Sample Acceptance

Test Procedure(s)

The California ISO makes no warranty with regard to this guide, including but not limited to the accuracy or
completeness of the guide, responsibility for any damage or loss to systems or software caused by the use of the
guide or assurances that the user of the guide will not require additional third party engineering services
 Date 1/19/2000
Revision No. 2.1 Draft

       
  

     
                

             

       
  

               

          
 

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The California ISO makes no warranty with regard to this guide, including but not limited to the accuracy or
completeness of the guide, responsibility for any damage or loss to systems or software caused by the use of the
guide or assurances that the user of the guide will not require additional third party engineering services
Page 2 of 58
 Date 1/19/2000
Revision No. 2.1 Draft

1. PURPOSE

The purpose of this document is to provide you with examples of the test procedures
performed for the acceptance of the Hathaway Field RIG (Field RIG unit equivalents
acceptable to the ISO may require steps and/or processes related to testing different
from those presented herein).

It is the responsibility of each owner to perform testing of their RIG installations to

ensure the functionality required by the ISOs technical standards. The owner and
vendor should agree on specific test procedures and resources necessary. The ISO will
assist the owner or representative by demonstrating test procedures, inspecting and
certifying the installation and participating in the final point to point checks.

It is important to understand that this document is being provided to you for use as a
guide, and has been developed based on the testing and experience acquired to date.
Some additions and or modification to existing tests may be necessary to accommodate
your site. . The California ISO makes no warranty with regard to this guide, including
but not limited to the accuracy or completeness of the guide, responsibility for any
damage or loss to systems or software caused by the use of the guide or assurances that
the user of the guide will not require additional third party engineering services.

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Revision No. 2.1 Draft

2. INTRODUCTION

There are three types of acceptance tests defined in this write up. The first is a
Manufacturing Test or Factory Acceptance Test (FAT). . The purpose of the FAT is
generally to demonstrate the functionality of the equipment, not necessarily specific to
the site. Examples of the type of testing conducted during the FAT can be found on the
ISO GCP Web Page (http://www.caiso.com/thegrid/operations/gcp), Procedures
section.

The second type of test is the Site Acceptance Test (SAT). The SAT has been defined to
demonstrate the site specific functionality of the RIG (i.e. checks to ensure connectivity
to plant systems and communications, data base checks from RIG to Hathaway work
station etc. ). SAT testing is generally performed on site.
The third type of test is the System Integration Test (SIT). The SIT is a complete end to
end test from the ISO EMS system to the plant control systems and individual units.
This is performed after the ISO representatives have certified the correct installation of
the RIG and is coordinated with the ISO resources in Folsom.

Certain procedures of the SAT and SIT will require coordination with the ISO and
Hathaway. Some of these tests can be run independently, and some need to be run in
specific order. It is suggested that the generator owner or representative coordinate
with the ISO Project Engineer and the manufacturer representative in advance to
schedule the necessary resources.

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2.1 GROUND RULES

In order to run a successful test, it is necessary to establish the methods and general
procedures which will be followed throughout the test. It is important that these rules
and procedures be agreed to, and followed, by all parties during the test. Clear
definition of each parties roles and responsibilities and communicating changes in
procedures are crucial to ensure problems and issues are resolved quickly.
2.2 GENERAL TEST INSTRUCTIONS
Hathaway, plant personnel, and engineering personnel should each appoint an
individual or individuals to be involved in all matters related to testing (Test
Representative). The level of involvement of Test Representatives from these groups
is dependent upon the testing being performed and should be defined in advance.

These Test Representatives are solely responsible for representing their respective
companies during the test. The mutual agreement of these Test Representatives is
necessary for approving the tests, any departure from the procedure, and any
documentation of errors or omissions.

An outline of the test examples can be located in Appendix A. The actual testing
requires execution of test procedures, examples of which can be located in Appendix B.
These procedures are designed to state the test steps in an efficient, modular manner
and allow for completion of the test objectives in a timely manner. Unnecessary
repetition of test instructions has been avoided whenever possible.

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2.3 TEST SEQUENCE

Test Representatives may add or delete items from the test, redirect the test, skip
sections, or review sections at any time during the test providing such changes are
agreed to and do not result in safety issues or equipment damage. The requirement to
provide a fully functional RIG (or equivalent equipment acceptable to ISO) should be
the standard to guide all testing.

The tests are designed to run in the sequence given in this example document except
where noted. The proper sequencing of tests is necessary because of set up procedures
that may have occurred in previous tests. However, it is recognized that circumstances
often require that the sequence be interrupted. Such an interruption or re-scheduling
should not require that all Test Representatives agree.

Successful testing involves the active participation, teamwork and understanding of

test procedures by all parties and Test Representatives. Primarily Hathaway
personnel or ISO personnel will help execute the tests in order to expedite them. This
will provide the customer with the opportunity to observe and question the test results.
Upon successful completion of each section, the Test Representatives will sign off that
section as complete and accepted.

2.4 TEST RESULTS

Evidence of execution of test procedures and documentation of test results will be done
using the test log form incorporated with the test procedure in Appendix C. Test
representatives will document conduct of each test procedure on separate log sheets.
Logs should contain entries documenting conduct of the various test steps with a listing
of exceptions, discrepancies, abnormal events, or general remarks. When required,
actual test results and parameter values may be recorded. Each representative should
sign off for completion of each test procedure. Additional documentation may be

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attached to the test logs as required to record test results. Test logs will list all
attachments.

There may be cases where the test results are not satisfactory. Appendix D contains a
Discrepancy Report (DR) form where all such results should be recorded. Discrepancy
Reports should also be used to document any outstanding issues arising from the tests.

All discrepancies should be classified daily by the Testing Representatives into one of
the following example categories:

FIX BEFORE OPERATIONAL

FIX BEFORE FINAL ACCEPTANCE
Whenever possible, discrepancy correction should occur during the testing. At
completion of the test, the responsible parties will review all remaining discrepancies
against these categories for correction. The resulting punchlist will be tracked until all
discrepancies are resolved.
2.5 TEST PROCEDURES
It is suggested that brief status meetings among Testing Representatives be held daily
throughout the duration of the testing. These meetings can be broken down as follows:

An orientation meeting be held prior to the start of the test period, each day. This
meeting should be used to introduce all participants involved in the testing, and review
the test plan, schedule and procedures. The expectations should be set forth so all
parties are aware of what is to be accomplished by the end of the test period.

