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NewResourceImplementationGuideVersion39RevisionHistoryVersionDateDescription110/15/2013Initialversion212/6/2013RIMSGEN31/29/2014RIMSGENclosedforusabilityissues42/18/2014Updatetoweblinks54/22/2014UpdatetoSCAssociationprocessinBucket4andmeterdocumentationrequirementsforBucket366/6/2014NewBucket2requirement(SiteInformationForm)forFERC764orderregardingforecastingrequirementsforEligibleIntermittentResources.
76/25/2014MovedFERC764requireddocuments(Topographicalmap,SiteInfo)toBucket3.
MeterConfigurationdocumentalsoinBucket3.
MeterCertificationForm,MeterSiteVerificationDataSheet(SVDS),andMeterCalculationsworksheetnowdoaftersynchronizationandmustbeapproved5daysbeforeCommercialOperationsforstandardresources;QFconversionprojectmustsubmitthem5daysbeforetheirplannedQFconversiondate.
88/25/2014Newsubsectioninsection3relatedtomovingaprojectssyncdate.
99/10/2014UpdateofinformationneededonNetAppInfodocument.
109/22/2014UpdatetoTestEnergyprocesstoalignwithNRIchecklist1111/17/2014ChangestotheBucket1and2documentrequirements,addedfilenamingexamplesateachrequireddocument,consolidatedRIGandMeteringbucket1and2information.
Anadditionaloftwonewgeneratormodelingfilesinbucket2.
1212/5/2014AddedQFCompletionSection.
MovedMeteringsubmittalsfromBucket7toBucket6.
IncludedadditionalinformationaboutmovingtheestimatedsyncdateanditseffectontheCommercialOperationDate.
1312/30/14Newprojectcreationprocess.
142/13/15StandardemailsubjectlinesforrequestingSync,COD,COMandQFConversion.
Otherminorformattingofthedocument153/25/15AddednamingconventionguidelinesforGeneratorsandclarificationtorequirementsbeforetheInterconnectionCustomercansubmittheRequestforSynchronizationtoNRI.
169/28/15RemoveTurbineCoordinatesfromBucket1&2andaddedSiteInfoSheetrequirementforWindresourcestoreplacetheTurbineCoordinatesrequirement.
NetAppInfotemplatelinkedtowebsite.
1712/17/15ClarificationofCOMprocess182/24/15CombinedBucket1&2toBucket1andrenumberedremainingbuckets.
AddedMeterSiteVerificationSheetinplaceofthemetercertificationandSVDSforms.
AddedNewfilenamingconventions.
194/29/16MSVSeffectiveMay,2016.
207/11/16UpdateinstructiontoRIMS5access.
UpdatetolinkstotheISOwebsite.
Addedreal-timecommunicationpathoptions.
218/15/16Updatedguidelinestoresourcenamequickguide.
UpdatedinstructionsforResourceInterconnectionmanagementsystemguidelines.
UpdatedinstructionstoRIGandMeterISOTestingSchedule.
UpdatedCODandCOMprocess.
228/29/16UpdatedcontactphonenumbertotheISOReal-TimeDesk.
239/27/16RemoveinitialGRDTfromNRIrequirement.
242/9/17UpdatedtheProjectNamingGuidelines.
Updatedcontrolandprotectionguidelines.
254/10/17UpdatetoRIGDetails:DispersiveTechnologyISOapproved.
AdditionofSQMDMeterConfigurationWorksheet.
264/19/17UpdatedQFsectiontoincludeRMTMaxprocedureinformation.
275/4/17Updatetosection4F,theQFConversionflowchartUpdatetoSQMDMeterConfigfilenamingconvention285/26/17Updatetosection4F,theQFConversionflowchartUpdatetoSQMDMeterConfigfilenamingconventiontoomitdeviceIDUpdatetosection5Aand5D,SingleLineand3LineDrawingUpdatetosection1J,DynamicandPseudoTieEmailsubjectLinesUpdatetosection7Dand9F,FinalControlProtectionReviewDocumentation294/18/18ProjectTypeDefinitionsUpdatesmadetoencompassRIMSUserInterface303/5/19IARequirementsQFConversionsclarificationaroundMSVSAcceptancebeforerequestingtocomplete3-PartyQFConversionIRinformationSection1317/10/1924HourContactformlocationupdateSection6D–MeterConfigSQMDSection6C–MetsharingcontractSections2-6-FullNetworkModelBuildScheduleChangesandImpactsSection5F-G–SiteInformationandTopoMapchangesSection6B-MeterConfigurationWorksheetupdatesSection2H-FileNamingConventionandVersionControlStandardsupdate328/14/19Additionofsection2h-3-PartyApp&StudyProjectTransitiontoNRIModule339/12/19UpdatestoNRITimeline,projectcreationandBucket1isdue-203daysfromimplementationdate.
3410/3/2019AdditiontoBucket1–SCMEPEAttestationLetterAdditiontoBucket3–QualifiedReportingEntityServiceAgreement3510/22/2019RemovalofDispersiveTechnology3611/25/2019AdditionofaGRDTSupportingExplanation&DocumentationRequirement3703/01/2020BucketitemresubmittalsBucketdatesNewSCAssociationprocess3803/24/2020Buckettimelineexampleadded393/10/2021Section2E:AdditionofStorageProjectTypeSection6B:AdditionalMeteringDevicesFormSection7D:AdditionofBucketitem"ControlProtectionInverter"TableofContents1.
Introduction62.
GettingStarted6a.
NewResourceImplementationResources6b.
Resourcenameguidelinesfornewfacilities6c.
ProjectNamingGuidelines6d.
ProjectDetailsForm7e.
ProjectTypeDefinitions8f.
AuthorizedPointofContact(POC)9g.
ResourceInterconnectionManagementSystemguidelines9h.
3-PartyApp&StudyProjectTransitiontoNRIModule9i.
FileNamingConventionandVersionControlStandards10j.
NewResourceImplementationChecklist11k.
QuickReferenceEmailSubjectLinesforNon-RIMSUIProjectTypes11l.
QuickReferenceFileNameConvention12m.
NewResourceImplementationEmailInbox133.
ISOBucketDates134.
QualifyingFacility(QF)ConversionPath14a.
3PartyQFConversionsQueuePositionNumber14b.
QualifyingFacility(QF)ConversionCompletion14c.
TimingofSchedulingCoordinator(SC)changesandMeterCertification15d.
RegulatoryMust-Take15e.
SubmittingFinalMeterDocuments15f.
RequestforQFconversiontotheISO15g.
QFConversionProjectSplit175.
Bucket1-FullNetworkModelandForecastPreparation17a.
SingleLineDrawings17b.
PEStampAttestationLetter18c.
InterconnectionAgreement18d.
NetworkApplicationInformation18e.
ThreeLineDrawings19f.
CommunicationBlockDiagram19g.
SiteInformationForm20h.
TopographicalMap20i.
RemoteIntelligentGatewayDetailsForm21j.
GeneratorDynamicModelFile21k.
GeneratorPositiveSequenceLoadFlowData21l.
Non-BucketItem226.
Bucket2-RegulatoryContractsandModelTesting22a.
RegulatoryContracts22b.
MeterConfigurationWorksheet227.
Bucket3–MarketPreparation23a.
FinalGeneratorResourceDataTemplate&SupportingExplanation23b.
ParticipatingIntermittentResourceLetterofIntent24c.
CaliforniaEnergyCommission(CEC)–Pre-certification24d.
ControlandProtectionDocumentation24e.
SchedulingCoordinator(SC)SelectionandAcceptance26f.
24/7ContactInformationform28g.
DeviceCertificateRequestFormforTelemetry28h.
Telemetryand/orMeteringPretestingEmailNotification28i.
TelemetryandMeterISOTestingScheduled28j.
CPSSubscribersAgreementforReal-Timedevices29k.
EnergyControlNetworkConnectivity(ECN)SecurityRequirementsandAgreement29l.
QualifiedReportingEntityServiceAgreement29m.
DistributionCorrectionFactorSupportingDocumentation29n.
MeterExemptionRequest298.
Bucket4–TrialOperationsApproval31a.
GettingToSynchronization31b.
InterconnectionApprovalLetterfromParticipatingTransmissionOwner(PTO)orDistributionOwner31c.
InterconnectionCustomerRequestforInitialSynchronization32d.
TestEnergySchedule329.
Bucket5–TrialOperations32a.
ISOInternalApprovalProcessforSynchronization32b.
MeterSiteVerificationSheet33c.
PointOfReceiptMeteringCalculationDocument34d.
24HourNoticeforInitialSync35e.
ContactingtheISOReal-TimeDesk35f.
FinalControl&ProtectionReport3510.
Bucket6–CommercialOperation35a.
MeterCertificateofCompliance35b.
ParticipatingTransmissionOwner(PTO)FinalApprovalLetter36c.
InterconnectionCustomerRequestforCODorCOM36d.
GeneratorInterconnectionAgreementExhibitEDeclarationLetter36e.
CODDeclarationLetter(SGIA)37f.
PhasedCOMImplementationPlan37g.
COMDeclarationLetter37IntroductionThisguideisdesignedtoassistaNeworQualifyingFacility(QF)InterconnectionCustomer(IC)withasmoothtransitionfrombuildtobidintotheISOmarkets.
Itismeanttoprovideguidanceonsubmittingfilesandclarifywhyadeliverableissometimesrequiredtoberesubmitted.
TheISOhasimplementedabucketdatesystemthatisderivedfromourFullNetworkModelDatabaseReleaseschedule,andagenerationproject'sestimatedsyncdateorQFconversiondate.
Aseriesofbucketacceptancedatesarecalculatedandthenprovidedtotheinterconnectioncustomersinglepointofcontact.
ThesedatesshouldbeviewedasISOacceptancedatesnotthelastdaytosubmitinformation,formsordetailsrequiredtomovetheprojectforward.
IfaBucketisnotcompletedbyitsacceptancedeadlineanewsynchronization/QFconversiondatewillneedtobesubmittedinordertoputtheacceptancedeadlineintothefuture.
Nodocumentswillbeprocesseduntilthisisdone.
TheISOwillalsoprovideaprojectprogressupdateviaemailcalledtheFNMProjectAutoUpdate.
Thisemailwillshowthestatusofthebucketitemsastheyaresubmittedandaccepted.
TheISOwillsendbacktodesignatedpointsofcontactthecommentsfromISOrequestingmoreinformationordetailstothereviewasneeded.
Theseinternalgroupcommentsarelistedunderthe"ProjectMemo's"intheFNMProjectAutoUpdate.
GettingStartedNewResourceImplementationResourcesPleaseuseallthevaluableresourcesandtemplatesonourNRIwebpage.
Meteringandtelemetryresources:MeteringandReal-TimeDeviceDrawingRequirementsMeterConfigurationWorksheetRequirementsDocuSignAccount–RequiredforsigningISOmeterdocumentationResourcenameguidelinesfornewfacilitiesTheNationalElectricReliabilityCouncil(NERC)hasexpressedsomeconcerntoISOOperationsthatinrecentdisturbancestherehasbeenconfusionbetweendifferententitiesinvolved,overthenamesbeingusedforgeneratingunits,whichwerecriticalforsystemreliabilityunderstressedconditions.
Thisconfusionmademaintainingreliableoperationsmoredifficultthanitneededtobe.
