CA RULE 21 PDFA Final Motion Settlement
Contents
1. a4 Vote Solar Motion at 2 2 Id at 3 28 Id SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 15 APPENDIX A PG amp E WDATs Subsection F 3 d contains detailed provisions that address 1 an initial scoping meeting 2 timing of interconnection system impact study results 3 an interconnection system impact study results meeting 4 initial posting of interconnection financial security 5 the ability to make modifications to an interconnection request during the study process and the impact of such modifications on an applicant s interconnection queue position 6 the scope and purpose of the interconnection facility study and study deposit 7 waiver of the interconnection facilities study 8 timing of the interconnection facilities study 9 the interconnection facility study results meeting and 10 the second and third postings of interconnection financial security Incorporating these provisions from the IOU WDATs will help maintain consistency in Commission approved and FERC approved interconnection detailed study processes Subsection F 3 e Generator Interconnection Agreement establishes a process for the tender and negotiation of a generator interconnection agreement upon completion of Detailed Study Subsection F 3 e also addresses extensions of commercial operation dates identified during the interconnection process Subsection F 3 f Engineering amp Procurement Agreement establishes an optional process that2. cece ee eeeneee cette ee eeeeeteeeeeeeeeeeteeennnaneeeeeees 34 F Review Process For Interconnection REquests cccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeeees 36 1 Overview of the Interconnection Review Process cccccceeeeeeeeeeneeeeeeeeeeeeeeeeesenneeeeeeers 36 a Valid Interconnection Request ccccccccesseeeeeeeeeeeeeeeaeeeaeeeeeecsaeaaeeeeeeseeseaansaeeeeeees 36 b Fast Track REVIEW a roresterdcrstemaristgocnadtangdcoansegncnausteithcond gaga g igi 36 Detailed Studies espro necia e ae a a E RE TEN RREN 37 d Compliance with Timelines sssccscncsisieicaipiaatuiniwisaadiisasdaasaadnivanieinavinaaticaverseanieigeainadaatias 37 Revised Rule 21 Tariff 2 Fast Track Interconnection Review Process senenn 38 n Mitia RNS Sac cacao canes ae eda sence EEEE EASE 38 b Optional Initial Review Results Meeting ccceeeceeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeeenneeeeeeees 39 C Supplemental ROVIGW siscicsccustcsisvsasnaihcoaaxaiarsianaih cans EEE EERE EER TR 39 d Optional Supplemental Review Results Meeting 0 eeeeeseeeeeeeeeeseeeeeeeeeeees 40 e Execution of the Generator Interconnection Agreement ceceeeeeeeeeeeeenteeeeeeees 41 3 Detailed Study Interconnection Review Process ccccceeeeeeeeeseeeeeeeeeeeeeeeeeeesaaaes 42 a Detailed Study Track Selection Process 0 cccceeseeeccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeneeaaees 42 b Distribut
3. The Settlement Agreement highlights cost certainty as a high Phase 2 priority More specifically it states the key cost certainty issues are 1 the variability of potential costs and 2 the potentially lengthy time frame before final costs are known including the fact that the Revised Tariff allows the developer to execute an interconnection agreement and get 9925 interconnected before having a final cost estimate The Settlement Agreement further Id Article II D and Attachment B Motion of the Vote Solar Initiative to Adopt an Interim Procedure R 11 09 011 March 1 2012 Vote Solar Motion Settlement Agreement Article II H Id 24 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 7 recommends that the Commission conclude Phase 2 as expeditiously as possible ideally within nine months of its commencement C Coordination with the Federal Energy Regulatory Commission The Revised Tariff and Standardized Forms may require the IOUs to revise their FERC jurisdictional wholesale interconnection tariffs WDATs to accommodate applicants that are studied in the transmission cluster study process and choose a CPUC jurisdictional interconnection agreement If necessary the IOUs will seek approval at FERC of the required WDAT revisions upon the Commission s adoption of the Settlement Agreement Joint Settlement Parties agree to support or not object to these IOU filings at FERC D Reporting
4. Hm OMmMOOW gt Inverter Manufacturer and Model Number of Inverters Nameplate Rating AC each inverter kW Nameplate Voltage Rating AC kV Maximum AC line current Amps Nameplate Power Factor Rating AC Please attach capability curve describing reactive power or power factor range from no output to full rated output Inverter control mode e g voltage power factor reactive power Short Circuit Characteristics Applicant to provide technical data related to the short circuit characteristics of proposed inverter based generation systems For example the applicant can provide a sinusoidal waveform test data showing faulted condition at the AC side of the inverter for a three phase and single line to ground fault Harmonics Characteristics 1 Inverter switching frequency 2 Harmonic characteristics for each unit up to switching frequency 3 Harmonic characteristics for aggregate generation facility K Inverter disconnection characteristics Applicant to provide voltage sinusoidal waveform test data which shows the voltage characteristics during disconnection of inverter system from distribution system at 100 and at 50 of rated output Distribution Provider may require testing verification of voltage and harmonic performance during commissioning test of the inverter based generation systems Step Up Transformer Data For each step up transformer e g main step up transformers padmount transformer
5. PPA entered into pursuant to the Public Utility Regulatory Policies Act of 1978 PURPA or WHEREAS the basis for the Parties entering into this Agreement is Insert Description or N A THEREFORE in consideration of the mutual covenants set forth herein the Parties agree as follows Article 1 Scope and Limitations of Agreement 1 1 1 2 1 3 1 4 1 5 Applicability This Agreement shall be used for an interconnection governed by the Distribution Provider s California Public Utilities Commission CPUC approved Electric Rule 21 Rule 21 of a Generating Facility that sells all of its exports to the grid to the Distribution Provider This Agreement is not applicable to NEM Producers Non Export Producers and non compensated exporting Producers Purpose This Agreement incorporates in its entirety the Distribution Provider s Rule 21 subject to any modifications the CPUC may direct in the exercise of its jurisdiction This Agreement governs the terms and conditions under which the Interconnection Customer s Generating Facility will interconnect with and operate in parallel with the Distribution Provider s Distribution System In the event of inconsistency between this Agreement and the terms of Rule 21 the provisions of the latter shall control No Agreement to Purchase or Deliver Power This Agreement does not constitute an agreement to purchase or deliver the Interconnection Custom
6. stand alone inverters shall not be used for Parallel Operation with Distribution Provider s Distribution or Transmission System Supplemental Generating Facility Requirements a Fault Detection A Generating Facility with an SCCR exceeding 0 1 or one that does not cease to energize Distribution Provider s Distribution or Transmission System within two seconds of the formation of an Unintended Island shall be equipped with Protective Functions designed to detect Distribution or Transmission System faults both line to line and line to ground and cease to energize Distribution Provider s Distribution or Transmission System within two seconds of the initiation of a fault b Transfer Trip For a Generating Facility that cannot detect Distribution or Transmission System faults both line to line and line to ground or the formation of an Unintended Island and cease to energize Distribution Provider s Distribution or Transmission System within two seconds Distribution Provider may require a Transfer Trip system or an equivalent Protective Function C Reclose Blocking Where the aggregate Generating Facility capacity exceeds 15 of the peak load on any automatic reclosing device Distribution Provider may require additional Protective Functions including but not limited to recluse blocking on some of the automatic reclosing devices 82 Revised Rule 21 Tariff Third Party Installations Reservation of Unused Facilities a
7. 7 17 Oct 15 2009 Application of Pacific Gas amp Electric Company to Revise Its Electric Marginal Costs Revenue Allocation and Rate Design including Real Time Pricing to Revise its Customer Energy Statements and to Seek Recovery of Incremental Expenditures D 11 12 053 2011 Cal PUC Lexis 585 106 Dec 15 2011 PG amp E Rate Case Id at 108 3 Td at 109 36 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 9 Thus the Commission in evaluating the Settlement Agreement should evaluate it as a package Each element of the Settlement Agreement is related to all others and any change to the resolution of one issue may upset the balance that the entire package represents and undermine support for the Settlement Agreement by the Joint Settlement Parties In reviewing proposed settlements the Commission generally considers 1 the risk expense complexity and duration of further litigation 2 whether the settlement negotiations were at arms length 3 whether major issues were addressed and 4 whether the parties were adequately represented Here the Joint Settlement Parties represent diverse interests and were able to make informed choices based on arms length settlement negotiations that addressed complex matters A The Settlement is Reasonable in Light of the Whole Record The Commission has found a settlement to be reasonable when parties represent a wide variety of interests affected by the settled
8. Milestone Date Responsible Party 1 2 3 4 5 6 7 8 9 10 Agreed to by For the Distribution Provider Date For the Distribution Owner If Applicable Date For the Interconnection Customer Date Attachment 5 Additional Operating Requirements for the Distribution Provider s Distribution System and Affected Systems Needed to Support the Interconnection Customer s Needs The Distribution Provider shall also provide requirements that must be met by the Interconnection Customer prior to initiating parallel operation with the Distribution Provider s Distribution System Attachment 6 Distribution Provider s Description of its Upgrades and Cost Responsibility The Distribution Provider shall describe Upgrades and provide an itemized best estimate of the cost including overheads of the Upgrades and annual operation and maintenance expenses associated with such Upgrades The Distribution Provider shall functionalize Upgrade costs and annual expenses as either transmission or distribution related RULE 21 EXPORTING GENERATING FACILITY INTERCONNECTION REQUEST Provide two copies of this completed form pursuant to Section 6 below iF The undersigned Applicant submits this request to interconnect its Generating Facility with Distribution Provider s Distribution System pursuant to Rule 21 check only one C Detailed Study Process Fast Track Process 2 This Inte
9. Notice shall be deemed properly given if delivered in person delivered by recognized national currier service or sent by first class mail postage prepaid to the person specified below If to the Interconnection Customer Interconnection Customer Attention Address City State Zip Phone Fax If to the Distribution Provider Distribution Provider Attention Address City State Zip Phone Fax 13 2 Billing and Payment Billings and payments shall be sent to the addresses set out below Interconnection Customer Attention Address City State Zip Distribution Provider Attention Address City State Zip 13 3 Alternative Forms of Notice Any notice or request required or permitted to be given by either Party to the other and not required by this Agreement to be given in writing may be so given by telephone facsimile or e mail to the telephone numbers and e mail addresses set out below If to the Interconnection Customer Interconnection Customer Attention Address City State Zip Phone Fax If to the Distribution Provider Distribution Provider Attention Address City State Zip Phone Fax 13 4 Designated Operating Representative The Parties may also designate operating representatives to conduct the communications which may be necessary or convenient
10. Since 2000 California has taken a collaborative approach to developing procedures aimed at allowing efficient interconnection and ensuring safe and reliable operation of the utility MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 2 owned distribution systems This collaborative approach known as the Rule 21 Working Group has resulted in important revisions to the IOUs distribution level interconnection tariffs over the past decade The Settlement Agreement is a continuation of these efforts that addresses technical and procedural gaps in the existing Rule 21 tariff B Rule 21 Affects the Achievement of State Policy Goals for Distribution Level Resources The existing Rule 21 tariff was last redesigned in 2000 and the primary intent at that time was to facilitate the interconnection of generating facilities that either do not export power to the utility electric distribution system or that engage in net energy metering arrangements The existing Rule 21 tariff was not designed to facilitate the interconnection of a significant volume of exporting generating facilities that participate in wholesale sales arrangements As a result the existing Rule 21 tariff has left exporting projects that seek to participate in the Commission s renewable and CHP procurement programs without an effective and transparent path to interconnect under Rule 21 Gaps in the existing Rule 21 tariff also exist for the interconnection of new technologies
11. Street Address City State Zip Code Phone Number Fax Number Email Address f Approximate location of the proposed Point of Interconnection 1 e specify distribution facility interconnection point name voltage level and the location of interconnection g Applicant Data set forth in Attachment A The Applicant shall provide to the Distribution Provider the technical data called for in Attachment A Page 2 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST AC Disconnect Switch List the AC disconnect switch that will be used at this Generating Facility enter N A if not applicable Disconnect Switch Manufacturer Disconnect Switch Model Number Disconnect Switch Rating amps 4 Application Fee or Detailed Study Deposit as specified in Rule 21 is required to complete this application Upon receipt of this Interconnection Request and Attachment A PG amp E will send a separate invoice for the applicable fee or deposit PLEASE DO NOT INCLUDE ANY CHECKS MONIES WITH THIS INTERCONNECTION REQUEST Any checks monies submitted with this IR will be returned to the sender and may result in a delay in the application process 5 Attach evidence of Site Exclusivity as specified in Rule 21 Section E 2 d as applicable and name s address es and contact information of site owner s 6 This Interconnecti
12. 12 13 1 The Distribution Provider shall have the right to review and obtain copies of Interconnection Customer s operations and maintenance records logs or other information such as unit availability maintenance outages circuit breaker operation requiring manual reset relay targets and unusual events pertaining to Interconnection Customer s Generating Facility or its interconnection with Distribution Provider s Distribution System 12 13 2 The Interconnection Customer authorizes the Distribution Provider to release to the California Energy Commission CEC the CAISO and or the CPUC information regarding the Generating Facility including the Interconnection Customer s name and location and the size location and operational characteristics of the Generating Facility as requested from time to time pursuant to the CEC s CAISO s or CPUC s rules and regulations Article 13 Notices 13 1 General Unless otherwise provided in this Agreement any written notice demand or request required or authorized in connection with this Agreement Notice shall be deemed properly given if delivered in person delivered by recognized national currier service or sent by first class mail postage prepaid to the person specified below If to the Interconnection Customer Interconnection Customer Attention Address 20 13 2 13 3 13 4 City State Zip Phone Fax If to the Distribution
13. Administrative 1 The effective date of Certification or applicable serial number range or first in series and or other proof that certification is current 2 Equipment model number s of the Certified equipment 3 The software version utilized in the equipment if applicable 4 Test procedures specified including date or revision number and 5 Laboratory accreditation by whom and to what standard Technical As appropriate 1 Device ratings kW kV Volts amps etc 2 Maximum available fault current in amps 3 In rush Current in amps 4 Trip points if factory set trip value and timing 5 Trip point and timing ranges for adjustable settings 6 Nominal power factor or range if adjustable 7 If the equipment is Certified as Non Exporting and the method used reverse power or underpower and 8 If the equipment is Certified as Non Islanding It is the responsibility of the equipment manufacturer to ensure that Certification information is made publicly available by the manufacturer the testing laboratory or by a third party b Non Certified Equipment For non Certified equipment some or all of the tests described in this Rule may be required by Distribution Provider for each Generating and or Interconnection Facility The manufacturer or a laboratory acceptable to Distribution Provider may perform these tests Test results for non Certified equipment must be submitted to Distribution Prov
14. Contracts P O Box 800 Rosemead CA 91770 Overnight address 2244 Walnut Grove Avenue Rosemead CA 91770 Representative of Applicant to contact To be completed by Applicant Name Title Company Name Street Address City State Zip Code Phone Number Fax Number Email Address If the Applicant also requests Distribution Service additional information and an additional deposit is required in accordance with Section 15 2 of the WDAT Applicant should be aware that if Applicant has not yet received Rule 21 Screen Q results from Distribution Provider by March 15th following submittal of this Interconnection Request Applicant will need to submit if Applicant voluntarily chooses to do so an Interconnection Request under Distribution Provider s FERC Wholesale Distribution 10 Access Tariff WDAT by the close of the CAISO cluster application window refer to http www caiso com docs 2002 06 11 2002061110300427214 html for the exact date in order to participate in the Transmission Cluster Study for the year An application under WDAT will not impact the results of this Rule 21 study This Interconnection Request is submitted by Legal name of Applicant By signature Name type or print Title Date Attachment A to Rule 21 Exporting Generating Facility Interconnection Request GENERATING FACILITY DATA Provide two copies of this completed form pursuant to Section 6 of
15. Facilities Study is waived Applicant withdraws the Interconnection Request or terminates the Generator Interconnection Agreement as applicable in accordance with Section F 4 e i Distribution Provider shall liquidate the Interconnection Financial Security for Network Upgrades under Section F 4 b and reimburse Applicant in an amount of i any posted amount less fifty percent 50 of the value of the posted Interconnection Financial Security for Network Upgrades with a maximum of 10 000 per requested and approved MW value of the Generating Facility Capacity at the time of withdrawal being retained by Distribution Provider or ii if the Interconnection Financial Security has been drawn down to finance Pre Construction Activities for Network Upgrades on behalf of Applicant the lesser of the remaining balance of the Interconnection Financial Security or the amount calculated under i above If Applicant has separately provided capital apart from the Interconnection Financial Security to finance Pre Construction Activities for Network Upgrades Distribution Provider will credit the capital provided as if drawn from the Interconnection Financial Security and apply ii above 2 Between One Hundred Twenty One 121 Calendar Days and After Final Interconnection Facilities Study Report and the Commencement of Construction Activities If at any time between one hundred twenty one 121 Calendar Days and after the date of issuance of the final Inte
16. In the event of a conflict between the terms of this Agreement and the terms of the Distribution Provider s Interconnection Handbook the terms in this Agreement shall govern 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 Generating Facility to the Distribution Provider s Distribution System Network Upgrades do not include Distribution Upgrades Operating Requirements Any operating and technical requirements that may be applicable Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process due to Regional Transmission Organization the CAISO balancing authority area or the Distribution Provider s requirements including those set forth in the Agreement Party or Parties The Distribution Provider Distribution Owner Interconnection Customer Producer or any combination of the above Point of Interconnection The point where the Interconnection Facilities connect with the Distribution Provider s Distribution System Reasonable Efforts With respect to an action required to be attempted or taken by a Party under the Agreement efforts that are timely and consistent with Good Utility Practice and are otherwise substantially equivalent to thos
17. PAO PIGADINDY saae a a E 8 Ne APPICaADIIY oee r a a a a aa 8 27 DENOS eae e rr ene ere Ree a erento eer fe eee A E 8 3 Applicable Codes and Standards ccsssseeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeees 8 C Definitions eee a E E ae ee eee eee 8 D General Rules Rights and Obligations sii icicciccasesncccaretcaceata iarcsatdieactaresstetaseeiesoasusassaauscuns 19 1 Authorization Required to Operates iasiicmscssictsdisnasitvicasasaddseaanwivlicasdinashoeenes 19 2 Separate Agreements Required for Other Services 0ceeeeeeeeeeseesssessesseeeeeeeees 20 3 Services Under This Tariff Limited To Interconnection ccccceeeeeeeeeetteeeeeeeeeeeeeenanees 20 4 Compliance with Laws Rules and Tariffs cccccccccsseecccceeeeeeeeseeeeeceeeeseeeeeeeceeeeeeeeaes 20 9 Design Reviews and MIS OSCHOMS coisas cece ceecdecctets ccceceeecohetedieceetetacceeeleted es beeeteneetseeeecs 20 6 Right tO ACCESS oina aE Dette Re re Pete TAEAE TAE Pret reer een Parr reer Petree 20 Fe Gonfidentiality ssie iisen a a RE A RERE 20 a SCOPE e A E E E 20 b Limitations on SCONE sce stesntecoutasiucatssntasoutosivenideoiantusienamniataconapentstacaidaioantaticnats 21 c Disclosure to Commission FERC or their respective Staff cccccccccceeeeeeseeeeeeeees 21 d Required DiSClOSULE ccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeaaeaaaeeeeeeeseseaaaeeeeeeseeaaea 22 8 Prudent Operation
18. Parallel Operation or Momentary Parallel Operation 0seeeeeseeeeeeeeeeeeeeeeees 58 6 Withdrawal eenei a a cette ec tekc E A a Se eee 59 G Engineering Review Details sissies die acess eee stoma cease seis sa ttrt deme SeaicseeeiasdeniataiccniSdesdenceeaiad 59 1e mtial REV Ww ee Se a gee ata eect retreat ec este E 62 a Screen A Is the PCC on a Networked Secondary SysteM ccceeeeceeeteeeeeeeees 62 Revised Rule 21 Tariff b Screen B Is Certified Equipment USCd cccceesesssesseesessesseeeeeeeeeeeeeeeeeesereeess 62 c Screen C Is the Starting Voltage Drop within acceptable limits ceeeeee 63 d Screen D Is the transformer or secondary conductor rating exceeded ee 63 e Screen E Does the Single Phase Generator cause unacceptable imbalance 64 f Screen F Is the Short Circuit Current Contribution Ratio within acceptable limits 64 g Screen G Is the Short Circuit Interrupting Capability Exceeded ccccccceees 64 h Screen H Is the line configuration compatible with the Interconnection type 65 i Screen l Will power be exported across the PCC esseeeeseeeeeseseeeeeeeeeeeeeeeees 66 j Screen J Is the Gross Rating of the Generating Facility 11 KVA or less 67 k Screen K Is the Generating Facility a Net Energy Metering NEM Generating Facility with nameplate capacity less than or equal to
19. Rules and Tariff Schedules Distribution Provider will report to the Commission or designated authority on a quarterly basis the rationale for requiring Net Generation Output Metering equipment in each instance along with the size and location of the facility Point of Common Coupling PCC Metering For purposes of assessing Distribution Provider s charges for retail service Producer s PCC Metering shall be reviewed by Distribution Provider and if required replaced to ensure that it will appropriately measure electric power according to the provisions of the Customer s electric service Tariff Where required the Customer s existing meter may be replaced with a bi directional meter so that power deliveries to and from Producer s site can be separately recorded Alternately Producer may at its sole option and cost require Distribution Provider to install multi metering equipment to separately record power deliveries to Distribution Provider s Distribution System and retail purchases from Distribution Provider Where necessary such PCC Metering shall be designed to prevent reverse registration Generating Facilities for Net Energy Metering under PUC sections 2827 et seq shall have metering provided pursuant to the terms of the applicable Net Energy Metering Tariff Schedule Telemetering If the nameplate rating of the Generating Facility is 1 MW or greater Telemetering equipment at the Net Generation Output Metering location
20. Supplemental Review Screens Supplemental Review screens are a new addition to the Revised Tariff Screens N Penetration Test O Power Quality and Voltage Tests and P Safety and Reliability Tests allow a distribution provider to assess projects under Fast Track review despite failure of an Initial Review screen The introduction of these new screens is intended to provide more transparency and certainty with regard to the analysis conducted in Supplemental Review At present supplemental review in the existing Rule 21 tariff is largely an internal business practice at each utility which can create cost and timing uncertainty for developers o9 FERC Small Generator Interconnection Procedures 2 2 1 5 2 2 1 8 and 2 2 1 9 August 26 2006 SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 19 APPENDIX A SUBSECTION G 3 Detailed Study Screens The three Detailed Study processes are intended to apply the most appropriate level of review based on a project s interdependencies The Detailed Study screens assess the interdependency between a project and the transmission system Screen Q and between a project and other distribution level projects queued before it Screen R Projects that pass both screens will proceed through the Independent Study Process Projects that fail Screen Q will proceed to the Transmission Cluster Study Projects that fail Screen R will proceed to the Distribution Group Study SECTION H GENERATING
21. THEREFORE in consideration of the mutual covenants set forth herein the Parties agree as follows Article 1 Scope and Limitations of Agreement 1 1 1 2 1 3 1 4 1 5 Applicability This Agreement shall be used for an interconnection governed by the Distribution Provider s California Public Utilities Commission CPUC approved Electric Rule 21 Rule 21 of a Generating Facility that sells all of its exports to the grid to the Distribution Provider This Agreement is not applicable to NEM Producers Non Export Producers and non compensated exporting Producers Purpose This Agreement incorporates in its entirety the Distribution Provider s Rule 21 subject to any modifications the CPUC may direct in the exercise of its jurisdiction This Agreement governs the terms and conditions under which the Interconnection Customer s Generating Facility will interconnect with and operate in parallel with the Distribution Provider s Distribution System In the event of inconsistency between this Agreement and the terms of Rule 21 the provisions of the latter shall control No Agreement to Purchase or Deliver Power This Agreement does not constitute an agreement to purchase or deliver the Interconnection Customer s power The purchase or delivery of power and other services that the Interconnection Customer may require will be covered under separate agreements if any The Interconnection Customer will be responsible for se
22. any curtailment order regulation or restriction imposed by governmental military or lawfully established civilian authorities or any other cause beyond the reasonable control of the Distribution Provider or Interconnection Customer which could not be avoided through the exercise of Good Utility Practice An Uncontrollable Force Event does not include an act of negligence or intentional wrongdoing by the Party claiming Uncontrollable Force 7 5 2 If an Uncontrollable Force Event prevents a Party from fulfilling any obligations under this Agreement the Party affected by the Uncontrollable Force Event Affected Party shall promptly notify the other Party either in writing or via the telephone of the existence of the Uncontrollable Force Event The notification must specify in reasonable detail the circumstances of the Uncontrollable Force Event its expected duration and the steps that the Affected Party is taking to mitigate the effects of the event on its performance The Affected Party shall keep the other Party informed on a continuing basis of developments relating to the Uncontrollable Force Event until the event ends The Affected Party will be entitled to suspend or modify its performance of obligations under this Agreement other than the obligation to make payments only to the extent that the effect of the Uncontrollable Force Event cannot be mitigated by the use of Reasonable Efforts The Affected Party will use Reasonable Efforts to r
23. completed and issued this Interconnection Facilities Study 9 If applicable where no Distribution Upgrades and or Network Upgrades are identified and upon the posting by the Applicant of the initial Interconnection Financial Security deposit whether Distribution Provider completed an Interconnection Facilities Study within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Calendar Days Business Days before the Distribution Provider completed and issued this Interconnection Facilities Study ATTACHMENT B Recommended Scope of Phase 2 Issues Telemetering other metering requirements Reconsideration of technical limits within Rule 21 Fast Track size limits 15 screen development of further objective criteria Cost allocation and certainty issues including but not limited to earlier cost certainty cost averaging cost sharing distribution system upgrades appropriate for rate based support data reporting to improve cost predictability cost assignment of planned distribution system upgrades curtailment as a method of avoiding triggered upgrades development of an online portal for applying for a Pre Application Report Study Deposits pursuant to which the IOUs shall collect and provide data on the actual cost of system impact studies and facilities studies The Distribution Group Study Process Reconsideration of timelines timeline compliance and timeline remedies in t
24. s Distribution or Transmission System and that a Generating Facility will cease providing power to Distribution Provider s Distribution or Transmission System under abnormal conditions The tests were developed assuming a low level of Generating Facility penetration or number of connections to Distribution Provider s Distribution or Transmission System At high levels of Generating Facility penetration additional requirements and corresponding test procedures may need to be defined Section L also provides criteria for Certifying Generators or inverters Once a Generator or inverter has been Certified per this Rule it may be considered suitable for Interconnection with Distribution Provider s Distribution or Transmission System Subject to the exceptions described in Section L Distribution Provider will not repeat the design review or require retesting of such Certified Equipment It should be noted that the Certification process is intended to facilitate Generating Facilities Interconnections Certification is not a prerequisite to interconnect a Generating Facility The revisions made to this Rule relative to IEEE 1547 2003 has resulted in changes in set points test criteria test procedures and other requirements that will impact previously certified or listed equipment as well as equipment currently under evaluation These changes were made to provide consistency with IEEE 1547 Equipment that is certified or that has been submitte
25. such as energy storage Order Instituting Rulemaking 11 09 011 OIR acknowledges that the lack of effective and transparent interconnection procedures will only become more acute as the Commission fully implements California s renewable and CHP programs The OIR aims to address the key policy and technical issues essential to i See D 00 12 037 December 21 2000 adopting a revised Rule 21 that was written by a working committee comprised of representatives from intervenor parties the IOUs the California Energy Commission and the CPUC 4 See id j Order Instituting Rulemaking 11 09 011 at 2 4 September 22 2011 OIR g Id at 2 f Id at 5 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 3 timely non discriminatory cost effective and transparent interconnection to the distribution system The Settlement Agreement responds squarely to these directives C Description of the Settlement Process In August 2011 the Commission initiated an effort to reach settlement on distribution level interconnection issues The settlement effort emerged from two Rule 21 Working Group meetings on April 29 and August 19 2011 At the latter meeting CPUC Staff and counsel encouraged parties to enter settlement negotiations to reach consensus on needed modifications more efficiently and with reduced risk of litigation Consistent with Rule 12 1 b on August 23 2011 Commission Staff provided notice of the settlement negotia
26. unless the provisions of article 3 4 1 apply Modification of the Generating Facility The Interconnection Customer must receive written authorization from the Distribution Provider before making any change to the Generating Facility that may have a material impact on the safety or reliability of the Distribution System and or the Transmission System Such authorization shall not be unreasonably withheld Modifications shall be done in accordance with Good Utility Practice If the Interconnection Customer makes such modification without the Distribution Provider s prior written authorization the latter shall have the right to temporarily disconnect the Generating Facility Reconnection The Parties shall cooperate with each other to restore the Generating Facility Interconnection Facilities and the Distribution Provider s Distribution System and or Transmission System to their normal operating state as soon as reasonably practicable following a temporary disconnection Article 4 Cost Responsibility for Interconnection Facilities and Distribution Upgrades 4 1 Interconnection Facilities 4 1 1 The Interconnection Customer shall pay for the cost of the Interconnection Facilities itemized in Attachment 2 of this Agreement The Distribution Provider shall provide a best estimate cost including overheads for the purchase and construction of its Interconnection Facilities and provide a detailed itemization of 4 2 such costs Costs a
27. 7 Assignment Liability Indemnity Uncontrollable Force Consequential Damages and Default 7 1 Assignment 7 2 Limitation of Liability 7 3 Indemnity 7 4 Consequential Damages 7 5 Uncontrollable Force 7 6 Default Article 8 Insurance 8 1 General Liability and Additional Insurance 8 2 Maintenance of Insurance 8 3 Notification Article 9 Confidentiality 9 1 Definition of Confidential Information Article 10 Disputes 10 1 Dispute Resolution Article 11 Taxes 11 1 Applicable Tax Laws and Regulations 11 2 Maintenance of Tax Status Article 12 Miscellaneous 12 1 Governing Law Regulatory Authority and Rules 12 2 Amendment 12 3 No Third Party Beneficiaries 12 4 Waiver 12 5 Entire Agreement 12 6 Multiple Counterparts 12 7 No Partnership 12 8 Severability 12 9 Security Arrangements 12 10 Environmental Releases 12 11 Subcontractors 12 12 CPUC Modification 12 13 Review of Records and Data Article 13 Notices 13 1 General 13 2 Billing and Payment 13 3 Alternative Forms of Notice 13 4 Designated Operating Representative 13 5 Changes to the Notice Information Article 14 Signatures Attachment 1 Glossary of Terms Attachment 2 Description and Costs of the Generating Facility Interconnection Facilities and Metering Equipment Attachment 3 One line Diagram Depicting the Generating Facility Interconnection Facilities Metering Equipment and Upgrades Att
28. AC Alternator Exciter with non controlled diode rectifiers The regulator power source is independent of the generator terminal voltage and current not bus fed 5 Rotating AC Alternator Exciter with controlled thyristor rectifiers The regulator power source is fed from the exciter output voltage 6 Rotating AC Alternator Exciter with controlled thyristor rectifiers 7 Static Exciter with controlled thyristor rectifiers The regulator power Page 6 3C 3D w oo eC source is bus fed from the generator terminal voltage 8 Static Exciter with controlled thyristor rectifiers The regulator power source is bus fed from a combination of generator terminal voltage and current compound source controlled rectifiers system 9 Other specify Attach a copy of the block diagram of the excitation system from its instruction manual The diagram should show the input output and all feedback loops of the excitation system Excitation system response ratio ASA Full load rated exciter output voltage Maximum exciter output voltage ceiling voltage Other comments regarding the excitation system Power System Stabilizer Information Please repeat the following for each generator 30 MW or larger A B C Manufacturer Is the PSS digital or analog Note the input signal source for the PSS Bus frequency Shaft speed Bus Voltage Other specify source Please attach a copy of a block
29. Any notice or request required or permitted to be given by either Party to the other and not required by this Agreement to be given in writing may be so given by telephone facsimile or e mail to the telephone numbers and e mail addresses set out below If to the Interconnection Customer Interconnection Customer Attention Address City State Zip Phone Fax If to the Distribution Provider Distribution Provider Attention Address City State Zip Phone Fax 13 4 Designated Operating Representative The Parties may also designate operating representatives to conduct the communications which may be necessary or convenient for the administration of this Agreement This Page 22 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process person will also serve as the point of contact with respect to operations and maintenance of the Party s facilities Interconnection Customer s Operating Representative Interconnection Customer Attention Address City State Zip Phone Fax Distribution Provider s Operating Representative Distribution Provider Attention Address City State Zip Phone Fax 13 5 Changes to the Notice Information Either Party
30. CURRENT 100 Voltage 110 Voltage Supply copy of nameplate and manufacturer s test report when available Page 13 ATTACHMENT B Recommended Scope of Phase 2 Issues Telemetering other metering requirements Reconsideration of technical limits within Rule 21 Fast Track size limits 15 screen development of further objective criteria Cost allocation and certainty issues including but not limited to earlier cost certainty cost averaging cost sharing distribution system upgrades appropriate for rate based support data reporting to improve cost predictability cost assignment of planned distribution system upgrades curtailment as a method of avoiding triggered upgrades development of an online portal for applying for a Pre Application Report Study Deposits pursuant to which the IOUs shall collect and provide data on the actual cost of system impact studies and facilities studies The Distribution Group Study Process Reconsideration of timelines timeline compliance and timeline remedies in the Revised Rule 21 Tariff if and only if a party reasonably establishes the need for reconsideration ATTACHMENT C Minimum Engineering Review Data to be Included in the Reporting Proposal Identification of the engineering analysis results for each Interconnection Request as follows l Whether the Interconnection Request passed Initial Review and if not which screen or screens caused the Interconnection Request to be evalu
31. Cluster Study Process Independent Study Process or Distribution Cluster Study Process is indicated If subject to review under Screen Q and or R and upon validation of the Interconnection Request and receipt of appropriate study fees from the Applicant whether the Distribution Provider completed this Screen Q and or R analysis within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Business Days before the Distribution Provider completed this Screen Q and or R analysis and notified the Applicant of the results of the Screen Q and or R analysis If applicable and after the execution of an Independent Study Process Study Agreement whether the Distribution Provider completed an Interconnection System Impact Study within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Calendar Days Business Days before the Distribution Provider completed and issued this Interconnection System Impact Study 8 If applicable where Distribution Upgrades or Network Upgrades are identified and upon the posting by the Applicant of the initial Interconnection Financial Security deposit whether Distribution Provider completed an Interconnection Facilities Study within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Calendar Days Business Days before the Distribution Provider
32. Cost Cost Facility Facility YES NO YES NO YES NO YES NO YES NO NEM Non NEM x X X x x NEM NEM X X X X X Non NEM NEM x X X X xX Simultaneous NEM and a Non NEM X X X a a Proration will be based upon the annual expected energy output kWh derived from the nameplate of the Generator s modified by technology specific capacity availability factors of all NEM eligible versus non NEM eligible Generators for the costs that cannot be clearly assigned to either type of tariff b Change of operation of a non NEM eligible Generator at any time to export is treated as a simultaneous NEM and non NEM Interconnection Request resulting in associated costs being allocated to Producer 32 Revised Rule 21 Tariff Interconnection Request Validation and Assignment of Queue Position Any Applicant for Interconnection to Distribution Provider s Distribution or Transmission System must submit a complete and valid Interconnection Request An Interconnection Request will be considered complete and valid when all items required for an Interconnection Request have been received by Distribution Provider and deemed valid by Distribution Provider a Acknowledgement of Interconnection Request Distribution Provider shall provide a first written notification to the Interconnection Customer within ten 10 Business Days of receipt of the Interconnection Request which notice shall state whether the Interconnec
33. Current Test In Service Date The estimated date upon which Applicant reasonably expects it will be ready to begin use of Distribution Provider s Interconnection Facilities Interconnection Interconnected The physical connection of a Generating Facility in accordance with the requirements of this Rule so that Parallel Operation with Distribution Provider s Distribution or Transmission System can occur has occurred Interconnection Agreement See Generator Interconnection Agreement Interconnection Customer See Applicant 13 Revised Rule 21 Tariff Interconnection Facilities The electrical wires switches and related equipment that are required in addition to the facilities required to provide electric Distribution Service to a Customer to allow Interconnection Interconnection Facilities may be located on either side of the Point of Common Coupling as appropriate to their purpose and design Interconnection Facilities may be integral to a Generating Facility or provided separately Interconnection Facilities may be owned by either Producer or Distribution Provider Interconnection Facilities Study A study conducted by Distribution Provider for an Interconnection Customer under the Independent Study Process to determine a list of facilities including Distribution Provider s Interconnection Facilities Distribution Upgrades and Network Upgrades as identified in the Interconnection System Impact Study the cost of those facili
34. Customer on a need to know basis in connection with these procedures unless such person has first been advised of the confidentiality provisions of this Article and has agreed to comply with such provisions Notwithstanding the foregoing a Party providing Confidential Information to any person shall remain primarily responsible for any release of Confidential Information in contravention of this Article Rights Each Party retains all rights title and interest in the Confidential Information that each Party discloses to the other Party The disclosure by each Party to the other Party of Confidential Information shall not be deemed a waiver by either Party or any other person or entity of the right to protect the Confidential Information from public disclosure No Warranties By providing Confidential Information neither Party makes any warranties or representations as to its accuracy or completeness In addition by supplying Confidential Information neither Party obligates itself to provide any particular information or Confidential Information to the other Party nor to enter into any further agreements or proceed with any other relationship or joint venture Standard of Care Each Party shall use at least the same standard of care to protect Confidential Information it receives as it uses to protect its own Confidential Information from unauthorized disclosure publication or dissemination however in no case shall a Party use less th
35. E and SDG amp E as defined in Distribution Provider s Rule 2 Spot Network For purposes of this Rule a Spot Network is a type of distribution system found within modern commercial buildings to provide high reliability of service to a single customer Starting Voltage Drop The percentage voltage drop at a specified point resulting from In rush Current The Starting Voltage Drop can also be expressed in volts on a particular base voltage e g 6 volts on a 120 volt base yielding a 5 drop Supplemental Review See Section F 2 c System Integrity The condition under which Distribution Provider s Distribution and Transmission System is deemed safe and can reliably perform its intended functions in accordance with the safety and reliability rules of Distribution Provider Telemetering The electrical or electronic transmittal of Metering data on a real time basis to Distribution Provider Total Capacity Capacity in MW of substation area bus bank or circuit based on normal or operating ratings Transfer Trip A Protective Function that trips a Generating Facility remotely by means of an automated communications link controlled by Distribution Provider Transient Stability The ability of an electrical system to withstand disturbances Transient Stability studies are performed to ensure power system stability and are time based simulations that assess the performance of the power system during and shortly following system disturb
36. Each Party retains all rights title and interest in the Confidential Information that each Party discloses to the other Party The disclosure by each Party to the other Party of Confidential Information shall not be deemed a waiver by either Party or any other person or entity of the right to protect the Confidential Information from public disclosure 9 1 3 No Warranties By providing Confidential Information neither Party makes any warranties or representations as to its accuracy or completeness In addition by supplying Confidential Information neither Party obligates itself to provide any particular information or Confidential Information to the other Party nor to enter into any further agreements or proceed with any other relationship or joint venture 9 1 4 Standard of Care Each Party shall use at least the same standard of care to protect Confidential Information it receives as it uses to protect its own Confidential Information from unauthorized disclosure publication or dissemination however in no case shall a Party use less than reasonable care in protecting Confidential Information Each Party may use Confidential Information solely to fulfill its obligations to the other Party under this Agreement or its regulatory requirements 9 1 5 Order of Disclosure If a court or a Government Authority or entity with the right power and apparent authority to do so requests or requires either Party by subpoena oral deposition inter
37. FACILITY DESIGN AND OPERATING REQUIREMENTS Section H of the Revised Tariff contains modifications to defined terms and section references SECTION I THIRD PARTY INSTALLATIONS RESERVATION OF UNUSED FACILITIES AND REFUND OF SALVAGE VALUE Section I of the Revised Tariff contains modifications to defined terms and section references SECTION J METERING MONITORING AND TELEMETRY Section J of the Revised Tariff contains modifications to defined terms and section references SECTION K DISPUTE RESOLUTION PROCESS Section K introduces significant modifications to the interconnection dispute resolution process with the intent to simplify the process and speed the resolution of disputes Section K also contains modifications to defined terms and section references SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 20 APPENDIX A SECTION L CERTIFICATION AND TESTING CRITERIA Section L of the Revised Tariff contains modifications to defined terms and section references SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 21 APPENDIX A SUMMARY OF THE PROPOSED RULE 21 INTERCONNECTION AGREEMENTS The Settlement Agreement includes an Interconnection Agreement for each IOU that reflects the Revised Tariff s numerous and extensive modifications from the existing tariff to accommodate exporting generating facilities There is currently no general publicly available distribution level interconnection agreement for exporting gene
38. Facility s distribution transformer is single phase and connected in a line to neutral configuration then there is no concern 65 Revised Rule 21 Tariff about overvoltages to Distribution Provider s or other Customer s equipment caused by loss of system neutral grounding during the operating time of the Non Islanding Protective Function Screen I Will power be exported across the PCC e f Yes Continue to Screen J e f No then to ensure that the Generating Facility does not export across the PCC the Generating Facility must incorporate one of the following five options Following that selection Initial Review is complete Option 1 Reverse Power Protection To ensure power is never exported across the PCC a reverse power Protective Function may be provided The default setting for this Protective Function shall be 0 1 export of the service transformer s rating with a maximum 2 0 second time delay For multiple tariff interconnections refer to Section J 8 Option 2 Minimum Power Protection To ensure at least a minimum amount of power is imported across the PCC at all times and therefore that power is not exported an under power Protective Function may be provided The default setting for this Protective Function shall be 5 import of Generating Facility s total Gross Rating with a maximum 2 0 second time delay Option 3 Certified Non Islanding Protection To ensure the incidental export o
39. Generating Facilities with a Gross Nameplate Rating no larger than 3 0 MWs ona 12 kV 16 kV or 33 kV interconnection for Southern California Edison 1 5 MW on a 12 kV interconnection for San Diego Gas amp Electric and 3 0 MW on a 12 kV or higher interconnection for PG amp E are also eligible for Fast Track evaluation SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 8 APPENDIX A Exporting generating facilities that agree to the installation of approved protective devices at the applicant s cost will use the generating facility s net export capacity for purposes of determining Fast Track eligibility provided however that these applicants will be required to submit to a Supplemental Review All other generating facilities will be required to submit an application for Detailed Study Requests for a deliverability assessment to obtain resource adequacy value must proceed under a utility s WDAT Subsection E 2 c Applicant Completes an Interconnection Request incorporates provisions from existing tariff Sections C 1 b and C 2 to set forth the interconnection fees and deposit amounts that must accompany an interconnection request see discussion below regarding modifications proposed to existing study fees and deposit amounts Subsection E 2 d Site Exclusivity requires documentation of site exclusivity to be submitted with the interconnection request except for requests pertaining to NEM applicants or non export generatin
40. Interconnection Facilities Metering Equipment and Upgrades Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Attachment 4 Milestones In Service Date Critical milestones and responsibility as agreed to by the Parties Milestone Date Responsible Party 1 2 3 4 5 6 7 8 9 10 Agreed to by For the Distribution Provider Date For the Distribution Owner If Applicable Date For the Interconnection Customer Date Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Attachment 5 Additional Operating Requirements for the Distribution Provider s Distribution System and Affected Systems Needed to Support the Interconnection Customer s Needs The Distribution Provider shall also provide requirements that must be met by the Interconnection Customer prior to initiating parallel operation with the Distribution Provider s Distribution System Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Attachment 6 Distribution Provider s Description of its Upgrades and Cost Responsibility The Distribution Provider shall describe Upgrades and provide an itemized best estimate of the cost including overheads of the Upgrades and annual operation an
41. Liability Indemnity Uncontrollable Force Consequential Damages and Default 7 1 Assignment This Agreement may be assigned by either Party upon fifteen 15 Business Days prior written notice and opportunity to object by the other Party provided that 7 1 1 Either Party may assign this Agreement without the consent of the other Party to any affiliate of the assigning Party with an equal or greater credit rating and with the legal authority and operational ability to satisfy the obligations of the assigning Party under this Agreement provided that the Interconnection Customer promptly notifies the Distribution Provider of any such assignment 7 1 2 The Interconnection Customer shall have the right to assign this Agreement without the consent of the Distribution Provider for collateral security purposes to aid in providing financing for the Generating Facility provided that the Interconnection Customer will promptly notify the Distribution Provider of any such assignment 7 1 3 Any attempted assignment that violates this article is void and ineffective Assignment shall not relieve a Party of its obligations nor shall a Party s obligations be enlarged in whole or in part by reason thereof An assignee is responsible for meeting the same financial credit and insurance obligations as the Interconnection Customer Where required consent to assignment will not be unreasonably withheld conditioned or delayed 7 2 Limitation of Liabilit
42. Load Carry Capability e Network Service e Point of Common Coupling Metering e Scheduled Operation e Secondary Network e Simplified Date Interconnection SECTION D GENERAL RULES RIGHTS AND OBLIGATIONS The Revised Tariff moves existing Rule 21 Section B General Rules Rights and Obligations to Section D in the Revised Tariff Subsections D 1 6 and D 8 9 retain the content from Subsections B 1 6 and B 8 9 in the existing Rule 21 but make modifications to capitalized terms and section references to maintain consistency with revisions made elsewhere in the Revised Tariff In addition the subsection heading for Subsection D 3 has been modified to clarify that the services that may be applied for under Rule 21 are limited to interconnection services Subsection D 7 expands significantly on existing confidentiality provisions presently contained in Rule 21 to include more robust provisions that clarify what information will be considered confidential The existing Rule 21 simply states that a ny information pertaining to Generating and or Interconnection Facilities provided to the distribution provider shall be treated by the distribution provider in a confidential manner The Revised Tariff builds upon provisions from utility WDATs to more fully state 1 the scope of information that will be considered confidential 2 limitations on the scope of what is considered confidential 3 when See e g Southern California Edison Wholes
43. Local Furnishing Distribution Provider under the Internal Revenue Code Treasury Regulations and or applicable IRS rulings the Interconnection Customer will be required to pay the costs properly attributable to the proposed Interconnection of such Generating Facility The Interconnection Study shall specify and estimate the cost of all remedial measures that address the financial impacts if any on Local Furnishing Bonds that would result from an Interconnection 22 11 12 13 Revised Rule 21 Tariff Coordination with Affected Systems Distribution Provider will notify the Affected System Operators that are potentially affected by an Applicant s Interconnection Request or group of Interconnection Requests Distribution Provider will coordinate the conduct of any studies required to determine the impact of the Interconnection Request on Affected Systems with Affected System Operators and if possible include those results if available in its applicable Interconnection Study within the time frame specified in this Rule Distribution Provider will include such Affected System Operators in all meetings held with Applicant as required by this Rule Applicant will cooperate with Distribution Provider in all matters related to the conduct of studies and the determination of modifications to Affected Systems A transmission provider which may be an Affected System shall cooperate with Distribution Provider with whom interconnection has be
44. Owner or any of the affiliates or subsidiaries of either that proposes to interconnect its Generating Facility with the Distribution Provider s Distribution System The definition of Interconnection Customer in this Agreement is intended to be identical to and used interchangeably with the definition of Producer in Rule 21 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 Generating Facility and the Point of Interconnection including any modification additions or upgrades that are necessary to physically and electrically interconnect the Generating Facility to the Distribution Provider s Distribution System Interconnection Facilities are sole use facilities and shall not include Distribution Upgrades or Network Upgrades Interconnection Handbook A handbook developed by the Distribution Provider and posted on the Distribution Provider s website or otherwise made available by the Distribution Provider describing the technical and operational requirements for wholesale generators and loads connected to the Distribution System as such handbook may be modified or superseded from time to time In the event of a conflict between the terms of this Agreement and the terms of the Distribution Provider s Interconnection Handbook the terms in this Agreement
45. PUC sections 2827 2827 8 or 2827 10 are exempt from any costs associated with Distribution or Network Upgrades a Costs of Interconnection and Parallel Operation The Interconnection and Parallel Operation of a Producer may trigger the need for Interconnection Facilities Special Facilities or Added Facilities Upgrades Delivery Network Upgrades and or Reliability Network Upgrades Interconnection Facilities installed on Producer s side of the PCC may be owned operated and maintained by Producer or Distribution Provider Interconnection Facilities installed on Distribution Provider s side of the PCC and Distribution System modifications shall be owned operated and maintained only by Distribution Provider b Methodology and Timing of Cost Identification Any costs triggered by a Producer are based on Producer s unique Interconnection requirements Producer s impact on the Distribution System and or Transmission System following allocation of capacity to earlier queued interconnection requests and Producer s electrical interdependence with any earlier queued interconnection requests Earlier queued interconnection requests include interconnection requests under any applicable tariff C Timing of Cost Identification For Applicants to Fast Track Independent Study Process or Distribution Group Study Process costs may be identified during the study process or after the study process is complete and a Generator Interconnection Agre
46. Provider Distribution Provider Attention Address City State Zip Phone Fax Billing and Payment Billings and payments shall be sent to the addresses set out below Interconnection Customer Attention Address City State Zip Distribution Provider Attention Address City State Zip Alternative Forms of Notice Any notice or request required or permitted to be given by either Party to the other and not required by this Agreement to be given in writing may be so given by telephone facsimile or e mail to the telephone numbers and e mail addresses set out below If to the Interconnection Customer Interconnection Customer Attention Address City State Zip Phone Fax If to the Distribution Provider Distribution Provider Attention Address City State Zip Phone Fax Designated Operating Representative The Parties may also designate operating representatives to conduct the communications 21 which may be necessary or convenient for the administration of this Agreement This person will also serve as the point of contact with respect to operations and maintenance of the Party s facilities Interconnection Customer s Operating Representative Interconnection Customer Attention Address City State Zip Phone Fax Distribution Provider s Op
47. Provider practice absent any customer generators 63 Revised Rule 21 Tariff e f Yes fail continue to Screen E pursuant to Section G 1 a e f No pass continue to screen E Significance This screen addresses potential secondary transformer or secondary conductor overloads When Distribution Provider s analysis determines a transformer or conductor change is required Distribution Provider will furnish Applicant with an explanation of why the change is needed e Screen E Does the Single Phase Generator cause unacceptable imbalance If the proposed Generating Facility is single phase and is to be interconnected on a center tap neutral of a 240 volt service does it cause unacceptable imbalance between the two phases of the 240 volt service e If Yes fail continue to Screen F pursuant to Section G 1 a e f No pass continue to screen F Significance Generating Facilities connected to a single phase transformer with 120 240 V secondary voltage must be installed such that the aggregated gross output is as balanced as practicable between the two phases of the 240 volt service When Distribution Provider s analysis determines a transformer change is required Distribution Provider will furnish the customer with an explanation of why the change is needed f Screen F Is the Short Circuit Current Contribution Ratio within acceptable limits e If Yes pass continue to Screen G e If No fail continue to Screen G pu
48. SECTION C DEFINITIONS The Revised Tariff moves the Definitions from Section H in the existing Rule 21 to Section B in the Revised Tariff so defined terms may be more easily located at the front of the tariff The Revised Tariff includes a number of modifications to the defined terms to conform them to modifications made elsewhere in the Revised Tariff Definitions have been added for the following terms SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 2 Affected System Allocated Capacity Business Day Calendar Day Confidential Information Delivery Network Upgrades Distribution Group Study Process Electrical Independence Test Export Generating Facility Capacity Governmental Authority In Service Date APPENDIX A Affected System Operator Available Capacity CAISO Controlled Grid Commercial Operation Conservation Voltage Regulation Detailed Study Distribution Provider Energy Only Deliverability Status Exporting Generating Facilities Generator Interconnection Agreement Independent Study Process Interconnection Customer SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Affiliate Base Case CAISO Tariff Commercial Operation Date Construction Activities Dispute Resolution Distribution Upgrades Engineering and Procurement Agreement Fast Track Process Good Utility Practice Independent Study Process Study Agreement Interconnection Facilities Stu
49. System Information Please repeat the following for each generator A Indicate the Manufacturer and Type of excitation system used for the generator For exciter type please choose from 1 to 9 below or describe the specific excitation system 1 Rotating DC commutator exciter with continuously acting regulator The regulator power source is independent of the generator terminal voltage and current 2 Rotating DC commentator exciter with continuously acting regulator The regulator power source is bus fed from the generator terminal voltage 3 Rotating DC commutator exciter with non continuously acting regulator i e regulator adjustments are made in discrete increments 4 Rotating AC Alternator Exciter with non controlled diode rectifiers The regulator power source is independent of the Page 6 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST generator terminal voltage and current not bus fed 5 Rotating AC Alternator Exciter with controlled thyristor rectifiers The regulator power source is fed from the exciter output voltage 6 Rotating AC Alternator Exciter with controlled thyristor rectifiers 7 Static Exciter with controlled thyristor rectifiers The regulator power source is bus fed from the generator terminal voltage 8 Static Exciter with controlled thyristor rectifiers The regulator
50. TOPTESIS sassisisisies ana sipuitl aa e a aaa i a a aai idea ueads 95 In service TEStS aap Bae ee Ree ere ren teers et ery ery ears eet oer RAREN RALEA 95 Penodi PS UM ata cies se ctees aarti e e A aowterenir a terete 95 Type Testing Procedures Not Defined in Other Standards seseseseeeeeeeeeeeeeeees 96 Non Exporting Test ProGedures cic czianciewtncaciniteancrentedicontteameneutedieemibeuteddassiseaterentedeaeesds 96 In rush Current Test ProC dures ccccccceeeeeeeeeeeeceeeeeceeeeeeeeeaaaaaaaeeeeeeeeeeneeesesaaaaes 101 Appendix ONG ais sictansiidesinchanttanenia Sravnmnniadanancaniananeiaiaiauupiecareiaiecarsiauciareinisiamimiacaremiccas 102 Revised Rule 21 Tariff Applicability Applicability This Rule describes the Interconnection operating and Metering requirements for those Generating Facilities to be connected to Distribution Provider s Distribution System and Transmission System over which the California Public Utilities Commission Commission has jurisdiction All Generating Facilities seeking Interconnection with Distribution Provider s Transmission System shall apply to the California Independent System Operator CAISO for Interconnection and be subject to CAISO Tariff except for 1 Net Energy Metering Generating Facilities and 2 Generating Facilities that do not export to the grid or sell any exports sent to the grid Non Export Generating Facilities NEM Generating Facilities and Non Export Generat
51. This Screen does not apply to Generating Facilities with a Gross Rating of 11 kVA or less Significance If the Generating Facility passes this screen it can be expected that it will not cause any of Distribution Provider s equipment to be overstressed h Screen H Is the line configuration compatible with the Interconnection type e f Yes pass continue to Screen l e If No fail continue to Screen pursuant to Section G 1 a Note This Screen does not apply to Generating Facilities with a Gross Rating of 11 kVA or less Line Configuration Screen Identify primary distribution line configuration that will serve the Generating Facility Based on the type of Interconnection to be used for the Generating Facility determine from Table G 1 if the proposed Generating Facility passes the Screen Table G 1 Type of Interconnection Type of Interconnection Primary Distribution to be made to Line Type Configuration Primary Distribution Line Result Criteria Three phase three wire Any type Pass Screen Three phase four wire Single phase Pass Screen line to neutral Three phase four wire All others To pass aggregate For any line that has sucha Generating Facility nameplate section OR mixed three wire amp four wire rating must be less than or equal to 10 of Line Section peak load Significance If the primary distribution line serving the Generating Facility is of a three wire configuration or if the Generating
52. a non discriminatory manner to cause a material adverse effect on the security of or damage to the Distribution System the Distribution Provider s Interconnection Facilities or any Affected Systems s or 3 that in the case of the Interconnection Customer is imminently likely as determined in a non discriminatory manner to cause a material adverse effect on the security of or damage to the Generating Facility or the Interconnection Customer s Interconnection Facilities Under Emergency Conditions the Distribution Provider may immediately suspend interconnection service and temporarily disconnect the Generating Facility The Distribution Provider shall notify the Interconnection Customer promptly when it becomes aware of an Emergency Condition that may reasonably be expected to affect the Interconnection Customer s operation of the Generating Facility The Interconnection Customer shall notify the Distribution Provider promptly when it becomes aware of an Emergency Condition that may reasonably be expected to affect the Distribution Provider s Distribution System or any Affected Systems To the extent information is known the notification shall describe the Emergency Condition the extent of the damage or deficiency the expected effect on the operation of both Parties facilities and operations its anticipated duration and the necessary corrective action Routine Maintenance Construction and Repair The Distribution Provider may interru
