Generator Interconnection and Deliverability Allocation Procedures (GIDAP) Business Practice Manual (BPM) 6.1.4

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4 Estimated schedule. Does not include Generator Interconnection Agreement, construction and New Resource Interconnection (NRI) process (full network model, metering and telemetry, etc.) which is 6/7 months or more. Meeting invitees: Interconnection Customer California Independent System Operator Participating Transmission Owner Affected Systems (Tariff Appendix DD 3.7) Queue Management manages overall coordination with Affected Systems. Generator Interconnection and Deliverability Allocation Procedures (GIDAP) Business Practice Manual (BPM) BD (Business Day) CD (Calendar Day) COD (Commercial Operation Date) IF (Interconnection Facility) NU (Network Upgrade) POI (Point of Interconnection) 4

5 Meeting invitees: Interconnection Customer ISO California Independent System Operator PTO Participating Transmission Owner Potentially Affected Systems Tariff Appendix DD 4, Estimated schedule. Does not include Generator Interconnection Agreement, construction and New Resource Interconnection (NRI) process (full network model, metering and telemetry, etc.) which is 6/7 months or more. The ISP Deliverability portion is included with the next Cluster process requires almost two and a third years. Determine Eligibility 30 CDs Determine Electrical Independence 30 CDs Scoping Meeting set within 5 BDs of determining electrical independence (target within 30 CDs) System Impact and Facilities Study (SIFS) within 120 CDs of executing a study agreement for the study SIFS Results Meeting (optional) within 20 BDs of receipt of SIFS report. GIA Tendered - within 30 CDs from SIFS results meeting. No deliverability in this GIA. IC Comments to GIA - within 30 CDs. GIA negotiations - <= 120 CDs from SIFS report. If deliverability is requested, that is studied with the next cluster. BD (Business Day) CD (Calendar Day) GIA (Generator Interconnection Agreement) IC (Interconnection Customer) ISO (Independent System Operator) ISP (Independent Study Process) NRI (New Resource Interconnection) RNU (Reliability Network Upgrade) SIFS (System Impact and Facilities Study) 5

6 Tariff Appendix DD 5 Awaiting FERC ruling on requested changes. Estimated schedule. Does not include project construction and ISO s New Resource Interconnection (NRI) process (full network model, metering and telemetry, etc.) which is 6/7 months or more. No Deliverability. Deem IR complete, valid, and ready to study within 10 BDs (depending on IR package completeness and accuracy). Initial Review (screens) within 15 BDs from determining eligibility. Customer Options Meeting within 10 BDs from determination of upgrades or additional studies needed. Supplemental Review within 10 BDs of receipt of study deposit. SGIA (Small Generator Interconnection Agreement) Tendered within 15 BDs: Passing screens and determining no upgrades anticipated Failing screens, no upgrades anticipated, but ok to interconnect Passing screens, reasonable upgrades and after confirmation of IC agreeing to pay for upgrades. No deliverability in this GIA. BD (Business Day) FT (Fast Track) IR (Interconnection Request) 6

7 Estimated schedule. Does not include Generator Interconnection Agreement, construction and New Resource Interconnection (NRI) process (full network model, metering and telemetry, etc.) which is 6/7 months or more. BD (Business Day) CD (Calendar Day) FT (Fast Track) GIA (Generator Interconnection Agreement) ISP (Independent Study Process) 7

8 Tariff Appendix DD ; Material Modification review through Queue Management possibly required for others BPMs: Generator Interconnection and Deliverability Allocation Procedures 7 Generator Management 3 BD (Business Day) IR (Interconnection Request) 8

9 Tariff Appendix DD Section 8.9 ISP (Independent Study Process) TP (Transmission Plan) 9

10 Separate Postings Due for NU vs. IF Cluster Posting Ranges (see tables in Generator Interconnection and Deliverability Allocation Procedures Cluster Process Summary link provided): Initial Posting Range (Tariff Appendix DD 11.2) o IF (Lesser of actual or ) Small: Result of formula, $50K min Large: Result of formula, $500K min, $7.5M max o NU (Only Option B projects include ADNUs in formula) (Lesser of actual or ) Small: Result of formula, $50K min Large: Result of formula, $500K min, $7.5M max Second Posting Range (App DD ) o IF (Lesser of actual or ) Small: Result of formula, $100K min, $1M max Large: Result of formula, $500K min, $7.5M max o NU (Only Option B projects include ADNUs in formula) (Lesser of actual or ) Small: Result of formula, $100K min, $1M max Large: Result of formula, $500K min, $15M max Post actual cost amount when less than minimum calculation (App DD ) Fast Track assumes no upgrades are necessary IF (Interconnection Facility) ISP (Independent Study Process) NU (Network Upgrade) PTO (Participating Transmission Owner) 10