ThereforetheISOwillonlyacceptgeneratorprojectnamesthatfollowtherulesbelow.
AllresourcenamesaresubjectforreviewandcanbechangedbytheISOatanytime.
IftheprojectsresourcenamedoesnotadheretotheguidelinebelowyouwillbecontactedbytheISOtoinitiatethenamechange.
ProjectNamingGuidelinesPleaserefertoSection5.
2oftheBPMforGeneratorInterconnectionandDeliverabilityAllocationProcedures(GIDAP).
Section5.
2oftheBPMwillhelpassistyouwiththeprojectnamingguidelineswhenchoosingyourresourcename.
ProjectDetailsFormTheProjectDetailsFormshallbeusedtocreateanewprojectWithintheform,weaskthatthefreetooliTouchMap.
combeusedtofindthelatitudeandlongitudecoordinatesoftheproject.
Note:PleasenotethatifyourproposedprojectrequiresmorethanonemarketresourceIDyouwillneedtocreateoneprojectperresourceID.
Forexample,iftheprojectisalargesolarresourcerequiringtwomarketresourceIDs,twoProjectDetailsFormswillberequired.
OnceithasbeenprocessedbyNRI,anemailwillbesenttothegeneratorownerandotherlistedPointsofContactwithanattachmentthatcontainstheprojectcodeasconfirmationthatyourprojecthasbeencreatedwithintheNRIProcess.
ForNon-RIMSprojecttypes:ToupdateinformationonanexistingprojectremovethewordNEWatthetopoftheprojectdetailsformandreplaceitwiththeprojectcodetomakeanydesiredchangestoproject:ProjectTypeDefinitionsPleaseselectoneoftheprojecttypesinsection1oftheprojectdetailsformwhencreatinganewproject.
Projecttypedefinitionsarelistedbelow.
Solar-Newsolarresource.
Wind/Windrepower:Neworrepoweringwindresource.
ExistingQF:ExistingQualifyingFacility(QF)thatisaconventionalorhydroresource.
Telemetryrequirementsapplyif10MWorabove.
WindQF:ExistingQualifyingFacility(QF)windresource.
Conventional:Newconventionalresource.
Telemetryrequirementsapplyif10MWorabove.
Dynamic:ADynamicSystemResourcethatisaspecificgenerationresourceoutsidetheCaliforniaISOBalancingAuthorityArea.
Formoreinformationregardingthisprojecttype:http://www.
caiso.
com/participate/Pages/DynamicTransfers/Default.
aspxPseudoTie:AfunctionalitybywhichtheoutputofageneratingunitphysicallyinterconnectedtotheelectricgridinaNativeBalancingAuthorityAreaistelemeteredtoanddeemedtobeproducedinanAttainingBalancingAuthorityAreathatprovidesBalancingAuthorityservicesforandexercisesBalancingAuthorityjurisdictionoverthePseudo-Tiegeneratingunit.
Formoreinformationregardingthisprojecttype:http://www.
caiso.
com/participate/Pages/DynamicTransfers/Default.
aspxNon-GenerationResource:IncludesLimitedEnergyStorageResourceandDispatchableDemandResources.
Hybrid:Amixedfueltypeproject,oracombinationofmultipledifferentgenerationtechnologiesthatarephysicallyandelectronicallycontrolledbyasingleowner/operatorandSchedulingCoordinatorbehindasinglepointofinterconnection("POI")thatparticipatesintheCAISOmarketsasasingleresourcewithasinglemarketresourceID.
Storage:GeneratingfacilitiesthatcanstoreelectricityforlaterinjectionintotheGridbutshallnotincludetheInterconnectionCustomer'sInterconnectionFacilities.
Storagefueltypescanbethefollowing:Solar,Water,Flywheel,GravityviaRail,MoltenSalt,PumpedStorageHydroandBattery.
Load:Curtailabledemand,includingpumpingloadoraggregatedparticipatingload,canbidintotheISOmarketthroughaschedulingcoordinatorwhoalsoactsastheloadservingentityfortheunderlyingload.
Theseparticipantscouldprovidenon-spinningreserveandprovidedemandreductionintherealtimemarket.
CustomLAP:AnaggregationofLoadPnodescreatedbytheISObasedonasetofcustomLDFssubmittedbyaSchedulingCoordinator,atwhichsuchSchedulingCoordinatormaysubmitasingleBidandsettleDemandconsistentwiththeISOTariffrules,andforwhichtheSchedulingCoordinatorisrequiredtosubmittotheISOMeterDataforthenodalLoadrepresentedinsuchaggregation.
SCMeteredEntity:AGenerator,EligibleCustomer,End-User,orProxyDemandResourcethatisnotanISOMeteredEntity.
MeterMaintenance:Calibration,BatteryReplacement,Troubleshooting,etc.
MeterReplacement:ExistingISOMeterisreplacedwithanewmeter.
RIGReconfiguration:RIGconfigurationchangesthatrequiretheISOtosplitoraddpointstoanexistingreal-timedevice.
ThisalsoincludeschangingIPaddressesofanexistingreal-timedevice.
AuthorizedPointofContact(POC)TheemailaddressesforAuthorizedPOCsmustbelistedontheProjectDetailsforminthefieldlabeled"AuthorizedPointofContact(s)EmailAddresses.
"Multipleemailaddressesmustbeseparatedwithasemicolon";"OnlyAuthorizedPointofContact(s)areapprovedtoreceiveprojectFNMprogressreports.
ResourceInterconnectionManagementSystemguidelinesPotentialorexistingparticipatinggeneratorownerswillberequiredtohaveuseraccesstoRIMS.
TheprocesstogainuseraccesstoRIMSisasfollows:EstablishaUserAccessAdministrator(UAA)withtheISOCustomerServiceDepartment.
IfyouareunsurewhetheraUAAhasalreadybeenestablishedwiththeISOforyourentity,pleasecontacttheISOClientRelationsDepartmentatUAARequests@caiso.
com.
IfaUAAisnotalreadyestablishedyoumaycreateonefollowingthestepsbelow.
Gotowww.
CAISO.
comandnavigateto"ApplicationAccess"byselecting"PARTICIPATE"intheselectionmenuatthetopofthewebpage.
Selectthe"Useraccessadministratorguide".
CompleteSteps1and2oftheUserAccessAdministratorGuide,"DesignateaUAA"and"Completethenon-disclosureagreement".
OnceyourUAAhasbeenestablished,completesteps3-5usingtheUserAccessAdministratorGuide.
RequestapplicationaccessConformwithinformationsecuritystandardsInstallandrenewdigitalcertificatesWhenanewrequestissuccessfullysubmittedthroughRIMStocreateaGenerationprojectcode,theUAAwillneedtoprovisionuserswhowillneedtoaccessthespecificprojectcode.
3-PartyApp&StudyProjectTransitiontoNRIModuleSome3-partyqueueprojectsmaybeeligibleforNRIprojectcreationoncethefollowingcriteriaismetwithintheApp&Study(AS)RIMSproject:QueueDateisAssignedGIAexecutionstatusissetto"Executed"DoesnotalreadyexistintheRIMSNRIModuleWhentheseconditionsaremetaprojectwillautomaticallybecreatedintheNRImodulewiththeexistingprojectcodefromtheASmoduleiftheTrialOperationsdateisequaltoorlessthan124days.
WhentheseconditionsaremetandtheTrialOperationsdateisgreaterthan124daystheinterconnectioncustomermayreachouttoNRI@caiso.
comtohavethisprojectcreatedintheNRImodule.
OncetheprojecthastransitionedtotheNRImoduleyouwillreceiveanemailwithfurtherinstructions.
Pleasenote,oncetheprojecthastransitionedovertotheNRIprocesstherearestillrequireddeliverablesfortheApp&StudyprojectthosemustbemetinparallelthroughtheRIMSApp&Studyprocess.
TheinterconnectioncustomermustupdatethefollowingsectionsinthetransitionedNRIprojectwithintheRIMSGenerationModule.
TheUAAlistedfortheprojectwillneedtoprovisionaccesstouserstoupdatetherequiredinformation.
GeneralInformationSCInformationContactInfoResourceAddress&PhoneNumberRegulatoryContractsContactsConfirmtheimplementationdateisnoearlierthan203daysfromthebucket1duedateandupdateifnecessaryIfanysubsequentprojectcodesneedtobecreatedforadditionalresourcesID'sfortherelatedqueuenumberthiswillbedonethroughtheRIMSregistrationprocess.
FileNamingConventionandVersionControlStandardsInterconnectionCustomersshouldincludetheirInternalISOProjectcodeandProjectNameinthesubjectlineofallemailssenttoNRI@caiso.
com.
AllfilessubmittedtoNRIshouldbeclearlylabeled.
PleaseusetheNewResourceImplementationChecklist'sdeliverablesnamesinColumnA"DocumentTitle"ofthespreadsheetalongwithyourISOprojectcodeandversionnumberinthefilename.
Anyfilesubmittedwithspecialcharactersinthefilenamewillberejected.
Thesecharactersinclude:TheInterconnectionCustomerhastheresponsibilitytosubmitdocumentsusingthecorrectfilenamingconventionstandards.
BelowisanexampleofhowafileshallbesubmittedtoNRIthroughtheRIMSUI.
RIMSwillallowfileuploadsupto16MB.
FilenameguidelineforsubmittalattachmentsISOProjectCode:20GEN1234DocumentTitle:SLD(ColumnAinNRIChecklistSpreadsheet)VersionNumber:VerX(X=Number)Example:20GEN1234SLDVer1ExamplesofBadDocumentTitles20GEN1234_SLD_Ver120GEN1234SLD3LDVer1ForNon-RIMSUIprojecttypes:EmailSubjectLineEmailsubjectlinesmustincludetheProjectcodeandmustbeisolatedfromanyothertextorcharacters.
Exampleofgoodemailsubjectlines:20SCME1234SQMD20SCME1234SLDExamplesofbademailsubjectlines:20SCME1234:SQMD20SCME1234_SLDNewResourceImplementationChecklistTheNewResourceImplementationChecklistoutlinesalldeliverablesbyBucketsandtheircorrespondingapprovaldates.
