New Resource Implementation Checklist
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New Resource Implementation Checklist v7 PDR and RDRR projects please follow process at this link: Generator Resource Type Additional Information Wind QF Wind/Wind repower Existing QF Solar Conventional Dynamic Pseudo Meter Replacement X Required Required Required Required Required Required Required Required Required 2 203 Required Required Required Required Required Required Required Required 2 203 2 203 Required Required Required Required Required Required Required N/A 2 203 Required Required Required Required Required Required Required Required N/A 2 203 Metering system 3-line diagram Required Required Required Required Required N/A Required Required 2 203 Communication Block Diagram for both metering and telemetry. Required Required Required Required Required N/A Required Required N/A 2 203 Required Required N/A N/A N/A Required for Wind N/A Required for Wind N/A 2 203 Required Required Required Required Required N/A Required Required N/A 2 203 N/A Required N/A Required Required N/A N/A N/A N/A 2 203 N/A Required N/A Required Required N/A N/A N/A N/A N/A For Telemetry Only ** For Telemetry Only ** For Telemetry Only ** For Telemetry Only ** For Telemetry Only ** For Telemetry Only ** N/A 3 105 Required Required Required Required Required Required Required Required 3 105 Required Required N/A Required N/A N/A N/A 3 105 Required Required N/A Required N/A N/A N/A 3 105 Required Required Required Required Required N/A Required Required Required 3 105 Must be submitted for the testing phase of the FNM build process Required Required Required Required Required Required N/A 4 30 Required Required Required Required Required Required N/A Regulatory Contracts Executed 4 30 Required Required Required Required Required Required 4 30 N/A N/A N/A N/A 4 30 N/A Required N/A 4 30 Required Required Required Required N/A 4 30 Required Required Required Required N/A Demand Response Resource Participating Guide File name guideline for submittal attachments: ISO Project Number: ISOPN Document Title: DT Version Number: VerX (X = Number) Example: ISOPN DT VerX Example: 13GEN123 DSL Ver1 ISO Reference Document Hyperlink to document Bucket Deadline Days before initial synchronization date - Deliverables must be APPROVED by the CAISO by this date. Days listed are calendar days unless otherwise noted. Non-Generation Resource Review the NRI Guide and Checklist on the NRI webpage before starting the process NRI Webpage Project Details Form Document Title: ProjectDetailsForm Project Details Form Submit no later than 211 days before initial sync date Submitting this online form will assign the project an internal CAISO tracking number. All documentation must reference this number in the required file naming convention. Note: Please note that if your proposed project requires more than one market resource ID you will need to create one project per resource ID. For example, if the project is a large solar resource requiring two market resource IDs, two initial contact request forms will be required. Project Details are needed to gather specific details about your project and to determine in which Full Network Model (FNM) build your project can be included. Single Line - IFC Electrical Drawings Document Title: SLD (See Guide Above) BPM for Direct Telemetry Issued For Construction (IFC) Drawings should comply with Section 18 of BPM for Direct Telemetry and BPM for Metering for CAISO review. Required if moving the meter from its current location Metering Scheme Overview Document Title: MeteringOverview BPM for Metering Written description of the resource's metering scheme. Allows engineers to validate meter setup and site layout per the IFC drawings. Please submit to [email protected]. N/A unless specifically requested from Meter Engineering N/A unless specifically requested from Meter Engineering N/A unless specifically requested from Meter Engineering N/A unless specifically requested from Meter Engineering N/A unless specifically requested from Meter Engineering N/A unless specifically requested from Meter Engineering N/A unless specifically requested from Meter Engineering N/A unless specifically requested from Meter Engineering N/A unless specifically requested from Meter Engineering Executed Two-Party Generator Interconnection Agreement (SGIA or LGIA) with Participating Transmission Owner (PTO) Document Title: IA If the resource is distribution-connected, then