11 Posting timing: Tariff Appendix DD , , ISP: Optional Deliverability Assessment (App DD 4.6 and 11) (Initial, Second, and Third IFS with Cluster postings) Substantial error or omission: under/overstatement of IC s NU or IF cost responsibility by more than 5% or $1M, whichever is greater (App DD 6.8.1, 6.8.3) Dispute of study report does not change amount of posting or due date. If approved, any needed adjustments made then. BD (Business Day) CD (Calendar Day) ISP (Independent Study Process) 11

12 Cost responsibility (Tariff Appendix DD 7.3, 8.3, 8.4, ) Cost repayment (App DD ) Paid costs after end of study process actual costs < current cost responsibility = pay actual costs actual costs > current cost responsibility = pay current cost responsibility, not to exceed cost cap ADNU (Area Delivery Network Upgrade) COD (Commercial Operation Date) IF (Interconnection Facilities) IFS (Interconnection Financial Security) LDNU (Local Delivery Network Upgrade) RNU (Reliability Network Upgrade) 12

13 Maximum cost responsibility (Tariff Appendix DD 7.3, 8.3, 8.4, ) NU posting adjustments Reassessment - new upgrades or change in cost allocation factor (App DD 11.5, Technical bulletin: Generator Interconnection Procedures Reassessment Process, stakeholder process) Appendix B changes (App DD , 6.7.3). After Phase II study and subsequent allocation, IC s allocation decisions may reduce/eliminate some upgrades (App DD 8.9.8). Links to: Technical bulletin: Generator Interconnection Procedures Reassessment Process Appendix B form Deliverability Allocation Customer Options Form provided Option A/B deliverability impacts: Link for Generator Interconnection and Deliverability Allocation Procedures Cluster Process Summary Session 3, Studies, Study Results, and Project Cost Responsibility NU (Network Upgrade) 13

14 Link to Affidavit for Cluster 5 and Later Queue Clusters seeking Transmission Planning Deliverability and GIDAP Business Practice Manual provided Allocation criteria (captured in affidavit) (Tariff Appendix DD 8.9.2) GIDAP BPM - additional details, including affidavit scoring (GIDAP BPM , part iii and ) ISO (Independent System Operator) PTO (Participating Transmission Operator) WDAT (Wholesale Distribution Access Tariff) 14

15 Choices: accept/reject, portion/full, park, withdraw Link to form provided Tariff Appendix DD 8.9 COD (Commercial Operation Date) FC (Full Capacity) GIA (Generator Interconnection Agreement) PCDS (Partial Capacity Deliverability Status) TP (Transmission Plan) 15

16 Tariff Appendix DD 7.4, 7.5 COD Requirements ( ): Has not achieved the last COD in GIA Or Has achieved the last COD in GIA but total MW capacity is lower than what is in GIA. Amount must be greater than the de minimis threshold. COD (Commercial Operation Date) GIA (Generator Interconnection Agreement) NU (Network Upgrade) 16

17 Tariff Appendix DD Section CD (Calendar Day) 17

18 Tariff Appendix DD Section 5.3.2, 5.3.3, FT (Fast Track) 18

19 Tariff Appendix DD 3.8 IC (Interconnection Customer) IR (Interconnection Request) ISO (Independent System Operator) 19

20 Tariff Appendix DD Effect on the study deposit < 30 CDs following Scoping Meeting: 100% of unused portion of study deposit > 30 CDs following the Scoping Meeting but on or before 30 days following the phase I results meeting: Difference between study deposit and greater of: Costs incurred, or One-half the original study deposit up to a maximum of $100,000 ($50,000 for projects 20 MW or less) > 31 days following the phase I results meeting No refund CD (Calendar Day) 20