53. a pre application report to make a generator s ability to interconnect at a certain location more predictable and it clarifies the distribution provider s responsibility to validate an interconnection request and assign a project a queue position once a request is received SUBSECTION E 1 Pre Application Report Subsection E 1 introduces into the Revised Tariff a pre application report that will allow an interested applicant to request specific pre existing data relevant to a potential point of interconnection This data is intended to help applicants assess the feasibility of cost effectively interconnecting a generating facility in a specific location prior to submitting an interconnection request SUBSECTION E 2 Interconnection Request Process Subsection E 2 contains several subsections that clarify the process of submitting an interconnection request Subsection E 2 a Applicant Initiates Contact with Distribution Provider incorporates existing Rule 21 tariff Section C 1 a making only conforming modifications to defined terms Subsection E 2 b Applicant Selects a Study Process identifies the two study processes available in the Revised Tariff Fast Track and Detailed Study and sets forth the eligibility requirements for each Specifically Non Exporting and Net Energy Metered Generating Facilities are eligible for Fast Track evaluation regardless of the Gross Nameplate Rating of the proposed Generating Facility Exporting
54. actual cost of the Distribution Upgrades including overheads shall be directly assigned to the Interconnection Customer If a proposed Interconnection of a Generating Facility would impair the tax exempt status of interest on the Local Furnishing Bonds or the deductibility of interest expense on the Local Furnishing Bonds to the Local Furnishing Distribution Provider under the Internal Revenue Code Treasury Regulations and or applicable IRS rulings the Interconnection Customer will be required to pay the costs properly attributable to the proposed Interconnection of such Generating Facility Article 5 Cost Responsibility for Network Upgrades 5 1 5 2 Applicability No portion of this Article 5 shall apply unless the interconnection of the Generating Facility requires Network Upgrades Network Upgrades The Distribution Provider or the Distribution Owner shall design procure construct install and own the Network Upgrades described in Attachment 6 of this Agreement If the Distribution Provider and the Interconnection Customer agree the Interconnection Customer may construct Network Upgrades that are located on land owned by the Interconnection Customer Unless the Distribution Provider elects to pay for Network Upgrades the actual cost of the Network Upgrades including overheads shall be borne by the Interconnection Customer unless Section 5 2 1 directs otherwise 5 2 1 Repayment of Amounts Advanced for Network Upgrades To t
55. all Attachments and any incorporated tariffs or Rules constitutes the entire agreement between the Parties with reference to the subject matter hereof and supersedes all prior and contemporaneous understandings or agreements oral or written between the Parties with respect to the subject matter of this Agreement There are no other agreements representations warranties or covenants which constitute any part of the consideration for or any condition to either Party s compliance with its obligations under this Agreement 18 12 6 12 7 12 8 12 9 12 10 12 11 Multiple Counterparts This Agreement may be executed in two or more counterparts each of which is deemed an original but all constitute one and the same instrument No Partnership This Agreement shall not be interpreted or construed to create an association joint venture agency relationship or partnership between the Parties or to impose any partnership obligation or partnership liability upon either Party Neither Party shall have any right power or authority to enter into any agreement or undertaking for or act on behalf of or to act as or be an agent or representative of or to otherwise bind the other Party Severability If any provision or portion of this Agreement shall for any reason be held or adjudged to be invalid or illegal or unenforceable by any court of competent jurisdiction or other Governmental Authority 1 such portion or provision s
56. all activities authorized by Applicant and to make advance payments or provide other satisfactory security for such costs Applicant shall pay the cost of such authorized activities and any cancellation costs for equipment that is already ordered for its interconnection which cannot be mitigated as hereafter described whether or not such items or equipment later become unnecessary If Applicant withdraws its Interconnection Request or either Applicant or Distribution Provider terminates the E amp P Agreement to the extent the equipment ordered can be canceled under reasonable terms Applicant shall be obligated to pay the associated cancellation costs To the extent that the equipment cannot be reasonably canceled Distribution Provider may elect i to take title to the equipment in which event Distribution Provider shall refund Applicant any amounts paid by Applicant for such equipment and shall pay the cost of delivery of such equipment or ii to transfer title to and deliver such equipment to Applicant in which event Applicant shall pay any unpaid balance and cost of delivery of such equipment Interconnection Financial Security a Types of Interconnection Financial Security 51 Revised Rule 21 Tariff The Interconnection Financial Security posted by an Applicant may be any combination of the following types of Interconnection Financial Security provided in favor of Distribution Provider a an irrevocable and unconditional
57. allows a distribution company and an applicant to enter into an engineering and procurement agreement that authorizes the distribution provider to begin engineering and procurement of long lead time items necessary for the establishment of an interconnection This allows the process of interconnecting a generating facility to be accelerated by providing additional certainty with regard to an applicant s cost responsibility for long lead time items procured by the distribution provider on behalf of the applicant See e g Southern California Edison Wholesale Distribution Access Tariff Attachment I 5 SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 16 APPENDIX A SUBSECTION F 4 Interconnection Financial Security Subsection F 4 establishes the financial security posting requirements of an applicant Financial security guarantees reimbursement of a distribution provider s costs associated with an interconnection Subsection F 4 a Types of Interconnection Financial Security identifies the types of interconnection financial security instruments that may be posted by an interconnection applicant Subsection F 4 b Initial Posting of Interconnection Financial Security sets forth the timeframe for the initial posting of financial security Subsections F 4 c Second Posting of Interconnection Financial Security and F 4 d Third Posting of Interconnection Financial Security set forth the timeframes for the second and third postings
58. amounts advanced for the Network Upgrades if the Interconnection Customer is entitled to a cash repayment pursuant to Article 5 2 1 Before any such reimbursement can occur the Interconnection Customer or the entity that ultimately constructs the generating facility if different is responsible for identifying the entity to which reimbursement must be made 5 3 Intentionally Omitted 10 5 4 Rights Under Other Agreements Notwithstanding any other provision of this Agreement nothing herein shall be construed as relinquishing or foreclosing any rights including but not limited to firm transmission rights capacity rights transmission congestion rights or transmission credits that the Interconnection Customer shall be entitled to now or in the future under any other agreement or tariff as a result of or otherwise associated with the transmission capacity if any created by the Network Upgrades including the right to obtain cash reimbursements or transmission credits for transmission service that is not associated with the Generating Facility Article 6 Billing Payment Milestones and Financial Security 6 1 6 2 Billing and Payment Procedures and Final Accounting 6 1 1 The Distribution Provider shall bill the Interconnection Customer for the design engineering construction and procurement costs including any applicable taxes of Interconnection Facilities and Upgrades contemplated by this Agreement on a monthl
59. and Affected System operator for Network Upgrades and no cash repayment shall be made pursuant to this Agreement 5 2 1 1 Ifthe Interconnection Customer is entitled to a cash repayment pursuant to Article 5 2 1 the Interconnection Customer the Distribution Provider and any applicable Affected System operators may adopt any alternative payment schedule that is mutually agreeable so long as the Distribution Provider and said Affected System operators take one of the following actions no later than five years from the Commercial Operation Date 1 return to the Interconnection Customer any amounts advanced for Network Upgrades not previously repaid or 2 declare in writing that the Distribution Provider or any applicable Affected System operators will continue to provide payments to the Interconnection Customer on a dollar for dollar basis for the non usage sensitive portion of transmission charges or develop an alternative schedule that is mutually agreeable and provides for the return of all amounts advanced for Network Upgrades not previously repaid however full reimbursement shall not extend beyond twenty 20 years from the commercial operation date 5 2 1 2 Ifthe Generating Facility fails to achieve commercial operation but it or another generating facility is later constructed and requires use of the Network Upgrades the Distribution Provider and Affected System operator shall at that time reimburse the Interconnection Customer for the
60. and Maintenance Required sssssssssssssssssssssssssssssssssssssssseeees 22 9 Curtailment and DISCOMMECUOIN Je cses cece ccte deed ce lec calen let anaes laseacte amen cedentcianesscckeretzeciauiehs 22 10 Local Furnishing BONAS ouisccs ce diceststanccsutadicunisy meraudedasamcrauteticrandeackrandeduxratteancencnnedbaders 22 11 Coordination with Affected Systems cccccccceeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeneeaeaeeeeeeeeeeeea 23 12 Transferability of Interconnection Request ccccceceeeeesssececeeeceeeeeeeeeeeesssaaaaeeeeees 23 13 Special Provisions Applicable to Net Energy Metered Applicants 0000seee 23 14 Compliance with Established Timelines 00 ccsseeeeeeeseseeeeeseeeeeeeeeeeeeeeeeeeeeeees 24 195 Modificatiom of Timelines seceteast ced reveceesiceecs stearate pa ENDE ereeest 24 Revised Rule 21 Tariff E Interconnection Request Submission Process ccccceeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 24 T Pre Application RED OM 4o secseesieeisad auesdedectecnaeetansaedsbadaewsadgehornacentestudeabosnacendceuudasteaeeeades 24 2 Interconnection Request Process cccccceeeeceeeeeeeeeeeeeeeeeeeeeeeeeeaaeeaeeeeeeeeeeeeaaaenneeeeeeees 26 a Applicant Initiates Contact with Distribution Providet eeeseeeeeeeeeeeeeeeeeees 26 b Applicant Selects a Study ProcesS ccssssssssesseeeeeeeeeseeeeeeeseeeeeees
61. and receive Distribution Provider s express written permission before Parallel Operation of its Generating Facility with Distribution Provider s Distribution or Transmission System Distribution Provider shall apply this Rule in a non discriminatory manner and shall not unreasonably withhold its permission for Parallel Operation of Producer s Generating Facility with Distribution Provider s Distribution or Transmission System 19 Revised Rule 21 Tariff Separate Agreements Required for Other Services A Producer requiring other electric services from Distribution Provider including but not limited to Distribution Service during periods of curtailment or interruption of Producer s Generating Facility must enter into agreements with Distribution Provider for such services in accordance with Distribution Provider s Commission approved tariffs Services Under This Tariff Limited To Interconnection Interconnection with Distribution Provider s Distribution or Transmission System under this Rule does not provide a Producer any rights to utilize Distribution Provider s Distribution or Transmission System for the transmission distribution or wheeling of electric power nor does it limit those rights Compliance with Laws Rules and Tariffs A Producer shall ascertain and comply with applicable Commission approved tariffs of Distribution Provider applicable FERC approved rules tariffs and regulations and any local state or fede
62. approve the Settlement Agreement and its attachments without modification MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 17 Respectfully submitted on behalf of the Joint Settlement Parties March 16 2012 s Kevin Fox Kevin Fox Sky Stanfield Tim Lindl KEYES amp FOX LLP 436 14th Street Suite 1305 Oakland CA 94612 Telephone 510 314 8201 Facsimile 510 225 3848 E mail kfox keyesandfox com E mail sstanfield keyesandfox com E mail tlindl keyesandfox com Attorneys for the Interstate Renewable Energy Council Inc MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 18 APPENDIX A SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF The Revised Tariff makes significant revisions and modifications to the existing Rule 21 interconnection tariff This section provides a summary of modifications made to each section of the Revised Tariff In addition to the modifications summarized below conforming changes have also been made to capitalized terms and section references throughout the Revised Tariff to maintain consistency with revisions made in the Revised Tariff The Revised Tariff governs any inconsistencies between this section and the Revised Tariff itself SECTION A TABLE OF CONTENTS The Revised Tariff adds a Table of Contents as Section A to illuminate the tariff s framework and simplify navigation within the tariff SECTION B APPLICABILITY To accommodate the insertion of a Table o
63. at or beyond the point where Distribution Provider s Distribution System interconnects to the CAISO Controlled Grid necessary to interconnect one or more Generating Facility ies safely and reliably to the CAISO Controlled Grid as defined in the CAISO Tariff Section 218 Load Electrical power that is supplied in compliance with California PUC section 218 PUC section 218 defines an Electric Corporation and provides conditions under which a transaction involving a Generating Facility would not classify a Producer as an Electric Corporation These conditions relate to over the fence sale of electricity from a Generating Facility without using Distribution Provider s Distribution or Transmission System Short Circuit Contribution Ratio SCCR The ratio of the Generating Facility s short circuit contribution to the short circuit contribution provided through Distribution Provider s Distribution System for a three phase fault at the high voltage side of the distribution transformer connecting the Generating Facility to Distribution Provider s Distribution System Single Line Diagram Single Line Drawing A schematic drawing showing the major electric switchgear Protective Function devices including relays current transformer and potential transformer configurations wiring in addition to circuit breakers fuses wires Generators transformers meters and other devices providing relevant details to communicate to a qualified e
64. be published in a distribution provider s interconnection queue subject to Energy Division approval Subsection E 5 d will allow for the alignment and consolidation of the separate interconnection request queues that are maintained by the distribution providers under FERC approved and Commission approved interconnection tariffs SECTION F REVIEW PROCESS FOR INTERCONNECTION REQUESTS As compared to the existing Rule 21 the Revised Tariff introduces a more differentiated approach to interconnection review that uses technical review screens to determine the level of review that is appropriate for a particular interconnection request Section F expands significantly on Sections C 1 c C 1 d and C 2 in the existing Rule 21 tariff to add more transparency and certainty with regard to steps necessary to complete the interconnection process Section F imposes strict timelines on both distribution providers and applicants to complete the steps in an effort to make the process of interconnecting a generator more predictable and timely Section F also incorporates existing federal interconnection procedures to address financial security commissioning testing parallel operation and withdrawal SUBSECTION F 1 Overview of the Interconnection Review Process Subsection F 1 provides an overview of the interconnection review process that is set forth in detail in Subsections F 1 6 Section F establishes two general approaches for reviewing SUMMARY OF THE P
65. by means of either manual or automatic synchronous equipment Automatic synchronizing is required for all synchronous Generators that have a Short Circuit Contribution Ratio SCCR exceeding 0 05 Loss of synchronism protection is not required except as may 81 4 Revised Rule 21 Tariff be necessary to meet Section H 2 d Flicker IEEE1547 4 2 5 Unless otherwise agreed upon by Producer and Distribution Provider synchronous Generators shall automatically regulate power factor not voltage while operating in parallel with Distribution Provider s Distribution System A power system stabilization Function is specifically not required for Generating Facilities under 10 MW Net Rating b Induction Generators Induction Generators except self excited Induction Generators do not require a synchronizing Function Starting or rapid load fluctuations on induction Generators can adversely impact Distribution Provider s Distribution or Transmission System voltage Corrective step switched capacitors or other techniques may be necessary and may cause undesirable ferro resonance When these counter measures e g additional capacitors are installed on Producer s side of the PCC Distribution Provider must review these measures Additional equipment may be required as determined in a Supplemental Review or an Interconnection Study c Inverters Grid interactive inverters do not require separate synchronizing equipment Non grid interactive or
66. by Applicant pursuant to Section F 3 d v 4 Material Change in Applicant s Interconnection Facilities Created by Distribution Provider s Change in the Point of Interconnection Applicant withdraws the Interconnection Request or terminates the Generator Interconnection Agreement based on a material change from the Interconnection System Impact Study in the Point of Interconnection for the Generating Facility mandated by Distribution Provider and included in the final Interconnection Facilities Study A material change in the Point of Interconnection shall be where the Point of Interconnection has moved to i a different substation ii a different line on a different right of way or iii a materially different location than previously identified on the same line ii Schedule for Determining Non Refundable Portion of the Interconnection Financial Security for Network Upgrades 56 Revised Rule 21 Tariff 1 Up to One Hundred Twenty Days 120 After the Final Interconnection Facilities Study Report or Final Interconnection System Impact Study Report if the Interconnection Facilities Study is Waived If at any time after the initial posting of the Interconnection Financial Security for Network Upgrades under Section F 4 b and on or before one hundred twenty 120 Calendar Days after the date of issuance of the final Interconnection Facilities Study report or final Interconnection System Impact Study report if the Interconnection
67. charged F Integration The IOUs and the Settling Parties intend that this Settlement Agreement shall be interpreted and treated as a unified integrated agreement G Interaction with other Proceedings If the Commission requires specific action in other proceedings regarding any provisions covered by this Settlement Agreement the IOUs and the Settling Parties acknowledge and agree that other efforts to meet the general commitments set forth in this Settlement Agreement may be delayed or modified in order to comply with the Commission s specific requirements in other proceedings H Effect of Subject Heading Subject headings are included for reference only and are not intended to affect the meaning of the contents or the scope of this Settlement Agreement I Choice of Law This Settlement Agreement shall be governed by and construed in accordance with California law notwithstanding otherwise applicable conflict of law principles Each provision of this Settlement Agreement shall be interpreted in such a manner as to be valid and enforceable under California law J Severability The terms and provisions of this Settlement Agreement are severable and should any term or provision hereof be declared or determined to be void voidable or unenforceable under any applicable law such void voidable or unenforceable term or provision shall not affect or invalidate any other term or provision of this Settlement Agreement which shall continue t
68. commence timeline related hearings in the Commission s Alternative Dispute Resolution Program and it includes a commitment from CPUC Staff to monitor and report on the results of interconnection related disputes I THE SETTLEMENT IS REASONABLE AND IN THE PUBLIC INTEREST The Commission will approve a settlement if it finds that the settlement is reasonable in 35 The Commission light of the whole record consistent with law and in the public interest generally favors settlements to decrease the expense of litigation conserve Commission resources and reduce the risk that litigation will produce an unacceptable result A strong public policy favoring settlements dictates that the Commission consider individual provisions within a settlement but not base its conclusion on whether any single provision is necessarily the optimal result Rather the Commission determines whether the settlement as a whole produces a just and reasonable outcome The proposed Settlement Agreement meets these criteria The Joint Settlement Parties negotiated in good faith and agreed to the Settlement Agreement as an interrelated package iz Id Attachment C 3 Id Article IL G 5 3 Id Article I1 G 6 7 3 Rule 12 1 d of the Commission s Rules of Practice and Procedure See Application of Pacific Gas amp Electric Company for Approval of a Power Purchase Agreement with Mariposa Energy D 09 10 017d 2009 Cal PUC Lexis 531
69. current setting calculated value for system application and apply a leading power factor load current in the non trip direction current lagging voltage by 135 degrees Increase the current to relay rated current and verify that the relay does not operate For relays with adjustable settings this test should be repeated at the minimum midpoint and maximum settings Step 3 Minimum Power Factor Test At nominal voltage and with the minimum pickup or ranges determined in Step 1 adjust the current phase angle to 84 or 276 degrees Increase the current level to pickup about 10 times higher than at 0 degrees and verify that the relay operates Repeat for phase angles of 90 180 and 270 degrees and verify that the relay does not operate Step 4 Negative Sequence Voltage Test Using the pickup settings determined in Step 1 apply rated relay voltage and current at 180 degrees from tripping direction to simulate normal load conditions for three phase relays use at 180 at 60 and l at 300 degrees Remove phase 1 voltage and observe that the relay does not operate Repeat for phases 2 and 3 Step 5 Load Current Test Using the pickup settings determined in Step 1 apply rated voltage and current at 180 degrees from the tripping direction to simulate normal load conditions use at 180 at 300 and at 60 degrees Observe that the relay does not operate Step 6 Unbalanced Fault Test Using the pickup settings determined in S
70. engineering construction and procurement costs including any applicable taxes of Interconnection Facilities and Upgrades contemplated by this Agreement on a monthly basis or as otherwise agreed by the Parties The Interconnection Customer shall pay each bill within 30 calendar days of receipt or as otherwise agreed to by the Parties Within three months of completing the construction and installation of the Distribution Provider s Interconnection Facilities and or Upgrades described in the Attachments to this Agreement the Distribution Provider shall provide the Interconnection Customer with a final accounting report of any difference between 1 the Interconnection Customer s cost responsibility for the actual cost of such facilities or Upgrades and 2 the Interconnection Customer s previous aggregate payments to the Distribution Provider for such facilities or Upgrades If the Interconnection Customer s cost responsibility exceeds its previous aggregate payments the Distribution Provider shall invoice the Interconnection Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 6 2 6 3 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Customer for the amount due and the Interconnection Customer shall make payment to the Distribution Provider within 30 calendar days If the Interconnection Customer s previous aggregate payments exce
71. exceeding two seconds These may be factory tests if the measurement and control points are integral to the unit or they may be performed in the field b In rush Current Test Procedures This test will determine the maximum In rush Current drawn by the Generator 1 Locked Rotor Method Use the test procedure defined in NEMA MG 1 manufacturer s data is acceptable if available 2 Start up Method Install and setup the Generating Facility equipment as specified by the manufacturer Using a calibrated oscilloscope or data acquisition equipment with appropriate speed and accuracy measure the current draw at the Point of Interconnection as the Generating Facility starts up and parallels with Distribution Provider s Distribution or Transmission System Startup shall follow the normal manufacturer specified procedure Sufficient time and current resolution and accuracy shall be used to capture the maximum current draw within 5 In rush Current is defined as the maximum current draw from Distribution Provider during the startup process using a 10 cycle moving average During the test Distribution Provider source real or simulated must be capable of maintaining voltage within 5 of rated at the connection to the unit under test Repeat this test five times Report the highest 10 cycle current as the In rush Current A graphical representation of the time current characteristic along with the certified In rush Current must be included
72. execute the applicable Commission approved Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities or the WDAT Generator Interconnection Agreement Such Commission approved Generator Interconnection Agreement for Exporting Generating Facilities will include the cost responsibility established in the Transmission Cluster Study If and when an Applicant submits a new interconnection request under the WDAT Applicant is under the jurisdiction of FERC On the date the applicable Commission approved Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities is executed by Applicant or Producer where those are different entities and Distribution Provider jurisdiction over the Interconnection reverts back to the Commission 44 Revised Rule 21 Tariff d Independent Study Process i Scoping Meeting Within five 5 Business Days after Distribution Provider notifies Applicant that the Generating Facility associated with its Interconnection Request has passed Screens Q and R and is thus eligible for the Independent Study Process Distribution Provider shall contact Applicant to establish a date agreeable to Applicant and Distribution Provider for a scoping meeting The purpose of the scoping meeting shall be i to discuss reasonable Commercial Operation Dates and alternative interconnection options ii to exchange information including any transmission data that would reasonably be expected to
73. flicker for other customers on Distribution Provider s Distribution or Transmission System To minimize the adverse voltage effects experienced by other customers IEEE 1547 4 3 2 flicker at the PCC caused by the Generating Facility should not exceed the limits defined by the Maximum Borderline of Irritation Curve identified in IEEE 519 1992 IEEE Recommended Practices and Requirements for Harmonic Control in Electric Power Systems IEEE STD 519 1992 This requirement is necessary to minimize the adverse voltage affects experienced by other Customers on Distribution Provider s Distribution or Transmission System Generators may be connected and brought up to synchronous speed as an induction motor provided these flicker limits are not exceeded e Integration with Distribution Provider s Distribution System Grounding The grounding scheme of the Generating Facility shall not cause over voltages that exceed the rating of the equipment connected to Distribution Provider s Distribution System and shall not disrupt the coordination of the ground fault protection on Distribution Provider s Distribution System IEEE 1547 4 1 2 See Section G 1 i line configuration f Frequency Distribution Provider controls system frequency and the Generating Facility shall operate in synchronism with Distribution Provider s Distribution or Transmission System Whenever Distribution Provider s Distribution or Transmission System frequency at the
74. for the administration of this Agreement This person will also serve as the point of contact with respect to operations and maintenance of the Party s facilities Interconnection Customer s Operating Representative Interconnection Customer Attention Address City State Zip Phone Fax Distribution Provider s Operating Representative Distribution Provider Attention Address City State Zip Phone Fax 13 5 Changes to the Notice Information Either Party may change this information by giving five Business Days written notice prior to the effective date of the change Article 14 Signatures IN WITNESS WHEREOF the Parties have caused this Agreement to be executed by their respective duly authorized representatives For the Distribution Provider Name Title Date For the Interconnection Customer Name Title Date Attachment 1 Glossary of Terms Affected System An electric system other than the Distribution Provider s Distribution System that may be affected by the proposed interconnection including but not limited to the Transmission System Applicable Laws and Regulations All duly promulgated applicable federal state and local laws regulations rules ordinances codes decrees judgments directives or judicial or administrative orders permits and other duly authorized actions of any Governmental Auth
75. further states that the Joint Settlement Parties support of y pp Settlement Agreement Article II A MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 5 the Settlement Agreement is contingent upon the Commission s adoption of the procedural recommendations discussed below B Phasing Interdependency and Procedural Recommendations Recognizing the time sensitivity and complexity of achieving the OIR s directives the Settlement Agreement divides required tasks into two interdependent phases Phase 1 involved the development of the Revised Tariff and Standardized Forms which are the subject of this motion According to the Settlement Agreement the Commission should commence Phase 2 no later than immediately following adoption of the Revised Rule 21 Tariff and Standardized Forms Phase 1 of the Settlement Agreement is contingent upon the Commission s acceptance of a number of procedural recommendations regarding Phase 2 The Joint Settlement Parties will be released from the obligations of the Settlement Agreement if the Commission does not accept these recommendations However nothing in the Settlement Agreement is intended to prohibit the IOUs from making updates to the Revised Tariff or Standardized Forms in the normal course of business pursuant to Commission rules regulations and decisions The Settlement Agreement recommends that the Commission conduct Phase 2 as an open public rulemaking The Settl
76. if the manufacturers can verify to the satisfaction of the testing organization that monitoring and controls hardware and software are common to both functions This test is not necessary for induction generators or current source inverters Instead the In rush Current test Section L 3 d shall be applied to those generators This test shall demonstrate that at the moment of the paralleling device closure all three synchronization parameters in Table L 3 are within the stated limits This test shall also demonstrate that if any of the parameters are outside of the limits stated in the table the paralleling device shall not close IEEE 1547 5 1 2A The test will start with only one of the three parameters 1 voltage difference between Generating Facility and Distribution Provider s Distribution or Transmission System 2 frequency difference or 3 phase angle outside of the synchronization specification Verify that the Generating Facility is brought within specification prior to synchronization Repeat the test five times for each of the three parameters For manual synchronization with synch check or manual control with auto synchronization the test must verify that paralleling does not occur until the parameters are brought within specifications Table L 3 Synchronization Parameter Limits 1 Aggregate Rating Frequency Voltage Difference Phase Angle of Generator Units Difference AV Difference kVA Af Hz A 0 500 0 3 10 2
77. in good faith concerning a schedule for the construction of Distribution Provider s Interconnection Facilities and Distribution Upgrades Detailed Study Interconnection Review Process a Detailed Study Track Selection Process Applicants that apply directly for Detailed Study may elect to enter the Transmission Cluster Study Process without the application of Screens Q and R For Applicants that applied for Fast Track evaluation but failed the Supplemental Review Distribution Provider shall determine to the extent practicable the Detailed Study track for which Applicant is eligible and provide that information with the Supplemental Review Results as set out in section F 2 c For all other Applicants the specific Detailed Study track for which Applicant is eligible will be determined by the application of Screens Q and R For Applicants that require application of Screens Q and R absent extraordinary circumstances within twenty 20 Business Days following validation of an Interconnection Request and receipt of the appropriate study deposit set forth in Section E 3 a Distribution Provider will apply Screen Q and if applicable Screen R and provide Applicant with the screen results as set forth below If Applicant fails Screen Q Distribution Provider shall provide the data and analysis supporting Screen Q results in writing and provide Applicant the option to proceed to the Transmission Cluster Study Process Applicant shall notify Distribu
78. indemnifying Party contest settle or consent to the entry of any judgment with respect to or pay in full such claim 7 3 4 Ifan indemnifying party is obligated to indemnify and hold any indemnified person harmless under this article the amount owing to the indemnified person shall be the amount of such indemnified person s actual loss net of any insurance or other recovery 7 3 5 Promptly after receipt by an indemnified person of any claim or notice of the commencement of any action or administrative or legal proceeding or investigation as to which the indemnity provided for in this article may apply the indemnified person shall notify the indemnifying party of such fact Any failure of or delay in such notification shall not affect a Party s indemnification obligation unless such failure or delay is materially prejudicial to the indemnifying party Consequential Damages Other than as expressly provided for in this Agreement neither Party shall be liable under any provision of this Agreement for any losses damages costs or expenses for any special indirect incidental consequential or punitive damages including but not limited to loss of profit or revenue loss of the use of equipment cost of capital cost of temporary equipment or services whether based in whole or in part in contract in tort including negligence strict liability or any other theory of liability provided however that damages for which a Party may be liabl
79. installed Interconnection Facilities and Distribution Upgrades to Distribution Provider Reservation of Unused Facilities When a Producer wishes to reserve Distribution Provider owned Interconnection Facilities or Distribution Upgrades installed and operated as Added Facilities for Producer at Producer s expense but idled by a change in the operation of Producer s Generating Facility or otherwise Producer may elect to abandon or reserve such facilities consistent with the terms of its agreement with Distribution Provider If Producer elects to reserve idle Interconnection Facilities or Distribution Upgrades Distribution Provider shall be entitled to continue to charge Producer for the costs related to the ongoing operation and maintenance of the Added Facilities Refund of Salvage Value When a Producer elects to abandon the Special Facilities or Added Facilities for which it has either advanced the installed costs or constructed and transferred to Distribution Provider Producer shall at a minimum receive from Distribution Provider a credit for the net salvage value of the Added Facilities Metering Monitoring and Telemetering General Requirements All Generating Facilities shall be metered in accordance with this Section J and shall meet all applicable standards of Distribution Provider contained in Distribution 83 Revised Rule 21 Tariff Provider s applicable tariffs and published Distribution Provider manuals dealing wi
80. interconnected to the Distribution System or CAISO Controlled Grid but are subject to a fully executed Generator Interconnection Agreement or its equivalent predecessor agreement or for which an unexecuted Generator Interconnection Agreement or its equivalent predecessor agreement has been requested to be filed with FERC Revised Rule 21 Tariff Business Day Monday through Friday excluding Federal and State Holidays CAISO Controlled Grid The system of transmission lines and associated facilities that have been placed under the CAISO s Operational Control CAISO Tariff The California Independent System Operator FERC Electric Tariff Calendar Day Any day including Saturday Sunday or a Federal and State Holiday Certification Test A test pursuant to this Rule that verifies conformance of certain equipment with Commission approved performance standards in order to be classified as Certified Equipment Certification Tests are performed by Nationally Recognized Test Laboratories NRTLs Certification Certified Certificate The documented results of a successful Certification Testing Certified Equipment Equipment that has passed all required Certification Tests Commercial Operation The status of a Generating Facility that has commenced generating electricity excluding electricity generated during the period which Producer is engaged in on site test operations and commissioning of the Generating Facility prior to Comme
81. issues and the outcome constitutes a reasonable compromise between parties positions The record in this proceeding is limited due to the confidential nature of the settlement negotiations and the fact that little development of the record occurred outside of those negotiations Despite this limited record the Joint Settlement Parties represent a diverse group of IOU ratepayer distributed generation advocate environmental and developer interests Parties to the settlement actively participated in the negotiations advocating positions based on rigorous analysis and technical support As an outcome of these negotiations Parties made a number of concessions relative to their initial positions on the issues of concern to them in order to reach agreement Id at 109 citing Re Pacific Gas amp Electric Company 30 CPUC2d 189 222 Dec 19 1988 PG amp E Rate Case at 108 110 111 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 10 The end result of the proceeding must maintain the safety reliability and service quality of the state s electric power systems That result is not incompatible with the provision of transparent requirements procedures timelines and agreements to make the process of interconnecting a generator as predictable timely and reasonably priced as possible Well developed interconnection procedures focus on achieving a reasonable balance between these interests The Settlement Agreement meets this standa
82. letter of credit issued by a bank or financial institution that has a credit rating of A or better by Standard and Poor s or A2 or better by Moody s b an unconditional and irrevocable guaranty issued by a company has a credit rating of A or better by Standard and Poor s or A2 or better by Moody s c a cash deposit standing to the credit of Distribution Provider and in an interest bearing escrow account maintained at a bank or financial institution that is reasonably acceptable to Distribution Provider Interconnection Financial Security instruments as listed above shall be in such form as Distribution Provider may reasonably require from time to time by notice to Applicants or in such other form as has been evaluated and approved as reasonably acceptable by Distribution Provider Distribution Provider shall require the use of standardized forms of Interconnection Financial Security to the greatest extent possible If at any time the guarantor of the Interconnection Financial Security fails to maintain the credit rating required by this Section F 4 a Applicant shall provide to Distribution Provider replacement Interconnection Financial Security meeting the requirements of this Section F 4 a within five 5 Business Days of the change in credit rating Interest on a cash deposit standing to the credit of Distribution Provider in an interest bearing escrow account under subpart d of this Section F 4 a will accrue to Applicant s benef
83. may change this information by giving five Business Days written notice prior to the effective date of the change Article 14 Signatures IN WITNESS WHEREOF the Parties have caused this Agreement to be executed by their respective duly authorized representatives For the Distribution Provider Name Title Date For the Interconnection Customer Name Title Date Page 23 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Attachment 1 Glossary of Terms Affected System An electric system other than the Distribution Provider s Distribution System that may be affected by the proposed interconnection including but not limited to the Transmission System Applicable Laws and Regulations All duly promulgated applicable federal state and local laws regulations rules ordinances codes decrees judgments directives or judicial or administrative orders permits and other duly authorized actions of any Governmental Authority Business Day Monday through Friday excluding Federal and State Holidays Default The failure of a breaching Party to cure its breach under the Agreement Distribution Owner The entity that owns leases or otherwise possesses an interest in the portion of the Distribution System at the Point of Interconnecti
84. name and specific location including the county of the existing Generating Facility Project Name Project Location Street Address City State County Zip Code GPS Coordinates b Maximum net megawatt electrical output as defined by section 2 c of Attachment A to this appendix of the proposed new Generating Facility or the amount of net megawatt increase in the generating capacity of an existing Generating Facility Maximum net megawatt electrical output MW or Net Megawatt increase MW c Type of project i e gas turbine hydro wind etc and general description of the equipment configuration if more than one type is chosen include net MW for each ____ Cogeneration MW ___ Reciprocating Engine MW ____ Biomass MW ____ Steam Turbine MW ____ Gas Turbine MW ___ Wind MW Page ____ Hydro MW ____ Inverter Based e g Photovoltaic Fuel Cell MW If Fuel Cell please describe primary fuel source ____ Combined Cycle MW ____ Other please describe Proposed In Service Date and Other Key Dates Day Month Y ear Dates must be sequential Proposed In Service Date ld Proposed Trial Operation Date Proposed Commercial Operation Date f Proposed Term of Service years Name address telephone number and e mail address of Applicant primary person who will be contacted Name Title Company Name Street Address City State Zip Code Phone Number Fax Number Email Ad
85. notifies the Distribution Provider of any such assignment 7 1 2 The Interconnection Customer shall have the right to assign this Agreement without the consent of the Distribution Provider for collateral security purposes to aid in providing financing for the Generating Facility provided that the Interconnection Customer will promptly notify the Distribution Provider of any such assignment 12 7 1 3 Any attempted assignment that violates this article is void and ineffective Assignment shall not relieve a Party of its obligations nor shall a Party s obligations be enlarged in whole or in part by reason thereof An assignee is responsible for meeting the same financial credit and insurance obligations as the Interconnection Customer Where required consent to assignment will not be unreasonably withheld conditioned or delayed Limitation of Liability Each Party s liability to the other Party for any loss cost claim injury liability or expense including reasonable attorney s fees relating to or arising from any act or omission in its performance of this Agreement shall be limited to the amount of direct damage actually incurred In no event shall either Party be liable to the other Party for any indirect special consequential or punitive damages except as authorized by this Agreement Indemnity 7 3 1 This provision protects each Party from liability incurred to third parties as a result of carrying out the provisions
86. of legitimate business interests and are reasonable in scope No Party however shall be liable for indirect incidental or consequential or punitive damages of any nature or kind resulting from or arising in connection with this Article Article 10 Disputes 10 1 Dispute Resolution Any dispute arising between the Parties regarding a Party s performance of its obligations under this Agreement or requirements related to the interconnection of the Generating Facility shall be resolved according to the procedures in Rule 21 Article 11 Taxes 11 1 Applicable Tax Laws and Regulation The Parties agree to follow all applicable tax laws and regulations consistent with CPUC policy and Internal Revenue Service requirements 11 2 Amendment Each Party shall cooperate with the other to maintain the other Party s tax status Nothing in this Agreement is intended to adversely affect the Distribution Provider s tax exempt 17 status with respect to the issuance of bonds including but not limited to local furnishing bonds Article 12 Miscellaneous 2 1 12 2 12 3 12 4 12 5 Governing Law Regulatory Authority and Rules The validity interpretation and enforcement of this Agreement and each of its provisions shall be governed by the laws of the State of California where the Point of Interconnection is located without regard to its conflicts of law principles This Agreement is subject to all Applicable Laws and Regulati
87. of these factors will determine if any system study requirements are needed The following are some examples of the items that may be considered under this screen 1 Does the Line Section have significant minimum loading levels dominated by a small number of customers i e several large commercial customers 2 Is there an even or uneven distribution of loading along the feeder 3 Is the proposed Generating Facility located in close proximity to the substation i e lt 2 5 electrical line miles and is the distribution line from the substation to the customer composed of large conductor cable i e 600A class cable 4 Does the Generating Facility incorporate a time delay function to prevent reconnection of the generator to the system until system voltage and frequency are within normal limits for a prescribed time 5 Is operational flexibility reduced by the proposed Generating Facility such that transfer of the line section s of the Generating Facility to a neighboring distribution circuit substation may trigger overloads or voltage issues 6 Does the Generating Facility utilize Certified anti islanding functions and equipment 71 Revised Rule 21 Tariff 3 Detailed Study Screens a Screen Q Is the Interconnection Request electrically Independent of the Transmission System Distribution Provider in consultation with the CAISO will determine based on knowledge of the interdependencies with earlier queued inte
88. or controlled by the Interconnection Customer or the quality of power produced by the Generating Facility 2 2 Authorization Required Prior to Parallel Operation 2 2 1 The Distribution Provider shall use Reasonable Efforts to list applicable parallel operation requirements in Attachment 5 of this Agreement Additionally the Distribution Provider shall notify the Interconnection Customer of any changes to these requirements as soon as they are known The Distribution Provider shall make Reasonable Efforts to cooperate with the Interconnection Customer in meeting requirements necessary for the Interconnection Customer to commence parallel operations by the in service date 2 2 2 The Interconnection Customer shall not operate its Generating Facility in parallel with the Distribution Provider s Distribution System without prior written authorization of the Distribution Provider The Distribution Provider will provide such authorization once the Distribution Provider receives notification that the Interconnection Customer has complied with all applicable parallel operation requirements Such authorization shall not be unreasonably withheld conditioned or delayed 2 3 Right of Access 2 3 1 Upon reasonable notice the Distribution Provider may send a qualified person to the premises of the Interconnection Customer at or immediately before the time the Generating Facility first operates in parallel to inspect the interconnection and observe
89. or is a retail Customer of Distribution Provider connected to the Transmission System Dedicated Transformer Dedicated Distribution Transformer A transformer that provides electricity service to a single Customer The Customer may or may not have a Generating Facility Delivery Network Upgrades The transmission facilities at or beyond the point where Distribution Provider s Distribution System interconnects to the CAISO Controlled Grid other than Reliability Network Upgrades as defined in the CAISO Tariff Detailed Study An Independent Study a Distribution Group Study or a Transmission Cluster Study Device A mechanism or piece of equipment designed to serve a purpose or perform a function The term may be used interchangeably with the terms equipment and function without intentional difference in meaning See also Function and Protective Function Dispute Resolution See Section K Distribution Group Study Process The study process defined in Section F 3 b Distribution Provider Southern California Edison Company or Pacific Gas and Electric Company or San Diego Gas amp Electric Company Distribution Service The service of delivering energy over the Distribution System pursuant to the approved tariffs of Distribution Provider other than services directly related to the Interconnection of a Generating Facility under this Rule Distribution System All electrical wires equipment and other facilities owned or pro
90. power source is bus fed from a combination of generator terminal voltage and current compound source controlled rectifiers system 9 Other specify Attach a copy of the block diagram of the excitation system from its instruction manual The diagram should show the input output and all feedback loops of the excitation system Excitation system response ratio ASA Full load rated exciter output voltage Maximum exciter output voltage ceiling voltage Other comments regarding the excitation system w amo oO 3C Turbine Governor Information Please repeat the following for each generator Please complete Part A for steam gas or combined cycle turbines Part B for hydro turbines and Part C for both A Steam gas or combined cycle turbines 1 List type of unit Steam Gas or Combined cycle 2 If steam or combined cycle does the turbine system have a reheat process i e both high and low pressure turbines 3 If steam with reheat process or if combined cycle indicate in the space provided the percent of full load power produced by each turbine Low pressure turbine or gas turbine High pressure turbine or steam turbine 4 For combined cycle plants specify the plant net output capacity MW for an outage of the steam turbine or an outage of a single combustion turbine B Hydro turbines 1 Turbine efficiency at rated load Page 7 of 13 Form 79 0000 Automated Document Pre
91. rectifiers The regulator power source is bus fed from the generator terminal voltage 8 Static Exciter with controlled thyristor rectifiers The regulator power source is bus fed from a combination of generator terminal voltage and current compound source controlled rectifiers system 9 Other specify Attach a copy of the block diagram of the excitation system from its instruction manual The diagram should show the input output and all feedback loops of the excitation system Excitation system response ratio ASA Full load rated exciter output voltage Maximum exciter output voltage ceiling voltage Other comments regarding the excitation system Power System Stabilizer Information Please repeat the following for each generator A B C Manufacturer Is the PSS digital or analog Note the input signal source for the PSS Bus frequency Shaft speed Bus Voltage Other specify source Please attach a copy of a block diagram of the PSS from the PSS Instruction Manual and the correspondence between dial settings and the time constants or PSS gain Other comments regarding the PSS Turbine Governor Information Please repeat the following for each generator Please complete Part A for steam gas or combined cycle turbines Part B for hydro turbines and Part C for both A Steam gas or combined cycle turbines 1 List type of unit Steam Gas or Combined cycle 2 If
92. repair and replacement of metering and data acquisition equipment specified in Attachments 2 and 3 of this Agreement The Interconnection Customer s metering and data acquisition as required equipment shall conform to applicable industry rules and Operating Requirements Nothing in this provision replaces or alters the metering requirements in the Interconnection Customer s PPA 1 8 Reactive Power 1 8 1 The Interconnection Customer shall design its Generating Facility to maintain a composite power delivery at continuous rated power output at the Point of Interconnection and the Generating Facility shall be capable of operating within a power factor range of 0 9 leading to 0 9 lagging unless the Distribution Provider has established different requirements that apply to all similarly situated generators in the balancing authority area on a comparable basis Operation outside this range is acceptable provided the reactive power of the Generating Facility is used to meet the reactive power needs of the Host Loads or that reactive power is otherwise provided under tariff by Distribution Provider The Interconnection Customer shall notify Distribution Provider if it is using the Generating Facility for power factor correction Unless otherwise agreed upon by the Interconnection Customer and Distribution Provider Generating Facilities shall automatically regulate power factor not voltage while operating in parallel with Distribution Provider
93. retains all rights title and interest in the Confidential Information that each Party discloses to the other Party The disclosure by each Party to the other Party of Confidential Information shall not be deemed a waiver by either Party or any other person or entity of the right to protect the Confidential Information from public disclosure 9 1 3 No Warranties By providing Confidential Information neither Party makes any warranties or representations as to its accuracy or completeness In addition by supplying Confidential Information neither Party obligates itself to provide any particular information or Confidential Information to the other Party nor to enter into any further agreements or proceed with any other relationship or joint venture 9 1 4 Standard of Care Each Party shall use at least the same standard of care to protect Confidential Information it receives as it uses to protect its own Confidential Information from unauthorized disclosure publication or dissemination however in no case shall a Party use less than reasonable care in protecting Confidential Information Each Party may use Confidential Information solely to fulfill its obligations to the other Party under this Agreement or its regulatory requirements 16 9 1 5 Order of Disclosure If a court or a Government Authority or entity with the right power and apparent authority to do so requests or requires either Party by subpoena oral deposition interrog
94. s Distribution System 1 9 Capitalized Terms Capitalized terms used herein shall have the meanings specified in the Glossary of Terms in Attachment 1 or the body of this Agreement Article 2 Inspection Testing Authorization and Right of Access 2 1 Equipment Testing and Inspection 2 421 Pursuant to Rule 21 the Interconnection Customer shall test and inspect its Generating Facility and Interconnection Facilities prior to interconnection The Interconnection Customer shall notify the Distribution Provider of such activities no fewer than five Business Days or as may be agreed to by the Parties prior to such testing and inspection Testing and inspection shall occur on a Business Day The Distribution Provider may at its own expense send qualified personnel to the Generating Facility site to inspect the interconnection and observe the testing The Interconnection Customer shall provide the Distribution Provider a written test report when such testing and inspection is completed The Distribution Provider shall provide the Interconnection Customer written acknowledgment that it has received the Interconnection Customer s written test report Such written acknowledgment shall not be deemed to be or construed as any representation assurance guarantee or warranty by the Distribution Provider of the safety durability suitability or reliability of the Generating Facility or any associated control protective and safety devices owned
95. shall govern by Local Furnishing Bonds 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 Generating Facility to the Distribution Provider s Distribution System Network Upgrades do not include Distribution Upgrades Operating Requirements Any operating and technical requirements that may be applicable due to Regional Transmission Organization the CAISO balancing authority area or the Distribution Provider s requirements including those set forth in the Agreement Party or Parties The Distribution Provider Distribution Owner Interconnection Customer Producer or any combination of the above Point of Interconnection The point where the Interconnection Facilities connect with the Distribution Provider s Distribution System Reasonable Efforts With respect to an action required to be attempted or taken by a Party under the Agreement efforts that are timely and consistent with Good Utility Practice and are otherwise substantially equivalent to those a Party would use to protect its own interests Transmission System Those facilities owned by the Distribution Provider that have been placed under the CAISO s operational control and are part of the CAISO Grid Upgrades The required additions and mo
96. shall negotiate concerning the cost estimate or any disputed provisions of the appendices to a draft Generator Interconnection Agreement for not more than ninety 90 Calendar Days after Distribution Provider provides Applicant with the Generator Interconnection Agreement If Applicant determines that negotiations are at an impasse it may request termination of the negotiations and initiate Dispute Resolution procedures pursuant to Section K If Applicant fails to sign the Generator Interconnection Agreement or initiate Dispute Resolution within ninety 90 Calendar Days the Interconnection Request shall be deemed withdrawn 41 Revised Rule 21 Tariff After Applicant or a Producer where those are different entities has executed the Generator Interconnection Agreement Distribution Provider will commence design procurement construction and installation of Distribution Provider s Distribution Upgrades and or Interconnection Facilities that have been identified in the Generator Interconnection Agreement Distribution Provider and Producer will use good faith efforts to meet schedules in accordance with the requirements of the Generator Interconnection Agreement and estimated costs as appropriate Producer is responsible for all costs associated with Parallel Operation to support the safe and reliable operation of the Distribution System and Transmission System as set forth in Section E 4 Distribution Provider and Producer shall negotiate
97. step up transformers auxiliary transformers switches disconnects of the proposed interconnection including the required protection devices and circuit breakers For wind and photovoltaic generator projects the one line diagram should include the distribution lines connecting the various groups of generating units the generator capacitor banks the step up transformers the distribution lines and the substation transformers and capacitor banks at the Point of Interconnection with the Distribution Provider s Distribution System This one line drawing must be signed and stamped by a licensed Professional Engineer if the Generating Facility is larger than 50 kW C AC and DC schematics if available Required for detailed study process D Description of operations 2 Generating Facility General Information Total Generating Facility rated output MW Generating Facility auxiliary Load MW Project net capacity MW Standby Load when Generating Facility is off line MW Number of Generating Units Please repeat the following items for each generator Individual generator rated output MW for each unit Type induction synchronous D C with inverter Phase 3 phase or single phase MOOW gt mam Page 5 3 Synchronous Generator Information 3A 3B Generator Information Please repeat the following for each generator A Sr OmMMO OW gt Manufacturer Year Manufactured Rated G
98. such written notification under Section E 5 b i or E 5 b ii and that Distribution Provider determines that the Interconnection Request is valid Distribution Provider shall maintain a single queue for all non Net Energy Metering Interconnection Requests governed by this Rule with a Point of Interconnection on Distribution Provider s Distribution System For Interconnection Requests that are studied under the Transmission Cluster Study Process the queue position will be the applicable cluster s queue position d Publication of the Interconnection Queue Distribution Provider shall publish and update monthly on its website the interconnection queue for all Interconnection Requests governed by this Rule with a Point of Interconnection on Distribution Provider s Distribution System that have been assigned a queue position Nothing here prohibits Distribution Provider from publishing this queue combined with other interconnection requests to Distribution Provider s Distribution System The published interconnection queue may include the following information for each Interconnection Request governed by this Rule subject to Energy Division approval i Interconnection Request and Queue Position Data i The assigned number if any ii the queue position iii the date the Interconnection Request was received by Distribution Provider 34 Revised Rule 21 Tariff iv the date the Interconnection Request was determined to be c
99. the General Electric PSLF Program Manual and provide the required input data Include any user written p EPCL files to simulate inverter based plants dynamic responses typically needed for inverter based PV wind plants Provide a completed dyd file that contains the information specified in this section The GE PSLF manual is available upon request from GE There are links within the GE PSLF User s Manual to detailed descriptions of specific models a definition of each parameter a list of the output channels explanatory notes and a control system block diagram In addition GE PSLF modeling information and various modeling guidelines documents have been prepared by the WECC Modeling and Validation Work Group This information is available on the WECC website www wecc biz If you require assistance in developing the models we suggest you contact General Electric Accurate models are important to obtain accurate study results Costs associated with any changes in facility requirements that are due to differences between model data provided by the generation developer and the actual generator test data may be the responsibility of the generation developer TABLE 1 TRANSFORMER DATA Provide for each level of transformation UNIT NUMBER OF TRANSFORMERS PHASE RATING H Winding X Winding Y Winding Rated MVA Connection Delta Wye Gnd Cooling Type OA OA FA etc Temperature Rise Rating Rated Voltage BIL Ava
100. the in service date The Interconnection Customer shall not operate its Generating Facility in parallel with the Distribution Provider s Distribution System without prior written authorization of the Distribution Provider The Distribution Provider will provide such authorization once the Distribution Provider receives notification that the Interconnection Customer has complied with all applicable parallel operation requirements Such authorization shall not be unreasonably withheld conditioned or delayed Right of Access 2 3 1 23 2 Page 5 of 34 Upon reasonable notice the Distribution Provider may send a qualified person to the premises of the Interconnection Customer at or immediately before the time the Generating Facility first operates in parallel to inspect the interconnection and observe the commissioning of the Generating Facility including any required testing startup and operation for a period of up to three 3 Business Days after initial start up of the unit In addition the Interconnection Customer shall notify the Distribution Provider at least five 5 Business Days prior to conducting any on site verification testing of the Generating Facility Following the initial inspection process described above at reasonable hours and upon reasonable notice or at any time without notice in the event of an emergency or hazardous condition the Distribution Provider shall have access to the Interconnection Customer s prem
101. the terms of all applicable agreements Compliance may include but not be limited to provision of any required documentation and satisfactorily completing any required inspections or tests as described herein or in the agreements formed between Producer and Distribution Provider Withdrawal Applicant may withdraw its Interconnection Request at any time by written notice of such withdrawal to Distribution Provider In addition after receipt of the Interconnection Request if Applicant fails to adhere to the requirements and timelines of this tariff except as provided in Section K Disputes Distribution Provider shall deem the Interconnection Request to be withdrawn and shall provide written notice to Applicant of the deemed withdrawal within five 5 Business Days and an explanation of the reasons for such deemed withdrawal Upon receipt of such written notice Applicant shall have five 5 Business Days in which to either respond with information or action that either cures the deficiency or supports its position that the deemed withdrawal was erroneous and notifies Distribution Provider of its intent to pursue Dispute Resolution If Applicant cures the deficiency or supports its position that the deemed withdrawal was erroneous Applicant shall not lose its queue position established pursuant to Section E 5 Withdrawal shall result in the removal of the Interconnection Request from the Interconnection Study process If Applicant disputes the w
102. to in this Article warrants confidential treatment and the requesting Party may disclose such writing to the appropriate Governmental Authority Each Party shall be responsible for the costs associated with affording confidential treatment to its information b Limitations on Scope Confidential Information shall not include information pertaining to each Interconnection Request that may be provided in a publicly posted queue pursuant to Section E 5 d of this Rule Confidential Information shall not include information that 1 is generally available to the public other than as a result of a disclosure by the receiving Party 2 was in the lawful possession of the receiving Party on a non confidential basis before receiving it from the disclosing Party 3 was supplied to the receiving Party without restriction by a third party who to the knowledge of the receiving Party after due inquiry was under no obligation to the disclosing Party to keep such information confidential 4 was independently developed by the receiving Party without reference to Confidential Information of the disclosing Party 5 is or becomes publicly known through no wrongful act or omission of the receiving Party or 6 is required in accordance with Section D 7 d Required Disclosure to be disclosed by any Governmental Authority or is otherwise required to be disclosed by law or subpoena Information designated as Confidential Information will no longer be dee
