July 9, Advice Letters: 3050-E

Transcription

1 STATE OF CALIFORNIA Edmund G. Brown Jr., Governor PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE SAN FRANCISCO, CA July 9, 2014 Advice Letters: 3050-E Megan Scott-Kakures Vice President, Regulatory Operations Southern California Edison Company 2244 Walnut Grove Avenue Rosemead, California SUBJECT: Revisions to SCE s Rule 21 Tariff and Associated Forms Dear Ms. Scott-Kakures: Advice Letter 3050-E is effective as of July 9, Sincerely, Edward Randolph, Director Energy Division

2 Megan Scott-Kakures Vice President, Regulatory Operations June 9, 2014 ADVICE 3050-E (U 338-E) PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA ENERGY DIVISION SUBJECT: Revisions to SCE s Rule 21 Tariff and Associated Forms In compliance with Decision (D) (Decision) Decision Adopting Revisions to Electric Tariff Rule 21 to Include a Distribution Group Study Process and Additional Tariff Forms, Southern California Edison Company (SCE) hereby submits for filing the following changes to its tariffs. The revised tariff sheets and filed forms are listed on Attachment A and are attached hereto. PURPOSE Pursuant to D , SCE requests approval of its revised Rule 21 tariff, revised Generating Facility Interconnection Application (Form ) and Rule 21 Exporting Generating Facility Interconnection Request (Form ) and the establishment of three new forms Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Independent Study, Distribution Group Study, or Transmission Cluster Study Process (Form ); Rule 21 Detailed Study Agreement (Form ); and Pre-Application Report Request (Form ). In addition, SCE is including the transition plan for transitioning interconnection requests submitted prior to the effective date of the revised Rule 21 tariff. BACKGROUND Rule 21 describes the interconnection requirements and cost allocation for generating facilities to be connected to the utilities distribution and transmission systems over which the California Public Utilities Commission (Commission or CPUC) has jurisdiction. In Rulemaking (R.) , the Commission sought to review Rule 21 to ensure that the interconnection process was timely, non-discriminatory, cost-effective, and transparent. Under the existing terms of Rule 21, many projects seeking interconnection to the distribution system must be studied serially, in a first-come, P.O. Box Rush Street Rosemead, California (626) Fax (626)

3 ADVICE 3050-E (U 338-E) June 9, 2014 first-served process. This process is referred to as the Independent Study Process (ISP). In D , the Commission concluded that the ISP can be time consuming and that the costs are not distributed among electrically interdependent applicants. The Distribution Group Study Process (DGSP), as adopted in D , provides a more equitable, efficient, and timely approach to the current options for interconnection under Rule 21. This new process will, among other things, promote timeliness, the nondiscriminatory processing of interconnection applications, improve cost-effectiveness, and increase transparency. As a result, the interconnection process for distributed generation will better accommodate increases in applications for interconnection by small distributed generation under California s Renewables Portfolio Standard Program. PROPOSED TARIFF CHANGES Pursuant to D , SCE submits for Commission approval: (1) revised Electric Tariff Rule 21, (2) revised Generating Facility Interconnection Application (Form ), (3) revised Rule 21 Exporting Generating Facility Interconnection Request (Form ), (4) Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Independent Study, Distribution Group Study, or Transmission Cluster Study Process (Form ), (5) Rule 21 Detailed Study Agreement (Form ), 1 and (6) Pre-Application Report Request (Form ). I. Revisions to Rule 21 SCE has modified Rule 21 consistent with D Ordering Paragraph 1 and Conclusion of Law 11. Ordering Paragraph 1 directs SCE to file a revised Rule 21 that is substantially similar to the terms and conditions set forth in Pacific Gas and Electric Company s (PG&E) and San Diego Gas & Electric Company s (SDG&E) February 19, 2013 draft tariff proposal (as revised by their March 22, 2014 comments). SCE has complied with this instruction. Subparts 1.a through 1.g of this Ordering Paragraph direct SCE to make additional modifications. Conclusion of Law 11 states that [a]dditional changes to promote the general accessibility of Rule 21 are encouraged and may be included in this same advice letter filing. SCE has made modifications consistent with the Commission s direction, and these modifications are described below. 1 Please note that the Rule 21 ISP Study Agreement Form identified in Ordering Paragraph 5 of D has been renamed as the Detailed Study Agreement Form to reflect its applicability for both the ISP and the DGSP.