the agreement will not include CAISO as a signatory, but a copy of this agreement will need to be submitted to NRI. Please also provide a copy of the facility study report with the agreement. If the resource has a 3-party agreement with CAISO, this requirement does not apply. Letter of Intent in lieu of Interconnection Agreement Network Application Information Document Title: NetAppInfo (See Guide Above) This simple Word document should identify the specific bay or bank the project will connect to at the CAISO controlled substation. If the resource is connecting to a new PTO substation, the substation name needs to be specified. Please see the NRI for detailed requirements. 3 Line - IFC Electrical Drawing Document Title: 3LD (See Guide Above) BPM for Metering Required if moving the meter from its current location Communication Block Diagram Document Title: CommBlock (See Guide Above) BPM for Direct Telemetry Turbine coordinates Document Title: TurbineCoords Resource ID (See Guide Above) Excel spreadsheet listing all turbine locations by longitude and latitude in the format of degrees/decimals using WGS84 geodetic datum only. RIG Details: AT&T IP or ISP static address Document Title: RIGDetails (See Guide Above) BPM for Direct Telemetry Remote Intelligent Gate Critical Path Item (Do this early!) Obtaining the AT&T IP or ISP Static Address may take 3 months or more in some cases. Owner must place the order with Sonia Fernandez at (916) 972-3734, [email protected]. Once received, please submit to [email protected] Generator Dynamic Model file Document Title: DYNGEN InterconnectionCustomer must submit a dynamic data modeling (*.dyd) file used on GE-PSLF software. ISO reviews the correct dynamic modeling is used. The format tool is from the GE-PSLF “PSLF MODELS LIST BY TYPE” User’s Manual. Generator Positive Sequence Load Flow Data Document Title: PSLF or EPCL Interconnection Customer must submit PSLF data to the CAISO for modeling of a particular project. EPC may be provided in place of a PLSF. If it is not possible to produce and EPC or PSLF, refer to Appendix A in the new resource implementation guide. Additionally, the ISO does not accept PSSE files in place of a PSLF. Resource owner recieves the RIG Database spreadsheet of required telemetry points** BPM for Direct Telemetry CAISO RIG engineers will initiate the first draft after the receipt and approval of all required documentation. ICCP data point starting tag EMS approval required Either ICCP or RIG Required Initiate CAISO Regulatory Contract(s) by submitting Information Request Sheet(s) to [email protected] Regulatory Contracts Follow the link provided. Under Contracts and Agreements --> Pro forma agreement and associated documentation --> Pro forma agreements choose the appropriate Information Request Sheet(s) to complete. Questions related to the types of contracts appropriate for a project should be directed to [email protected]. Modify schedule 1 of Meter Service Agreement (MSA) Topographical Map Document Title: TopoMap ResourceID (See Guide Above) Tariff Appendix Q A wind Eligible Intermittent Resource must submit a topographical map that illustrates the location and height for each wind turbine within a wind park. The map must identify all meteorological stations and turbine location by latitude and longitude and should be in degrees/decimals using WGS84 geodetic datum only. Required for Wind or Solar Required for Wind or Solar Site Information Form Document Title: SiteInfo Resource ID (See Guide Above) Tariff Appendix Q Solar Site Information/ For plant location, the Eligible Intermittent Resource must use latitude and Longitude expressed in degrees/decimals using WGS84 geodetic datum only. Supplemental information may be required if the information provided on the information sheet is insufficient to generate a forecast. Required for Wind or Solar Required for Wind or Solar ISO Meter Configuration Worksheet Document Title: MeterConfig [MeterDeviceID] (See Guide Above) Meter Configuration Wor The purpose of the ISO Configuration Worksheet is to allow the Metering group to set-up the meter configuration in MV90 and communicate with the meter. Please note that the Site Owner is responsible for the accuracy of the information on this form. Generator Resource Data Template (GRDT) - Initial Version for FNM Testing Document Title: InitialGRDT (See Guide Above) Generator Resource Data Required if changing SC Required if changing SC Generator Resource Data Template (GRDT) - Final Version Document Title: FinalGRDT (See Guide Above) Generator Resource Data Scheduling Coordinator should review and submit the final version of the GRDT on behalf of the legal owner/developer. Please send to [email protected] Required if changing SC Required if changing SC Regulatory contracts must be fully executed by the Bucket 4 deadline. The NRI team cannot proceed with creating the Scheduling Coordinator (SC) Association without these agreements executed. Applicable Contracts Executed Applicable Contracts Executed Modify schedule 1 of Meter Service Agreement (MSA) Participating Intermittent Resource (PIR) Documentation Document Title - Letter of Intent: PIRPLOI (See Guide Above) Document Title- CECPreCert (See Guide Above) BPM for Market Operations Form of Letter of Inten Participation in PIRP requires the following documentation: Form Letter of Intent and the CEC Pre-Certification for Renewable Portfolio. PIR Certification will require a minimum evaluation period consisting of 60 days with high quality data beginning three business days after the project has achieved COD and been setup in CAISO systems as an EIR. Projects that have a phased implementation schedule in their Generator Interconnection Agreement must be pre-approved by the CAISO to begin the PIR evaluation prior to 100 percent of the resource being commercial. A request for PIR Certification must be submitted by the generator owner and approved by the CAISO during the planning stage (prior to project design or contract execution) in order for the PIR Certification evaluation to occur prior to 100% of project capacity achieving COD. The CAISO will review and approve such requests on a case-by-case basis and will require the phasing proposal 1) to align with the interconnections studies and analysis conducted and 2) to be reflected in applicable interconnection documents. For the CEC Pre-Certification please visit the following website: http://www.energy.ca.gov/renewables/index.html Required if participating in PIR Required if participating in PIR Required if participating in PIR Required if participating in PIR for Wind or Solar Required if participating in PIR for Wind or Solar Control and Protection Documentation Document Title: ControlProtection (See Guide Above) Control & Protection for high voltage bus, generators and generator step up transformers; one-line showing relaying/metering, CT/PT; a complete list of relay settings, including selected CT and PT ratios, frequency set points if used; and a copy of relay Certified Test Reports after relay settings have been approved. Grid connected, 75 MW or greater for wind Grid connected, 75 MW or greater for wind Grid connected, 10 MW or greater Grid connected, 10 MW or greater Grid connected, 10 MW or greater Grid connected, 10 MW or greater New Scheduling Coordinator Selection Letter Document Title: SCSelection (See Guide Above) New Generator Resource Effective date of assignment must match that in the SC Acceptance letter. SC Association will not be made effective until all other requirements (metering, telemetry, contracts) are fulfilled. The association process takes 5-11 business days to complete. Required if changing SC Required if changing SC Required for new participating generators Required for new participating generators New Scheduling Coordinator Acceptance Letter Document Title: SCAcceptance (See Guide Above) New Generator Resource Effective date of assignment must match that in the SC Selection letter. SC Association will not be made effective until all other requirements (metering, telemetry, contracts) are fulfilled. The association process takes 5-11 business days to complete Required if changing SC Required if changing SC Required for new participating generators Required for new participating generators
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Transcript of New Resource Implementation Checklist
New Resource Implementation Checklist
Resource OwnerNew Resource Implementation Checklist v7PDR and RDRR projects please follow process at this link:Demand Response Resource Participating GuideGenerator Resource TypeFile name guideline for submittal attachments:
ISO Project Number: ISOPNDocument Title: DTVersion Number: VerX (X = Number)