103. voltage Once every four years the battery must be either replaced or a discharge test performed Type Testing Procedures Not Defined in Other Standards This Section describes the additional Type Tests necessary to qualify a device as Certified under this Rule These Type Tests are not contained in Underwriters Laboratories UL 1741 Standard Inverters Converters and Controllers for Use in Independent Power Systems or other referenced standards a Non Exporting Test Procedures The Non Exporting test is intended to verify the operation of relays controllers and inverters designed to limit the export of power and certify the equipment as meeting the requirements of Screen I Options 1 and 2 of the review process Tests are provided for discrete relay packages and for controllers and inverters with the intended Functions integrated i Discrete Reverse Power Relay Test This version of the Non Exporting test procedure is intended for discrete reverse power and underpower relay packages provided to meet the requirements of Options 1 and 2 of Screen It should be understood that in the reverse power application the relay will provide a trip output with power flowing in the export toward Distribution Provider s Distribution or Transmission System direction Step 1 Power Flow Test at Minimum Midpoint and Maximum Pickup Level Settings Determine the corresponding secondary pickup current for the desired export power flow of 0 5 secondar
104. without bond or proof of damages and the receiving Party shall not plead in defense that there would be an adequate remedy at law Such remedy shall not be deemed an exclusive remedy for the Breach of this Article but shall be in addition to all other remedies available at law or in equity The Parties further acknowledge and agree that the covenants contained herein are necessary for the protection of legitimate business interests and are reasonable in scope No Party however shall be liable for indirect incidental or consequential or punitive damages of any nature or kind resulting from or arising in connection with this Article Article 10 Disputes 10 1 Dispute Resolution Any dispute arising between the Parties regarding a Party s performance of its obligations under this Agreement or requirements related to the interconnection of the Generating Facility shall be resolved according to the procedures in Rule 21 Article 11 Taxes 11 1 11 2 Applicable Tax Laws and Regulation The Parties agree to follow all applicable tax laws and regulations consistent with CPUC policy and Internal Revenue Service requirements Maintenance of Tax Status Each Party shall cooperate with the other to maintain the other Party s tax status Nothing in this Agreement is intended to adversely affect the Distribution Provider s tax exempt status with respect to the issuance of bonds including but not limited to local furnishing bonds Articl
105. 0 gt 500 1 500 0 2 5 15 gt 1 500 10 000 0 1 3 10 1 IEEE 1547 5 1 1B g Paralleling Device Withstand Test The di electric voltage withstand test specified in Section L 1 shall be performed on the paralleling device to ensure compliance with those requirements specified in Section H 1 c IEEE 1547 5 1 3 3 4 Production Testing 92 Revised Rule 21 Tariff As a minimum each interconnection system shall be subjected to Distribution Provider Voltage and Frequency Variation Test procedure described in UL1741 under Manufacturing and Production Tests Section 68 and the Synchronization test specified in Section L 3 f Interconnection systems with adjustable set points shall be tested at a single set of set points as specified by the manufacturer This test may be performed in the factory or as part of a Commissioning Test Section L 5 Commissioning Testing a Commissioning Testing Commissioning Testing where required will be performed on site to verify protective settings and functionality Upon initial Parallel Operation of a Generating Facility or any time interface hardware or software is changed that may affect the functions listed below a Commissioning Test must be performed An individual qualified in testing protective equipment professional engineer factory certified technician or licensed electrician with experience in testing protective equipment must perform Commissioning Testing in accordance with the manu
106. 1 Inverter switching frequency 2 Harmonic characteristics for each unit up to switching frequency 3 Harmonic characteristics for aggregate generation facility Inverter disconnection characteristics Applicant to provide voltage sinusoidal waveform test data and or manufacturers data which shows the voltage characteristics during disconnection of inverter system from distribution system at 100 and at 50 of rated output Distribution Provider may require testing verification of voltage and harmonic performance during commissioning test of the inverter based generation systems Page 10 Step Up Transformer Data For each step up transformer e g main step up transformers padmount transformers fill out the data form provided in Table 1 Plant Level Reactive Power Compensation Data Provide the following information for plant level reactive power compensation if applicable Number of individual shunt capacitor banks Individual shunt capacitor bank rated voltage kV Individual shunt capacitor bank size kVAR at rated voltage Planned dynamic reactive control devices SVC STATCOM Control range kVAR lead kVAR lag Control mode e g voltage power factor reactive power Please provide the overall plant reactive power control strategy QMO W gt Load Flow and Dynamic Models Only provide data in this section when requested by the Distribution Provider The WECC Data Preparation Manual for
107. 1 Inverter Generator Generator Distribution Provider Interaction UL 1741 39 X X X DC Isolation UL 1741 40 1 X Simulated PV Array Input Requirements UL 1741 X Dielectric Voltage Withstand UL 1741 44 X X X Power Factor UL 1741 45 2 2 X X X Harmonic Distortion UL 1741 X X X DC Injection UL 1741 45 5 X Distribution Provider Voltage and Frequency variation UL 1741 46 2 X X Reset Delay UL 1741 46 2 3 X X x Loss of Control Circuit UL 1741 46 4 x x x Short Circuit UL 1741 47 3 x x X Load Transfer UL 1741 47 7 X X X Surge Withstand Capability eis X X X Anti Islanding 3 b 2 2 2 Non Export L 3 c 3 3 3 In rush Current L 3 d 4 Synchronization L 3 5 X 5 Table Notes 1 References are to section numbers in either UL 1741 Inverters Converters and Charge Controllers for Use in Independent Power Systems or this Rule References in UL 1741 to photovoltaics or inverter may have to be ade ted to the other technologies by the testing laboratory to appropriately apply in the tests to other echnologies 2 Required only if Non Islanding designation 3 Required only if Non Export designation is desired 4 Required for Generators that use Distribution Provider power to motor to speed 5 Required for all self excited induction Generators as well as Inverters that operate as voltage sources when connected to Distribution Provider s Distribution or Transmission Syst
108. 2 of Appendix Y provides for cash repayment to interconnection customers for contribution to the cost of Network Upgrades the Interconnection Customer shall be entitled to a cash repayment equal to the total amount paid to the Distribution Provider and Affected System operator if any for Network Upgrades including any tax gross up or other tax related payments associated with the Network Upgrades and not otherwise refunded to the Interconnection Customer to be paid to the Interconnection Customer on a dollar for dollar basis for the non usage sensitive portion of transmission charges as payments are made under the Distribution Provider s Tariff and Affected System s Tariff for transmission services with respect to the Generating Facility Any repayment shall include interest calculated in accordance with the methodology set forth in FERC s regulations at 18 C F R 35 19a a 2 i11 from the date of any payment for Network Upgrades through the date on which the Interconnection Customer receives a repayment of such payment pursuant to this subparagraph The Interconnection Customer may assign such repayment rights to any person To the extent that the CAISO Tariff does not provide for cash repayment to interconnection customers for contribution to the cost of Network Upgrades Interconnection Customer is not entitled to a cash repayment for amounts paid to the Distribution Provider and Affected System operator for Network Upgrades and no cash r
109. 21 Tariff capacity of the Generating Facility after a good faith effort to do so A good faith effort can be established by demonstrating participation in a competitive solicitation process or bilateral negotiations with an entity other than an Affiliate that progressed at minimum to the mutual exchange by all counter parties of proposed term sheets 2 Failure to Secure a Necessary Permit At the time of withdrawal of the Interconnection Request or termination of the Generator Interconnection Agreement Applicant demonstrates to Distribution Provider that it has received a final denial from the primary issuing Governmental Authority of any permit or other authorization necessary for the construction or operation of the Generating Facility 3 Increase in the Cost of Distribution Provider s Interconnection Facilities or Distribution Upgrades Applicant withdraws the Interconnection Request or terminates the Generator Interconnection Agreement based on an increase of i more than 30 or 300 000 whichever is greater in the estimated cost of Distribution Provider s Interconnection Facilities or ii more than 30 or 300 000 whichever is greater in the estimated cost of Distribution Upgrades allocated to Applicant from the Interconnection System Impact Study to the Interconnection Facilities Study This Section F 4 e i 3 shall not apply if the cause of the cost increase under i or ii above is the result of a change requested
110. 50OKW 0 ec cecccceeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeaes 68 1 Screen L Transmission Dependency and Transmission Stability Test 0 0 68 m Screen M Is the aggregate Generating Facility capacity on the Line Section less than 15 of Line Section peak load for all line sections bounded by automatic SECHONAIIZING devies vccciccce iorri ensen ae Ee EENE EAE EK ENEON EEA LEEK EAR AENEA 68 2 Supplemental Review Screens ccccccccccccccccccccceeeeeeeeeeeeeeeeeeeeesseseseesseseesessssseseseees 69 a Screen Ni Penetration TeSt sissiciasinnas ioppo aa AEREE 69 b Screen O Power Quality and Voltage Tests cccceceeessceceeee eee eeeeeeeeeeeeeeeeeeeeeeee 70 c Screen P Safety and Reliability Tests cece ccccceeeeeeeeeeeeeeaecaaeeeeeeeeeeeeeeeeaaaees 70 3 Detailed Sty SCP AS eeri etre cele ordi e evened Given a nda S 72 a Screen Q Is the Interconnection Request electrically Independent of the Transmission SS CUR scsi ttt e digs in tat ig eng ai aaa teat Ra eae a ie aati E 72 b Screen R Is the Interconnection Request independent of other earlier queued and yet to be studied interconnection requests interconnecting to the Distribution System 73 c Independent Study Process Interconnection Studies ccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeees 73 H Generating Facility Design and Operating Requirements ccccccccccsecceeeeeeeeeeeeeeees 74 1 General Interconnection and Protective Functio
111. 783 MarkS alohasys com IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 15 2012 By s Sara Steck Myers Attorney for the Center for Energy Efficiency and Renewable Technologies 122 28 Avenue San Francisco CA 94121 Telephone 415 387 1904 Facsimile 415 387 4708 Email ssmyers att net IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 15 2012 By Kier Viren Karen Norene Mills Associate Counsel California Farm Bureau Federation 2300 River Plaza Drive Sacramento CA 95833 916 561 5655 916 561 5691 kmills cfbf com IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 15 2012 Name Kenneth Sahm White Title Director Economic amp Policy Analysis Name of Organization Clean Coalition Address 16 Palm Ct Menlo Park CA 94025 Telephone 805 705 1352 Facsimile 805 705 1352 email sahm clean coalition org IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 14 2012 By Kevin T Fox Partner Keyes amp Fox LLP For the Interstate Renewable Energy Council 1305 14 Street 1305 Oakland CA 9412 Telephone 510 314 8201 Email kfox keyesandfox co
112. Agreement Termination No termination shall become effective until the Parties have complied with all Applicable Laws and Regulations applicable to such termination 3 3 1 The Interconnection Customer may terminate this Agreement at any time by giving the Distribution Provider twenty 20 Business Days written notice 3 3 2 Either Party may terminate this Agreement after Default pursuant to article 7 6 3 3 3 In addition if the basis for Rule 21 applicability for this interconnection is based on the Interconnection Customer maintaining QF status and selling all its exports to the grid to Distribution Provider under a PURPA PPA then this provision applies and Distribution Provider may terminate this Agreement if Interconnection Customer fails to maintain its QF status for the term of this Agreement or upon termination of Interconnection Customer s PURPA PPA 3 3 3 1 If Section 3 3 3 applies Interconnection Customer is responsible for maintaining QF status and must notify Distribution Provider sixty 60 Calendar Days in advance of Interconnection Customer failing to maintain its QF status selling to a third party or termination of its PURPA PPA If Interconnection Customer fails to provide such notice it is wholly responsible for any penalties incurred from any Governmental Authority or the California Independent System Operator Corporation CAISO including penalties and charges incurred by the Distribution Provider as a result o
113. Applicant the option to either attend an Initial Review results meeting or proceed directly to Supplemental Review Net Energy Metering Applicants covered under Section D 13 1 shall proceed directly to Supplemental Review without an Initial Review results meeting Applicant shall notify Distribution Provider within ten 10 Business Days following such notification whether to i proceed to an Initial Review results meeting ii proceed to Supplemental Review or iii withdraw the Interconnection Request Applicant may request one extension of no more than ten 10 Business Days to respond If Applicant fails to notify Distribution Provider within ten 10 Business Days of such notification or at the end of the extension if one was requested the Interconnection Request shall be deemed withdrawn No changes may be made to the planned Point of Interconnection or Generating Facility size included in the Interconnection Request during the Initial Review Process unless such changes are agreed to by Distribution Provider Where agreement has not been reached Applicants choosing to change the Point of Interconnection or Generating Facility size must reapply and submit a new Interconnection Request Applicants that elect to proceed to Supplemental Review shall provide a nonrefundable Supplemental Review fee set forth in Section E 2 c with their response 38 Revised Rule 21 Tariff The Supplemental Review fee shall be waived for Interconnection Re
114. At Distribution Provider s option it may offer to study any Applicant that qualifies under this Section F 3 b under the Independent Study Process provided that Applicant and Distribution Provider agree on a revised study timeline 43 Revised Rule 21 Tariff C Transmission Cluster Study Process If Applicant s Interconnection Request fails Screen Q or elects to be studied under the Transmission Cluster Study Process Applicant shall have the option of applying for Interconnection under the Transmission Cluster Study Process of the Wholesale Distribution Access Tariff in accordance with its provisions If Applicant fails Screen Q Applicant s Interconnection Request shall be deemed withdrawn under this Rule regardless of whether Applicant applies for Interconnection under the WDAT An Applicant that chooses to apply under the Transmission Cluster Study Process of the WDAT must file a valid Interconnection Request and post the applicable study deposit as set out in Distribution Provider s WDAT If Applicant chooses to apply under the WDAT then Applicant s Interconnection Request will be subject to the terms of Distribution Provider s WDAT applicable to the Transmission Cluster Study Process including those provisions establishing cost responsibility Upon completion of the Transmission Cluster Study Process under the WDAT Applicants that are eligible for a State jurisdictional Interconnection can in accordance with the WDAT either
115. BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Rulemaking 11 09 011 Order Instituting Rulemaking on the Filed September 27 2011 Commission s own motion to improve distribution level interconnection rules and regulations for certain classes of electric generators and electric storage resources MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT REVISING DISTRIBUTION LEVEL INTERCONNECTION RULES AND REGULATIONS Kevin Fox Sky Stanfield Tim Lindl KEYES amp FOX LLP 436 14th Street Suite 1305 Oakland CA 94612 Telephone 510 314 8201 Facsimile 510 225 3848 E mail kfox keyesandfox com E mail sstanfield keyesandfox com E mail tlindl keyesandfox com Attorneys for the Interstate Renewable Energy Council Inc Dated March 16 2012 TABLE OF CONTENTS TABLE OF AUTHORITIES ssscssesssssusesnssosextoos sanesisssodatisssisubsacsossiesatstestessusesisntnenssassuvessossvsnsisvonsh ii I FACTUAL AND PROCEDURAL BACKGROUND ccsssscssssscesssssesssessessessesesseesess 2 A The Settlement Agreement Continues the Work of the Rule 21 Working Group 2 B Rule 21 Affects the Achievement of State Policy Goals for Distribution Level RESOUTCS ninss arn E EEE RE N ar Ranat 3 C Description ofthe Settlement Process ssssesesessesessssesseseesstssessrsseesseesessresseeseeseessre 4 Il SUMMARY OF THE PROPOSED SETTLEMENT AGREEMENT cccssssssssssoees 5 A Adoption of the Revised Tariff
116. Cooling Pressure in psig Steam Units only Please attach a plot of generator terminal voltage versus field current that shows the air gap line the open circuit saturation curve and the saturation curve at full load and rated power factor Excitation System Information Please repeat the following for each generator A Indicate the Manufacturer and Type of excitation system used for the generator For exciter type please choose from 1 to 9 below or describe the specific excitation system 1 Rotating DC commutator exciter with continuously acting regulator The regulator power source is independent of the generator terminal voltage and current 2 Rotating DC commentator exciter with continuously acting regulator The regulator power source is bus fed from the generator terminal voltage 3 Rotating DC commutator exciter with non continuously acting regulator i e regulator adjustments are made in discrete increments 4 Rotating AC Alternator Exciter with non controlled diode rectifiers The regulator power source is independent of the generator terminal voltage and current not bus fed 3C 3D w IO 5 Rotating AC Alternator Exciter with controlled thyristor rectifiers The regulator power source is fed from the exciter output voltage 6 Rotating AC Alternator Exciter with controlled thyristor rectifiers 7 Static Exciter with controlled thyristor
117. Detailed Study Regardless of study process all Generating Facilities shall be designed to meet the applicable requirements of Section H which identifies Generating Facility Design and Operation Requirements Fast Track review consists of an Initial Review and if required a Supplemental Review The need for Supplemental Review will be determined based on the results of Initial Review Screens A through M in Section G Applicants that successfully pass Initial Review Screens A through M will be allowed to interconnect without Supplemental Review If Supplemental Review is required Distribution Provider will notify Applicant and Applicant must pay a nonrefundable Supplemental Review fee or withdraw its Interconnection Request Supplemental Review shall consist of the application of Screens N through P in Section G 2 Applicants that pass Screens N through P will be allowed to interconnect without additional review If Supplemental Review reveals that a proposed Generating Facility cannot be interconnected to Distribution Provider s Distribution System by means of Fast Track evaluation Distribution Provider will notify Applicant that Detailed Study will be required Failure to pass Fast Track evaluation means only that further review and or study are required before the Generating Facility can be interconnected with Distribution Provider s Distribution System It does not mean that the Generating Facility cannot be interconnected 36 Revised
118. Doubly fed asynchronous generator Type 4 Full converter interface D Nameplate Rating each WTG kKW kVA E Rated Terminal Voltage kV F For Type 1 or Type 2 WTGs 1 uncompensated power factor at full load 2 power factor correction capacitors at full load MVAR 3 number of shunt stages and size 4 Please attach capability curve describing reactive power or power factor range from no output to full rated output including the effect of shunt compensation For Type 3 or Type 4 WTGs 1 Maximum under excited power factor at full load 2 Maximum over excited power factor at full load 3 Control mode voltage control fixed power factor 4 Please attach capability curve describing reactive power or power factor range from no output to full rated output Short Circuit Characteristics Applicant to provide technical data related to the short circuit characteristics of proposed WTGs for short circuit duty study modeling purposes For example the applicant can provide manufacturer short circuit test data showing faulted condition for three phase and single line to ground fault Distribution Provider may require testing verification of voltage and harmonic performance during commissioning test of WTG based generation projects Inverter Based Generation Systems Information Proposed inverter based generation projects may include one or more types of inverters Please repeat the following for each type of inverter
119. Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process any right power or authority to enter into any agreement or undertaking for or act on behalf of or to act as or be an agent or representative of or to otherwise bind the other Party 12 8 Severability If any provision or portion of this Agreement shall for any reason be held or adjudged to be invalid or illegal or unenforceable by any court of competent jurisdiction or other Governmental Authority 1 such portion or provision shall be deemed separate and independent 2 the Parties shall negotiate in good faith to restore insofar as practicable the benefits to each Party that were affected by such ruling and 3 the remainder of this Agreement shall remain in full force and effect 12 9 Security Arrangements Infrastructure security of electric system equipment and operations and control hardware and software is essential to ensure day to day reliability and operational security All public utilities are expected to meet basic standards for system infrastructure and operational security including physical operational and cyber security practices 12 10 Environmental Releases Each Party shall notify the other Party first orally and then in writing of the release of any hazardous substances any asbestos or lead abatement act
120. GIES CLEAN COALITION INTERSTATE RENEWABLE ENERGY COUNCIL SIERRA CLUB SOLAR ENERGY INDUSTRIES ASSOCIATION SUNEDISON SUNLIGHT PARTNERS SUSTAINABLE CONSERVATION THE VOTE SOLAR INITIATIVE IN THE ORDER INSTITUTING RULEMAKING ON THE COMMISSION S OWN MOTION TO IMPROVE DISTRIBUTION LEVEL INTERCONNECTION RULES AND REGULATIONS FOR CERTAIN CLASSES OF ELECTRIC GENERATORS AND ELECTRIC STORAGE RESOURCES RULEMAKING 11 09 011 In accordance with Article 12 of the Rules of Practice and Procedure of the California Public Utilities Commission Commission Pacific Gas and Electric Company San Diego Gas amp Electric Company and Southern California Edison Company jointly the IOUs and Aloha Systems Incorporated California Farm Bureau Federation Center For Energy Efficiency And Renewable Technologies Clean Coalition Interstate Renewable Energy Council Sierra Club Solar Energy Industries Association SunEdison Sunlight Partners Sustainable Conservation The Vote Solar Initiative jointly the Settling Parties by and through their undersigned representatives enter into this Settlement Agreement resolving the matters described herein As proposed by the IOUs and the Settling Parties these matters will constitute the first phase of Rulemaking 11 09 011 entitled Order Instituting Rulemaking on the Commission s own motion to improve distribution level interconnection rules and regulations for certain classes of electric generator
121. Good Utility Practice 1 5 3 The Distribution Provider shall construct operate and maintain its Distribution System Transmission System Interconnection Facilities Distribution Upgrades and Network Upgrades in accordance with this Agreement and with Good Utility Page 2 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Practice 1 5 4 The Interconnection Customer agrees to construct its facilities or systems in accordance with applicable specifications that meet or exceed those provided by the National Electrical Safety Code the American National Standards Institute IEEE Underwriter s Laboratory and Operating Requirements in effect at the time of construction and other applicable national and state codes and standards The Interconnection Customer agrees to design install maintain and operate its Generating Facility so as to reasonably minimize the likelihood of a disturbance adversely affecting or impairing the system or equipment of the Distribution Provider and any Affected Systems The Interconnection Customer shall comply with the Distribution Provider s Interconnection Handbook In the event of a conflict between the terms of this GIA and the terms of the Distribution Provider s Interconnection Handbook the terms in this GIA shall govern 1 5 5 Each Party shal
122. Greater than 120 10 Cycles 0 16 Seconds For Generating Facilities with a Rating greater than 30 kVA set points shall be field adjustable and different voltage set points and trip times from those in Table H 1 may be negotiated with Distribution Provider Maximum Trip Time refers to the time between the onset of the abnormal condition and the Generating Facility ceasing to energize Distribution Provider s Distribution System Protective Function equipment and circuits may remain connected to Distribution Provider s Distribution System to allow sensing of electrical conditions for use by the reconnect feature The purpose of the allowed time delay is to allow for a Generating Facility to minimize tripping during short term system disturbances Set points shall not be user adjustable for generating facilities less than 30 kW C Paralleling The Generating Facility shall parallel with Distribution Provider s Distribution or Transmission System without causing a voltage fluctuation at the PCC greater than plus minus 5 of the prevailing voltage level of Distribution Provider s Distribution or Transmission System at the PCC and meet the flicker requirements of Section H 2 d 78 Revised Rule 21 Tariff Section L Certification and Testing Criteria provides technology specific tests for evaluating the paralleling Function IEEE 1547 4 1 3 d Flicker The Generating Facility shall not create objectionable
123. Interconnecting Under the Fast Track Process WE DELIVER ENERGY TABLE OF CONTENTS Article 1 Scope and Limitations of Agreement 1 1 Applicability 1 2 Purpose 1 3 No Agreement to Purchase or Deliver Power 1 4 Limitations 1 5 Responsibilities of the Parties 1 6 Parallel Operation Obligations 1 7 Metering 1 8 Reactive Power 1 9 Capitalized Terms Article 2 Inspection Testing Authorization and Right of Access 2 1 Equipment Testing and Inspection 2 2 Authorization Required Prior to Parallel Operation 2 3 Right of Access Article 3 Effective Date Term Termination and Disconnection 3 1 Effective Date 3 2 Term of Agreement 3 3 Termination 3 4 Temporary Disconnection Article 4 Cost Responsibility for Interconnection Facilities and Distribution Upgrades 4 1 Interconnection Facilities 4 2 Distribution Upgrades Article 5 Cost Responsibility for Network Upgrades 5 1 Applicability 5 2 Network Upgrades 5 3 Intentionally Omitted 5 4 Rights Under Other Agreements Article 6 Billing Payment Milestones and Financial Security Page i of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E Effective April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process 6 1 Billing and Payment Procedures and Final Accounting 6 2 Milestones 6 3 Financial Security Arrangements Article 7 Assignment Liability I
124. Interconnection Request Each Applicant will complete Sections 1 and 2 of this Attachment A Each Applicant will complete the applicable data in Sections 3 through 6 of this Attachment A based on the type of generating facility ies requesting interconnection Section 3 for synchronous generators Section 4 for induction generators Section 5 for wind turbine generators and Section 6 for inverter based generators Each Applicant will complete Sections 7 through 10 as applicable At any time Distribution Provider may require Applicant to provide additional technical data or additional documentation supporting the technical data provided as deemed necessary by the Distribution Provider to perform Interconnection Studies other studies or evaluations as set forth under Rule 21 1 Provide two original prints and one reproducible copy no larger than 36 x 24 of the following A Site drawing to scale showing generator location and Point of Interconnection with the Distribution Provider s Distribution System B Single line diagram showing applicable equipment such as generating units step up transformers auxiliary transformers switches disconnects of the proposed interconnection including the required protection devices and circuit breakers For wind and photovoltaic generator projects the one line diagram should include the distribution lines connecting the various groups of generating units the generator capacitor banks t
125. PCC varies from and remains outside normal nominally 60 Hz by the predetermined amounts set forth in Table H 2 the Generating Facility s Protective Functions shall cease to energize Distribution Provider s Distribution or Transmission System within the stated maximum trip time 79 Revised Rule 21 Tariff Table H 2 Frequency Trip Settings Frequency Range Maximum Trip Time 1 Generating Facility Rating Assuming 60Hz Nominal Assuming 60 Cycles per Second Less or equal to 30kW Less than 59 3 Hz 10 Cycles Greater than 60 5 Hz 10 Cycles Greater than 30 kW Less than 57 0 Hz 10 Cycles Less than an adjustable value Adjustable between 10 and 18 000 between 59 8 Hz and 57 Hz but Cycles 2 3 greater than 57 Hz 2 Greater than 60 5 Hz 10 Cycles 1 Maximum Trip time refers to the time between the onset of the abnormal condition and the Generating Facility ceasing to energize Distribution Provider s Distribution or Transmission System Protective Function sensing equipment and circuits may remain connected to Distribution Provider s Distribution or Transmission System to allow sensing of electrical conditions for use by the reconnect feature The purpose of the allowed time delay is to allow a Generating Facility to ride through short term disturbances to avoid nuisance tripping Set points shall not be user adjustable though they may be field adjustable by qualified personnel For Generating Facilities with a Gr
126. Power Flow Base Cases and Dynamic Stability Data has established power flow and dynamic modeling requirements for generation projects in WECC base cases In general if the aggregate sum of generation on a bus exceeds 10 MVA it should not be netted Furthermore the total netted generation in an area should not exceed five percent of the area s total generation Based on current WECC modeling requirements the following information will be required for all generation projects whose net capacity is greater than 10 MVA The following information may also be required for generation projects less than 10 MVA on a case by case basis based on the amount of generation in the area of the requested Point of Interconnection A Provide load flow model for the generating plant and its interconnection facilities in GE PSLF epc format including new buses generators transformers interconnection facilities An equivalent model is required for the plant with generation collector systems This data should reflect the technical data provided in this Attachment A B For each generator governor exciter power system stabilizer WTG or inverter based generator select the appropriate dynamic models from the General Electric PSLF Program Manual and provide the required input data Include any user written p EPCL files to simulate inverter based plants dynamic responses typically needed for inverter based PV wind plants Provide a completed dyd file that
127. Provider install Net Generation Output Metering at the customer s expense All metering options available to the customer must conform to the requirements set forth in Distribution Provider s Rule 22 Rule 25 for SDG amp E If Distribution Provider does not receive meter data in accordance with Rule 22 Distribution Provider shall have the right to install Distribution Provider owned Net Generation Output Metering at the customer s expense The relevant factors in determining the need for Net Generation Output Metering are as listed below a Data requirements in proportion to need for information b Producer s election to install equipment that adequately addresses Distribution Provider s operational requirements c Accuracy and type of required Metering consistent with purposes of collecting data d Cost of Metering relative to the need for and accuracy of the data e The Generating Facility s size relative to the cost of the Metering monitoring f Other means of obtaining the data e g Generating Facility logs proxy data etc 84 Revised Rule 21 Tariff g Requirements under any Generator Interconnection Agreement with Producer The requirements in this Section may not apply to Metering of Generating Facilities operating under Distribution Provider s Net Energy Metering tariff pursuant to California PUC section 2827 et seq Nothing in this Section J 3 supersedes Section D 4 Compliance with Laws
128. ROPOSED RULE 21 REVISED TARIFF Page A 12 APPENDIX A interconnection requests Fast Track and Detailed Study Fast Track evaluation see Subsection F 1 b allows for rapid approval of the interconnection of those generating facilities that do not require Detailed Study Fast Track review consists of an Initial Review and if required a Supplemental Review The need for Supplemental Review is determined based on the results of technical review screens A through M which are set forth in Revised Tariff Subsection G 1 Applicants that successfully pass initial review screens A through M will be allowed to interconnect without Supplemental Review Applicants that fail an initial review screen may require Supplemental Review Supplemental Review consists of the application of technical review screens N through P which are set forth in Revised Tariff Subsection G 2 Applicants that pass Supplemental Review will be allowed to interconnect without additional review However if Supplemental Review reveals that a proposed generating facility cannot be interconnected to the distribution provider s distribution system by means of Fast Track evaluation the distribution provider will notify the applicant that Detailed Study will be required Under the Revised Tariff Detailed Study see Subsection F 1 c will be required for interconnection requests that either apply directly for Detailed Study are not eligible for Fast Track or do not pass Fast Track evaluati
129. Rule 21 Tariff C Detailed Studies Detailed Study will be required for Interconnection Requests that either apply directly for Detailed Study are not eligible for Fast Track evaluation or do not pass Fast Track evaluation Detailed Study shall consist of one of three study processes i Independent Study Process ii Distribution Group Study Process or iii Transmission Cluster Study Process The specific study process that is applied will depend on the results of Screens Q and R in Section G 3 Interconnection Requests that are found to be electrically interdependent with earlier queued interconnection requests with impacts on the Transmission System and thereby fail screen Q will proceed to the Transmission Cluster Study Process Interconnection Requests that are not electrically interdependent with earlier queued interconnection requests with impacts on the Transmission System and thereby pass screen Q will be studied under either the Independent Study Process or the Distribution Group Study Process d Compliance with Timelines Distribution Provider shall use Reasonable Efforts in meeting all the timelines set out in this Rule or mutually modified by Distribution Provider and Applicant pursuant to Section D 15 Each Distribution Provider shall designate an ombudsman with authority to resolve disputes over missed timelines The identity role and contact information of the ombudsman shall be available on Distribution Provider s web
130. Should an Interconnection Request be withdrawn by Applicant or be deemed withdrawn by Distribution Provider by written notice under Section F 6 at any time more than thirty 30 Calendar Days after the results meeting for the Interconnection System Impact Study the detailed study deposit shall be non refundable Upon execution of a Generator Interconnection Agreement by an Applicant and Distribution Provider Distribution Provider shall refund to Applicant any portion of Applicant s detailed study deposit that exceeds the costs Distribution Provider CAISO and third parties have incurred on Applicant s behalf including interest from the date of receipt by Distribution Provider to the date of payment to Applicant The applicable interest shall be one twelfth of the Federal Reserve three month Commercial Paper Rate Non Financial from the Federal Reserve Statistical Release H 15 expressed as an annual rate Notwithstanding the foregoing an Applicant that withdraws or is deemed to have withdrawn its Interconnection Request shall be obligated to pay to Distribution Provider all costs in excess of the detailed study deposit that have been prudently incurred or irrevocably have been committed to be incurred with respect to that Interconnection Request prior to withdrawal Distribution Provider will reimburse the CAISO or third parties as applicable for all work performed on behalf of the withdrawn Interconnection Request at Distribution Pro
131. Supplemental Review results For Interconnection Requests that pass Supplemental Review and do require Interconnection Facilities or Distribution 39 Revised Rule 21 Tariff Upgrades within fifteen 15 Business Days of providing notice of Supplemental Review results Distribution Provider shall provide Applicant with a non binding cost estimate of any Interconnection Facilities or Distribution Upgrades For all Interconnection Requests that pass Supplemental Review refer to Section F 2 e for cost responsibility and time frames for completing the Generator Interconnection Agreement For Interconnection Requests that fail Supplemental Review Distribution Provider shall provide the technical reason data and analysis supporting the Supplemental Review results in writing including if Distribution Provider can make the determination which Detailed Study track Applicant qualifies for and provide Applicant the option to attend a Supplemental Review results meeting or proceed directly to Detailed Study Applicant shall notify Distribution Provider within fifteen 15 Business Days following such notification whether to i proceed to a Supplemental Review results meeting ii proceed to Detailed Study or iii withdraw the Interconnection Request Applicant may request one extension of no more than fifteen 15 Business Days to respond If Applicant fails to notify Distribution Provider within fifteen 15 Business Days of such notification or a
132. Upon termination of this Agreement the Generating Facility will be disconnected from the Distribution Provider s Distribution System All costs required to effectuate such disconnection shall be borne by the terminating Party unless such termination resulted from the non terminating Party s Default of this GIA or such non terminating Party otherwise is responsible for these costs under this GIA The termination of this Agreement shall not relieve either Party of its liabilities and obligations owed or continuing at the time of the termination This provisions of this article shall survive termination or expiration of this Agreement If the Generating Facility no longer falls within the scope and description provided in Section 1 1 of this Agreement this Agreement is terminated Temporary Disconnection Temporary disconnection shall continue only for so long as reasonably necessary under Good Utility Practice 3 4 1 3 4 2 Page 7 of 34 Emergency Conditions Emergency Condition shall mean a condition or situation 1 that in the judgment of the Party making the claim is imminently likely to endanger life or property or 2 that in the case of the Distribution Provider is imminently likely as determined in a non discriminatory manner to cause a material adverse effect on the security of or damage to the Distribution System the Distribution Provider s Interconnection Facilities or any Affected Systems s or 3 that in
133. Us most recent update to distribution level interconnection procedures The IOUs filed revisions to their WDATs at FERC in Spring 2011 The revisions coordinate the WDAT interconnection procedures with those at the California Independent System Operator CAISO in order to achieve the greatest level of efficiency in interconnection to both the transmission and distribution systems FERC found the utility WDATs to be a i Order Conditionally Accepting Tariff Revisions and Denying Motions 135 FERC 4 61 093 at P 2 Apr 29 2011 accepting SCE s revised WDAT MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 12 just and reasonable compromise between competing interconnection interests Incorporating provisions from these WDAT tariffs into Rule 21 will help ensure that these recent refinements are reflected in the Revised Tariff It is also reasonable to incorporate provisions included in the FERC SGIP procedures Utilities regulators renewable energy advocates industry and government experts from numerous states participated in drafting the FERC SGIP As such it reflects the accumulated experiences of entities that have interconnected large numbers of facilities throughout the country The SGIP is one of the most widely used model interconnection procedures in the nation for the development of state interconnection rules Key examples of provisions that are imported or modified from the IOUs WDATs or the FERC SGIP i
134. a detailed study deposit of 10 000 for the Interconnection System Impact Study and where an Interconnection Facilities Study is required an additional 15 000 deposit must be submitted as required in Section F 3 d viii For a Generating Facility with a Gross Nameplate Rating above 5 MW Applicant must submit a Detailed Study deposit equal to 50 000 plus 1 000 per MW of electrical output of the Generating Facility or the increase in electrical output of the existing Generating Facility as applicable rounded up to the nearest whole MW up to a maximum of 250 000 ii Use of Detailed Study Deposit The Detailed Study deposit shall be applied to pay for prudent costs incurred by Distribution Provider the CAISO or third parties at the direction of Distribution Provider or CAISO as applicable to perform and administer the Interconnection Studies Deposit amounts that exceed the prudent costs incurred by Distribution Provider shall be refunded to Applicant within sixty 60 Calendar Days following the issuance of the final study applicable to the Interconnection Request The Detailed Study deposits shall be refundable as follows 1 Should an Interconnection Request be withdrawn by Applicant or be deemed withdrawn by Distribution Provider by written notice under Section F 6 on or before thirty 30 Calendar Days following the scoping meeting Distribution Provider shall refund to Applicant any portion of Applicant s detailed study deposit t
135. able timely and reasonably priced as possible B The Settlement is Consistent with the Law A settlement meets the Commission s standard to comply with the law if it does not contravene California statutes or CPUC precedent The Joint Parties are not aware of any state statute or Commission decision that prohibits any of the provisions in the Settlement Agreement Revised Tariff or Standardized Forms A settlement is consistent with the law if it promotes the achievement of state and Commission policy goals As discussed at length above and in Appendix A the Revised Tariff and Standardized Forms will make the process of interconnecting distribution level generation more predictable timely and reasonably priced Renewable CHP energy storage and K PG amp E Rate Case at 109 an Id MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 15 procurement programs targeting distribution level generators will benefit from the Commission s approval of the Settlement Agreement C The Settlement is in the Public Interest A reasonable settlement that is consistent with the law is inherently in the public interest There is no doubt that the Settlement Agreement has decreased potential litigation expenses and preserved Commission resources The settlement is a detailed thoughtfully considered set of documents that deals with complex and technical issues The achievement of such a settlement in less than seven months is extraordinary Mor
136. achment 4 Milestones Attachment 5 Additional Operating Requirements for the Distribution Provider s Distribution System and Affected Systems Needed to Support the Interconnection Customer s Needs Attachment 6 Distribution Provider s Description of its Upgrades and Cost Responsibility This Interconnection Agreement Agreement or GIA is made and entered into this day of 20_ by Distribution Provider and Interconnection Customer each hereinafter sometimes referred to individually as Party or both referred to collectively as the Parties Distribution Provider Information Distribution Provider Attention Address City State Zip Phone Fax Interconnection Customer Information Interconnection Customer Attention Address City State Zip Phone Fax Interconnection Customer Application No WHEREAS Interconnection Customer proposes to interconnect to the Distribution System WHEREAS the basis for the Parties entering into this Agreement is that Interconnection Customer is a Qualifying Facility QF and will sell all of its exports to the grid to the Distribution Provider under a power purchase agreement PPA entered into pursuant to the Public Utility Regulatory Policies Act of 1978 PURPA or WHEREAS the basis for the Parties entering into this Agreement is Insert Description or N A
137. ail adam sunlightpartners com By IN WITNESS WHEREOF The 10Us and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated By Name J Stacey Suflivan Title Policy Director Name of Organization Sustainable Conservation Address 98 Battery Street Suite 302 San Francisco CA 94111 Telephone 415 977 0380 Facsimile 415 977 0381 Email ssullivan suscon org IN WITNESS WHEREOF The OUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 4 44 2012 By Ake ZA Dota Kelly M Foley Attorney The Vote Solar Initiative 2089 Tracy Court Folsom CA 95630 Phone 916 367 2017 Facsimile 520 463 7025 Email kelly votesolar org ATTACHMENT A Revised Rule 21 Tariff PG amp E Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process PG amp E Rule 21 Exporting Generating Facility Interconnection Request SCE Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process SCE Rule 21 Exporting Generating Facility Interconnection Request SDG amp E Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process SDG amp E Rule 21 Exporting Generating Facility Interconnection Request Revised Rule 21 Tariff A Table of Contents B
138. ale Distribution Access Tariff Attachment I 11 1 SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 5 APPENDIX A confidential information may be released to the CPUC or FERC or their respective staff and 4 other required disclosures Subsections D 10 Local Furnishing Bonds D 11 Coordination with Affected Systems D 12 Transferability of Interconnection Request D 13 Special Provisions Applicable to Net Energy Metered Applicants D 14 Compliance with Established Timelines and D 15 Modification of Timelines are new provisions Subsection D 10 establishes provisions that address a proposed interconnection request s impairment of the tax exempt status of local furnishing bonds or the deductibility of interest for such bonds and sets forth requirements that an applicant pay the costs properly attributable This provision is in accordance with tariff provisions that require most non NEM generating facilities to pay for all costs that result from an interconnection request Subsection D 11 incorporates and builds upon provisions currently contained in utility WDATs to address the need for a distribution provider to notify and coordinate interconnection studies if appropriate with the operators of other grid systems that may be impacted by an interconnection request Subsection D 12 addresses circumstance under which an interconnection applicant may transfer its interconnection request to another entity Subs
139. all relevant supporting documentation workpapers and pre Interconnection Request and post Interconnection Request power flow short circuit and stability databases and currently planned Distribution Upgrades relevant to the Interconnection Request for the Interconnection System Impact Study Applicant may be required to sign a non disclosure agreement with terms consistent with Section D 7 regarding Confidentiality iii Interconnection System Impact Study Results Meeting If requested by Applicant a results meeting shall be held among Distribution Provider the CAISO if applicable and Applicant to discuss the results of the Interconnection System Impact Study including assigned cost responsibility Within five 5 Business Days of such request Distribution Provider shall contact Applicant to establish a date agreeable to Applicant Distribution Provider and the CAISO if applicable for the results meeting iv Initial Posting of Interconnection Financial Security Applicant shall make its initial posting of Interconnection Financial Security in accordance with the requirements of Section F 4 b within sixty 60 Calendar Days after being provided with the final Interconnection System Impact Study report or its Interconnection Request shall be deemed withdrawn The initial posting of Interconnection Financial Security will be based on the cost responsibility for Network Upgrades Distribution Upgrades and Distribution Provider s Interconne
140. an reasonable care in protecting Confidential Information Each Party may use Confidential Information solely to fulfill its obligations to the other Party under this Agreement or its regulatory requirements Order of Disclosure If a court or a Government Authority or entity with the right power and apparent authority to do so requests or requires either Party by subpoena oral deposition interrogatories requests for production of documents administrative order or otherwise to disclose Confidential Information that Party shall provide the other Party with prompt notice of such request s or requirement s so that the other Party may seek an appropriate protective order or waive compliance Notwithstanding the absence of a protective order or waiver the Party may disclose such Confidential Information which in the opinion of its counsel the Party is legally compelled to disclose Each Party will use Reasonable Efforts to obtain reliable assurance that confidential treatment will be accorded any Confidential Information so furnished Remedies The Parties agree that monetary damages would be inadequate to compensate a Party for the other Party s Breach of its obligations under this Article Each Party accordingly agrees that the other Party shall be entitled to equitable relief by way of injunction or otherwise if the first Party Breaches or threatens to Breach its obligations under this Article which equitable relief shall be granted
141. ances Transmission Cluster Study Process The cluster study process as defined in Distribution Provider s Wholesale Distribution Access Tariff Wholesale Distribution Tariff for PG amp E Wholesale Open Access Distribution Tariff for SDG amp E Transmission System Transmission facilities owned by Distribution Provider that have been placed under the CAISO s operational control and are part of the CAISO Controlled Grid as defined in the CAISO Tariff Type Test A test performed on a sample of a particular model of a device to verify specific aspects of its design construction and performance 18 Revised Rule 21 Tariff Unintended Island The creation of an Island usually following a loss of a portion of Distribution Provider s Distribution System without the approval of Distribution Provider Unsafe Operating Conditions Conditions that if left uncorrected could result in harm to personnel damage to equipment loss of System Integrity or operation outside pre established parameters required by the Generator Interconnection Agreement Wholesale Distribution Access Tariff SCE s Wholesale Distribution Access Tariff WDAT PG amp E Wholesale Distribution Tariff WDT and SDG amp E s Wholesale Open Access Distribution Tariff WADT General Rules Rights and Obligations Authorization Required to Operate A Producer must comply with this Rule execute a Generator Interconnection Agreement with Distribution Provider
142. and Accountability Article II G of the Settlement Agreement includes a commitment from Commission Staff to work with parties to develop quarterly public reporting requirements related to each IOUs compliance with the Revised Tariff and its timelines Attachment C of the Settlement Agreement contains minimum engineering review data that Commission Staff has agreed to include in a reporting proposal that will be issued in the OIR The engineering review data requirements attempt to provide greater clarity on the reasons why an interconnection request was deemed to require a certain level of review including which specific screens the request passed or failed and the time required for a distribution provider to complete interconnection Id Article T C a The IOUs use different titles for their FERC jurisdictional tariffs SCE and SDG amp E use Wholesale Distribution Access Tariff and PG amp E uses Wholesale Distribution Tariff For ease of reference the Motion will refer to each of these tariffs as WDAT Settlement Agreement Article II F Id y Id Article 11 G 1 4 at Id Attachment C 7 9 28 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 8 system impact studies and facilities studies Article II G also recommends that the Commission direct the Consumer Affairs Branch to be specifically trained to handle disputes regarding missed timelines It further recommends a ten business day deadline to
143. and Standardized FOrms ccesesseeseeeteeeeeeeeceneeneeees 5 B Phasing Interdependency and Procedural Recommendations escesceeseeeeeeeeeee 6 C Coordination with the Federal Energy Regulatory Commission ccccesceeseeetees 8 D Reporting and Accountability sacsicssncsenensieaniarnninn ines 8 Il THE SETTLEMENT IS REASONABLE AND IN THE PUBLIC INTEREST 9 A The Settlement is Reasonable in Light of the Whole Record ccecceseeeeeeeeeeeeees 10 I Provisions Based on Existing Rule 21 oiaiscsicccscessetcsicawatesesasccctissvenisdanddvoantieanoieies 11 2 Provisions Based on the WDA T and SGIP x ssicacsascatecacadadostetactasgernendevcceiaens 12 3 USWA VS TOTS 5 as 2ssjccasecanscssnnicesasnnass a E NT 13 B The settlement is Consistent with the Law ciacasccswicesadunsdsecessasengbaderaseacetaasnaiserceoasie 15 C The Settlement 1s im the Public IMtereStenciseneieonen a 16 IV THE JOINT SETTLEMENT PARTIES HAVE COMPLIED WITH THE REQUIREMENTS OF RULE 12 1 D ccsscssssssssssssscsssscssssssscsssssssssscsssssssssssesssscssscsssessvesses 16 V HEARINGS ARE NOT REQUIRED sisessesississsescesssiscssotssessessesessnsvrenssssonbeoseasessicesesessosse 16 VI THE JOINT SETTLEMENT PARTIES STIPULATE TO THE PARTICIPATION OF COMMISSION STAFF IN AN ADVISORY ROLE IN THE OIFR cccesesseees 17 VEE CONCLUSION ssies issssssessassssessseasvasincssonseosssonsdessessonsesesessssesiessoeseenssesesen sens senesaavennesisos
144. ange is acceptable provided the reactive power of the Generating Facility is used to meet the reactive power needs of the Host Loads or that reactive power is otherwise provided under tariff by Distribution Provider The Interconnection Customer shall notify Distribution Provider if it is using the Generating Facility for power factor correction Unless otherwise agreed upon by the Interconnection Customer and Distribution Provider Generating Facilities shall automatically regulate power factor not voltage while operating in parallel with Distribution Provider s Distribution System 1 9 Capitalized Terms Capitalized Terms used herein shall have the meanings specified in the Glossary of Terms in Attachment 1 or the body of this Agreement Article 2 Inspection Testing Authorization and Right of Access 2 1 Equipment Testing and Inspection 2 1 1 Pursuant to Rule 21 the Interconnection Customer shall test and inspect its Generating Facility and Interconnection Facilities prior to interconnection The Interconnection Customer shall notify the Distribution Provider of such activities no fewer than five Business Days or as may be agreed to by the Parties prior to such testing and inspection Testing and inspection shall occur on a Business Day The Distribution Provider may at its own expense send qualified personnel to the Generating Facility site to inspect the interconnection and observe the testing The Interconnection Customer shall p
145. annual transmission cluster studies and applicable deadlines Similar to the Interconnection Agreements the Interconnection Requests are based on those used in the IOUs WDATs Changes to the WDAT forms have been made in the Interconnection Requests that conform to the differences between the WDAT interconnection See e g Pacific Gas amp Electric Company Wholesale Distribution Tariff Attachment I Attachment 2 SUMMARY OF THE PROPOSED INTERCONNECTION REQUEST FORMS Page C 1 APPENDIX A procedures and the Revised Tariff The ordering of the sections is also different in the WDAT requests from that used in the Rule 21 requests Changes to the capitalized terms and section references throughout the Interconnection Requests maintain consistency with revisions made in the Revised Tariff SUMMARY OF THE PROPOSED INTERCONNECTION REQUEST FORMS Page C 2 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Order Instituting Rulemaking on the Rulemaking 11 09 011 Commission s own motion to improve Filed September 27 2011 distribution level interconnection rules and regulations for certain classes of electric generators and electric storage resources SETTLEMENT AGREEMENT BETWEEN PACIFIC GAS AND ELECTRIC COMPANY SAN DIEGO GAS amp ELECTRIC COMPANY SOUTHERN CALIFORNIA EDISION COMPANY and ALOHA SYSTEMS INCORPORATED CALIFORNIA FARM BUREAU FEDERATION CENTER FOR ENERGY EFFICIENCY AND RENEWABLE TECHNOLO
146. ant of the results of the Supplemental Review within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Business Days before the Distribution Provider completed the Supplemental Review and notified the Applicant of the results of the Supplemental Review If subject to the Electrical Independence Test results of the Electrical Independence Test i e whether the Transmission Cluster Study Process Independent Study Process or Distribution Cluster Study Process is indicated If subject to review under Screen Q and or R and upon validation of the Interconnection Request and receipt of appropriate study fees from the Applicant whether the Distribution Provider completed this Screen Q and or R analysis within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Business Days before the Distribution Provider completed this Screen Q and or R analysis and notified the Applicant of the results of the Screen Q and or R analysis If applicable and after the execution of an Independent Study Process Study Agreement whether the Distribution Provider completed an Interconnection System Impact Study within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Calendar Days Business Days before the Distribution Provider completed and issued this Interconnection System Impact S
147. arting Voltage Drop is acceptable The option to be used is at Distribution Provider s discretion Option 1 Distribution Provider may determine that the Generating Facility s starting In rush Current is equal to or less than the continuous ampere rating of the Customer s service equipment Option 2 Distribution Provider may determine the impedances of the service distribution transformer if present and the secondary conductors to Customer s service equipment and perform a voltage drop calculation Alternatively Distribution Provider may use tables or nomographs to determine the voltage drop Voltage drops caused by starting a Generator must be less than 2 5 for primary Interconnections and 5 for secondary Interconnections Significance 1 This Screen addresses potential voltage fluctuation problems that may be caused by Generators that start by motoring 2 When starting Generating Facilities should have minimal impact on the service voltage to other Distribution Provider Customers 3 Passing this Screen does not relieve Producer from ensuring that its Generating Facility complies with the flicker requirements of this Rule Section H 2 d d Screen D Is the transformer or secondary conductor rating exceeded Do the maximum aggregated Gross Ratings for all the Generating Facilities connected to a secondary distribution transformer exceed the transformer or secondary conductor rating modified per established Distribution
148. asonably practicable following a temporary disconnection Article 4 Cost Responsibility for Interconnection Facilities and Distribution Upgrades 4 1 Interconnection Facilities 4 1 1 The Interconnection Customer shall pay for the cost of the Interconnection Facilities itemized in Attachment 2 of this Agreement The Distribution Provider 4 2 4 3 shall provide a best estimate cost including overheads for the purchase and construction of its Interconnection Facilities and provide a detailed itemization of such costs Costs associated with Interconnection Facilities may be shared with other entities that may benefit from such facilities by agreement of the Interconnection Customer such other entities and the Distribution Provider 4 1 2 The Interconnection Customer shall be responsible for its share of all reasonable expenses including overheads associated with 1 owning operating maintaining repairing and replacing its own Interconnection Facilities and 2 operating maintaining repairing and replacing the Distribution Provider s Interconnection Facilities Distribution Upgrades The Distribution Provider shall design procure construct install and own the Distribution Upgrades described in Attachment 6 of this Agreement If the Distribution Provider and the Interconnection Customer agree the Interconnection Customer may construct Distribution Upgrades that are located on land owned by the Interconnection Customer The
149. ated pursuant to Supplemental Review the Independent Study Process or the Cluster Study Process Whether the Distribution Provider upon receipt of a complete and valid Interconnection Request completed the Initial Review and notified the Applicant of the Initial Review results within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Business Days before the Distribution Provider completed the Initial Review and notified the Applicant of the results of the Initial Review If evaluated pursuant to Supplemental Review whether the Interconnection Request passed Supplemental Review and if not which screen caused the Interconnection Request to be placed in the Independent Study Process or the Cluster Study Process If evaluated pursuant to Supplemental Review and upon authorization by the Applicant and receipt of the Supplemental Review fees from the Applicant whether the Distribution Provider completed the Supplemental Review and notified the Applicant of the results of the Supplemental Review within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Business Days before the Distribution Provider completed the Supplemental Review and notified the Applicant of the results of the Supplemental Review If subject to the Electrical Independence Test results of the Electrical Independence Test i e whether the Transmission
150. atories requests for production of documents administrative order or otherwise to disclose Confidential Information that Party shall provide the other Party with prompt notice of such request s or requirement s so that the other Party may seek an appropriate protective order or waive compliance Notwithstanding the absence of a protective order or waiver the Party may disclose such Confidential Information which in the opinion of its counsel the Party is legally compelled to disclose Each Party will use Reasonable Efforts to obtain reliable assurance that confidential treatment will be accorded any Confidential Information so furnished 9 1 6 Remedies The Parties agree that monetary damages would be inadequate to compensate a Party for the other Party s Breach of its obligations under this Article Each Party accordingly agrees that the other Party shall be entitled to equitable relief by way of injunction or otherwise if the first Party Breaches or threatens to Breach its obligations under this Article which equitable relief shall be granted without bond or proof of damages and the receiving Party shall not plead in defense that there would be an adequate remedy at law Such remedy shall not be deemed an exclusive remedy for the Breach of this Article but shall be in addition to all other remedies available at law or in equity The Parties further acknowledge and agree that the covenants contained herein are necessary for the protection
151. c mail VI PERFORMANCE The IOUs and the Settling Parties agree to perform diligently and in good faith all actions required hereunder including but not limited to the execution of any other documents and the taking of any actions reasonably required to effectuate the terms of this Settlement Agreement as well as the preparation of exhibits for and presentation of witnesses at any hearings required to obtain the Commission s approval and adoption of this Settlement Agreement Except as indicated in Sections I E and III N above the IOUs and the Settling Parties will not contest in the OIR or in any other forum or in any matter before the Commission the recommendations contained in the Settlement Agreement The IOUs and the Settling Parties will use best efforts to ensure that this Settlement Agreement is approved by the Commission as soon as possible including jointly asking the Commission to approve and adopt this Settlement Agreement separate from and prior to the Commission s final resolution of the OIR The IOUs and the Settling Parties represent that they have read this Settlement Agreement and fully understand all of its terms that they have executed this Settlement Agreement without coercion or duress of any kind and that they understand any rights they may have and sign this Agreement with full knowledge of any such rights The IOUs and the Settling Parties further represent that they have had the opportunity to thoroughly discuss a
152. cability for this interconnection is based on the Interconnection Customer maintaining QF status and selling all its exports to the grid to Distribution Provider under a PURPA PPA then this provision applies and Distribution Provider may terminate this Agreement if Interconnection Customer fails to maintain its QF status for the term of this Agreement or upon termination of Interconnection Customer s PURPA PPA 3 3 3 1 If Section 3 3 3 applies Interconnection Customer is responsible for maintaining QF status and must notify Distribution Provider sixty 60 Calendar Days in advance of Interconnection Customer failing to maintain its QF status selling to a third party or termination of its PURPA PPA If Interconnection Customer fails to provide such notice it is wholly responsible for any penalties incurred from any Governmental Authority or the California Independent System Operator Corporation CAISO including penalties and charges incurred by the Distribution Provider as a result of this failure to notify the Distribution Provider 3 3 3 2 If Interconnection Customer is no longer eligible for a Rule 21 interconnection then Distribution Provider may terminate this Agreement Page 6 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 3 4 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities 3 3 4 339 3 3 6 IT Interconnecting Under the Fast Track Process
153. cause damage to the Distribution Provider s Distribution System or Affected Systems Supporting documentation used to reach the decision to disconnect shall be provided to the Interconnection Customer upon request If after notice the Interconnection Customer fails to remedy the adverse operating effect within a reasonable time the Distribution Provider may disconnect the Generating Facility The Distribution Provider shall provide the Interconnection Customer with five Business Day notice of such disconnection unless the provisions of article 3 4 1 apply 3 4 5 Modification of the Generating Facility The Interconnection Customer must receive written authorization from the Distribution Provider before making any change to the Generating Facility that may have a material impact on the safety or reliability of the Distribution System and or the Transmission System Such authorization shall not be unreasonably withheld Modifications shall be done in accordance with Good Utility Practice If the Interconnection Customer makes such modification without the Distribution Provider s prior written authorization the latter shall have the right to temporarily disconnect the Generating Facility 3 4 6 Reconnection The Parties shall cooperate with each other to restore the Generating Facility Page 8 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Genera