A review meeting should be held at the conclusion of the test period, each day. The
purpose of this meeting will be to review the findings of the tests performed that day,
discuss any unsatisfactory test results, determine the proper course of action to obtain
satisfactory results and review and prioritize the testing/discrepancies for the next day.

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Reasonable efforts should be taken to resolve and retest discrepancies before continuing
on to subsequent tests.
2.6 TEST SCHEDULE
It is recommended that a test schedule and resource list be developed for each test.
These documents should outline the testing that is to be performed, the dates, and all
resources necessary to conduct each test.

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3 APPENDICES
Appendix A Outline of Test Cases
Appendix B - Test Procedures
Appendix C Test Punch List
Appendix D Discrepancy Report

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 Appendix A

APPENDIX A
OUTLINE OF TEST CASES
This is a list of all the recommended tests. Some of these tests may not be necessary for
every Class of RIG, as functionality varies. This outline has been developed to help
facilitate the testing process and direct you to the appropriate test procedures.

Test No. When Test Description Parties

Performed Involved
M N O P

System Inspection (Inventory, Documentation Review, and Plant

Visual Inspection) Hathaway
2 SAT Startup, Shutdown, and Restart Plant
Hathaway
3 SAT Cabinet Sensors and Alarms Plant
Hathaway
ISO
4 SAT GPS Clock. Plant
Hathaway
5 SAT UPS and Power Supplies Plant
Hathaway
6 SAT Review of Protocol Conversions Plant
Hathaway
ISO
6.1 SAT Protocol Conversions Conitel 2020 Plant
Hathaway
ISO
6.2 SAT Protocol Conversions CDC-T1 Plant
Hathaway
ISO
6.3 SAT Protocol Conversions PG&E Plant
Hathaway
ISO
6.4 SAT Protocol Conversions DNP 3.0 Master Plant
Hathaway
ISO
6.5 SAT Protocol Conversions C2100H Plant
Hathaway
ISO
6.6 SAT Protocol Conversions Modbus Plant
Hathaway
ISO
10
 Date 1/19/2000
Revision No. 2.1 Draft
6.7 SAT Protocol Conversions Modbus IOC to Protocol Engine Plant
Hathaway
ISO
7 SAT ISO Meter Communications to MDAS Plant
Hathaway
ISO
8 SAT Meter Audit Trail Plant
Hathaway
ISO
9 SAT Unit Authority Switch / Control Authorizations Plant
Hathaway
ISO
10 SAT ISO EMS Interface Plant
Hathaway
ISO
11 SAT System Status and Alarming Plant
Hathaway
ISO
12 SAT VoIP communications. Plant
Hathaway
ISO
13 SAT System Failure and Recovery Plant
Hathaway
ISO
14 SAT Security System (card swap) Plant
15 SIT Integration Testing (Development) Plant
Hathaway
ISO
15.1 SIT Trending Plant
Hathaway
ISO
15.2 SIT Pulse Control Plant
Hathaway
ISO
15.3 SIT V-Notch Plant
Hathaway
ISO
15.4 SIT Unit Maximum Minimum Limits Plant
Hathaway
ISO
15.5 SIT Unit Stop Verification Plant
Hathaway
ISO
15.6 SIT Unit AGC Test Plant
Hathaway
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ISO
15.7 SIT IOC to Plant Communications Link Plant
Hathaway
ISO
15.8 SIT Master IOC to Field IOC Communication Link Plant
Hathaway
ISO
15.9 SIT RTG to Master IOC Communication Link Plant
Hathaway
ISO
16 SIT Integration Testing (Production) Plant
Hathaway
ISO
16.1 SIT Trending Plant
Hathaway
ISO
16.2 SIT Raise/Lower Stability Plant
Hathaway
ISO
16.3 SIT AGC, ACE and Schedule Tracking Plant
Hathaway
ISO
17 Certification Plant
ISO

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 Appendix B

APPENDIX B
Test Procedures

13
 Appendix B

UNAVAILABLE AND EXCEPTIONS

All items or features that are a part of this system, but for one reason or another are not
available at the time of the tests are listed below. Items may not be available for a test
for a variety of reasons including items not completed at the time of the test or
unavailability of special test equipment. In advance of the tests, Hathaway will
provide a list of equipment, test sections, and steps for the tests that are so affected.
This does not preclude the inclusion of such items during the test, if possible.
For example, the following items are unavailable for test:
Item or Feature Reason / Disposition
1. ICCP client Under Development
2. ICCP server Under Development

The preceding exceptions and/or unavailable items are noted and agreed to.

_______________________________
Plant Test Supervisor

_______________________________
HATHAWAY Test Supervisor

_______________________________
ISO Test Supervisor

14
 Appendix B

Test No: 1
Vendor: HATHAWAY
Test: SYSTEM INSPECTION - The system will be inspected for completeness and
quality. All equipment pieces and their quantities will be verified by
referring to the System Configuration Drawings. The Hathaway Test
Supervisor will provide these documents. The system test configuration
is verified by a walk-through inspection.
Procedure: Perform testing as follows: (1) perform a physical inventory of the
equipment and documentation against the original order (and any
changes) to determine what is present and what is missing. Any
discrepancies will be added to the punchlist for resolution. (2) review the
physical configuration and system layout of the equipment against (a) the
drawings/documentation provided, and (b) all sets of review comments
previously submitted on the drawings and documentation. Any
discrepancies in either the equipment or the documentation will be noted
and added to the punchlist for resolution. (3) perform a visual inspection
of the equipment for good workmanship and appearance. Any
discrepancies will be noted and added to the punchlist for resolution.
Initial Date Punch
SYSTEM INSPECTION
Comments:

15
 Appendix B

Test No: 2
Vendor: HATHAWAY
Test: STARTUP, SHUTDOWN, AND RESTARTS
Procedure: System start-up and initialization is an automatic process requiring no
user intervention beyond applying power to the individual components.
This portion of the test covers the proper startup and shutdown
procedures for the RIG system. Restarts are also demonstrated.
Procedure:
1) Apply power to the Field RIG cabinet. RIG communication and security tasks
automatically start executing and its status is indicated on the System Status
display.
2) Turn off the Field RIG.
3) Repeat the power-up and initialization sequence, described above, and restore the
system to full operation on network.
4) Repeat step 2 so Field RIG boots in standalone mode.
At the completion of this test, all system equipment should be powered up and
demonstrated as connected and visible to the ISO Development EMS.
Initial Date Punch
STARTUP, SHUTDOWN, RESTARTS
Comments:

Page 16 of 58
 Appendix B

Test No: 3
Vendor: HATHAWAY
Test: CABINET SENSORS AND ALARMS
This test requires the use of the ISO Development EMS system. Scheduling of this
testing with ISO Operations Systems personnel should be obtained before the test is
executed.
Procedure:
1) Open the front door of Field RIG Cabinet. Confirm that an alarm is generated at the
ISO Development EMS.
2) Close the front door of the Field RIG Cabinet. Confirm that the alarm condition is
cleared at the ISO Development EMS.
3) Repeat steps 1 and 2 for the back door of the Field RIG by opening the back door.
4) Repeat steps 1 and 2 for the water intrusion sensor by lifting the water float.
5) Repeat steps 1 and 2 for the cabinet over temperature alarm by raising the
temperature of the sensor.
6) Disconnect the Plant Communications from the Protocol Engine. Confirm that a
Communications alarm is generated at the ISO workstations and that the ISO
Development EMS system is notified of a Field RIG Alarm.
7) Reconnect the Plant Communications. Confirm that the alarm condition is cleared
without intervention at the ISO workstation and the ISO EMS Development System
and that all data points are updated, in the memory of the IOC, within their
specified scan rates.
8) Disconnect the UPS serial communications channel from the IOC. Confirm that a
UPS communications failure alarm is generated at the workstations and that the ISO
EMS Development system is notified of a Field RIG Alarm.
9) Reconnect the UPS serial communications channel. Confirm that the alarm
condition is cleared at the ISO workstation and the ISO EMS Development System.
Initial Date Punch
CABINET SENSORS AND ALARMS
Comments:

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 Appendix B

Test No: 4
Vendor: HATHAWAY
Test: GPS CLOCK
Procedure:
1) Disconnect the Field RIG from the network first to avoid any network time updates.
2) Change the CMOS time in the Field RIG to something other than the current date
and time. In order to reset the CMOS time, reboot the computer, rapidly hit the
delete key, select date/time, and enter desired values and then escape.
3) Reboot the Field RIG and after vxWorks initializes, check the date and time via both
the date function and the GPSShow functions. The correct time will show in both as
long as the GPS card receives a good quality time.
4) Test time drift of local IOC clock by discontinuing the system time broadcast over a
24 hour period and disconnecting the GPS antenna so that quality good status is
lost. Verify IOC time after the 24 hours against a second time source. (High
accurate source provided by Hathaway). Note drift prior to test and at end of test.

Start _______________ 24 Hour ________________

5) With the GPS antenna still disconnected, change the CMOS time to 30 hours before
the current time.
6) Boot the Field RIG and ensure that the time is as set in the proceeding step.
7) Connect the Field RIG to the network and confirm that the Field RIG time is
corrected via the network time function.
Initial Date Punch
GPS CLOCK
Comments:

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 Appendix B

Test No: 5
Vendor: HATHAWAY
Test: UPS - This test demonstrates that the Field RIG is communicating with its
UPS unit and that alarming checking is taking place on the status data
gathered via the serial communications link. This testing is further
intended to demonstrate the ability of the UPS to power the Field RIG,
without disruption, through a series of simulated failures.
Procedure:
1) Remove source power to the UPS and verify that it successfully, non-disruptively
maintains operation of the RIG as well as generating the expected alarms to the RIG.
2) Allow the UPS to run the RIG until it generates battery warning and shutdown
alarms and through to complete failure of the UPS. Note the time of operation and
the alarms generated.
3) Reconnect to source power and verify that the UPS can charge and power the RIG
concurrently. Notice alarm status indication of the UPS.
4) Once fully re-charged, test the UPS by disconnecting its battery. Verify the alarm
status. Reconnect the battery. Verify the alarm status.
5) Repeat test and confirm cycle time on the battery.
6) Bypass UPS to Raw Power only, check systems, and return to full UPS.
Acceptance:
The UPS should properly operate the RIG for the minimum time span of 30 minutes
and should generate the manufacturer-specified alarm conditions for the fault
conditions inflicted.
Initial Date Punch
UPS
Comments:

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 Appendix B

Test No: 6
Vendor: HATHAWAY
Test: Review of Protocol Conversions
Procedure:
Hathaway will provide the protocol conversion spreadsheets used to design and
implement the various protocol conversions.
Plant personnel will review this material in order to ensure that the conversions have
been designed in a way to successfully execute the conversions.

Page 20 of 58
 Appendix B

Test No: 6.1

Vendor: HATHAWAY
Test: Protocol Conversions Conitel 2020
Procedure:
Configure the Protocol Engine with the Conitel 2020 prom set (one port set to master
and one port set to Field).
Analog Input Tests
1) Apply a signal to the first analog input of the plant control equipment. Confirm that
the input can be read at the workstation, the Master and ISO Development EMS.
Test input at 0, mid-range and full scale. Using the plant control equipment,
generate a message type with a value and status that represents an over-range on
the input. Confirm alarm reporting and value conversions to the ISO Development
EMS.
2) Repeat for analog inputs 2-8 using the mid-range value.
Digital Input Tests
3) Apply a signal to the first digit input. Confirm that the input can be read at the
workstation, the Master and the ISO Development EMS. Cycle point closed, open,
closed, and open and confirms that changes are sent in real time to the workstation,
the Master and the ISO Development EMS.
4) Repeat for digital inputs. Test each bit in one full word and across multiple words.
Test Multi-state Change Detect, if applicable.
Accumulator Tests
5) Apply a signal to the Form C accumulator. Command the system to freeze and read
the accumulators. Confirm that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control equipment and the ISO Development EMS (and the Master), through the
Master and Field RIGs.
6) Apply a signal to the Form A accumulators. Command the system to freeze and
read the accumulators. Confirm that that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control equipment and the ISO Development EMS (and the Master), through the
Master and Field RIGs.