4 ADVICE 3050-E (U 338-E) June 9, 2014 a. Ordering Paragraph 1.a Ordering Paragraph 1.a directs SCE to ensure that the proposed revisions to Rule 21 are substantially similar in substance and format to PG&E s and SDG&E s February 19, 2013 draft tariff proposal. SCE has complied with this instruction, and all proposed modifications to Rule 21 are substantially similar in substance and format. b. Ordering Paragraph 1.b Ordering Paragraph 1.b directs SCE to incorporate a DGSP into Rule 21 that include[s] two fixed-date windows each calendar year for receipt of requests for the group study process, and these open window dates shall be published at least 60 days in advance in a prominent location on their websites. SCE has modified the tariff in Section E.2.c to include the two fixed date open window each calendar year for receipt of requests for the DGSP. The first window will open on March 1 and close on March 31. The second window will open on September 1 and close on September 30. Pursuant to Section E.2.c, SCE will publish these open window dates at least 60 days in advance in a prominent location on its website. c. Ordering Paragraph 1.c Ordering Paragraph 1.c directs SCE to revise its Rule 21 to identify the events that may trigger extensions to the Distribution Group Study Process timeline and include (1) the events resulting in extensions, (2) the expected length of the extensions, and (3) the method to be relied upon to notify group study applicants of timeline extensions. SCE has modified Rule 21 in Section F.3.c.xvi to identify the events that may trigger extensions to the timeline, the expected length of the extensions and the method upon which to notify group study applicants of timeline extensions d. Ordering Paragraph 1.d Ordering Paragraph 1.d directs SCE to revise its Rule 21 to confirm that Phase 1 and Phase 2 study reports will include the type of costs triggered by applicants within a group study and whether these identified costs are shared costs to be allocated on a per kva basis or based on specific contribution. SCE has modified Section E.4.e to confirm that the DGSP Phase I and Phase II study reports will indicate how cost allocation is determined. e. Ordering Paragraph 1.e Ordering Paragraph 1.e directs SCE to revise its Rule 21 to incorporate: (1) a timeline identifying the amount of any required deposit and at what point in the process deposits are forfeited if an applicant drops out of the group, (2) a 60-day re-study timeline in the event a re-study is required after an applicant drops out of the group, and (3) that forfeited funds return to the group to cover future expenses in the event an applicant drops out of the group and any funds remaining at the conclusion of the group study

5 ADVICE 3050-E (U 338-E) June 9, 2014 process being allocated to individual applicants in the group on a per kva basis. SCE has modified Rule 21 as follows: The timeline for Detailed Study deposits as well as the required deposit amounts are identified in Sections E.2.c., E.3.a., F.3.c.viii and Table E-1 under Section E.2.c. Section E.3.a.ii(3) outlines the point in the process that Detailed Study deposits become non-refundable and forfeited if an Applicant withdraws. Section F.3.c.xv outlines the 60-day re-study timeline in the event a re-study is required after an applicant drops out of the group. Section E.3.a.iii.(2) outlines how forfeited funds return to the group to cover future expenses in the event an applicant drops out of the group and how any funds remaining at the conclusion of the group study process will be allocated to individual applicants in the group on a per kva basis. f. Ordering Paragraph 1.f Ordering Paragraph 1.f directs SCE to revise Rule 21 to incorporate minor changes into Rule 21 as follows: (1) cross references to indicate the location and name of all the appropriate forms, (2) more specific identification of behind the meter components on their interconnection application forms, and (3) a modification to the pre-application report request or supplemental review process, which may include an associated cost, to provide applicants with the option of requesting the utility to determine whether the proposed interconnection requires a Direct Transfer Trip. SCE has added Appendix A to Rule 21 that identifies the name and form number of all Commission-approved forms that are relevant to the Rule 21 interconnection process and provides a cross reference for where such forms can be located. SCE has modified Generating Facility Interconnection Application (Form ) and Rule 21 Exporting Generating Facility Interconnection Request (Form ) to address more specific identification of behind the meter components. Attached as Appendix D is a redline of Form , and attached as Appendix E is a redline of Form These redlines reflect changes made pursuant to Ordering Paragraph 1.f. SCE has modified Section F.2.b.ii, which revises the Supplemental Review to provide applicants with the option of requesting the utility to determine whether the proposed interconnection requires a Direct Transfer Trip. 2 2 This proposed tariff language was developed during the California Energy Commission s Synchronous Generator Working Group.