154. ce including a preliminary indication of the cost and length of time that would be necessary to correct any problems identified in those analyses and implement the Interconnection The Interconnection System Impact Study shall provide a list of Distribution Provider s Interconnection Facilities Distribution Upgrades and Reliability Network Upgrades that are required as a result of the Interconnection Request along with a non binding good faith estimate of cost responsibility and the amount of construction time required ii Interconnection Facilities Study 1 Scope and Purpose of the Interconnection Facilities Study The Interconnection Facilities Study shall specify and estimate the cost of the equipment engineering procurement and construction work including overheads needed to implement the conclusions of the Interconnection System Impact Study technical analyses in accordance with Good Utility Practice to physically and electrically connect the Generating Facility to the Distribution or Transmission System The Interconnection Facilities Study shall also identify i the electrical switching configuration of the connection equipment including without limitation the transformer switchgear meters and other station equipment the nature and estimated cost of any Distribution Provider s Interconnection Facilities Distribution Upgrades and Network Upgrades necessary to accomplish the interconnection and an estimate of the time r
155. ceed diligently with the performance of their respective obligations under this Rule and the Implementing Agreements unless the Implementing Agreements have been terminated Disputes as to the Interconnection Request and implementation of this Section shall be subject to resolution pursuant to the procedures set forth in this Section Certification and Testing Criteria Introduction This Section describes the test procedures and requirements for equipment used for the Interconnection of Generating Facilities to Distribution Provider s Distribution or Transmission System Included are Type Testing Production Testing Commissioning Testing and Periodic Testing The procedures listed rely heavily on those described in appropriate Underwriters Laboratory UL Institute of Electrical and Electronic Engineers IEEE and International Electrotechnical Commission IEC documents most notably UL 1741 and IEEE 929 as well as the testing described in May 1999 New York State 87 Revised Rule 21 Tariff Public Service Commission s Interconnection Requirements As noted in Section B this Rule has been revised to be consistent with ANSI IEEE 1547 2003 Standard for Interconnecting Distribution Resources with Electric Power Systems The tests described here together with the technical requirements in Section H of this Rule are intended to provide assurance that the Generating Facility s equipment will not adversely affect Distribution Provider
156. cestcesedeccctntetcccaute boct n EEEO EEE EAEE EAO 89 Type Tests and Criteria for Interconnection Equipment Certification c 90 Anti lslanding TOSI wccctcinisiencrsedetecnnceaneusemndnannteeeancbcnmdenendneutndienatenadonentecierateibieelaseudeadkse 91 NONFEXDOrt Sts s ccsicecs vase saswiasicaieaiasissatiwaitinntinsulsdis auubedieh tie cals Gaus aaaea 91 In rush Current TOS pccusitcssicuatnectcianxcctiuatcanturdiaennuntcxannasdennnebalgeauaiatuansoredineaaieieiunateantions 91 Surge Withstand Capability TSU sacccccccs cca sictecctetechessatassisacciorsraceiede dessorenneniaseen dawn 91 Synchronization PEGE 22 necatced ieee lceedendend tect teed cpeustedat cate dex cpan uae EEEE ERRES 92 MPO WON PS UNG as 2 saat gs aS tle sess cee e raa e eara a a aada T 92 5 Commissioning T SUING ccnicccnccccsatcetscsdi lt tecacerdatecenietpiececensataeadesiskeceatantecseieatusasesechacentads 93 Revised Rule 21 Tariff Commissioning TSSUING f2icincscissnoretnacudiaccasuachdesduteneandaadsinasctcratedaaduhvansatasndebineneatndansie 93 Review Study and Additional Commissioning Test Verification Costs 94 Other Checks and Tests acces te caceeccczeteadenicaciccenccecdunsstrecssdscsccatacauddereexieteiacetatabaniacusase 94 Certified EQUIPINGN t serrar EE EEE EEE E EE EE NERE 94 Non Certified EQUIPMENT danintimisinaninacinniaininanninheauitindsmursunsnesSaaoanGanducrnnacasacus a iuaeanes 95 Verification Of Settings issiria E A aE Nare 95
157. connection Procedures 1cccccceeeee 13 FERC Small Generator Interconnection Procedures issiccvarenacnaadaunsmenacdimemuiades A 19 Motion of the Vote Solar Initiative to Adopt an Interim Procedure ccccccceesseeseeesees 7 A 15 B 3 Pacific Gas amp Electric Company Wholesale Distribution Tariff ce eeeeeeeeeeeeeeeeeeee B 1 C 1 R le21 Tari Sprene a aae passim Settlement Conference Communication Pursuant to CPUC Rule 12 oossoo 16 Southern California Edison Wholesale Distribution Access Tariff cee ceceeeeseereeeeeeees passim Updating Interconnection Screens for PV System Integration cccccscccssscesscesscesnceesseceseessccesnees 14 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page ii BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Order Instituting Rulemaking on the Commission s own motion to improve distribution level interconnection rules and regulations for certain classes of electric generators and electric storage resources Rulemaking 11 09 011 Filed September 27 2011 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT REVISING DISTRIBUTION LEVEL INTERCONNECTION RULES AND REGULATIONS Pursuant to Rule 12 1 a of the California Public Utilities Commission CPUC or Commission Rules of Practice and Procedure the Joint Settlement Parties request that the Commission approve the attached Settlement Agreement which includes a revised Rule 21 Tariff Revised Tariff interconnection agreements fo
158. contains the information specified in this section The GE PSLF manual is available upon request from GE There are links within the GE PSLF User s Manual to detailed descriptions of specific models a definition of each parameter a list of the output channels explanatory notes and a control system block diagram In addition GE PSLF modeling information and various modeling guidelines documents have been prepared Page 11 by the WECC Modeling and Validation Work Group This information is available on the WECC website www wecc biz If you require assistance in developing the models we suggest you contact General Electric Accurate models are important to obtain accurate study results Costs associated with any changes in facility requirements that are due to differences between model data provided by the generation developer and the actual generator test data may be the responsibility of the generation developer Page 12 TABLE 1 TRANSFORMER DATA Provide for each level of transformation UNIT NUMBER OF TRANSFORMERS PHASE RATING H Winding X Winding Y Winding Rated MVA Connection Delta Wye Gnd Cooling Type OA OA FA etc Temperature Rise Rating Rated Voltage BIL Available Taps of rating Load Tap Changer Y or N Tap Settings IMPEDANCE H X H Y X Y Percent MVA Base Tested Taps WINDING RESISTANCE H X Y Ohms CURRENT TRANSFORMER RATIOS H X Y N PERCENT EXCITING
159. controllable Force If an Uncontrollable Force Event prevents a Party from fulfilling any obligations under this Agreement the Party affected by the Uncontrollable Force Event Affected Party shall promptly notify the other Party either in writing or via the telephone of the existence of the Uncontrollable Force Event The notification must specify in reasonable detail the circumstances of the Uncontrollable Force Event its expected duration and the steps that the Affected Party is taking to mitigate the effects of the event on its performance The Affected Party shall keep the other Party informed on a continuing basis of developments relating to the Uncontrollable Force Event until the event ends The Affected Party will be entitled to suspend or modify its performance of obligations under this Agreement other than the obligation to make payments only to the extent that the effect of the Uncontrollable Force Event cannot be mitigated by the use of Reasonable Efforts The Affected Party will use Reasonable Efforts to resume its performance as soon as possible 7 6 Default 7 6 1 7 6 2 Page 15 of 34 No Default shall exist where such failure to discharge an obligation other than the payment of money is the result of an Uncontrollable Force Event as defined in this Agreement or the result of an act or omission of the other Party Upon a Default the non defaulting Party shall give written notice of such Default to the defaulting Part
160. ction Facilities set forth in the final Interconnection System Impact Study report v Modifications 46 Revised Rule 21 Tariff At any time during the course of the Interconnection Studies Applicant Distribution Provider or the CAISO as applicable may identify changes to the planned Interconnection that may improve the costs and benefits including reliability of the Interconnection and the ability of the proposed change to accommodate the Interconnection Request To the extent the identified changes are acceptable to Distribution Provider the CAISO as applicable and Applicant such acceptance not to be unreasonably withheld Distribution Provider shall modify the Point of Interconnection and or configuration in accordance with such changes without altering the Interconnection Request s eligibility for participating in Interconnection Studies At the Interconnection System Impact Study results meeting Applicant should be prepared to discuss any desired modifications to the Interconnection Request After the publication of the final Interconnection System Impact Study report but no later than five 5 Business Days following the Interconnection System Impact Study results meeting Applicant shall submit to Distribution Provider in writing modifications to any information provided in the Interconnection Request Distribution Provider will forward Applicant s request for modification to the CAISO if applicable within two 2 Bu
161. ction equipment shall be tested for the surge withstand requirement in Section H 1 c in all normal operating modes in accordance with IEEE Std C62 45 2002 for equipment rates less than 1000 V to confirm that the surge withstand capability is met by using the selected test level s from IEEE Std C62 41 2 2002 Interconnection equipment rated greater than 1000 V shall be tested in accordance with manufacturer or system integrator designated applicable standards For interconnection equipment signal and control circuits use IEEE Std C37 90 1 2002 These tests shall confirm the equipment did not fail did not misoperate and did not provide misinformation IEEE 1547 5 1 3 2 The location exposure category for which the equipment has been tested shall be clearly marked on the equipment label or in the equipment documentation External 91 Revised Rule 21 Tariff surge protection may be used to protect the equipment in harsher location exposure categories f Synchronization Test This test is applied to synchronous Generators self excited induction generators and inverters capable of operating as voltage source while connected to Distribution Provider s Distribution or Transmission System The test is also applied to the resynchronization Function transition from stand alone to parallel operation on equipment that provides such functionality This test may not need to be performed on both the synchronization and re synchronization functions
162. cuit i e amount of generation online Anti lslanding A control scheme installed as part of the Generating or Interconnection Facility that senses and prevents the formation of an Unintended Island Applicant The entity submitting an Interconnection Request pursuant to this Rule Application See Interconnection Request Available Capacity Total Capacity less the sum of Allocated Capacity and Queued Capacity Base Case Data including but not limited to base power flow short circuit and stability data bases underlying load generation and transmission facility assumptions contingency lists including relevant special protection systems and transmission diagrams used to perform the Interconnection Studies The Base Case may include Critical Energy Infrastructure Information as that term is defined by FERC The Base Case shall include a transmission facilities as approved by Distribution Provider or CAISO as applicable b planned Distribution Upgrades that may have an impact on the Interconnection Request c Distribution Upgrades and Network Upgrades associated with generating facilities in iv below and d generating facilities that i are directly interconnected to the Distribution System or CAISO Controlled Grid ii are interconnected to Affected Systems and may have an impact on the Interconnection Request iii have a pending request to interconnect to the Distribution System or an Affected System or iv are not
163. cuit Duty Information For each generator provide the following reactances expressed in p u on the generator base Xd Direct Axis Synchronous Reactance p u X d Direct Axis Transient Reactance p u X d Direct Axis Subtransient Reactance p u X2 Negative Sequence Reactance p u X0 Zero Sequence Reactance p u Generator Grounding select one for each model A Solidly grounded B Grounded through an impedance Impedance value in p u on generator base R p u X p u G Ungrounded Induction Generator Information Please repeat the following for each generator OZzZErRS gt STETOANHINOW p Motoring Power kW Lit or K Heating Time Constant Rotor Resistance Rr Stator Resistance Rs Stator Reactance Xs Rotor Reactance Xr Magnetizing Reactance Xm Short Circuit Reactance Xd Exciting Current Temperature Rise Frame Size Design Letter Reactive Power Required In Vars No Load Reactive Power Required In Vars Full Load Total Rotating Inertia H Per Unit on kVA Base Wind Turbine Generator WTG Information Proposed projects may include one or more WTG types Please repeat the following for each type of WTG A WTG Manufacturer and Model B Number of WTGs C WTG Type check one Type 1 Squirrel cage induction generator Type 2 Wound rotor induction machine with variable rotor resistance Type 3
164. d A Producer shall operate and maintain its Generating Facility and Interconnection Facilities in accordance with Prudent Electrical Practices and shall maintain compliance with this Rule Curtailment and Disconnection Distribution Provider may limit the operation or disconnect or require the disconnection of a Producer s Generating Facility from Distribution Provider s Distribution or Transmission System at any time with or without notice in the event of an Emergency or to correct Unsafe Operating Conditions Distribution Provider may also limit the operation or disconnect or require the disconnection of a Producer s Generating Facility from Distribution Provider s Distribution or Transmission System upon the provision of reasonable written notice 1 to allow for routine maintenance repairs or modifications to Distribution Provider s Distribution or Transmission System 2 upon Distribution Provider s determination that a Producer s Generating Facility is not in compliance with this Rule or 3 upon termination of the Generator Interconnection Agreement Upon Producer s written request Distribution Provider shall provide a written explanation of the reason for such curtailment or disconnection Local Furnishing Bonds If a proposed Interconnection of a Generating Facility would impair the tax exempt status of interest on the Local Furnishing Bonds or the deductibility of interest expense on the Local Furnishing Bonds to the
165. d Forms in the normal course of business and pursuant to Commission rules regulations and decisions Ill GENERAL PROTECTIONS A Entire Agreement This Settlement Agreement embodies the entire understanding and agreement of the IOUs and the Settling Parties with respect to the matters described herein and it supersedes all prior and contemporaneous oral or written agreements negotiations statements representations or understandings among the IOUs and the Settling Parties with respect to those matters This Settlement Agreement constitutes a confidential settlement offer under Rule 12 6 of the Commission s Rules of Practice and Procedure California Evidence Code section 1152 and Federal Rule of Evidence 408 and therefore may not be used as evidence in any proceedings of any kind except in an action alleging a breach of this Settlement Agreement B No Precedential Value This Settlement Agreement represents the agreement between the IOUs and the Settling Parties resolving certain actual and legal issues as specified herein Pursuant to Rule 12 5 of the Commission s Rules of Practice and Procedure unless the Commission expressly provides otherwise this Settlement Agreement does not constitute precedent regarding any principle or issue in this proceeding or in any future proceeding By entering into this Settlement Agreement neither party waives any right to assert in any other proceeding any defense under any applicable law including w
166. d current capacity transformed to the PCC when a transformer exists between the GF and the PCC 3 Even harmonics are limited to 25 of the odd harmonic limits above h Direct Current Injection Generating Facilities should not inject direct current greater than 0 5 of rated output current into Distribution Provider s Distribution or Transmission System i Power Factor Producer shall provide adequate reactive power compensation on site to maintain the Generating Facility power factor near unity at rated output or an Distribution Provider specified power factor within a power factor range from 0 9 leading to 0 9 lagging based on local system conditions While not required for generators that do not have inherent reactive power control capability Distribution Provider at its option may offer reactive power support in the form of power factor correction capacitors on its Distribution or Transmission System under a Generator Interconnection Agreement or an Added Facilities or Special Facilities agreement as described in Rule 2 H as applicable Technology Specific Requirements a Technology Specific Requirements Three Phase Synchronous Generators For three phase Generators the Generating Facility circuit breakers shall be three phase devices with electronic or electromechanical control Producer shall be responsible for properly synchronizing its Generating Facility with Distribution Provider s Distribution or Transmission System
167. d is not responsible for the costs of Delivery Network Upgrades but the Generating Facility will be deemed to have a Net Qualifying Capacity as defined in the CAISO Tariff of zero Engineering and Procurement Agreement An agreement that authorizes Distribution Provider to begin engineering and procurement of long lead time items necessary for the establishment of the Interconnection in order to advance the implementation of the Interconnection Request Exporting Generating Facility Any Generating Facility other than a Non Export Generating Facility NEM Generating Facility or uncompensated Generating Facility Fast Track Process The interconnection study process set forth in Section F 2 Federal Energy Regulatory Commission Referred to herein as FERC Field Testing Testing performed in the field to determine whether equipment meets Distribution Provider s requirements for safe and reliable Interconnection Function Some combination of hardware and software designed to provide specific features or capabilities Its use as in Protective Function is intended to encompass a range of implementations from a single purpose device to a section of software and specific pieces of hardware within a larger piece of equipment to a collection of devices and software Generating Facility All Generators electrical wires equipment and other facilities excluding Interconnection Facilities owned or provided by Producer for the purpose of produci
168. d maintenance expenses associated with such Upgrades The Distribution Provider shall functionalize Upgrade costs and annual expenses as either transmission or distribution related RULE 21 GENERATOR INTERCONNECTION AGREEMENT GIA FOR EXPORTING GENERATING FACILITIES INTERCONNECTING UNDER THE FAST TRACK PROCESS TABLE OF CONTENTS Article 1 Scope and Limitations of Agreement 1 1 Applicability 1 2 Purpose 1 3 No Agreement to Purchase or Deliver Power 1 4 Limitations 1 5 Responsibilities of the Parties 1 6 Parallel Operation Obligations 1 7 Metering 1 8 Reactive Power 1 9 Capitalized Terms Article 2 Inspection Testing Authorization and Right of Access 2 1 Equipment Testing and Inspection 2 2 Authorization Required Prior to Parallel Operation 2 3 Right of Access Article 3 Effective Date Term Termination and Disconnection 3 1 Effective Date 3 2 Term of Agreement 3 3 Termination 3 4 Temporary Disconnection Article 4 Cost Responsibility for Interconnection Facilities and Distribution U 4 1 Interconnection Facilities 4 2 Distribution Upgrades Article 5 Cost Responsibility for Network Upgrades 5 1 Applicability 5 2 Network Upgrades 5 3 Intentionally Omitted 5 4 Rights Under Other Agreements Article 6 Billing Payment Milestones and Financial Security 6 1 Billing and Payment Procedures and Final Accounting 6 2 Milestones 6 3 Financial Security Arrangements Article
169. d to a NRTL for testing prior to the adoption of the revised Underwriters Laboratories UL 1741 standard titled Inverters Converters Controllers and Interconnection Systems Equipment for use with Distributed Energy Resources and that subsequently meets the previous Rule 21 certification requirements will continue to be accepted as Certified Equipment for Interconnection Requests submitted through May 7 2007 the effective date of the revised UL 1741 Certified and Non Certified Interconnection Equipment a Certified Equipment Equipment tested and approved i e Listed by an accredited NRTL as having met both the Type Testing and Production Testing requirements described in this document is considered to be Certified Equipment for purposes of Interconnection with Distribution Provider s Distribution or Transmission System Certification may apply to either a pre packaged system or an assembly of components that address the necessary functions Type Testing may be done in the manufacturer s factory or test laboratory or in the field At the discretion of the testing laboratory field certification may apply only to the particular installation tested In such cases some or all of the tests may need to be repeated at other installations When equipment is Certified by a NRTL the NRTL shall provide to the manufacturer at a minimum a Certificate with the following information for each device 88 Revised Rule 21 Tariff
170. de the following information if available a Total Capacity MW of substation area bus or bank and circuit likely to serve proposed site b Allocated Capacity MW of substation area bus or bank and circuit likely to serve proposed site c Queued Capacity MW of substation area bus or bank and circuit likely to serve proposed site d Available Capacity MW of substation area bus or bank and circuit most likely to serve proposed site e Substation nominal distribution voltage or transmission nominal voltage if applicable f Nominal distribution circuit voltage at the proposed site g Approximate circuit distance between the proposed site and the substation h Relevant Line Section s peak load estimate and minimum load data when available i Number of protective devices and number of voltage regulating devices between the proposed site and the substation area j Whether or not three phase power is available at the site k Limiting conductor rating from proposed Point of Interconnection to distribution substation Based on proposed Point of Interconnection existing or known constraints such as but not limited to electrical dependencies at that location short circuit interrupting capacity issues power quality or stability issues on the circuit capacity constraints or secondary networks The Pre Application Report need only include pre existing data A Pre Application Report request does not obligate Distribution P
171. ded by the National Electrical Safety Code the American National Standards Institute IEEE Underwriter s Laboratory and Operating Requirements in effect at the time of construction and other applicable national and state codes and standards The Interconnection Customer agrees to design install maintain and operate its Generating Facility so as to reasonably minimize the likelihood of a disturbance adversely affecting or impairing the system or equipment of the Distribution Provider and any Affected Systems The Interconnection Customer shall comply with the Distribution Provider s Interconnection Handbook In the event of a conflict between the terms of this GIA and the terms of the Distribution Provider s Interconnection Handbook the terms in this GIA shall govern Each Party shall operate maintain repair and inspect and shall be fully responsible for the facilities that it now or subsequently may own unless otherwise specified in the Attachments to this Agreement Each Party shall be responsible for the safe installation maintenance repair and condition of their respective lines and appurtenances on their respective sides of the point of change of ownership The Distribution Provider and the Interconnection Customer as appropriate shall provide Interconnection Facilities that adequately protect the Distribution Provider s Transmission System Distribution System personnel and other persons from damage and injury The allocation of
172. dence of Site Exclusivity as specified in Rule 21 Section E 2 d as applicable and name s address es and contact information of site owner s 6 This Interconnection Request shall be submitted digitally with attachments by email to DGAPPLICATIONS semprautilities com or by mail to San Diego Gas amp Electric Attn Customer Generation 8316 Century Park Court CP52F San Diego CA 92123 1582 Overnight address San Diego Gas amp Electric Attn Customer Generation 8316 Century Park Court CP52F San Diego CA 92123 1582 T Representative of Applicant to contact To be completed by Applicant Name Title Company Name Street Address City State Zip Code Phone Number Fax Number Email Address Page 3 10 If the Applicant also requires new Distribution Service the Distribution Provider will coordinate these efforts as a function of this application More information may be requested Applicant should be aware that if Applicant has not yet received Rule 21 Screen Q results from SDG amp E by March 15 following submittal of this IR Applicant will need to submit if Applicant voluntarily chooses to do so an Interconnection Request under Distribution Provider s FERC Wholesale Open Access Distribution Tariff WDAT by the close of the CAISO cluster application window refer to http www caiso com docs 2002 06 1 1 2002061110300427214 html for the exact date in order to participate in the Transmission Clu
173. dentified in Attachment 2 of the Agreement but shall not include the Interconnection Customer s Interconnection Facilities Good Utility Practice Any of the practices methods and acts engaged in or approved by a Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process significant portion of the electric industry during the relevant time period or any of the practices methods and acts which in the exercise of reasonable judgment in light of the facts known at the time the decision was made could have been expected to accomplish the desired result at a reasonable cost consistent with good business practices reliability safety and expedition Good Utility Practice is not intended to be limited to the optimum practice method or act to the exclusion of all others but rather to be acceptable practices methods or acts generally accepted in the region Governmental Authority Any federal state local or other governmental regulatory or administrative agency court commission department board or other governmental subdivision legislature rulemaking board tribunal or other governmental authority having jurisdiction over the Parties their respective facilities or the respective services they provide and exercising or entitled to exercise any administrative executive police or taxing authority or power provided however that such term does not include the Interc
174. dentify the need for Reliability Network Upgrades then Distribution Provider will coordinate with the CAISO during the study process as set forth in Section F 3 d above i Interconnection System Impact Study 1 Scope of the Interconnection System Impact Study The Interconnection System Impact Study may consist of a localized short circuit analysis a stability analysis a power flow analysis and any other studies that are deemed necessary The localized short circuit analysis will evaluate impacts to the Distribution and Transmission System only with any local short circuit duty related Reliability Network Upgrades allocated to the Generating Facility that requires the upgrades Short circuit duty impacts to the CAISO Controlled Grid are appropriately 13 Revised Rule 21 Tariff evaluated only in the Transmission Cluster Study Process as set forth in Section F 3 c The short circuit duty contribution of any Interconnection Requests studied in the Independent Study Process that are subsequently identified in the Cluster Study Process will be allocated its pro rata share of the short circuit duty related Reliability Network Upgrades on the basis of the short circuit duty contribution of each Generating Facility The Interconnection System Impact Study shall state the assumptions upon which it is based state the results of the analyses and provide the requirement or potential impediments to providing the requested Interconnection Servi
175. der describing the technical and operational requirements for wholesale generators and loads connected to the Distribution System as such handbook may be modified or superseded from time to time In the event of a conflict between the terms of this Agreement and the terms of the Distribution Provider s Interconnection Handbook the terms in this Agreement shall govern 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 Generating Facility to the Distribution Provider s Distribution System Network Upgrades do not include Distribution Upgrades Operating Requirements Any operating and technical requirements that may be applicable due to Regional Transmission Organization the CAISO balancing authority area or the Distribution Provider s requirements including those set forth in the Agreement Party or Parties The Distribution Provider Distribution Owner Interconnection Customer Producer or any combination of the above Point of Interconnection The point where the Interconnection Facilities connect with the Distribution Provider s Distribution System Reasonable Efforts With respect to an action required to be attempted or taken by a Party under the Agreement efforts that are timely and consistent with Go
176. des are required Distribution Provider shall provide Applicant with a non binding cost estimate of any Interconnection Facilities or Distribution Upgrades within fifteen 15 Business Days of the Supplemental Review results meeting For all Interconnection Requests that pass Supplemental Review refer to Section F 2 e for cost responsibility and time frames for completing the Generator Interconnection Agreement 40 Revised Rule 21 Tariff If Applicant and Distribution Provider are unable to identify or agree to modifications Applicant shall notify Distribution Provider within twenty 20 Business Days of the Supplemental Review Results Meeting whether it would like to proceed with Detailed Study or withdraw its Interconnection Request Applicant may request one extension of no more than twenty 20 Business Days to respond If Applicant fails to notify Distribution Provider within twenty 20 Business Days of the Supplemental Review results meeting or at the end of the extension if one was requested the Interconnection Request shall be deemed withdrawn Applicants that elect to proceed to Detailed Study shall provide the applicable study deposit set forth in Section E 3 a e Execution of the Generator Interconnection Agreement Following the receipt of a cost estimate for any Distribution Upgrades and or Interconnection Facilities that have been identified Applicants that did not require a cost estimate may proceed directly to the paragrap
177. des through the date on which the Interconnection Customer receives a repayment of such payment pursuant to this subparagraph The Interconnection Customer may assign such repayment rights to any person To the extent that the CAISO Tariff does not provide for cash repayment to interconnection customers for contribution to the cost of Network Upgrades Interconnection Customer is not entitled to a cash repayment for amounts paid to the Distribution Provider and Affected System operator for Network Upgrades and no cash repayment shall be made pursuant to this Agreement 32 Lill If the Interconnection Customer is entitled to a cash repayment pursuant to Article 5 2 1 the Interconnection Customer the Distribution Provider and any applicable Affected System operators may adopt any alternative payment schedule that is mutually agreeable so long as the Distribution Provider and said Affected System operators take one of the following actions no later than five years from the Commercial Operation Date 1 return to the Interconnection Customer any amounts advanced for Network Upgrades not previously repaid or 2 declare in writing that the Distribution Provider or any applicable Affected System operators will continue to provide payments to the Interconnection Customer on a dollar for dollar basis for the non usage sensitive portion of transmission charges or develop an alternative schedule that is mutually agreeable and provides for the return of all am
178. diagram of the PSS from the PSS Instruction Manual and the correspondence between dial settings and the time constants or PSS gain Other comments regarding the PSS Turbine Governor Information Please repeat the following for each generator Please complete Part A for steam gas or combined cycle turbines Part B for hydro turbines and Part C for both A Steam gas or combined cycle turbines 1 List type of unit Steam Gas or Combined cycle 2 If steam or combined cycle does the turbine system have a reheat process i e both high and low pressure turbines 3 If steam with reheat process or if combined cycle indicate in the space provided the percent of full load power produced by each turbine Low pressure turbine or gas turbine High pressure turbine or steam turbine Page 7 4 For combined cycle plants specify the plant net output capacity MW for an outage of the steam turbine or an outage of a single combustion turbine B Hydro turbines 1 Turbine efficiency at rated load 2 Length of penstock ft 3 Average cross sectional area of the penstock ft2 4 Typical maximum head vertical distance from the bottom of the penstock at the gate to the water level ft 5 Is the water supply run of the river or reservoir 6 Water flow rate at the typical maximum head ft sec 7 Average energy rate kW hrs acre ft 8 Estimated yearly energy production kW hrs C Com
179. diately suspend interconnection service and temporarily disconnect the Generating Facility The Distribution Provider shall notify the Interconnection Customer promptly when it becomes aware of an Emergency Condition that may reasonably be expected to affect the Interconnection Customer s operation of the Generating Facility The Interconnection Customer shall notify the Distribution Provider promptly when it becomes aware of an Emergency Condition that may reasonably be expected to affect the Distribution Provider s Distribution System or any Affected Systems To the extent information is known the notification shall describe the Emergency Condition the extent of the damage or deficiency the expected effect on the operation of both Parties facilities and operations its anticipated duration and the necessary corrective action Routine Maintenance Construction and Repair The Distribution Provider may interrupt interconnection service or curtail the output of the Generating Facility and temporarily disconnect the Generating Facility from the Distribution Provider s Distribution System when necessary for routine maintenance construction and repairs on the Distribution Provider s Distribution System and or Transmission System The Distribution Provider shall provide the Interconnection Customer with five Business Days notice prior to such interruption The Distribution Provider shall use Reasonable Efforts to coordinate such reduction or tempo
180. difications to the Distribution Provider s Distribution System and Transmission System at or beyond the Point of Interconnection Upgrades may be Network Upgrades or Distribution Upgrades Upgrades do not include Interconnection Facilities Attachment 2 Description and Costs of the Generating Facility Interconnection Facilities and Metering Equipment Equipment including the Generating Facility Interconnection Facilities and metering equipment shall be itemized and identified as being owned by the Interconnection Customer the Distribution Provider or the Distribution Owner The Distribution Provider will provide a best estimate itemized cost including overheads of its Interconnection Facilities and metering equipment and a best estimate itemized cost of the annual operation and maintenance expenses associated with its Interconnection Facilities and metering equipment Attachment 3 One line Diagram Depicting the Generating Facility Interconnection Facilities Metering Equipment and Upgrades Attachment 4 Milestones In Service Date Critical milestones and responsibility as agreed to by the Parties Milestone Date Responsible Party 1 2 3 4 5 6 7 8 9 10 Agreed to by For the Distribution Provider Date For the Distribution Owner If Applicable Date For the Interconnection Customer Date Attachment 5 Additional Operating Requirements for
181. dress Approximate location of the proposed Point of Interconnection i e specify distribution facility interconnection point name voltage level and the location of interconnection Applicant Data set forth in Attachment A The Applicant shall provide to the Distribution Provider the technical data called for in Attachment A AC Disconnect Switch List the AC disconnect switch that will be used at this Generating Facility enter N A if not applicable Disconnect Switch Manufacturer Disconnect Switch Model Number Disconnect Switch Rating amps Page 2 i For purposes of an assessment of the effect if any on SDG amp E s Local Furnishing Bonds does Applicant intend to enter into a purchase power agreement only with SDG amp E For purposes of this item Local Furnishing Bonds shall mean the tax exempt bonds utilized to finance facilities for the local furnishing of electric energy as described in section 142 f of the Internal Revenue Code 26 U S C 142 f 4 Application Fee or Detailed Study Deposit as specified in Rule 21 is required to complete this application Upon receipt of this Interconnection Request and Attachment A SDG amp E will send a separate invoice for the applicable fee or deposit PLEASE DO NOT INCLUDE ANY CHECKS MONIES WITH THIS INTERCONNECTION REQUEST Any checks monies submitted with this IR will be returned to the sender and may result in a delay in the application process S Attach evi
182. dy Page A 3 Interconnection Financial Security Large Generating Facility Material Modification Party Parties Queued Capacity Small Generating Facility Spot Network Transmission Cluster Study Process APPENDIX A Interconnection Request Local Furnishing Bond Network Upgrades Pre Construction Activities Reasonable Efforts Site Exclusivity Total Capacity Transmission System Definitions have been modified for the following terms Added Facilities Certification Test Distribution Service Generating Facility Interconnection Facilities Momentary Parallel Operation Parallel Operation Producer Applicant Certified Equipment Distribution System Interconnection Interconnected Interconnection Study Net Rating or Net Nameplate Rating Paralleling Device Section 218 Load SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Interconnection System Impact Study Local Furnishing Distribution Provider Networked Secondary System Queue Position Reliability Network Upgrades Special Facilities Transient Stability Wholesale Distribution Access Tariff Application Customer Emergency Interconnection Agreement Line Section Non Export Non Exporting Point of Interconnection Single Line Diagram Single Line Drawing Page A 4 APPENDIX A e Supplemental Review e System Integrity e Unsafe Operating Conditions Definitions have been deleted for the following terms e
183. e Distribution Provider will deem the Interconnection Request withdrawn Applicant may submit a new Interconnection Request 33 Revised Rule 21 Tariff Applicants with invalid Interconnection Requests under this Section may seek relief under the dispute resolution provisions in Section K by so notifying Distribution Provider within two 2 Business Days of receipt of the first or second written notification that the Interconnection Request is incomplete and or invalid c Assignment of Queue Position Distribution Provider shall assign a queue position to all non Net Energy Metering Applicants If there were no deficiencies in the Interconnection Request the queue position will be based on the date Distribution Provider received the Interconnection Request If there were deficiencies in the Interconnection Request the queue position will be based on the date Distribution Provider determines an Interconnection Request to be complete and valid Should Distribution Provider not meet any deadline for providing the first Section E 5 b i or second written notification Section E 5 b ii to Applicant regarding the Interconnection Request Applicant s queue position shall be set on the final day of the period in which Distribution Provider was obligated to provide such written notification provided however that Applicant meets deadlines as set out above to submit any additional information required for a valid Interconnection Request following
184. e minimum load for all line sections bounded by automatic sectionalizing devices upstream of the Generating Facility e If yes pass continue to Screen O e If no fail a quick review of the failure may determine the requirements to address the failure otherwise Electrical Independence Tests and Detailed Studies are required Continue to Screen O Note If Electrical Independence tests and Detailed Studies are required Applicants will continue to the Electrical Independence Tests and Detailed Studies after review of the remaining Supplemental Review Screens Note 1 If none of the above options are available this screen defaults to Screen Note 2 The type of generation will be taken into account when calculating estimating or determining circuit or Line Section minimum load relevant for the application of this screen Solar generation systems with no battery storage use daytime minimum load i e 10 am to 4 pm for fixed panel systems and 8 am to 6 pm for PV systems utilizing tracking systems while all other generation uses absolute minimum load Note 3 When this screen is being applied to a NEM Generating Facility the net export in kW if known that may flow across the Point of Common Coupling into Distribution Provider s Distribution System will be considered as part of the aggregate generation Note 4 Distribution Provider will not consider as part of the aggregate generation for purposes of this screen Generating Facilit
185. e waived in accordance with Section F 3 d vii vii Waiver of the Interconnection Facilities Study The Facilities Study may be waived if Distribution Provider and Applicant mutually agree to such waiver Within thirty 30 Calendar Days after Distribution Provider provides the final Interconnection System Impact Study report to Applicant if the Interconnection Facilities Study is waived Distribution Provider shall tender a draft Generator Interconnection Agreement together with draft appendices Refer to Section F 3 e for cost responsibility and time frames for completing the Generator Interconnection Agreement If Applicant chooses to forgo the Facilities Study and move directly to a Generator Interconnection Agreement Applicant must agree in writing to be responsible for all actual costs of all required facilities deemed necessary by Distribution Provider Applicant is responsible for all costs associated with Parallel Operation to support the safe and reliable operation of the Distribution and Transmission System as set forth in Section E 4 Refer to Section F 3 e for cost responsibility and time frames for completing the Generator Interconnection Agreement viii Timing of the Interconnection Facilities Study The Interconnection Facilities Study shall be completed and provided to Applicant within ninety 90 Calendar Days PG amp E sixty 60 Business Days after Applicant posts the initial Interconnection Financial Security in accorda
186. e 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST 8 Plant Level Reactive Power Compensation Data Provide the following information for plant level reactive power compensation if applicable A Number of individual shunt capacitor banks B Individual shunt capacitor bank rated voltage kV C Individual shunt capacitor bank size kVAR at rated voltage D Planned dynamic reactive control devices SVC STATCOM E Control range KVAR lead KVAR lag F Control mode e g voltage power factor reactive power G Please provide the overall plant reactive power control strategy 9 Load Flow and Dynamic Models Only provide data in this section when requested by the Distribution Provider The WECC Data Preparation Manual for Power Flow Base Cases and Dynamic Stability Data has established power flow and dynamic modeling requirements for generation projects in WECC base cases In general if the aggregate sum of generation on a bus exceeds 10 MVA it should not be netted Furthermore the total netted generation in an area should not exceed five percent of the area s total generation Based on current WECC modeling requirements the following information will be required for all generation projects whose net capacity is greater than 10 MVA The following information may also be required for generation projects less than 10 MVA on a case by case basis based on the amount of genera
187. e 12 Miscellaneous 121 12 2 12 3 12 4 2 5 12 6 Governing Law Regulatory Authority and Rules The validity interpretation and enforcement of this Agreement and each of its provisions shall be governed by the laws of the State of California where the Point of Interconnection is located without regard to its conflicts of law principles This Agreement is subject to all Applicable Laws and Regulations Each Party expressly reserves the right to seek changes in appeal or otherwise contest any laws orders or regulations of a Governmental Authority Amendment The Parties may amend this Agreement by a written instrument duly executed by both Parties No Third Party Beneficiaries This Agreement is not intended to and does not create rights remedies or benefits of any character whatsoever in favor of any persons corporations associations or entities other than the Parties and the obligations herein assumed are solely for the use and benefit of the Parties their successors in interest and where permitted their assigns Waiver 12 4 1 The failure of a Party to this Agreement to insist on any occasion upon strict performance of any provision of this Agreement will not be considered a waiver of any obligation right or duty of or imposed upon such Party 12 4 2 Any waiver at any time by either Party of its rights with respect to this Agreement shall not be deemed a continuing waiver or a waiver with respect t
188. e a Party would use to protect its own interests Transmission System Those facilities owned by the Distribution Provider that have been placed under the CAISO s operational control and are part of the CAISO Grid Upgrades The required additions and modifications to the Distribution Provider s Distribution System and Transmission System at or beyond the Point of Interconnection Upgrades may be Network Upgrades or Distribution Upgrades Upgrades do not include Interconnection Facilities Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Attachment 2 Description and Costs of the Generating Facility Interconnection Facilities and Metering Equipment Equipment including the Generating Facility Interconnection Facilities and metering equipment shall be itemized and identified as being owned by the Interconnection Customer the Distribution Provider or the Distribution Owner The Distribution Provider will provide a best estimate itemized cost including overheads of its Interconnection Facilities and metering equipment and a best estimate itemized cost of the annual operation and maintenance expenses associated with its Interconnection Facilities and metering equipment Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Attachment 3 One line Diagram Depicting the Generating Facility
189. e system operator s for the Distribution Provider s Distribution System and 2 the Operating Requirements set forth in Attachment 5 of this Agreement 1 7 Metering The Interconnection Customer shall be responsible for the Distribution Provider s Page 3 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process reasonable and necessary cost for the purchase installation operation maintenance testing repair and replacement of metering and data acquisition equipment specified in Attachments 2 and 3 of this Agreement The Interconnection Customer s metering and data acquisition as required equipment shall conform to applicable industry rules and Operating Requirements Nothing in this provision replaces or alters the metering requirements in the Interconnection Customer s PPA 1 8 Reactive Power 1 8 1 The Interconnection Customer shall design its Generating Facility to maintain a composite power delivery at continuous rated power output at the Point of Interconnection and the Generating Facility shall be capable of operating within a power factor range of 0 9 leading to 0 9 lagging unless the Distribution Provider has established different requirements that apply to all similarly situated generators in the balancing authority area on a comparable basis Operation outside this r
190. e to the other Party under another agreement will not be considered to be special indirect incidental or consequential damages hereunder 75 Uncontrollable Force Tod te As used in this article an Uncontrollable Force Event shall mean any act of God labor disturbance act of the public enemy war insurrection riot fire storm flood earthquake explosion breakage or accident to machinery or equipment any curtailment order regulation or restriction imposed by governmental military or lawfully established civilian authorities or any other cause beyond the reasonable control of the Distribution Provider or Interconnection Customer which could not be avoided through the exercise of Good Utility Practice An Uncontrollable Force Event does not include an act of negligence or intentional wrongdoing by the Party claiming Uncontrollable Force If an Uncontrollable Force Event prevents a Party from fulfilling any obligations under this Agreement the Party affected by the Uncontrollable Force Event Affected Party shall promptly notify the other Party either in writing or via the telephone of the existence of the Uncontrollable Force Event The notification must specify in reasonable detail the circumstances of the Uncontrollable Force Event its expected duration and the steps that the Affected Party is taking to mitigate the effects of the event on its performance The Affected Party shall keep the other Party informed on a cont
191. ection D 13 consolidates sections of the existing Rule 21 that are specific to NEM applicants Subsection 1 of Subsection D 13 allows a distribution provider to efficiently move a NEM customer through the interconnection review study process given that a NEM applicant is not responsible for payment of study costs Subsection 2 expands upon provisions contained in existing Rule 21 Section C 2 d to allow NEM applicants using non certified and or non inverter based generators to submit an interconnection request prior to obtaining final electrical SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 6 APPENDIX A inspection clearance and to submit an application 6 months in advance of a desired commercial operation date This subsection provides distribution providers additional time to complete interconnection of such NEM facilities which may require more time to review to ensure compatibility with safety reliability and power quality standards Subsection 3 adds a new requirement that metering equipment necessary to facilitate NEM arrangements shall be installed and operational within the timeframe required to complete interconnection unless a net generation output meter is required under Revised Tariff Subsection J 3 Section F 3 in the existing Rule 21 tariff Subsection 4 incorporates provisions from Section C 1 b 4 in the existing Rule 21 to clarify the circumstances under which a distribution provider may withdraw an interconnection request
192. ection D 7 c any information that a Party claims is Confidential Information shall not be disclosed by the other Party to any person not employed or retained by the other Party except to the extent disclosure is i required by law or pursuant to an order of the Commission or FERC ii reasonably deemed by the disclosing Party to be required to be disclosed in connection with a dispute between or among the Parties or the defense of litigation or dispute iii otherwise permitted by consent of the other Party such consent not to be unreasonably withheld iv necessary to fulfill its obligations under this Rule or v as a transmission or distribution service provider or a Control Area operator including disclosing the Confidential Information to a Regional Transmission Organization or CAISO or to a subregional regional or national reliability organization or planning group under the applicable confidentiality provisions in the relevant tariffs Prior to any disclosures of the other Party s Confidential Information under this subparagraph or if any third party or Governmental Authority makes any request or demand for any of the information described in this subparagraph the disclosing Party agrees to assert confidentiality and cooperate with the other Party in seeking to protect the Confidential Information from public disclosure by confidentiality agreement protective order or other reasonable measures Prudent Operation and Maintenance Require
193. ection Request Second Applicant shall also post an Interconnection Financial Security instrument in the amount of twenty percent 20 of the total estimated cost responsibility assigned to Applicant in the final Interconnection System Impact Study for Distribution Provider s Interconnection Facilities and Distribution Upgrades The failure by an Applicant to timely post the Interconnection Financial Security required by this Section F 4 b shall result in the Interconnection Request being deemed withdrawn subject to Section F 6 Applicant shall provide Distribution Provider with written notice that it has posted the required Interconnection Financial Security no later than the applicable final day for posting C Second Posting of Interconnection Financial Security On or before one hundred twenty 120 Calendar Days after publication of the final Interconnection Facilities Study report or final Interconnection System Impact Study report if the Interconnection Facilities Study is waived Applicant shall post two separate Interconnection Financial Security instruments First Applicant proposing to interconnect a Large Generating Facility shall post an Interconnection Financial Security instrument such that the total Interconnection Financial Security posted by Applicant for Network Upgrades equals the lesser of i 15 million or ii thirty percent 30 of the total cost responsibility assigned to Applicant for Network Upgrades in either
194. ed its cost responsibility under this Agreement the Distribution Provider shall refund to the Interconnection Customer an amount equal to the difference within 30 calendar days of the final accounting report Milestones The Parties shall agree on milestones for which each Party is responsible and list them in Attachment 4 of this Agreement A Party s obligations under this provision may be extended by agreement Ifa Party anticipates that it will be unable to meet a milestone for any reason other than a Uncontrollable Force Event it shall immediately notify the other Party of the reason s for not meeting the milestone and 1 propose the earliest reasonable alternate date by which it can attain this and future milestones and 2 requesting appropriate amendments to Attachment 4 The Party affected by the failure to meet a milestone shall not unreasonably withhold agreement to such an amendment unless it will suffer significant uncompensated economic or operational harm from the delay 2 attainment of the same milestone has previously been delayed or 3 it has reason to believe that the delay in meeting the milestone is intentional or unwarranted notwithstanding the circumstances explained by the Party proposing the amendment Financial Security Arrangements At least 20 Business Days prior to the commencement of the design procurement installation or construction of a discrete portion of the Distribution Provider s Interconnection Facilitie
195. eeeeeeeeeeeeeeeeeeeeees 26 c Applicant Completes an Interconnection REQueSt cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 27 d Site CMS IY sssi nepem de a a aa T EE 28 3 Interconnection Request Fee and Study DeposSit cccccccccceceeeceeeeeeeeeeeeeeeeeesesseeseees 28 a Detailed Study Deposit a iiss csicanisesiastconssyaaaniy ta etianitiaanig da sagealon tia oleae atindimewlnncigealaebinnieait 28 4 Interconnection Cost Responsibility sic iiscceiccctesatesiivccivactwsatetaxsatsesteanicnetacsiusstnmiveadasandatis 30 a Costs of Interconnection and Parallel Operation 0 0 0esseeeseeeesseeeseeeeeeeeeeeees 30 b Methodology and Timing of Cost Identification 0 cccecccceeeeee eter ee eeeeeeneeeeeeeeeeeeee 30 crm TMN OFCOStIdentcato 9 Semele eee eee nea eer ee ee eee eee eee rere emer 30 d Producer Costs During Parallel Operation 00 ccceeececcceeeeeeeeeeeeeeeeeaeeeeeeeeeeeeenenaaaes 31 e Cost Allocation eE a R OE EKE EEA OREA A EEES 31 ft S mmary TaDlES nasuo aa E E 32 5 Interconnection Request Validation and Assignment of Queue Position 0cee 33 a Acknowledgement of Interconnection Request cceceeeeeeeeeeeeneeeeeeeeeeeeeeeeeeeeaaees 33 b Deficiencies in Interconnection Request seseeeeeeseseeeseseeeeeeeeeeeeeeeeeeeseneeeeees 33 c Assignment of Queue Position cscccetiecete terete cee dee eee 34 d Publication of the Interconnection QUEUC
196. em X Required Not Required Table L 2 Type Tests Sequence for Interconnection Equipment Certification Test No Type Test 1 Distribution Provider Voltage and Frequency Variation 2 Synchronization 90 Revised Rule 21 Tariff Surge Withstand Capability Distribution Provider Voltage and Frequency Variation Synchronization O a A O Other Required and Optional Tests Tests 1 2 and 3 must be done first and in the order shown Tests 4 and on follow in order convenient to the test agency b Anti Islanding Test Devices that pass the Anti Islanding test procedure described in UL 1741 Section 46 3 will be considered Non lIslanding for the purposes of these Interconnection requirements The test is required only for devices for which a Certified Non Islanding designation is desired c Non Export Test Equipment that passes the Non Export test procedure described in Section L 7 a will be considered Non Exporting for the purposes of these Interconnection requirements This testis required only for devices for which a Certified Non Export designation is desired d In rush Current Test Generation equipment that utilizes Distribution Provider power to motor up to speed will be tested using the procedure defined in Section L 7 b to determine the maximum current drawn during this startup process The resulting In rush Current is used to estimate the Starting Voltage Drop e Surge Withstand Capability Test The interconne
197. emed necessary by the Distribution Provider to perform Interconnection Studies other studies or evaluations as set forth under Rule 21 1 Provide electronic copies of the following A Site drawing to scale showing generator location and Point of Interconnection with the Distribution Provider s Distribution System B Single line diagram showing applicable equipment such as generating units step up transformers auxiliary transformers switches disconnects of the proposed interconnection including the required protection devices and circuit breakers For wind and photovoltaic generator projects the one line diagram should include the distribution lines connecting the various groups of generating units the generator capacitor banks the step up transformers the distribution lines and the substation transformers and capacitor banks at the Point of Interconnection with the Distribution Provider s Distribution System This one line drawing must be signed and stamped by a licensed Professional Engineer if the Generating Facility is larger than 50 kW C AC and DC schematics if available Required for detailed study process D Description of operations Note Electronic processing is preferred however if submitting via U S mail provide one original print of items in A through D above 2 Generating Facility General Information Total Generating Facility rated output MW Generating Facility auxiliary Load MW Project ne
198. ement but shall not include the Interconnection Customer s Interconnection Facilities Good Utility Practice Any of the practices methods and acts engaged in or approved by a significant portion of the electric industry during the relevant time period or any of the practices methods and acts which in the exercise of reasonable judgment in light of the facts known at the time the decision was made could have been expected to accomplish the desired result at a reasonable cost consistent with good business practices reliability safety and expedition Good Utility Practice is not intended to be limited to the optimum practice method or act to the exclusion of all others but rather to be acceptable practices methods or acts generally accepted in the region Governmental Authority Any federal state local or other governmental regulatory or administrative agency court commission department board or other governmental subdivision legislature rulemaking board tribunal or other governmental authority having jurisdiction over the Parties their respective facilities or the respective services they provide and exercising or entitled to exercise any administrative executive police or taxing authority or power provided however that such term does not include the Interconnection Customer the Distribution Provider or any Affiliate thereof Interconnection Customer Any entity including the Distribution Provider Distribution
199. ement Agreement also recommends that the Commission initiate Phase 2 by issuing a Scoping Memo that includes the following issues 1 Telemetering other metering requirements l3 Id 1e Id Article II B 17 Id 19 Id Article II B C a Id Article ILE ay Id a Id Article ILI E Id Article II C MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 6 2 Reconsideration of technical limits within Rule 21 Fast Track size limits 15 screen development of further objective criteria 3 Cost allocation and certainty issues including but not limited to earlier cost certainty cost averaging cost sharing distribution system upgrades appropriate for rate based support data reporting to improve cost predictability cost assignment of planned distribution system upgrades curtailment as a method of avoiding triggered upgrades development of an online portal for applying for a Pre Application Report 4 Study deposits pursuant to which the IOUs shall collect and provide data on the actual cost of system impact studies and facilities studies 5 Development of the distribution group study process 6 Reconsideration of timelines timeline compliance and timeline remedies in the Revised Tariff if and only if a party reasonably establishes the need for reconsideration 7 Interim issues not approved as set out in the Motion of the Vote Solar Initiative to Adopt an Interim Procedure filed March 1 2012 Vote Solar Motion
200. ement is executed The 30 Revised Rule 21 Tariff purpose of later identification of costs is to facilitate Applicant s Interconnection while accommodating incomplete interconnection studies for earlier queued interconnection requests to the same line incomplete interconnection studies for earlier queued interconnection requests with which Applicant is electrically interdependent with respect to short circuit duty withdrawal of earlier queued interconnection requests for Interconnection to the Distribution or Transmission System and delay or cancellation of planned Distribution System Upgrades d Producer Costs During Parallel Operation All Producers are required to provide and maintain Interconnection Facilities for the duration of the Generator Interconnection Agreement that meet Distribution Provider s technical design and operating standards for Parallel Operation as set out in Section H including any updates to those standards This includes Producer responsibility for costs associated with changes to the operating characteristics at the Point of Interconnection necessitated by Distribution Provider s upgrades to the Transmission or Distribution System from time to time e Cost Allocation Except where exempt by law or Commission decision costs triggered by an Interconnection Request under the Fast Track process or the Independent Study Process are the responsibility of the triggering Interconnection Request Costs trigge
201. en requested in all matters related to the conduct of studies and the determination of modifications to Affected Systems Applicant shall enter into an agreement with the owner of the Affected System as applicable The agreement shall specify the terms governing payments to be made by Applicant to the owner of the Affected System as well as the repayment if applicable by the owner of the Affected System Transferability of Interconnection Request An Applicant may transfer its Interconnection Request to another entity only if such entity acquires the proposed Generating Facility identified in the Interconnection Request and the Point of Interconnection does not change Special Provisions Applicable to Net Energy Metered Applicants Notwithstanding any other provision in this Rule 1 For Generating Facilities qualifying for service under PUC sections 2827 2827 8 and 2827 10 Distribution Provider may proceed from Initial to Supplemental Review to Independent Study Process to further study without waiting for Applicant concurrence since Applicant is not responsible for payment of study costs 2 For Generating Facilities qualifying for service under PUC sections 2827 and 2827 8 Distribution Provider approval for Interconnection shall normally be processed not later than thirty 30 Business Days following Distribution Provider s receipt of 1 a completed Net Energy Metering Interconnection Request including all supporting documents and requi
202. endent Study Process Interconnection Agreement Transmission Cluster Study Process Interconnection Agreement System Impact Study Agreement and Facilities Study Agreement After soliciting informal feedback from parties the IOUs will file motions proposing these additional agreements within the OIR 62 Vote Solar Motion at 2 ne Id SUMMARY OF THE PROPOSED INTERCONNECTION AGREEMENTS Page B 3 APPENDIX A SUMMARY OF THE PROPOSED RULE 21 INTERCONNECTION REQUEST FORMS The Settlement Agreement also includes proposed Rule 21 Interconnection Request forms The forms give the distribution provider the basic upfront data needed to expeditiously process new requests This data includes 1 The generator s preferred interconnection process 2 Whether the generator is a new facility or added capacity 3 General and contact information about the applicant 4 Expected output of the facility 5 Technology type 6 Key milestone dates 7 The facility s location 8 Demonstration of site exclusivity 9 Drawings diagrams and schematics of the project and 10 Specific data regarding each generating facility based on its technology type The Interconnection Requests also include notices for generators including the application fee and applicable deposits information on how to submit an application details on the coordination of an interconnection with requested distribution service coordination of certain applications with
203. enerator speed rpm Rated MVA Rated Terminal Voltage kV Rated Generator Power Factor Range Generator Efficiency at Rated Load Moment of Inertia including prime mover Inertia Time Constant on machine base H sec or MJ MVA SCR Short Circuit Ratio the ratio of the field current required for rated open circuit voltage to the field current required for rated short circuit current Please attach generator reactive capability curves Rated Hydrogen Cooling Pressure in psig Steam Units only Please attach a plot of generator terminal voltage versus field current that shows the air gap line the open circuit saturation curve and the saturation curve at full load and rated power factor Excitation System Information Please repeat the following for each generator A Indicate the Manufacturer and Type of excitation system used for the generator For exciter type please choose from 1 to 9 below or describe the specific excitation system 1 Rotating DC commutator exciter with continuously acting regulator The regulator power source is independent of the generator terminal voltage and current 2 Rotating DC commentator exciter with continuously acting regulator The regulator power source is bus fed from the generator terminal voltage 3 Rotating DC commutator exciter with non continuously acting regulator i e regulator adjustments are made in discrete increments 4 Rotating