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 Appendix B

Direct Control Output Tests

7) Via the ISO Development EMS, and then via the Master, set the first control output.
Confirm that the output reaches the plant control equipment. Setup multiple
control outputs and confirm. Test standard output pulses.
8) Repeat for control outputs 2-4.
AGC Control
Pulse Width Output Tests
9) Via the ISO Development EMS, and then via the Master, set the first pulse width
output. Confirm that the output reaches the plant control equipment. Vary the
pulse width output and confirm that the output varies accordingly.
10) Repeat for pulse width output 2.
11) Via the ISO Development EMS, and then via the Master, set the first pulse train
output. Confirm that the output reaches the plant control equipment. Vary the
pulse train output and confirm that the output varies accordingly.
Analog Setpoint Output Tests
12) Via the ISO Development EMS, and then via the Master, set the first analog output.
Confirm that the output reaches the plant control equipment. Test output at 0, mid-
range, full scale.
13) Repeat for analog outputs 2-8.
General:
Verify the proper operation of all relevant protocol message and command types for
the given protocol.
Initial Date Punch
PROTOCOL CONVERSIONS Conitel 2020
Comments:

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 Appendix B

Test No: 6.2

Vendor: HATHAWAY
Test: PROTOCOL CONVERSIONS CDC-TYPE1
Procedure:
Configure the Protocol Engine with the CDC-T1 prom set (one port set to master and
one port set to field).
Analog Input Tests
1) Apply a signal to the first analog input of the plant control system equipment.
Confirm that the input can be read at the workstation, the Master and the ISO
Development EMS. Test input at 0, mid-range and full scale. Using the test plant
control equipment, generate a message type with a value and status that represents
an over-range on the input. Confirm alarm reporting and value conversions to the
ISO Development EMS.
2) Repeat for analog inputs 2-8 using the mid-range value.
Digital Input Tests
3) Apply a signal to the first digit input. Confirm that the input can be read at the
workstation, the Master and the ISO Development EMS. Cycle point closed, open,
closed, and open and confirms that changes are sent in real time to the workstation,
the Master and the ISO Development EMS.
4) Repeat for digital inputs. Test each bit in one full word and across multiple words.
Test Multi-state Change Detect, if applicable.
Accumulator Tests
5) Apply a signal to the Form C accumulator. Command the system to freeze and read
the accumulators. Confirm that the workstation, the Master and the plant control
system equipment can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control equipment and the ISO Development EMS (and the Master), through the
Master and Field RIGs.
6) Apply a signal to the Form A accumulators. Command the system to freeze and
read the accumulators. Confirm that that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control system equipment and the ISO Development EMS(and the Master), through
the Master and Field RIGs.

Page 23 of 58
 Appendix B

Direct Control Output Tests

7) Via the ISO Development EMS, and then via the Master, set the first control output.
Confirm that the output reaches the plant control system equipment. Setup multiple
control outputs and confirm. Test standard output pulses.
8) Repeat for control outputs 2-4.
AGC Control
Pulse Width Output Tests
9) Via the ISO Development EMS, and then via the Master, set the first pulse width
output. Confirm that the output reaches the plant control system equipment. Vary
the pulse width output and confirm that the output varies accordingly.
10) Repeat for pulse width output 2.
11) Via the ISO Development EMS, and then via the Master, set the first pulse train
output. Confirm that the output reaches the plant control system equipment. Vary
the pulse train output and confirm that the output varies accordingly.
Analog Setpoint Output Tests

12) Via the ISO Development EMS and then via the Master, set the first analog output.
Confirm that the output reaches the plant control system equipment. Test output at
0, mid-range, full scale.
13) Repeat for analog outputs 2-8.
General:
Verify the proper operation of all relevant protocol message and command types for
the given protocol.
Initial Date Punch
PROTOCOL CONVERSIONS CDC-T1
Comments:

Page 24 of 58
 Appendix B

Test No: 6.3

Vendor: HATHAWAY
Test: PROTOCOL CONVERSIONS PG&E
Procedure:
Configure the Protocol Engine with the PG&E prom set (one port set to master and
one port set to field).
Analog Input Tests
1) Apply a signal to the first analog input of the plant control system equipment.
Confirm that the input can be read at the workstation, the Master and the ABB. Test
input at 0, mid-range and full scale. Using the plant control system equipment,
generate a message type with a value and status that represents an over-range on
the input. Confirm alarm reporting and value conversions to the ISO Development
EMS simulator.
2) Repeat for analog inputs 2-8 using the mid-range value.
Digital Input Tests
3) Apply a signal to the first digit input. Confirm that the input can be read at the
workstation, the Master and the ISO Development EMS. Cycle point closed, open,
closed, and open and confirms that changes are sent in real time to the workstation,
the Master and the ISO Development EMS.
4) Repeat for digital inputs 2-4.
Accumulator Tests
5) Apply a signal to the Form C accumulator. Command the system to freeze and read
the accumulators. Confirm that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control system equipment and the ISO Development EMS (and the Master), through
the Master and Field RIGs.
6) Apply a signal to the Form A accumulators. Command the system to freeze and
read the accumulators. Confirm that that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control system equipment and the ISO Development EMS (and the Master), through
the Master and Field RIGs.

Page 25 of 58
 Appendix B

Direct Control Output Tests

7) Via the ISO Development EMS, and then via the Master, set the first control output.
Confirm that the output reaches the plant control system equipment. Setup multiple
control outputs and confirm. Test standard output pulses.
8) Repeat for control outputs 2-4.
AGC Control
Pulse Width Output Tests
9) Via the ISO Development EMS, and then via the Master, set the first pulse width
output. Confirm that the output reaches the plant control system equipment. Vary
the pulse width output and confirm that the output varies accordingly.
10) Repeat for pulse width output 2.
11) Via the ISO Development EMS System, and then via the Master, set the first pulse
train output. Confirm that the output reaches the plant control system equipment.
Vary the pulse train output and confirm that the output varies accordingly.
Analog Setpoint Output Tests
12) Via the ISO Development EMS System, and then via the Master, set the first analog
output. Confirm that the output reaches the plant control system equipment. Test
output at 0, mid-range, full scale.
13) Repeat for analog outputs 2-8.
General:
14) Verify the proper operation of all relevant protocol message and command types for
the given protocol.
Initial Date Punch
PROTOCOL CONVERSIONS PG&E
Comments:

Page 26 of 58
 Appendix B

Test No: 6.4

Vendor: HATHAWAY
Test: PROTOCOL CONVERSIONS DNP 3.0 (MASTER)
Procedure:
Analog Input Test
1) Apply a signal to the first analog input. Confirm that the input can be read at both
the workstation and the ISO Development EMS.
2) Repeat for analog inputs 2-41.
Digital Input Test
3) Apply a signal to the first digit input. Confirm that the input can be read at both the
workstation and the ISO Development EMS.
4) Repeat for digital inputs 2-12.
Accumulator Tests
5) Apply a signal to the Form C accumulators. Command the system to freeze and
read the accumulators. Confirm that both the workstation and the ISO
Development EMS can read the accumulator.