6 ADVICE 3050-E (U 338-E) June 9, 2014 g. Ordering Paragraph 1.g Ordering Paragraph 1.g directs SCE to develop a transition plan, if warranted, for moving pending applications into the DGSP to the extent they are eligible for the DGSP. Attached as Appendix F is SCE s proposed transition plan. 3 h. Conclusion of Law 11 Conclusion of Law 11 of D states: Minor changes to Rule 21 will improve its accessibility and should be included in the Tier 2 Advice Letter filing required by today s decision. Additional changes to promote the general accessibility of Rule 21 are encouraged and may be included in this same advice letter filing. SCE, in coordination with PG&E and SDG&E, has proposed modifications to multiple sections of Rule 21 to improve accessibility and promote clarity. Such modifications are substantially similar to modifications proposed by PG&E and SDG&E. These proposed modifications are summarized in the attached Appendix A. II. Revisions to Forms Ordering Paragraph 5 instructed SCE to submit the following forms adopted by D : (1) Electric Tariff Rule 21 (Rule 21) Generator Interconnection Agreement for Exporting Generation Facilities Interconnecting Under the Transmission Cluster Study or Independent Study Process (Rule 21 Cluster/ISP GIA); (2) Rule 21 Independent Study Process Study Agreement (Rule 21 ISP Study Agreement); and (3) Rule 21 Pre-Application Report Request. In addition, Ordering Paragraph 5 instructed SCE to revise its forms, as needed, to conform to the revisions to Rule 21 adopted by D regarding the DGSP. SCE has revised the Rule 21 Cluster/ISP GIA to incorporate Interconnection Requests that were studied under the DGSP. SCE has also modified Section to reduce the minimum combined single limit per occurrence for Excess Public Liability Insurance (from $20,000,000 to $1,000,000 per MW) to conform this minimum with the minimum requirement identified in SCE s Wholesale Distribution Access Tariff (WDAT) GIAs. SCE made this change to promote consistency and synergy with its WDAT. Such revisions are substantially similar in format and substance to the analogous agreements proposed by PG&E and SDG&E. SCE has renamed this document the Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Independent Study, Distribution Group Study, or Transmission Cluster Study Process. Attached as Appendix B is a redline that reflects 3 SCE notes that, as of June 9, 2014, there are no pending applications in its current Rule 21 interconnection process that are eligible for such a transition.

7 ADVICE 3050-E (U 338-E) June 9, 2014 all modifications that were made compared to the Rule 21 Cluster/ISP GIA that was approved by D SCE has revised Rule 21 ISP Study Agreement to incorporate the DGSP. Such revisions and modifications are substantially similar in format and substance to the analogous agreements proposed by PG&E and SDG&E. SCE has renamed this document the Rule 21 Detailed Study Agreement (Form ). Attached as Appendix C is a redline that reflects all modifications that were made compared to the Rule 21 ISP Study Agreement that was approved by D In addition, as noted above in Section I.f, SCE has revised its Rule 21 Generating Facility Interconnection Application (Form ) and its Rule 21 Exporting Generating Facility Interconnection Request (Form ) to meet the requirements of Ordering Paragraph 1.f.(2) to provide more specific identification of behind the meter components on its interconnection application form. Attached as Appendix D is a redline of Form , and attached as Appendix E is a redline of Form These redlines reflect changes made pursuant to Ordering Paragraph 1.f. No cost information is required for this advice filing. This advice filing will not increase any rate or charge, cause the withdrawal of service, or conflict with any other schedule or rule. TIER DESIGNATION Pursuant to Ordering Paragraphs 1 and 5 of D , this advice letter is submitted with a Tier 2 designation. EFFECTIVE DATE This advice filing will become effective on July 9, 2014, the 30 th calendar day after the date filed. NOTICE Anyone wishing to protest this advice filing may do so by letter via U.S. Mail, facsimile, or electronically, any of which must be received no later than 20 days after the date of this advice filing. Protests should be mailed to: CPUC, Energy Division Attention: Tariff Unit 505 Van Ness Avenue San Francisco, California EDTariffUnit@cpuc.ca.gov Copies should also be mailed to the attention of the Director, Energy Division, Room 4004 (same address above).