Example: ISOPN DT VerXExample: 13GEN123 DSL Ver1ISO Reference DocumentHyperlink to documentBucket DeadlineDays before initial synchronization date - Deliverables must be APPROVED by the CAISO by this date. Days listed are calendar days unless otherwise noted.Additional InformationWind QFWind/Wind repowerExisting QFSolarConventionalDynamicNon-Generation ResourcePseudoMeter ReplacementReview the NRI Guide and Checklist on the NRI webpage before starting the processNRI WebpageProject Details Form
Document Title: ProjectDetailsFormProject Details FormXSubmit no later than 211 days before initial sync dateSubmitting this online form will assign the project an internal CAISO tracking number. All documentation must reference this number in the required file naming convention. Note: Please note that if your proposed project requires more than one market resource ID you will need to create one project per resource ID. For example, if the project is a large solar resource requiring two market resource IDs, two initial contact request forms will be required. Project Details are needed to gather specific details about your project and to determine in which Full Network Model (FNM) build your project can be included.RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredSingle Line - IFC Electrical DrawingsDocument Title: SLD (See Guide Above)BPM for Direct Telemetry2203Issued For Construction (IFC) Drawings should comply with Section 18 of BPM for Direct Telemetry and BPM for Metering for CAISO review.RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequired if moving the meter from its current locationMetering Scheme Overview Document Title: MeteringOverviewBPM for Metering2203Written description of the resource's metering scheme. Allows engineers to validate meter setup and site layout per the IFC drawings. Please submit to [email protected]/A unless specifically requested from Meter EngineeringN/A unless specifically requested from Meter EngineeringN/A unless specifically requested from Meter EngineeringN/A unless specifically requested from Meter EngineeringN/A unless specifically requested from Meter EngineeringN/A unless specifically requested from Meter EngineeringN/A unless specifically requested from Meter EngineeringN/A unless specifically requested from Meter EngineeringN/A unless specifically requested from Meter EngineeringExecuted Two-Party Generator Interconnection Agreement (SGIA or LGIA) with Participating Transmission Owner (PTO) Document Title: IA2203If the resource is distribution-connected, then the agreement will not include CAISO as a signatory, but a copy of this agreement will need to be submitted to NRI. Please also provide a copy of the facility study report with the agreement. If the resource has a 3-party agreement with CAISO, this requirement does not apply.RequiredRequiredRequiredRequiredRequiredLetter of Intent in lieu of Interconnection AgreementRequiredRequiredN/ANetwork Application InformationDocument Title: NetAppInfo (See Guide Above)2203This simple Word document should identify the specific bay or bank the project will connect to at the CAISO controlled substation. If the resource is connecting to a new PTO substation, the substation name needs to be specified. Please see the NRI for detailed requirements.RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredN/A3 Line - IFC Electrical DrawingDocument Title: 3LD (See Guide Above)BPM for Metering2203Metering system 3-line diagramRequiredRequiredRequiredRequiredRequiredN/ARequiredRequiredRequired if moving the meter from its current locationCommunication Block DiagramDocument Title: CommBlock (See Guide Above)BPM for Direct Telemetry2203Communication Block Diagram for both metering and telemetry.RequiredRequiredRequiredRequiredRequiredN/ARequiredRequiredN/ATurbine coordinatesDocument Title: TurbineCoords Resource ID (See Guide Above)2203Excel spreadsheet listing all turbine locations by longitude and latitude in the format of degrees/decimals using WGS84 geodetic datum only.RequiredRequiredN/AN/AN/ARequired for WindN/ARequired for WindN/ARIG Details: AT&T IP or ISP static address Document Title: RIGDetails (See Guide Above)BPM for Direct TelemetryRemote Intelligent Gateway Detail2203Critical Path Item (Do this early!) Obtaining the AT&T IP or ISP Static Address may take 3 months or more in some cases. Owner must place the order with Sonia Fernandez at (916) 972-3734, [email protected]. Once received, please submit to [email protected]/ARequiredRequiredN/AGenerator Dynamic Model fileDocument Title: DYNGEN2203InterconnectionCustomer must submit a dynamic data modeling (*.dyd) file used on GE-PSLF software. ISO reviews the correct dynamic modeling is used. The format