204. ent If the Distribution Provider and the Interconnection Customer agree the Interconnection Customer may construct Distribution Upgrades that are located on land owned by the Interconnection Customer The actual cost of the Distribution Upgrades including overheads shall be directly assigned to the Interconnection Customer Article 5 Cost Responsibility for Network Upgrades 5 1 Applicability No portion of this Article 5 shall apply unless the interconnection of the Generating Facility requires Network Upgrades 5 2 Network Upgrades The Distribution Provider or the Distribution Owner shall design procure construct install and own the Network Upgrades described in Attachment 6 of this Agreement If the Distribution Provider and the Interconnection Customer agree the Interconnection Page 9 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Customer may construct Network Upgrades that are located on land owned by the Interconnection Customer Unless the Distribution Provider elects to pay for Network Upgrades the actual cost of the Network Upgrades including overheads shall be borne by the Interconnection Customer unless Section 5 2 1 directs otherwise 5 2 1 Repayment of Amounts Advanced for Network Upgrades To the extent that the CAISO Tariff currently Section 12 3
205. ent 3 Attachment 4 Attachment 5 Attachment 6 APPENDIX A Assignment Liability Indemnity Uncontrollable Force Consequential Damages and Default Insurance Confidentiality Disputes Taxes Miscellaneous Notices Signatures Glossary of Terms Description and Costs of the Generating Facility Interconnection Facilities and Metering Equipment One line Diagram Depicting the Generating Facility Interconnection Facilities Metering Equipment and Upgrades Milestones Additional Operating Requirements for the Distribution Provider s Distribution System and Affected Systems Needed to Support the Interconnection Customer s Needs Distribution Provider s Description of its Upgrades and Cost Responsibility Changes to the SGIA have been made in each Interconnection Agreement to address differences between the WDAT interconnection procedures and the Revised Tariff In addition changes to the capitalized terms and section references throughout the Interconnection Agreements maintain consistency with revisions made in the Revised Tariff Another of the three interim issues that parties seek to continue to address while the Commission considers the instant motion is the development of additional interconnection SUMMARY OF THE PROPOSED INTERCONNECTION AGREEMENTS Page B 2 APPENDIX A agreements Upon approval of the March 1 2012 Vote Solar Motion the IOUs will produce and share with parties to the OIR drafts of an Indep
206. eover the Settlement Agreement reduces the risk of continued litigation and controversy which at the very least would result in further delay of successful implementation of important procurement programs IV THE JOINT SETTLEMENT PARTIES HAVE COMPLIED WITH THE REQUIREMENTS OF RULE 12 1 b Rule 12 1 b of the Commission s Rules of Practice and Procedure requires parties to provide a notice of a settlement conference at least seven days before a settlement is signed On March 8 2012 the Joint Settlement Parties notified all of the parties on the service list in this proceeding of a settlement conference and subsequently convened the settlement conference on March 15 2012 to describe and discuss the terms of the proposed Settlement Agreement Representatives of the Joint Settlement Parties participated in the settlement conference After the settlement conference was concluded the Settlement Agreement was finalized and executed on March 15 2012 vV HEARINGS ARE NOT REQUIRED The Joint Settlement Parties respectfully request that the Commission approve the Settlement Agreement without evidentiary hearings as there are no disputed issues of material 7 Settlement Conference Communication Pursuant to CPUC Rule 12 R 11 09 011 March 8 2012 served by PG amp E MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 16 fact related to the Settlement Agreement that require hearings In addition hearings would prevent the expeditious app
207. epayment shall be made pursuant to this Agreement 5 2 1 1 If the Interconnection Customer is entitled to a cash repayment pursuant to Article 5 2 1 the Interconnection Customer the Distribution Provider and any applicable Affected System operators may adopt any alternative payment schedule that is mutually agreeable so long as the Distribution Provider and said Affected System operators take one of the following actions no later than five years from the Commercial Operation Date 1 return to the Interconnection Customer any amounts advanced for Network Upgrades not previously repaid or 2 declare in writing that the Distribution Provider or any applicable Affected System operators will continue to provide payments to the Interconnection Customer on a dollar for dollar basis for the non usage sensitive portion of transmission charges or develop an alternative schedule that is mutually agreeable and provides for the return of all amounts advanced for Network Upgrades not previously repaid however full reimbursement shall not extend beyond twenty 20 years from the commercial operation date Page 10 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process 5 2 1 2 If the Generating Facility fails to achieve commercial operation but it or another generating facility is later constr
208. equest propose to use Certified Equipment as set out in Section L or does the equipment have interim Distribution Provider approval e f Yes pass continue to Screen C e If No fail continue to Screen C pursuant to Section G 1 a Interim approval allows Distribution Provider to treat equipment that has not completed the Rule 21 Certification requirements as having met the intent of this screen Interim approval is granted at Distribution Provider s discretion on case by case bases 62 Revised Rule 21 Tariff and approval for one Generating Facility does not guarantee approval for any other Generating Facility Significance If the Generating and or Interconnection Facility has been Certified or previously approved by Distribution Provider Distribution Provider does not need to repeat its full review and or test of the Generating and or Interconnection Facility s Protective Functions Site Commissioning Testing may still be required to ensure that the Protective Functions are working properly Certification indicates that the criteria in Section L as appropriate have been tested and verified c Screen C Is the Starting Voltage Drop within acceptable limits e f Yes pass continue to Screen D e If No fail continue to Screen D pursuant to Section G 1 a Note This Screen only applies to Generating Facilities that start by motoring the Generator s Distribution Provider has two options in determining whether St
209. equired to complete the construction and installation of such facilities Generating Facility Design and Operating Requirements This section is consistent with the requirements of ANSI IEEE 1547 2003 Standard for Interconnecting Distributed Resources with Electric Power Systems IEEE 1547 Exceptions are taken to IEEE 1547 Clauses 4 1 4 2 Distribution Secondary Spot Networks and Clauses 4 1 8 1 or 5 1 3 1 which address Protection from Electromagnetic Interference These are being studied for inclusion in a subsequent version of this Rule Also Rule 21 does not adopt the Generating Facility power limitation of 10 MW incorporated in IEEE 1547 General Interconnection and Protective Function Requirements The Protective Functions and requirements of this Rule are designed to protect Distribution Provider s Distribution and Transmission System and not the Generating Facility A Producer shall be solely responsible for providing adequate protection for its Generating Facility and Interconnection Facilities Producer s Protective Functions shall not impact the operation of other Protective Functions on Distribution Provider s 74 Revised Rule 21 Tariff Distribution and Transmission System in a manner that would affect Distribution Provider s capability of providing reliable service to its customers a Protective Functions Required Generating Facilities operating in parallel with Distribution Provider s Distribution or Transmission S
210. er Other Agreements Article 6 Billing Payment Milestones and Financial Securi 6 1 Billing and Payment Procedures and Final Accounting 6 2 Milestones 6 3 Financial Security Arrangements Article 7 Assignment Liability Indemnity Uncontrollable Force Consequential Damages and Default 7 1 Assignment 7 2 Limitation of Liability 7 3 Indemnity 7 4 Consequential Damages 7 5 Uncontrollable Force 7 6 Default Article 8 Insurance 8 1 General Liability and Additional Insurance 8 2 Maintenance of Insurance 8 3 Notification Article 9 Confidentiality 9 1 Definition of Confidential Information Article 10 Disputes 10 1 Dispute Resolution Article 11 Taxes 11 1 Applicable Tax Laws and Regulations 11 2 Maintenance of Tax Status Article 12 Miscellaneous 12 1 Governing Law Regulatory Authority and Rules 12 2 Amendment 12 3 No Third Party Beneficiaries 12 4 Waiver 12 5 Entire Agreement 12 6 Multiple Counterparts 12 7 No Partnership 12 8 Severability 12 9 Security Arrangements 12 10 Environmental Releases 12 11 Subcontractors 12 12 CPUC Modification 12 13 Review of Records and Data Article 13 Notices 13 1 General 13 2 Billing and Payment 13 3 Alternative Forms of Notice 13 4 Designated Operating Representative 13 5 Changes to the Notice Information Article 14 Signatures Attachment Glossary of Terms Attachment 2 Description and Costs o
211. er quality of the state s electric power systems with the need to provide a timely non discriminatory cost effective and transparent process for generating facilities to interconnect to the state s electric distribution systems The Joint Settlement Parties and Commission Staff have worked intensively throughout the settlement process to discuss and resolve these differences and avoid resource consuming litigation Those efforts have resulted in a significant revision of Rule 21 and the development of related documents that maintain distribution and transmission grid safety reliability and power quality while balancing the need for a more timely efficient and transparent interconnection process without delay The Settlement Agreement provides both essential immediate reforms to support Commission programs and a clear and appropriate path for further improvements anticipated in the subsequent second phase of this proceeding Il SUMMARY OF THE PROPOSED SETTLEMENT AGREEMENT This section provides a summary of the key provisions of the Settlement Agreement The Settlement Agreement governs any inconsistencies between this section of the Motion and the Settlement Agreement itself A Adoption of the Revised Tariff and Standardized Forms Article II A of the Settlement Agreement states that the Commission should adopt the Revised Tariff and Standardized Forms expeditiously and that the IOUs should implement those documents immediately thereafter It
212. er s power The purchase or delivery of power and other services that the Interconnection Customer may require will be covered under separate agreements if any The Interconnection Customer will be responsible for separately making all necessary arrangements including scheduling for delivery of electricity Limitations Nothing in this Agreement is intended to affect any other agreement between the Distribution Provider and the Interconnection Customer Responsibilities of the Parties 1 5 1 The Parties shall perform all obligations of this Agreement in accordance with all Applicable Laws and Regulations Operating Requirements and Good Utility Practice 1 5 2 The Interconnection Customer shall construct interconnect operate and maintain its Generating Facility and construct operate and maintain its Interconnection Facilities in accordance with the applicable manufacturer s recommended maintenance schedule and in accordance with this Agreement and with Good Utility Practice 1 5 3 The Distribution Provider shall construct operate and maintain its Distribution System Transmission System Interconnection Facilities Distribution Upgrades and Network Upgrades in accordance with this Agreement and with Good Utility Practice 1 5 4 The Interconnection Customer agrees to construct its facilities or systems in 1 6 1 7 1 5 5 1 5 6 1 5 7 1 5 8 accordance with applicable specifications that meet or exceed those provi
213. er shall perform Initial Review using the process in Section G 1 The Initial Review determines if i the Generating Facility qualifies for Fast Track Interconnection through Initial Review or ii the Generating Facility requires a Supplemental Review Absent extraordinary circumstances Distribution Provider shall notify Applicant in writing of the results of Initial Review within fifteen 15 Business Days following validation of an Interconnection Request For Interconnection Requests that pass Initial Review and do not require Interconnection Facilities or Distribution Upgrades Distribution Provider shall provide Applicant with a Generator Interconnection Agreement within fifteen 15 Business Days of providing notice of Initial Review results For Interconnection Requests that pass Initial Review but do require Interconnection Facilities or Distribution Upgrades within fifteen 15 Business Days of providing notice of Initial Review results Distribution Provider shall provide Applicant with a non binding cost estimate of the Interconnection Facilities or Distribution Upgrades For all Interconnection Requests that pass Initial Review refer to Section F 2 e for cost responsibility and time frames for completing the Generator Interconnection Agreement For Interconnection Requests that fail Initial Review Distribution Provider shall provide the technical reason data and analysis supporting the Initial Review results in writing and provide
214. erating voltage settings In the absence of such requirements the Generating Facility shall be capable of operating at a range between 88 and 110 of the applicable interconnection voltage Voltage shall be detected at either the PCC or the Point of Interconnection with settings compensated to account for the voltage at the PCC However the voltage range at the PCC with the generator on line shall stay within 5 of nominal iii Voltage Disturbances Whenever Distribution Provider s Distribution System voltage at the PCC varies from and remains outside normal Nominally 120 volts for the predetermined parameters set forth in Table H 1 the Generating Facility s Protective Functions shall cause the Generator s to become isolated from Distribution Provider s Distribution System Table H 1 Voltage Trip Settings for Generating Facilities Voltage at Point of Common Coupling the ranges below are used to trip the generator during abnormal distribution system conditions Maximum Trip Time i of Cycles O0 Assuming 120 Volt Base of Nominal Voltage Assuming 60 Hz Nominal Seconds Less than 60 volts Less than 50 10 Cycles 0 16 Seconds Greater than or equal to 60 volts but less than Greater than or equal to 50 but 106 volts less than 88 129 Gyclas 2 Seconds Greater than 132 volts but less than or Greater than 110 but less than or equal to 144 volts equal to 120 cl aad peeved Greater than yt volte
215. erating Representative Distribution Provider Attention Address City State Zip Phone Fax 13 5 Changes to the Notice Information Either Party may change this information by giving five Business Days written notice prior to the effective date of the change Article 14 Signatures IN WITNESS WHEREOF the Parties have caused this Agreement to be executed by their respective duly authorized representatives For the Distribution Provider Name Title Date For the Interconnection Customer Name Title Date 22 Attachment 1 Glossary of Terms Affected System An electric system other than the Distribution Provider s Distribution System that may be affected by the proposed interconnection including but not limited to the Transmission System Applicable Laws and Regulations All duly promulgated applicable federal state and local laws regulations rules ordinances codes decrees judgments directives or judicial or administrative orders permits and other duly authorized actions of any Governmental Authority Business Day Monday through Friday excluding Federal and State Holidays Default The failure of a breaching Party to cure its breach under the Agreement Distribution Owner The entity that owns leases or otherwise possesses an interest in the portion of the Distribution System at the Point of Interconnection and may be a Party to the Agreeme
216. erators without Non Export relays Reverse Power Protection To ensure proper tariff administration metering will be required at the PCC and at each of the NEM eligible generator groups eligible for service under the same NEM tariff schedule For combinations of multiple NEM eligible generators under different tariffs billing administration and metering requirements will be as specified in the appropriate NEM tariff schedule Where a Generating Facility consists of one or more NEM eligible generator groups in combination with one or more non NEM generators metering of the non NEM generators is not required except as specified in Section J 3 Dispute Resolution Process In addition to the informal procedures for timeline related disputes set out in Section F 1 d the following procedures will apply for disputes arising from this Rule Scope The Commission shall have initial jurisdiction to interpret add delete or modify any provision of this Rule or of any agreements entered into between Distribution Provider and Applicant or Producer to implement this tariff Implementing Agreements and to resolve disputes regarding Distribution Provider s performance of its obligations under Commission jurisdictional tariffs the applicable agreements and requirements related to the interconnection of Applicant s or Producer s Generating Facility or Interconnection Facilities pursuant to this Rule Procedures Any dispute arising betwee
217. ermination within ten 10 Business Days after being provided the Material Modification determination results Proposed modifications determined not to be Material Modifications may still necessitate the need to re evaluate the System Impact Study to determine modifications to the Interconnection Facilities and Distribution Upgrades Distribution Provider will provide Applicant an estimate of time to complete the re evaluation and the associated incremental cost required to complete the re evaluation Applicant may either accept the 47 Revised Rule 21 Tariff additional time and cost to complete the re evaluation withdraw the proposed modification request or proceed with a new Interconnection Request for such modification Applicant shall make such determination within ten 10 Business Days after being provided the Material Modification results vi Scope and Purpose of the Interconnection Facilities Study and Study Deposit Within either i five 5 Business Days following the results meeting or ii within twenty five 25 Business Days of the receipt of the final Interconnection System Impact Study report if no Interconnection System Impact Study results meeting is held Applicant shall submit to Distribution Provider the data required by Distribution Provider At that time for Generating Facilities 5 MW or less Applicant shall also submit the Facilities Study deposit as set out in Section E 3 a unless the Facilities Study will b
218. esecssons 17 APPENDIX A SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF cscsssssssssssesesseeee A 1 SUMMARY OF THE PROPOSED RULE 21 INTERCONNECTION AGREEMENTS ississcsssesscavssssonsosssoscsessosnosssenssonsoansuesstetsasessnesnessusoonsessnessonaseeosansoossnesieuecnsisbaesess B 1 SUMMARY OF THE PROPOSED RULE 21 INTERCONNECTION REQUEST FORMS cssescssasssssennsasvonnesisnssseesieonsesioveconssesoneaniessanacsasbseesssedennssonsion sees sonnoses russas ssassn sasos aS C 1 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page i TABLE OF AUTHORITIES FERC DECISIONS AND ORDERS Order Conditionally Accepting Tariff Revisions and Denying Motions c 1 ccccceccesteeeteees 12 03 Standardization of Small Generator Interconnection Agreements and Procedures cc0c0008 13 CALIFORNIA PUBLIC UTILITIES COMMISSION DECISIONS AND ORDERS WOOO 2T SIA AEA S AEE E EA 3 D 09 10 0 F E E E R 9 DIII 05 ireren E A E E 9 10 15 Order Instituting Rulemaking 11 09 011 os ccssscteusssaicnnssisacssavsanendesaponaltosmcincsaneldduaiiendeestaldes 3 4 11 Re Pacific Gas amp Electrice Company ara sartiscisaconedecatensestatusstuesconeredetaosseadbsodtiaa E aE EEE T EEES 10 CPUC RULES OF PRACTICE AND PROCEDURE RUST Wa erai ERE secs sa cases ESEE E EE Nea E EREATARA E 1 GS UU i sasaspeasstgscvcsesscseiunas heaeeda E E E 4 16 i WE 5 he ree ee Rn Oe eE E Leo nae nro a oR try Sere entre 9 MISCELLANEOUS Comparison of the Four Leading Small Generator Inter
219. esume its performance as soon as possible Default 7 6 1 No Default shall exist where such failure to discharge an obligation other than 14 the payment of money is the result of an Uncontrollable Force Event as defined in this Agreement or the result of an act or omission of the other Party Upon a Default the non defaulting Party shall give written notice of such Default to the defaulting Party Except as provided in article 7 6 2 the defaulting Party shall have 60 calendar days from receipt of the Default notice within which to cure such Default provided however if such Default is not capable of cure within 60 calendar days the defaulting Party shall commence such cure within 20 calendar days after notice and continuously and diligently complete such cure within six months from receipt of the Default notice and if cured within such time the Default specified in such notice shall cease to exist 7 6 2 Ifa Default is not cured as provided in this article or if a Default is not capable of being cured within the period provided for herein the non defaulting Party shall have the right to terminate this Agreement by written notice at any time until cure occurs and be relieved of any further obligation hereunder and whether or not that Party terminates this Agreement to recover from the defaulting Party all amounts due hereunder plus all other damages and remedies to which it is entitled at law or in equity The provisions of this art
220. et Energy Metering per N A PUC sections 2827 2827 8 or 2827 10 per 0 0 0 D 02 03 057 Solar 1MW or less that First 5 000 of study fees waived 150 Person Hour does not sell power to Distribution Provider per D 01 07 027 Plus additional costs for travel lodging and meals 27 Revised Rule 21 Tariff d Site Exclusivity Documentation of Site Exclusivity must be submitted with the Interconnection Request This requirement does not apply to Applicants with NEM or Non Export Generating Facilities 3 Interconnection Request Fee and Study Deposit The Interconnection Request fee shall be waived for Interconnection Requests pursuant to PUC Sections 2827 2827 8 or 2827 10 per Commission Decision 02 03 057 and for solar powered Generating Facilities that do not sell power to Distribution Provider per Commission Decision 01 07 027 Generating Facilities eligible for Net Energy Metering under Sections 2827 2827 8 or 2827 10 are exempt from any costs associated with Interconnection Studies Interconnection Study fees for solar Generating Facilities up to 1 MW interconnecting to the Distribution System that do not sell power to the grid will be waived up to the amount of 5 000 a Detailed Study Deposit i Detailed Study Deposit To proceed with Detailed Study Applicant must submit a detailed study deposit For a Generating Facility with a Gross Nameplate Rating of 5 MW or less Applicant must submit
221. etermine the requirements to address the failure otherwise Electrical Independence Tests and Detailed Studies are required Continue to Screen P Note If Electrical Independence tests and Detailed Studies are required Applicants will continue to the Electrical Independence Tests and Detailed Studies after review of the remaining Supplemental Review Screens Significance Adverse voltages and undesirable interference may be experienced by other Customers on Distribution Provider s Distribution System caused by operation of the Generating Facility ies C Screen P Safety and Reliability Tests Does the location of the proposed Generating Facility or the aggregate generation capacity on the Line Section create impacts to safety or reliability that cannot be adequately addressed without Detailed Study If yes fail review of the failure may determine the requirements to address the failure otherwise Electrical Independence Tests and Detailed Studies are required Continue to Section G 3 If no pass Supplemental Review is complete 70 Revised Rule 21 Tariff Significance In the safety and reliability test there are several factors that may affect the nature and performance of an Interconnection These include but are not limited to l Generation energy source 2 Modes of synchronization 3 Unique system topology 4 Possible impacts to critical load customers 5 Possible safety impacts The specific combination
222. eting requirements necessary for the Interconnection Customer to commence parallel operations by the in service date 2 2 2 The Interconnection Customer shall not operate its Generating Facility in parallel with the Distribution Provider s Distribution System without prior written authorization of the Distribution Provider The Distribution Provider will provide such authorization once the Distribution Provider receives notification that the Interconnection Customer has complied with all applicable parallel operation requirements Such authorization shall not be unreasonably withheld conditioned or delayed 2 3 Right of Access 2 3 1 Upon reasonable notice the Distribution Provider may send a qualified person to the premises of the Interconnection Customer at or immediately before the time the Generating Facility first operates in parallel to inspect the interconnection and observe the commissioning of the Generating Facility including any required testing startup and operation for a period of up to three 3 Business Days after initial start up of the unit In addition the Interconnection Customer shall notify the Distribution Provider at least five 5 Business Days prior to conducting any on site verification testing of the Generating Facility 2 3 2 Following the initial inspection process described above at reasonable hours and upon reasonable notice or at any time without notice in the event of an emergency or hazardous conditio
223. f Interconnection and the Generating Facility shall be capable of operating within a power factor range of 0 9 leading to 0 9 lagging unless the Distribution Provider has established different requirements that apply to all similarly situated generators in the balancing authority area on a comparable basis Operation outside this range is acceptable provided the reactive power of the Generating Facility is used to meet the reactive power needs of the Host Loads or that reactive power is otherwise provided under tariff by Distribution Provider The Interconnection Customer shall notify Distribution Provider if it is using the Generating Facility for power factor correction Unless otherwise agreed upon by the Interconnection Customer and Distribution Provider Generating Facilities shall automatically regulate power factor not voltage while operating in parallel with Distribution Provider s Distribution System 1 9 Capitalized Terms Capitalized terms used herein shall have the meanings specified in the Glossary of Terms in Attachment 1 or the body of this Agreement Article 2 Inspection Testing Authorization and Right of Access 2 1 Equipment Testing and Inspection 2 1 1 Pursuant to Rule 21 the Interconnection Customer shall test and inspect its Generating Facility and Interconnection Facilities prior to interconnection The Interconnection Customer shall notify the Distribution Provider of such activities no fewer than five Busine
224. f power is limited to acceptable levels this option requires that all of the following conditions be met a the total Gross Capacity of the Generating Facility must be no more than 25 of the nominal ampere rating of Producer s service equipment b the total Gross Capacity of the Generating Facility must be no more than 50 of Producer s service transformer capacity rating this capacity requirement does not apply to Customers taking primary service without an intervening transformer and c the Generating Facility must be Certified as Non lslanding The ampere rating of the Customer s service equipment to be used in this evaluation will be that rating for which the customer s utility service was originally sized or for which an upgrade has been approved It is not the intent of this provision to allow increased export simply by increasing the size of the customer s service panel without separate approval for the resize Option 4 Relative Generating Facility Rating This option when used requires the Net Rating of the Generating Facility to be so small in comparison to its host facility s minimum load that the use of additional Protective Functions is not required to ensure that power will not be exported to Distribution Provider s Distribution or Transmission System This option requires the Generating Facility capacity to be no greater than 50 of Producer s verifiable minimum Host Load over the past 12 months Option 5 Inad
225. f Contents as Section A the Applicability section has been moved from Section A in the existing Rule 21 tariff to Section B in the Revised Tariff In keeping with the existing Rule 21 Section B serves to 1 delineate which interconnection requests may proceed under Rule 21 2 identify where defined terms are located within the tariff and 3 explain the extent to which the IEEE 1547 Standard for Interconnecting Distributed Resources with Electric Power Systems has been incorporated into Rule 21 The Revised Tariff separates its discussion of these three issues into subsections B 1 Applicability B 2 Definitions and B 3 Applicable Codes and Standards Subsection B 1 expands on the existing Rule 21 tariff to more clearly state when an applicant may apply for For a complete comparison of the Revised Tariff and the IOUs presently effective Commission approved Rule 21 Tariffs please see PG amp E http www pge com tariffs tm2 pdf ELEC_ RULES 21 pdf SCE http www sce com NR sce3 tm2 pdf Rule21 pdf SDG amp E http regarchive sdge com tm2 pdf ELEC_ELEC RULES ERULE21 pdf SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 1 APPENDIX A interconnection pursuant to Rule 21 procedures as opposed to the CAISO procedures or the procedures in a utility s WDAT Specifically the Revised Tariff includes the following additional language in Subsection B 1 All Generating Facilities seeking Intercon
226. f Distribution Provider s Distribution System Large Generating Facility A Generating Facility having a Generating Facility Capacity of more than 20 MW Line Section That portion of Distribution Provider s Distribution or Transmission System connected to a Customer bounded by automatic sectionalizing devices or the end of the distribution line Local Furnishing Bond Tax exempt bonds utilized to finance facilities for the local furnishing of electric energy as described in Internal Revenue Code 26 U S C 142 f 14 Revised Rule 21 Tariff Local Furnishing Distribution Provider Any Distribution Provider that owns facilities financed by Local Furnishing Bonds Material Modification Those modifications that have a material impact on cost or timing of any Interconnection Request with a later queue priority date or a change in Point of Interconnection A Material Modification does not include a change in ownership of a Generating Facility Metering The measurement of electrical power in kilowatts kW and or energy in kilowatt hours kWh and if necessary reactive power in KVAR at a point and its display to Distribution Provider as required by this Rule Metering Equipment All equipment hardware software including meter cabinets conduit etc that are necessary for Metering Momentary Parallel Operation The Interconnection of a Generating Facility to the Distribution and Transmission System for one second 60 cycle
227. f the Distribution Provider s Interconnection Facilities and Upgrades the Interconnection Customer shall provide the Distribution Provider at the Interconnection Customer s option a guarantee a surety bond letter of credit or other form of security that is reasonably acceptable to the Distribution Provider and is consistent with the Uniform Commercial Code of the jurisdiction where the Point of Interconnection is located Such security for payment shall be in an amount sufficient to cover the costs for constructing designing procuring and installing the applicable portion of the Distribution Provider s Interconnection Facilities and Upgrades and shall be reduced on a dollar for dollar basis for payments made to the Distribution Provider under this Agreement during its term In addition 6 3 1 The guarantee must be made by an entity that meets the creditworthiness requirements of the Distribution Provider and contain terms and conditions that guarantee payment of any amount that may be due from the Interconnection Customer up to an agreed to maximum amount 6 3 2 The letter of credit or surety bond must be issued by a financial institution or insurer reasonably acceptable to the Distribution Provider and must specify a reasonable expiration date Article 7 Assignment Liability Indemnity Uncontrollable Force Consequential 7 1 Damages and Default Assignment This Agreement may be assigned by either Party upon fifteen 15 Busines
228. f the Generating Facility Interconnection Facilities and Metering Equipment Attachment 3 One line Diagram Depicting the Generating Facility Interconnection Facilities Metering Equipment and Upgrades Attachment 4 Milestones Attachment 5 Additional Operating Requirements for the Distribution Provider s Distribution System and Affected Systems Needed to Support the Interconnection Customer s Needs Attachment 6 Distribution Provider s Description of its Upgrades and Cost Responsibility This Interconnection Agreement Agreement or GIA is made and entered into this day of 20_ by Distribution Provider and Interconnection Customer each hereinafter sometimes referred to individually as Party or both referred to collectively as the Parties Distribution Provider Information Distribution Provider Attention Address City State Zip Phone Fax Interconnection Customer Information Interconnection Customer Attention Address City State Zip Phone Fax Interconnection Customer Application No WHEREAS Interconnection Customer proposes to interconnect to the Distribution System WHEREAS the basis for the Parties entering into this Agreement is that Interconnection Customer is a Qualifying Facility QF and will sell all of its exports to the grid to the Distribution Provider under a power purchase agreement
229. f this failure to notify the Distribution Provider 3 3 3 2 If Interconnection Customer is no longer eligible for a Rule 21 interconnection then Distribution Provider may terminate this Agreement 3 3 4 Upon termination of this Agreement the Generating Facility will be disconnected from the Distribution Provider s Distribution System All costs required to effectuate such disconnection shall be borne by the terminating Party unless such termination resulted from the non terminating Party s Default of this GIA or such non terminating Party otherwise is responsible for these costs under this GIA 3 4 3 3 9 3 3 6 3 3 1 The termination of this Agreement shall not relieve either Party of its liabilities and obligations owed or continuing at the time of the termination This provisions of this article shall survive termination or expiration of this Agreement If the Generating Facility no longer falls within the scope and description provided in Section 1 1 of this Agreement this Agreement is terminated Temporary Disconnection Temporary disconnection shall continue only for so long as reasonably necessary under Good Utility Practice 3 4 1 Emergency Conditions Emergency Condition shall mean a condition or 3 4 2 situation 1 that in the judgment of the Party making the claim is imminently likely to endanger life or property or 2 that in the case of the Distribution Provider is imminently likely as determined in
230. f this function Two methods are acceptable Method 1 If the inverter or controller utilizes external current voltage measurement to determine the reverse or underpower condition then the inverter or controller shall be functionally tested by application of appropriate secondary currents and potentials as described in the Discrete Reverse Power Relay Test Section L 7 a i of this Rule Method 2 If external secondary current or voltage signals are not used then unit specific tests must be conducted to verify that power cannot be exported across the PCC for a period exceeding two seconds These may be factory tests if the measurement and control points are integral to the unit or they may be performed in the field 100 Revised Rule 21 Tariff Inverters and controllers designed to provide reverse or underpower functions shall be tested to certify the intended operation of this function Two methods are acceptable Method 1 If the inverter or controller utilizes external current voltage measurement to determine the reverse or underpower condition then the inverter or controller shall be functionally tested by application of appropriate secondary currents and potentials as described in the Discrete Reverse Power Relay Test Section L 7 a i of this Rule Method 2 If external secondary current or voltage signals are not used then unit specific tests must be conducted to verify that power cannot be exported across the PCC for a period
231. facturer s recommended test procedure to verify the settings and requirements per this Rule Distribution Provider may require written Commissioning test procedure be submitted to Distribution Provider at least 10 working days prior to the performance of the Commissioning Test Distribution Provider has the right to witness Commissioning Test Distribution Provider may also require written certification by the installer describing which tests were performed and their results Protective Functions to be tested during commissioning particularly with respect to non Certified equipment may consist of the following 1 Over and under voltage 2 Over and under frequency 3 Anti lslanding function if applicable 4 Non Exporting function if applicable 5 Inability to energize dead line 6 Time delay on restart after Distribution Provider source is stable 7 Distribution Provider system fault detection if used 8 Synchronizing controls if applicable 9 Other Interconnection Protective Functions that may be required as part of the Generator Interconnection Agreement Commissioning Test shall include visual inspections of the interconnection equipment and protective settings to confirm compliance with the interconnection requirements 93 Revised Rule 21 Tariff b Review Study and Additional Commissioning Test Verification Costs A Producer shall be responsible for the reasonably incurred costs of the reviews stud
232. for a NEM generator if an applicant fails to act in a timely manner to install a NEM facility execute an interconnection agreement or begin parallel operation Subsections D 14 15 establish requirements for meeting deadlines in the Revised Tariff Subsection D 14 requires a distribution provider to use Reasonable Efforts in meeting all the timelines provided for in the Revised Tariff Subsection D 15 provides necessary flexibility by allowing a distribution provider and applicant to mutually agree in writing and for good cause to modify the timelines provided in the Revised Tariff Circumstances outside the reasonable control of the distribution provider and applicant may necessitate extension of tariff timelines despite reasonable efforts by parties to complete their interconnection responsibilities in a timely manner SECTION E INTERCONNECTION REQUEST SUBMISSION PROCESS The Revised Tariff augments and revises the provisions in the existing Rule 21 tariff that govern the beginning phases of an interconnection request Section E significantly expands and modifies the language in a number of existing tariff subsections to make more transparent and SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 7 APPENDIX A predictable the process for submitting a request the eligibility for different review processes the associated study fees and deposits and parties cost responsibility for interconnection This section also introduces
233. fundable 800 Interconnection Request fee and for Applicants that elect Detailed Study in the Interconnection Request a study deposit shall be required per instructions in the Interconnection Request Applicants who proceed to Detailed Study after Fast Track will provide a Detailed Study deposit as specified in Section E 3 a Applicant shall submit a separate Interconnection Request for each Point of Interconnection An Interconnection Request for the expansion of capacity of an existing operating Generating Facility shall be treated the same as an Interconnection Request for a new Generating Facility pursuant to this Rule Table E 1 Summary of Interconnection Request Fees Deposits and Exemptions Generating Facility Type Interconnection Supplemental Review Detailed Study Deposit Additional Request Fee Fee Commissioning Test Verification Non Net Energy Metering 800 2 500 For a Generating Facility with 150 Person Hour a Gross Nameplate Rating of 5 MW or less and applying to the Independent Study Process or the Distribution Group Study Process 10 000 for a System Impact Study and 15 000 for a Facilities Study For a Generating Facility with a Gross Nameplate Rating above 5 MW 50 000 plus 1 000 per MW of electrical output of the Generating Facility or the increase in electrical output of the existing Generation Facility as applicable rounded up to the nearest whole MW up to a maximum of 250 000 N
234. g Reactance Xm Short Circuit Reactance Xd Exciting Current Temperature Rise Frame Size Design Letter Reactive Power Required In Vars No Load Reactive Power Required In Vars Full Load Total Rotating Inertia H Per Unit on kVA Base Wind Turbine Generator WTG Information Proposed projects may include one or more WTG types Please repeat the following for each type of WTG A WTG Manufacturer and Model B Number of WTGs C WTG Type check one Type 1 Squirrel cage induction generator Type 2 Wound rotor induction machine with variable rotor resistance Type 3 Doubly fed asynchronous generator Type 4 Full converter interface D Nameplate Rating each WTG kW kVA E Rated Terminal Voltage kV F For Type 1 or Type 2 WTGs 1 uncompensated power factor at full load 2 power factor correction capacitors at full load MVAR 3 number of shunt stages and size Page 9 4 Please attach capability curve describing reactive power or power factor range from no output to full rated output including the effect of shunt compensation For Type 3 or Type 4 WTGs 1 Maximum under excited power factor at full load 2 Maximum over excited power factor at full load 3 Control mode voltage control fixed power factor 4 Please attach capability curve describing reactive power or power factor range from no output to full rated output Short Circui
235. g facilities SUBSECTION E 3 Interconnection Request Fee and Study Deposit Subsection E 3 sets forth the interconnection request fees and study deposits that apply under the Revised Tariff This subsection incorporates provisions from existing Rule 21 tariff Section C 1 d The Revised Tariff includes an increase in the Supplemental Review fee from 600 to 2 500 The increase in the Supplemental Review fee reflects the estimated average cost to the distribution provider for applying several new technical review screens that have been introduced into the Revised Tariff to allow more interconnection requests to be approved through Fast Track via Supplemental Review without the need for Detailed Study Whereas Section C 1 d in the current Rule 21 tariff simply provides for an estimation of detailed study deposit amounts Subsection E 3 in the Revised Tariff incorporates specific detailed study deposits that vary by generator size For generating facilities with a gross SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 9 APPENDIX A nameplate rating less than or equal to 5 MW Subsection E 3 includes detailed study deposit amounts of 10 000 for an interconnection system impact study and 15 000 for a facilities study For generating facilities with a gross nameplate rating larger than 5 MW an applicant must submit a deposit equal to 50 000 plus 1 000 per MW of electrical output of the facility The deposit amount for generating facilities wi
236. gnificance The purpose of this Screen is solely to facilitate interconnection of NEM facilities below this size threshold by allowing such facilities to bypass Screen M The use of nameplate capacity expedites the Initial Review analysis In Supplemental Review the net export will be analyzed Screen L Transmission Dependency and Transmission Stability Test Is the Interconnection Request for an area where i there are known or posted transient stability limitations or ii the proposed Generating Facility has interdependencies known to Distribution Provider with earlier queued Transmission System interconnection requests Where i or ii above are met the impacts of this Interconnection Request to the Transmission System may require Detailed Study If Yes fail Supplemental Review is required e f No pass continue to Screen M Significance Special consideration must be given to those areas identified as having current or future due to currently queued interconnection requests grid stability concerns Screen M Is the aggregate Generating Facility capacity on the Line Section less than 15 of Line Section peak load for all line sections bounded by automatic sectionalizing devices e If Yes pass Initial Review is complete If No fail Supplemental Review is required Significance 1 Low penetration of Generating Facility installations will have a minimal impact on the operation and load restoration effor
237. h below Applicant shall notify Distribution Provider within fifteen 15 Business Days whether Applicant i requests a Generator Interconnection Agreement or ii withdraws its Interconnection Request Applicant may request one extension of no more than fifteen 15 Business Days to respond If Applicant fails to notify Distribution Provider within fifteen 15 Business Days or at the end of the extension if one was requested the Interconnection Request shall be deemed withdrawn If Applicant elects to proceed to a Generator Interconnection Agreement Distribution Provider shall provide Applicant with a Generator Interconnection Agreement for Applicant s signature within fifteen 15 Business Days of Applicant s request Upon receipt of a draft Generator Interconnection Agreement Applicant has ninety 90 Calendar Days to sign and return the Generator Interconnection Agreement Applicant shall provide written comments or notification of no comments to the draft Generator Interconnection Agreement and appendices within thirty 30 Calendar Days At the request of Applicant Distribution Provider shall begin negotiations with Applicant at any time after Distribution Provider provides Applicant with the draft Generator Interconnection Agreement which contains in its appendices the cost estimate for any Distribution Upgrades and or Interconnection Facilities that have been identified by Distribution Provider Distribution Provider and Applicant
238. hall be deemed separate and independent 2 the Parties shall negotiate in good faith to restore insofar as practicable the benefits to each Party that were affected by such ruling and 3 the remainder of this Agreement shall remain in full force and effect Security Arrangements Infrastructure security of electric system equipment and operations and control hardware and software is essential to ensure day to day reliability and operational security All public utilities are expected to meet basic standards for system infrastructure and operational security including physical operational and cyber security practices Environmental Releases Each Party shall notify the other Party first orally and then in writing of the release of any hazardous substances any asbestos or lead abatement activities or any type of remediation activities related to the Generating Facility or the Interconnection Facilities each of which may reasonably be expected to affect the other Party The notifying Party shall 1 provide the notice as soon as practicable provided such Party makes a good faith effort to provide the notice no later than 24 hours after such Party becomes aware of the occurrence and 2 promptly furnish to the other Party copies of any publicly available reports filed with any governmental authorities addressing such events Subcontractors Nothing in this Agreement shall prevent a Party from utilizing the services of any subcontracto
239. hat exceeds the costs Distribution Provider CAISO and third parties have incurred on Applicant s behalf including interest from the date of receipt by 28 ii 2 4 Revised Rule 21 Tariff Distribution Provider to the date of payment to Applicant The applicable interest shall be one twelfth of the Federal Reserve three month Commercial Paper Rate Non Financial from the Federal Reserve Statistical Release H 15 expressed as an annual rate Should an Interconnection Request that has been moved into the Detailed Study Process be withdrawn by Applicant or be deemed withdrawn by Distribution Provider by written notice under Section F 6 more than thirty 30 Calendar Days after the scoping meeting but on or before thirty 30 Calendar Days following the results meeting for the Interconnection System Impact Study Distribution Provider shall refund to Applicant the difference between i Applicant s detailed study deposit and ii the greater of the costs Distribution Provider CAISO and third parties have incurred on Applicant s behalf or one half of the original detailed study deposit up to a maximum of 100 000 including interest from the date of receipt by Distribution Provider to the date of payment to Applicant The applicable interest shall be one twelfth of the Federal Reserve three month Commercial Paper Rate Non Financial from the Federal Reserve Statistical Release H 15 expressed as an annual rate
240. he IOUs and the Settling Parties support an OIR outcome that employs best practices and embodies a rational balance between maintaining distribution and transmission grid Grid safety and reliability while implementing timely efficient and fair distribution level interconnection procedures G Whereas the IOUs and the Settling Parties seek to avoid resource consuming litigation Now Therefore in consideration of the promises and covenants set forth below the IOUs and the Settling Parties agree to and shall as appropriate duly advocate for the terms and conditions set forth in Section II below Il TERMS AND CONDITIONS A Revised Rule 21 Tariff and Standardized Forms The Commission should expeditiously adopt the Revised Rule 21 Tariff and Standardized Forms set forth at Attachment A of this Settlement Agreement and said Revised Rule 21 Tariff and Standardized Forms should be implemented by the IOUs immediately after the Commission approves them The IOUs and the Settling Parties support for adoption of the Revised Rule 21 Tariff and Standardized Forms is subject to the Commission s adoption of the recommendations set forth in this Section II B Phasing of OIR The Commission s adoption of the Revised Rule 21 Tariff and Standardized Forms should constitute Phase 1 of the OIR Upon the Commission issuing a decision adopting and implementing the Revised Rule 21 Tariff and Standardized Forms Phase 1 should be deemed c
241. he Revised Rule 21 Tariff if and only if a party reasonably establishes the need for reconsideration ATTACHMENT C Minimum Engineering Review Data to be Included in the Reporting Proposal Identification of the engineering analysis results for each Interconnection Request as follows l Whether the Interconnection Request passed Initial Review and if not which screen or screens caused the Interconnection Request to be evaluated pursuant to Supplemental Review the Independent Study Process or the Cluster Study Process Whether the Distribution Provider upon receipt of a complete and valid Interconnection Request completed the Initial Review and notified the Applicant of the Initial Review results within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Business Days before the Distribution Provider completed the Initial Review and notified the Applicant of the results of the Initial Review If evaluated pursuant to Supplemental Review whether the Interconnection Request passed Supplemental Review and if not which screen caused the Interconnection Request to be placed in the Independent Study Process or the Cluster Study Process If evaluated pursuant to Supplemental Review and upon authorization by the Applicant and receipt of the Supplemental Review fees from the Applicant whether the Distribution Provider completed the Supplemental Review and notified the Applic
242. he extent that the CAISO Tariff currently Section 12 3 2 of Appendix Y provides for cash repayment to interconnection customers for contribution to the cost of Network Upgrades the Interconnection Customer shall be entitled to a 9 cash repayment equal to the total amount paid to the Distribution Provider and Affected System operator if any for Network Upgrades including any tax gross up or other tax related payments associated with the Network Upgrades and not otherwise refunded to the Interconnection Customer to be paid to the Interconnection Customer on a dollar for dollar basis for the non usage sensitive portion of transmission charges as payments are made under the Distribution Provider s Tariff and Affected System s Tariff for transmission services with respect to the Generating Facility Any repayment shall include interest calculated in accordance with the methodology set forth in FERC s regulations at 18 C F R 35 19a a 2 i11 from the date of any payment for Network Upgrades through the date on which the Interconnection Customer receives a repayment of such payment pursuant to this subparagraph The Interconnection Customer may assign such repayment rights to any person To the extent that the CAISO Tariff does not provide for cash repayment to interconnection customers for contribution to the cost of Network Upgrades Interconnection Customer is not entitled to a cash repayment for amounts paid to the Distribution Provider
243. he step up transformers the distribution lines and the substation transformers and capacitor banks at the Point of Interconnection with the Distribution Provider s Distribution System This one line drawing must be signed and stamped by a licensed Professional Engineer if the Generating Facility is larger than 50 kW 2 Generating Facility General Information Total Generating Facility rated output MW Generating Facility auxiliary Load MW Project net capacity MW Standby Load when Generating Facility is off line MW Number of Generating Units Please repeat the following items for each generator Individual generator rated output MW for each unit Type induction synchronous D C with inverter Phase 3 phase or single phase MOOW pS mam 3 Synchronous Generator Information 3A 3B Generator Information Please repeat the following for each generator A PSs Homo Ow Manufacturer Year Manufactured Rated Generator speed rpm Rated MVA Rated Terminal Voltage kV Rated Generator Power Factor Generator Efficiency at Rated Load Moment of Inertia including prime mover Inertia Time Constant on machine base H sec or MJ MVA SCR Short Circuit Ratio the ratio of the field current required for rated open circuit voltage to the field current required for rated short circuit current Please attach generator reactive capability curves Rated Hydrogen
244. hether any such law or regulation is in fact applicable to the transactions activities or entities identified in this Settlement Agreement Except as provided for herein each IOU and each Settling Party expressly reserves its right to advocate in other proceedings positions principles assumptions defenses arguments and methodologies which may be different than those underlying this Settlement Agreement C Reasonableness The IOUs and the Settling Parties consider this Settlement Agreement to be reasonable consistent with law and in the public interest D Construction The IOUs and the Settling Parties have cooperated in the preparation of this Settlement Agreement and have had a full opportunity to negotiate its terms and conditions Accordingly The IOUs and the Settling Parties expressly waive any common law or statutory rule of construction that ambiguities should be construed against the drafter of this Settlement Agreement The IOUs and the Settling Parties agree covenant and represent that the language in all parts of this Agreement shall be in all cases construed as a whole according to its fair meaning E Modification and Amendment This Settlement Agreement may be amended changed or modified only upon written agreement executed by the IOUs and the Settling Parties No waiver of any provision of this Settlement Agreement will be valid unless in writing and signed by the IOU or the Settling Party against whom such waiver is
245. ial indirect incidental consequential or punitive damages including but not limited to loss of profit or revenue loss of the use of equipment cost of capital cost of temporary equipment or services whether based in whole or in part in contract in tort including negligence strict liability or any other theory of liability provided however that damages for which a Party may be liable to the other Party under another agreement will not be considered to be special indirect incidental or consequential damages hereunder Uncontrollable Force 7 5 1 As used in this article an Uncontrollable Force Event shall mean any act of God labor disturbance act of the public enemy war insurrection riot fire storm flood earthquake explosion breakage or accident to machinery or equipment any curtailment order regulation or restriction imposed by governmental military or lawfully established civilian authorities or any other cause beyond the reasonable control of the Distribution Provider or Interconnection Customer Page 14 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities io Interconnecting Under the Fast Track Process which could not be avoided through the exercise of Good Utility Practice An Uncontrollable Force Event does not include an act of negligence or intentional wrongdoing by the Party claiming Un
246. ianavuraiariiehie ancsaindmenateiieeeaa 83 2 Metering by Non Distribution Provider Parties 1 cccccccccecceccccsctbcctcectncen ects ecesleececesdeececuee 84 3 Net Generation Output MGTEING i xerseieccessecciccccetescetiedicctvdeasecdindeecsvbeasailvelineiebeatasideslents 84 4 Point of Common Coupling PCC Metering ss ssssssssssserrnneesssersnrrrnrressrenerrrrrrrnnnssserrnne 85 5 TelMmGiering cc ccc tees a A a A a ee 85 0 LOCA nesrecna a A e 85 Te Costs OF Metering vicesngasncesnrncadusvendnceontectdntcnonmediad aaaea E ARE AAE R 86 8 Multiple Tariff Metering pets ei atic ehegasadied cacti ecittesadin haga aig ctasnttia tulaanigilsbesaanintinieasiaalarne 86 K Dispute Resolution Process wiiwssctasciuietssidexetancinwsds dudvencdedasstuwaes ara A EN ERE 86 1e SCOPO era a E A aE O cede E iagiednang 86 2 Proced leS nicnn aniani aN aa aidai aiaa a aaa 86 3 Performance During Dispute ecivccasissinrnccendingeragvaccageceqacagslurlvnquancihitmidapieayacaasbamidapiiaennngalutne 87 L Certification and Testing Criteria siccciicriutanicecrtenccbsugasideariaceneerdnantechdectenncepeciendandtecrpendeumnd 87 A URC ING asese E EEE EE EREE NE Ea 87 2 Certified and Non Certified Interconnection Equipment sssssssssseseseesssesseeeees 88 Certified Equipment scire ae EEEE E E E EA E EEE E EEE 88 Non Certified EQuipMment ccccccccccccccccceeeeeeeeeeeeeeeeeeesssssssssseesssesseeessesseeeeseseeeees 89 3 lype Festing xic
247. icable provided such Party makes a good faith effort to provide the notice no later than 24 hours after such Party becomes aware of the occurrence and 2 promptly furnish to the other Party copies of any publicly available reports filed with any governmental authorities addressing such events Subcontractors Nothing in this Agreement shall prevent a Party from utilizing the services of any subcontractor as it deems appropriate to perform its obligations under this Agreement provided however that each Party shall require its subcontractors to comply with all applicable terms and conditions of this Agreement in providing such services and each Party shall remain primarily liable to the other Party for the performance of such subcontractor 12 11 1 The creation of any subcontract relationship shall not relieve the hiring Party of any of its obligations under this Agreement The hiring Party shall be fully responsible to the other Party for the acts or omissions of any subcontractor the hiring Party hires as if no subcontract had been made provided however that in no event shall the Distribution Provider be liable for the actions or inactions of the Interconnection Customer or its subcontractors with respect to obligations of the Interconnection Customer under this Agreement Any applicable obligation imposed by this Agreement upon the hiring Party shall be equally binding upon and shall be construed as having application to any subcontracto
248. icle will survive termination of this Agreement Article 8 Insurance 8 1 8 2 8 3 General Liability and Additional Insurance The Interconnection Customer shall at its own expense maintain in force general liability insurance without any exclusion for liabilities related to the interconnection undertaken pursuant to this Agreement The amount of such insurance shall be sufficient to insure against all reasonably foreseeable direct liabilities given the size and nature of the generating equipment being interconnected the interconnection itself and the characteristics of the system to which the interconnection is made The Interconnection Customer shall obtain additional insurance only if necessary as a function of owning and operating a generating facility Such insurance shall be obtained from an insurance provider authorized to do business in California Certification that such insurance is in effect shall be provided upon request of the Distribution Provider except that the Interconnection Customer shall show proof of insurance to the Distribution Provider no later than ten 10 Business Days prior to the anticipated Parallel Operation date An Interconnection Customer of sufficient credit worthiness may propose to self insure for such liabilities and such a proposal shall not be unreasonably rejected Maintenance of Insurance The Distribution Provider agrees to maintain general liability insurance or self insurance consistent wi
249. ider for the Supplemental Review Approval by Distribution Provider for equipment used in a particular Generating and or Interconnection Facility does not guarantee Distribution Provider s approval for use in other Generating and or Interconnection Facilities Type Testing 89 Revised Rule 21 Tariff a Type Tests and Criteria for Interconnection Equipment Certification Type testing provides a basis for determining that equipment meets the specifications for being designated as Certified equipment under this Rule The requirements described in this Section cover only issues related to Interconnection and are not intended to address device safety or other issues Table L 1 defines the test criteria by Generator or inverter technology While UL 1741 1 was written specifically for inverters the requirements are readily adaptable to synchronous Generators induction Generators as well as single multi function controllers and protection relays Until a universal test standard is developed Distribution Provider or NRTL shall adapt the procedures referenced in Table L 1 as appropriate and necessary for a Generating Facility and or Interconnection Facilities or associated equipment performance and its control and Protection Functions These tests shall be performed in the sequence shown in Table JL 2 on the next page Table L 1 Type Test and Requirements for Interconnection Equipment Certification Synchronous Induction Type Test Reference
250. ies and additional Commissioning Test verifications conducted pursuant to Section E of this Rule If the initial Commissioning Test verification is not successful through no fault of Distribution Provider Distribution Provider may impose upon Producer a cost based charge for subsequent Commissioning Test verifications All Costs for additional Commissioning Test verifications shall be paid by Producer within thirty days of receipt of Distribution Provider s invoice The invoice provided by Distribution Provider shall consist of the hourly rate multiplied by the hours incurred by Distribution Provider and will separately specify the amount of time spent on site from that spent in roundtrip travel to the Commissioning Test site Additional cost if any will be specified on the invoice If the initial Commissioning Test verification is not successful through the fault of Distribution Provider that visit will not be considered the initial Commissioning Test verification c Other Checks and Tests Other checks and tests that may need to be performed include 1 Verifying final Protective Function settings 2 Trip test L 5 g 3 In service tests L 5 h d Certified Equipment Generating Facilities qualifying for interconnection through the Fast Track process incorporate Certified Equipment that have at a minimum passed the Type Tests and Production Tests described in this Rule and are judged to have little or no potential impact on Distribu
251. ific Requirements oossseneeeeeesoereeerrretesorttttrnnrrsorrrtttereernnnrseerrrnnrnn 81 a Technology Specific REQUIREMONIS inistisiccccctecsccttcvdeasiviscsarddentaasleeddvsdsentcteateeideniecstelet 81 b Induction Generators i cts censasc ccotectncaciataraceidctedengathuaentectn diacectiasedaniachsdsetdateaidiaiacecmiectadd 82 INSTR Sasso esa cee eres erected 82 4 Supplemental Generating Facility Requirement 0 ceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 82 A Fault DOC CHO caicssdelecisrdusadsandasacnsrdasaduas tandednzenusedtticenudenaduaubenuceansersadtenerdeatcanneaddeneuevenats 82 b Transiter Trip eoe e ae E e e aN 82 0o RECOSSBIOCkING peo epee patent cette teen mer rere tire EE ener er pret ere mene en tert aert ete werent 82 Third Party Installations Reservation of Unused Facilities and Refund of Salvage Value 83 1 Interconnection Facilities and Distribution Upgrades ccccccsssnssssnseneceecseenseeeceees 83 2 Third Party installations ok oce at cect tcteectcte eet a A E AAE 83 3 Reservation of Unused PACs 5 cc fcadcedc duces hs ccccedcccenducndch cece chanced adeeiceeenecite dates 83 4 Refund of Salvage VS cigs ects cedvdee na einen nnna E e n n A eevee EAEan 83 Revised Rule 21 Tariff J Metering Monitoring and Telemetering 2 c cccccccccccdececccecenenecadeannenndetdnntecnensnencendnennennnnnnze 83 1 General Requirements i dieetscsevetaectaielatctetertecierstistunisaisvi
252. ify that the relay does not operate Step 4 Negative Sequence Voltage Test Using the pickup settings determined in Step 1 apply rated relay voltage and current at 180 degrees from tripping direction to simulate normal load conditions for three phase relays use at 180 I at 60 and l at 300 degrees Remove phase 1 voltage and observe that the relay does not operate Repeat for phases 2 and 3 Step 5 Load Current Test Using the pickup settings determined in Step 1 apply rated voltage and current at 180 degrees from the tripping direction to simulate normal load conditions use la at 180 at 300 and at 60 degrees Observe that the relay does not operate Step 6 Unbalanced Fault Test Using the pickup settings determined in Step 1 apply rated voltage and 2 times rated current to simulate an unbalanced fault in the non trip direction use Va at 0 degrees V and V at 180 degrees at 180 degrees at O degrees and at 180 degrees Observe that the relay especially single phase does operate properly Step 7 Time Delay Settings Test Apply Step 1 settings and set time delay to minimum setting Adjust the current source to the appropriate level to determine operating time and compare against calculated values Verify that the timer stops when the relay trips Repeat at midpoint and maximum delay settings Step 8 Dielectric Test Perform the test described in IEC 414 using 2 kV RMS for 1 minute Step 9 Surge Withsta
253. igate the impact of a failed Screen A through H are 1 Replace an overloaded distribution transformer with a larger transformer 2 Replace overloaded secondary conductors with larger conductor 3 Determine if phase balancing on the transformer is possible with minimal review 4 If possible without further study check if the Generating Facility will actually overstress equipment a Screen A Is the PCC on a Networked Secondary System e f Yes fail must go to Supplemental Review except if the Generating Facility is on a Spot Network and meets the following criteria If the Generating Facility meets the following criteria continue to Screen B pursuant to Section G 1 a The proposed Generating Facility must utilize an inverter based equipment package and together with the aggregated other inverter based generation shall not exceed the smaller of 5 of a Spot Network s maximum load or 50 kW Under no condition shall the interconnection of a Generating Facility result in a backfeed of a Spot Network or cause unnecessary operation of any Spot Network protectors e f No pass continue to Screen B Significance Special considerations must be given to Generating Facilities proposed to be installed on Networked Secondary Systems because of the design and operational aspects of network protectors There are no such considerations for radial distribution systems b Screen B Is Certified Equipment used Does the Interconnection R
254. ilable Taps of rating Load Tap Changer Y or N Tap Settings IMPEDANCE H X H Y X Y Percent MVA Base Tested Taps WINDING RESISTANCE H X Y Ohms CURRENT TRANSFORMER RATIOS H X Y N PERCENT EXCITING CURRENT 100 Voltage 110 Voltage Supply copy of nameplate and manufacturer s test report when available SDG amp E RULE 21 GENERATOR INTERCONNECTIONAGREEMENT FOR EXPORTING GENERATING FACILITIES INTERCONNECTING UNDER THE FAST TRACK PROCESS TABLE OF CONTENTS Article 1 Scope and Limitations of Agreement 1 1 Applicability 1 2 Purpose 1 3 No Agreement to Purchase or Deliver Power 1 4 Limitations 1 5 Responsibilities of the Parties 1 6 Parallel Operation Obligations 1 7 Metering 1 8 Reactive Power 1 9 Capitalized Terms Article 2 Inspection Testing Authorization and Right of Access 2 1 Equipment Testing and Inspection 2 2 Authorization Required Prior to Parallel Operation 2 3 Right of Access Article 3 Effective Date Term Termination and Disconnection 3 1 Effective Date 3 2 Term of Agreement 3 3 Termination 3 4 Temporary Disconnection Article 4 Cost Responsibility for Interconnection Facilities and Distribution Upgrades 4 1 Interconnection Facilities 4 2 Distribution Upgrades 4 3 Local Furnishing Bonds Article 5 Cost Responsibility for Network Upgrades 5 1 Applicability 5 2 Network Upgrades 5 3 Intentionally Omitted 5 4 Rights Und
