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• Appendix DD 2.4.3

• Cluster is the most common study type

• Delineation within the interconnection process due to size

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• Appendix DD Sections 6-8

• April 1-30 is the only cluster application window each year.

• Study Groups are projects that are electrically related

• Two year period covers Scoping Meeting, two study phases, and deliverability allocation (these elements to be covered in “Interconnection Timeline and Process” session)

• A Study Group is a group of electrically related projects usually located in a certain geographic area.

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• Appendix DD Section 3

• Cluster is the most common study type

• All of the elements (IR, technical data, Study Deposit, Site Exclusivity) constitute an Interconnection Request and must be received during the April 1-30 application window.

• Links to sample IRs can be found at the end of this presentation.

• Requested information needs to be complete and accurate.

• Deposit can be made via Fed Wire transfer or check – ACH is not accepted. Please be sure and reference the project name in the notes area of wire transfer or check for easy matching.

Wells Fargo Bank (LGIP)

ABA 121000248

Acct 4122041825

Federal Tax ID # 94-3274043

CAISO is a Corporation

• Funds must be received no later than April 30th.

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• Link to the Generator Interconnection queue at the end of the presentation

• Includes non-confidential project information (Study Type, size, location POI, COD, current study status, status of the GIA)

• Tab for Active projects (project is study process through GIA execution and build out of project, Completed projects (projects that are commercially available), and Withdrawn projects

• Posted in Excel and pdf formats, Excel allows you to “slice and dice” the data in a manner that is meaningful to you

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Appendix DD Section 4

COD = Commercial Operation Date

IR = Interconnection Request

Important to submit as early as possible before the close of the Cluster window, or you will have to wait until after the Cluster process.

Site Exclusivity can be met via documentation ONLY

Electrical Independence is met by passing flow impact and short circuit test

Scoping Meeting bring engineers together in prep for study work

System Impact Study (Section 4.4) includes short circuit, stability, and power flow analysis

Facilities Study (Section 4.5) specifies and estimates cost of equipment, engineering, and construction work.

ISP Behind-the-meter expansion

Tariff allows existing facility to increase up to 125% of original project capacity. Total project expansion cannot exceed 100 MW.

Expansion is after COD

Expanded capacity needs separate breaker and meter

ISO can trip if project goes above studied capacity

No increase in NQC

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Appendix DD Section 5

EO = Energy Only

No larger than 5MW with Energy Only deliverability; however, it can be an expansion to existing project/resource, but overall size cannot exceed 20MW.

Only documentation can be used to satisfy Site exclusivity for FT projects, just like ISP. No deposit in lieu.

Screens must be met… Screens are detailed in Section 5.3

Customer Options meetings are needed if they fail the screens.

Supplemental Review is meeting based on the outcomes of the Customer Options Meetings (includes a short study process and additional deposit for estimated costs)

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NQC = Net Qualifying Capacity

Deliverability is the difference between a project that is Energy Only and Full Capacity.

EO simply allows the energy to flow on the grid.

FC allows a resource to help meet Resource Adequacy requirements; the incentive is that the resource can receive NQC payments above what they receive for supplying energy.

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Appendix DD Section 9.2

After TP allocation process

EO = Energy Only

TP = Transmission Plan

GIA = Generator Interconnection Agreement

Annual Process follows the Cluster process and actually uses the same IR application.

Payment of study fee does not guarantee of deliverability

Previously studied for EO

Option A not allocated TP Deliverability that converted to EO

Option B which chose Partial Capacity deliverability, now wants additional deliverability

Both Option A and B must have GIAs in good standing.

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Appendix DD Section 9.4

BA = Balancing Authority

IR = Interconnection Request

IFS = Interconnection Financial Security

Rare, since most transmission is on PTO facilities, rather than Non-PTO facilities.

Projects wish to obtain FC or Partial Capacity.

Must submit CAISO IR since we do the Deliverability studies for all study processes.

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Section 40.4.6.3

TPP = Transmission Planning Process

WDAT = Wholesale Distribution Access Tariff

UDC = Utility Distribution Company

BPM = Business Practice Manual

This process is not part of GIDAP (Appendix DD); the process is outlined in CAISO Tariff Section 40.4.6.3

UDC manages the application process and assignment of deliverability subject to the CAISO Tariff.

CAISO reviews the applications and validates assignments.

Only applies to distribution level projects ONLY.

Qualifying Facilities (QF) conversions have grandfathered deliverability.

DG must complete New Resource Implementation Checklist to utilize the assigned deliverability

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• Interconnection Specialists ensure all projects are treated in accordance with the current applicable tariff provisions

• Issuance of reports is going to be through our secure Resource Interconnection Management System database (RIMS). It is imperative that you apply for access at your earliest opportunity following submission of your Interconnection Request.

• There is a demo of the system and information on how to get access in room 1540 today.

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