QuickReferenceEmailSubjectLinesforNon-RIMSUIProjectTypesQuickReferenceEmailSubjectLinestobesenttoNRI@caiso.
comRequestforDERPCompletionfor[ProjectName]20DERP1234DERPCompletionRequest20SCME1234PretestingNotificationPretestNotificationseeSection7.
hQuickReferenceFileNameConventionQuickReferenceFileNameConventionsBucket1InterconnectionAgreement20GEN1234IAVer1.
pdfMeteringSchemeOverview20GEN1234MeteringOverviewVer1CommunicationBlockDiagram20GEN1234CommBlockVer1.
pdfThreeLineDrawing20GEN12343LDVer1.
pdfSingleLineDrawing20GEN1234SLDVer1.
pdfPEStampAttestationLetter20GEN1234AttestationVer1RemoteIntelligentGatewayDetailsForm20GEN1234RIGDetailsVer1.
docxTopographicalMap20GEN1234TopoMapVer1.
xlsxSiteInformationForm20GEN1234SiteInfoVer1.
xlsxGeneratorDynamicModelFile20GEN1234DYNGENVer1.
dydGeneratorPositiveSequenceLoadFlowData20GEN1234PSLFVer1.
epcNetworkApplicationInformation20GEN1234NetAppInfoVer1Bucket2MeterConfigurationWorksheet20GEN1234MeterConfig1234567Ver1.
docxSQMDMeterConfigurationWorksheet20GEN1234SQMDMeterConfig0000000Ver1.
docxBucket3FinalGeneratorResourceDataTemplate20GEN1234FinalGRDTVer1.
xlsxFinalGeneratorResourceDataTemplateExplanation20GEN1234FinalGRDTExplanationVer1.
xlsxFinalGeneratorResourceDataTemplateSupportingDoc20GEN1234FinalGRDTSupportingDocVer1.
xlsxParticipatingIntermittentResourceLetterofIntent20GEN1234PIRPLOIVer1.
docxCaEnergyCommission(CEC)–Pre-certification20GEN1234CECPreCertVer1.
pdfControlandProtectionDocumentation20GEN1234ControlProtectionVer1.
pdfControlandProtectionInverterReport(SolarPVonly)20GEN1234ControlProtectionInverterReportVer1.
pdfControlProtectionInverter20GEN1234ControlProtectionInverterVer1.
xlsm(AC)SelectionLetter20GEN1234SCAcceptanceVer1.
pdf(SC)SelectionLetter20GEN1234SCSelectionVer1.
pdf(SC)RelinquishLetter20GEN1234SCSelectionRelinquishVer1.
pdf24/7ContactInformationform20GEN123424HourContactVer1.
xlsxCPSSubscribersAgreementfor(Real-timedevice)20GEN1234CPSAgreementVer1EnergyControlNetworkConnectivity(ECN)20GEN1234ECNAgreementVer1.
pdfMeterExemptionRequest20GEN1234MeterExemption1234567Ver1DistributionCorrectionFactorSupportingDocumentation20GEN1234DCFVer1Bucket4InterconnectionApprovalLetterfrom(PTO)20GEN1234PTOSyncApprovalVer1.
pdfBucket5MeterandSiteVerificationSheet20GEN1234MSVS1234567Ver1MeterCalculationtoPointOfReceiptDocument20GEN1234PORCalc1234567Ver1FinalControl&ProtectionReport20GEN1234FinalControlProtectionReportVer1.
pdfBucket6PTOFinalCODApprovalLetter20GEN1234PTOCODApprovalVer1CODDeclarationLetter20GEN1234CODDeclarationVer1.
pdfCOMDeclarationLetter20GEN1234COMDeclarationVer1.
pdfCOMImplementationPlan20GEN1234COMPlanVer1NewResourceImplementationEmailInbox***AlldocumentswillnowbesubmittedthroughtheRIMSUserInterface(UI)***ForDERP/EIMSCMEProjects:InterconnectionCustomerswillsubmitthedocumentationtoNRI@caiso.
com.
ICmustincludeInternalISOProjectNumberintheemailsubjectline.
FailuretodosowillresultinNRIrejectingtheemaildocumentsubmission.
Pleasedonotsubmitdocumentsformorethanoneprojectinasingleemail.
AlldocumentsattachedtoanemailmustcomplywithNRIfilenamingconventionsasdescribedabove.
ISOBucketDatesThebucketdatesarenotcutoffdates,butthefinaldatesbywhichdeliverablesmustbeacceptedbytheISO.
Thismeansthatsubmissionsmustbegivenasufficientamountoftime(nolessthan10-15businessdays)tobereviewedandaccepted.
ThegeneratorownershouldalsogiveadequatetimetoresubmitcorrecteddeliverablessothattheISOisabletoreviewandcommentontheresubmission.
BucketitemssubmittedafterbeingpreviouslyacceptedrequireNRItobenotifiedviaemailatNRI@caiso.
com.
Thetendayreviewperiodappliestodocumentssubmittedafteroriginalapproval.
Bucket1andBucket2datesarenowderivedfromtheCustomerModelDocumentSubmissionDeadlinedatepostedontheFullNetworkModel(FNM)schedule.
InordertobeassignedtoaFullNetworkModel,customersmusthavetherequiredBucket1itemsacceptedbytheFNMDocumentSubmissionDeadlinedate.
Bucket3-5dateswillcontinuetobederivedfromtheprojectsestimatedsync/QFdate.
Itisimperativetodeclarearealisticsyncdate.
Ifthesyncdateismovedoutinthecalendaryear,moretimeisgiventosubmityourdeliverables.
Forexample,iftheestimatedsyncdateispushedoutbyoneday,theBucket3-5approvaldateswillbepushedoutbyoneday.
Timelineexample:Ifyouhaveaprojectthatwouldliketoenergizeon8/1/20,thenyouwouldneedtoplantohaveyourprojectbeincludedinthe20M7modelbuildwhichhasasubmissiondeadlineof4/17/20,insteadofthe5/9/20RIMSBucketduedatethatwouldbereflectedinRIMS.
SinceRIMSisstillonthe84daytimelineinthisinstancethebucketdateprovidedmaynotalignwiththecurrentschedule,weneedtheparticipantstolookatthisscheduleandplanyourprojectsaroundthisuntiltheRIMSsystemisenhanced.
PleasenotethatifaninterconnectioncustomerdoesnotenterintotheNRIprocessfarenoughinadvancefromtheplannedsyncdate,theISOcannotensurethattheinterconnectioncustomer'sresourceIDwillbeinthemarketsystemsonthesync/QFconversiondaterequested.
ThisisimportantforgeneratorswithReal-timedeviceinstallations.
PleasebesuretopaycloseattentiontotheFNMSubmissiondeadlinedatesinconjunctiontoyoursync/QFconversiondatewhendeterminingwhentostartyourNRIproject.
TheISOwebsitehaspostedthedatesofwhenanewproductionmodelswillbereleasedintheFullNetworkModel(FNM)schedules.
ThedefinitionofsynchronizationiscommonlymisunderstoodtobebackfeedingtoatransformerandthisisnotthesameastheISOtermofproductionofenergytothegrid.
Whenthegeneratorestimatesaproductionofenergythisisthesynchronizationdate.
NOTE:AlldatesindicatedinNRIGuideandChecklistshouldbeconsideredascalendardaysunlessotherwisenoted.
CaliforniaISOobservesthefollowingnine(9)designatedholidays:NewYear'sDayMartinLutherKing'sBirthdayPresident'sDayMemorialDayIndependenceDayLaborDayThanksgivingDayafterThanksgivingChristmasDayQualifyingFacility(QF)ConversionPath3PartyQFConversionsQueuePositionNumber3partyQFConversionswillneedtofillouttheIRformandsubmittotheemailaddressbelowtoobtainanApp&StudyProjectIDandQueuePositionNumber.
ThisQueuePositionnumberwillneedtobeplacedintheprojectdetailsform(section3G)whencreatingtheprojectinRIMS.
TheIRformislocatedatthislink:http://www.
caiso.
com/Documents/InterconnectionRequestForm.
docx(NoneedtofilloutAppendix1referencedatthebottomofthisform)SendFormtoRegulatoryContracts@caiso.
comforprocessing.
TheApp&StudyProjectIDandQueuePositionNumberwillbeassignedandviewableintheAPP&STUDYmodule.
QualifyingFacility(QF)ConversionCompletionQualifyingFacility(QF)conversionprojectswillnothaveaninitialsynchronizationorCOD.
UponcompletionofallISOrequirements,NewResourceImplementationwillnotifyallpartieslistedaspointsofcontactviaemailthattheprojecthascompletedtheQFconversion.
MajormilestonesforachievingQFcompletioninclude:RequestingQFConversion(nosoonerthan10calendardaysfromthedatetherequestissubmittedtotheISO)ValidationoftheISOmeterandthecorrespondingissuanceofaCertificateofComplianceApplicableexecutedagreements,andfunctionaltelemetry(ifapplicable)SubmitanyDistributionCorrectionFactor(DCF)SupportingDocumentationPleaserefertotheNRIchecklistprojectcolumnsExistingQForQFWind.
IfthereisnotanISOResourceIDalreadymodeledthentheQFConversionmustfollowthecompleteNRIprocess.
TimingofSchedulingCoordinator(SC)changesandMeterCertificationExistingresourceschangingSchedulingCoordinatorsduringthetransitiontobecomeISOMeteredEntities(ISOMEs)mustbecautiousinthetimingoftheSchedulingCoordinatoreffectivedate.
TheeffectivedateisagreeduponbetweentheSCandtheresourceownerintheSCSelectionandAcceptanceinBucket3.
ResourcesshouldnotchangeSCsbeforereceivingtheISOCertificateofCompliance(nottobemistakenwiththeISOmetercertificationform),whichisaprerequisiteformetervalidationandtheissuanceoftheCertificateofCompliance.
ChangingaSchedulingCoordinatorbeforetheISOCertificateofComplianceisissuedmayresultinalossofrevenueduetoagapbetweentheSchedulingCoordinatorsubmittedmeterdataandthenewISOpolledmeterdata.
IfchangingSC'spriortoprojectcompletionpleasesubmitthefollowingletterstoSCRequests@caiso.
com:SCAcceptanceLetter(fromthenewSC)SCSelectionLetter(fromtheInterconnectionCustomer)SCRelinquishLetter(fromthecurrentSC)TheeffectivedateisagreeduponbetweentheSCandtheresourceownerintheSCSelectionandAcceptancelettersinBucket3.
TheeffectivedateoftheSCchangeshouldbeeitherthedayoftheISOCertificateofComplianceorafter.
RegulatoryMust-TakeOwnersofCombinedHeatandPower(CHP)resourceswhowishtoreceiveRMTGschedulingpriorityinthemarketsmustfirstregistertheRMTMaxvaluesmaximumcapacityeligibleforRMTGschedulingafterqualifyingpertariffrequirements.
EffectiveDecember11,2012,CHPResourcesbecameabletoqualifyapercentageoftheircapacityforRMTGschedulingpriorityuptoPMaxtosupporttheresources'hostindustrialloadrequirements.
Youcanfindadditionalinformationontheprocedureatthislink.
SubmittingFinalMeterDocumentsThefinalmeteringpackage(metersiteverificationsheet,andothersifapplicable)mustbeacceptedbeforetheresourceownercanrequestaQFconversiondatewiththeISO.
Toensuresuccessfulacceptanceofmeterdocument,reviewandabidebytheBPMforMetering,notlimitedtoAttachmentC.
RequestforQFconversiontotheISOOncealltheBuckets1through5itemsareaccepted,theresourceownershallrequestaQFconversionthroughtheRIMSUserInterfacebyselectingthegreenQFConversionbutton.
ThisbuttonwillturngreenoncealltheBucket1-5Itemsareaccepted.
TherequestedQFconversiondateshallbenosoonerthan10calendardaysfromthedatetherequestissubmittedtotheISOthroughRIMS.
TherequestedQFconversiondatewillrepresentthetransitionfromSchedulingCoordinatorsubmittedmeterdatatoISOsubmittedmeterentitydata.
ThisrequestwilltriggertheISOEDASteamtocontacttheassociatedSchedulingCoordinator.
TheactualQFconversiondateshallbecoordinatedwiththeSchedulingCoordinatorinvolvedandtheISOEDASteam.