Page 27 of 58
 Appendix B

Direct Control Output Tests

6) Via the ISO Development EMS, set the raise/lower output. Confirm that the output
reaches the plant control system equipment.
7) Repeat for raise/lower outputs 2-8.
AGC Control
Analog Setpoint Output
8) Via the ISO Development EMS, set the first analog output. Confirm that the output
reaches the plant control system equipment.
9) Repeat for analog outputs 2-8.
Test cold start and all other appropriate and relevant function codes
Initial Date Punch
PROTOCOL CONVERSIONS DNP 3.0 (Master)
Comments:

Page 28 of 58
 Appendix B

Test No: 6.5

Vendor: HATHAWAY
Test: PROTOCOL CONVERSIONS C2100H PROTOCOL
Procedure:
Configure the Protocol Engine with the C2100H prom set (one port set to C2100H
master ,one port set to CDC-T1 master and one port set to CDC-T1 field).
Analog Input Tests
1) Apply a signal to the first analog input of the plant control equipment. Confirm that
the input can be read at the workstation, the Master and the ISO Development EMS.
Test input at 0, mid-range and full scale. Using the plant control system equipment,
generate a message type with a value and status that represents an over-range on
the input. Confirm alarm reporting and value conversions to the ISO Development
EMS.
2) Repeat for analog inputs 2-8 using the mid-range value.
Digital Input Tests
3) Apply a signal to the first digit input. Confirm that the input can be read at the
workstation, the Master and the ISO Development EMS. Cycle point closed, open,
closed, and open and confirms that changes are sent in real time to the workstation,
the Master and the ISO Development EMS.
4) Repeat for digital inputs. Test for each bit in one full word and across multiple
words. Test multi-state change detect, if applicable.
Accumulator Tests
5) Apply a signal to the Form C accumulator. Command the system to freeze and read
the accumulators. Confirm that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control system equipment and the ISO Development EMS (and the Master), through
the master and Field RIGs.
6) Apply a signal to the Form A accumulators. Command the system to freeze and
read the accumulators. Confirm that that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control system equipment and the ISO Development EMS (and the Master), through
the master and Field RIGs.

Page 29 of 58
 Appendix B

Direct Control Output Tests

7) Via the ISO Development EMS, and then via the Master, set the first control output.
Confirm that the output reaches the plant control system equipment. Setup multiple
control outputs and confirm. Test standard output pulses.
8) Repeat for control outputs 2-4.
AGC Control
Pulse Width Output Tests
9) Via the ISO Development EMS, and then via the Master, set the first pulse width
output. Confirm that the output reaches the plant control system equipment. Vary
the pulse width output and confirm that the output varies accordingly.
10) Repeat for pulse width outputs 2-4.
Analog Setpoint Output Tests
11) Via the ISO Development EMS, and then via the Master, set the first analog output.
Confirm that the output reaches the plant control system equipment. Test output at
0, mid-range, full scale.
12) Repeat for analog outputs 2-8.
General:
Verify the proper operation of all relevant protocol message and command types for
the given protocol.
Initial Date Punch
PROTOCOL CONVERSIONS C2100H Protocol

Comments:

Page 30 of 58
 Appendix B

Test No: 6.6

Vendor: HATHAWAY
Test: PROTOCOL CONVERSIONS MODBUS
Procedure:
1) Connect a Modicon PLC to the IOC using a spare port.
2) Generate a minimal number of test database points in the IOC, to allow the Modbus
driver to scan and poll the PLC. Modify the master RIG database to incorporate
these points in the DNP3.0 map.
3) Apply signals to the various PLC inputs. Confirm that the input can be read at both
the workstation and the ISO Development EMS.
4) Remove the temporary database points from the master and Field RIG databases.
Initial Date Punch
PROTOCOL CONVERSIONS Modbus
Comments:

Page 31 of 58
 Appendix B

Test No: 6.7

Vendor: HATHAWAY
Test: PROTOCOL CONVERSIONS MODBUS IOC TO PROTOCOL ENGINE
Procedure:
Using the existing database points for each plant control system equipment, which
enable the Modbus driver to scan and poll the RTU with each Test Protocol. Use the
master RIG database that incorporates these points in its DNP3.0 map. Configure the
Protocol Engine with the prom set (one port set to C2100H master ,one port set to
CDC-T1 master and one port set to CDC-T1 field).
Analog Input Tests
1. Apply a signal to the first analog input of the plant control system equipment.
Confirm that the input can be read at the workstation, the Master and the ISO
Development EMS. Test input at 0, mid-range and full scale. Using the plant
control system equipment, generate a message type with a value and status that
represents an over-range on the input. Confirm corresponding DNP3.0 message
type and value conversions to the ISO Development EMS.
2. Repeat for analog inputs 2-8 using the mid-range value.
Digital Input Tests
3. Apply a signal to the first digit input. Confirm that the input can be read at the
workstation, the Master and the ISO Development EMS. Cycle point closed, open,
closed, and open and confirm that changes are sent in real time to the workstation,
the Master and the ISO Development EMS.
4. Repeat for digital inputs. Test for each bit in one full word and across multiple
words. Test multi-state change detect.
Accumulator Tests
5. Apply a signal to the Form C accumulator. Command the system to freeze and read
the accumulators. Confirm that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
control system equipment and the ISO Development EMS (and the Master), through
the master and Field RIGs.
6. Apply a signal to the Form A accumulators. Command the system to freeze and
read the accumulators. Confirm that that the workstation, the Master and the ISO
Development EMS can read the accumulator. Verify than special protocol-
dependent indications (such as accumulator roll-over) translate between the plant
Page 32 of 58
 Appendix B

control system equipment and the ISO Development EMS (and the Master), through
the master and Field RIGs.
Direct Control Output Tests
7. Via the ISO Development EMS, and then via the Master, set the first control output.
Confirm that the output reaches the plant control system equipment. Setup multiple
control outputs and confirm. Test standard output pulses.
8. Repeat for control outputs 2-4.
AGC Control
Pulse Width Output Tests
9. Via the ISO Development EMS, and then via the Master, set the first pulse width
output. Confirm that the output reaches the plant control system equipment. Vary
the pulse width output and confirm that the output varies accordingly.
10. Repeat for pulse width outputs 2-4.
Analog Setpoint Output Tests
11. Via the ISO Development EMS, and then via the Master, set the first analog output.
Confirm that the output reaches the plant control system equipment. Test output at
0, mid-range, full scale.
12. Repeat for analog outputs 2-8.
13. General:
Verify the proper operation of all relevant protocol message and command types
for the given protocol.
Initial Date Punch
PROTOCOL CONVERSIONS Modbus IOC to Protocol Engine
Comments:

Page 33 of 58
 Appendix B

Test No: 7
Vendor: HATHAWAY
Test: ISO METER COMMUNICATIONS - This test will verify the transmission of
T
Q U

the ISO Meter data from the ISO Test meter to the MDAS system.
Procedure:
1) Using two MDAS units, one communicating via the Master RIG and one directly
communicating over the network, communicate with a meter and ensure that
identical information is provided to both MDAS. All standard MDAS functionality
should be exercised. Q R S

2) Using the TCP/IP communications directly to the Cisco router (which acts as a
Q U
T

terminal server for the test meter) the Field RIG will poll the test meter and
retrieve the designated tables. A subset of these will then be mapped into database
points in the Field RIG and be available for display via a test graphic display in the
workstations. The data shown on the workstation displays shall match the data
being read by the MDAS systems, prior to the scaling of these values (as is done in
the MDAS system). A selected set of values will then be scaled in the Field RIG,
using calc blocks, and the results viewed on the test graphic and compared to the
MDAS values.
3) Repeat Step 1 with three meters accessed via the same Field RIG. Ensure that
identical information is provided to both MDAS.
Acceptance:
The values of the meter data read in both tests must exactly match aside from excess
(beyond significant) digits, in order to pass the testing. Conversion to floating-point
values can generate rounding but this must not occur in the raw meter readings
and must not effect the significant digits of the scaled values. The meter recorder
data, in pulses must exactly match, in each of the channels for all intervals.
Initial Date Punch
ISO METER COMMUNICATIONS
Comments:

Page 34 of 58
 Appendix B

Test No: 8
Vendor: HATHAWAY
Test: METER AUDIT TRAIL
Procedure:
1) From the ISO MDAS, via the Master RIG and Field RIG, perform the following
functions:
a) Set the meters password
b) Change the meters password
c) Read all the data in the meter
d) Initialize the meter
2) Confirm Field RIG storage of 60 days worth of data. Confirm that said data can be
accessed by other minMDAS and by ISO MDAS.
3) ISO/MDAS/MV-90 access to the meter through the Field RIG. To do a Read All
Data in the meter at the same time have Field RIG try to read the meter.
4) Compare timing of meter interrogation via EC-Net and RIG to verify
communications latency is not introduced that would degrade ISO MDAS pass
through requirements.
Initial Date Punch
Meter Audit Trail
Comments:

Page 35 of 58
 Appendix B

Test No: 9
Vendor: HATHAWAY
Test: UNIT AUTHORITY SWITCH / CONTROL AUTHORIZATIONS - This test
demonstrates the control commands can only be received from one entity
at any given time.
Procedure:
Select the control entity (Owner, ISO, etc.) for the test generating unit.
1) Command the unit from the selected entity and ensure that the command executes
the appropriate field device.
2) Attempt to command the unit from another entity. Ensure that the command does
not execute and that an alarm message appears in the audit log.
3) Repeat Steps 2 and 3 for each available entity.
4) Select the control entity AUTO for the test generating unit.
5) Confirm which entity is in control of the unit based on the input commands coming
from the plant owner.
6) Command the unit from the designated entity and ensure that the command
executes.
7) Attempt to command the unit from another entity. Ensure that the command does
not execute and that an alarm message appears in the audit log.
8) Have the plant owner transfer control to a different entity.
9) Ensure that commands can be executed by the designated entity and that no other
entity can control the unit.
10) View the status of the UAS from the various control entities.
Initial Date Punch
UAS/CONTROL AUTHORIZATIONS
Comments:

Page 36 of 58
 Appendix B

Test No: 10
Vendor: HATHAWAY
Test: EMS INTERFACE - The purpose of this testing is to demonstrate the real-
time ability of the system to move data from the external plant control
system equipment, into a Field RIG, across the TCP/IP network and
deliver it as a value mapped to a DNP3.0 channel on the Master RIG
which in turn will deliver it via that channel to the EMS systems. The
second purpose of this testing is to demonstrate the real-time transfer of
supervisory commands from the EMS systems, through the Master RIG
and Field RIG, out to the external plant control system equipment
connected to the Field RIG.
Procedure:
1) Using the plant interface connected to the Field RIG, assorted inputs shall be
stimulated and the Field RIG shall detect these changes during its routine polling of
that plant interface.
2) Using the workstations and the RIG diagnostic graphic display(s) the changes to the
plant interface inputs shall be presented as such changes are made.
3) Using the EMS systems attached to the master RIG, the change in the inputs to the
plant control system equipment shall be reflected in a matching change to the DNP
block(s) which correspond to the plant control system equipment inputs.
4) Supervisory control commands shall be issued by using the EMS systems to send
control messages to the Field RIG which will in turn send the appropriate command
to the corresponding plant interface output.
5) Test plant interface down and data quality code flags populated to EMS for each
plant interface and data type.
6) Disconnect the Field RIG from the network. Confirm that all data reported to the
ISO Development EMS is flagged as bad quality. This demonstrates that bad data
quality is reported for all points when the RIG is off line.
7) Reconnect the Field RIG to the network. Confirm that the data reported for the
active plant interface configuration is reporting as data quality good. Ensure that all
data for the other plant interface configurations are reported as bad quality. This
demonstrates that the data quality flag is based on successful communications to the
plant interface.

Page 37 of 58
 Appendix B

Test No 10 (continued)

Acceptance:
The test shall be successful if the data and command transfers occur within the 4
second window, regardless of the other functions taking place during this testing.