255. impact Applicant s interconnection options iii to analyze such information and iv to determine feasible Points of Interconnection and eliminate alternatives given resources and available information Distribution Provider will bring to the scoping meeting as reasonably necessary to accomplish its purpose such already available technical data including but not limited to i general facility loadings ii general instability issues iii general short circuit issues iv general voltage issues and v general reliability issues Applicant will bring to the scoping meeting in addition to the technical data in Attachment A of the Rule 21 Exporting Generating Facility Interconnection Request form any system studies previously performed Distribution Provider the CAISO if applicable and Applicant will also bring to the meeting personnel and other resources as may be reasonably required to accomplish the purpose of the meeting in the time allocated for the meeting On the basis of the meeting Applicant shall designate its Point of Interconnection The duration of the meeting shall be only what is sufficient to accomplish its purpose Within fifteen 15 Business Days after the scoping meeting Distribution Provider shall provide Applicant with an Independent Study Process Study Agreement which shall contain an outline of the scope of the Interconnection System Impact Study and Interconnection Facilities Study contain a non binding go
256. in in force general liability insurance without any exclusion for liabilities related to the interconnection undertaken pursuant to this Agreement The amount of such insurance shall be sufficient to insure against all reasonably foreseeable direct liabilities given the size and nature of the generating equipment being interconnected the interconnection itself and the characteristics of the system to which the interconnection is made The Interconnection Customer shall obtain additional insurance only if necessary as a function of owning and operating a generating facility Such insurance shall be obtained from an insurance provider authorized to do business in California Certification that such insurance is in effect shall be provided upon request of the Distribution Provider except that the Interconnection Customer shall show proof of insurance to the Distribution Provider no later than ten 10 Business Days prior to the anticipated Parallel Operation date An Interconnection Customer of sufficient credit worthiness may propose to self insure for such liabilities and such a proposal shall not be unreasonably rejected Maintenance of Insurance The Distribution Provider agrees to maintain general liability insurance or self insurance consistent with the Distribution Provider s commercial practice Such insurance or self insurance shall not exclude coverage for the Distribution Provider s liabilities undertaken pursuant to this Agreement N
257. in the test report and made available to Distribution Provider 101 Revised Rule 21 Tariff Appendix One Inadvertent Export Inadvertent Export The unscheduled and uncompensated export of real power from a Generating Facility GF for a duration exceeding two seconds but less than 60 seconds Under certain operating conditions an Applicant may choose to completely offset their facility load by installing generation systems which are optimally sized to meet their peak demand with load following functionality on the Generator controls to ensure conditional export of electrical power from the Generating Facility to Distribution Provider s Distribution or Transmission System In situations where the loading changes rapidly and or the Generator cannot ramp down quickly enough the Generating Facility may need to export small amounts of power for limited duration The event of exporting uncompensated power for a short time is referred to as Inadvertent Export It is proposed that the following criteria be the minimum requirements for Inadvertent Export systems It should be understood that other factors relevant to the interconnection study process 15 screen results short circuit current ratio etc may necessitate additional technical requirements e g reclose block transfer trip ground bank etc that are not explicitly noted here Also it should be noted that Inadvertent Export may not be available for interconnections to Net
258. ing Facilities subject to Commission jurisdiction shall interconnect under this Rule regardless of whether they interconnect to Distribution Provider s Distribution or Transmission System Subject to the requirements of this Rule Distribution Provider will allow the Interconnection of Generating Facilities with its Distribution or Transmission System Generating Facility interconnections to Distribution Provider s Distribution System that are subject to Federal Energy Regulatory Commission FERC jurisdiction shall apply under Distribution Provider s WDAT Definitions Capitalized terms used in this Rule and not defined in Distribution Provider s other tariffs shall have the meaning ascribed to such terms in Section C of this Rule The definitions set forth in Section C of this Rule shall only apply to this Rule the Interconnection Request study agreements and Generator Interconnection Agreements and may not apply to Distribution Provider s other tariffs Applicable Codes and Standards This Rule has been harmonized with the requirements of American National Standards Institute Institute of Electrical and Electronic Engineers ANSI IEEE 1547 2003 Standards for Interconnecting Distributed Resources with Electric Power Systems In some sections IEEE 1547 language has been adopted directly in others IEEE 1547 requirements were interpreted and this Rule s language was changed to maintain the spirit of both documents The language f
259. ing facilities within California However Rule 21 in its present form is not designed to facilitate the interconnection of large numbers of generating facilities that export significant amounts of electric power to the State s electric distribution and transmission systems or to interconnect energy storage devices Recently the Commission has implemented a number of new procurement programs targeting smaller scale renewable generators combined heat and power CHP facilities and new technologies such as energy storage Given the existing limitations of Rule 21 an updated distribution level interconnection process is necessary to support the success of these programs During the past seven months a diverse group of stakeholders Commission Staff and the state s largest IOUs have worked collaboratively in a consensus based process to update Rule 21 so that the tariff may better facilitate the interconnection of exporting generating facilities and storage technologies The result of those discussions is a proposed Settlement Agreement that maintains the safety reliability and power quality of the state s electric distribution and transmission systems while balancing the need for transparent requirements and procedures to make the generating facility interconnection process as predictable timely and reasonably priced as possible I FACTUAL AND PROCEDURAL BACKGROUND A The Settlement Agreement Continues the Work of the Rule 21 Working Group
260. ing into this Agreement is that Interconnection Customer is a Qualifying Facility QF and will sell all of its exports to the grid to the Distribution Provider under a power purchase agreement PPA entered into pursuant to the Public Utility Regulatory Policies Act of 1978 PURPA or WHEREAS the basis for the Parties entering into this Agreement is Insert Description or N A THEREFORE in consideration of the mutual covenants set forth herein the Parties agree as follows Page 1 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Article 1 Scope and Limitations of Agreement 1 1 Applicability This Agreement shall be used for an interconnection governed by the Distribution Provider s California Public Utilities Commission CPUC approved Electric Rule 21 Rule 21 of a Generating Facility that sells all of its exports to the grid to the Distribution Provider This Agreement is not applicable to NEM Producers Non Export Producers and non compensated exporting Producers 1 2 Purpose This Agreement incorporates in its entirety the Distribution Provider s California Public Utilities Commission CPUC approved Electric Rule 21 Rule 21 subject to any modifications the CPUC may direct in the exercise of its jurisdiction Th
261. inuing basis of developments relating to the Uncontrollable Force Event until the event ends The Affected Party will be entitled to suspend or modify its performance of obligations under this Agreement other than the obligation to make payments only to the extent that the effect of the Uncontrollable Force Event cannot be mitigated by the use of Reasonable Efforts The Affected Party will use Reasonable Efforts to resume its performance as soon as possible 7 6 Default 7 6 1 No Default shall exist where such failure to discharge an obligation other than the payment of money is the result of an Uncontrollable Force Event as defined in this Agreement or the result of an act or omission of the other Party Upon a Default the non defaulting Party shall give written notice of such Default to the defaulting Party Except as provided in article 7 6 2 the defaulting Party shall have 60 calendar days from receipt of the Default notice within which to cure such Default provided however if such Default is not capable of cure within 60 calendar days the defaulting Party shall commence such cure within 20 calendar days after notice and continuously and diligently complete such cure within six months from receipt of the Default notice and if cured within such time the Default specified in such notice shall cease to exist 7 6 2 Ifa Default is not cured as provided in this article or if a Default is not capable of being cured within the period pr
262. ion procedures or are being introduced as new screens Screens E Single Phase Generator G Short Circuit Interrupting Capability and L Transmission Dependency Stability mirror 3 See e g id Attachment I 4 8 SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 18 APPENDIX A technical review screens included in FERC s SGIP The SGIP language has been augmented in Screen M to focus on the absence or presence of potential interdependencies with the state s transmission system This screen identifies when an interconnection request may require review by CAISO or at the least coordination with the CAISO in processing the interconnection request Screens D Transformer Rating and K NEM Projects lt 500kW are new screens Screen D has been added to allow a distribution provider to assess potential secondary transformer or secondary conductor overloads and determine when it may be necessary to change a transformer or conductor to facilitate the safe and reliable interconnection of a generating facility without diminishing the power quality supplied to nearby retail customers Screen K has been added to facilitate interconnection of NEM facilities up to 500 kW in capacity by allowing such facilities to bypass Screen M The use of nameplate capacity in Screen K expedites the Initial Review analysis and enables a distribution provider to better achieve its statutory timeframes for interconnecting NEM systems SUBSECTION G 2
263. ion Facility shall have the capability to withstand voltage and current surges in accordance with the environments defined in IEEE Std C62 41 2 2002 or IEEE Std C37 90 1 2002 as applicable and as described in L 3 e IEEE 1547 4 1 8 2 d Visible Disconnect Required When required by Distribution Provider s operating practices Producer shall furnish and install a ganged manually operated isolating switch or a comparable device mutually agreed upon by Distribution Provider and Producer near the Point of Interconnection to isolate the Generating Facility from Distribution Provider s Distribution or Transmission System The device does not have to be rated for load break nor provide over current protection The device must 1 allow visible verification that separation has been accomplished This requirement may be met by opening the enclosure to observe contact separation 2 include markings or signage that clearly indicates open and closed positions 3 a for Emergency purposes be capable of being reached quickly and conveniently 24 hours a day by Distribution Provider personnel for construction operation maintenance inspection testing or to isolate the Generating Facility from Distribution Provider s Distribution or Transmission System without obstacles or requiring those seeking access to obtain keys special permission or security clearances b for Non Emergency purposes be capable of being reached during normal busine
264. ion Group Study Process asta scs cc areca cede voces arecaetat hd aeeiete hem atencesooteeoetedelSs 43 c Transmission Gloster Study Process cscscce hee cecendchcncuescccecezdcecntaviendetcaccedcvasdenicdutend 44 d Independent Study PrOCOSS jis vaieciciccntcranesdaceorgeacermudedexssudnrdacdcroideatereutstannoddeengmutatiemeds 45 e Generator Interconnection Agreement ccccceeeeesseccceeeeeeeeeeeeeeeesaeeaeeeeeeeeeeneenaaees 50 f Engineering amp Procurement E amp P Agreement eecescecceeeeeeeeeeeeeeeeeeeeeeeeeeneeaeees 51 4 Interconnection Financial Security cccccccceeeeeeeeeeecceeeeeeeeeeeeeesenaaeaaeeeeeeeeesessaaeaeeeees 51 a Types of Interconnection Financial Security cccccceeeeeeeeeeeeecceeeeeeeeeeeseesneaeeeeeees 51 b Initial Posting of Interconnection Financial SECUTitYy cece ee eeeeeeeeeeeeeeeeeettteeeeeeeeeeers 52 c Second Posting of Interconnection Financial Security eeccceeeeeeeeeeeeeeeeeeeneeeeeees 53 d Third Posting of Interconnection Financial Security cceececceeeeeeeeeeeeeeeeeeeeeeees 54 e General Effect of Withdrawal of Interconnection Request or Termination of the Generator Interconnection Agreement on Interconnection Financial Security 2 55 5 Commissioning Testing and Parallel Operation ccccceeeeeeeeeeeeeeeeeeeteeeeeeeeeeeeeeeetanees 58 As SSOMMISSIOMING LESUNG a Gielen arte A cet eee eae a 58 b
265. ion Provider and Applicant shall negotiate concerning any disputed provisions of the appendices to the draft Generator Interconnection Agreement for not more than ninety 90 Calendar Days after Distribution Provider provides Applicant with the final Interconnection Facilities Study report or final Interconnection System Impact Study report if the Interconnection Facilities Study is waived Producer is responsible for all costs associated with Parallel Operation to support the safe and reliable operation of the Distribution System and Transmission System as set forth in Section E 4 If Applicant determines that negotiations are at an impasse it may request termination of the negotiations at any time after tender of the draft Generator Interconnection Agreement pursuant to Section F 3 e i and initiate Dispute Resolution procedures pursuant to Section K Unless otherwise agreed by the Parties if Applicant or Producer where those are different entities has not executed the Generator Interconnection Agreement or initiated Dispute Resolution procedures pursuant to Section K within ninety 90 Calendar Days after issuance of the final Interconnection Facilities Study report or final Interconnection System Impact Study report if the Interconnection Facilities Study is waived it shall be deemed to have withdrawn its Interconnection Request Distribution Provider shall provide to Producer a final Generator Interconnection Agreement within fifteen 15 Bu
266. ip limits for the Protective Function and are not intended to define or imply a voltage regulation Function Generating Facilities shall cease to energize Distribution Provider s Distribution System within the prescribed trip time whenever the voltage at the PCC deviates from the allowable voltage operating range The Protection Function shall detect and respond to voltage on all phases to which the Generating Facility is connected i Generating Facilities 30 kVA or less Generating Facilities with a Gross Rating of 30 kVA or less shall be capable of operating within the voltage range normally experienced on Distribution Provider s Distribution System from plus to minus 5 of the nominal voltage e g 114 volts to 126 volts on a 120 volt base at the service panel or PCC The trip settings at the generator terminals may be selected in a manner that minimizes nuisance tripping between 106 volts and 132 volts on a 120 volt base 88 110 of nominal voltage to compensate for voltage drop between the generator terminals and the PCC Voltage may be detected at either the PCC or the Point of Interconnection However the voltage range at the PCC with the generator on line shall stay within 5 of nominal T Revised Rule 21 Tariff ii Generating Facilities greater than 30 kVA Distribution Provider may have specific operating voltage ranges for Generating Facilities with Gross Ratings greater than 30 kVA and may require adjustable op
267. is Agreement governs the terms and conditions under which the Interconnection Customer s Generating Facility will interconnect with and operate in parallel with the Distribution Provider s Distribution System In the event of inconsistency between this Agreement and the terms of Rule 21 the provisions of the latter shall control 1 3 No Agreement to Purchase of Deliver Power This Agreement does not constitute an agreement to purchase or deliver the Interconnection Customer s power The purchase or delivery of power and other services that the Interconnection Customer may require will be covered under separate agreements if any The Interconnection Customer will be responsible for separately making all necessary arrangements including scheduling for delivery of electricity 14 Limitations Nothing in this Agreement is intended to affect any other agreement between the Distribution Provider and the Interconnection Customer 1 5 Responsibilities of the Parties 1 5 1 The Parties shall perform all obligations of this Agreement in accordance with all Applicable Laws and Regulations Operating Requirements and Good Utility Practice 1 5 2 The Interconnection Customer shall construct interconnect operate and maintain its Generating Facility and construct operate and maintain its Interconnection Facilities in accordance with the applicable manufacturer s recommended maintenance schedule and in accordance with this Agreement and with
268. is Section and or the dispute resolution process in Section K of the Revised Tariff SUBSECTION F 2 Fast Track Interconnection Review Process Subsection F 2 establishes the requirements and timeframes for the Fast Track interconnection review process which may consist of 1 Initial Review 2 an optional Initial Review results meeting 3 Supplemental Review if required 4 an optional Supplemental Review results meeting and 5 execution of a generator interconnection agreement SUBSECTION F 3 Detailed Study Interconnection Review Process Subsection F 3 establishes requirements and timeframes for the Detailed Study interconnection review process Subsection F 3 a Detailed Study Track Selection Process sets forth the process for determining the appropriate Detailed Study process that should be applied to a specific interconnection request Subsections F 3 b Distribution Group Study Process F 3 c Transmission Cluster Process and F 3 d Independent Study Process establish the requirements and timeframes applicable to the three Detailed Study processes SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 14 APPENDIX A Subsection F 3 b Distribution Group Study Process is not finalized The Joint Settlement Parties propose to develop detailed procedures for a Distribution Group Study Process subsequent to the filing of the instant motion The Vote Solar Initiative filed a separate Motion on March 1 2012 seeking permission for the J
269. ises for any reasonable purpose in connection with the performance of the obligations imposed on it by this Agreement or if necessary to meet its legal obligation to provide service to its customers Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process 2 3 3 Costs associated with this Article are subject to the relevant provisions of Rule 21 Article 3 Effective Date Term Termination and Disconnection 3 1 Effective Date This Agreement shall become effective upon execution by the Parties 3 2 Term of Agreement This Agreement shall become effective on the Effective Date and shall remain in effect for a period of years from the Effective Date or such other longer period as the Parties may agree and shall be automatically renewed for each successive one year period thereafter unless terminated earlier in accordance with article 3 3 of this Agreement 323 Termination No termination shall become effective until the Parties have complied with all Applicable Laws and Regulations applicable to such termination 3 3 1 The Interconnection Customer may terminate this Agreement at any time by giving the Distribution Provider twenty 20 Business Days written notice 3 3 2 Either Party may terminate this Agreement after Default pursuant to article 7 6 3 3 3 In addition if the basis for Rule 21 appli
270. it b Initial Posting of Interconnection Financial Security On or before sixty 60 Calendar Days after publication of the final Interconnection System Impact Study report Applicant must post with notice to Distribution Provider two separate Interconnection Financial Security instruments First Applicant proposing to interconnect a Large Generating Facility shall post an Interconnection Financial Security instrument in an amount equal to the lesser of i fifteen percent 15 of the total cost responsibility assigned to Applicant in the final Interconnection System Impact Study for Network Upgrades ii 20 000 per MW of electrical output of the Large Generating Facility or the amount of megawatt increase in the generating capacity of each existing Generating Facility as listed by Applicant in its 52 Revised Rule 21 Tariff Interconnection Request including any requested modifications thereto or iii 7 500 000 Applicant proposing to interconnect a Small Generating Facility shall post an Interconnection Financial Security instrument in an amount equal to the lesser of i fifteen percent 15 of the total cost responsibility assigned to Applicant in the final Interconnection System Impact Study for Network Upgrades or ii 20 000 per megawatt of electrical output of the Small Generating Facility or the amount of MW increase in the generating capacity of each existing Generating Facility as listed by Applicant in its Interconn
271. ith respect to obligations of the Interconnection Customer under this Agreement Any applicable obligation imposed by this Agreement upon the hiring Party shall be Page 20 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 1212 12 13 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process equally binding upon and shall be construed as having application to any subcontractor of such Party 12 11 2 The obligations under this article will not be limited in any way by any limitation of subcontractor s insurance CPUC Modification Unless otherwise ordered by the CPUC this Agreement at all times shall be subject to such modifications as the CPUC may direct from time to time in the exercise of its jurisdiction Review of Records and Data 12 13 1 The Distribution Provider shall have the right to review and obtain copies of Interconnection Customer s operations and maintenance records logs or other information such as unit availability maintenance outages circuit breaker operation requiring manual reset relay targets and unusual events pertaining to Interconnection Customer s Generating Facility or its interconnection with Distribution Provider s Distribution System 12 13 2 The Interconnection Customer authorizes the Distribution Provider to release to the California Energy Commission CEC the CAISO a
272. ithdrawal and removal from the Interconnection Study process and has elected to pursue Dispute Resolution as set forth in Section K Applicant s Interconnection Request will not be considered in any ongoing Interconnection Study during the Dispute Resolution process In the event of such withdrawal Distribution Provider subject to the provisions in Section D 7 and Sections E 3 a as applicable shall provide at Applicant s request all information that Distribution Provider developed for any completed study conducted up to the date of withdrawal of the Interconnection Request Engineering Review Details 59 Revised Rule 21 Tariff Interconnection Technical Framework Overview Complete Valid Interconnection Request Does the Applicant choose to go directly to Detailed Studies No Y Non Export Net Energy Metering NEM or Export Export an Go to Electrical Fast Track Eligibility MW Limit Independence Tests she ae a and Detailed Studies Energy Metering Pass Initial ki Screens A H Single Phase Geneaior Sra Cret Cure Goreuon I Transformer Rang fi Pass All Screens i any Screen Does quick review of failed screens determine requirements to address the screens RE E Yes No Initial Review Screens l M Will power be exported across the PCC No Yes No Generating Facility 11kVA J Yes Is Generating Facility a NEM project K whose nameplate capacity is 500kW Yes No Aggrega
273. ive remedy for the Breach of this Article but shall be in addition to all other remedies available at law or in equity The Parties further acknowledge and agree that the covenants contained herein are necessary for the protection of legitimate business interests and are reasonable in scope No Party however shall be liable for indirect incidental or consequential or punitive damages of any nature or kind resulting from or arising in connection with this Article Article 10 Disputes 10 1 Dispute Resolution Any dispute arising between the Parties regarding a Party s performance of its obligations under this Agreement or requirements related to the interconnection of the Generating Facility shall be resolved according to the procedures in Rule 21 Article 11 Taxes 11 1 11 2 Applicable Tax Laws and Regulation The Parties agree to follow all applicable tax laws and regulations consistent with CPUC policy and Internal Revenue Service requirements Maintenance of Tax Status Each Party shall cooperate with the other to maintain the other Party s tax status Nothing in this Agreement is intended to adversely affect the Distribution Provider s tax exempt status with respect to the issuance of bonds including but not limited to local furnishing bonds Article 12 Miscellaneous 12 1 Governing Law Regulatory Authority and Rules The validity interpretation and enforcement of this Agreement and each of its provisions shal
274. ivities or any type of remediation activities related to the Generating Facility or the Interconnection Facilities each of which may reasonably be expected to affect the other Party The notifying Party shall 1 provide the notice as soon as practicable provided such Party makes a good faith effort to provide the notice no later than 24 hours after such Party becomes aware of the occurrence and 2 promptly furnish to the other Party copies of any publicly available reports filed with any governmental authorities addressing such events 12 11 Subcontractors Nothing in this Agreement shall prevent a Party from utilizing the services of any subcontractor as it deems appropriate to perform its obligations under this Agreement provided however that each Party shall require its subcontractors to comply with all applicable terms and conditions of this Agreement in providing such services and each Party shall remain primarily liable to the other Party for the performance of such subcontractor 12 11 1 The creation of any subcontract relationship shall not relieve the hiring Party of any of its obligations under this Agreement The hiring Party shall be fully responsible to the other Party for the acts or omissions of any subcontractor the hiring Party hires as if no subcontract had been made provided however that in no event shall the Distribution Provider be liable for the actions or inactions of the Interconnection Customer or its subcontractors w
275. l be governed by the laws of the State of California where the Point of Interconnection is located without regard to its conflicts of law principles This Agreement is subject to all Applicable Laws and Regulations Each Party expressly Page 18 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process reserves the right to seek changes in appeal or otherwise contest any laws orders or regulations of a Governmental Authority 12 2 Amendment The Parties may amend this Agreement by a written instrument duly executed by both Parties 12 3 No Third Party Beneficiaries This Agreement is not intended to and does not create rights remedies or benefits of any character whatsoever in favor of any persons corporations associations or entities other than the Parties and the obligations herein assumed are solely for the use and benefit of the Parties their successors in interest and where permitted their assigns 12 4 Waiver 12 4 1 The failure of a Party to this Agreement to insist on any occasion upon strict performance of any provision of this Agreement will not be considered a waiver of any obligation right or duty of or imposed upon such Party 12 4 2 Any waiver at any time by either Party of its rights with respect to this Agreement shall not be deemed a continuing
276. l operate maintain repair and inspect and shall be fully responsible for the facilities that it now or subsequently may own unless otherwise specified in the Attachments to this Agreement Each Party shall be responsible for the safe installation maintenance repair and condition of their respective lines and appurtenances on their respective sides of the point of change of ownership The Distribution Provider and the Interconnection Customer as appropriate shall provide Interconnection Facilities that adequately protect the Distribution Provider s Transmission System Distribution System personnel and other persons from damage and injury The allocation of responsibility for the design installation operation maintenance and ownership of Interconnection Facilities shall be delineated in the Attachments to this Agreement 1 5 6 The Distribution Provider shall coordinate with Affected Systems to support the interconnection 1 5 7 The Interconnection Customer shall maintain QF status during the term of this Agreement 1 6 Parallel Operation Obligations Once the Generating Facility has been authorized to commence parallel operation the Interconnection Customer shall abide by all rules and procedures pertaining to the parallel operation of the Generating Facility in the applicable balancing authority area including but not limited to 1 the rules and procedures concerning the operation of generation set forth in Rule 21 or by the applicabl
277. licant to gain authorization from a distribution provider to begin parallel operation The commissioning testing and parallel operation provisions in Subsection F 5 of the Revised Tariff mirror Sections C 2 c and C 2 d of the existing Rule 21 tariff SUBSECTION F 6 Withdrawal Subsection F 5 addresses the circumstances under which an interconnection request may be withdrawn by either an applicant or a distribution provider The withdrawal provisions in Subsection F 6 were imported from the utilities WDATs SECTION G ENGINEERING REVIEW DETAILS Section G contains a number of technical review screens whose application will allow a distribution provider to determine the type and degree of review necessary to process an interconnection request consistent with a distribution provider s responsibility to maintain the safety reliability and power quality of electric distribution and transmission systems Section G is divided into Initial Review Screens Subsection G 1 Supplemental Review Screens Subsection G 2 and Detailed Study Screens Subsection G 3 SUBSECTION G 1 Initial Review Screens Subsection G 1 includes thirteen Initial Review Screens Screens A M The Initial Review Screens include the eight screens that are presently contained in the existing Rule 21 tariff These existing screens are included in the Revised Tariff as Screens A B C F H I J and M The other five screens are either derived from existing federal interconnect
278. liminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST 2 Length of penstock ft 3 Average cross sectional area of the penstock ft2 4 Typical maximum head vertical distance from the bottom of the penstock at the gate to the water level ft 5 Is the water supply run of the river or reservoir 6 Water flow rate at the typical maximum head ft sec 7 Average energy rate kW hrs acre ft 8 Estimated yearly energy production kW hrs C Complete this section for each machine independent of the turbine type 1 Turbine manufacturer 2 Maximum turbine power output MW 3 Minimum turbine power output while on line MW 4 Governor information a Droop setting speed regulation b Is the governor mechanical hydraulic or electro hydraulic Electro hydraulic governors have an electronic speed sensor and transducer c Other comments regarding the turbine governor system 3D Short Circuit Duty Information For each generator provide the following reactances expressed in p u on the generator base e Xd Direct Axis Synchronous Reactance p u e X d Direct Axis Transient Reactance p u e Xd Direct Axis Subtransient Reactance p u e X2 Negative Sequence Reactance p u e X0 Zero Sequence Reactance p u Generator Grounding select one for each model A Solidly grounded B Grounded through an impedance Impeda
279. lities and Metering Equipment Attachment 3 One line Diagram Depicting the Generating Facility Interconnection Facilities Metering Equipment and Upgrades Attachment 4 Milestones Attachment 5 Additional Operating Requirements for the Distribution Provider s Distribution System and Affected Systems Needed to Support the Interconnection Customer s Needs Attachment 6 Distribution Provider s Description of its Upgrades and Cost Responsibility Page iii of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E Effective April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process This Interconnection Agreement Agreement or GIA is made and entered into this day of 20_ by Distribution Provider and Interconnection Customer each hereinafter sometimes referred to individually as Party or both referred to collectively as the Parties Distribution Provider Information Distribution Provider Attention Address City State Zip Phone Fax Interconnection Customer Information Interconnection Customer Attention Address City State Zip Phone Fax Interconnection Customer Application No WHEREAS Interconnection Customer proposes to interconnect to the Distribution System WHEREAS the basis for the Parties enter
280. ll aspects of this Settlement Agreement with their respective legal counsel IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March g_ 2012 G isha Williams Executive Vice President Electric Operations Pacific Gas and Electric Company 77 Beale Street San Francisco Telephone 415 973 4141 Facsimile 415 973 5056 GJWD pge com IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Name of Organization Southern California Edison Company Address 2244 Walnut Grove Avenue Rosemead CA 91770 Telephone 626 302 3115 Facsimile 626 302 6693 Email frank cooley sce com IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 13 2012 add Lo David L Geier Vice President Electric Operations San Diego Gas amp Electric 8330 Century Park Ct San Diego CA 92123 Telephone 858 650 6131 Facsimile 858 650 6106 DGeier semprautilities com IN WITNESS WHEREOF The OUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 13 2012 By atk btbbr bau Dr Mark S Shirilau PE President and CEO Aloha Systems Incorporated 8539 Barnwood Lane Riverside CA 92508 7126 Telephone 951 780 9903 Facsimile 951 779 0
281. m IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 15 2012 Wletthe Jgn By _ Matthew Vespa Staff Attorney Sierra Club 85 Second Street 2 Floor San Francisco CA 94105 Telephone 415 977 5753 Fax 415 977 5793 matt vespa sierraclub org IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 15 __ 2012 y P T fhag at Name Sara Birmingham Title Director of Western Policy Name of Organization Solar Energy Industries Association Address 575 7 St NW 400 Washington DC 20004 Telephone 415 385 7240 Facsimile Email sbirmingham seia org B IN WITNESS WHEREOF The OUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 4 Oi 2 By Name C wihs Seymour Title Sr Mavagey Government AV favs Name of Organization Sin disen Address GOO C epee Drive Belmont CA A4oe 7 Telephone 443 S42 g 442 Facsimile email CSeymovr qunedison com IN WITNESS WHEREOF The IOUs and the Settling Parties have executed this Settlement Agreement on the dates stated below Dated March 15 2012 Name Adam Pishl Title VP Operations Name of Organization Sunlight Partners Address 4215 E McDowell Rd Suite 212 Telephone 480 331 4071 Facsimile na Em
282. may be extended by agreement Ifa Party anticipates that it will be unable to meet a milestone for any reason other than a Uncontrollable Force Event it shall immediately notify the other Party of the reason s for not meeting the milestone and 1 propose the earliest reasonable alternate date by which it can attain this and future milestones and 2 requesting appropriate amendments to Attachment 4 The Party affected by the failure to 11 6 3 meet a milestone shall not unreasonably withhold agreement to such an amendment unless it will suffer significant uncompensated economic or operational harm from the delay 2 attainment of the same milestone has previously been delayed or 3 it has reason to believe that the delay in meeting the milestone is intentional or unwarranted notwithstanding the circumstances explained by the Party proposing the amendment Financial Security Arrangements At least 20 Business Days prior to the commencement of the design procurement installation or construction of a discrete portion of the Distribution Provider s Interconnection Facilities and Upgrades the Interconnection Customer shall provide the Distribution Provider at the Interconnection Customer s option a guarantee a surety bond letter of credit or other form of security that is reasonably acceptable to the Distribution Provider and is consistent with the Uniform Commercial Code of the jurisdiction where the Point of Interconnection is located S
283. may be required at Producer s expense If the Generating Facility is Interconnected to a portion of Distribution Provider s Distribution System operating at a voltage below 10 kV then Telemetering equipment may be required on Generating Facilities 250 kW or greater Distribution Provider shall only require Telemetering to the extent that less intrusive and or more cost effective options for providing the necessary data in real time are not available Distribution Provider will report to the Commission or designated authority on a quarterly basis the rationale for requiring Telemetering equipment in each instance along with the size and location of the facility Location Where Distribution Provider owned Metering is located on Producer s premises Producer shall provide at no expense to Distribution Provider a suitable location for all such Metering Equipment 85 Revised Rule 21 Tariff 7 K Costs of Metering Producer will bear all costs of the Metering required by this Rule including the incremental costs of operating and maintaining the Metering Equipment Multiple Tariff Metering The requirements of Section J 3 may not apply where a Generating Facility includes multiple generators eligible for service under more than one Net Energy Metering NEM tariff schedule e g NEM BG NEM FC NEM or where a Generating Facility consists of one or more NEM eligible generators in combination with one or more non NEM eligible gen
284. me frames for completing the Generator Interconnection Agreement If Applicant and Distribution Provider are unable to identify or agree to modifications that enable Applicant to pass Initial Review Applicant shall notify Distribution Provider within five 5 Business Days of the Initial Review results meeting whether it would like to proceed with Supplemental Review or withdraw its Interconnection Request Applicant may request one extension of no more than five 5 Business Days to respond If Applicant fails to notify Distribution Provider within five 5 Business Days of the Initial Review results meeting or at the end of the extension if one was requested the Interconnection Request shall be deemed withdrawn c Supplemental Review If Applicant requests Supplemental Review and submits a nonrefundable Supplemental Review fee if required Distribution Provider shall complete Supplemental Review within twenty 20 Business Days absent extraordinary circumstances following authorization and receipt of the fee Supplemental Review determines if i the Generating Facility qualifies for Fast Track Interconnection or ii the Generating Facility requires Detailed Study For Interconnection Requests that pass Supplemental Review and do not require Interconnection Facilities or Distribution Upgrades Distribution Provider shall provide Applicant with a Generator Interconnection Agreement within fifteen 15 Business Days of providing notice of
285. med confidential if the Party that designated the information as confidential notifies the other Party that it no longer is confidential Cc Disclosure to Commission FERC or their respective Staff Notwithstanding anything in this Section D 7 to the contrary and pursuant to 18 CFR section 1b 20 in the case of disclosure to FERC if the Commission FERC or their respective staff during the course of an investigation or otherwise requests information from one of the Parties that is otherwise required to be maintained in confidence pursuant to this Rule the Party shall provide the requested information to the Commission FERC or their respective staff within the time provided for in the request for information In providing the information to the Commission FERC or their respective staff the Party shall pursuant to PUC section 583 and General Order 66 C in the case of disclosure to the Commission and consistent with 18 CFR section 388 112 in the case of disclosure to FERC request that the information be treated as confidential and non public by the Commission FERC and their respective staff and that the information be withheld from public disclosure Requests from another state regulatory body with jurisdiction conducting a confidential investigation shall be treated in a similar manner consistent with applicable state rules and regulations 21 10 Revised Rule 21 Tariff d Required Disclosure Subject to the exception in S
286. mission fails to approve this Settlement Agreement as reasonable and adopt it unconditionally without modification the IOUs and the Settling Parties will renegotiate this Settlement Agreement in good faith with regard to any Commission ordered changes in order to preserve the balance of benefits and burdens In the event such negotiations are unsuccessful any IOU or Settling Party in its sole discretion may rescind its support of this Settlement Agreement If this Settlement Agreement is terminated the signatories shall be released from any and all obligations and representations set forth in this Settlement Agreement and shall be restored to their positions prior to having entered into this Settlement Agreement Any modification of or amendment to this Settlement Agreement shall give each IOU and each Settling Party the right to rescind its support of this Settlement Agreement IV REGULATORY APPROVAL The IOUs and the Settling Parties agree to use their best efforts to obtain Commission approval of this Settlement Agreement To that end the IOUs and the Settling Parties agree to jointly request that the Commission 1 approve this Settlement Agreement without change and 2 find that this Settlement Agreement is reasonable in light of the whole record is consistent with law and is in the public interest V NOTICES The IOUs and the Settling Parties shall transmit noticeable information to all other IOUs and Settling Parties via electroni
287. n the Distribution Provider shall have access to the Interconnection Customer s premises for any reasonable purpose in connection with the performance of the obligations imposed on it by this Agreement or if necessary to meet its legal obligation to provide service to its customers 2 3 3 Costs associated with this Article are subject to the relevant provisions of Rule 21 Article 3 Effective Date Term Termination and Disconnection 2l Effective Date This Agreement shall become effective upon execution by the Parties 3 2 33 Term of Agreement This Agreement shall become effective on the Effective Date and shall remain in effect for a period of years from the Effective Date or such other longer period as the Parties may agree and shall be automatically renewed for each successive one year period thereafter unless terminated earlier in accordance with article 3 3 of this Agreement Termination No termination shall become effective until the Parties have complied with all Applicable Laws and Regulations applicable to such termination 3 3 1 3 3 2 3 33 3 3 4 3 3 5 The Interconnection Customer may terminate this Agreement at any time by giving the Distribution Provider twenty 20 Business Days written notice Either Party may terminate this Agreement after Default pursuant to article 7 6 In addition if the basis for Rule 21 applicability for this interconnection is based on the Interconnection Customer maintaini
288. n Certified Equipment Commissioning Tests Section L 5 d With Distribution Provider s approval these tests may be performed in the factory in the field as part of commissioning or a combination of both Distribution Provider at its discretion may also approve a reduced set of tests for a particular Generating Facility or for example if it determines it has sufficient experience with the equipment f Verification of Settings At the completion of Commission testing Producer shall confirm all devices are set to Distribution Provider approved settings Verification shall be documented in the Commissioning Test Certification g Trip Tests Interconnection Protective Functions and devices e g reverse power relays that have not previously been tested as part of the Interconnection Facilities with their associated interrupting devices e g contactor or circuit breaker shall be trip tested during commissioning The trip test shall be adequate to prove that the associated interrupting devices open when the protective devices operate Interlocking circuits between Protective Function devices or between interrupting devices shall be similarly tested unless they are part of a system that has been tested and approved during manufacturing h In service Tests Interconnection Protective Functions and devices that have not previously been tested as part of the Interconnection Facilities with their associated instrument transformers or tha
289. n Distribution Provider and Producer individually referred to in Section K as Party and collectively the Parties regarding Distribution Provider s or Producer s performance of its obligations under its tariffs the Implementing Agreements and requirements related to the interconnection of Producer s Facilities pursuant to this Rule shall be resolved according to the following procedures a The dispute shall be documented in a written notice notice by the aggrieved Party to the other Party containing the relevant known facts pertaining to the dispute the specific dispute and the relief sought and express notice by the aggrieved Party that it is invoking the procedures under this Section The notice shall be sent to the Party s email address and physical address set forth in the Generator Interconnection Agreement or Interconnection Request if there is no Generator 86 Revised Rule 21 Tariff Interconnection Agreement A copy of the notice shall also be sent to the Energy Division Office of the Director at the Commission The receiving Party shall acknowledge the notice within five 5 Calendar Days of its receipt Upon the aggrieved Party notifying the other Party of the dispute each Party must designate a representative with the authority to make decisions for its respective Party to review the dispute within seven 7 Calendar Days In addition upon receipt of the notice Distribution Provider shall provide
290. n Provider s Distribution System circuit to which it is connected IEEE 1547 4 2 1 The Generating Facility shall cease to energize Distribution Provider s Distribution circuit prior to re closure by Distribution Provider s Distribution System equipment IEEE 1547 4 2 2 b Momentary Paralleling Generating Facilities With Distribution Provider s approval the transfer switch or scheme used to transfer Producer s loads from Distribution Provider s Distribution or Transmission System to Producer s Generating Facility may be used in lieu of the Protective Functions required for Parallel Operation C Suitable Equipment Required Circuit breakers or other interrupting equipment located at the Point of Common Coupling PCC must be Certified or Listed as defined in Article 100 the Definitions Section of the National Electrical Code as suitable for their intended application This includes being capable of interrupting the maximum available fault current expected at their location Producer s Generating Facility and Interconnection Facilities shall be designed so that the failure of any single device or component shall not potentially compromise the safety and reliability of Distribution Provider s Distribution and Transmission System The Generating Facility paralleling device shall be capable of withstanding 220 of the Interconnection Facility rated voltage IEEE 1547 4 1 8 3 T9 Revised Rule 21 Tariff The Interconnect
291. n Requirement ssseseeeeeeeees 74 a Protective Functions Required ccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeaaeeaeeeeeeeeeeeeaaeaneeeeeeeeees 75 b Momentary Paralleling Generating Facilities c c ccceeeeeessseceeceeeeeeeeeeeeesseeeeeeeeees 75 Revised Rule 21 Tariff c Suitable Equipment Required 0ccccceeeeeeeeeseeeeeeeeeeeeeeeeeceeceeeeeeeeeeeeeeeeeeeeeeeeegs 75 d Visible Disconnect Required ccccccccseceseeeeeeeeeeeeeeeeeeeeeeeceaeaseeeeeeeeseeeaacsseeeeesess 76 e Drawings Reguired eee Ope Pe Beer Bnet ret oan ionin ini cree nn erty EEEE EAREN ener er er 76 f Generating Facility Conditions Not Identified cece eeeeeeeeeeeeeeeeeeeeeeeeeeeeees 77 2 Prevention OF Interference seria cocicteacestciastemicageuesasagQumsenicignmeginagmuandgnncsinasmdadiqdbectwnatdaans 77 a Voltage REQUIBUON sxcaccsticsac cin seacenideancrntadncrauseamandetnardererbadanantnciautaamantalderaueadicreuss 77 b Voltage Trip Setting cai atin aon cnc aa 77 oo2 02 11S 1 1 3 eee eee Bre een ee eer bry Danner mene EE E ener ey etree ern fray eer eee me 78 OI caresses eee eee heads one ated T E eee ees 79 e Integration with Distribution Provider s Distribution System Grounding e 79 Te PROQUGINGY E 79 ORE 21 01 oe en Te err rn ere eer eee ee eee ee eet cert ere 80 h Direct Current InjectiOM isseire rE EAEE EA LEAKE R 81 k Power Fato siesena ang N e 81 3 Technology Spec
292. n Upgrades or Network Upgrades Producer The entity that executes a Generator Interconnection Agreement with Distribution Provider Producer may or may not own or operate the Generating Facility but is responsible for the rights and obligations related to the Generator Interconnection Agreement Production Test A test performed on each device coming off the production line to verify certain aspects of its performance 16 Revised Rule 21 Tariff Protective Function s The equipment hardware and or software in a Generating Facility whether discrete or integrated with other functions whose purpose is to protect against Unsafe Operating Conditions Prudent Electrical Practices Those practices methods and equipment as changed from time to time that are commonly used in prudent electrical engineering and operations to design and operate electric equipment lawfully and with safety dependability efficiency and economy Queue Position See Section E 5 C Queued Capacity Aggregate queued generation capacity in MW for a substation area bus bank or circuit i e amount of generation in the queue Reasonable Efforts With respect to an action required to be attempted or taken by a Party under this Rule efforts that are timely and consistent with Good Utility Practice and are otherwise substantially equivalent to those a Party would use to protect its own interests Reliability Network Upgrades The transmission facilities
293. n keeping with current policy generating facilities eligible for NEM under California Public Utilities Code section 2827 2827 8 or 2827 10 are exempt from any costs associated with distribution or network upgrades SUBSECTION E 5 Interconnection Request Validation and Assignment of Queue Position Subsection E 5 in the Revised Tariff expands significantly on Section C 1 b 1 in the existing Rule 21 tariff to set forth a distribution provider s responsibilities after an interconnection request is received Consistent with existing tariff Section C 1 b 1 Subsection E 5 a Acknowledgement of Interconnection Request requires a distribution provider to provide written notification to a Rule 21 applicant within ten business days of receipt of an SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 11 APPENDIX A interconnection request Subsection E 5 b Deficiencies in Interconnection Request establishes a process for rectifying deficiencies in an interconnection request Subsection E 5 c Assignment of Queue Position addresses the assignment of an interconnection queue position for non NEM applicants Subsection E 5 d Publication of the Interconnection Queue sets forth requirements for the publication of interconnection queue data for interconnection requests that are governed by the tariff and have a point of interconnection on a distribution provider s distribution system Subsection E 5 d also sets forth specific information that will
294. nce value in p u on generator base R p u X p u C Ungrounded 4 Induction Generator Information Please repeat the following for each generator Page 8 of 13 Automated Document Preliminary Statement A Form 79 0000 Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST Sern hot osS Motoring Power kW pi or K Heating Time Constant Rotor Resistance Rr Stator Resistance Rs Stator Reactance Xs Rotor Reactance Xr Magnetizing Reactance Xm Short Circuit Reactance Xd Exciting Current Temperature Rise Frame Size Design Letter Reactive Power Required In Vars No Load Reactive Power Required In Vars Full Load Total Rotating Inertia H Per Unit on kVA Base 5 Wind Turbine Generator WTG Information Proposed projects may include one or more WTG types Please repeat the following for each type of WTG A WTG Manufacturer and Model B Number of WTGs WTG Type check one Type 1 Squirrel cage induction generator Type 2 Wound rotor induction machine with variable rotor resistance Type 3 Doubly fed asynchronous generator Type 4 Full converter interface D Nameplate Rating each WTG kW kVA E Rated Terminal Voltage kV E For Type 1 or Type 2 WTGs 1 uncompensated power factor at full load 2 power factor correction capacitors at full load MVAR 3 number of shunt stages a
295. nce with Section F 4 b where Distribution Upgrades or Network Upgrades are identified and for Generating Facilities with a Gross Nameplate Rating of 5 MW or less Applicant submits the Facilities Study deposit in accordance with Section E 3 a and F 3 d vi In cases where no Distribution Upgrades and or Network Upgrades are identified and the required facilities are limited to Distribution Provider s Interconnection Facilities only the 48 Revised Rule 21 Tariff Interconnection Facilities Study shall be completed within sixty 60 Calendar Days PG amp E forty five 45 Business Days after Applicant posts the initial Interconnection Financial Security and for Generating Facilities with a Gross Nameplate Rating of 5 MW or less Applicant submits the Facilities Study deposit If applicable Distribution Provider will share the applicable study results with the CAISO for review and comment and will incorporate CAISO comments if any into the study report prior to issuing a final Interconnection Facilities Study report to Applicant Within thirty 30 Calendar Days after Distribution Provider provides the final Interconnection Facilities Study report to Applicant or within thirty 30 Calendar Days of an Interconnection Facilities Study results meeting if requested Distribution Provider shall tender a draft Generator Interconnection Agreement together with draft appendices unless Applicant requests an Interconnection Facilities Study re
296. nclude the Standardized Forms Subsection D 7 Confidentiality Subsection E 3 a Detailed Study Deposit Subsection F 3 c d Transmission Cluster Study Process and Independent Study Process and Subsection F 4 Interconnection Financial Security Appendix A provides a more detailed discussion of the precise sections that include provisions taken from FERC jurisdictional procedures These provisions make the Revised Tariff and Standardized Forms consistent with other interconnection procedures in California and build on national interconnection experience 3 New Provisions Parties worked cooperatively to identify problematic areas in Rule 21 and collaborated to develop solutions that reflect market and system realities in California Some key examples of 43 44 See e g id See Standardization of Small Generator Interconnection Agreements and Procedures FERC Order No 2006 Appendix A May 12 2005 Keyes Jason B and Fox Kevin T Comparison of the Four Leading Small Generator Interconnection Procedures October 2008 available at http www solarabcs org about publications reports interconnection pdfs ABCS 07_studyreport pdf 45 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 13 new provisions are discussed in the subsections below Appendix A provides a more specific discussion of the precise sections that include new provisions a Supplemental Review and Associated Technical Screens The Revised Tariff incorpora
297. nd Refund of Salvage Value 1 Interconnection Facilities and Distribution Upgrades Except as provided for in the Generator Interconnection Agreement of this Rule Interconnection Facilities connected to Distribution Provider s side of the PCC and Distribution Upgrades shall be provided installed owned and maintained by Distribution Provider at Producer s expense Third Party Installations Subject to the approval of Distribution Provider a Producer may at its option employ a qualified contractor to provide and install Interconnection Facilities or Distribution Upgrades to be owned and operated by Distribution Provider on Distribution Provider s side of the PCC Such Interconnection Facilities and Distribution Upgrades shall be installed in accordance with Distribution Provider s design and specifications Upon final inspection and acceptance by Distribution Provider Producer shall transfer ownership of such Producer installed Interconnection Facilities or Distribution Upgrades to Distribution Provider and such facilities shall thereafter be owned and maintained by Distribution Provider at Producer s expense Producer shall pay Distribution Provider s reasonable cost of design administration and monitoring of the installation for such facilities to ensure compliance with Distribution Provider s requirements Producer shall also be responsible for all costs including any income tax liability associated with the transfer of Producer
298. nd Test Perform the surge withstand test described in IEEE C37 90 1 1989 or the surge withstand capability test described in L 3 e 97 Revised Rule 21 Tariff This version of the Non Exporting test procedure is intended for discrete reverse power and underpower relay packages provided to meet the requirements of Options 1 and 2 of Screen It should be understood that in the reverse power application the relay will provide a trip output with power flowing in the export toward Distribution Provider s Distribution or Transmission System direction Step 1 Power Flow Test at Minimum Midpoint and Maximum Pickup Level Settings Determine the corresponding secondary pickup current for the desired export power flow of 0 5 secondary watts the minimum pickup setting assumes 5 amp and 120V CT PT secondary Apply nominal voltage with minimum current setting at zero 0 degrees phase angle in the trip direction Increase the current to pickup level Observe the relay s LCD or computer display indication of power values Note the indicated power level at which the relay trips The power indication should be within 2 of the expected power For relays with adjustable settings repeat this test at the midpoint and maximum settings Repeat at phase angles of 90 180 and 270 degrees and verify that the relay does not operate measured watts will be zero or negative Step 2 Leading Power Factor Test Apply rated voltage with a minimum pickup
299. nd or the CPUC information regarding the Generating Facility including the Interconnection Customer s name and location and the size location and operational characteristics of the Generating Facility as requested from time to time pursuant to the CEC s CAISO s or CPUC s rules and regulations Article 13 Notices 13 1 General Unless otherwise provided in this Agreement any written notice demand or request required or authorized in connection with this Agreement Notice shall be deemed properly given if delivered in person delivered by recognized national currier service or sent by first class mail postage prepaid to the person specified below If to the Interconnection Customer Interconnection Customer Attention Address City State Zip Phone Fax Page 21 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process If to the Distribution Provider Distribution Provider Attention Address City State Zip Phone Fax 13 2 Billing and Payment Billings and payments shall be sent to the addresses set out below Interconnection Customer Attention Address City State Zip Distribution Provider Attention Address City State Zip 13 3 Alternative Forms of Notice
300. nd size 4 Please attach capability curve describing reactive power or power factor range from no output to full rated output including the effect of shunt compensation G For Type 3 or Type 4 WTGs 1 Maximum under excited power factor at full load 2 Maximum over excited power factor at full load 3 Control mode voltage control fixed power factor 4 Please attach capability curve describing reactive power or power factor range from no output to full rated output H Short Circuit Characteristics Applicant to provide technical data related to the short circuit characteristics of proposed WTGs for short circuit duty study Page 9 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST modeling purposes For example the applicant can provide manufacturer short circuit test data showing faulted condition for three phase and single line to ground fault Distribution Provider may require testing verification of voltage and harmonic performance during commissioning test of WTG based generation projects 6 Inverter Based Generation Systems Information Proposed inverter based generation projects may include one or more types of inverters Please provide answers to the following for each type of inverter Inverter Manufacturer and Model Number of Inverters Nameplate Rating AC each inverter kW Nameplate Vol
301. ndemnity Uncontrollable Force Consequential Damages and Default 7 1 Assignment 7 2 Limitation of Liability 7 3 Indemnity 7 4 Consequential Damages 7 5 Uncontrollable Force 7 6 Default Article 8 Insurance 8 1 General Liability and Additional Insurance 8 2 Maintenance of Insurance 8 3 Notification Article 9 Confidentiality 9 1 Definition of Confidential Information Article 10 Disputes 10 1 Dispute Resolution Article 11 Taxes 11 1 Applicable Tax Laws and Regulations 11 2 Maintenance of Tax Status Article 12 Miscellaneous 12 1 Governing Law Regulatory Authority and Rules 12 2 Amendment 12 3 No Third Party Beneficiaries 12 4 Waiver 12 5 Entire Agreement 12 6 Multiple Counterparts 12 7 No Partnership 12 8 Severability 12 9 Security Arrangements 12 10 Environmental Releases 12 11 Subcontractors 12 12 CPUC Modification 12 13 Review of Records and Data Page ii of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E Effective April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Article 13 Notices 13 1 General 13 2 Billing and Payment 13 3 Alternative Forms of Notice 13 4 Designated Operating Representative 13 5 Changes to the Notice Information Article 14 Signatures Attachment 1 Glossary of Terms Attachment 2 Description and Costs of the Generating Facility Interconnection Faci
302. nected Generator s within two seconds if the proposed amount of Inadvertent Export is exceeded Similarly to ensure limited impact to the Distribution or Transmission System the expected frequency of Inadvertent Export occurrences should be less than two occurrences per 24 hour period Additionally a separate reverse power or underpower Protective Function will be required in addition to the reverse power Protective Function described in 2 above to trip the connected Generator s if the duration of reverse power or underpower i e ANY export exceeds 60 seconds 103 Pacific Gas and RULE JHR Electric Company EXPORTING GENERATOR INTERCONNECTION REQUEST WE DELIVER ENERGY I The undersigned Applicant submits this request to interconnect its Generating Facility with the Pacific Gas and Electric Company PG amp E or Distribution Provider Distribution System pursuant to Rule 21 check only one C Detailed Study Process Fast Track Process 2 This Interconnection Request is for check only one L A proposed new Generating Facility An increase in the generating capacity or a Material Modification of an existing Generating Facility 3 Applicant provides the following information a Address to the extent known or location including the county of the proposed new Generating Facility site or in the case of an existing Generating Facility the name and specific location including the county of the existing Generati
303. nection studies Base Case data overall system knowledge and engineering judgment to determine whether an Interconnection Request can be studied independently of earlier queued interconnection requests If the Interconnection Request being evaluated for electrical independence on the Distribution System may be electrically related to earlier queued interconnection requests that have yet to complete either interconnection system impact study or Phase interconnection study then it fails the evaluation of electrical independence for the Distribution System e f Yes pass continue to Independent Study Process e If No fail continue to the Distribution Group Study Process Significance Interconnection Requests that are electrically related to earlier queued interconnection requests that have not yet been studied do not qualify for independent study c Independent Study Process Interconnection Studies The Interconnection Studies shall consist of an Interconnection System Impact Study and an Interconnection Facilities Study The Interconnection Studies will identify Interconnection Facilities Distribution Upgrades and Reliability Network Upgrades necessary to mitigate thermal overloads and voltage violations and address short circuit stability and reliability issues associated with the requested Interconnection Service If Distribution Provider anticipates that Reliability Network Upgrades will be required or the Interconnection Studies i
304. nection with the Distribution Provider s Transmission System shall apply to the California Independent System Operator CAISO for Interconnection and be subject to CAISO Tariff except for 1 Net Energy Metering Generating Facilities and 2 Generating Facilities that do not export to the grid or sell any exports sent to the grid Non Export Generating Facilities NEM Generating Facilities and Non Export Generating Facilities subject to Commission jurisdiction shall interconnect under this Rule regardless of whether they interconnect to Distribution Provider s Distribution or Transmission System x k k Generating Facility interconnections to the Distribution Provider s Distribution System that are subject to Federal Energy Regulatory Commission FERC jurisdiction shall apply under Distribution Provider s WDAT Subsections B 2 and B 3 in the Revised Tariff make changes to capitalized terms and section references to maintain consistency with revisions made elsewhere in the Revised Tariff Subsection B 2 further clarifies that the defined terms in Rule 21 are intended to also apply to the Interconnection Requests utility study agreements and Interconnection Agreements Subsection B 3 adds language to clarify that the requirements set forth in Rule 21 take precedence over codes and standards referenced in the tariff to the extent any inconsistencies between the Revised Tariff and any referenced or relevant codes and standards exist
305. ng Facility Project Name Project Location Street Address City State County Zip Code GPS Coordinates b Maximum net megawatt electrical output as defined by section 2 c of Attachment A to this appendix of the proposed new Generating Facility or the amount of net megawatt increase in the generating capacity of an existing Generating Facility Maximum net megawatt electrical output MW or Net Megawatt increase MW Type of project i e gas turbine hydro wind etc and general description of the equipment configuration if more than one type is chosen include net MW for each Page 1 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST ____ Cogeneration MW ___ Reciprocating Engine MW ____ Biomass MW ____ Steam Turbine MW __ Gas Turbine MW ___ Wind MW ____ Hydro MW ____ Inverter Based e g Photovoltaic Fuel Cell MW If Fuel Cell please describe primary fuel source ____ Combined Cycle MW ____ Other please describe d Proposed In Service Date and Other Key Dates Day Month Y ear Dates must be sequential Proposed In Service Date i 1l Proposed Trial Operation Date l Proposed Commercial Operation Date l Proposed Term of Service years e Name address telephone number and e mail address of Applicant primary person who will be contacted Name Title Company Name