8 ADVICE 3050-E (U 338-E) June 9, 2014 In addition, protests and all other correspondence regarding this advice letter should also be sent by letter and transmitted via facsimile or electronically to the attention of: Megan Scott-Kakures Vice President, Regulatory Operations Southern California Edison Company 8631 Rush Street Rosemead, California Facsimile: (626) AdviceTariffManager@sce.com Leslie E. Starck Senior Vice President, Regulatory Policy & Affairs c/o Karyn Gansecki Southern California Edison Company 601 Van Ness Avenue, Suite 2030 San Francisco, California Facsimile: (415) Karyn.Gansecki@sce.com There are no restrictions on who may file a protest, but the protest shall set forth specifically the grounds upon which it is based and shall be submitted expeditiously. In accordance with Section 4 of General Order (GO) 96-B, SCE is serving copies of this advice filing to the interested parties shown on the attached GO 96-B and R service lists. Address change requests to the GO 96-B service list should be directed by electronic mail to AdviceTariffManager@sce.com or at (626) For changes to all other service lists, please contact the Commission s Process Office at (415) or by electronic mail at Process_Office@cpuc.ca.gov. Further, in accordance with Public Utilities Code Section 491, notice to the public is hereby given by filing and keeping the advice filing at SCE s corporate headquarters. To view other SCE advice letters filed with the Commission, log on to SCE s web site at For questions, please contact Ingrid Vigh at (626) or by electronic mail at Ingrid.Vigh@sce.com. Southern California Edison Company MSK:iv:sq Enclosures /s/ MEGAN SCOTT-KAKURES Megan Scott-Kakures

9 CALIFORNIA PUBLIC UTILITIES COMMISSION ADVICE LETTER FILING SUMMARY ENERGY UTILITY MUST BE COMPLETED BY UTILITY (Attach additional pages as needed) Company name/cpuc Utility No.: Southern California Edison Company (U 338-E) Utility type: Contact Person: Darrah Morgan ELC GAS Phone #: (626) PLC HEAT WATER Disposition Notice to: EXPLANATION OF UTILITY TYPE ELC = Electric GAS = Gas PLC = Pipeline HEAT = Heat WATER = Water (Date Filed/ Received Stamp by CPUC) Advice Letter (AL) #: 3050-E Tier Designation: 2 Subject of AL: Revisions to SCE s Rule 21 Tariff and Associated Forms Keywords (choose from CPUC listing): Compliance, Forms, Rules, Agreements AL filing type: Monthly Quarterly Annual One-Time Other If AL filed in compliance with a Commission order, indicate relevant Decision/Resolution #: D Does AL replace a withdrawn or rejected AL? If so, identify the prior AL: Summarize differences between the AL and the prior withdrawn or rejected AL: Confidential treatment requested? Yes No If yes, specification of confidential information: Confidential information will be made available to appropriate parties who execute a nondisclosure agreement. Name and contact information to request nondisclosure agreement/access to confidential information: Resolution Required? Yes No Requested effective date: 7/9/14 No. of tariff sheets: Estimated system annual revenue effect: (%): Estimated system average rate effect (%): When rates are affected by AL, include attachment in AL showing average rate effects on customer classes (residential, small commercial, large C/I, agricultural, lighting). Tariff schedules affected: Service affected and changes proposed 1 : Rule 21; Forms , , , , and ; and Table of Contents Pending advice letters that revise the same tariff sheets: 2952-E 1 Discuss in AL if more space is needed.

10 Protests and all other correspondence regarding this AL are due no later than 20 days after the date of this filing, unless otherwise authorized by the Commission, and shall be sent to: CPUC, Energy Division Attention: Tariff Unit 505 Van Ness Avenue San Francisco, California Megan Scott-Kakures Vice President, Regulatory Operations Southern California Edison Company 8631 Rush Street Rosemead, California Facsimile: (626) Leslie E. Starck Senior Vice President, Regulatory Policy & Affairs c/o Karyn Gansecki Southern California Edison Company 601 Van Ness Avenue, Suite 2030 San Francisco, California Facsimile: (415)

