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Independent Study Process

Generation Interconnection ServicesOctober 27, 2011

This presentation is a tool to supplement the FERC approved Generator Interconnection Procedures (GIP) found in Attachment I of PG&E’s Wholesale Distribution Tariff (WDT) and Appendix Y of CAISO’s Tariff. It is not intended to replace the tariff. PG&E advises customers to become familiar with the applicable tariff and use this tool as a supplement.

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Overview of Wholesale Generation Interconnection Process

ApplicationProcessing

Technical ScopingMeeting

Technical Studies

InterconnectionAgreement

Project Implementation

Transmission Interconnections

– Governed by California Independent System Operator Corporation (CAISO) Tariff

• PG&E’s transmission interconnections are for 60 kV and higher

• All applications must be submitted to the CAISO

• These slides are pursuant to CAISO Tariff Appendix Y which is subject to the CAISO

Distribution Interconnections

– Governed by PG&E’s Wholesale Distribution Tariff (WDT)

• PG&E’s distribution voltage level is defined as facilities operating below 60 kV

• All applications must be submitted to PG&E

• These slides are pursuant to WDT Attachment I

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Distribution Transmission*Tariff Section 3 Section 4Applicability Electrical Independence Test Electrical Independence Test &

Commercial Operation Date TestMW Limit No Limit No LimitApplication Fee

$50k plus $1k/MW (max $250k) $50k plus $1k/MW (max $250k)

Study Distribution Timing

Distribution Fee

Transmission* Timing

Transmission* Fee

System Impact Study

60 BD Included 90 BD Included

Facilities Study 60 BD Included 90 BD Included

* Subject to CAISO

BD – Business Day CD – Calendar Day

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Complete Application



Technical Studies



Transmission* Interconnections– Completed Application

– Site Plan Diagram

– Single Line Diagram

– $50k plus $1k/MW ($250k max)

Application Fee

– Site Control

Distribution Interconnections– Completed Application

– Site Plan Diagram

– Single Line Diagram

– $50k plus $1k/MW ($250k max)**

Application Fee

– Site Control

*Subject to CAISO

**Application Fee can be paid after an Invoice Letter is issued by PG&E

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Application



Technical Studies



Transmission* Interconnections– http://www.caiso.com/docs/2002/06/11/2002061110300427214.html

The Interconnection Request form can be found on the CAISO website under the heading Cluster Study Process Current process for New Generation Projects, Effective December 19, 2010

Distribution Interconnections– Application to be on Web soon

– Send Interconnection Request form along with Site Plan, Site Control, and Single Line Diagramto [email protected] or mail to:Generator Interconnection Services Pacific Gas and Electric CompanyP.O. Box 770000, Mail Code N7LSan Francisco, CA 94177Overnight address: 245 Market Street Mail Code N7L San Francisco, CA

– GIS will send an Invoice Letter when an Interconnection Request is received with instructions on a wire payment

*Subject to CAISO

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Application Processing Timeline

* Subject to CAISO ** PG&E Extension Business Rule




Technical Studies



Process Milestone Duration Responsible Party

Submit Application Clock Start Customer

Deem Application Complete or Provide Notice of Outstanding Items

10 BD PG&E or CAISO*

Provide outstanding items or request extension

10 BD Customer

Provide outstanding items if extension requested

20 BD** Customer

Deem Application Complete PG&E or CAISO*

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Scoping Meeting Purpose

Scoping Meeting is designed to provide the Interconnection Customer:

• Ensure common understanding of Interconnection Customer’s project

• Ensure understanding of Generator Interconnection Procedure

• Come to agreement on Point of Interconnection and generator size

• PG&E will provide technical system details, limitations, and queued ahead projects

• PG&E will advise regarding which process Interconnection Customer qualifies for and study to be conducted

• Next Steps

5 Business Days (3 BD CAISO) after Scoping Meeting, the Developer must:

• Provide confirmation on the Point of Interconnection

• Provide confirmation on Generator Size



Technical Studies



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Electrical Independence Test (EIT)

• Please refer to the following sections in PG&E’s filed Wholesale Distribution Tariff (WDT). The following slides on EIT only refer to interconnections subject to the WDT.