TosubmitarequestforQFConversion:Selectthe"QFComplete"RequestinRIMSUserInterfaceQFConversionProjectSplitIfaQFconversionthatiskeepinganexistingMarketResourceIDwithaPPAthatisexpiringcancreatetwoprojectsInthisscenario,thetwoprojectswillneedtobecreatedinRIMStohavethemeteringportionoftheworkcompletedpriortotherealtimedevicecompletionfortheQFconversion.
PleasecontactNRIforfurtherinstructions.
Bucket1-FullNetworkModelandForecastPreparationThefollowingdeliverablesarerequiredtocreateanISOmarketResourceIDandtobemodeledintheFullNetworkModel(FNM).
Real-TimeDeviceandMeteringSubmittalsMeteringsubmissionsarecriticalitemsthatarerequiredinBucket1toassignMeterDeviceID(s)andapprovetheinstallationoftheISOmeter(s).
DocumentrequirementsformeteringcanbefoundintheMeteringBusinessPracticeManual(BPM)section3.
2.
3.
4.
SingleLineDrawingsASinglelinedrawingsarerequiredtobe"IssuedforConstruction"(IFC)withavalidProfessionalEngineer(PE)stamp.
Existingsites,suchasaQualifyingFacility,needtosubmitAs-Builtdrawingswithaprofessionalengineerstampifredrawnfromanoriginalas-builtdrawing.
ThesedrawingswillbeusedtomodeltheresourceintheISOmarketandfortheRIGdatabasewhichissubmittedtoISOEnergyManagementSystem(EMS).
ApropersinglelineisusedforbothMeteringandreal-timedevicesubmittal.
.
DocumentTitle:SLDFilenamingexample:20GEN1234SLDVer1Commonsinglelinesubmissionproblemsinclude:Submittingunnecessarydrawingsthatdon'tapplytotherequirements.
Forexample,foundationcrosssections,paneldrawings,andlightingintheparkinglot.
Thedrawingpackagewiththeseinthesubmissionwillbesentback.
ISOspecificmeteringlocationwhichdoesnotdepictthelocationofthemeteronthegenerationbusorline.
Notitleblockwithrevisionhistory.
Missinglabelsonbreakersandtransformers.
ThelabelswillbetheactualnameintheISOEMS.
Notclearlystatingconnectionpointtothegrid.
Textonthedrawingshouldshowthenearestsubstationwithbaylocationatswitchyard/switchstation,orlinetappointwithpolenumberineachdirection.
Thiscanalsobesubmittedasasupplementaldocument.
Non-IssuedforConstructiondrawings.
TheISOonlyreviewsP.
E.
stampedconstructiondrawings.
Auxiliaryloadandloadratingisnotclearlydefined.
Capacitorbankleftoffofthedrawings.
Thebreakerlabels,capacitorbanks,andratingsneedtobeonthedrawings.
PleasesubmittheSingleLineDrawingand3LineDrawingintoNRItogetherusingtheRIMSUI.
Thishelpstheapprovalprocessforeachdocumenttomakesurethedatamatches.
SingleLineDrawingRequirementsPEStampAttestationLetterIfaSchedulingCoordinatorMeteredEntitydoesnothaveaLocalRegulatoryAuthority,oriftheirLocalRegulatoryAuthoritydoesnothaveanyMeteringstandardsset,thenSchedulingCoordinatorMeteredEntitiesarerequiredtomeetCaliforniaISOMeteringstandards.
CAISOrequiresSingleLinedrawingsthatareeither"Issuedforconstruction"or"As-Built".
Allthe"IssuedforConstruction"drawingsarerequiredtobestampedbyaProfessionalEngineer(PE).
IntheabsenceoftheProfessionalEngineerstamp,CAISOacceptsanattestationletter.
StampAttestationlettermustbefromtheElectricalEngineeranditshouldstatethattheSingleLineDrawingistheexactphysicalandelectricalrepresentationoftheresource.
DocumentTitle:AttestationFilenamingexample:20GEN1234AttestationVer1InterconnectionAgreementAcurrentexecutedTwo-PartyGeneratorInterconnectionAgreement(SGIA,LGIA,WDAT,Rule21etc.
)mustbesubmittedtoNRI.
TheLegalEntitylistedontheTwo-PartyGeneratorInterconnectionAgreementmustmatchexactlytheLegalEntityrequestingamarketparticipationagreement.
Note:IftheresourceisengagedinaThree-PartyAgreementwithISO,thisrequirementdoesnotapply.
DocumentTitle:IAFilenamingexample:20GEN1234IAVer1CommonInterconnectionAgreementsubmissionproblemsinclude:IftheLegalEntitylistedontheTwo-PartyGeneratorInterconnectionAgreementdoesnotmatchexactlytheLegalEntityrequestingamarketparticipationagreement,theInterconnectionCustomerwillneedtosubmittheTwo-Partyagreement.
AnupdatedamendmentwhichspecifieschangeinLegalEntity,orlegaldocumentationverifyingtheconnectionbetweenthetwolegalentities,i.
e.
,membershipagreement,ownershipagreement,etc.
,willberequired.
ThiscanbesentinassupportingdocumentationtotheIA.
Filenamingexample:20GEN1234IASupportingdocVer1MissingDates,signatures,currentappendices,missingnetcapacityorpointofinterconnectionand/orexpirationdateofagreement.
NetworkApplicationInformationTheNetworkApplicationinformationisrequiredtoassignprojectsaresourceidentifier.
Thetypeofinformationneededincludesgeneratingunitdata,transformerdata,generatingunitinterconnectionfacilitydata,breakerdata,auxload,andreactivesupportivedevices.
PleaselocatetheNetAppInfoTemplateonourwebsite(underBucket1)andsubmittoNRIthroughRIMSUI.
Inadditiontotheinformationtobeprovidedabove,pleaseincludethefollowinginformation:IdentifythespecificbayorbanktheprojectwillconnecttoattheISOcontrolledsubstation.
IfconnectingtoanewPTOsubstation,thesubstationnameneedstobespecified.
DocumentTitle:NetAppInfoFilenamingexample:20GEN1234NetAppInfoVer1ThreeLineDrawingsThreelinediagramsarerequiredtobe"IssuedforConstruction"(IFC)withavalidProfessionalEngineer(PE)stamp.
Existingsites,suchasaQualifyingFacility,needtosendAs-Builtdrawingswithaprofessionalengineerstampifredrawnfromanoriginalas-builtdrawing.
ThedrawingsarereviewedforproperCT/PTratios,polarityorientation,otherdeviceswhichsharethecircuit,andforoverallappropriatenesstometerthesite.
DocumentTitle:3LDFilenamingexample:20GEN12343LDVer1Commonthreelinesubmissionproblemsinclude:NopolaritymarkingsfortheCTsonthethree-linedrawing.
Showpolaritymarksoneachphase.
Polaritymustpointouttothegridconnection,nottowardthegenerator.
Existinggeneratorsneedtohaveaccuratedrawingofthepolarity,addthemifneededtotheas-builtdrawing.
SubmissionofexcessdocumentationthatisnotlistedintheNRIchecklistasrequiredwillbedeleted.
Current,voltage,andpowertransformerratiosaremissing.
Providethemdirectlyonthedrawing.
Forexistinggenerators,addtheratiosdirectlyonthedrawing.
Documentationthatdoesnotsupportrequiredtechnicaldataonthedrawings.
DocumentationshouldbetheCT/PTnameplatedata,factorytestingorthefactoryorderthatcansupportthedrawings.
NotdepictingtheISOprimaryandbackup(ifapplicable)meteringlocationonthegeneratorbusorline.
Titleblockwithincorrectrevisionhistory.
Itiscommonforthisnotbeupdated,whichresultsinconfusionforreviewers.
PleasesubmittheSingleLineDrawingand3LineDrawingintoNRItogetherthroughRIMSUI.
Thishelpstheapprovalprocessforeachdocumenttomakesurethedatamatches.
ThreeLineDrawingRequirementsCommunicationBlockDiagramCommunicationblockdiagramisrequiredfortheEDASgroup.
Thisdocumentmustbespecificandincludeallcommunicationprotocolsused,typesofcablingorfiberopticcabling,etc.
ThedocumentshoulddepictdeviceshavingbackuppowerandshowthattheymeetthepowerrequirementsoftheBPMforDirectTelemetrysection9.
3.
DocumentTitle:CommBlockFilenamingexample:20GEN1234CommBlockVer1Commoncommunicationblockdiagramsubmissionproblemsinclude:TheISOonlyneedstoseetheallthephysicaldevices.
Logicalnetworkconnectionwillonlyconfusetheintentofthedocument.
Linesthatconnectallthedevicestogetherneedtohavecablingmediumandprotocolsusedoverthoseconnections.
Norevisioncontrolinthedrawinglegend.
Changingtheblockdiagramdrawinglayoutaftermultiplecommentsaremadeontheinitialdrawingsubmission.
Notappropriatelynamingallcommunicationdevicesthatmakeupthenetwork.
SiteInformationFormSiteInformationFormmustbecompletelyfilledoutbeforesubmittedtoNRI.
Forplantlocation,theEligibleIntermittentResourcemustuselatitudeandLongitudeexpressedindegrees/decimalsusingWGS84geodeticdatumonly.
Whenfillingoutlocationofmeteorologicalstationsensuretoprovidethemeteorologicalstationequipmentinformationinthesiteinformationsheetincludingdetailonthesensors,makeandmodel,thatareusedtogatherthemeteorologicalmeasurements.
Supplementalinformationmayberequirediftheinformationprovidedontheinformationsheetisinsufficienttogenerateaforecast.
Ifthesolarresourcewillbesharingmeteorologicaldatawithanotherresource,thencontractsbetweenthehostplantandthesharedplantwillberequired.
NOTE:OncetheresourceIDisassigned,itcanviewedintheRIMSUIorfoundintheFNMprogressreportsentbyNRI.
DocumentTitle:SiteInfoFilenamingexample:20GEN1234SiteInfoVer1FilenamingexampleforMetSharingContract:20GEN1234SiteInfoContractVer1Commonsitefootprintsubmissionproblemsinclude:Incomplete/missinginformation.
IncorrectGPScoordinatetypes.
TopographicalMapThetopographicalmapissubmittedforrenewableresourcesonly.
Thisisatopographicalplotplanmapthatdepictsalltheboundariesofthesiteandthetopologyofthelandforforecastingpurposes.
Themapmustidentifyallmeteorologicalstationsandturbine/panellocationbylatitudeandlongitudeandshouldbeindegrees/decimalsusingWGS84geodeticdatumonly.
SeetheTariffAppendixQformoreinformationaboutthisrequirement.
Forwindresourcesthepurposeofthisdocumentisforourengineerstoutilizethelocationsofturbinesandthetopologyofthelandtodeterminethedesignatedturbinesthatwillbeusedforforecastingpurposes.
Awindresourcewillneedtoillustratethelocationandheightforeachwindturbinewithinawindpark.
DocumentTitle:TopoMapFilenamingexample:20GEN1234TopoMapVer1Commontopographicalmapsubmissionproblemsinclude:Notsubmittingatopographicalmapthatshowselevationslines.
Meteorological(MET)stationtowersarenotidentifiedonthedrawing.
METstationsarenotnumbered.
ThenumberisusedintheISOEMSdatabase.
