standards,

technical standards, and ISO tariff provisions (collectively called the “Authoritative Documents”);

(iii) the electrical system environment in which the connecting facilities must be designed and operated; and

(iv) any approved variances from requirements set out in any applicable AESO Authoritative Documents.

2 INTERPRETATION AND VARIANCES (1) Subject to subsection (2), any revision or variance to any of the Functional Specification provisions by the legal owner of the transmission facility or the market participant is prohibited.

(2) The legal owner of the transmission facility or the market participant may make application, jointly or individually, in writing to the AESO requesting a variance to this Functional Specification, and the AESO may in writing approve of the variance after the AESO has completed an analysis of the implications to the interconnected electric system with respect to the requested variance.

3 PROJECT OVERVIEW The market participant has submitted to the AESO a System Access Service Request (SASR) for a Demand Transmission Service (Rate DTS) increase of 6.08 MW, from 133.92 MW to 140.0 MW, at existing Victoria E511S substation to support the proposed load increase around Victoria Substation. The existing Victoria Substation is located in the Edmonton area, AESO Planning Area 60.

The proposed project developments include:

• Addition of two (2) 15 kV circuit breakers at existing Victoria E511S substation.

The scheduled in-service date (ISD) for this project is March, 2017.



4 FORECAST OF FUTURE DEVELOPMENT IN THE PROJECT AREA Refer to the AESO 2015 Long – term Transmission Plan on the AESO’s website (www.aeso.ca) for further information regarding future developments in the Edmonton area.

5 SCOPE OF WORK 5.1 General (1) The legal owner of the transmission facility and the market participant must complete all engineering, design, land or land-use acquisition, siting, public consultation, applicable regulatory approvals and permits, material procurement, construction, commissioning, and associated permitting requirements for the Project facilities.

(2) The legal owner of the transmission facility and the market participant must coordinate with each other as required on all Project facility design details, including protection and control, grounding, insulation, point of connection, site layout with proper consideration of maintenance coordination.

(3) The legal owner of the transmission facility and the market participant must develop joint operating procedures and any connection agreements as required such that all connecting transmission facilities will operate safely and reliably. (4) The legal owner of the transmission facility and the market participant must deliver to the AESO all final design and as-built Project facility information and records in the format and content required by the AESO, to enable the AESO to update and maintain its transmission technical records and system models.

(5) The legal owner of the transmission facility and the market participant must submit the Project information and records referred to in subsection (4) above, under the professional stamp and signature of a registered professional engineer in Alberta who assumes responsibility for the preparation and accuracy of the content of the information and records.

(6) The legal owner of the transmission facility and the market participant must mutually agree on each party’s roles and responsibilities regarding inspection of all facilities of the Project prior to energization of the facilities.

(7) The legal owner of the transmission facility and the market participant must ensure prior to energization of any or all of their respective Project facilities, that the facilities to be energized have been inspected by qualified personnel, so that the facilities are declared to be:

(a) safe for operation; and

(b) in compliance with this Functional Specification, Alberta Reliability Standards and any Authoritative Documents for which the Project must comply.

(8) No Project facilities are to be energized until an energization authorization has been issued by the AESO in accordance with the ISO rules.

5.2 Compliance with AESO Authoritative Documents The legal owner of the transmission facility and the market participant must comply with the Authoritative Documents provisions which are applicable to the Project and which must be incorporated into the design, construction, commissioning and operation of the connecting facilities and other connection Project work, including but not limited to these provisions contained herein:

http://www.aeso.ca/



• AESO Operating Policies and Procedures

• Alberta Reliability Standards

• AESO Measurement System Standard Rev. 1 (dated September 18, 2007)1;

• ISO rules including: Section 502.2, Bulk Transmission Line Technical Requirements (effective January 1,

2012);

Section 502.3, Interconnected Electric System Protection Requirements (effective March 27, 2015);

Section 502.4, Automated Dispatch and Messaging System and Voice Communication Systems Requirements (effective March 27, 2015);

Section 502.8, SCADA Technical and Operating Requirements (effective March 27, 2015);

• AESO Generation and Load Interconnection Standard (dated September 19, 2006)1.

5.3 Modeling Data Requirements All modeling data shall be provided as per the Information Document ID# 2010-001R Facility Modelling Data (issued July 26, 2016).

5.4 Substation Equipment Specifications All new substation equipment2 must meet the following minimum specifications:

• Temperature rating of -50ºC for all outdoor equipment. Equipment maximum and minimum continuous voltage ratings as indicated in Table 4.