306. ng new Generating Facilities and associated Interconnection Facilities according to Section L 5 to ensure compliance with the safety and reliability provisions of this Rule prior to being operated in parallel with Distribution Provider s Distribution or Transmission System For non Certified Equipment Producer shall develop a written testing plan to be submitted to Distribution Provider for its review and acceptance Alternatively Producer and Distribution Provider may agree to have Distribution Provider conduct the required testing at Producer s expense Where applicable the test plan shall include the installation test procedures published by the manufacturer of the Generating Facility or Interconnection Facilities Facility testing shall be conducted at a mutually agreeable time and depending on who conducts the test Distribution Provider or Producer shall be given the opportunity to witness the tests b Parallel Operation or Momentary Parallel Operation Producer shall not commence Parallel Operation of its Generating Facility with Distribution Provider s system unless it has received Distribution Provider s express 58 Revised Rule 21 Tariff written permission to do so Distribution Provider shall authorize Producer s Generating Facility for Parallel Operation or Momentary Parallel Operation with Distribution Provider s Distribution or Transmission System in writing within five 5 Calendar Days of satisfactory compliance with
307. ng Facility Distribution Provider and Producer may agree upon other arrangements Prevention of Interference Producer shall not operate Generating or Interconnection Facilities that superimpose a voltage or current upon Distribution Provider s Distribution or Transmission System that interferes with Distribution Provider operations service to Distribution Provider Customers or communication facilities If such interference occurs Producer must diligently pursue and take corrective action at its own expense after being given notice and reasonable time to do so by Distribution Provider If Producer does not take corrective action in a timely manner or continues to operate the facilities causing interference without restriction or limit Distribution Provider may without liability disconnect Producer s facilities from Distribution Provider s Distribution or Transmission System in accordance with Section D 9 of this Rule To eliminate undesirable interference caused by its operation each Generating Facility shall meet the following criteria a Voltage Regulation The Generating Facility shall not actively regulate the voltage at the PCC while in parallel with Distribution Provider s Distribution System The Generating Facility shall not cause the service voltage at other customers to go outside the requirements of ANSI C84 1 1995 Range A IEEE 1547 4 1 1 b Voltage Trip Setting The voltage ranges in Table H 1 define protective tr
308. ng QF status and selling all its exports to the grid to Distribution Provider under a PURPA PPA then this provision applies and Distribution Provider may terminate this Agreement if Interconnection Customer fails to maintain its QF status for the term of this Agreement or upon termination of Interconnection Customer s PURPA PPA 3 3 3 1 If Section 3 3 3 applies Interconnection Customer is responsible for maintaining QF status and must notify Distribution Provider sixty 60 Calendar Days in advance of Interconnection Customer failing to maintain its QF status selling to a third party or termination of its PURPA PPA If Interconnection Customer fails to provide such notice it is wholly responsible for any penalties incurred from any Governmental Authority or the California Independent System Operator Corporation CAISO including penalties and charges incurred by the Distribution Provider as a result of this failure to notify the Distribution Provider 3 3 3 2 If Interconnection Customer is no longer eligible for a Rule 21 interconnection then Distribution Provider may terminate this Agreement Upon termination of this Agreement the Generating Facility will be disconnected from the Distribution Provider s Distribution System All costs required to effectuate such disconnection shall be borne by the terminating Party unless such termination resulted from the non terminating Party s Default of this GIA or such non terminating Party
309. ng Under the Fast Track Process output of the Generating Facility and temporarily disconnect the Generating Facility from the Distribution Provider s Distribution System when necessary for routine maintenance construction and repairs on the Distribution Provider s Distribution System and or Transmission System The Distribution Provider shall provide the Interconnection Customer with five Business Days notice prior to such interruption The Distribution Provider shall use Reasonable Efforts to coordinate such reduction or temporary disconnection with the Interconnection Customer 3 4 3 Forced Outages During any forced outage the Distribution Provider may suspend interconnection service to effect immediate repairs on the Distribution Provider s Distribution System and or Transmission System The Distribution Provider shall use Reasonable Efforts to provide the Interconnection Customer with prior notice If prior notice is not given the Distribution Provider shall upon request provide the Interconnection Customer written documentation after the fact explaining the circumstances of the disconnection 3 4 4 Adverse Operating Effects The Distribution Provider shall notify the Interconnection Customer as soon as practicable if based on Good Utility Practice operation of the Generating Facility may cause disruption or deterioration of service to other customers served from the same electric system or if operating the Generating Facility could
310. ng electric power including storage Generating Facility Capacity The net capacity of the Generating Facility and the aggregate net capacity of the Generating Facility where it includes multiple Generators Generator A device converting mechanical chemical or solar energy into electrical energy including all of its protective and control functions and structural appurtenances One or more Generators comprise a Generating Facility Generator Interconnection Agreement An agreement between Distribution Provider and Producer providing for the Interconnection of a Generating Facility that gives certain rights and obligations to effect or end Interconnection For the purpose of 12 Revised Rule 21 Tariff this Rule Net Energy Metering or power purchase agreements authorized by the Commission are also defined as Generator Interconnection Agreements Good Utility Practice Any of the practices methods and acts engaged in or approved by a significant portion of the electric utility industry during the relevant time period or any of the practices methods and acts which in the exercise of reasonable judgment in light of the facts known at the time the decision was made could have been expected to accomplish the desired result at a reasonable cost consistent with good business practices reliability safety and expedition Good Utility Practice is not intended to be limited to the optimum practice method or act to the exclusion of all
311. ngineer the essential design and safety of the system being considered Small Generating Facility A Generating Facility that has a Generating Facility Capacity of no more than 20 MW Site Exclusivity Documentation reasonably demonstrating 1 For private land a Ownership of a leasehold interest in or a right to develop property upon which the Generating Facility will be located consisting of a minimum of 50 of the acreage reasonably necessary to accommodate the Generating Facility or b an option to purchase or acquire a leasehold interest in property upon which the Generating Facility will be located consisting of a minimum of 50 of the acreage reasonably necessary to 17 Revised Rule 21 Tariff accommodate the Generating Facility 2 For public land including that controlled or managed by any federal state or local agency a final non appealable permit license or other right to use the property for the purpose of generating electric power and in acreage reasonably necessary to accommodate the Generating Facility which exclusive right to use public land under the management of the federal Bureau of Land Management shall be in a form specified by the Bureau of Land Management The demonstration of Site Exclusivity at a minimum must be through the Commercial Operation Date of the new Generating Facility or increase in capacity of the existing Generating Facility Special Facilities For SCE See Added Facilities For PG amp
312. nt to the extent necessary Distribution Provider The public utility or its designated agent that owns controls or operates transmission or distribution facilities used for the transmission of electricity and provides distribution service to the Interconnection Customer The term Distribution Provider should be read to include the Distribution Owner when the Distribution Owner is separate from the Distribution Provider Distribution System Those non CAISO transmission and distribution facilities owned controlled and operated by the Distribution Provider that are used to provide distribution service 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 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 Generating Facility Distribution Upgrades do not include Interconnection Facilities Fast Track Process The interconnection study process set forth in Section F 2 of Rule 21 Generating Facility The Interconnection Customer s device for the production or storage of electricity identified in Attachment 2 of the Agre
313. nterconnection System Impact Study report if the Interconnection Facilities Study is waived that start date must be set forth in Applicant s Generator Interconnection Agreement and Applicant shall make its second posting of Interconnection Financial Security pursuant to Section F 4 d rather than Section F 4 c The failure by an Applicant to timely post the Interconnection Financial Security required by this Section F 4 c shall result in the Interconnection Request being deemed withdrawn and subject to Section F 6 or if applicable shall constitute grounds for termination of the Generator Interconnection Agreement d Third Posting of Interconnection Financial Security On or before the start of Construction Activities for Network Upgrades or Distribution Provider s Interconnection Facilities or Distribution Upgrades on behalf of Applicant whichever is earlier Applicant shall modify the two separate Interconnection Financial Security instruments posted as follows With respect to the Interconnection Financial Security instrument for Network Upgrades Applicant shall modify this instrument so that it equals one hundred percent 100 of the total cost responsibility assigned to Applicant for Network Upgrades in the final Interconnection Facilities Study or the final Interconnection System Impact Study if the Interconnection Facilities Study is waived With respect to the Interconnection Financial Security instrument for Distribution Provide
314. ny claim or notice of the commencement of any action or administrative or legal proceeding or investigation as to which the indemnity provided for in this article may apply the 13 7 4 7 5 7 6 indemnified person shall notify the indemnifying party of such fact Any failure of or delay in such notification shall not affect a Party s indemnification obligation unless such failure or delay is materially prejudicial to the indemnifying party Consequential Damages Other than as expressly provided for in this Agreement neither Party shall be liable under any provision of this Agreement for any losses damages costs or expenses for any special indirect incidental consequential or punitive damages including but not limited to loss of profit or revenue loss of the use of equipment cost of capital cost of temporary equipment or services whether based in whole or in part in contract in tort including negligence strict liability or any other theory of liability provided however that damages for which a Party may be liable to the other Party under another agreement will not be considered to be special indirect incidental or consequential damages hereunder Uncontrollable Force 7 5 1 As used in this article an Uncontrollable Force Event shall mean any act of God labor disturbance act of the public enemy war insurrection riot fire storm flood earthquake explosion breakage or accident to machinery or equipment
315. o govern the relative rights and duties of the IOUs and the Settling Parties as though the void voidable or unenforceable term or provision were not a part of this Settlement Agreement In addition it is the intention and agreement of the IOUs and the Settling Parties that all terms and conditions hereof be enforced to the fullest extent permitted by the law K Counterparts This Settlement Agreement may be executed in counterparts each of which will be deemed to be an original and all of which taken together shall constitute a single instrument This Settlement Agreement may be executed by signature via facsimile or PDF transmission and either shall be deemed the same as an original signature L Force Majeure Force majeure events that materially affect the IOUs ability to implement this Settlement Agreement as planned such as i acts of nature e g landslides earthquakes storms hurricanes floods ii riots terrorism war civil disturbances or sabotage or iii changes in law shall excuse the IOUs obligations under this Settlement Agreement and or the IOUs delayed or modified performance of obligations under this Settlement Agreement M Jurisdiction to Enforce The IOUs and the Settling Parties agree that the Commission retains jurisdiction to enforce the terms of this Settlement Agreement and resolve any disputes regarding performance under this Settlement Agreement N Termination of Settlement Agreement If the Com
316. o a potential Applicant Unless otherwise agreed upon all such information shall normally be sent to an Applicant within three 3 Business Days following the initial request from Applicant Distribution Provider will establish an individual representative as the single point of contact for Applicant but may allocate responsibilities among its staff to best coordinate the Interconnection of an Applicant s Generating Facility b Applicant Selects a Study Process An Applicant may select one of two interconnection evaluation processes in accordance with the following eligibility requirements i Fast Track Eligibility Non Exporting and Net Energy Metered Generating Facilities are eligible for Fast Track evaluation regardless of the Gross Nameplate Rating of the proposed Generating Facility Exporting Generating Facilities with a Gross Nameplate Rating no larger than 3 0 MWs ona 12 kV 16 kV or 33 kV interconnection for Southern California Edison 1 5 MW on a 12 kV interconnection for San Diego Gas amp Electric and 3 0 MW ona 12 kV or higher interconnection for PG amp E are also eligible for Fast Track evaluation For an Exporting Generating Facility that agrees to the installation of Distribution Provider approved protective devices at Applicant s cost such that the Exporting Generating Facility s net export will never exceed the Fast Track eligibility limits the Generating Facility s net export will be considered for purposes of Fast T
317. o any other failure to comply with any other obligation right duty of this Agreement Termination or default of this Agreement for any reason by Interconnection Customer shall not constitute a waiver of the Interconnection Customer s legal rights to obtain an interconnection from the Distribution Provider Any waiver of this Agreement shall if requested be provided in writing Entire Agreement This Agreement including all Attachments and any incorporated tariffs or Rules constitutes the entire agreement between the Parties with reference to the subject matter hereof and supersedes all prior and contemporaneous understandings or agreements oral or written between the Parties with respect to the subject matter of this Agreement There are no other agreements representations warranties or covenants which constitute any part of the consideration for or any condition to either Party s compliance with its obligations under this Agreement Multiple Counterparts This Agreement may be executed in two or more counterparts each of which is deemed an original but all constitute one and the same instrument 12 7 12 8 12 9 12 10 12 11 No Partnership This Agreement shall not be interpreted or construed to create an association joint venture agency relationship or partnership between the Parties or to impose any partnership obligation or partnership liability upon either Party Neither Party shall have any right power or a
318. od Utility Practice and are otherwise substantially equivalent to those a Party would use to protect its own interests Transmission System Those facilities owned by the Distribution Provider that have been placed under the CAISO s operational control and are part of the CAISO Grid Upgrades The required additions and modifications to the Distribution Provider s Distribution System and Transmission System at or beyond the Point of Interconnection Upgrades may be Network Upgrades or Distribution Upgrades Upgrades do not include Interconnection Facilities Attachment 2 Description and Costs of the Generating Facility Interconnection Facilities and Metering Equipment Equipment including the Generating Facility Interconnection Facilities and metering equipment shall be itemized and identified as being owned by the Interconnection Customer the Distribution Provider or the Distribution Owner The Distribution Provider will provide a best estimate itemized cost including overheads of its Interconnection Facilities and metering equipment and a best estimate itemized cost of the annual operation and maintenance expenses associated with its Interconnection Facilities and metering equipment Attachment 3 One line Diagram Depicting the Generating Facility Interconnection Facilities Metering Equipment and Upgrades Attachment 4 Milestones In Service Date Critical milestones and responsibility as agreed to by the Parties
319. od faith estimate of the cost to perform such studies and shall specify that Applicant is responsible for the actual cost of the Interconnection Studies including reasonable administrative costs Applicant shall execute and deliver to Distribution Provider the Independent Study Process Study Agreement no later than thirty 30 Business Days after the scoping meeting or the Interconnection Request shall be deemed withdrawn 45 Revised Rule 21 Tariff ii Timing of the Interconnection System Impact Study Results Absent extraordinary circumstances Distribution Provider shall complete and issue a final Interconnection System Impact Study report within ninety 90 Calendar Days PG amp E sixty 60 Business Days after the execution of an Independent Study Process Study Agreement If the System Impact Study indicates a need for Network Upgrades Distribution Provider will share applicable study results with the CAISO for review and comment and will incorporate comments into the final Interconnection System Impact Study report At any time Distribution Provider determines that it will not meet the required time frame for completing the Interconnection System Impact Study Distribution Provider shall notify Applicant as to the status of the Interconnection System Impact Study and provide an estimated completion date with an explanation of the reasons why additional time is required Upon request Distribution Provider shall provide Applicant
320. of financial security Dividing financial security into three postings in this manner provides an applicant flexibility to post security to cover costs incurred by a distribution provider as those costs become more certain and begin to be incurred by a distribution provider These provisions reduce carrying costs to an applicant while providing assurance to a distribution company that financial resources will be available to cover costs that are incurred to interconnect a generating facility Subsection F 4 e General Effect of Withdrawal addresses the impact that withdrawal of an interconnection request or the termination of a generator interconnection agreement has on interconnection financial security The financial security provisions in Subsection F 4 were imported from utilities WDATs SUBSECTION F 5 Commissioning Testing and Parallel Operation Subsection F 5 establishes requirements for the testing of a generating facility and the authorization of a generating facility s parallel operation with a distribution provider s distribution or transmission system Subsection F 5 a Commissioning Testing sets forth the 38 See e g id Attachment I 4 8 SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 17 APPENDIX A requirements for testing a new generating facility and its associated interconnection facilities Subsection F 5 b Parallel Operation or Momentary Parallel Operation establishes a process for an app
321. of the Interconnection Request will better accommodate Distribution Provider s review and studies in a manner consistent with the timelines established in this Rule that may be required to complete the processing for interconnection of non inverter based Generators and or Generators with non Certified Equipment 3 Unless Net Generator Output Metering is required Metering Equipment necessary to obtain service under PUC sections 2827 and 2827 8 shall be installed and operational within the timeframe required to complete Interconnection 4 An Applicant with a Fast Track Interconnection Request for a Net Energy Metering or Non Export Generating Facility that 1 goes for more than one year from the date of Distribution Provider s written notification that the Interconnection Request is valid without a signed Generator Interconnection Agreement or 2 has a Generating Facility that has not been approved for Parallel Operation within one year of completion of all applicable review and or studies is subject to withdrawal by Distribution Provider however Distribution Provider may not deem the Interconnection Request to be withdrawn if the i Applicant provides reasonable evidence that the Interconnection Request is still active or ii if the delay is at no fault of Applicant Compliance with Established Timelines Distribution Provider shall use Reasonable Efforts in meeting all the timelines provided for under this Rule In the event Distribution Pro
322. of this Agreement Liability under this provision is exempt from the general limitations on liability found in article 7 2 7 3 2 The Parties shall at all times indemnify defend and hold the other Party harmless from any and all damages losses claims including claims and actions relating to injury to or death of any person or damage to property demand suits recoveries costs and expenses court costs attorney fees and all other obligations by or to third parties arising out of or resulting from the other Party s action or failure to meet its obligations under this Agreement on behalf of the indemnifying Party except in cases of gross negligence or intentional wrongdoing by the indemnified Party 7 3 3 If an indemnified person is entitled to indemnification under this article as a result of a claim by a third party and the indemnifying Party fails after notice and reasonable opportunity to proceed under this article to assume the defense of such claim such indemnified person may at the expense of the indemnifying Party contest settle or consent to the entry of any judgment with respect to or pay in full such claim 7 3 4 Ifan indemnifying party is obligated to indemnify and hold any indemnified person harmless under this article the amount owing to the indemnified person shall be the amount of such indemnified person s actual loss net of any insurance or other recovery 7 3 5 Promptly after receipt by an indemnified person of a
323. oint Settlement Parties to continue efforts begun during negotiations that are still unresolved One of the three interim issues that parties seek to address is the development of a Distribution Group Study Process Upon approval of the Vote Solar Motion the IOUs and any other party may submit a proposal for a Distribution Group Study Process within the OIR In the interim the provisions presently inserted in Subsection F 3 b are intended to redirect applicants that would otherwise be eligible for this process to either the Transmission Cluster Process or the Independent Study Process until such time as a Distribution Group Study Process can be developed Subsection F 3 c Transmission Cluster Process sets forth the process for the withdrawal under Rule 21 and submittal under a WDAT of interconnection requests that are determined to have interdependencies with the state s electric transmission system Subsection F 3 d Independent Study Process establishes detailed procedures for the Independent Study Process The existing Rule 21 provides very little clarity or transparency with regard to how detailed study is conducted or the timeframe within which it should be completed The existing Rule 21 also does not address the manner in which deposits and interconnection financial security will be posted or refunded if appropriate Subsection F 3 d in the Revised Tariff draws heavily from the independent study processes contained in the SCE and
324. omplete and valid v the review process to which Applicant originally applied Fast Track Independent Study Process Transmission Cluster Study Process vi the original requested In Service Date vii the currently requested In Service Date viii the agreed upon Commercial Operation Date or actual Commercial Operation Date ii Applicant Generating Facility Storage System and Point of Interconnection Data ix the maximum summer and winter MW electrical output x the type of generating or storage facility to be constructed xi the fuel source xii the proposed Point of Interconnection location by county and state xiii the proposed Point of Interconnection location by substation area and if applicable circuit 35 Revised Rule 21 Tariff F Review Process For Interconnection Requests 1 Overview of the Interconnection Review Process a Valid Interconnection Request After an Interconnection Request is deemed complete and valid Distribution Provider will perform Fast Track evaluation unless an Applicant applies for Detailed Study or is not eligible for Fast Track evaluation The eligibility requirements for Fast Track evaluation are set forth in Section E 2 b See Section D 13 for special provisions related to the timeframe and costs applicable to NEM Applicants b Fast Track Review Fast Track evaluation allows for rapid review of the Interconnection of those Generating Facilities that do not require
325. ompleted and Phase 2 of the OIR as described below should commence no later than at this juncture C Phase 2 The Commission should commence Phase 2 no later than immediately following adoption of the Revised Rule 21 Tariff and Standardized Forms and conclude Phase 2 as expeditiously as possible and ideally within nine months of commencement Phase 2 should be conducted in an open public Commission rulemaking setting and the Phase 1 confidential Settlement should be terminated D Scope of Phase 2 The Commission should issue a Phase 2 Scoping Memo adopting the scope set forth at Attachment B of this Settlement Agreement E Phase 1 and Phase 2 Interdependencies The IOUs and the Settling Parties support for adoption of the Revised Rule 21 Tariff and Standardized Forms is contingent upon the Commission s adoption of the recommendations set forth herein In the event the Commission does not proceed with the procedural steps outlined in this Section II the IOUs and the Settling Parties shall be released from any and all obligations under this Agreement Said release shall include but is not limited to the exercise of the right to seek modification or reopening of any Phase 1 Commission decision s by means of a Petition for Modification or any other procedural mechanism Any and all rights and release of obligations under this Section ILE are additive to the rights and release of obligations in Section III N below F Coordination
326. on Detailed Study consists of one of three study processes 1 Independent Study Process ii Distribution Group Study Process or 111 Transmission Cluster Study Process The specific study process that is applied to a particular interconnection request will depend on the application of technical review screens Q and R in Revised Tariff Subsection G 3 Generating facilities that are electrically interdependent with the transmission system and thereby fail screen Q will proceed to the Transmission Cluster Study Process Generating facilities that pass screen Q will be studied under either the Independent SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 13 APPENDIX A Study Process or in a Distribution Group Study Process depending on the application of screen R which assesses whether dependencies exist with earlier queued interconnection requests Subsection F 1 d Compliance with Timelines requires the distribution provider to use reasonable efforts in meeting all the timelines provided for in the Tariff In the event the distribution provider is not able to meet a particular timeline set forth in Section F the distribution provider must notify the applicant as soon as practicable and provide an estimated completion date with an explanation of the reasons why additional time is needed Any applicant dissatisfied with the reasonable efforts of the distribution provider may use informal dispute resolution procedures set forth in th
327. on Financial Security as set forth in Sections F 4 c and F 4 d based on the cost responsibility for Network Upgrades Distribution Upgrades and Distribution Provider s Interconnection Facilities set forth in the final Interconnection Facilities Study or the final Interconnection System Impact Study if the Interconnection Facilities Study is waived in accordance with Section F 3 d vii 49 Revised Rule 21 Tariff e Generator Interconnection Agreement i Tender Within thirty 30 Calendar Days after the later of i Distribution Provider provides the final Interconnection Facilities Study report or final Interconnection System Impact Study report if the Interconnection Facilities Study is waived to Applicant or ii the Interconnection Facilities Study results meeting Distribution Provider shall tender a draft Generator Interconnection Agreement together with draft appendices Applicant shall provide written comments or notification of no comments to the draft appendices within thirty 30 Calendar Days ii Negotiation Notwithstanding Section F 3 e i at the request of Applicant Distribution Provider shall begin negotiations with Applicant concerning the appendices to the Generator Interconnection Agreement at any time after Distribution Provider provides Applicant with the final Interconnection Facilities Study report or final Interconnection System Impact Study report if the Interconnection Facilities Study is waived Distribut
328. on Request shall be submitted digitally with attachments by email to WWW gen e com or by mail to Generator Interconnection Services Pacific Gas and Electric Company P O Box 770000 San Francisco CA 94177 Overnight address 245 Market Street Mail Code N7L San Francisco CA 94105 7 Representative of Applicant to contact Page 3 of 13 To be completed by Applicant Name Title Company Name Street Address City State Zip Code Phone Number Fax Number Email Address Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST 8 If the Applicant also requires new Distribution Service the Distribution Provider will coordinate these efforts with this application The Applicant must also complete a PG amp E Application for Service Additional fees may be required if a service or line extension is required in accordance with PG amp E Electric Rules 15 and 16 Please contact PG amp E s Building and Renovation Services Center BRSC 1 800 743 7782 to initiate the application for the new Distribution Service Additional information will be required in conjunction with an application for new Distribution Service 9 Applicant should be aware that if Applicant has not yet received Rul 21 Screen Q results from PG amp E by March 15 following submittal of this IR Applicant will need to submit if Applicant voluntarily choo
329. on System Impact Study if the Interconnection Facilities Study is waived Distribution Provider shall remit to Applicant the excess amount Withdrawal of an Interconnection Request or termination of a Generator Interconnection Agreement shall result in the release to Applicant of any Interconnection Financial Security posted by Applicant for Distribution Provider s Interconnection Facilities and Distribution Upgrades except with respect to any amounts necessary to pay for costs incurred or irrevocably committed by Distribution Provider on behalf of Applicant for Distribution Provider s Interconnection Facilities and Distribution Upgrades and for which Distribution Provider has not been reimbursed i Conditions for Partial Recovery of Interconnection Financial Security Upon Withdrawal of Interconnection Request or Termination of Generator Interconnection Agreement A portion of the Interconnection Financial Security shall be released to Applicant consistent with Section F 4 e ii if the withdrawal of the Interconnection Request or termination of the Generator Interconnection Agreement occurs for any of the following reasons 1 Failure to Secure a Power Purchase Agreement At the time of withdrawal of the Interconnection Request or termination of the Generator Interconnection Agreement Applicant demonstrates to Distribution Provider that it has failed to secure an acceptable power purchase agreement for the Energy or 55 Revised Rule
330. on and may be a Party to the Agreement to the extent necessary Distribution Provider The public utility or its designated agent that owns controls or operates transmission or distribution facilities used for the transmission of electricity and provides distribution service to the Interconnection Customer The term Distribution Provider should be read to include the Distribution Owner when the Distribution Owner is separate from the Distribution Provider Distribution System Those non CAISO transmission and distribution facilities owned controlled and operated by the Distribution Provider that are used to provide distribution service 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 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 Generating Facility Distribution Upgrades do not include Interconnection Facilities Fast Track Process The interconnection study process set forth in Section F 2 of Rule 21 Generating Facility The Interconnection Customer s device for the production or storage of electricity i
331. on to facilitate interconnection of the Generating Facility Distribution Upgrades do not include Interconnection Facilities Fast Track Process The interconnection study process set forth in Section F 2 of Rule 21 Generating Facility The Interconnection Customer s device for the production or storage of electricity identified in Attachment 2 of the Agreement but shall not include the Interconnection Customer s Interconnection Facilities Good Utility Practice Any of the practices methods and acts engaged in or approved by a significant portion of the electric industry during the relevant time period or any of the practices methods and acts which in the exercise of reasonable judgment in light of the facts known at the time the decision was made could have been expected to accomplish the desired result at a reasonable cost consistent with good business practices reliability safety and expedition Good Utility Practice is not intended to be limited to the optimum practice method or act to the exclusion of all others but rather to be acceptable practices methods or acts generally accepted in the region Governmental Authority Any federal state local or other governmental regulatory or administrative agency court commission department board or other governmental subdivision legislature rulemaking board tribunal or other governmental authority having jurisdiction over the Parties their respective facilities or the respec
332. onnection Customer the Distribution Provider or any Affiliate thereof Interconnection Customer Any entity including the Distribution Provider Distribution Owner or any of the affiliates or subsidiaries of either that proposes to interconnect its Generating Facility with the Distribution Provider s Distribution System The definition of Interconnection Customer in this Agreement is intended to be identical to and used interchangeably with the definition of Producer in Rule 21 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 Generating Facility and the Point of Interconnection including any modification additions or upgrades that are necessary to physically and electrically interconnect the Generating Facility to the Distribution Provider s Distribution System Interconnection Facilities are sole use facilities and shall not include Distribution Upgrades or Network Upgrades Interconnection Handbook A handbook developed by the Distribution Provider and posted on the Distribution Provider s website or otherwise made available by the Distribution Provider describing the technical and operational requirements for wholesale generators and loads connected to the Distribution System as such handbook may be modified or superseded from time to time
333. ons Each Party expressly reserves the right to seek changes in appeal or otherwise contest any laws orders or regulations of a Governmental Authority Amendment The Parties may amend this Agreement by a written instrument duly executed by both Parties No Third Party Beneficiaries This Agreement is not intended to and does not create rights remedies or benefits of any character whatsoever in favor of any persons corporations associations or entities other than the Parties and the obligations herein assumed are solely for the use and benefit of the Parties their successors in interest and where permitted their assigns Waiver 12 4 1 The failure of a Party to this Agreement to insist on any occasion upon strict performance of any provision of this Agreement will not be considered a waiver of any obligation right or duty of or imposed upon such Party 12 4 2 Any waiver at any time by either Party of its rights with respect to this Agreement shall not be deemed a continuing waiver or a waiver with respect to any other failure to comply with any other obligation right duty of this Agreement Termination or default of this Agreement for any reason by Interconnection Customer shall not constitute a waiver of the Interconnection Customer s legal rights to obtain an interconnection from the Distribution Provider Any waiver of this Agreement shall if requested be provided in writing Entire Agreement This Agreement including
334. ope Confidential Information shall include without limitation confidential proprietary or trade secret information relating to the present or planned business of Applicant Customer Producer or Distribution Provider individually referred to in Section D 7 as Party or collectively as Parties including all information relating to a Party s technology research and development business affairs and pricing Distribution Provider shall not use the information contained in the Interconnection Request to propose discounted tariffs to the Customer unless authorized to do so by the Customer or the information is provided to Distribution Provider by the Customer through other means 20 Revised Rule 21 Tariff Information is Confidential Information only if it is clearly designated or marked in writing as confidential on the face of the document including electronic materials or if the information is conveyed orally or by inspection if the Party providing the information orally informs the Party receiving the information that the information is confidential For purposes of this Rule all design operating specifications and metering data provided by Applicant shall be deemed Confidential Information regardless of whether it is clearly marked or otherwise designated as such except as provided in section D 7 b below If requested by either Party the other Party shall provide in writing the basis for asserting that the information referred
335. ority Business Day Monday through Friday excluding Federal and State Holidays Default The failure of a breaching Party to cure its breach under the Agreement Distribution Owner The entity that owns leases or otherwise possesses an interest in the portion of the Distribution System at the Point of Interconnection and may be a Party to the Agreement to the extent necessary Distribution Provider The public utility or its designated agent that owns controls or operates transmission or distribution facilities used for the transmission of electricity and provides distribution service to the Interconnection Customer The term Distribution Provider should be read to include the Distribution Owner when the Distribution Owner is separate from the Distribution Provider Distribution System Those non CAISO transmission and distribution facilities owned controlled and operated by the Distribution Provider that are used to provide distribution service 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 Distribution Upgrades The additions modifications and upgrades to the Distribution Provider s Distribution System at or beyond the Point of Interconnecti
336. ormal basis The Ombudsman shall not be a member of the IOU s distribution system interconnection division The IOUs shall make the identity role and contact information of the ombudsman available on their individual websites 5 The Commission should direct the Consumer Affairs Branch to be specifically trained to handle disputes regarding missed timelines as set out in the Revised Rule 21 Tariff 6 The Commission should direct that the Administrative Law Judge Division s Alternative Dispute Resolution program ADR commence hearing a Revised Rule 21 Tariff timeline dispute within ten 10 business days of a request for ADR 7 Commission Staff has committed to monitoring and reporting on the utilization and effectiveness of the dispute processes set out in Sections II G 5 6 above H Cost Certainty The IOUs and the Settling Parties agree that the Commission should take into consideration in Phase 2 that resolving the issue of cost certainty is a high priority and that the key issues are 1 the variability of potential costs and 2 the potentially lengthy time frame before final costs are known including the fact that the Revised Rule 21 Tariff allows the developer to execute an interconnection agreement and get interconnected before receiving a final cost estimate I Ongoing Updates Nothing in this Settlement Agreement should be construed to prohibit the IOUs from making updates to their Revised Rule 21 Tariffs and Standardize
337. oss Rating greater than 30 kVA set points shall be field adjustable and different voltage set points and trip times from those in Table H 2 may be negotiated with Distribution Provider 2 Unless otherwise required by Distribution Provider a trip frequency of 59 3 Hz and a maximum trip time of 10 cycles shall be used 3 When a 10 cycle Maximum trip time is used a second under frequency trip setting is not required g Harmonics When the Generating Facility is serving balanced linear loads harmonic current injection into Distribution Provider s Distribution or Transmission System at the PCC shall not exceed the limits stated in Table H 3 The harmonic current injections shall be exclusive of any harmonic currents due to harmonic voltage distortion present in Distribution Provider s Distribution or Transmission System without the Generating Facility connected IEEE 1547 4 3 3 The harmonic distortion of a Generating Facility shall be evaluated using the same criteria as for the Host Loads 80 Revised Rule 21 Tariff Table H 3 Maximum harmonic current distortion in percent of current 1 1 2 Individual harmonic order h Total demand odd harmonics 3 h lt 11 11 lt h lt 17 17 lt h lt 23 23 lt h lt 35 35 lt h distortion Max Distortion 4 0 2 0 1 5 0 6 0 3 5 0 1 IEEE1547 4 3 3 2 the greater of the maximum Host Load current average demand over 15 or 30 minutes without the GF or the GF rate
338. others but rather to be acceptable practices methods or acts generally accepted in the region Governmental Authority Any federal state local or other governmental regulatory or administrative agency court commission department board or other governmental subdivision legislature rulemaking board tribunal or other governmental authority having jurisdiction over the Parties their respective facilities or the respective services they provide and exercising or entitled to exercise any administrative executive police or taxing authority or power provided however that such term does not include Interconnection Customer Distribution Provider or any Affiliate thereof Gross Rating Gross Nameplate Rating Gross Capacity or Gross Nameplate Capacity The total gross generating capacity of a Generator or Generating Facility as designated by the manufacturer s of the Generator s Host Load The electrical power less the Generator auxiliary load consumed by the Customer to which the Generating Facility is connected Independent Study Process The interconnection study process set forth in Section F 3 d Independent Study Process Study Agreement The agreement entered into by the Interconnection Customer and Distribution Provider which sets forth the Parties agreement to perform Interconnection Studies under the Independent Study Process Initial Review See Section F 2 a In rush Current The current determined by the In rush
339. otherwise is responsible for these costs under this GIA The termination of this Agreement shall not relieve either Party of its liabilities and obligations owed or continuing at the time of the termination 3 4 3 3 6 Sedat This provisions of this article shall survive termination or expiration of this Agreement If the Generating Facility no longer falls within the scope and description provided in Section 1 1 of this Agreement this Agreement is terminated Temporary Disconnection Temporary disconnection shall continue only for so long as reasonably necessary under Good Utility Practice 3 4 1 3 4 2 3 4 3 Emergency Conditions Emergency Condition shall mean a condition or situation 1 that in the judgment of the Party making the claim is imminently likely to endanger life or property or 2 that in the case of the Distribution Provider is imminently likely as determined in a non discriminatory manner to cause a material adverse effect on the security of or damage to the Distribution System the Distribution Provider s Interconnection Facilities or any Affected Systems s or 3 that in the case of the Interconnection Customer is imminently likely as determined in a non discriminatory manner to cause a material adverse effect on the security of or damage to the Generating Facility or the Interconnection Customer s Interconnection Facilities Under Emergency Conditions the Distribution Provider may imme
340. otification The Parties further agree to notify each other whenever an accident or incident occurs resulting in any injuries or damages that are included within the scope of coverage of such insurance whether or not such coverage is sought Article 9 Confidentiality 9 1 Definition of Confidential Information The confidentiality provisions applicable to this Agreement are set forth in Section D 7 Confidentiality of Rule 21 and in the following provisions included in this Article 9 1 1 Release of Confidential Information Neither Party shall release or disclose Confidential Information to any other person employees consultants or to parties who may be or considering providing financing to or equity participation with Interconnection Customer or to potential purchasers or assignees of Interconnection Customer on a need to know basis in connection with these procedures unless such person has first been advised of the confidentiality provisions of this Article and has agreed to comply Page 16 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process with such provisions Notwithstanding the foregoing a Party providing Confidential Information to any person shall remain primarily responsible for any release of Confidential Information in contravention of this Article 9 1 2 Rights
341. ounts advanced for Network Upgrades not previously repaid however full reimbursement shall not extend beyond twenty 20 years from the commercial operation date S212 If the Generating Facility fails to achieve commercial operation but it or another generating facility is later constructed and requires use of the Network Upgrades the Distribution Provider and Affected System operator shall at that time reimburse the Interconnection Customer for the amounts advanced for the Network Upgrades if the Interconnection Customer is entitled to a cash repayment pursuant to Article 5 2 1 Before any such reimbursement can occur the Interconnection Customer or the entity that ultimately constructs the generating facility if different is responsible for identifying the entity to which reimbursement must be made Intentionally Omitted Rights Under Other Agreements Notwithstanding any other provision of this Agreement nothing herein shall be construed as relinquishing or foreclosing any rights including but not limited to firm transmission rights capacity rights transmission congestion rights or transmission credits that the Interconnection Customer shall be entitled to now or in the future under any other agreement or tariff as a result of or otherwise associated with the transmission capacity if any created by the Network Upgrades including the right to obtain cash reimbursements or transmission credits for transmission service that is no
342. ovided for herein the non defaulting Party shall have the right to terminate this Agreement by written notice at any time until cure occurs and be relieved of any further obligation hereunder and whether or not that Party terminates this Agreement to recover from the defaulting Party all amounts due hereunder plus all other damages and remedies to which it is entitled at law or in equity The provisions of this article will survive termination of this Agreement Article 8 Insurance 8 1 8 2 8 3 General Liability and Additional Insurance The Interconnection Customer shall at its own expense maintain in force general liability insurance without any exclusion for liabilities related to the interconnection undertaken pursuant to this Agreement The amount of such insurance shall be sufficient to insure against all reasonably foreseeable direct liabilities given the size and nature of the generating equipment being interconnected the interconnection itself and the characteristics of the system to which the interconnection is made The Interconnection Customer shall obtain additional insurance only if necessary as a function of owning and operating a generating facility Such insurance shall be obtained from an insurance provider authorized to do business in California Certification that such insurance is in effect shall be provided upon request of the Distribution Provider except that the Interconnection Customer shall show proof of ins
343. ovider and the Interconnection Customer agree the Interconnection Customer may construct Network Upgrades that are located on land owned by the Interconnection Customer Unless the Distribution Provider elects to pay for Network Upgrades the actual cost of the Network Upgrades including overheads shall be borne by the Interconnection Customer unless Section 5 2 1 directs otherwise 5 2 1 Repayment of Amounts Advanced for Network Upgrades To the extent that the CAISO Tariff currently Section 12 3 2 of Appendix Y provides for cash repayment to interconnection customers for contribution to the cost of Network Upgrades the Interconnection Customer shall be entitled to a cash repayment equal to the total amount paid to the Distribution Provider and Affected System operator if any for Network Upgrades including any tax gross up or other tax related payments associated with the Network Upgrades and not otherwise refunded to the Interconnection Customer to be paid to the Interconnection Customer on a dollar for dollar basis for the non usage sensitive portion of transmission charges as payments are made under the Distribution Provider s Tariff and Affected System s Tariff for transmission services with 5 3 5 4 respect to the Generating Facility Any repayment shall include interest calculated in accordance with the methodology set forth in FERC s regulations at 18 C F R 35 19a a 2 ii1 from the date of any payment for Network Upgra
344. ower factor reactive power G Please provide the overall plant reactive power control strategy 10 Load Flow and Dynamic Models Upon Distribution Provider request the following information will be required The WECC Data Preparation Manual for Power Flow Base Cases and Dynamic Stability Data has established power flow and dynamic modeling requirements for generation projects in WECC base cases In general if the aggregate sum of generation on a bus exceeds 10 MVA it should not be netted Furthermore the total netted generation in an area should not exceed five percent of the area s total generation Based on current WECC modeling requirements the following information will be required for all generation projects whose net capacity is greater than 10 MVA The following information may also be required for generation projects less than 10 MVA on a case by case basis based on the amount of generation in the area of the requested Point of Interconnection A Provide load flow model for the generating plant and its interconnection facilities in GE PSLF epc format including new buses generators transformers interconnection facilities An equivalent model is required for the plant with generation collector systems This data should reflect the technical data provided in this Attachment A B For each generator governor exciter power system stabilizer WTG or inverter based generator select the appropriate dynamic models from
345. parately making all necessary arrangements including scheduling for delivery of electricity Limitations Nothing in this Agreement is intended to affect any other agreement between the Distribution Provider and the Interconnection Customer Responsibilities of the Parties 1 5 1 The Parties shall perform all obligations of this Agreement in accordance with all Applicable Laws and Regulations Operating Requirements and Good Utility Practice 1 5 2 The Interconnection Customer shall construct interconnect operate and maintain its Generating Facility and construct operate and maintain its Interconnection Facilities in accordance with the applicable manufacturer s recommended maintenance schedule and in accordance with this Agreement and with Good Utility Practice 1 5 3 The Distribution Provider shall construct operate and maintain its Distribution System Transmission System Interconnection Facilities Distribution Upgrades and Network Upgrades in accordance with this Agreement and with Good Utility Practice 1 5 4 The Interconnection Customer agrees to construct its facilities or systems in 1 6 1 7 accordance with applicable specifications that meet or exceed those provided by the National Electrical Safety Code the American National Standards Institute IEEE Underwriter s Laboratory and Operating Requirements in effect at the time of construction and other applicable national and state codes and standards The In
346. plete this section for each machine independent of the turbine type 1 Turbine manufacturer 2 Maximum turbine power output MW 3 Minimum turbine power output while on line MW 4 Governor information a Droop setting speed regulation b Is the governor mechanical hydraulic or electro hydraulic Electro hydraulic governors have an electronic speed sensor and transducer c Other comments regarding the turbine governor system 3E Short Circuit Duty Information For each generator provide the following reactances expressed in p u on the generator base e Xd Direct Axis Synchronous Reactance p u e X d Direct Axis Transient Reactance p u e Xd Direct Axis Subtransient Reactance p u e X Positive Sequence Reactance p u e X2 Negative Sequence Reactance p u e X0 Zero Sequence Reactance p u e R Positive Sequence Resistance p u e R 2 Negative Sequence Resistance p u Ro Zero Sequence Resistance p u Page 8 Generator Grounding select one for each model A Solidly grounded B Grounded through an impedance Impedance value in p u on generator base R p u Xx p u C Ungrounded Induction Generator Information Please repeat the following for each generator A S22 nS eorroce Motoring Power kW Lt or K Heating Time Constant Rotor Resistance Rr Stator Resistance Rs Stator Reactance Xs Rotor Reactance Xr Magnetizin
347. pt in cases of gross negligence or intentional wrongdoing by the indemnified Party 7 3 3 Ifan indemnified person is entitled to indemnification under this article as a result of a claim by a third party and the indemnifying Party fails after notice and reasonable opportunity to proceed under this article to assume the defense of such claim such indemnified person may at the expense of the indemnifying Party contest settle or consent to the entry of any judgment with respect to or pay in full such claim 7 3 4 Ifan indemnifying party is obligated to indemnify and hold any indemnified person harmless under this article the amount owing to the indemnified person shall be the amount of such indemnified person s actual loss net of any insurance or other recovery 7 3 5 Promptly after receipt by an indemnified person of any claim or notice of the commencement of any action or administrative or legal proceeding or investigation as to which the indemnity provided for in this article may apply the indemnified person shall notify the indemnifying party of such fact Any failure of or delay in such notification shall not affect a Party s indemnification obligation unless such failure or delay is materially prejudicial to the indemnifying party Consequential Damages Other than as expressly provided for in this Agreement neither Party shall be liable under any provision of this Agreement for any losses damages costs or expenses for any spec
348. pt interconnection service or curtail the output of the Generating Facility and temporarily disconnect the Generating Facility from the Distribution Provider s Distribution System when necessary for routine maintenance construction and repairs on the Distribution Provider s Distribution System and or Transmission System The Distribution Provider shall provide the Interconnection Customer with five Business Days notice prior to such interruption The Distribution Provider shall use Reasonable Efforts to coordinate such reduction or temporary disconnection with the Interconnection Customer 3 4 3 Forced Outages During any forced outage the Distribution Provider may suspend interconnection service to effect immediate repairs on the Distribution Provider s Distribution System and or Transmission System The Distribution Provider shall use Reasonable Efforts to provide the Interconnection Customer with prior notice If prior notice is not given the Distribution Provider shall upon request provide the Interconnection Customer written documentation after the fact explaining the circumstances of the disconnection 3 4 4 Adverse Operating Effects The Distribution Provider shall notify the Interconnection Customer as soon as practicable if based on Good Utility Practice operation of the Generating Facility may cause disruption or deterioration of service to other customers served from the same electric system or if operating the Generating Facili
349. quests requesting Interconnection pursuant to PUC sections 2827 2827 8 or 2827 10 per Commission Decision D 02 03 057 and for solar powered Generating Facilities that do not sell power to Distribution Provider per Commission Decision D 01 07 027 b Optional Initial Review Results Meeting Within five 5 Business Days of Applicant s request for an Initial Review results meeting Distribution Provider shall contact Applicant and offer to convene a meeting at a mutually acceptable time to review the Initial Review screen analysis and related results to determine what modifications if any may permit the Generating Facility to be connected safely and reliably without Supplemental Review If modifications that obviate the need for Supplemental Review are identified and Applicant and Distribution Provider agree to such modifications Distribution Provider shall provide Applicant with a Generator Interconnection Agreement within fifteen 15 Business Days of the Initial Review results meeting if no Interconnection Facilities or Distribution Upgrades are required If Interconnection Facilities or Distribution Upgrades are required Distribution Provider shall provide Applicant with a non binding cost estimate of any Interconnection Facilities or Distribution Upgrades within fifteen 15 Business Days of the Initial Review results meeting For all Interconnection Requests that pass Initial Review refer to Section F 2 e for cost responsibility and ti
350. r s Interconnection Facilities or Distribution Upgrades Applicant shall modify this instrument so that it equals one hundred percent 100 of the total cost responsibility assigned to Applicant for Distribution Provider s Interconnection Facilities in the final Interconnection Facilities Study or the final Interconnection System Impact Study if the Interconnection Facilities Study is waived 54 Revised Rule 21 Tariff The failure by an Applicant to timely post the Interconnection Financial Security required by this Section F 4 d shall constitute grounds for termination of the Generator Interconnection Agreement e General Effect of Withdrawal of Interconnection Request or Termination of the Generator Interconnection Agreement on Interconnection Financial Security Except as set forth in Section F 4 e i withdrawal of an Interconnection Request or termination of a Generator Interconnection Agreement shall allow Distribution Provider to liquidate the Interconnection Financial Security or balance thereof posted by Applicant for Network Upgrades at the time of withdrawal To the extent the amount of the liquidated Interconnection Financial Security plus capital if any separately provided by Applicant to satisfy its obligation to finance Network Upgrades in accordance with Section E 4 exceeds the total cost responsibility for Network Upgrades assigned to Applicant by the final Interconnection Facilities Study or the final Interconnecti
351. r arising from any act or omission in its performance of this Agreement shall be limited to the amount of direct damage actually incurred In no event shall either Party be liable to the other Party for any indirect special consequential or punitive damages except as authorized by this Agreement Indemnity 7 3 1 This provision protects each Party from liability incurred to third parties as a result of carrying out the provisions of this Agreement Liability under this provision is exempt from the general limitations on liability found in article 7 2 7 3 2 The Parties shall at all times indemnify defend and hold the other Party harmless from any and all damages losses claims including claims and actions relating to injury to or death of any person or damage to property demand suits recoveries costs and expenses court costs attorney fees and all other obligations by or to third parties arising out of or resulting from the other Party s action or failure to meet its obligations under this Agreement on behalf of the indemnifying Party except in cases of gross negligence or intentional wrongdoing by the indemnified Party 7 3 3 If an indemnified person is entitled to indemnification under this article as a result of a claim by a third party and the indemnifying Party fails after notice and reasonable opportunity to proceed under this article to assume the defense of such claim such indemnified person may at the expense of the
352. r as it deems appropriate to perform its obligations under this Agreement provided however that each Party shall require its subcontractors to comply with all applicable terms and conditions of this Agreement in providing such services and each Party shall remain primarily liable to the other Party for the performance of such subcontractor 12 11 1 The creation of any subcontract relationship shall not relieve the hiring Party of any of its obligations under this Agreement The hiring Party shall be fully 19 12 12 12 13 responsible to the other Party for the acts or omissions of any subcontractor the hiring Party hires as if no subcontract had been made provided however that in no event shall the Distribution Provider be liable for the actions or inactions of the Interconnection Customer or its subcontractors with respect to obligations of the Interconnection Customer under this Agreement Any applicable obligation imposed by this Agreement upon the hiring Party shall be equally binding upon and shall be construed as having application to any subcontractor of such Party 12 11 2 The obligations under this article will not be limited in any way by any limitation of subcontractor s insurance CPUC Modification Unless otherwise ordered by the CPUC this Agreement at all times shall be subject to such modifications as the CPUC may direct from time to time in the exercise of its jurisdiction Review of Records and Data
353. r each investor owned utility IOU Interconnection Agreements and interconnection request forms for each IOU Interconnection Requests the latter two shall be referred to in this Motion as Standardized Forms This Motion for Approval of Settlement Agreement Revising Distribution Level Interconnection Rules and Regulations Motion provides a statement of the factual and legal considerations that are addressed in the Settlement Agreement The Joint Settlement Parties believe the Settlement Agreement represents a balance of the parties interests that is reasonable in light of the whole record consistent with law and in the public interest The settlement parties include Pacific Gas and Electric Company PG amp E San Diego Gas amp Electric Company SDG amp E and Southern California Edison Company SCE jointly the IOUs as well as Aloha Systems Incorporated California Farm Bureau Federation Center For Energy Efficiency And Renewable Technologies Clean Coalition Interstate Renewable Energy Council Inc Sierra Club Solar Energy Industries Association SunEdison Sunlight Partners Sustainable Conservation and The Vote Solar Initiative collectively Joint Settlement Parties The Settlement Agreement is attached to this Motion MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 1 Electric Rule 21 Rule 21 has successfully facilitated the interconnection of tens of thousands of net energy metered NEM and non exporting generat
354. r of such Party 12 11 2 The obligations under this article will not be limited in any way by any limitation of subcontractor s insurance 12 12 CPUC Modification Unless otherwise ordered by the CPUC this Agreement at all times shall be subject to such modifications as the CPUC may direct from time to time in the exercise of its jurisdiction 12 13 Review of Records and Data 12 13 1 The Distribution Provider shall have the right to review and obtain copies of Interconnection Customer s operations and maintenance records logs or other information such as unit availability maintenance outages circuit breaker operation requiring manual reset relay targets and unusual events pertaining to Interconnection Customer s Generating Facility or its interconnection with Distribution Provider s Distribution System 12 13 2 The Interconnection Customer authorizes the Distribution Provider to release to the California Energy Commission CEC the CAISO and or the CPUC information regarding the Generating Facility including the Interconnection Customer s name and location and the size location and operational characteristics of the Generating Facility as requested from time to time pursuant to the CEC s CAISO s or CPUC s rules and regulations Article 13 Notices 13 1 General Unless otherwise provided in this Agreement any written notice demand or request required or authorized in connection with this Agreement
355. r the desired power flow pickup level of 5 of peak load minimum pickup setting Apply rated voltage and current at 0 zero degrees phase angle in the direction of normal load current Decrease the current to pickup level Observe the relay s LCD or computer display indication of power values Note the indicated power level at which the relay trips The power indication should be within 2 of the expected power For relays with adjustable settings repeat the test at the midpoint and maximum settings Repeat at phase angles of 90 180 and 270 degrees and verify that the relay operates measured watts will be zero or negative Step 2 Leading Power Factor Test Using the pickup current setting determined in Step 1 apply rated voltage and rated leading power factor load current in the normal load direction current leading voltage by 45 degrees Decrease the current to 145 of the pickup level determined in Step 1 and verify that the relay does not operate For relays with adjustable settings repeat the test at the minimum midpoint and maximum settings Step 3 Minimum Power Factor Test 99 Revised Rule 21 Tariff At nominal voltage and with the minimum pickup or ranges determined in Step 1 adjust the current phase angle to 84 or 276 degrees Decrease the current level to pickup about 10 of the value at 0 degrees and verify that the relay operates Repeat for phase angles 90 180 and 270 degrees and verify that the relay operate
356. rack eligibility However these Applicants will be required to complete Supplemental Review and should pre pay for Supplemental Review at the time the Interconnection Request is submitted ii Detailed Study Eligibility Generating Facilities that are not eligible for Fast Track evaluation must apply for Detailed Study An Applicant may also choose to apply directly for Detailed Studies Detailed Study shall require either i an Independent Study Process ii a Distribution Group Study Process or iii a Transmission Cluster Study Process The specific study process used will depend on the results of the Electrical Independence Tests for the Transmission and Distribution Systems iii Request for Deliverability Assessment Unless specified otherwise in the Interconnection Request Generating Facilities eligible to be studied under the Fast Track Process Independent Study Process or Distribution Group Study Process will be assumed to have selected Energy Only Deliverability Status Nothing herein will prohibit an Applicant from seeking a deliverability assessment in accordance with the WDAT Applicants studied under the Transmission Cluster Study Process may seek a deliverability assessment in accordance with the applicable provisions of the WDAT 26 Revised Rule 21 Tariff C Applicant Completes an Interconnection Request All Applicants shall submit a complete and valid Interconnection Request When applicable per Table E 1 a nonre