11 PROCEDURES FOR TRANSITIONING INTERCONNECTION REQUESTS SUBMITTED PRIOR TO THE EFFECTIVE DATE OF THE REVISED RULE 21 TARIFF I. Objective a. The objective of this transition plan is to set forth procedures for the transition of existing Rule 21 Interconnection Requests that may be eligible for the Distribution Group Study Process to the Revised Rule 21 1 II. III. Definitions a. Capitalized terms shall have the meaning set forth in the Revised Rule 21 Transition of Interconnection Requests of Existing Rule 21 Applicants a. General: i. The tariff sections referred to here are for convenience and do not imply that other applicable provisions of the Revised Rule 21 do not apply. ii. Section references refer to the Revised Rule 21 unless otherwise noted. b. Applicants that have a queue date on or before the Effective Date of the Revised Rule 21, and pass Screen Q but fail Screen R, shall be processed as follows: i. If Applicant elected to proceed directly to the Transmission Cluster Study Process and withdrew from Rule 21 on or before the Effective Date of the Revised Rule 21, Applicant shall continue to be processed pursuant to Section F.3.d (Transmission Cluster Study Process). ii. If Applicant elected to proceed under the Independent Study Process and executed an Independent Study Process Study Agreement on or before the Effective Date of the Revised Rule 21, Applicant shall continue to be processed pursuant to Section F.3.b (Independent Study Process). iii. All other Applicants shall be processed pursuant to Section F.3.c (Distribution Group Study Process). c. Notification: i. Within 10 Business Days of the Effective Date of the Revised Rule 21, SCE shall provide written notice to all Applicants subject to Section III.b.iii of this transition plan: (1) providing the Applicant a copy of this transition plan; (2) confirming the Applicant s applicable Detailed Study Interconnection Review Process; and (3) citing the Rule 21 Detailed Study Interconnection Review Process provisions now applicable to the Applicant. 2 1 Revised Rule 21 refers to the version of Rule 21 submitted via Advice Letter on June 9, 2014 pursuant to Decision As of June 9, 2014, SCE has no Interconnection Requests that would be subject to this transition plan.

12 Public Utilities Commission 3050-E Attachment A Cal. P.U.C. Sheet No. Title of Sheet Cancelling Cal. P.U.C. Sheet No. Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Original E Rule 21 Revised E Rule 21 Original E* Revised E Rule 21 Original E* Original E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E 1

13 Public Utilities Commission 3050-E Attachment A Cal. P.U.C. Sheet No. Title of Sheet Cancelling Cal. P.U.C. Sheet No. Revised E Rule 21 Original E Original E Rule 21 Original E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Original E Rule 21 Original E* Revised E Rule 21 Original E* Original E Rule 21 Original E* Original E Revised E Rule 21 Original E Original E Rule 21 Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Original E Rule 21 Original E Rule 21 Original E Rule 21 Revised E Rule 21 Original E* Original E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E* Original E Rule 21 Original E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E 2

14 Public Utilities Commission 3050-E Attachment A Cal. P.U.C. Sheet No. Title of Sheet Cancelling Cal. P.U.C. Sheet No. Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E* Revised E Rule 21 Original E* Revised E Rule 21 Original E Revised E Rule 21 Original E Original E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Original E, E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E Revised E Rule 21 Original E 3

15 Public Utilities Commission 3050-E Attachment A Cal. P.U.C. Sheet No. Title of Sheet Cancelling Cal. P.U.C. Sheet No. Original E Rule 21 Original E Rule E Revised E Form Revised E Revised E Form Original E* Original E Form Original E Form Original E Form Revised E Table of Contents Revised E Revised E Table of Contents Revised E Revised E Table of Contents Revised E Revised E Table of Contents Revised E 4

16 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 1 GENERATING FACILITY INTERCONNECTIONS A. TABLE OF CONTENTS Sheet No. B. Applicability Applicability Definitions Applicable Codes and Standards...10 C. Definitions...10 D. General, Rules, Rights and Obligations Authorization Required to Operate Separate Agreements Required for Other Services Services Under This Tariff Limited to Interconnection Compliance with Laws, Rules, and Tariffs Design Reviews and Inspections Right to Access Confidentiality...25 a. Scope...25 b. Limitations on Scope...26 c. Disclosure to Commission, FERC or their respective Staff...27 d. Required Disclosure Prudent Operation and Maintenance Required Curtailment and Disconnection Local Furnishing Bonds Coordination with Affected Systems Transferability of Interconnection Request Special Provisions Applicable to Net Energy Metered Applicants...30 (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H13 Resolution

17 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E* Rule 21 Sheet 2 GENERATING FACILITY INTERCONNECTIONS A. TABLE OF CONTENTS D. General, Rules, Rights and Obligations 14. Compliance with Established Timelines Modification of Timelines...31 E. Interconnection Request Submission Process Optional Pre-Applicant Report Interconnection Request Process...34 a. Applicant Initiates Contact with Distribution Provider...34 b. Applicant Selects a Study Process...34 c. Applicant Completes an Interconnection Request...36 d. Site Exclusivity Interconnection Request Fee and Study Deposit...38 a. Detailed Study Deposit Interconnection Cost Responsibility...42 a. Costs of Interconnection and Parallel Operation...42 b. Methodology and Timing of Cost Identification...42 c. Timing of Cost Identification...43 d. Producer Costs During Parallel Operation...43 e. Cost Allocation...44 f. Summary Tables Interconnection Request Validation and Assignment of Queue Position...46 a. Acknowledgement of Interconnection Request...46 b. Deficiencies in Interconnection Request...46 c. Assignment of Queue Position...47 d. Publication of the Interconnection Queue...48 (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H13 Resolution