3.1.1.2 The Distribution Provider evaluation of Electrical Independence for the Distribution System

3.1.1 Independent Study Process Screen

3.1.1.1 The ISO’s Determination of Electrical Independence for the ISO Grid

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Electrical Independence Test (EIT) - WDT

• For interconnections directly to PG&E’s Substation, the interconnection request must pass Stage 2, Scenario 2 or 3.

• For interconnections to PG&E’s distribution grid (feeder only), the interconnection request must pass Stage 1 and one Scenario of Stage 2.

Please note the following:- When conducting the EIT, PG&E will determine relationships between the new

interconnection requests with queued ahead interconnection requests that are in the study phase.

- When identifying electric output and where it is seen on the electric grid, PG&E will determine the power flow for all (min and max) load conditions.

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Independent Study Process – Electrical Independence Test (EIT)

• New Project is undergoing EIT.

• Stage 1 includes an interconnection request to a distribution circuit that includes a queued ahead interconnection request on the circuit.

• Stage 1 does not apply to interconnection requests proposing to connect to the distribution substation bus.

• If the location of the New Project allows it to not see the electrical output of the queued ahead interconnection request, then it passes Stage 1 of EIT. The interconnection request must also pass one scenario of Stage 2.

EIT Guide – Stage 1 (feeder only)

NO BACKFEED UPSTREAM

PG&E Substation 115/21 kV

21kV

BK

115kV

Distribution Circuit

MNew Project

Queued Ahead Project

M

PG&E Retail Load

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EIT Guide – Stage 2 - Scenario 1 (feeder only)• New Project is undergoing EIT.

• Scenario 1 includes a distribution substation that includes a queued ahead interconnection request whose electrical output is seen on the distribution bus.

• Scenario 1 does not apply to interconnection requests proposing to connect to the distribution substation bus.

• If no backfeed occurs and New Projects electric output is not seen on the distribution bus, then EIT passes.

NO BACKFEED TO BANK/BUS


21kV

BK

115kV


M


New Project

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EIT Guide – Stage 2 - Scenario 2• New Project is undergoing EIT is

connecting to either the distribution circuit or the distribution bus directly.

• Scenario 2 includes a distribution substation that does not include a queued ahead interconnection request whose electrical output is seen on the distribution bus but includes a queued ahead interconnection request whose electrical output is seen on the transmission bus or circuit.

• If no backfeed occurs and New Projects electric output is not seen on the transmission bus and beyond, then EIT passes.

NO BACKFEED TO TRANSMISSION


21kV

BK

115kV


MNew Project


M

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• New Project is undergoing EIT is connecting to either the distribution circuit or the distribution bus directly.

• Scenario 3 includes a distribution substation that does not include a queued ahead interconnection request whose electrical output is seen on the distribution bus and does not include a queued ahead interconnection request whose electrical output is seen on the transmission bus or circuit.

• If backfeed occurs but no queued ahead interconnection requests exist at the particular distribution substation, then New Project passes the EIT.

EIT Guide – Stage 2 - Scenario 3

BACKFEED TO TRANSMISSION


21kV

BK

115kV


MNew Project

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• New Project is undergoing EIT is connecting to the distribution circuit.

• In this example, the 20MW queued ahead interconnection request’s electrical output is seen on the transmission bus where there are no other queued ahead interconnection requests on the transmission bus or circuit.

• In this example, the 5MW queued ahead interconnection request’s electrical output is seen on the distribution bus but not the transmission bus.

• New Project’s electrical output is seen on the distribution bus but not on the transmission bus. This project passes Stage 1 and Stage 2 Scenario 2.