tool is from the GE-PSLF PSLF MODELS LIST BY TYPE Users Manual.N/ARequiredN/ARequiredRequiredN/AN/AN/AN/AGenerator Positive Sequence Load Flow DataDocument Title: PSLF or EPCL2203Interconnection Customer must submit PSLF data to the CAISO for modeling of a particular project. EPC may be provided in place of a PLSF. If it is not possible to produce and EPC or PSLF, refer to Appendix A in the new resource implementation guide. Additionally, the ISO does not accept PSSE files in place of a PSLF.N/ARequiredN/ARequiredRequiredN/AN/AN/AN/AResource owner recieves the RIG Database spreadsheet of required telemetry points**BPM for Direct TelemetryN/ACAISO RIG engineers will initiate the first draft after the receipt and approval of all required documentation.For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **ICCP data point starting tag
EMS approval requiredFor Telemetry Only **Either ICCP or RIG RequiredN/AInitiate CAISO Regulatory Contract(s) by submitting Information Request Sheet(s) to [email protected] Contracts3105Follow the link provided. Under Contracts and Agreements --> Pro forma agreement and associated documentation --> Pro forma agreements choose the appropriate Information Request Sheet(s) to complete. Questions related to the types of contracts appropriate for a project should be directed to RegulatoryContracts@caiso.com.RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredModify schedule 1 of Meter Service Agreement (MSA)Topographical Map Document Title: TopoMap ResourceID (See Guide Above)Tariff Appendix Q3105A wind Eligible Intermittent Resource must submit a topographical map that illustrates the location and height for each wind turbine within a wind park. The map must identify all meteorological stations and turbine location by latitude and longitude and should be in degrees/decimals using WGS84 geodetic datum only.RequiredRequiredN/ARequiredN/ARequired for Wind or SolarN/ARequired for Wind or SolarN/ASite Information FormDocument Title: SiteInfo Resource ID (See Guide Above)Tariff Appendix QSolar Site Information/Wind Site Information form can be found under Bucket 2 of the NRI website3105For plant location, the Eligible Intermittent Resource must use latitude and Longitude expressed in degrees/decimals using WGS84 geodetic datum only. Supplemental information may be required if the information provided on the information sheet is insufficient to generate a forecast.RequiredRequiredN/ARequiredN/ARequired for Wind or SolarN/ARequired for Wind or SolarN/AISO Meter Configuration Worksheet Document Title: MeterConfig [MeterDeviceID] (See Guide Above)Meter Configuration Worksheet3105The purpose of the ISO Configuration Worksheet is to allow the Metering group to set-up the meter configuration in MV90 and communicate with the meter. Please note that the Site Owner is responsible for the accuracy of the information on this form.RequiredRequiredRequiredRequiredRequiredN/ARequiredRequiredRequiredGenerator Resource Data Template (GRDT) - Initial Version for FNM TestingDocument Title: InitialGRDT (See Guide Above)Generator Resource Data Template Version 8.03105Must be submitted for the testing phase of the FNM build processRequired if changing SCRequiredRequired if changing SCRequiredRequiredRequiredRequiredRequiredN/AGenerator Resource Data Template (GRDT) - Final VersionDocument Title: FinalGRDT (See Guide Above)Generator Resource Data Template Version 8.0430Scheduling Coordinator should review and submit the final version of the GRDT on behalf of the legal owner/developer. Please send to [email protected] if changing SCRequiredRequired if changing SCRequiredRequiredRequiredRequiredRequiredN/ARegulatory Contracts Executed430Regulatory contracts must be fully executed by the Bucket 4 deadline. The NRI team cannot proceed with creating the Scheduling Coordinator (SC) Association without these agreements executed.RequiredRequiredRequiredRequiredRequiredApplicable Contracts ExecutedRequiredApplicable Contracts ExecutedModify schedule 1 of Meter Service Agreement (MSA)Participating Intermittent Resource (PIR) DocumentationDocument Title - Letter of Intent: PIRPLOI (See Guide Above)Document Title- CECPreCert (See Guide Above)BPM for Market OperationsForm of Letter of Intent (LOI) to become a Participant430Participation in PIRP requires the following documentation: Form Letter of Intent and the CEC Pre-Certification for Renewable Portfolio. PIR Certification will require a minimum evaluation period consisting of 60 