MissingGPScoordinatesonthetopographicalmapormissingasubmitteddocumentthatstatesthecoordinates.
RemoteIntelligentGatewayDetailsFormRemoteIntelligentGatewayDetailsformisrequiredtobefilledoutsotheprojectcanenterintotheISOEMSprocessofbuildingthesite'sdatabase.
TheRIGDetailsformhastheIPaddressthatisrequiredforaprojecttobesubmittedintotheEnergyManagementSystem(EMS)buildschedule.
ThereisthreecommunicationpathstotheISOreal-timesystemforresourcesthatrequiretoinstallareal-timedataRTU/Real-timedevice.
Establishingacommunicationpathwiththefollowing:AT&TandtheEnergyCommunicationNetwork(ECN)service.
ThisoptionwillrequireaReal-timedeviceorconfiguration.
TheresourceownerwillneedtorenewandphysicallyinstalltheISOencryptioncertificateeverythreeyears.
OrdersareplacedwithSoniaFernandezat(916)972-3734,SF6525@att.
com.
InternetServiceProvider(ISP)withanyproviderthatcanallocatestaticInternetProtocol(IP)addressrange.
ThisoptionwillrequireaReal-timedeviceorconfiguration.
TheresourceownerwillneedtorenewandphysicallyinstalltheISOencryptioncertificateeverythreeyears.
DocumentTitle:RIGDetailsFilenamingexample:20GEN1234RIGDetailsVer1RIGDetailformcommonsubmissionproblemsinclude:Submittinginwrongfileformatting(shouldbe.
docxnot.
pdf)SendinganemailwiththeTCPaddressesinthebodyoftheemail.
CallingtheISOandgivingsomeoneamessageoftheTCPaddresses.
TheISOdoesn'twantfirewall/routertranslatedIPaddressing.
GeneratorDynamicModelFileThisfileisrequiredforallnewgeneratorsthatentertheISOmarkets.
Itisusedtomodelthegeneratordynamicattributesandhowtheyaffecttheconnectionatthegrid.
DocumentTitle:DYNGENFilenamingexample:20GEN1234DYNGENVer1GeneratorPositiveSequenceLoadFlowDataInterconnectionCustomermustsubmitPSLFdatatotheISOformodelingofaparticularproject.
EPCmaybeprovidedinplaceofaPSLF.
Additionally,theISOdoesnotacceptPSSEfilesinplaceofaPSLF.
DocumentTitle:PSLForEPCLFilenamingexample:20GEN1234PSLFVer1Non-BucketItemRIGInitialSpreadsheetThisspreadsheetisprovidedbyISOEnergyDataAcquisitionSpecialist(EDAS)group.
ThepointslistprovidedarerequiredinordertoparticipateintheISOmarket.
ThepointslistwillbebuiltintotheISOmarketsystemsasshowninthespreadsheet,ifthereisanyerrorsinscaling,namingorthelistofpointingeneralthentheinterconnectioncustomermustemailanyerrortoEDAS@caiso.
comCommonsubmissionproblemsinclude:ChangingorrenamingISOpointnamesandtheirattributes.
ThereisanareatotherightoftheISOpointstoputotherintegrationinformation.
OnceEDASgroupsendstheinitialspreadsheetnoresponseneededfromtheinterconnectioncustomer.
Bucket2-RegulatoryContractsandModelTestingBucket2isthetimetogettheregulatorycontractsstarted,submitthenecessaryinformationforISOforecasting(EligibleIntermittentResourcesonly).
RegulatoryContractsTheMeteragreementsandParticipatingGeneratoragreementsareauto-populatedfromtheinformationsubmittedtoNRIthroughtheprojectdetailsformandreviewedbyRegulatoryContractspriortotheexecutionprocess.
Itistheresponsibilityofthecustomertoincludethecorrectcontactinformation,peoplewhoareauthorizedagentsfortheentityholdingtheagreement,intheNRIProjectDetailsFormatprojectcreation.
Ifanychangesorupdatesneedtobemade,theprojectdetailswillneedtobeupdatedthroughtheRIMSUI.
Incorrectinformationwilldelaytheprocess.
Allotheragreementtypes,notyetauto-populatedthroughRegulatoryContractsISOwebpage,arelocatedunderProformaagreementsandassociateddocumentation.
HelpfulTips:FullLegalNameofCompany/EntityandLegalAddressofCompany/EntitymustmatchwhatiscurrentlylistedontheSecretaryofStateBusinessLicense(informationwillbecheckedandverifiedinStateBusinessLicenseDatabase).
Forthemeteragreements,meteraccessforthirdparties,whichisanyoneotherthantheagreementholderi.
e.
;ABCSolar,LLCorSchedulingCoordinator(SC),mustbeincludedintheinformationrequestsheetthatissubmittedtoRegulatorycontracts.
PleasecheckwithyourSCtoseeiftheyuseanythirdpartycompaniesandalsochecktoseeifanyparentcompanylegalnameneedstobelisted.
Iftheprojectisgoingtobesold,pleaseinformRegulatoryContracts@caiso.
com.
Thisisimportant,evenifthelegalentitynamedoesnotchange.
RegulatoryContractswillneeddocumentationtosupportthechangeofownershipinorderforthenewownerstohaveproperaccessandauthorizationtoprojectdetails.
LinkforAssignment/Changeofownership:CAISOAssignmentInstructionsPleaseemailRegulatoryContracts@caiso.
comifyouneedassistance.
MeterConfigurationWorksheetThepurposeoftheISOMeterConfigurationWorksheetistoallowtheEnergyDataAcquisitionSystem(EDAS)grouptoset-upthemeterconfigurationinMV90andcommunicatewiththemeter.
PleasenotethattheSiteOwnerisresponsiblefortheaccuracyoftheinformationonthisform.
DocumentTitle:MeterConfig[MeterDeviceID]Filenamingexample:20GEN1234MeterConfig1234567Ver1SQMDPlans:ThepurposeoftheSQMDplantemplateistoallowtheEDASgrouptoverifythephysicalmeteringstandardsandresourcealgorithms.
PleasenotethattheSiteOwnerisresponsiblefortheaccuracyoftheinformationonthisform.
DocumentTitle:SQMDMeterConfigFilenamingexample:20GEN1234SQMD0000000MeterConfigVer1ReviewProcedure5750forprocessdetailsregardingSQMD-SettlementQualityMeterData(SQMD)Plan–Submission&ApprovalProcess.
WhensubmittingtheSQMDplanthroughRIMSincludethesevenzerosshownaboveinthefilenamingexampleinthefilenamingconvention.
**Whentheresourcehasmorethanonemeter,pleaseusethe"SQMDplantemplateAdditionaldevicesform".
BothSQMDPlanTemplateandSQMDplanTemplateadditionaldevicesformcanbecombinedintoasinglePDFfileandsubmittedtoNRIorcanbesubmittedseparately.
AdditionalMeteringDevicesFormIfthedocumentsaresubmittedseparated,pleaseusethebelowfilenameconventionforSQMDplanTemplateadditionaldevicesform.
Filenamingexample:20SCMEXXXXSQMDMeterConfigAdditionalMeteringDevicesFormVerXBucket3–MarketPreparationTheseitemsarethemostcriticaltoreachthedesiredmarketdatewiththeISO.
TheBucket3deliverablesneedcarefulconsiderationandplanning.
Allthebucket3itemsarerequiredandshallbeaccepted30daysinadvanceofinitialsyncoftheresource.
FinalGeneratorResourceDataTemplate&SupportingExplanationThefinalGeneratorResourceDataTemplate(GRDT)istypicallyreviewedbytheSchedulingCoordinator.
ThefinalGRDTisneededforpopulatingtheISOMasterFile.
NOTE:TheMax_GenmustbeequaltoorlessthanthenetoutputtothegridlistedonthePGASchedule1.
DocumentTitle:FinalGRDTFilenamingexample:20GEN1234FinalGRDTVer1ThefinalGRDTshouldbeaccompaniedwithasupportingexplanationthatincludedetailsabouthowtheresource'sdesigncapabilitieswerecalculated.
TheCAISOmayrequestadditionalsupportingmaterials,suchastestresults,manufacturerrecommendations,historicaldata,resourceoperatingprocedures,engineeringstudies,etc.
,withcitationstospecificpagenumbersorsectionnumberstoallowtheISOtovalidatethatthevaluesreflectthedesigncapabilitiesoftheresource.
Section4.
6.
4ofthetariffrequiresresourceinformationsubmittedtomasterfileto"beanaccuratereflectionofthedesigncapabilitiesoftheresourceanditsconstituentequipmentwhenoperatingatmaximumsustainableperformanceoverMinimumRunTime,recognizingthatresourceperformancemaydegradeovertime.
"Thedesigncapabilityreferstohowtheresourceanditsequipmentwasdesignedtooperateundernormalconditions,subjecttowhateverperformancedegradationtheresourcehasexperiencedoveritslifespan.
DocumentTitle:GRDTExplanationFilenamingexample:20GEN1234FinalGRDTExplanationVer1DocumentTitle:GRDTSupportingDocsFilenamingexample:20GEN1234FinalGRDTSupportingDocVer1ParticipatingIntermittentResourceLetterofIntentFormoreinformationaboutthePIRLetterofIntentpleaseseesectionA.
13oftheBPMforMarketOperationsappendices.
DocumentTitle:PIRPLOIExample:20GEN1234PIRPLOIVer1CaliforniaEnergyCommission(CEC)–Pre-certificationParticipationinPIRrequiresCECPre-CertificationforRenewablePortfolio.
PIRCertificationwillrequireaminimumevaluationperiodconsistingof60dayswithgoodqualitydataaftertheprojecthasachievedCommercialOperationDate(COD)orCommercialOperationsforMarket(COM)andhavebeensetupinISOsystemsasanEligibleIntermittentResource(EIR).
ProjectsthathaveaPhasedimplementationscheduleintheirGeneratorInterconnectionAgreementmustbepre-approvedbytheISOtobeginthePIRevaluationpriorto100percentoftheresourcebeingcommercial.
ArequestforPIRCertificationmustbesubmittedbythegeneratorownerandacceptedbytheISOduringtheplanningstage(priortoprojectdesignorcontractexecution)inorderforthePIRCertificationevaluationtooccurpriorto100%ofprojectcapacityachievingCOD.
TheISOwillreviewandapprovesuchrequestsonacase-by-casebasisandwillrequirethephasingproposal1)toalignwiththeinterconnectionsstudiesandanalysisconductedand2)tobereflectedinapplicableinterconnectiondocuments.
FortheCECPre-CertificationpleasevisitCaliforniaRenewableEnergyOverviewandProgramsDocumentTitle:CECPreCertFilenamingexample:20GEN1234CECPreCertVer1ControlandProtectionDocumentationThisdocumentationisonlyrequiredforInterconnectionCustomersconnectingdirectlytotheISOcontrolledgrid,ifthenetexporttotheISOcontrolledgridis10MWorgreater,orwhenageneratorhasgonethroughtheISOApplicationandStudyqueueprocess.
ControlProtectionAsaminimum,thefollowingdocumentationmustbesubmitted:(1)aone-linediagramshowingrelaying,metering,CTs,andPTs;(2)athreelinediagram,(3)circuitbreakertripandclosecontrolcircuits(typicallyDC)forallcircuitbreakers,(4)abillofmaterialforallprotectiverelays,(5)acompletelistofrelaysettingsforallprotectiverelays,includingselectedCTandPTratios,tripequations,andfrequencysetpointsifused.