18 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 3 GENERATING FACILITY INTERCONNECTIONS A. TABLE OF CONTENTS F. Review Process For Interconnection Requests Overview of the Interconnection Review Process...49 a. Valid Interconnection Request...49 b. Fast Track Review...49 c. Detailed Studies...50 d. Compliance with Timelines Fast Track Interconnection Review Process...52 a. Initial Review...52 b. Optional Initial Review Results Meeting...53 c. Supplemental Review...54 d. Optional Supplemental Review Results Meeting...57 e. Execution of the Generator Interconnection Agreement Detailed Study Interconnection Review Process...60 a. Detailed Study Track Selection Process...60 b. Independent Study Process...62 c. Distribution Group Study Process...69 d. Transmission Cluster Study Process...80 e. Generator Interconnection Agreement for Detailed Studies...81 f. Engineering & Procurement (E&P) Agreement Interconnection Financial Security...84 a. Types of Interconnection Financial Security...84 b. Initial Posting of Interconnection Financial Security...85 c. Second Posting of Interconnection Financial Security...86 d. Third Posting of Interconnection Financial Security...87 e. General Effect of Withdrawal of Interconnection Request or Termination of the Generator Interconnection Agreement on Interconnection Financial Security...88 f. General Effect of Withdrawal of Interconnection Request or Termination of the Generator Interconnection Agreement on Interconnection Financial Security for Interconnection Requests Studied Under the Distribution Group Study Process...93 (N) (N) (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H16 Resolution

19 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 4 GENERATING FACILITY INTERCONNECTIONS A. TABLE OF CONTENTS F. Review Process For Interconnection Requests 5. Commissioning Testing and Parallel Operation...94 a. Commissioning Testing...94 b. Parallel Operation or Momentary Parallel Operation Withdrawal...95 G. Engineering Review Details Initial Review Screens...98 a. Screen A: Is the PCC on a Networked Secondary System?...98 b. Screen B: Is Certified Equipment used?...99 c. Screen C: Is the Starting Voltage Drop within acceptable limits?...99 d. Screen D: Is the transformer or secondary conductor rating exceeded? e. Screen E: Does the Single-Phase Generator cause unacceptable imbalance? f. Screen F: Is the Short Circuit Current Contribution Ratio within acceptable limits? g. Screen G: Is the Short Circuit Interrupting Capability Exceeded? h. Screen H: Is the line configuration compatible with the Interconnection type? i. Screen I: Will power be exported across the PCC? j. Screen J: Is the Gross Rating of the Generating Facility 11 kva or less? k. Screen K: Is the Generating Facility a Net Energy Metering (NEM) Generating Facility with nameplate capacity less than or equal to 500kW? l. Screen L: Transmission Dependency and Transmission Dynamic/Stability Test m. Screen M: Is the aggregate Generating Facility capacity on the Line Section less than 15% of Line Section peak load for all line sections bounded by automatic sectionalizing devices? (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H17 Resolution

20 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 5 GENERATING FACILITY INTERCONNECTIONS A. TABLE OF CONTENTS G. Engineering Review Details 2. Supplemental Review Screens a. Screen N: Penetration Test b. Screen O: Power Quality and Voltage Tests c. Screen P: Safety and Reliability Tests Detailed Study Screens a. Screen Q: Is the Interconnection Request electrically Independent of the Transmission System? b. Screen R: Is the Interconnection Request independent of other earlier-queued and yet to be studied interconnection requests interconnecting to the Distribution System? c. Independent Study Process and Distribution Group Study Process Interconnection Studies H. Generating Facility Design and Operating Requirements General Interconnection and Protective Function Requirements a. Protective Functions Required b. Momentary Paralleling Generating Facilities c. Suitable Equipment Required d. Visible Disconnect Required e. Drawings Required f. Generating Facility Conditions Not Identified Prevention of Interference a. Voltage Regulation b. Voltage Trip Setting c. Paralleling d. Flicker e. Integration with Distribution Provider s Distribution System Grounding (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H16 Resolution