• Minimum continuous equipment current ratings as indicated in Table 1. • Equipment maximum fault duty: 30 kA for 15 kV, 40 kA for 72 kV and 240 kV.

Table1. Minimum Continuous Equipment Current Ratings (A)

Component Note 5 72 kV

Main Bus Note 1 1200

Cross Bus Note 2, 3 600

Equipment or line terminal Note 4 600 Notes for Table 1: Note 1: Main bus includes all sections of ring bus scheme or single bus of simple bus or breaker and a half

scheme except the portion of the bus connecting to a transformer. Note 2: Cross bus includes diameter sections of breaker and a half or breaker and a third schemes. Note 3: Cross bus can have higher minimum current rating based on bus configuration and equipment

connectivity.

1 The AESO considers this standard to remain in effect notwithstanding the statement in clause 1.5 of this standard. 2 Equipment includes such items as the power transformer, circuit breaker, capacitor bank, shunt reactor, high voltage current transformer, potential transformer, bus work, air break, and switchgear.



Note 4: Line terminal includes all equipment and conductor from the transmission line to the line breakers. Note 5: Current rating of the equipment below 69 kV within the substation shall be determined by the legal owner

of the transmission facility, in consultation with market participants.

5.5 Specific Scope of Work for the Legal Owner of the Transmission Facility (1) General Requirements • Coordinate with the market participant to develop necessary connection agreements and

joint operating procedures.

• Ensure Project safety is appropriately managed from design through energization.

• Undertake all required grounding studies, testing and mitigation as required for electrical safety.

• Complete grounding studies, testing and mitigation for electrical effects on communication systems.

• Complete insulation coordination studies and coordinate with the market participant as required to establish appropriate insulation levels.

• All site preparation, fencing, foundations, grounding, support structures, termination structures, duct work, cabling, bus work, station service, control building, protection, controls, etc. as required.

(2) Victoria Substation E511S– See Appendix 7.1 Substation Equipment Install two (2) 15 kV circuit breakers.

Install all other 15 kV equipment as required for the operation and connection purposes.

Coordinate with the market participant to connect three (3) proposed new 15 kV distribution feeders.

Protection and Control Complete system protection coordination studies and coordinate with the market

participant as required to establish settings appropriate for the facility additions and Alberta Interconnected Electric System (AIES) operations.

Install all the required protection and control equipment for the facility additions.

Review and modify the protections as required at remote end substation to accommodate the new equipment additions.

Revenue Metering Provide the description of the measurement point location for the point of delivery/point

of supply, and the acceptable installation for revenue metering in order to report on the measurement point.

5.6 Market Participant Scope of Work (1) General Requirements

• Coordinate with the legal owner of the transmission facility to develop necessary connection agreements and joint operating procedures.

• Coordinate with the legal owner of the transmission facility to connect three (3) proposed new 15 kV distribution feeders.



• Undertake all required grounding studies, testing, and mitigation to ensure the connecting distribution facilities are safe.

• Ensure distribution connection safety is appropriately managed from design through energization.

6 TRANSMISSION SYSTEM OPERATING CHARACTERISTICS The legal owner of the transmission facility and the market participant must ensure all facilities are capable of operating in the following electrical environment.

6.1 Short Circuit Current Levels (1) The short circuit current levels set out in Tables 2 to 3 have been developed by the AESO based on information provided by the legal owners of the transmission facility, any connecting generating units, and adjacent operating areas. Available fault current levels will continue to increase as generation, transmission, and system inter-ties are added to the interconnected electric system. The legal owner of the transmission facility and market participant must continue to review the fault levels and their equipment ratings for adequacy.

(2) Any future equipment upgrades or protection system setting changes required due to increasing fault levels are the responsibility of the legal owner of the transmission facility or the market participant, as applicable. (3) The following assumptions were incorporated into the AESO short circuit current models:

(i) All expected Alberta generation is dispatched. (ii) All transmission elements are in service. (iii) The proposed Project facility is connected as per this document. (iv) Vbase = Vbus, MVAbase = 100

Table 2a: Summary of Short-Circuit Current Levels – Year 2017 WP –Pre-Connection

Substation Voltage Voltage Fault Sequence Fault Thevenin Source

Name & Bus number. (kV) (kV) (kA) Thevenin Source (kA) Impedance

Impedance Castle Downs 519 240 247.5 15.5 0.003082 + J0.015254 13.9 0.003286 + J0.020632

