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Modules · Interconnection studies · Module 095

Duke Energy Interconnection Module Package

PSS/E and PSCAD model packages, Capability and Performance Requirements Review and commissioning support, and study support through the Duke Energy Carolinas and Progress cluster process, from the Cluster Request Window to Permission to Operate.

About this module

What this module covers.

This package covers modeling and support for one or more interconnection requests to the Duke Energy Carolinas (DEC) and Duke Energy Progress (DEP) transmission systems under the Standard Large Generator Interconnection Procedures in Attachment K of the Duke Joint Open Access Transmission Tariff (OATT). Duke studies new requests in an annual Cluster that runs in sequence through the Cluster Request Window (opening each February 1), the Customer Engagement Window and its Scoping Meeting, Cluster Study Phase 1 (power flow and voltage), Cluster Study Phase 2 (updated power flow, short circuit and stability), any Cluster Restudy, and an individual Interconnection Facilities Study, followed by the Large Generator Interconnection Agreement (LGIA). After the LGIA, Duke's Transmission Connected Inverter-Based Resource (IBR) Technical Interconnection Requirements add a Capability and Performance Requirements (CPR) Review, backfeed, staged commissioning tests, Permission to Operate (PTO) and an as-built model submittal. This package supports you through each of the five stages below, from request preparation through post-commercial model updates. The module covers the Carolinas only: Duke Energy Florida follows a separate procedure (Attachment J) with a single-phase Cluster Study and a different request window, and is not in scope.

At a glance

Module: 095
Kind: Interconnection studies
Governing body: Duke Energy
Applies to: Before and after commercial operation
Typical time: Follows the Duke Energy interconnection calendar

Dashboard capabilities

  • Model Workspace Management: your plant's simulation model files kept in one dashboard workspace, with version tracking
  • PSCAD Simulations
  • PSS/E Simulations

Support services

What GridStrong does inside this module.

Stage 1: Cluster Request Window, Customer Engagement Window and Cluster Study Phase 1

  • Guide you through the Attachment K request requirements before the annual Cluster Request Window, and prepare the technical content of the Interconnection Request (Appendix 1 and its Attachment A data, Point of Interconnection, requested Interconnection Service level, and the Network Resource or Energy Resource Interconnection Service election) for you to submit with your deposits and Site Control demonstration.
  • For plants with storage, prepare the requested operating assumptions (whether the plant charges at peak load) and the description of the control technologies that hold the plant to those assumptions.
  • Develop the plant-level steady-state power flow model in PSS/E, including the collector system equivalent, main and inverter step-up transformers and tie line, using the data called for in the Duke Energy Inverter Based Resource Data Request Form.
  • Develop the positive-sequence dynamic models in PSS/E: a validated user-written model and an appropriately parameterized standard library generic model for the inverters, power plant controller and any dynamic reactive devices, a single DYR file per model type, compiled dynamic link libraries (DLLs), and a single machine infinite bus sample implementation test case, in the PSS/E versions the Duke form names. For synchronous units, prepare the excitation system, power system stabilizer and governor models (IEEE model block diagrams and constants) that Attachment A to Appendix 1 requires, in the IEEE or PTI format the Facility Connection Requirements name.
  • Develop the site-specific PSCAD electromagnetic transient (EMT) model of the plant up to the Point of Interconnection and complete the Duke Energy Electromagnetic Transient Modeling Requirements checklist (accuracy, usability, efficiency and documentation items) that accompanies each PSCAD model and that Duke uses to test and review it.
  • Prepare the short-circuit contribution data and sequence equivalents requested in the Duke form, and the model validation evidence (your attestation, original equipment manufacturer (OEM) attestations or test data) that Appendix 1 accepts.
  • Coordinate with inverter, turbine and power plant controller manufacturers to obtain models and data parameterized to the intended site settings rather than vendor defaults.
  • Support you at the Cluster Study Scoping Meeting in the Customer Engagement Window: evaluate alternative Points of Interconnection and configurations, prepare the technical responses to Duke's deficiency notices and information requests for you to submit within Duke's deadlines, and review the technical appendices of the Cluster Study Agreement before you execute it.
  • Perform the reactive power capability study using the study cases in Duke's Recommended Reactive Study Cases guidance: the Mvar equivalent of 0.95 lagging to 0.95 leading power factor at the maximum requested MW, required at all plant MW output levels at the Point of Interconnection in the Cluster Study, and for inverter-based plants the Technical Interconnection Requirements minimum reactive capability (the equivalent of 0.95 power factor at the IBR Continuous Rating) from dynamic sources at the Point of Measurement across the reactive operating area voltages. Limit any supplemental capacitor to the plant's reactive power losses.
  • Review the Cluster Study Phase 1 Report (power flow and voltage results, assigned Network Upgrades and Contingent Facilities) and prepare technical questions for the Phase 1 Report Meeting, so you can decide whether to proceed to Cluster Study Phase 2.