days with high quality data beginning three business days after the project has achieved COD and been setup in CAISO systems as an EIR. Projects that have a phased implementation schedule in their Generator Interconnection Agreement must be pre-approved by the CAISO to begin the PIR evaluation prior to 100 percent of the resource being commercial. A request for PIR Certification must be submitted by the generator owner and approved by the CAISO during the planning stage (prior to project design or contract execution) in order for the PIR Certification evaluation to occur prior to 100% of project capacity achieving COD. The CAISO will review and approve such requests on a case-by-case basis and will require the phasing proposal 1) to align with the interconnections studies and analysis conducted and 2) to be reflected in applicable interconnection documents. For the CEC Pre-Certification please visit the following website: http://www.energy.ca.gov/renewables/index.htmlRequired if participating in PIRRequired if participating in PIRN/ARequired if participating in PIRN/ARequired if participating in PIR for Wind or SolarN/ARequired if participating in PIR for Wind or SolarN/AControl and Protection DocumentationDocument Title: ControlProtection (See Guide Above)430Control & Protection for high voltage bus, generators and generator step up transformers; one-line showing relaying/metering, CT/PT; a complete list of relay settings, including selected CT and PT ratios, frequency set points if used; and a copy of relay Certified Test Reports after relay settings have been approved.Grid connected, 75 MW or greater for windGrid connected, 75 MW or greater for windGrid connected, 10 MW or greaterGrid connected, 10 MW or greaterGrid connected, 10 MW or greaterN/AGrid connected, 10 MW or greaterRequiredN/ANew Scheduling Coordinator Selection LetterDocument Title: SCSelection (See Guide Above)New Generator Resource Scheduling Coordinator Selection430Effective date of assignment must match that in the SC Acceptance letter. SC Association will not be made effective until all other requirements (metering, telemetry, contracts) are fulfilled. The association process takes 5-11 business days to complete.Required if changing SCRequiredRequired if changing SCRequiredRequiredRequired for new participating generatorsRequiredRequired for new participating generatorsN/ANew Scheduling Coordinator Acceptance LetterDocument Title: SCAcceptance (See Guide Above)New Generator Resource Scheduling Coordinator Acceptance430Effective date of assignment must match that in the SC Selection letter. SC Association will not be made effective until all other requirements (metering, telemetry, contracts) are fulfilled. The association process takes 5-11 business days to completeRequired if changing SCRequiredRequired if changing SCRequiredRequiredRequired for new participating generatorsRequiredRequired for new participating generatorsN/ASubmit updated Project Details form to [email protected] with Scheduling Coordinator's contact information fully completed430Complete the Scheduling Coordinator (SC) Information section on page 2. Make sure to have "SC Contact Information" in the subject line.RequiredRequiredRequiredRequiredRequiredRequired for new participating generatorsRequiredRequired for new participating generatorsN/AControl Room Info - 24/7 contact informationDocument Title: 24HourContact (See Guide Above)Remote Intelligent Gateway Site Contact Information430The primary contact should be available 24/7 and have access to or be able to obtain real-time information on the output or status of the resource(s) being monitored by the RIG. If there is a RIG telemetry failure, this contact may be required to report specified changes in the output of the resource(s) until the problem is resolved. Additional contacts desired would have the ability to troubleshoot RIG related issues or coordinate RIG related work (e.g. SCADA specialist, plant manager).RequiredRequiredRequiredRequiredFor Telemetry Only **RequiredRequiredRequiredN/ADevice Certificate Request Form for RIGsDevice Certificate Request Form430Email to [email protected] with the Certificate Signing Request (CSR) file. Allow 10 business days to complete the request.For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **N/AFor Telemetry Only **Required if Pseudo Tie resource and using a RIGN/AEmail notification from resource owner stating site has witnessed and approved of the RIG and Metering pretesting.