Example

20 MW5 MW

BK BK BK

21kV

115kV

3 MW

M

New Project



All three projects in this case have qualified for the Independent Study Process

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Scoping Meeting Purpose and ISP Qualification Path 1 – Not Qualified



Technical Studies




Deem Application Complete Clock Start PG&E or CAISO*

Schedule Scoping Meeting 10 BD from Deemed Complete or ISP Qual Notification

PG&E or CAISO*

ISP Not Qualified Notification and Scoping Meeting

20 BD or at Scoping Mtg

PG&E or CAISO*

Withdraw Interconnection 10 BD from notification PG&E or CAISO*

Put Interconnection On Hold until next Cluster if requested

10 BD from notification Customer

* Subject to CAISO


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Scoping Meeting Purpose and ISP Qualification Path 2 – Qualified



Technical Studies



Process Milestone Duration Responsible PartyDeem Application Complete Clock Start PG&E or CAISO*

Schedule Scoping Meeting 10 BD from Deemed Complete or ISP Qual Notification

PG&E or CAISO*

ISP Qualified Notification 20 BD or at Scoping Mtg PG&E or CAISO*

Hold Scoping Meeting 10 BD from ISP Qual Notification

PG&E or CAISO*

Designate and Confirm Point of Interconnection

5 BD WDT3 BD CAISO

Customer

Tender SIS Agreement 15 BD from Scoping Mtg PG&E or CAISO*

* Subject to CAISO


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Scope of Studies

Technical Studies are intended to provide:

• Impact of generation on PG&E’s electric system

• Scope of Capital Improvements to PG&E’s electric system to ensure the safety, reliability, and integrity of the grid:

-Interconnection Facilities

Generator Specific facilities required for interconnection

-Distribution Upgrades

Upgrades to the Distribution System triggered by Generator or Cluster

-Network Upgrades

Upgrades to the Network (CAISO Controlled Grid) triggered by Generator or Cluster

• Cost Estimate for Scope of Capital Improvements Required and Schedule



Technical Studies



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System Impact Study


Tender SIS Agreement Clock Start PG&E or CAISO*

Execute SIS Agreement 30 BD Customer

Execute SIS Agreement A.S.A.P. PG&E or CAISO*

Provide SIS Results 60 BD WDT90 BD CAISO

PG&E or CAISO*

Post Initial Posting 30 CD WDT60 CD CAISO

Customer

* Subject to CAISO




Technical Studies



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Facilities Study


Provide SIS Results Clock Start PG&E or CAISO*

SIS Results Meeting (optional) 20BD of SIS Results

Tender Facilities Study Agreement 15 BD or SIS Results Meeting

PG&E or CAISO*

Execute Facilities Agreement 30 BD Customer

Execute Facilities Agreement A.S.A.P. PG&E or CAISO*Provide Facilities Study Results 60 BD WDT

90 BD CAISOPG&E or CAISO*

Post Second Posting 120 CD Customer* Subject to CAISO




Technical Studies



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Interconnection Agreement (IA)

Process Milestone Duration Responsible PartyProvide Final Study Results Clock Start PG&E or CAISO*

Tender IA 30 CD PG&E or CAISO*Respond to Draft 30 CD All PartiesIA negotiated and agreed 90 CD from Clock Start All PartiesPG&E or CAISO to issue executable IA 15 BD PG&E or CAISO*All parties execute IA A.S.A.P. All PartiesPost Final Posting On or before the start

of constructionCustomer

Small Generator Interconnection Agreement (SGIA) – 20MW or lessLarge Generator Interconnection Agreement (LGIA) – greater than 20 MWCAISO GIA is a three-party Agreement between CAISO, PG&E, and Interconnection Customer

* Subject to CAISO BD – Business Day CD – Calendar Day



Technical Studies



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Technical Studies



• Post Interconnection Agreement, PG&E and Interconnection Customer should be engineering and designing, procuring, and constructing the electrical interconnection

• PG&E will be engineering the Capital Improvements as agreed upon in the Interconnection Agreement

• Interconnection Customer will be engineering the electrical system on the Interconnection Customer’s side of the meter and any upgrades that will be applicant built and deeded

• Post EPC, PG&E, CAISO (if applicable), Interconnection Customer will coordinate a pre-parallel inspection and commissioning to achieve Commercial Operation.