Stage 2: Cluster Study Phase 2, Cluster Restudy and Interconnection Facilities Study

  • Update the models for any permitted modification and prepare the updated Attachment A models that must accompany a modification request; and prepare the technical information for your request that Duke evaluate whether a proposed change is a Material Modification under Section 4.4.3.
  • Prepare the technical analysis for a Technological Change Request before you return the signed Interconnection Facilities Study Agreement: updated data and models, equipment specifications, and simulations showing electrical performance equal to or better than the original design.
  • Review the Cluster Study Phase 2 Report (updated power flow, short circuit and stability results). Where Duke could not use the user-written model because of a PSS/E version or numerical issue, correct the model for you to resubmit to Duke.
  • Using the study databases and workpapers obtained from Duke under the confidentiality terms of Attachment K, replicate the stability results in PSS/E, check the plant response in PSCAD where Duke reports instability or used a generic model, and develop mitigation options such as control tuning, reactive additions or reduced output.
  • Support any Cluster Restudy with updated models and data, and review the Cluster Restudy Report.
  • Prepare the technical data that you deliver with the executed Interconnection Facilities Study Agreement, review the draft Interconnection Facilities Study Report, and prepare your written comments within the comment period.
  • Prepare the models and plant data you provide to an Affected System Operator after Duke notifies it of a potential Affected System impact following Cluster Study Phase 2 or a Cluster Restudy.

Stage 3: LGIA, Capability and Performance Requirements Review and Construction

  • Review the technical content of the draft LGIA appendices before you execute the LGIA, including Appendix C (Interconnection Details, with the state of charge operating range for primary frequency response of any storage) and Appendix H (Operating Assumptions for Generating Facility, the charging behavior of a plant with storage).
  • Prepare the updated information submission due before Trial Operation under LGIA Article 24.3, with stability models compatible with Duke's standard models, and identify data that differs materially from what Duke studied.
  • Prepare the CPR model submittals (parameterized inverter and power plant controller models and the power system model) at each stage the Technical Interconnection Requirements name (start of CPR, prior to backfeed and prior to the Commercial Operation Date), prepare the technical responses for Duke's IBR Coordination Document, and support you through the CPR Review against the Facility Connection Requirements and the Technical Interconnection Requirements.
  • Perform PSS/E and PSCAD simulations of the final design that show conformance to the Technical Interconnection Requirements (IEEE 2800-based ride-through, primary frequency response, voltage and reactive power control) for your CPR submittals.
  • Perform the harmonic and power quality study following Duke's Harmonic Study Scope, using the N-0 and N-1 system impedances and background harmonics Duke provides, including frequency scans for resonance with plant capacitor banks.
  • Prepare substitution notifications for equipment changes, with the form, fit and function comparison and updated models, and check each change against the qualified change definitions in the Facility Connection Requirements.
  • Prepare the technical data for a Provisional Interconnection Study if you request Provisional Interconnection Service.

Stage 4: Backfeed, Commissioning and Permission to Operate

  • Support your commissioning tests under Duke's Commissioning Document: reactive power capability verification, primary frequency response, voltage and reactive power control, and post-event data monitoring, and populate Duke's verification results templates.
  • For synchronous units, support the open circuit step voltage test required by LGIA Article 24.4 and validate the excitation model against the recordings.
  • Update the PSS/E generic, PSS/E user-written and PSCAD models to the as-built settings and prepare the aggregated single machine infinite bus implementation case and the updated Inverter Based Resource Data Request Form.
  • Benchmark the PSS/E generic, PSS/E user-written and PSCAD models against the field voltage reference step and frequency step tests, and compare the PSS/E models with the PSCAD model for a three-phase fault at the Point of Interconnection, as the IBR Site As-Builts procedure requires.
  • Prepare the model attestations, assemble the as-built package for your submittal after PTO, and prepare the model updates and settings recommendations that address action items in Duke's Verification Report.

Stage 5: Post-Commercial Operation

  • Evaluate proposed settings, protection, firmware and equipment changes against Duke's qualified change definitions, update the models, and prepare the notification before you implement the change.
  • Provide updated model data for Duke's MOD-032 data collection and for information changes after equipment replacement, repair or adjustment under LGIA Article 24.4.
  • Support event analysis and disturbance-based model validation using the plant monitoring data Duke may request under the Technical Interconnection Requirements.
  • Prepare models and technical data for a new Interconnection Request, Surplus Interconnection Service request or Generation Replacement request when you increase capacity or repower.

Final deliverables

  • Stage 1: Interconnection Request technical data package (Appendix 1 Attachment A data and completed Duke Inverter Based Resource Data Request Form); PSS/E power flow model, PSS/E user-written and generic dynamic models with sample implementation case; PSCAD EMT model with completed Duke EMT checklist; short-circuit data; storage operating assumptions where applicable; reactive power capability study report; Cluster Study Phase 1 Report review memo.
  • Stage 2: Updated model package and Material Modification or Technological Change Request technical analysis where needed; Cluster Study Phase 2 and Cluster Restudy review memo with mitigation options; Interconnection Facilities Study technical data and comments on the draft report.
  • Stage 3: LGIA Article 24.3 updated information submission; CPR model submittals and Coordination Document technical responses; Technical Interconnection Requirements conformance study report; harmonic and power quality study report; substitution notifications with updated models.
  • Stage 4: Commissioning test results in Duke's templates; as-built PSS/E generic, PSS/E user-written and PSCAD models with aggregated implementation case and updated data form; model-to-field and model-to-model benchmarking reports; model attestations.
  • Stage 5: Change impact assessments with updated models; event analysis and model validation reports; model and data packages for new requests.