Email Subject Line example: 14GEN1234 RIG Pretesting NotificationBPM for Direct Telemetry430This should be completed prior to scheduling any telemetry testing with ISO. The electrical contractor & telemetry engineering company should perform the pretesting.For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **N/AFor Telemetry Only **Required if Pseudo Tie resource and using a RIGN/ACall or email RIG Engineers to schedule CAISO point-to-point and/or meter testingBPM for Direct Telemetry4At LEAST 30 days before synchronization/QF conversionScheduling is done by the telemetry engineering firm after the basic health check of the database points is completed internally. Provide a minimum of 30 business days lead time on scheduling testing. Please call (916) 351-2442 or email [email protected] to schedule.For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **N/AFor Telemetry Only **Required if Pseudo Tie resource and using a RIGN/ACPS Subscriber Agreement for Remote Intelligent GatewaysDocument Title: CPSAgreement (See Guide Above)BPM for Direct TelemetryCPS Subscriber Agreement for Remote Intelligent Gateways430This document describes the obligations of the Subscriber to the CAISO (the Certification Authority).For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **N/AFor Telemetry Only **Required if Pseudo Tie resource and using a RIGN/ANetwork Connectivity Security Requirements and Agreement Document Title: ECNAgreement (See Guide Above)CAISO Information Security Requirements for the Energy Communication NetworkNetwork Connectivity Security Requirements and Agreement430Please read and understand the security requirements for the ECN protected network. Must be signed before meter is configured in the Meter Data Acquisition System (MDAS). Must be signed before Telemetry testing with CAISO.For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **N/AFor Telemetry Only **Required if Pseudo Tie resource and using a RIGN/AMetering and Telemetry testing completedBPM for Direct Telemetry510The telemetry and metering end-to-end testing must be completed. This will include a preliminary validation of the meter data. A final validation of metering and telemetry data will be completed after synchronization using live data.RequiredRequiredRequiredRequiredRequiredN/ARequiredRequired if Pseudo Tie resource and using a RIGRequiredRIG resource site narrative document Document Title: RIGNarrative (See Guide Above)BPM for Direct Telemetry510Please see section 10.13 in the BPM for Direct Telemetry. Submit to [email protected] Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **For Telemetry Only **N/AFor Telemetry Only **Required if Pseudo Tie resource and using a RIGN/AInterconnection Approval Letter from PTO for Initial SynchronizationDocument Title: PTO Sync Approval (See Guide Above)510Letter of approval from the respective PTO notifying the ISO that all required transmission facilities have been completed and tested.N/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/ARequest for initial synchronization/Request for QF conversion email to [email protected] email notification must be sent to the ISO prior to initial synchronization/QF conversion and serves as a reminder for the team to do a final check of all requirements and to submit the project package for system operations approval. Subject line shall include your ISO project number and read: Request for Initial Synchronization OR Request for QF ConversionN/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/ATest Energy ScheduleTest Energy Schedule Procedure for Scheduling Coordinators510Please refer to the CAISO operating procedure 5320 Resource Trial Operations and Test Energy Process.N/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/ACAISO initial synchronization approval email to commence Trial Operations61 day prior to syncAll of the above requirements must be met prior to the approval of the resource to ISO System Operations. The resource owner will receive an email notification that the resource is approved.N/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/A24 Hour Notice of Initial Synchronization by phone to CAISO Outage Management61 day prior to syncScheduling Coordinator to contact ISO Outage Management Monday-Friday 7AM-3:30PM PST at (916) 351-2241N/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/ACall CAISO Real-Time Gen Desk Immediately before synchronization for approval6Immediately prior to syncScheduling Coordinator to contact ISO Real-Time Generation Desk at (916) 351-2488 for initial and all subsequent synchronizations.N/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/AFinal Metering Package, including:BPM for MeteringMetering Documentation6Must be ISO approved 5 business days before COD/QF ConversionIt is the generation owner's responsibility to ensure that CAISO receives the complete set of metering documentation. The final metering package includes the completed CAISO metering