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Financial Security Postings

Posting Number

Posting Type Posting Amount Timing Phase

Initial Interconnection Facilities and Distribution Upgrades

Lesser of 20% or $20k/MW

30 CD WDT60 CD CAISO*

90 CD

After System Impact Study (SIS)

After Phase INetwork Upgrades 15% or $20k/MW or $7.5M (>20MW)

Second Interconnection Facilities and Distribution Upgrades

30% 120 CD

180 CD

After Facilities Study

After Phase IINetwork Upgrades 30% or $1M (<20MW) or $15M (>20MW)

Third Interconnection Facilities and Distribution Upgrades

100% On or before the start of construction

After IA(acquisition of permits)

Network Upgrades 100%

* Subject to CAISO


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Financial Security Posting Instructions

Transmission* Interconnections– http://www.caiso.com/docs/2002/06/11/2002061110300427214.html

Links to Letter of Credit Documents and Surety Bond can be found in the CAISO website under the heading Participating Transmission Owner Financial Security Instruments

Distribution Interconnections– Letter of Credit Documents and Surety Bond will be on GIS website shortly

*Subject to CAISO

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Appendix: Distribution Schedule Summary

Cluster Process


Fast Track Process

These diagrams are for estimating purposes. It assumes immediate response from Customer.

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Appendix: Transmission Schedule Summary

Cluster Process


Fast Track Process

These diagrams are for estimating purposes. It assumes immediate response from Customer.

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Appendix: Capital Improvement Terms

Interconnection Facilities – The Distribution Provider's Interconnection Facilities and the Interconnection Customer's Interconnection Facilities. Collectively, Interconnection Facilities include all facilities and equipment between the GF and the Point of Interconnection, including any modification, additions or upgrades that are necessary to physically and electrically interconnect the GF to the Distribution Provider's Distribution System. Interconnection Facilities are sole use facilities and shall not include Distribution Upgrades or Network Upgrades.

Distribution Upgrades – The additions, modifications, and upgrades to the Distribution Provider's Distribution System at or beyond the Point of Interconnection to facilitate interconnection of the GF and render the service necessary to effect the Interconnection Customer's wholesale sale of electricity in interstate commerce. Distribution Upgrades do not include Interconnection Facilities.

Network Upgrades – Additions, modifications, and upgrades to the Distribution Provider's Transmission System required at or beyond the point at which the Distribution System connects to the Distribution Provider’s Transmission System to accommodate the interconnection of the GF to the Distribution Provider’s Transmission System. Network Upgrades do not include Distribution Upgrades.

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Point of Interconnection – The point where the Interconnection Facilities connect with the Distribution Provider's Distribution System.

Interconnection Facilities – The Distribution Provider's Interconnection Facilities and the Interconnection Customer's Interconnection Facilities. Collectively, Interconnection Facilities include all facilities and equipment between the GF and the Point of Interconnection, including any modification, additions or upgrades that are necessary to physically and electrically interconnect the GF to the Distribution Provider's Distribution System. Interconnection Facilities are sole use facilities and shall not include Distribution Upgrades or Network Upgrades.

Distribution System – Those non-ISO transmission and distribution facilities owned, controlled and operated by the Distribution Provider that are used to provide distribution service under the Tariff, which facilities and equipment are used to transmit electricity to ultimate usage points such as homes and industries directly from nearby generators or from interchanges with higher voltage transmission networks which transport bulk power over longer distances. The voltage levels at which Distribution Systems operate differ among areas.

Upgrades – The required additions and modifications to the Distribution Provider's Transmission System and Distribution System at or beyond the Point of Interconnection. Upgrades may be Network Upgrades or Distribution Upgrades. Upgrades do not include Interconnection Facilities.

Appendix: Key Terms

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Simplified Single Line for Tap Interconnection


21 kV Tap(PG&E-owned)

Generator

Point of ownership change

21kV

BK

PG&E 21kV Distribution

Transformer

M

115kV

Interconnection Customer’s Interconnection Facilities

Distribution Provider’s Interconnection Facilities

Point of Interconnection

Distribution System

Network System

Simplified Single Line for Gen-Tie Interconnection


Generator

Point of ownership change

21kV

BK

PG&E 21kV Gen-Tie

Transformer

M

115kV

Interconnection Customer’s Interconnection Facilities

Distribution Provider’s Interconnection Facilities

Point of Interconnection

Distribution System

Network System

Point of Interconnection Illustration

Distribution System