Initial Date Punch

EMS INTERFACE
Comments:

Page 38 of 58
 Appendix B

Test No: 11
Vendor: HATHAWAY
Test: SYSTEM STATUS AND ALARMING - The purpose of this testing is to
demonstrate the displays, alarms and operator logs which will be
provided with the system and included as part of the applications
database and configuration for each RIG, as it is incorporated into the
overall system. The goal of this testing will be to show how the system
status and alarm displays will react to various types of faults, failures and
alarm conditions.
The test will demonstrate the alarming functions of the Field RIG for the following
conditions; Cabinet access, Cabinet over temperature, Cabinet water incursion, UPS
failure modes, Communications loss to Protocol Engine, Loss of communications to
Field RIG, GPS signal loss, Loss of communications port on Protocol Engine
Procedure:
In general, the testing will be conducted by simulation of the failures or conditions
listed above and showing that the system successfully detects these and presents this in
the form of alarm displays, alarm logs, audible annunciation and in status graphic
displays. The supervision of the testing will take place at the system UNIX
workstations.
Initial Date Punch
SYSTEM STATUS AND ALARMING
Comments:

Page 39 of 58
 Appendix B

Test No: 12
Vendor: HATHAWAY
Test: VOIP COMMUNICATIONS TESTING - The purpose of this testing is to
demonstrate the ability of the Field RIG VoIP equipment to function in
parallel with the rest of the equipment and to demonstrate that the
bandwidth usage for simultaneous voice communications does not
degrade the real-time performance of data exchanges and supervisory
control functions.
Procedure:
1) The red phone of the Field RIG shall be activated and a voice communication
established to the Folsom control center to a corresponding telephone.
2) Voice communications will be maintained while the system is functioning.
3) The system status, I/O status and alarm displays for the Field RIG shall be activated
on the workstations.
4) Alarms and value changes shall be forced on the Field RIG by manipulating the
sensors of the Field RIG and the inputs of the plant control system equipment
(RTU/DCS, etc) connected to the Field RIG.
5) Supervisory commands shall be issued to the Field RIG via the EMS system
connected to the master RIG.
Initial Date Punch
VOIP COMMUNICATIONS
Comments:

Page 40 of 58
 Appendix B

Test No: 13
Vendor: HATHAWAY
Test: SYSTEM FAILURE AND RECOVERY TESTING This test verifies the failover
from the primary circuit to the back-up circuit (with permanent router
installed). This is based on a dual T1 plus ISDN configuration. This
procedure may need to be modified depending on the configuration at
the site.
Procedure:
1) Pull primary T-1 to verify correct connection and continued connectivity to router.
a) CD light on corresponding T-1 interface on router will turn off and AL light goes
on
b) MCI performs ping test to router
i) If router cannot be pinged MCI will open trouble ticket
ii) If router can be pinged, hathaway will perform ping test and other tests to
insure correct information response from the Router, the IOC and the Meter
port
2) Pull secondary T-1
a) CD light on corresponding T-1 interface on router will turn off and AL light goes
on
b) MCI performs ping test to router
i) CD light on corresponding T-1 interface on router will turn off and AL light
goes on
ii) Router will auto dial on ISDN line to reconnect to network (takes
approximately two minutes for complete synchronization)
c) MCI performs ping test to router
i) If router cannot be pinged MCI will open trouble ticket
ii) If router can be pinged, Hathaway will perform ping test and other tests to
insure correct information response from the Router, the IOC, and Meter port
Initial Date Punch
SYSTEM FAILURE AND RECOVERY
Comments:

Page 41 of 58
 Appendix B

Test No: 14
Vendor: HATHAWAY
Test: SECURITY SYSTEM Card Swap
Procedure: Remove the primary Field RIG IOC Security Card.
Install the back-up Field RIG IOC Security Card.
Ensure the Field RIG IOC is operating properly.
Initial Date Punch
SECURITY SYSTEM Card Swap
Comments:

Page 42 of 58
 Appendix B

Test No: 15.1

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST - TRENDING
Procedure:
1. Check Unit Trending setup on ISO Development EMS to Trend setpoint output and
Unit Net MW.
2. Check Unit Trending setup on RIG Workstation to Trend setpoint output and Unit
new MW from the Field RIG.
3. Check Unit trending setup at Station to Trend setpoint output received from the Rig
and Unit Net MW from the plant control system equipment.
4. When testing is complete make sure copies of all trends are routed to the EMS
Engineer performing the tests for evaluation.
5. Monitor unit performance factors on EMS during testing on AGC.
Initial Date Punch
Development SIT Trending
Comments:

Page 43 of 58
 Appendix B

Test No: 15.2

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST PULSE CONTROL
Procedure:
1. Establish unit at stable load point for testing.
2. Send unit a manual raise pulse based on default pulse duration.
3. Confirm pulse throughput on TIS4000 workstation monitoring the Field RIG.
4. Confirm pulse output from the Field RIG at correct raise point and duration.
5. Pulse unit on raise cycle with enough pulses to verify satisfactory response (10MW).
6. Send unit a manual lower pulse based on default pulse duration.
7. Confirm pulse output from the Field RIG at lower point duration.
8. Pulse unit on lower cycle with enough pulses to verify satisfactory response
(10MW).
9. Setup unit on Development AGC.
Initial Date Punch
Development SIT Pulse Control
Comments:

Page 44 of 58
 Appendix B

Test No: 15.3

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST V-NOTCH
Procedure:
1. Check and note current Unit Load.
2. Move unit to at least 20% below the upper operating limit.
3. Ramp unit up 10% and before reaching full 10% capacity up ramp and unit stability
reverse ramp to down 10%. Check unit stability and response at desired setpoint
per rate.
4. Ramp unit to 20% above lower operating limit.
5. Ramp unit down 10% and before reaching full 10%capacity down ramp and unit
stability reverse ramp to up 10%. Check unit stability and response at desired
setpoint per rate.
Initial Date Punch Development SIT V-Notch
Comments:

Page 45 of 58
 Appendix B

Test No: 15.4

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST UNIT MAXIMUM-MINIMUM
Procedure:
1. Set unit upper regulation limit to unit max operating limit.
2. Ramp unit to upper regulation limit
3. Verify unit controller does not ramp unit past max operating limit (stable at upper
reg limit).
4. Ramp unit down and confirm unit response from max operating/regulation limit is
consistent with desired ramp rate without excessive delay.
5. For Hydro Units Only:
Set unit lower regulation limit to unit minimum operating limit
Ramp unit to lower regulation limit
Verify unit controller does not ramp unit past min operating limit
Ramp unit up and confirm until response from min operating/regulation limit is
consistent with desired ramp rate without excessive delay.
Initial Date Punch
Development SIT Unit Max-Min
Comments:

Page 46 of 58
 Appendix B

Test No: 15.5

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST UNIT STOP
Procedure:
1. Load unit to midrange of regulation limits.
2. Set upper and lower regulation limits at 10 MW from unit load.
3. Request ISO control.
4. Confirm upper and lower regulation limits, limit unit loading requests.