certification form(s), metering calculations worksheet, compensation calculations to the POR, and the meter programs. CAISO must approve the installation/documentation prior to initial synchronization.RequiredRequiredRequiredRequiredRequiredN/ARequiredRequiredRequiredCAISO Metering Certification FormDocument Title: MeterCert [Meter Device ID] (See Guide Above)Metering Calculations Worksheet (If applicable)Document Title: MeterCalc (See Guide Above)OptionalOptionalOptionalOptionalOptionalN/AOptionalOptionalOptionalCompensation Calculations to the POR (If applicable)Document Title: PORCalc [Meter Device ID] (See Guide Above)Required for direct connection to ISO control gridRequired for direct connection to ISO control gridRequired for direct connection to ISO control gridRequired for direct connection to ISO control gridRequired for direct connection to ISO control gridN/ARequired for direct connection to ISO control gridN/ARequired for direct connection to ISO control gridSite Verification Data Sheet (SVDS)Document Title: SVDS [Meter Device ID] (See Guide Above)BPM for Metering6Must be ISO approved 5 business days before COD/QF ConversionThe CAISO Authorized Inspector must complete a CAISO approved Site Verification Data Sheet in relation to each set of Metering Facilities that it inspects. The CAISO Authorized Inspector provides the most recent test results documenting instrument calibration results by serial number and the traceable link to the National Institute for Science and Technology (NIST). The CAISO Authorized Inspector also conducts a site verification and either performs or witnesses the performance of accuracy tests for the Metering Facility installations. Details of these verification steps can be found in the BPM for Metering in Attachment C.RequiredRequiredRequiredRequiredRequiredN/ARequiredRequiredRequiredCertificate of Compliance Issued by ISOBPM for Direct Telemetry7The ISO will issue a signed Certificate of Compliance once the metering has been validated with live data and all documentation has been approved. The certificate must be issued before declaring the resource commercial.RequiredRequiredRequiredRequiredRequiredN/ARequiredRequiredRequiredCOD (commercial operation date) Approval Letter from PTODocument Title: PTO COD Approval (See Guide Above)`75 business days before CODThis approval may be covered by the interconnection approval letter. Some transmission owners require two letters.N/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/ACOD Email from Generator Owner requesting Commercial Operations approval from CAISOEmail Subject Line: COD Request Approval For: [Complete Project Name and Project Number]75 business days before CODThis email requests that the CAISO begins the internal approval process so that the resource may commence commercial operations in five business days or more from the date the letter is received. Email subject line shall include your ISO project number and read: COD Request Approval For: [Complete Project Name and Project Number]N/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/ACOM or COD Letter from Generator Owner declaring Commercial OperationsNRI Document GuideCommercial Operation template letters. See Bucket 7 of NRI Guide.7Submitted to NRI upon receiving Notification of Commercial Operations email from NRIThis letter notifies the CAISO that the resource has completed all start up testing and is available for commercial operations.N/ARequiredN/ARequiredRequiredN/ARequiredRequired if newly constructed resourceN/A** Telemetry is required for resources 10 MW or greater and for resources 1 MW or greater that are an eligible intermittent resource (EIR) or an Ancillary Services (AS) market resource.
Form of Letter of Intent (LOI) to become a ParticipantNew Generator Resource Scheduling Coordinator SelectionNew Generator Resource Scheduling Coordinator AcceptanceRemote Intelligent Gateway DetailRemote Intelligent Gateway Site Contact InformationDevice Certificate Request FormBPM for Market OperationsBPM for MeteringBPM for MeteringTariff Appendix QBPM for Direct TelemetryBPM for Direct TelemetryBPM for Direct TelemetryBPM for Direct TelemetryBPM for Direct TelemetryBPM for MeteringBPM for Direct TelemetryBPM for MeteringNetwork Connectivity Security Requirements and AgreementNRI WebpageBPM for Direct TelemetryBPM for MeteringMetering DocumentationProject Details FormBPM for Direct TelemetryNRI Document GuideBPM for Direct TelemetryCPS Subscriber Agreement for Remote Intelligent GatewaysBPM for Direct TelemetryRegulatory ContractsMeter Configuration WorksheetGenerator Resource Data Template Version 8.0Generator Resource Data Template Version 8.0Tariff Appendix QSolar Site Information/Wind Site Information form can be found under Bucket 2 of the NRI websiteCommercial Operation template letters. See Bucket 7 of NRI Guide.Test Energy Schedule Procedure for Scheduling CoordinatorsDemand Response Resource Participating Guide