What we need from you

  • Project information such as queue number, site location, Point of Interconnection (substation or line), requested summer and winter MW, Interconnection Service type and requested Commercial Operation Date.
  • Single-line diagram, collector system layout and cable data (detailed and equivalent), and tie line impedances.
  • Main and inverter step-up transformer ratings, impedances, taps, test reports and nameplates.
  • Inverter or turbine datasheets, P-Q capability curves at 35 C and 45 C, temperature derating curves and short-circuit equivalents; for storage, MW and MWh ratings, state of charge limits and intended charging behavior.
  • OEM PSS/E user-written and generic models with compiled DLLs, power plant controller models, PSCAD models, model documentation and OEM attestations.
  • For synchronous units, the Attachment A machine data (reactances, time constants, inertia, saturation) and excitation, stabilizer and governor models.
  • Power plant controller narrative, inverter and controller settings, voltage and frequency protection settings, and reactive compensation devices with their control strategy.
  • Duke-provided data obtained by you: base cases under Duke's confidentiality terms, N-0 and N-1 system equivalents, background harmonics and voltage schedule.
  • Commissioning test recordings and as-left settings.

Assumptions and considerations

How the scope is bounded.

  • We provide the dynamic models in the PSS/E version 34 and 35 formats named in the Duke Inverter Based Resource Data Request Form, and EMT models compatible with PSCAD version 5.0 and higher as the Duke EMT Modeling Requirements state.
  • We deliver the PSCAD model and the completed Inverter Based Resource Data Request Form in Stage 1: the form asks for the EMT model with the form, and the Technical Interconnection Requirements treat later CPR models as updates of the models submitted for the interconnection application.
  • The scope follows the currently effective Attachment K posted on Duke's Open Access Same-Time Information System (OASIS) on October 13, 2026 (annual Cluster Request Window opening February 1, two-phase Cluster Study), which includes the Order No. 2023 compliance revisions effective November 1, 2025. Later revisions to Attachment K accepted by the Federal Energy Regulatory Commission may change study steps or timing.
  • The module covers the DEC and DEP zones. Duke Energy Florida requests follow Attachment J and are not in scope.
  • Attachment K applies to generating facilities larger than 20 MW. Requests of 20 MW or less follow the Small Generator Interconnection Procedures in Attachment M of the Joint OATT and are not in scope.
  • A request that a Resource Planning Entity places in a Resource Solicitation Cluster under Attachment K Section 3.4.8 follows the same Cluster Study phases on the schedule Duke publishes for that cluster and receives the same technical work.
  • State-jurisdictional requests under the North Carolina Interconnection Procedures or South Carolina Generator Interconnection Procedures are studied in the same Cluster and receive the same technical work; their deposits and interconnection agreement steps follow the state procedures, not the LGIA.
  • Duke performs short-circuit analysis in its own ASPEN model; we provide the short-circuit data Duke's form requests, not ASPEN cases.
  • Duke releases Base Case data only to named individuals who submit Duke's Generator Interconnection Base Case Data request form and a critical energy infrastructure information (CEII) non-disclosure agreement, and Duke may background check them; each of our engineers who uses the data completes that process.
  • The CPR Review is a Duke review, not an approval, and Duke does not consult on plant design. Your engineer of record remains responsible for the plant design; our studies support that design.
  • The Capability and Performance Requirements Review, Permission to Commission, Permission to Operate and the commissioning tests in Stages 3 and 4 are Duke's milestones for transmission-connected inverter-based resources. For synchronous units, Stages 3 and 4 cover the LGIA Article 24 information submissions and testing and the Facility Connection Requirements, which name no equivalent milestones.
  • Duke's combined Carolinas document (STDP-STD-TRM-00298 Rev. 000, listed on OASIS as effective January 1, 2027) carries only the asset management requirements of the DEC Facility Connection Requirements and the DEP Facility Interconnection Requirements; the qualified change definitions and generator data requirements this module uses remain in the current Duke documents (TECP-EGR-TRM-00079 and GDLP-EGR-TRM-00005).
  • You submit all requests, deposits, Site Control demonstrations, agreements and notifications to Duke; we prepare the technical content.
  • We rely on you for timely and accurate information, including data from OEMs and engineering, procurement and construction (EPC) contractors; we assume no responsibility or liability for the accuracy of information supplied by you or your suppliers.
  • We do not guarantee the accuracy or quality of any models supplied by the OEMs.
  • This scope includes one round of corrections with the OEMs and EPC contractors per stage; further rounds are additional support, approved in writing.
  • We use engineering judgment and best practices where Duke documents leave a method open.

Run this module on one site.

Tell us the plant and the deadline. An engineer confirms the inputs, the schedule and what the Dashboard needs from you.