21 Tariff Appendix DD , If the Interconnection Customer does not withdraw, or is not deemed withdrawn, and proceeds to sign a GIA, then there is no forfeiture of an unused study deposit balance. For any amounts that exceed the study deposit the IC will be invoiced. The Site Exclusivity Deposit is refundable when site exclusivity is met or any time of withdrawal. GIA (Generator Interconnection Agreement) IC (Interconnection Customer) 21

22 Tariff Appendix DD

23 Financial Security for Network Upgrades IC must meet the conditions for partial recovery to qualify for partial recovery of financial security. See all six conditions. Most common: Failure to secure a power purchase agreement Failure to secure a necessary permit Conditions for Partial Recovery of Interconnection Financial Security- Tariff Appendix DD Examples of documents satisfying proof for recovery (when needed) covered in Session 1 Interconnection Application Options. ISP (Independent Study Process) 23

24 Withdrawal between the first posting and the deadline for the second posting Lesser of IFS (plus any other provided security plus any separately provided capital): less all costs and expenses incurred or irrevocably committed, OR minus the lesser of 50% of posted value or $10,000/MW Withdrawal between the second posting and the commencement of construction activities Lesser of IFS (plus any other provided security plus any separately provided capital): less all costs and expenses incurred or irrevocably committed OR minus the lesser of 50% of posted value or $20,000/MW Tariff Appendix DD , IFS (Interconnection Financial Security) 24

25 IC (Interconnection Customer) IFS (Interconnection Financial Security) NU (Network Upgrade) 25

26 IC (Interconnection Customer) IFS (Interconnection Financial Security) NU (Network Upgrade) 26

27 IC (Interconnection Customer) IFS (Interconnection Financial Security) NU (Network Upgrade) 27

28 IC (Interconnection Customer) IFS (Interconnection Financial Security) NU (Network Upgrade) 28

29 Interconnection Request-Application package. Path: CAISO.com Home>Planning>Generator Interconnection>Generator interconnection application process Generator Interconnection Webpage Path: CAISO.com Home>Planning>Generator Interconnection Tariff Appendix DD-Generator Interconnection and Deliverability Allocation Procedures (GIDAP). Path: CAISO.com Home>Rules>Regulatory>Tariffs GIDAP BPM Business Practice Manual for Tariff Appendix DD. Path: CAISO.com Home>Rules>Business practice manuals 29

30 BPM Business Practice Manuals related to Tariff Appendix DD. Path: CAISO.com Home>Rules>Business practice manuals Energy Storage Roadmap: Path: CAISO.com Home>Stay Informed>Stakeholder Processes>Energy Storage Interconnection 30

31 Generator Interconnection and Deliverability Allocation Procedures Cluster Process Summary- Key GIDAP activities. Path: CAISO.com Home>Planning>Generator Interconnection>Generator interconnection application process GIDAP Customer Guidelines- Provides planned milestone timeline Path: CAISO.com Home>Planning>Generator Interconnection ISO Generator Interconnection Queue (AKA Queue Report)- Lists active, completed and withdrawn projects in the queue. Updated on a monthly basis. Path: CAISO.com Home>Planning>Generator Interconnection Appendix B to Generator Interconnection Study Process Agreement- Data form completed prior to commencement of Phase II. Path: CAISO.com Home>Planning>Generator Interconnection>Generator interconnection application process 31

32 Affidavit for Cluster 5 and Later Queue Clusters seeking TP Deliverability- Customer identifies permitting, financing, and land acquisition status. Path: CAISO.com Home>Planning>Generator Interconnection>Generator interconnection application process Technical Bulletin: Generator Interconnection Procedures - Reassessment Process Describes approach to reallocation of NU cost shares and postings. Path: CAISO.com Home>Stay Informed > Bulletins Reports Studies > Technical bulletins Deliverability Allocation Customer Options Form- Identifies customer s deliverability allocation choices. Path: CAISO.com Home>Planning>Generator Interconnection>Generator interconnection application process 32

33 PTO financial security instruments- Customers may post any combination of the types of IFS. Path: CAISO.com Home>Planning>Generator Interconnection>Generator interconnection application process PTO per unit costs- PTO cost guides for facilities required to interconnect Generation. Updated annually. Path: CAISO.com Home>Planning>Generator Interconnection>Generator interconnection application process 33

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