AftertherelaysettingshavebeenreviewedandacceptedbytheISO,theGeneratormayhavetheprotectiverelaysprogrammedandtested.
TheICmustsubmitcopiesoftherelaycertifiedTestReports.
Note:theISOrecommendsthattherelaysettingsbesubmittedandreviewedbytheISOpriortohavingtherelaysprogrammedandtested.
TheGeneratorshouldnotethattheISOdoesnothaveaccesstoproprietarysoftwaresuchasSELAccelerator,etc.
Thebestwaytosubmitrelaysettingsistoprovidetheinformationonthesamplesettingsheetsthatareincludedwiththerelayoperatingmanual.
ThesecanthenbesubmittedinaPDFformat.
TheRelayIDfieldmustmatchtherelaynameusedonthesinglelinediagram.
Also,itisgenerallybesttosubmitonerelaysettingperPDFfile.
Note:Ifafilesizeistoolargetosubmitinonefileyoumaybreakupsubmissionintomultiplefiles.
Forexample:20GEN1234ControlProtection1of3Ver1,20GEN1234ControlProtection2of3Ver1,20GEN1234ControlProtection3of3Ver1.
DocumentTitle:ControlProtectionFilenamingexample:20GEN1234ControlProtectionVer1ControlProtectionInverterInverterbasedgeneration:Inadditiontotheaboverequirements,allGeneratorsusinginverters(e.
g.
solarPV,windturbines,etc.
)mustsubmitdocumentationthattheinvertershavebeenprogrammedwithprotectioncodes(ifused)thatareincompliancewiththemostrecentversionofNERCStandardPRC-024.
Ifoffnominalfrequencyprotectionisused,itmustbeincompliancewiththeWesternVarianceinthemostrecentversionofNERCStandardPRC-024.
WhensubmittingtheInverterReportusetheGeneratingFacilityData-AttachmentAtoAppendix1templatelocatedontheISOInterconnectionrequestpage.
Theinverterreportshouldalsocontainthefollowinginformation:(1)anexplanationofwhethermomentarycessationorreactivecurrentinjection(Qpriority)isused.
Ifmomentarycessationisused,theinverterreportmustcontainthevoltagesettingsatwhichtheinverterwillentercessation,andthetimeittakestoreturnbacktonormal(Ppriority)modefollowingclearanceofthedisturbance.
Ifreactivecurrentinjectionisused,thereportmustincludethevoltagesettingsatwhichtheinverterwillenterthismode,thetimetheinvertertakestoreturntonormal(Ppriority)modefollowingtheclearanceofthedisturbance,andalsotheKfactorthatisused.
TheCAISOprefersreactivecurrentinjectionwithKfactorequalto2.
Notethatthemostrecentproformagenerationinterconnectionagreements(GIAs)nolongerpermitmomentarycessation.
(2)Theinverterreportshouldindicatewhethertheanti-islandingisactivated(3)theinverterreportshouldcontaintheramprateoftheinverterduringstartupandshutdown.
(4)Theinverterreportshouldincludethemodelnumberoftheinverterstobeinstalled,alongwithitsmaximumratedoutput.
(5)Theinverterreportshouldincludethetotalnumberofinverterstobeinstalledattheprojectsite.
DocumentTitle:ControlProtectionInverterFilenamingexample:20GEN1234ControlProtectionInverterVer1SchedulingCoordinator(SC)SelectionandAcceptanceThroughtheRIMSuserinterface,theSCSelectionwillbecompletedbytheInterconnectionCustomer.
Aftertheselectionhasbeenmade,theassociationacceptancewillbecompletedbytheSchedulingCoordinator.
SCSelectionoptionwillbecomeavailabletotheInterconnectioncustomeronceBucket1-2requirementsarefulfilled,theResourceIDisintheFullNetworkModel(FNM)productionbuild,theFinalGRDThasbeenacceptedandrequiredRegulatoryContractshavebeenexecuted.
UsingtheSCInformationsectionintheprojectview,theinterconnectioncustomerwillselectaSchedulingCoordinator,SCIDandassociationeffectivedatefromamenuofavailableoptions.
OnlyISOapproveddateswillbeavailabletoselect.
Onceselected,ICwillreviewandaccepttheDisclaimer.
TheearliestaSCassociationcanbeeffectiveis14businessfromthedateofselection.
OncetheInterconnectionCustomerhasupdatedtheSCselection,RIMSwillgenerateanemailtotheSCrequestingacceptanceoftheassociationrequest.
TheSCwillthennavigatetotheSCselectionmanagementUIinRIMStoAcceptorNotAccepttheSCAssociationrequestandacknowledgethedisclaimer.
*TheSChas7businessdaystotakeactionortheassociationrequestwillbeauto-canceled.
NRIrecommendsthattheeffectivedateoftheSchedulingCoordinatorassociationbesevendaysBEFOREtheplannedsyncdateinorderfortheSCtobeabletosubmittheTestEnergyScheduletotheISOthroughtheonlineOutageManagementSystem.
NOTE:PleasebeawareoftheimpactofISOFullNetworkModelImplementationandMasterFileDataFreezedates.
ThesecandirectlyimpactSCassociationsduetocertainMasterFilefreezedates.
ThepromotionprocessplaceslimitationsontheabilitytoprocessMasterFiledatachanges;therefore,theISOwillhonoradatafreezeperiod.
NoMFdatachangecanbemadeeffectivestartingfrom2dayspriortothemodeleffectivedate.
MFchangecanresumeafterthemodelisdeployedsubjecttothenormal5to11businessdayMasterFilechangetimeline.
AmarketnoticewillbesentoneweekpriortotheProductiondeploymentdate.
Payattentiontothe"DeadlinetosubmitchangesthatcannotbesubmittedthroughtheMasterFileuserinterface(UI)orapplicationprogramminginterface(API)toRDT@caiso.
com"date.
SCAssociationManualprocess:IfyouareunabletousetheSCInformationselectionoption,theoriginaloptionofsubmittinglettersisstillavailable.
TheFinalGRDTmustbeacceptedbeforethesystemwillallowtheSCletterstobeuploaded.
TheeffectivedateblackoutrangearethedatesthattheschedulingcoordinatorassociationCANNOTbeeffective.
Pleasechooseadatebeforeorafterthisrange.
YourschedulingcoordinatorassociationlettersshouldbesubmittedusingRIMSUIatleast14businessdayspriortothisdateinordertogetprocessed.
TheSClettersareusedfortheSCassociationandtheeffectivedatesineachlettershallmatch.
DocumentTitle:SCSelectionFilenamingexample:20GEN1234SCSelectionVer1DocumentTitle:SCAcceptanceFilenamingexample:20GEN1234SCAcceptanceVer1TemplatesfortheseletterscanbefoundhereCommonproblemsare:SchedulingCoordinatorSelectionandAcceptanceletters'effectivedatesdonotmatch.
SchedulingCoordinatorlettersaresubmittedtooclosetothesynchronizationdateofthegenerator.
Theprocesstakes7businessdaystocompleteandcannotbeexpedited.
Letterisnotonofficialletterhead.
24/7ContactInformationformThe24HourContactformmustbecompletedpriortocompletingtheTelemetrypoint-to-pointtesting,thisformislocatedhereundertheDirectTelemetryStandardssection.
ThisformislocatedunderStandarddocuments.
PleasesubmittoNRIthroughtheRIMSUI.
TheICwillneedtoprovidethefollowingcontacts:RT24Hour,Primary,AlternateandCertificatecontact.
TheRT24Hourcontactmustbeavailable24/7andhaveaccesstoorbeabletoobtainreal-timeinformationontheoutputorstatusoftheresource(s)beingmonitoredbythereal-timedevice.
Ifthereisatelemetryfailure,thiscontactmayberequiredtoreportspecifiedchangesintheoutputoftheresource(s)untiltheproblemisresolved.
Additionalcontactsdesiredwouldhavetheabilitytotroubleshoottelemetryrelatedissuesorcoordinatetelemetryrelatedwork(e.
g.
SCADAspecialist,plantmanager).
DocumentTitle:24HourContactFilenamingexample:20GEN123424HourContactVer1DeviceCertificateRequestFormforTelemetryEmailtoServiceDesk@caiso.
comwiththeCertificateSigningRequest(CSR)file.
Allow10businessdaystocompletetherequest.
Thisisarequiredformforcompletingthecombinedtelemetrypointtopointandmetertesting.
ThisdocumentisnotrequiredtobeuploadedintoRIMS.
.
Telemetryand/orMeteringPretestingEmailNotificationEmailnotificationfrominterconnectioncustomertoEDAS@caiso.
comstatingsitehaswitnessedandapprovedofthetelemetryandMeteringpretesting.
ThismustbecompletedpriortoschedulingthefinaltelemetrytestingwiththeISO.
Theelectricalcontractorandtelemetryengineeringcompanyshouldperformthepretesting.
EmailSubjectLineexample:20GEN1234RIGPretestingNotificationTelemetryandMeterISOTestingScheduledRequiredbeforesynchronizationisgrantedbytheISO.
STEP1:TheICshouldreachouttoEDAS@caiso.
comtoperformacommunicationschecktothereal-timedeviceandmetersatthesite.
STEP2:OnceISOhasverifiedcommunicationstheInterconnectionCustomerwillsubmitrequestthroughtheFieldworkSupportRequestformtoschedulethePointtoPointtesting.
CommonproblemsofTelemetryPointTestingSchedulingare:NotpreparingfortheISOfinalpointtopointtesting.
AllISOrequiredpointsshouldbetestedtoaDistributiveNetworkProtocol(DNP)Masterandshouldconfirmthatthereal-timedeviceissendingthecorrectvalues.
ThevaluesshouldmatchthescalingthatisintheTelemetryspreadsheet.
CPSSubscribersAgreementforReal-TimedevicesISOissuesdigitalcertificatesforuseinreal-timedevicesaccordingtothepracticesdescribedintheCertificationPracticeStatementforBasicAssuranceCertificationAuthority(CPS).
Thisdocumentcanbefoundhere.
DocumentTitle:CPSAgreementFilenamingexample:20GEN1234CPSAgreementVer1EnergyControlNetworkConnectivity(ECN)SecurityRequirementsandAgreementThisdocumentisrequiredtobesignedbytheInterconnectionCustomertoopentheEMScommunicationpathtothetelemetrybeforepointtopointtestingwillbegin.
ThedocumentshouldbesignedbeforeameterisconfiguredinEDAS.
Thisdocumentcanbefoundhere.
DocumentTitle:ECNAgreementFilenamingexample:20GEN1234ECNAgreementVer1QualifiedReportingEntityServiceAgreementForrenewableresourcestoreceiveRenewableEnergyCredits(RECs),theGeneratorOwnermustenlisttheservicesofaQualifiedReportingEntity(QRE)tosubmitmeterdatatoWECContheirbehalf.
IftheGeneratorOwnerchoosestheISOtoactastheirQRE,theymustfirsthaveaQREserviceagreement(QRESA)inplacewiththeISO.
Pleasenote,theISOcanonlysubmitmeterdataforproductionoccurringonoraftertheeffectivedateoftheQRESA.