Initial Date Punch

Development SIT Unit Stop
Comments:

Page 47 of 58
 Appendix B

Test No: 15.6

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST AGC
Procedure:
1. Ramp unit to midpoint of regulation range
2. Vary ACE to force unit to respond to AGC signals up and down by 5-20 MW over a
10-20 minute test period. Confirm unit response is consistent with control outputs
and response is consistent with desired ramp rate.
Initial Date Punch
Development SIT AGC
Comments:

Page 48 of 58
 Appendix B

Test No: 15.7

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST IOC TO PLANT
COMMUNICATION LINK
Procedure:
1. Ensure unit is in ISO AGC mode.
2. Remove the serial connection between the IOC and plant control system equipment.
3. Note any abnormalities and changes to the plant control system equipment.
NOTE: Unit should alarm and control transfer to DCS. Setpoint should set to unit
loading at the time of failure.
4. Re-establish the serial interface
5. Reset Unit to ISO control and confirm control.
Initial Date Punch
Development SIT IOC to Plant Communication Link
Comments:

Page 49 of 58
 Appendix B

Test No: 15.8

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST MASTER IOC TO FIELD IOC
COMMUNICATION LINK
Procedure:
1. Endure the unit is in ISO control.
2. Remove the T1 connection at the RIG.
3. Note any abnormalities and changes to the plant control system equipment.
NOTE: Unit should alarm and control transfer to plant control system equipment.
Set point should set to unit loading at the time of failure.
4. Re-establish the T1 Communications circuit.
5. Reset unit to ISO control and confirm control.
Initial Date Punch
Development SIT Master IOC to Field IOC Communication Link
Comments:

Page 50 of 58
 Appendix B

Test No: 15.9

Vendor: HATHAWAY
Test: DEVELOPMENT SYSTEM INTEGRATION TEST RTG TO MASTER IOC
COMMUNICATION LINK

Procedure:
1. Ensure unit is in ISO Control.
2. Mark plant control system equipment for station to out of service on EMS.
3. Note any abnormalities and changes to the plant control system equipment.
4. Plant unit should alarm indicating Master Field communications interrupted, NOT
ON AGC Regulation.
5. Mark plant control system equipment for station to in service on EMS.
6. Ensure unit is in ISO control; confirm control.
Initial Date Punch
Development SIT RTG to Master IOC Communication Link
Comments:

Page 51 of 58
 Appendix B

Test No: 16.1

Vendor: HATHAWAY
Test: PRODUCTION SYSTEM INTEGRATION TEST TRENDING
Procedure:
1. Check unit trending setup on EMS to trend setpoint output and unit net MW.
2. Check unit trending setup on TIS4000 workstation to trend setpoint output and unit
new MW from the Field RIG.
3. Check unit trending setup at station to trend setpoint output received from the RIG
and unit new MW from the plant control system equipment.
4. When testing is complete make sure copies of all trends are routed to the EMS
engineer performing the tests for evaluation.
5. Monitor unit performance factors on EMS during testing on AGC.
6. Verify Unit tuning parameters on Production EMS.
Initial Date Punch
Production SIT Trending
Comments:

Page 52 of 58
 Appendix B

Test No: 16.2

Vendor: HATHAWAY
Test: PRODUCTION SYSTEM INTEGRATION TEST RAISE/LOWER STABILITY
Procedure:
1. Check unit for over-shoot on raise.
2. Unit should not exceed raise regulation limit by more than limit deadband.
3. Lower unit on AGC. Unit should stabilize at desired setpoint and match ramp rate.
4. Unit should not exceed lower regulation limit by more than limit deadband.
5. Return unit to operating point at start of test.
Initial Date Punch
Production SIT Raise/Lower Stability
Comments:

Page 53 of 58
 Appendix B

Test No: 16.3

Vendor: HATHAWAY
Test: PRODUCTION SYSTEM INTEGRATION TEST AGC, ACE AND SCHEDULE
TRACKING
Procedure:
1. Ensure unit is in ISO control.
2. ISO places unit on AGC control.
3. Verify unit is following ACE and schedule amount.
4. Vary unit regulation limits to move unit within parameters and verify unit correct
response.
5. Return unit to normal operating schedule and limits.
Initial Date Punch
Production SIT AGC, ACE and Schedule Tracking
Comments:

Page 54 of 58
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 Appendix D

APPENDIX D
- Discrepancy Report Form

Attached is a copy of the Discrepancy Report form. This is to document and track any
variances that are found during testing, that could not be corrected during the test. It is
important that this form be completed in full detail.
It is suggested that all variances be routed to one individual for logging (assignment of
discrepancy numbers), and data entry into some type of tracking system, so that reports
can be generated as needed. All original copies should be kept in one central location,
and used for sign off once re-tested.

56
 Appendix D
!"#$%&'()*!$

SAMPLE DISCREPANCY REPORT

SUBMITTED BY: TEST PLAN #/DESCRIPTION:

DESCRIPTION OF PROBLEM:

RESOLUTION:

REPAIR RESPONSIBILITY DATE SUBMITTERS CONCURRENCE

Page 57 of 58
 Certification Process

4 CERTIFICATION PROCESS

1. Upon completion of the RIG production test, a test for Ancillary Services (A/S) re-
certification (scheduled through ISO Client Relations and the ISO Outage
Coordination Office) must be conducted within 2 weeks. If the results are mutually
satisfactory (to the Generator/Scheduling Coordinator (SC) and ISO), the ISO will
declare these A/S test results as final, and re-certify the unit at these new values.
2. If the Generating Units A/S test does not go well (i.e., poor performance, or failure)
further tuning and adjustments may be made. Any additional attempts at A/S re-
certification shall be completed within 4 weeks from the production test checkout.
3. During this period of tuning and A/S re-certification (until the A/S test results
reach finality), the unit will retain its previous certified (i.e., non-RIG) A/S status
and values, regardless of RIG performance. In this transitional period, the unit may
remain on the RIG, or switch back to the former communications/control
technology as needed. However, A/S compliance still applies: SCs of units with
new RIG installations are encouraged to only bid those services and quantities they
have confidence in delivering.
4. On or before the end of the 4 week grace period, the latest A/S test results
(including results of failed performance) shall be declared final and the Generating
Unit shall only operate via RIG from this point forward.
5. Some small delay is expected between the time the A/S values are made final and
their entrance into the ISO Master File due to coordination of ISO Master File
changes.

58