21 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 6 GENERATING FACILITY INTERCONNECTIONS A. TABLE OF CONTENTS H. Generating Facility Design and Operating Requirements f. Frequency g. Harmonics h. Direct Current Injection i. Power Factor Technology Specific Requirements a. Technology Specific Requirements b. Induction Generators c. Inverters Supplemental Generating Facility Requirements a. Fault Detection b. Transfer Trip c. Reclose Blocking I. Third-Party Installations, Reservation of Unused Facilities, and Refund of Salvage Value Interconnection Facilities and Distribution Upgrades Third-Party Installations Reservation of Unused Facilities Refund of Salvage Value J. Metering, Monitoring and Telemetering General Requirements Metering by Non-Distribution Provider Parties Net Generation Output Metering Point of Common Coupling (PCC) Metering Telemetering Location Costs of Metering Multiple Tariff Metering (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H17 Resolution

22 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 7 GENERATING FACILITY INTERCONNECTIONS A. TABLE OF CONTENTS K. Dispute Resolution Process Scope Procedures Performance During Dispute L. Certification and Testing Criteria Introduction Certified and Non-Certified Interconnection Equipment a. Certified Equipment b. Non-Certified Equipment Type Testing a. Type Tests and Criteria for Interconnection Equipment Certification b. Anti-Islanding Test c. Non-Export Test d. In-rush Current Test e. Surge Withstand Capability Test f. Synchronization Test g. Paralleling Device Withstand Test Production Testing Commissioning Testing a. Commissioning Testing b. Review, Study, and Additional Commissioning Test Verification Costs c. Other Checks and Tests d. Certified Equipment e. Non-Certified Equipment f. Verification of Settings g. Trip Tests h. In-service Tests (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H15 Resolution

23 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 8 GENERATING FACILITY INTERCONNECTIONS A. TABLE OF CONTENTS L. Certification and Testing Criteria 6. Periodic Testing Type Testing Procedures Not Defined in Other Standards a. Non-Exporting Test Procedures b. In-rush Current Test Procedures M. Inadvertent Export Appendix A (N) (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H17 Resolution

24 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E* Rule 21 Sheet 9 GENERATING FACILITY INTERCONNECTIONS B. APPLICABILITY 1. Applicability This Rule describes the Interconnection, operating and Metering requirements for those Generating Facilities to be connected to Distribution Provider s Distribution System and Transmission System over which the California Public Utilities Commission (Commission) has jurisdiction. All Generating Facilities seeking Interconnection with Distribution Provider s Transmission System shall apply to the California Independent System Operator (CAISO) for Interconnection and be subject to CAISO Tariff except for 1) Net Energy Metering Generating Facilities and 2) Generating Facilities that do not export to the grid or sell any exports sent to the grid (Non-Export Generating Facilities). NEM Generating Facilities and Non-Export Generating Facilities subject to Commission jurisdiction shall interconnect under this Rule regardless of whether they interconnect to Distribution Provider s Distribution or Transmission System. Subject to the requirements of this Rule, Distribution Provider will allow the Interconnection of Generating Facilities with its Distribution or Transmission System. Generating Facility interconnections to Distribution Provider s Distribution System that are subject to Federal Energy Regulatory Commission (FERC) jurisdiction shall apply under Distribution Provider s WDAT whether they interconnect to Distribution Provider s Distribution or Transmission System. 2. Definitions Capitalized terms used in this Rule, and not defined in Distribution Provider s other tariffs shall have the meaning ascribed to such terms in Section C of this Rule. The definitions set forth in Section C of this Rule shall only apply to this Rule, the Interconnection Request, study agreements and Generator Interconnection Agreements, and may not apply to Distribution Provider s other tariffs. (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, C13 Resolution

25 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 10 GENERATING FACILITY INTERCONNECTIONS B. APPLICABILITY 3. Applicable Codes and Standards This Rule has been harmonized with the requirements of American National Standards Institute/Institute of Electrical and Electronic Engineers (ANSI/IEEE) Standards for Interconnecting Distributed Resources with Electric Power Systems. In some sections, IEEE 1547 language has been adopted directly, in others, IEEE 1547 requirements were interpreted and this Rule s language was changed to maintain the spirit of both documents. The language from IEEE 1547 that has been adopted directly (as opposed to paraphrased language or previous language that was determined to be consistent with IEEE 1547) is followed by a citation that lists the Clause from which the language derived. For example, IEEE is a reference to Clause In the event of any conflict between this Rule, any of the standards listed herein, or any other applicable standards or codes, the requirements of this Rule shall take precedence. C. DEFINITIONS The definitions in this Section C are applicable only to this Rule, the Interconnection Request, Study Agreements and Generator Interconnection Agreements. Added Facilities: As Defined in Distribution Provider s Rule 2. Affected System: An electric system other than Distribution Provider's Distribution or Transmission System that may be affected by the proposed Interconnection. Affected System Operator: The entity that operates an Affected System. Affiliate: With respect to a corporation, partnership or other entity, each such other corporation, partnership or other entity that directly or indirectly, through one or more intermediaries, controls, is controlled by, or is under common control with, such corporation, partnership or other entity. Allocated Capacity: Existing aggregate generation capacity in megawatts (MW) interconnected to a substation/area bus, bank or circuit (i.e., amount of generation online). Anti-Islanding: A control scheme installed as part of the Generating or Interconnection Facility that senses and prevents the formation of an Unintended Island. (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H13 Resolution