ToinitiateaQualifiedReportingEntityServiceAgreement(QRESA)submitaQualifiedReportingEntityServiceRequestFormtoEDAS@caiso.
com.
Thisformcanbelocatedhere,undertheOptionsforParticipatinggeneratorssectionofthewebsite.
TheISOwillreviewtherequestformforaccuracyagainsttheresourceMeterServiceAgreement(MSAISOME).
TheMSAISOMEmustthereforehavebeenexecutedpriortosubmittaloftheQRErequestform.
DistributionCorrectionFactorSupportingDocumentationIfanISOMeteredEntityisconnectedtoaUtilityDistributionCompany's(UDC)/DistributionProviderDistributionSystem,anapprovedDistributionCompensationFactor(DCF)mustbedeterminedandmustbeprogrammedintothemetertoreflectthepointofdeliveryattheISOControlledGrid.
WDAToranyletterofagreementofDCFfromappropriateUDC/DistributionCompany/InterconnectionentitymustbesubmittedtoNRIthroughtheRIMSUIpriortoprogrammingtheISOMeterwithaDCF.
DocumentTitle:DCFFilenamingexample:20GEN1234DCFVer1MeterExemptionRequestIfageneratorresourceISOrevenuemeterismeteringthelowsideofthetransformer,ameterexemptionrequestshallbesubmittedforapprovalandemailedtoEDAS@caiso.
comwiththefilenamingconventionlistedbelow.
Thisdocumentcanbefoundhere.
MeterExemptionRequestEmailSubjectLine:20GEN1234[CompleteProjectName]MeterExemptionRequestDocumentTitle:MeterExemption[DeviceID]Filenamingexample:20GEN1234MeterExemption1234567Ver1Bucket4–TrialOperationsApprovalGettingToSynchronizationAtthispointBuckets1through4itemsareacceptedandthemeteringandtelemetrypointtopointtestingmustbecompleted.
Thetestingwillincludeapreliminaryvalidationofthemeterdata.
Afinalvalidationofmeteringandtelemetrydatawillbecompletedaftersynchronizationusinggenerationdata.
Note:ThePointtoPointtestwillincludeapreliminaryvalidationofthemeterdata.
Afinalvalidationofmeteringandtelemetrydatawillbecompletedaftersynchronizationusinggenerationdata.
InterconnectionApprovalLetterfromParticipatingTransmissionOwner(PTO)orDistributionOwnerThisletterisrequiredfromthePTOgrantingpermissiontosyncandtestthegenerator.
ThislettercanbeusedforCODaslongasthereiscleardirectionintheletterstatingthereisnolimitationtotheconnectionandgenerator.
Note:IftheletterisafinalpermissiontooperateletteraswellthelettermustbesubmittedagainwiththerequestforCOD.
Thelettermustinclude:ISOResourceIDorNRIprojectcode.
MWvaluespermittedtobeputonthegridfortesting.
Alltransmissionupgradesarecompleted,ifapplicable.
Alltestingandpre-parallelinspectioniscompleted.
DocumentTitle:PTOSyncApprovalExample:20GEN1234PTOSyncApprovalVer1InterconnectionCustomerRequestforInitialSynchronizationTheInterconnectionCustomersubmitsarequesttosyncthroughtheRIMSUItogeneratetestenergyouttothegrid.
Thisshouldnotbeconfusedwithparallelandbackfeedingthetransformer(s).
IntheRIMSUI,theICcanselecttheSyncRequestbuttononceithasturngreen.
TheSyncButtonwillturngreenoncealltheBucket1-4itemshavebeenaccepted.
ThisactionwillalertallISOBusinessUnitstopreparefortheresourceforSynchronizetogridfortestenergy.
WhenISOreceivesthisrequest,theISOhas10daystoprocesstherequest.
AllBucket1through4requirementsmustbereceivedandaccepted,includingtheParticipatingTransmissionOwnerSyncApprovalletter,beforethisrequestshallbeprocessedtoallinternalbusinessunits.
TosubmitarequestforInitialSync:Selectthe"Sync"RequestintheRIMSUserInterfaceTestEnergyScheduleOncethesyncrequesthasbeenfullyprocessedandapproved,NRIwillsendtheInterconnectionCustomeraTestEnergyScheduletemplatetobepopulatedandwillbeprovidedtotheSchedulingCoordinator.
PleaserefertotheCAISOoperatingprocedure5320ResourceTrialOperationsandTestEnergyProcess.
Bucket5–TrialOperationsISOInternalApprovalProcessforSynchronizationBelowistheinternalISOprocessofgrantinginitialsyncaftertheInterconnectionCustomersubmitssyncrequest(Section8.
a)afterallbucketitemshavebeenmet.
IfallbucketitemshavebeenacceptedtheISOsyncapprovalprocesswillcommencefromtherequestinSection8.
a.
UponISOapproval,NRIwillsendtheInterconnectionCustomeranemailapprovingtheresourceforInitialSynchronizationallowingaresourcetocommenceTrialOperations.
NRIreviewsallresourcesrequestingsyncandchecksthattheSchedulingCoordinatorassociationiscompleteandreviewoftheSyncApprovalLetter.
IftheSClettersarenotsubmittedatbucket3date(nomorethan30calendardays),ortheinitialsyncdatemaybebedelayed.
EDASgroupconfirmsthatallcommunicationstothereal-timedeviceandmeterarefunctioningproperly.
ThisincludesMETstationsifrequiredatthegeneratorsite.
EDASreviewsallresourcesrequestingsyncOperationalEngineeringwillconfirmthatallgridcontingencieswillinsuregridreliabilityoncetrialoperationscommences.
OEonlyreviewsISOgridconnectedresource>10MW.
OperationalEngineeringdoesnotapprovedistributionconnectedresources.
OperationsReadinesshasanindependentinternalchecklistforrequiredreal-timeinformationforresourcesconnectedtotheISOcontrolgrid.
QueueManagementwillconfirmall3-PartyLGIA/SGIArequirementsforsynchavebeencompletedbytheInterconnectionCustomerandPTO.
TheISOwillreconfirmthePTOletterwiththePTOpriortotheISOgrantinginitialsync.
Oncealltheabovebusinessunitshaveconfirmedthattheresourcecanstarttrialoperationsanemailwillbesenttothepointofcontactthattrialoperationscancommence.
Ifanyoftheabovementionedinternalprocesschecksarenotcompletedorconfirmed,initialsyncwillbedelayeduntilcorrectionshavebeenmade.
MeterSiteVerificationSheetISOMeterandSiteVerificationSheet(MSVS)isanauditabledocumentbytheISOinternalauditgroup.
ThisformisusedforreportabletariffviolationstotheISOgoverningbodies.
TheISOAuthorizedInspectormustcompleteanISOapprovedMSVSinrelationtoeachsetofMeteringFacilitiesthatitinspects.
TheISOAuthorizedInspectorprovidesthemostrecenttestresultsdocumentinginstrumentcalibrationresultsbyserialnumberandthetraceablelinktotheNationalInstituteforScienceandTechnology(NIST).
TheISOAuthorizedInspectoralsoconductsasiteverificationandeitherperformsorwitnessestheperformanceofaccuracytestsfortheMeteringFacilityinstallations.
DetailsoftheseverificationstepscanbefoundintheBPMforMeteringinAttachmentC.
WiththeMSVSform,allpartiesarerequiredtosignviaDocuSign.
Thisincludesthemeterinstaller,meterprogrammer,ISOMeterInspector,andSiteOwner.
TheemailaddresseslistedontheMSVSformmustbeaccurateinordertocompletetheDocuSignsignatureprocess.
AfterthesignatureprocessiscompletetheMSVSformwillberoutedbacktotheISOforthecertificateofcomplianceprocess.
Gotowww.
docusign.
comandclickonLoginIntocreateyouraccount.
TheDocuSignloginemailaddressmustmatchtheemailaddresslistedontheMSVSform.
ThisaccountcanbeusedforallfutureDocuSignsignatures.
DocumentTitle:MSVS[MeterDeviceID]Filenamingexample:20GEN1234MSVS1234567Ver1ISOMSVSwillberejectedforthesecommonproblems:WrongormissingmeterdeviceIDStreetaddressdoesnotmatchthePTOinitialsyncandCODletters.
SitenameisnotthesameasthePGAandMSAsitename.
WrongormissingResourceID.
SpacingandunderscoresareimportantandmustmatchthePGA,MSA,andGRDTdocuments.
Load/GenerationProfileandIntervalDataRecorderInformation.
ThisisacriticalpartforvalidatingthemeterforissuingtheISOMeterValidationCertificate.
ThecertificateisrequiredtodeclarethegeneratorascommerciallyoperationalorCOD.
Displayconstantsdoesnotmathematicallylineupwiththeabovebulletitem.
Thisisacriticalpieceinthevalidationprocess.
IPaddressmissingorwrong.
IftheISOmeteringsystemscannotconnectwiththeIPaddressontheformandtheconclusionisawrongnumber,anewformwillneedtobesubmittedandwillalsosuspendmetertestinguntilacorrectformisresubmitted.
TheISOencouragesthegeneratorownertocriticallyreviewthisdocumentbeforesubmission.
Ifthisdocumentisrejected,aresubmissionisrequiredandcandelaythetestingandvalidationofthemeter.
***MustbeISOaccepted5businessdaysbeforeCOD/QFcompletion***PointOfReceiptMeteringCalculationDocumentMeteringCalculationPointofReceipt(POR)document,whenapplicable,describesthetransformerandthelinelosscalculationfromthepointofmeteringtotheISOPointofReceipt.
ItprovidestestvalidationthatisreviewedandeitheracceptedorcommentedbyanISOmeterengineer.
ThisformisonlyrequiredforgenerationprojectsdirectlyconnectedtotheISOcontrolgrid,thosegenerationprojectsthathavebeenthroughtheISOApplicationandStudyprocessDocumentTitle:PORCalc[MeterDeviceID](SeeaboveFileNamingConventionandVersionControlStandards)Filenamingexample:20GEN1234PORCalc1234567Ver1***MustbeISOaccepted5businessdaysbeforeCOD/QFcompletion***MeterCertificationDocuments(MustBeAcceptedBeforeRequestforCommercialOperations)24HourNoticeforInitialSyncTheInterconnectionCustomer'sSchedulingCoordinatormustcontacttheISOOutageManagement24hoursinadvanceofinitialsyncandimmediatelybeforesynchronizationforapproval.
ISOOutagecanbereachedMondaythroughFriday7:30amto5:30pmPSTatOpsPlanningNorth:Ops-North-Outage@caiso.
comPhonenumber:916-351-2206OpsPlanningSouth:Ops-South-Outage@caiso.
comPhonenumber:916-351-2215ContactingtheISOReal-TimeDeskTheInterconnectionCustomer'sSchedulingCoordinatorshallcontacttheISORealTimeGenerationdeskat916-351-2488forinitialandallsubsequentsynchronizationandtesting.
Real-timedeskcanfullyorpartiallycurtailtrialoperationsatanytime.
FinalControl&ProtectionReportThisdocumentationisonlyrequiredforInterconnectionCustomersconnectingdirectlytotheISOcontrolgridorwhenageneratorhasgonethroughtheISOApplicationandStudyqueueprocess.