Victoria 533 69 72.1 28.6 0.005026 + J0.028809 36.6 0.003056 + J0.009763

Victoria 25337 14.4 14.34 28.2 0.032746 +J0.138279 29.4 0.002684 + J0.127336

Victoria 25338 14.4 14.34 28.2 0.032746 +J0.138279 29.4 0.002684 + J0.127336

North Calder 137 240 248.3 16.8 0.002997 + J0.013976 14.3 0.003787 + J0.021648

Woodcraft 534 69 71.5 11.7 0.021510 + J0.067981 11.1 0.057196 + J0.065679

Kennedale 528 69 72.6 21.9 0.007928 + J0.037452 21.3 0.019202 + J0.037866

Rossdale 507 69 72.3 29.2 0.004728 + J0.028287 39.0 0.000553 + J0.007098



Bellamy 506 240 247.1 20.8 0.002527 + J0.011304 18.3 0.002335 + J0.016098

Strathcona 532 69 71.5 7.8 0.014556 + J0.106759 6.3 0.018642 + J0.182337

Argyll Transfer Station 509 240 247.3 20.4 0.002564 + J0.011529 17.7 0.004241 + J0.016695

Argyll Transfer Station 518 240 247.2 21.1 0.002476 + J0.011134 17.8 0.004455 + J0.017278

Note: The AESO acknowledges the short circuit current levels identified in the above table which is approaching or exceed the equipment rating identified in section 5.4. The AESO will work with the market participant to address this prior to this level being reached.

Table 2b: Summary of Short-Circuit Current Levels – Year 2017 WP –Post-Connection


Name & Bus (kV) (kV) (kA) Thevenin Source (kA) Impedance

Number Impedance (R0+jX0/PU)

(R1+jX1/PU)

Castle Downs 519 240 247.4 15.5 0.003081 + j0.015252 13.9 0.003286 + j0.020632

Victoria 533 69 72.0 28.6 0.005045 + j0.028768 36.6 0.003056 + j0.009763

Victoria 25337 14.4 14.2 28.4 0.033562 +J0.137203 29.5 0.002684 + J0.127336

Victoria 25338 14.4 14.2 28.4 0.033562 +J0.137203 29.5 0.002684 + J0.127336

North Calder 137 240 248.2 16.8 0.002996 + j0.013975 14.3 0.003787 + j0.021648

Woodcraft 534 69 71.4 11.7 0.021503 + j0.067988 11.1 0.057196 + j0.065679

Kennedale 528 69 72.5 21.9 0.007923 + j0.037456 21.3 0.019202 + j0.037866

Rossdale 507 69 72.2 29.2 0.004746 + j0.028251 39.0 0.000553 + j0.007098

Bellamy 506 240 247.0 20.8 0.002526 + j0.011301 18.3 0.002335 + j0.016098

Strathcona 532 69 71.5 7.8 0.014541 + j0.106771 6.3 0.018642 + j0.182337

Argyll Transfer Station 509 240 247.2 20.4 0.002563 + j0.022526 17.7 0.004241 + j0.016695


Note: The AESO acknowledges the short circuit current levels identified in the above table which is approaching or exceeded the equipment rating identified in section 5.4. The AESO will work with the market participant to address this prior to this level being reached.



Table 3: Summary of Short-Circuit Current Levels – Year 2025 WP

Base Pre-fault 3-Φ Positive 1-Φ Zero Sequence


Name & Bus (kV) (kV) (kA) Thevenin Source (kA) Impedance

Impedance

Castle Downs 519 240 246.5 17.0 0.002511 + j0.013945 14.8 0.003277 + j0.020118

Victoria 533 69 72.9 29.7 0.004463 + j0.027827 37.8 0.003049 + j0.009733

Victoria 25337 14.4 14.1 28.4 0.033129 +J0.137214 29.5 0.002684 + J0.127336

Victoria 25338 14.4 14.1 28.4 0.033129 +J0.137214 29.5 0.002684 + J0.127336

North Calder 137 240 246.7 18.3 0.002531 + j0.012869 15.1 0.003779 + j0.021143

Woodcraft 534 69 72.1 11.8 0.021164 + j0.067411 11.2 0.057215 + j0.065740

Kennedale 528 69 72.0 25.6 0.006344 + j0.032097 24.2 0.016818 + j0.035061

Rossdale 507 69 73.1 30.3 0.004171 + j0.010319 40.2 0.000565 + j0.007087

Bellamy 506 240 246.3 23.4 0.001988 + j0.010082 19.9 0.002295 + j0.015458

Strathcona 532 69 71.8 7.7 0.014390 + j0.107360 6.3 0.018735 + j0.184075



Note: The AESO acknowledges the short circuit current levels identified in the above table which is approaching or exceeded the equipment rating identified in section 5.4. The AESO will work with the market participant to address this prior to this level being reached.