26 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 21 Sheet 11 GENERATING FACILITY INTERCONNECTIONS C. DEFINITIONS Applicant: The entity submitting an Interconnection Request pursuant to this Rule. Application: See Interconnection Request. Available Capacity: Total Capacity less the sum of Allocated Capacity and Queued Capacity. Base Case: Data including, but not limited to, base power flow, short circuit and dynamic/stability data bases, underlying load, generation, and transmission facility assumptions, contingency lists, including relevant special protection systems, and transmission diagrams used to perform the Interconnection Studies. The Base Case may include Critical Energy Infrastructure Information (as that term is defined by FERC). The Base Case shall include (a) transmission facilities as approved by Distribution Provider or CAISO, as applicable, (b) planned Distribution Upgrades that may have an impact on the Interconnection Request, (c) Distribution Upgrades and Network Upgrades associated with generating facilities in (iv) below, and (d) generating facilities that (i) are directly interconnected to the Distribution System or CAISO Controlled Grid; (ii) are interconnected to Affected Systems and may have an impact on the Interconnection Request; (iii) have a pending request to interconnect to the Distribution System or an Affected System; or (iv) are not interconnected to the Distribution System or CAISO Controlled Grid, but are subject to a fully executed Generator Interconnection Agreement (or its equivalent predecessor agreement) or for which an unexecuted Generator Interconnection Agreement (or its equivalent predecessor agreement) has been requested to be filed with FERC. Business Day: Monday through Friday, excluding Federal and State Holidays. CAISO Controlled Grid: The system of transmission lines and associated facilities that have been placed under the CAISO s Operational Control. CAISO Tariff: The California Independent System Operator FERC Electric Tariff. Calendar Day: Any day including Saturday, Sunday or a Federal and State Holiday. Certification Test: A test pursuant to this Rule that verifies conformance of certain equipment with Commission-approved performance standards in order to be classified as Certified Equipment. Certification Tests are performed by Nationally Recognized Test Laboratories (NRTLs). (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H14 Resolution

27 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E* Rule 21 Sheet 12 GENERATING FACILITY INTERCONNECTIONS C. DEFINITIONS Certification; Certified; Certificate: The documented results of a successful Certification Testing. Certified Equipment: Equipment that has passed all required Certification Tests. Commercial Operation: The status of a Generating Facility that has commenced generating electricity, excluding electricity generated during the period which Producer is engaged in onsite test operations and commissioning of the Generating Facility prior to Commercial Operation. Commercial Operation Date: The date on which a Generator at a Generating Facility commences Commercial Operation as agreed to by the Parties. Commission: The Public Utilities Commission of the State of California. Commissioning Test: A test performed during the commissioning of all or part of a Generating Facility to achieve one or more of the following: Verify specific aspects of its performance; Calibrate its instrumentation; Establish instrument or Protective Function set-points. Confidential Information: See Section D.7. Conservation Voltage Regulation (CVR): The CVR program that the Commission directed Distribution Provider to implement as applicable to the operation and design of distribution circuits and related service voltages. Construction Activities: Actions by Distribution Provider that result in irrevocable financial commitments for the purchase of major electrical equipment or land for Distribution Provider s Interconnection Facilities, Distribution Upgrades, or Network Upgrades assigned to the Interconnection Customer that occur after receipt of all appropriate governmental approvals needed for Distribution Provider s Interconnection Facilities, Distribution Upgrades, or Network Upgrades. (To be inserted by utility) Issued by (To be inserted by Cal. PUC) Advice 3050-E Megan Scott-Kakures Date Filed Jun 9, 2014 Decision Vice President Effective Jul 9, H12 Resolution