PleaseNote:OnlysubmittheCertifiedTestReportsassociatedwiththerelaysettingssubmittedinBucket3.
Note:Iffilesizeistoolargetosubmitinonefileyoumaybreakupsubmissionintomultiplefiles.
Forexample:20GEN1234ControlProtection1of3Ver1,20GEN1234ControlProtection2of3Ver1,20GEN1234ControlProtection3of3Ver1DocumentTitle:FinalControlProtectionReportFilenamingexample:20GEN1234FinalControlProtectionReportVer1Bucket6–CommercialOperationRequestingandDeclaringaCommercialOperationalDateMeterCertificateofComplianceTheISOwillissueasignedCertificateofComplianceoncethemeteringisvalidatedwithlivegenerationdataandalldocumentationhasbeenaccepted.
Thiscertificatemustbeissuedpriortodeclaringtheresourcecommercial.
ParticipatingTransmissionOwner(PTO)FinalApprovalLetterThisletterisrequiredtobeissuedfromthePTObeforedeclaringcommercialoperationdatewiththeISO.
ThislettershouldclearlystatethatthePTOhasgivenpermissiontocommencecommercialoperationataspecificMWcapacity.
Thelettershouldalsoinclude:AllContractsareexecutedISOResourceIDMWdeclaredCODAlltransmissionupgradesarecompleted,ifapplicable.
Alltestingandpre-parallelinspectioniscompleted.
VerificationthatISOQueueManagementGIArequirementsaresatisfiedorcompleted,ifapplicable.
DocumentTitle:PTOCODApprovalFilenamingexample:20GEN1234PTOCODApprovalVer1InterconnectionCustomerRequestforCODorCOMOncealltheBucket1through5itemshavebeenacceptedtheInterconnectionCustomershallsubmitarequestforCommercialOperationforDate(COD)orCommercialOperationsforMarket(COM)throughtheRIMSUInolessthan5businessdaysbeforethedesireddate.
AtthistimetheCODorCOMRequestbuttonswillturngreenfortheICtoselect.
ThiswillalertallinternalISOBusinessunitstoprepareforCommercialOperations.
TheISOwillconfirmbyemailwithadatethattheInterconnectionCustomercandeclareCOD.
AnalternativedatemaybegrantedbasedontheISOinternalapprovalprocess.
TosubmitarequestforCODorCOM:Selectthe"COD"or"COM"RequestintheRIMSUserInterfaceGeneratorInterconnectionAgreementExhibitEDeclarationLetterAftercompletingtrialoperationsandwithapprovalfromNRI,InterconnectionCustomerswitha3-PartyLargeGeneratorInterconnectionAgreement(LGIA)shallsubmittheGIAExhibit'E'CODletterwiththedesiredCommercialOperationDateonorafterthedateofthedateintheapprovalemailsentfromNRI.
ThisCODDeclarationlettercanupsubmittedtoNRIthroughtheRIMSUI.
CODDeclarationLetter(SGIA)AftercompletingtrialoperationsandwithapprovalfromNRI,interconnectioncustomerswithaconnectingtothedistributiongrid(SGIA)shallsubmittheCODLettertemplatelocatedontheNRIwebsiteunderBucket6withthedesiredCommercialOperationDateonorafterthedateofthedateintheapprovalemailsentfromNRI.
ThisCODDeclarationlettermustbesubmittedtoNRIthroughtheRIMSUI.
Example:20GEN1234CODDeclarationLetterVer1PhasedCOMImplementationPlanTheinterconnectioncustomerwillsubmitthePhasedImplementationPlantoISOforreviewandacceptance.
ThisdocumentcanbefoundontheNRIwebsiteunderBucket6.
DocumentTitle:COMPlanExample:20GEN1234COMPlanVer1COMDeclarationLetterAftercompletingtrialoperationsandreceivingtheapprovalofthecompletionofCOM(basedonsection10.
c)fromNRI,theInterconnectioncustomershallsubmittheCOMDeclarationletterthroughtheRIMSUIwiththedesiredeffectivedateCommercialOperationforMarketonorafterthedateoftheemailfromNRI.
ThisdocumentcanbefoundontheNRIwebsiteunderBucket6.
DocumentTitle:COMDeclarationExample:20GEN1234COMDeclarationVer1DependingonwhichpathyouaretakingtogettoCOD.
PleaseseethefollowingroadmapstofinishyourprojectintheNRIProcess:CODFinalStepsFullBuild-outoftheResourcePartialCOMFinalStepsPartialCOMwithConcurrentTrialOperation1.
InterconnectionCustomerCODRequestInterconnectionCustomershallsubmitarequestforCommercialOperationforDate(COD)throughtheRIMSUInolessthan5businessdaysbeforethedesireddate.
TheISOwillconfirmbyemailwithadatethattheInterconnectionCustomercandeclareCOD.
AnalternativedatemaybegrantedbasedontheISOinternalapprovalprocess.
2.
MeteringandTelemetryCertificateofComplianceOnceallbucketitemsarecompletedandCODnotificationhasbeenprovidedtheISOwillbegintheCertificateofCompliance.
TheISOmustissueasignedCertificateofComplianceoncethemeteringandtelemetryisvalidatedandwithlivegenerationdataandalldocumentationhasbeenaccepted.
Thiscertificatemustbeissuedpriortocompletionofcommercialoperations.
3.
ParticipatingTransmissionOwner(PTO)FinalApprovalLetterThisletterisrequiredtobeissuedfromthePTObeforedeclaringcommercialoperationdatewiththeISO.
ThislettershouldclearlystatethatthePTOhasgivenpermissiontocommencecommercialoperationataspecificMWcapacity.
Thelettershouldalsoinclude:AllContractsareexecutedResourceIDMWdeclaredCODAlltransmissionupgradesarecompleted,ifapplicable.
Alltestingandpre-parallelinspectioniscompleted.
1.
InterconnectionCustomerCommercialOperationforMarketsProcessRequestThecommercialoperationformarketsprocessisdesignedforprojectswithaphasedimplementationplanandtograntprojects'partialcommercialoperationformarketparticipation.
Thisisneededtoallowtheprojecttocontinuetooperateinthemarketwhilealsoparticipatingintrialoperationswithtestenergyforremainingmegawattcapacity.
InterconnectionCustomershallsubmitarequestforCommercialOperationsforMarket(COM)throughtheRIMSUInolessthan5businessdaysbeforethedesireddate.
TheinterconnectioncustomerwillalsosubmitthePhasedImplementationPlantotheISOusingtheRIMSUIforreviewandapproval.
TheISOwillconfirmbyemailwithadatethattheInterconnectionCustomercandeclareCOMbyuploadingtheCOMDeclarationLetterthroughtheRIMSUI.
Interconnectioncustomerwillsubmittestenergyschedules(seeBucket5)untiltheprojectreachesCODandtrialoperationscease.
2.
MeteringandTelemetryCertificateofComplianceOnceallbucketitemsarecompletedandCOMnotificationhasbeenprovidedtheISOwillbegintheCertificateofCompliance.
TheISOmustissueasignedCertificateofComplianceoncethemeteringandtelemetryisvalidatedandwithlivegenerationdataandalldocumentationhasbeenaccepted.
3.
ParticipatingTransmissionOwner(PTO)FinalApprovalLetterThisletterisrequiredtobeissuedfromthePTObeforedeclaringcommercialoperationformarketsdatewiththeISO.
ThislettershouldclearlystatethatthePTOhasgivenpermissiontocommencecommercialoperationataspecificMWcapacity.
AfinalPTOlettermaynotberequirediftheinitialsyncapprovalletterhasalreadygrantedtestingandcommercialoperation.
FullBuild-outoftheResourcePartialCOMwithConcurrentTrialOperation4.
GeneratorInterconnectionAgreementExhibitELetter(LGIA)AftercompletingtrialoperationsandwithapprovalfromNRI,interconnectioncustomerswitha3-PartyLargeGeneratorInterconnectionAgreement(LGIA)shallsubmittheGIAExhibit'E'CODletterwiththedesiredCommercialOperationDateonorafterthedateofthedateintheapprovalemailsentfromNRI.
ThisCODDeclarationlettermustupsubmittedtoNRIthroughtheRIMSUI.
Pleasesendthisletter1daypriortotheCODdate.
TheExhibitElettermustalsoincludethefollowing:ResourceIDMWdeclaredCOD5.
DistributionConnectedCODLetter(SGIA)AftercompletingtrialoperationsandwithapprovalfromNRI,interconnectioncustomerswithaconnectingtothedistributiongrid(SGIA)shallsubmittheCODLettertemplatelocatedontheNRIwebsiteunderBucket6withthedesiredCommercialOperationDateonorafterthedateofthedateintheapprovalemailsentfromNRI.
ThisCODDeclarationlettermustupsubmittedtoNRIthroughtheRIMSUI.
Pleasesendthisletter1daypriortotheCODdate.
Thelettershouldalsoinclude:AllContractsareexecutedResourceIDMWdeclaredCODAlltransmissionupgradesarecompleted,ifapplicable.
Alltestingandpre-parallelinspectioniscompleted.
4.
IncreasingCommercialEnergyEachtimetheICincreasestheamountofCOMmegawatts,theInterconnectionCustomershall:ICcontacttheSchedulingCoordinatortosubmitoutagesaccordingtoISOOperatingProcedure5320.
SubmitCOMDeclarationlettertoNRIthroughRIMSUI,nomorethantwobusinessdaysbefore,statingtherequestedCOMdatefortheadditionalcapacity.
TheCOMLettershallstatetheincrementalincreaseoftheCOMmegawatts.
TheCOMLettershallstatethetotaloftheCOMmegawatts.
Ifanychanges,pleaseuploadarevisedCOMImplementationPlanthroughRIMSUI.
TheICshallcontacttheSchedulingCoordinatortoadjusttheoutagecardthatcontrolstheMWavailabilitybyusingISOOperatingProcedure5320.
NRIwillthensendanemailconfirmingtheCOMmegawattincreasetotheIC.
IfthereareadditionalCOMincreasescontinuewiththesestepsupuntilthefinalphaseincrease.
TocompletethefinalphaseincreasetodeclareCommercialOperationforDate(COD)theICwilluploadCODDeclarationletterlocatedunderBucket6inthisguide.
Fullbuild-outoftheResource5.
InterconnectionCustomerCODNotification(SGIA)Upondeclaringfullcapacity,theinterconnectioncustomershallsubmittheCODLettertemplatelocatedontheNRIwebsiteunderBucket6withthedesiredCommercialOperationDateonorafterthedateofthedateintheapprovalemailsentfromNRI.
ThisCODDeclarationlettermustbesubmittedtoNRIthroughtheRIMSUI.
Pleasesendthisletter1daypriortotheCODdate6.
GeneratorInterconnectionAgreementExhibitELetter(LGIA)Upondeclaringfullcapacity,3-PartyinterconnectioncustomershallsubmittheGIAExhibit'E'CODletterwiththedesiredCommercialOperationDateonorafterthedateofthedateintheapprovalemailsentfromNRI.
ThisCODDeclarationlettermustbesubmittedtoNRIthroughtheRIMSUI.
Pleasesendthisletter1daypriortotheCODdate.
TheExhibitElettermustalsoincludethefollowing:ResourceIDMWdeclaredCOD