6.2 Voltage Levels Table 4 provides the steady state voltage range in the area of the proposed facility.

Table 4: Steady State Voltage Range (kV) during Normal and Contingency Events

Substation Name and Number

Nominal (kV) Extreme

Minimum (kV) Normal

Minimum (kV) Normal

Maximum (kV) Extreme

Maximum (kV)

Victoria Substation

E511S

240 216 234 252 264

Victoria Substation

E511S

72 65 68.5 75.5 79

Notes: 1. The Desired Normal Operating Minimum and Desired Normal Operating Maximum are generally associated with

Category A events and system normal. 2. The Emergency Minimum Voltage and Emergency Maximum Voltage are generally associated with Category B

and C events and system abnormal.



3. The facilities must be capable of continuous operation at voltages up to and including the Emergency Maximum Voltage.

6.3 Insulation Levels (1) Table 5 provides the required basic insulation levels for the transmission facilities. Station equipment with lower insulation levels may be used provided that protection and coordination can be maintained with judicious insulation design and use of appropriate surge arresting equipment.

(2) For 25 kV circuit breakers where there is a grounded wye transformer and surge arrestors are installed a basic insulation level of 125 kV is acceptable.

Table 5: Basic Insulation Levels (kV)

Nominal Voltage Classification (kV rms) 15 72

Station Post Insulators and Airbreaks 95 350

Circuit Breakers 95 350

Current and Potential Transformers 95 350

Transformer Windings (Protected by Surge Arresters)) - 350



7 APPENDICES 7.1 Existing Transmission System and the proposed project area



7.2 Single Line Diagram Victoria E511S Proposed Development

Legend

Existing

15kV Bus 3

This SLD is based on information provided by the legal owner of the transmission facility. It is intended to identify the scope of the proposed development only.

Victoria E511S substation 15kV SwitchgearExisting and

Proposed Development

1711-VICTORIA-SLD-01

Note:5raw-out type Circuit .reaker

troposed 5evelopment

15kV Bus 4

15kV Bus 1 15kV Bus 2

V4T3

V21N

V23

V24

V23C1

To T4 15kV windings

To T3 15kV windings

To T3 15kV windings

V3T3VR34

V1T4 V2T4VR12

To T4 15kV windings

To T2 15kV windings

To T1 15kV windings

V3T2V4T1

V1T1 V2T2V22N

V23C2

V23C3

V23C4

V23C5

V25

V31N

V32N

V33

V34

V35

V14C1

V14C2

V14C3

V14C4

V14C5

V11N

V41N

V12N

V42N

V13

V14

V15

V43

V44

V45

V14C7

V14C8

V14C9

V16

V46

V17

V18

V19

V47

V48

V49

V27

V28

V26

V23C6

V23C7

V23C8

V23C9

V29

V36

V37

V38

V39

V14C6

1 PURPOSE2 INTERPRETATION AND VARIANCES4 FORECAST OF FUTURE DEVELOPMENT IN THE PROJECT AREA5 SCOPE OF WORK5.1 General5.2 Compliance with AESO Authoritative Documents5.3 Modeling Data Requirements5.4 Substation Equipment Specifications5.5 Specific Scope of Work for the Legal Owner of the Transmission Facility(1) General Requirements(2) Victoria Substation E511S– See Appendix 7.1 Install two (2) 15 kV circuit breakers. Install all other 15 kV equipment as required for the operation and connection purposes. Provide the description of the measurement point location for the point of delivery/point of supply, and the acceptable installation for revenue metering in order to report on the measurement point.

5.6 Market Participant Scope of Work(1) General Requirements

6 TRANSMISSION SYSTEM OPERATING CHARACTeRISTICS6.1 Short Circuit Current Levels6.2 Voltage Levels6.3 Insulation Levels

7 Appendices7.1 Existing Transmission System and the proposed project area7.2 Single Line Diagram Victoria E511S Proposed Development