357. ral law statute or regulation which applies to the design siting construction installation operation or any other aspect of Producer s Generating Facility and Interconnection Facilities Design Reviews and Inspections Distribution Provider shall have the right to review the design of a Producer s Generating and Interconnection Facilities and to inspect a Producer s Generating and or Interconnection Facilities prior to the commencement of Parallel Operation with Distribution Provider s Distribution or Transmission System Distribution Provider may require a Producer to make modifications as necessary to comply with the requirements of this Rule Distribution Provider s review and authorization for Parallel Operation shall not be construed as confirming or endorsing Producer s design or as warranting the Generating Facilities and or Interconnection Facilities safety durability or reliability Distribution Provider shall not by reason of such review or lack of review be responsible for the strength adequacy or capacity of such equipment Right to Access A Producer s Generating Facility and or Interconnection Facilities shall be reasonably accessible to Distribution Provider personnel as necessary for Distribution Provider to perform its duties and exercise its rights under its tariffs approved by the Commission and under any Generator Interconnection Agreement between Distribution Provider and Producer Confidentiality a Sc
358. rary disconnection with the Interconnection Customer Forced Outages During any forced outage the Distribution Provider may suspend interconnection 3 4 4 3 4 5 3 4 6 service to effect immediate repairs on the Distribution Provider s Distribution System and or Transmission System The Distribution Provider shall use Reasonable Efforts to provide the Interconnection Customer with prior notice If prior notice is not given the Distribution Provider shall upon request provide the Interconnection Customer written documentation after the fact explaining the circumstances of the disconnection Adverse Operating Effects The Distribution Provider shall notify the Interconnection Customer as soon as practicable if based on Good Utility Practice operation of the Generating Facility may cause disruption or deterioration of service to other customers served from the same electric system or if operating the Generating Facility could cause damage to the Distribution Provider s Distribution System or Affected Systems Supporting documentation used to reach the decision to disconnect shall be provided to the Interconnection Customer upon request If after notice the Interconnection Customer fails to remedy the adverse operating effect within a reasonable time the Distribution Provider may disconnect the Generating Facility The Distribution Provider shall provide the Interconnection Customer with five Business Day notice of such disconnection
359. rating Facility Design and al OIR at 4 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 11 Operating Requirements Section I Third Party Installations Reservation of Unused Facilities and Refund of Salvage Value Section J Metering Monitoring and Telemetering Section K Dispute Resolution Process Section L Certification and Testing Criteria numerous definitions in Section C Definitions and Subsections 1 6 and 8 9 in Section D General Rules Rights and Obligations are unmodified from existing Rule 21 except for changes conforming to other revisions to in the Revised Tariff Appendix III of this Motion provides a more specific discussion of the provisions that are maintained from the existing tariff These provisions incorporate into the Revised Tariff California s considerable interconnection experience which has successfully balanced the divergent interests of distribution providers and interconnection applicants for a number of years 2 Provisions Based on the WDAT and SGIP The Revised Tariff incorporates to the extent possible a number of provisions from the IOUs FERC jurisdictional WDATs and the FERC SGIP to promote compatibility between federal and state interconnection processes The result is a Revised Tariff that better aligns Rule 21 with other interconnection procedures in California and builds upon utility experience in interconnecting distribution level generating facilities The WDATSs are also the IO
360. rating facilities in which interconnection applicants and distribution providers can preview the requirements procedures and milestones to which they will be obligated The intent of the Interconnection Agreements is to provide a standardized form Interconnection Agreement with appendices that may be tailored to the applicant s individual requirements and to provide an accessible document that will reduce disputes and the time consumed in negotiations resolving them ultimately making interconnection more predictable and timely The table of contents thirteen articles and six attachments in the Interconnection Agreements mirror those in the IOU WDATs Small Generator Interconnection Agreement SGIA The articles and attachments are as follows Table of Contents Article 1 Scope and Limitations of Agreement Article 2 Inspection Testing Authorization and Right of Access Article 3 Effective Date Term Termination and Disconnection Article 4 Cost Responsibility for Interconnection Facilities and Distribution Upgrades Article 5 Cost Responsibility for Network Upgrades Article 6 Billing Payment Milestones and Financial Security See e g Pacific Gas amp Electric Company Wholesale Distribution Tariff Attachment F SUMMARY OF THE PROPOSED INTERCONNECTION AGREEMENTS Page B 1 Article 7 Article 8 Article 9 Article 10 Article 11 Article 12 Article 13 Article 14 Attachment 1 Attachment 2 Attachm
361. rcial Operation Commercial Operation Date The date on which a Generator at a Generating Facility commences Commercial Operation as agreed to by the Parties Commission The Public Utilities Commission of the State of California Commissioning Test A test performed during the commissioning of all or part of a Generating Facility to achieve one or more of the following Verify specific aspects of its performance Calibrate its instrumentation Establish instrument or Protective Function set points Confidential Information See Section D 7 Conservation Voltage Regulation CVR The CVR program that the Commission directed Distribution Providers to implement as applicable to the operation and design of distribution circuits and related service voltages Construction Activities Actions by Distribution Provider that result in irrevocable financial commitments for the purchase of major electrical equipment or land for Distribution Provider s Interconnection Facilities Distribution Upgrades or Network Upgrades assigned to the Interconnection Customer that occur after receipt of all 10 Revised Rule 21 Tariff appropriate governmental approvals needed for Distribution Provider s Interconnection Facilities Distribution Upgrades or Network Upgrades Control Area As defined in the CAISO Tariff Customer The entity that receives or is entitled to receive Distribution Service through Distribution Provider s Distribution System
362. rconnection Customer s previous aggregate payments exceed its cost responsibility under this Agreement the Distribution Provider shall refund to the Interconnection Customer an amount equal to the difference within 30 calendar days of the final accounting report Milestones The Parties shall agree on milestones for which each Party is responsible and list them in Attachment 4 of this Agreement A Party s obligations under this provision may be extended by agreement Ifa Party anticipates that it will be unable to meet a milestone for any reason other than a Uncontrollable Force Event it shall immediately notify the other Party of the reason s for not meeting the milestone and 1 propose the earliest reasonable alternate date by which it can attain this and future milestones and 2 requesting appropriate amendments to Attachment 4 The Party affected by the failure to meet a milestone shall not unreasonably withhold agreement to such an amendment unless it will suffer significant uncompensated economic or operational harm from the delay 2 attainment of the same milestone has previously been delayed or 3 it has reason to believe that the delay in meeting the milestone is intentional or unwarranted notwithstanding the circumstances explained by the Party proposing the amendment Financial Security Arrangements At least 20 Business Days prior to the commencement of the design procurement installation or construction of a discrete portion o
363. rconnection Facilities Study report or final Interconnection System Impact Study report if the Interconnection Facilities Study is waived and the commencement of Construction Activities for either Network Upgrades or Distribution Provider s Interconnection Facilities or Distribution Upgrades Applicant withdraws the Interconnection Request or terminates the Generator Interconnection Agreement as applicable in accordance with Section F 4 e i Distribution Provider shall liquidate the Interconnection Financial Security for Network Upgrades under Section F 4 c and reimburse Applicant in an amount of i any posted amounts less fifty percent 50 of the value of the posted Interconnection Financial Security for Network Upgrades with a maximum of 20 000 per requested and approved MW value of the Generating Facility Capacity at the time of withdrawal being retained by Distribution Provider or ii if the Interconnection Financial Security has been drawn down to finance Pre Construction Activities for Network Upgrades on behalf of Applicant the lesser of the remaining balance of the Interconnection Financial Security or the amount calculated under i above If Applicant has separately provided capital apart from the 57 Revised Rule 21 Tariff Interconnection Financial Security to finance Pre Construction Activities for Network Upgrades Distribution Provider will credit the capital provided as if drawn from the Interconnection Financial Secu
364. rconnection Request is for check only one E A proposed new Generating Facility C An increase in the generating capacity or a Material Modification of an existing Generating Facility J Applicant provides the following information a Address or location including the county of the proposed new Generating Facility site to the extent known or in the case of an existing Generating Facility the name and specific location including the county of the existing Generating Facility Project Name Project Location Street Address City State County Zip Code GPS Coordinates b Maximum net megawatt electrical output as defined by section 2 c of Attachment A to this appendix of the proposed new Generating Facility or the amount of net megawatt increase in the generating capacity of an existing Generating Facility Maximum net megawatt electrical output MW or Net Megawatt increase MW Type of project i e gas turbine hydro wind etc and general description of the equipment configuration if more than one type is chosen include net MW for each ____ Cogeneration MW ___ Reciprocating Engine MW ___ Biomass MW ____ Steam Turbine MW __ Gas Turbine MW ___ Wind MW ___ Hydro MW ____ Inverter Based e g Photovoltaic Fuel Cell MW If Fuel Cell please describe primary fuel source ____ Combined Cycle MW ____ Other please describe Proposed In Service Date and Other Key Dates Day Month Y ear Date
365. rconnection requests under any tariff whether the Interconnection Request to the Distribution System is of sufficient MW size and located at a point of interconnection such that it is reasonably anticipated to require or contribute to the need for Network Upgrades If Distribution Provider determines that no interdependencies exist as described above then the Interconnection Request will be deemed to have passed Distribution Provider s Determination of Electrical Independence for the CAISO Controlled Grid If Distribution Provider determines that interdependencies exist as described above then Applicant may be studied under the Transmission Cluster Study Process as set forth in Section F 3 c Distribution Provider will coordinate with the CAISO if necessary conduct the Determination of Electrical Independence for the CAISO Controlled Grid as set forth in Section 4 2 of Appendix Y to the CAISO Tariff The results of the incremental power flow aggregate power flow and short circuit current contribution tests set out in Section 4 2 of Appendix Y to the CAISO Tariff will determine whether the Interconnection Request is electrically independent from the CAISO Controlled Grid e f Yes pass continue to Screen R e If No fail proceed to Section F 3 c Note 1 NEM Generating Facilitiess with net export less than or equal to 500 kW that may flow across the Point of Common Coupling into Distribution Provider s will not be studied in the Transmis
366. rd Provisions in the Revised Tariff and Standardized Forms can be divided into three categories 1 existing Rule 21 provisions 2 provisions imported from the FERC jurisdictional WDATs and the FERC Small Generator Interconnection Procedures SGIP and 3 newly created provisions The Joint Settlement Parties carefully considered and negotiated each of these existing provisions modifications and additions to the Revised Tariff The result is a significant advancement in California s interconnection rules A summary of the Revised Tariff and Standardized Forms is provided in Appendix A to this Motion 1 Provisions Based on Existing Rule 21 The Revised Tariff maintains a number of provisions from the existing Rule 21 Tariff As stated in the OIR Rule 21 has successfully governed the interconnection of tens of thousands of non exporting and NEM generators to the state s distribution system The existing tariff represents the cumulative experience of California generators and distribution providers in meeting the state s interconnection needs The Revised Tariff maintains the procedures and technical screens that have contributed to Rule 21 s past success and is therefore consistent with the existing tariff For example eight of the Revised Tariffs Initial Review screens Screens A B C F H I J and M are unmodified from the current Rule 21 In addition Subsection F 5 Commissioning Testing and Parallel Operation Section H Gene
367. red by an Interconnection Request under this Rule that transitions to the Transmission Cluster Study Process are allocated pursuant to the terms of Distribution Provider s WDAT or other applicable tariff 31 Revised Rule 21 Tariff f Summary Tables Table E 2 summarizes cost responsibility for costs and fees that may arise in the course of the interconnection process for NEM and non NEM Applicants Table E 3 summarizes cost responsibility for costs and fees that may arise in the course of the interconnection process for NEM Applicants under various sequences of interconnecting NEM and non NEM Generators on the same PCC interconnecting to the Distribution or Transmission System Table E 2 Summary of Producer Cost Responsibility Generating Interconnection Supplemental Detailed Interconnection Distribution Transmission Facility Type Request Fee Review Fee Upgrades Network Study Cost Facilities Cost Upgrade Cost Independent Cost Ref CAISO Study Process Tariff Sec Distribution Group Study Process or Transmission Cluster Study Process YES NO YES NO YES NO YES NO YES NO YES NO Non NEM x x x X x X NEM X x X X x x Table E 3 Summary of Producer Cost Responsibility for Multiple Tariff Interconnections Existing New Interconnection Supplemental Detailed Interconnection Distribution Upgrades Generating Generating Request Fee Review Fee Study Cost Facilities
368. red payments 2 a completed signed Net Energy Metering Generator Interconnection Agreement and 3 evidence of Applicant s final electric inspection clearance from the Governmental Authority having jurisdiction over the Generating Facility If the 30 day period cannot be met Distribution Provider shall notify Applicant and the Commission of the reason for the inability to process the Interconnection Request and the expected completion date However Applicants with PUC section 2827 Generating Facilities that include non inverter based Generators and or Generators with non Certified Equipment should plan to submit a completed Net Energy Metering Interconnection Request including all supporting documents sufficient for Distribution Provider to start the review process in Section F 2 a without waiting for 23 14 15 Revised Rule 21 Tariff the final inspection clearance Applicants with such Generating Facilities are advised to submit their Interconnection Request at least six 6 months in advance of their planned Commercial Operation Date Depending on the size and location of these Generating Facilities additional time for review may be required and could include Supplemental Review twenty 20 Business Days a System Impact Study sixty 60 Calendar Days and a Facilities Study sixty 60 to ninety 90 Calendar Days depending on whether upgrades to the electric system are identified as set out in Section F The advance submission
369. responsibility for the design installation operation maintenance and ownership of Interconnection Facilities shall be delineated in the Attachments to this Agreement The Distribution Provider shall coordinate with Affected Systems to support the interconnection The Interconnection Customer shall maintain QF status during the term of this Agreement The Interconnection Customer shall cooperate with the Local Furnishing Distribution Provider to maintain the Local Furnishing Distribution Provider tax status Nothing in this Agreement is intended to adversely affect the Local Furnishing Distribution Provider s tax exempt status with respect to the issuance of Local Furnishing Bonds Parallel Operation Obligations Once the Generating Facility has been authorized to commence parallel operation the Interconnection Customer shall abide by all rules and procedures pertaining to the parallel operation of the Generating Facility in the applicable balancing authority area including but not limited to 1 the rules and procedures concerning the operation of generation set forth in Rule 21 or by the applicable system operator s for the Distribution Provider s Distribution System and 2 the Operating Requirements set forth in Attachment 5 of this Agreement Metering The Interconnection Customer shall be responsible for the Distribution Provider s reasonable and necessary cost for the purchase installation operation maintenance testing
370. ric power system or two energized power systems to each other Party Parties Applicant or Distribution Provider Periodic Test A test performed on part or all of a Generating Facility Interconnection Facilities at pre determined time or operational intervals to achieve one or more of the following 1 verify specific aspects of its performance 2 calibrate instrumentation and 3 verify and re establish instrument or Protective Function set points Point of Common Coupling PCC The transfer point for electricity between the electrical conductors of Distribution Provider and the electrical conductors of Producer Point of Interconnection The point where the Interconnection Facilities connect with Distribution Provider s Distribution or Transmission System This may or may not be coincident with the Point of Common Coupling Pre Construction Activities The actions by Distribution Provider other than those required by an Engineering and Procurement Agreement under Section F 3 f undertaken prior to Construction Activities in order to prepare for the construction of Distribution Provider s Interconnection Facilities Distribution Upgrades or Network Upgrades assigned to the Interconnection Customer including but not limited to preliminary engineering permitting activities environmental analysis or other activities specifically needed to obtain governmental approvals for Distribution Provider s Interconnection Facilities Distributio
371. rity and apply ii above 3 After Commencement of Construction Activities Once Construction Activities on Network Upgrades on behalf of Applicant commence any withdrawal of the Interconnection Request or termination of the Generator Interconnection Agreement by Applicant will be treated in accordance with this Section F 4 e 4 Notification and Accounting by Distribution Provider Distribution Provider will notify Applicant within three 3 Business Days of liquidating any Interconnection Financial Security Within seventy five 75 Calendar Days of any liquidating event Distribution Provider will provide Applicant with an accounting of the disposition of the proceeds of the liquidated Interconnection Financial Security and all proceeds not otherwise reimbursed to Applicant or applied to costs incurred or irrevocably committed by Distribution Provider on behalf of Applicant in accordance with this Section F 4 e shall be applied as directed by the Commission Where an Applicant with remaining proceeds from Interconnection Financial Security cannot be located such remaining proceeds shall escheat to the State pursuant to the Unclaimed Property Law commencing with the California Code of Civil Procedure 1500 Commissioning Testing and Parallel Operation a Commissioning Testing Producer Arranges for and Completes Commissioning Testing of Generating Facility and Producer s Interconnection Facilities Producer is responsible for testi
372. rogatories requests for production of documents administrative order or otherwise to disclose Confidential Information that Party shall provide the other Party with prompt notice of such request s or requirement s so that the other Party may seek an appropriate protective order or waive compliance Notwithstanding the absence of a protective order or waiver the Party may disclose such Confidential Information which in the opinion of its counsel the Party is legally compelled to disclose Each Party will use Reasonable Efforts to obtain reliable assurance that confidential treatment will be accorded any Confidential Information so furnished 9 1 6 Remedies Page 17 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process The Parties agree that monetary damages would be inadequate to compensate a Party for the other Party s Breach of its obligations under this Article Each Party accordingly agrees that the other Party shall be entitled to equitable relief by way of injunction or otherwise if the first Party Breaches or threatens to Breach its obligations under this Article which equitable relief shall be granted without bond or proof of damages and the receiving Party shall not plead in defense that there would be an adequate remedy at law Such remedy shall not be deemed an exclus
373. rom IEEE 1547 that has been adopted directly as opposed to paraphrased language or previous language that was determined to be consistent with IEEE 1547 is followed by a citation that lists the Clause from which the language derived For example IEEE 1547 4 1 1 is a reference to Clause 4 1 1 In the event of any conflict between this Rule any of the standards listed herein or any other applicable standards or codes the requirements of this Rule shall take precedence Definitions Revised Rule 21 Tariff The definitions in this Section C are applicable only to this Rule the Interconnection Request Study Agreements and Generator Interconnection Agreements Added Facilities For SCE As Defined in Distribution Provider s Rule 2 For PG amp E and SDG amp E See Special Facilities Affected System An electric system other than Distribution Provider s Distribution or Transmission System that may be affected by the proposed Interconnection Affected System Operator The entity that operates an Affected System Affiliate With respect to a corporation partnership or other entity each such other corporation partnership or other entity that directly or indirectly through one or more intermediaries controls is controlled by or is under common control with such corporation partnership or other entity Allocated Capacity Existing aggregate generation capacity in megawatts MW interconnected to a substation area bus bank or cir
374. roval of the Settlement Agreement which would hinder parties from making progress in ongoing discussions delay any necessary IOU filings at FERC prevent the initiation of Phase 2 and most importantly hamper the Commission s ability to successfully implement important procurement programs VI THE JOINT SETTLEMENT PARTIES STIPULATE TO THE PARTICIPATION OF COMMISSION STAFF IN AN ADVISORY ROLE IN THE OIR As noted above in August 2011 Commission Staff encouraged the Joint Settlement Parties to undertake negotiated settlement of distribution interconnection issues Commission Staff subsequently provided significant support to the settlement discussions which took place under CPUC and FERC confidentiality rules As proposed in the Settlement Agreement Phase 2 of reforms to Rule 21 will build upon the reforms proposed in the Settlement Agreement addressing cost responsibility metering and other issues In this instance in order to conserve staffing resources and bring Commission Staff expertise in distribution interconnection issues to bear in the OIR the Joint Settlement Parties stipulate that any Commission Staff that participated in the settlement discussions may continue to work in an advisory role to the OIR VII CONCLUSION For the reasons set forth above the Settlement Agreement is reasonable in light of the record consistent with law and in the public interest The Joint Settlement Parties respectfully request that the Commission
375. rovide the Distribution Provider a written test report when such testing and inspection is completed Page 4 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 2 2 2 3 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process The Distribution Provider shall provide the Interconnection Customer written acknowledgment that it has received the Interconnection Customer s written test report Such written acknowledgment shall not be deemed to be or construed as any representation assurance guarantee or warranty by the Distribution Provider of the safety durability suitability or reliability of the Generating Facility or any associated control protective and safety devices owned or controlled by the Interconnection Customer or the quality of power produced by the Generating Facility Authorization Required Prior to Parallel Operation 2 2 1 2 22 The Distribution Provider shall use Reasonable Efforts to list applicable parallel operation requirements in Attachment 5 of this Agreement Additionally the Distribution Provider shall notify the Interconnection Customer of any changes to these requirements as soon as they are known The Distribution Provider shall make Reasonable Efforts to cooperate with the Interconnection Customer in meeting requirements necessary for the Interconnection Customer to commence parallel operations by
376. rovider to conduct a study or other analysis of the proposed project in the event that data is not available If Distribution Provider cannot complete all or some of a Pre Application Report due to lack of available data Distribution Provider will provide Applicant with a Pre Application Report that includes the information that is available In requesting a Pre Application Report Applicant understands that 1 the existence of Available Capacity in no way implies that an interconnection up to this level may be completed without impacts since there are many variables studied as part of the interconnection review process 2 the distribution system is dynamic and subject to change and 3 data provided in the Pre Application Report may become outdated and not useful at the time of submission of the complete Interconnection Request Notwithstanding any of the provisions of this Section Distribution Provider shall in good faith provide Pre Application Report data that represents the best available information at the time of reporting 20 Revised Rule 21 Tariff 2 Interconnection Request Process a Applicant Initiates Contact with Distribution Provider Upon request Distribution Provider will provide information and documents such as sample agreements Interconnection Request technical information listing of Certified Equipment Initial and Supplemental Review fee information applicable tariff schedules and Metering requirements t
377. rred to as area networks or street networks and Spot Networks Synonyms Secondary Network Refer to IEEE 1547 6 for additional detail Non Emergency Conditions or situations that are not Emergencies including but not limited to meter reading inspection testing routine repairs replacement and maintenance Non Export Non Exporting When the Generating Facility is sized and designed such that the Generator output is used for Host Load only and is designed to 15 Revised Rule 21 Tariff prevent the transfer of electrical energy from the Generating Facility to Distribution Provider s Distribution or Transmission System as described in Appendix One Non Islanding Designed to detect and disconnect from a stable Unintended Island with matched load and generation Reliance solely on under over voltage and frequency trip is not considered sufficient to qualify as Non Islanding Parallel Operation The simultaneous operation of a Generator with power delivered or received by Distribution Provider while Interconnected For the purpose of this Rule Parallel Operation includes only those Generating Facilities that are Interconnected with Distribution Provider s Distribution or Transmission System for more than 60 cycles one second Paralleling Device An electrical device typically a circuit breaker operating under the control of a synchronization relay or by a qualified operator to connect an energized generator to an energized elect
378. rsuant to Section G 1 a Note This Screen does not apply to Generating Facilities with a Gross Rating of 11 kVA or less The Short Circuit Current Contribution Ratio Screen When measured at primary side high side of the Dedicated Distribution Transformer serving a Generating Facility the sum of the Short Circuit Contribution Ratios of all Generating Facilities connected to Distribution Provider s Distribution System circuit that serves the Generating Facility must be less than or equal to 0 1 Significance If the Generating Facility passes this Screen it can be expected that it will have no significant impact on Distribution Provider s Distribution System s short circuit duty fault detection sensitivity relay coordination or fuse saving schemes g Screen G Is the Short Circuit Interrupting Capability Exceeded Does the proposed Generating Facility in aggregate with other generation on the distribution circuit cause any distribution protective devices and equipment including but not limited to substation breakers fuse cutouts and line reclosers or Interconnection Request equipment on the system to exceed 87 5 of the short circuit 64 Revised Rule 21 Tariff interrupting capability or is the Interconnection proposed for a circuit that already exceeds 87 5 of the short circuit interrupting capability e If Yes fail continue to Screen H pursuant to Section G 1 a e If No pass continue to Screen H Note
379. s fill out the data form provided in Table 1 Line Data Upon Distribution Provider request for transmission lines that are to be planned by the generation developer please provide the following information Nominal Voltage kV Line Length miles Line termination Points Conductor Type Size If bundled Number per phase Bundle spacing in Phase Configuration Vertical Horizontal Phase Spacing ft A B B C C A Distance of lowest conductor to Ground at full load and 40 C ft Ground Wire Type Size Distance to Ground ft Attach Tower Configuration Diagram Summer line ratings in amperes normal and emergency Positive Sequence Resistance R p u for entire line length Positive Sequence Reactance X p u for entire line length Zero Sequence Resistance RO p u for entire line length Zero Sequence Reactance X0 p u for entire line length Line Charging B 2 pus On 100 MVA and nominal line voltage kV Base Plant Level Reactive Power Compensation Data Provide the following information for plant level reactive power compensation if applicable Number of individual shunt capacitor banks Individual shunt capacitor bank rated voltage kV Individual shunt capacitor bank size kVAR at rated voltage Planned dynamic reactive control devices SVC STATCOM Jawe E Control range KVAR lead KVAR lag F Control mode e g voltage p
380. s or less Nationally Recognized Testing Laboratory NRTL A laboratory accredited to perform the Certification Testing requirements under this Rule Net Energy Metering NEM Metering for the receipt and delivery of electricity between Producer and Distribution Provider pursuant to California Public Utilities Code PUC sections 2827 2827 8 or 2827 10 Net Generation Output Metering Metering of the net electrical power output in kW or energy in kWh from a given Generating Facility This may also be the measurement of the difference between the total electrical energy produced by a Generator and the electrical energy consumed by the auxiliary equipment necessary to operate the Generator For a Generator with no Host Load and or Section 218 Load Metering that is located at the Point of Common Coupling For a Generator with Host Load and or Section 218 Load Metering that is located at the Generator but after the point of auxiliary load s and prior to serving Host Load and or Section 218 Load Net Rating or Net Nameplate Rating The Gross Rating minus the consumption of electrical power of the auxiliary load Network Upgrades Delivery Network Upgrades and Reliability Network Upgrades Networked Secondary System An AC distribution system where the secondaries of the distribution transformers are connected to a common bus for supplying electricity directly to consumers There are two types of secondary networks grid networks also refe
381. s Days prior written notice and opportunity to object by the other Party provided that 7 1 1 Either Party may assign this Agreement without the consent of the other Party to any affiliate of the assigning Party with an equal or greater credit rating and with the legal authority and operational ability to satisfy the obligations of the assigning Party under this Agreement provided that the Interconnection Customer promptly notifies the Distribution Provider of any such assignment 7 1 2 The Interconnection Customer shall have the right to assign this Agreement without the consent of the Distribution Provider for collateral security purposes to aid in providing financing for the Generating Facility provided that the Interconnection Customer will promptly notify the Distribution Provider of any such assignment 7 1 3 Any attempted assignment that violates this article is void and ineffective Assignment shall not relieve a Party of its obligations nor shall a Party s obligations be enlarged in whole or in part by reason thereof An assignee is responsible for meeting the same financial credit and insurance obligations as the Interconnection Customer Where required consent to assignment will not be unreasonably withheld conditioned or delayed 7 2 io 7 4 Limitation of Liability Each Party s liability to the other Party for any loss cost claim injury liability or expense including reasonable attorney s fees relating to o
382. s and Upgrades the Interconnection Customer shall provide the Distribution Provider at the Interconnection Customer s option a guarantee a surety bond letter of credit or other form of security that is reasonably acceptable to the Distribution Provider and is consistent with the Uniform Commercial Code of the jurisdiction where the Point of Interconnection is located Such security for payment shall be in an amount sufficient to cover the costs for constructing designing procuring and installing the applicable portion of the Distribution Provider s Interconnection Facilities and Upgrades and shall be reduced on a dollar for dollar basis for payments made to the Distribution Provider under this Agreement during its term In addition 6 3 1 The guarantee must be made by an entity that meets the creditworthiness requirements of the Distribution Provider and contain terms and conditions that guarantee payment of any amount that may be due from the Interconnection Customer up to an agreed to maximum amount 6 3 2 The letter of credit or surety bond must be issued by a financial institution or insurer reasonably acceptable to the Distribution Provider and must specify a reasonable expiration date Page 12 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Article 7 Assignment
383. s and electric storage resources OIR As a compromise to resolve the issues in the proposed first phase of the OIR the IOUs and the Settling Parties agree to support all of the terms of this Settlement Agreement and agree that some issues as discussed herein should be considered in a subsequent phase of this proceeding I RECITALS A Whereas the IOUs are investor owned public utilities and subject to the jurisdiction of the Commission with respect to providing electric service to retail customers B Whereas the Settling Parties intervened in the OIR participated since August 23 2011 in the settlement of distribution level interconnection issues Settlement and variously have an interest in timely efficient and fair distribution level interconnection policies throughout California C Whereas the Settlement has been conducted in parallel and in addition to the OIR D Whereas the IOUs and the Settling Parties have worked diligently and intensively through the Settlement process to discuss and resolve differences E Whereas the IOUs and the Settling Parties efforts have resulted in significant revisions to Electric Rule 21 which is the interconnection tariff applicable to certain interconnections under the Commission s jurisdiction as well modifications to the associated interconnection applications and interconnection agreements together Revised Rule 21 Tariff and Standardized Forms F Whereas t
384. s for any current less than rated current Step 4 Negative Sequence Voltage Test Using the pickup settings determined in Step 1 apply rated relay voltage and 25 of rated current in the normal load direction to simulate light load conditions Remove phase 1 voltage and observe that the relay does not operate Repeat for Phases 2 and 3 Step 5 Unbalanced Fault Test Using the pickup settings determined in Step 1 apply rated voltage and two times rated current to simulate an unbalanced fault in the normal load direction use Va at 0 degrees V and V at 180 degrees la at O degrees at 180 degrees and at 0 degrees Observe that the relay especially single phase types operates properly Step 6 Time Delay Settings Test Apply Step 1 settings and set time delay to minimum setting Adjust the current source to the appropriate level to determine operating time and compare against calculated values Verify that the timer stops when the relay trips Repeat at midpoint and maximum delay settings Step 7 Dielectric Test Perform the test described in IEC 414 using 2 kV RMS for 1 minute Step 8 Surge Withstand Test Perform the surge withstand test described in IEEE C37 90 1 1989 or the surge withstand test described in Section L 3 e iii Tests for Inverters and Controllers with Integrated Functions Inverters and controllers designed to provide reverse or underpower functions shall be tested to certify the intended operation o
385. s must be sequential Proposed In Service Date d Proposed Trial Operation Date fog Proposed Commercial Operation Date l Proposed Term of Service years Name address telephone number and e mail address of Applicant s contact person primary person who will be contacted Name Title Company Name Street Address City State Zip Code Phone Number Fax Number Email Address Interconnection Customer s DUNS Number Approximate location of the proposed Point of Interconnection i e specify distribution facility interconnection point name voltage level and the location of interconnection Applicant Data set forth in Attachment A The Applicant shall provide to the Distribution Provider the technical data called for in Attachment A Two 2 copies are required Applicable Interconnection Request fee or Detailed Study deposit amount as specified in Rule 21 made payable to Southern California Edison Company Send check to Distribution Provider along with 1 A completed Interconnection Request form for processing 2 A completed Attachment A Interconnection Request Generating Facility Data Attach evidence of Site Exclusivity as specified in Rule 21 Section E 2 d as applicable and name s address es and contact information of site owner s This Interconnection Request shall be submitted to the representative indicated below Southern California Edison Company Director of FERC Policy amp
386. safety and reliability considerations can be adequately addressed without the need for a Detailed Study The Power Quality and Voltage ii Coddington Michael Mather Barry Kropski Benjamin Lynn Kevin Razon Alvin Ellis Abraham Hill Roger Key Tom Nicole Kristen and Smith Jeff Updating Interconnection Screens for PV System Integration National Renewable Energy Laboratory pages 3 5 January 2012 available at http energy sandia gov wp wp content gallery uploads Updating Interconnection PV Systems _Integration pdf MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 14 Test Screen O ensures that voltage is kept at normal operating conditions and the interconnecting generating facility will not cause other customers to experience adverse voltages and undesirable interference b Other New Provisions Supplemental Review is not the only area in the tariff where parties created innovative solutions to fill gaps in the existing Rule 21 The Optional Initial and Supplement Review Results Meetings Subsections F 2 b and F 2 d the strict timelines throughout Section F and the Pre Application Report Subsection E 1 are key examples of other new provisions These sections of the Revised Tariff will increase communication and responsiveness for both the IOU and the interconnection applicant These provisions promote the goal of transparent requirements and procedures to make the process of interconnecting a generator as predict
387. ses to do so an Interconnection Request under PG amp E s FERC Wholesale Distribution Tariff WDT by the close of the CAISO cluster application window refer to http www caiso com docs 2002 06 11 2002061110300427214 html for the exact date in order to participate in the Transmission Cluster Study for the year An application under WDT will not impact the results of this Rule 21 study 10 This Interconnection Request is submitted by Legal name of Applicant By signature Name type or print Title Date Page 4 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST Attachment A to PG amp E Rule 21 Exporting Generator Interconnection Request GENERATING FACILITY DATA Each Applicant will complete Sections 1 and 2 of this Attachment A Each Applicant will complete the applicable data in Sections 3 through 6 of this Attachment A based on the type of generating facility ies requesting interconnection Section 3 for synchronous generators Section 4 for induction generators Section 5 for wind turbine generators and Section 6 for inverter based generators Each Applicant will complete Sections 7 through 10 as applicable At any time Distribution Provider may require Applicant to provide additional technical data or additional documentation supporting the technical data provided as de
388. siness Days after the completion of the negotiation process iii Extensions of Commercial Operation Date 50 4 Revised Rule 21 Tariff Extensions of the Commercial Operation Date will be agreed upon in the executed Generator Interconnection Agreement Reasonable Commercial Operation Dates will be discussed at the Interconnection Facilities Study results meeting or the System Impact Study results meeting if the Facilities Study is waived Interconnection Requests under the Independent Study Process will not be granted extensions except in circumstances beyond the control of Producer This provision has no impact on any power purchase agreement terms f Engineering amp Procurement E amp P Agreement Prior to executing a Generator Interconnection Agreement in order to advance the implementation of its interconnection an Applicant may request and Distribution Provider shall offer an E amp P Agreement that authorizes Distribution Provider to begin engineering and procurement of long lead time items necessary for the establishment of the interconnection However Distribution Provider shall not be obligated to offer an E amp P Agreement if Applicant is in Dispute Resolution as a result of an allegation that Applicant has failed to meet any milestones or comply with any prerequisites specified in other parts of this Rule The E amp P Agreement is an optional procedure The E amp P Agreement shall provide for Applicant to pay the cost of
389. siness Days of receipt If no Interconnection System Impact Study results meeting is held Applicant shall submit to Distribution Provider any requested modifications within twenty five 25 Business Days of the receipt of the final Interconnection System Impact Study report Modifications permitted under this Section F 3 d v shall include specifically a a decrease in the electrical output MW of the proposed Generating Facility b modifying the technical parameters associated with the Generating Facility technology or the Generating Facility step up transformer impedance characteristics and c modifying the interconnection configuration Distribution Provider in coordination with CAISO if applicable will evaluate whether the proposed modification to the interconnection request constitutes a Material Modification Distribution Provider will inform Applicant in writing whether the modifications would constitute a Material Modification within 10 Business Days of receipt of the proposed request for modification Any change to the Point of Interconnection except for that specified by Distribution Provider in an Interconnection Study or otherwise allowed under this Section F 3 d v shall constitute a Material Modification If the proposed modification is determined to be a Material Modification Applicant may either withdraw the proposed modification or proceed with a new Interconnection Request for such modification Applicant shall make such det
390. sion Cluster Study Process but may be studied under the Independent Study Process Significance Generating Facilities that are interdependent with the Transmission System must be studied with other interconnection requests that have Transmission System interdependencies It is possible to pass this Screen R i e be found to have no electrical interdependencies with earlier queued Distribution System and or Transmission System interconnection requests as set out above be studied under the Independent Study Process and still trigger a Reliability Network Upgrade 72 Revised Rule 21 Tariff b Screen R Is the Interconnection Request independent of other earlier queued and yet to be studied interconnection requests interconnecting to the Distribution System For Interconnection Requests that are electrically independent from the CAISO Controlled Grid Distribution Provider will evaluate each Interconnection Request for known or reasonably anticipated relationships between the Interconnection Request and any earlier queued interconnection requests in the Distribution Group Study Process the Independent Study Process or interconnection requests studied under predecessor interconnection procedures that have yet to complete their respective interconnection system impact study or Phase interconnection study Distribution Provider may conduct incremental power flow aggregate power flow and or short circuit duty tests using existing intercon
391. site If at any time an Applicant is dissatisfied with the Reasonable Efforts of Distribution Provider to meet the timelines in this Section Applicant may use the following procedures i Contact the ombudsman designated by Distribution Provider ii If the Distribution Provider ombudsman is unable to resolve the dispute within ten 10 Business Days Applicant may either a Contact the Consumer Affairs Branch CAB at the Commission b Upon mutual agreement with Distribution Provider make a written request for mediation to the Alternative Dispute Resolution ADR Coordinator in the Commission s Administrative Law ALJ Division The request may be made by electronic mail to adr_program cpuc ca gov and shall state Rule 21 in the subject line The request shall contain the relevant facts of the timeline dispute A copy of the request shall be sent to the Distribution Provider ombudsman Provided that resources are available the mediator assigned shall schedule a mediation with Applicant and Distribution Provider within ten 10 Business Days of receiving the request At any time Applicant may file a formal complaint before the Commission pursuant to California PUC section 1702 and Article 4 of the Commission s Rules of Practice and Procedure 37 Revised Rule 21 Tariff 2 Fast Track Interconnection Review Process a Initial Review Upon receipt of a complete and valid Interconnection Request Distribution Provid
392. ss Days or as may be agreed to by the Parties prior to such testing and inspection Testing and inspection shall occur on a Business Day The Distribution Provider may at its own expense send qualified personnel to the Generating Facility site to inspect the interconnection and observe the testing The Interconnection Customer shall provide the Distribution Provider a written test report when such testing and inspection is completed The Distribution Provider shall provide the Interconnection Customer written acknowledgment that it has received the Interconnection Customer s written test report Such written acknowledgment shall not be deemed to be or construed as any representation assurance guarantee or warranty by the Distribution Provider of the safety durability suitability or reliability of the Generating Facility or any associated control protective and safety devices owned or controlled by the Interconnection Customer or the quality of power produced by the Generating Facility 2 2 Authorization Required Prior to Parallel Operation 2 2 1 The Distribution Provider shall use Reasonable Efforts to list applicable parallel operation requirements in Attachment 5 of this Agreement Additionally the Distribution Provider shall notify the Interconnection Customer of any changes to these requirements as soon as they are known The Distribution Provider shall make Reasonable Efforts to cooperate with the Interconnection Customer in me
393. ss hours Distribution Provider where possible will provide notice to Customer for gaining access to Customer s premises 4 be capable of being locked in the open position 5 be clearly marked on the submitted single line diagram and its type and location approved by Distribution Provider prior to installation If the device is not adjacent to the PCC permanent signage must be installed at a Distribution Provider approved location providing a clear description of the location of the device If the switch is not accessible outside the locked premises signage with contact information and a Distribution Provider approved locking device for the premises shall be installed Generating Facilities with Non lslanding inverters totaling one 1 kilovolt ampere kVA or less are exempt from this requirement e Drawings Required Prior to Parallel Operation or Momentary Parallel Operation of the Generating Facility Distribution Provider shall approve Producer s Protective Function and control diagrams Generating Facilities equipped with Protective Functions and a control scheme previously approved by Distribution Provider for system wide application or only Certified Equipment may satisfy this requirement by reference to previously approved drawings and diagrams 76 Revised Rule 21 Tariff f Generating Facility Conditions Not Identified In the event this Rule does not address the Interconnection conditions for a particular Generati
394. ssociated with Interconnection Facilities may be shared with other entities that may benefit from such facilities by agreement of the Interconnection Customer such other entities and the Distribution Provider 4 1 2 The Interconnection Customer shall be responsible for its share of all reasonable expenses including overheads associated with 1 owning operating maintaining repairing and replacing its own Interconnection Facilities and 2 operating maintaining repairing and replacing the Distribution Provider s Interconnection Facilities Distribution Upgrades The Distribution Provider shall design procure construct install and own the Distribution Upgrades described in Attachment 6 of this Agreement If the Distribution Provider and the Interconnection Customer agree the Interconnection Customer may construct Distribution Upgrades that are located on land owned by the Interconnection Customer The actual cost of the Distribution Upgrades including overheads shall be directly assigned to the Interconnection Customer Article 5 Cost Responsibility for Network Upgrades 5 1 5 2 Applicability No portion of this Article 5 shall apply unless the interconnection of the Generating Facility requires Network Upgrades Network Upgrades The Distribution Provider or the Distribution Owner shall design procure construct install and own the Network Upgrades described in Attachment 6 of this Agreement If the Distribution Pr
395. steam or combined cycle does the turbine system have a reheat process i e both high and low pressure turbines 3E 3 If steam with reheat process or if combined cycle indicate in the space provided the percent of full load power produced by each turbine Low pressure turbine or gas turbine High pressure turbine or steam turbine 4 For combined cycle plants specify the plant net output capacity MW for an outage of the steam turbine or an outage of a single combustion turbine Hydro turbines 1 Turbine efficiency at rated load 2 Length of penstock ft 3 Average cross sectional area of the penstock ft2 4 Typical maximum head vertical distance from the bottom of the penstock at the gate to the water level ft 5 Is the water supply run of the river or reservoir 6 Water flow rate at the typical maximum head ft sec 7 Average energy rate kW hrs acre ft 8 Estimated yearly energy production kW hrs Complete this section for each machine independent of the turbine type 1 Turbine manufacturer 2 Maximum turbine power output MW 3 Minimum turbine power output while on line MW 4 Governor information a Droop setting speed regulation b Is the governor mechanical hydraulic or electro hydraulic Electro hydraulic governors have an electronic speed sensor and transducer c Other comments regarding the turbine governor system Short Cir
396. ster Study for the year An application under WDT will not impact the results of this Rule 21 study This Interconnection Request is submitted by Legal name of Applicant By signature Name type or print Title Date Page 4 Attachment A to SDG amp E s Rule 21 Exporting Generator Interconnection Request GENERATING FACILITY DATA Each Applicant will complete Sections 1 and 2 of this Attachment A Each Applicant will complete the applicable data in Sections 3 through 6 of this Attachment A based on the type of generating facility ies requesting interconnection Section 3 for synchronous generators Section 4 for induction generators Section 5 for wind turbine generators and Section 6 for inverter based generators Each Applicant will complete Sections 7 through 10 as applicable At any time Distribution Provider may require Applicant to provide additional technical data or additional documentation supporting the technical data provided as deemed necessary by the Distribution Provider to perform Interconnection Studies other studies or evaluations as set forth under Rule 21 1 Provide two original prints no larger than 11 x 17 and one electronic copy of the following A Site drawing to scale showing generator location and Point of Interconnection with the Distribution Provider s Distribution System B Single line diagram showing applicable equipment such as generating units
397. sults meeting Refer to Section F 3 e for cost responsibility and time frames for completing the Generator Interconnection Agreement At any time Distribution Provider determines that it will not meet the required time frame for completing the Interconnection Facilities Study Distribution Provider shall notify Applicant in writing as to the status of the Interconnection Facilities Study and provide an estimated completion date with an explanation of the reasons why additional time is required ix Interconnection Facilities Study Results Meeting If requested by Applicant a results meeting shall be held among Distribution Provider the CAISO if applicable and Applicant to discuss the results of the Interconnection Facilities Study including assigned cost responsibility Within five 5 Business Days of the request Distribution Provider shall contact Applicant to establish a date agreeable to Applicant Distribution Provider and the CAISO if applicable for the results meeting Within thirty 30 Calendar Days after the Interconnection Facilities Study results meeting Distribution Provider shall tender a draft Generator Interconnection Agreement together with draft appendices to Applicant Refer to Section F 3 e for cost responsibility and time frames for completing the Generator Interconnection Agreement x Second and Third Postings of Interconnection Financial Security Applicant will post its second and third postings of Interconnecti
398. support the interconnection 1 5 7 The Interconnection Customer shall maintain QF status during the term of this Agreement Parallel Operation Obligations Once the Generating Facility has been authorized to commence parallel operation the Interconnection Customer shall abide by all rules and procedures pertaining to the parallel operation of the Generating Facility in the applicable balancing authority area including but not limited to 1 the rules and procedures concerning the operation of generation set forth in Rule 21 or by the applicable system operator s for the Distribution Provider s Distribution System and 2 the Operating Requirements set forth in Attachment 5 of this Agreement Metering The Interconnection Customer shall be responsible for the Distribution Provider s reasonable and necessary cost for the purchase installation operation maintenance testing repair and replacement of metering and data acquisition equipment specified in Attachments 2 and 3 of this Agreement The Interconnection Customer s metering and data acquisition as required equipment shall conform to applicable industry rules and Operating Requirements Nothing in this provision replaces or alters the metering requirements in the Interconnection Customer s PPA 1 8 Reactive Power 1 8 1 The Interconnection Customer shall design its Generating Facility to maintain a composite power delivery at continuous rated power output at the Point o
399. t Characteristics Applicant to provide technical data related to the short circuit characteristics of proposed WTGs for short circuit duty study modeling purposes For example the applicant can provide manufacturer short circuit test data showing faulted condition for three phase and single line to ground fault Distribution Provider may require testing verification of voltage and harmonic performance during commissioning test of WTG based generation projects Inverter Based Generation Systems Information Proposed inverter based generation projects may include one or more types of inverters Please repeat the following for each type of inverter rm OmmMUO gt Inverter Manufacturer and Model Number of Inverters Nameplate Rating AC each inverter kW Nameplate Voltage Rating AC kV Maximum AC line current Amps Nameplate Power Factor Rating AC Please attach capability curve describing reactive power or power factor range from no output to full rated output Inverter control mode e g voltage power factor reactive power Short Circuit Characteristics Applicant to provide technical data related to the short circuit characteristics of proposed inverter based generation systems For example the applicant can provide a sinusoidal waveform test data and or manufacturers data showing faulted condition at the AC side of the inverter for a three phase and single line to ground fault Harmonics Characteristics
400. t are wired in the field shall be given an in service test during commissioning This test will verify proper wiring polarity CT PT ratios and proper operation of the measuring circuits The in service test shall be made with the power system energized and carrying a known level of current A measurement shall be made of the magnitude and phase angle of each Alternating Current AC voltage and current connected to the protective device and the results compared to expected values For protective devices with built in Metering Functions that report current and voltage magnitudes and phase angles or magnitudes of current voltage and real and reactive power the metered values may be used for in service testing Otherwise portable ammeters voltmeters and phase angle meters shall be used Periodic Testing 95 Revised Rule 21 Tariff Periodic Testing of Interconnection related Protective Functions shall be performed as specified by the manufacturer or at least every four years All Periodic Tests prescribed by the manufacturer shall be performed Producer shall maintain Periodic Test reports or a log for inspection by Distribution Provider Periodic Testing conforming to Distribution Provider test intervals for the particular Line Section may be specified by Distribution Provider under special circumstances such as high fire hazard areas Batteries used to activate any Protective Function shall be checked and logged once per month for proper
401. t associated with the Generating Facility Article 6 Billing Payment Milestones and Financial Security 6 1 6 2 6 3 Billing and Payment Procedures and Final Accounting 6 1 1 The Distribution Provider shall bill the Interconnection Customer for the design engineering construction and procurement costs including any applicable taxes of Interconnection Facilities and Upgrades contemplated by this Agreement on a monthly basis or as otherwise agreed by the Parties The Interconnection Customer shall pay each bill within 30 calendar days of receipt or as otherwise agreed to by the Parties 6 1 2 Within three months of completing the construction and installation of the Distribution Provider s Interconnection Facilities and or Upgrades described in the Attachments to this Agreement the Distribution Provider shall provide the Interconnection Customer with a final accounting report of any difference between 1 the Interconnection Customer s cost responsibility for the actual cost of such facilities or Upgrades and 2 the Interconnection Customer s previous aggregate payments to the Distribution Provider for such facilities or Upgrades If the Interconnection Customer s cost responsibility exceeds its previous aggregate payments the Distribution Provider shall invoice the Interconnection Customer for the amount due and the Interconnection Customer shall make payment to the Distribution Provider within 30 calendar days If the Inte
402. t capacity MW Standby Load when Generating Facility is off line MW Number of Generating Units Please repeat the following items for each generator E Individual generator rated output MW for each unit G Type induction synchronous D C with inverter H Phase 3 phase or single phase MOOW pS Page 5 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST 3 Synchronous Generator Information 3A Generator Information Please repeat the following for each generator rR rr OmMMoOOW gt Manufacturer Year Manufactured Rated Generator speed rpm Rated MVA Rated Terminal Voltage kV Rated Generator Power Factor Range Generator Efficiency at Rated Load Moment of Inertia including prime mover Inertia Time Constant on machine base H sec or MJ MVA SCR Short Circuit Ratio the ratio of the field current required for rated open circuit voltage to the field current required for rated short circuit current Please attach generator reactive capability curves Rated Hydrogen Cooling Pressure in psig Steam Units only Please attach a plot of generator terminal voltage versus field current that shows the air gap line the open circuit saturation curve and the saturation curve at full load and rated power factor 3B Excitation
403. t the end of the extension if one was requested the Interconnection Request shall be deemed withdrawn Applicants that elect to proceed to Detailed Study shall provide the applicable study deposit set forth in Section E 3 a Detailed Study fees for solar Generating Facilities up to 1 MW interconnecting to the Distribution System that do not sell power to Distribution Provider will be waived up to the amount of 5 000 Generating Facilities eligible for Net Energy Metering under PUC sections 2827 2827 8 or 2827 10 are exempt from any costs associated with Detailed Studies d Optional Supplemental Review Results Meeting Within five 5 Business Days of Applicant s request for a Supplemental Review results meeting Distribution Provider shall contact Applicant and offer to convene a meeting at a mutually acceptable time to review the Supplemental Review screen analysis and related results to determine what modifications if any may permit the Generating Facility to be connected safely and reliably without Detailed Study If modifications that obviate the need for Detailed Study are identified and Applicant and Distribution Provider agree to such modifications Distribution Provider shall provide Applicant with a Generator Interconnection Agreement within fifteen 15 Business Days of the Supplemental Review results meeting if no Interconnection Facilities or Distribution Upgrades are required If Interconnection Facilities or Distribution Upgra
404. tage Rating AC kV Maximum AC line current Amps Nameplate Power Factor Rating AC Please attach capability curve describing reactive power or power factor range from no output to full rated output Inverter control mode e g voltage power factor reactive power Short Circuit Characteristics Applicant to provide technical data related to the short circuit characteristics of proposed inverter based generation systems For example the applicant can provide a sinusoidal waveform test data showing faulted condition at the AC side of the inverter for a three phase and single line to ground fault J Harmonics Characteristics 1 Inverter switching frequency 2 Harmonic characteristics for each unit up to switching frequency 3 Harmonic characteristics for aggregate generation facility K Inverter disconnection characteristics Applicant to provide voltage sinusoidal waveform test data which shows the voltage characteristics during disconnection of inverter system from distribution system at 100 and at 50 of rated output HE Om moO gt Distribution Provider may require testing verification of voltage and harmonic performance during commissioning test of the inverter based generation systems Te Step Up Transformer Data For each step up transformer e g main step up transformers padmount transformers fill out the data form provided in Table 1 Page 10 of 13 Form 79 0000 Automated Document Preliminary Statement A Advic
405. te generation 15 of line section peakload M Penetration Test N Yes paa Power Quality amp Voltage Fluctuation K Safety and Reliability Test i Supplemental Review SR Fail 4 Fail Any Test Proceed with interconnection subject to Are requirements determined without further requirements determined by Initial Review or toag study Yes SR if any is Go to Electrical Independence Tests and Detailed Studies 60 Revised Rule 21 Tariff Interconnection Technical Framework Overview Applicant Chooses to go directly to Transmission Study Process Supplemental Review did not determine requirements without further study Generating Facility Greater than Fast Track Eligibility MW Limit Independence Tests Electrical Independence Test for Transmission System Q Pass Fail Electrical Independence Test for Distribution System fA Pass Fail independent Study Process Distribution Group Study Transmission Cluster Study Process Process Proceed with interconnection subject to requirements determined by Detailed Studies 61 Revised Rule 21 Tariff Initial Review Screens The Initial Review consists of Screens A through M If any of the Screens A through H are not passed a quick review of the failed Screen s may determine the requirements to address the failure s Otherwise Supplemental Review is required Some examples of solutions that may be available to mit
406. tep 1 apply rated voltage and 2 times rated current to simulate an unbalanced fault in the non trip direction use Va at 0 98 Revised Rule 21 Tariff degrees V and V at 180 degrees at 180 degrees at O degrees and at 180 degrees Observe that the relay especially single phase does operate properly Step 7 Time Delay Settings Test Apply Step 1 settings and set time delay to minimum setting Adjust the current source to the appropriate level to determine operating time and compare against calculated values Verify that the timer stops when the relay trips Repeat at midpoint and maximum delay settings Step 8 Dielectric Test Perform the test described in IEC 414 using 2 kV RMS for 1 minute Step 9 Surge Withstand Test Perform the surge withstand test described in IEEE C37 90 1 1989 or the surge withstand capability test described in J 3 e ii Discrete Underpower Relay Test This version of the Non Exporting test procedure is intended for discrete underpower relay packages and meets the requirements of Option 2 of Screen I A trip output will be provided when import power toward Producer s load drops below the specified level Note For an underpower relay pickup is defined as the highest power level at which the relay indicates that the power is less than the set level Step 1 Power Flow Test at Minimum Midpoint and Maximum Pickup Level Settings Determine the corresponding secondary pickup current fo
407. terconnection Customer agrees to design install maintain and operate its Generating Facility so as to reasonably minimize the likelihood of a disturbance adversely affecting or impairing the system or equipment of the Distribution Provider and any Affected Systems The Interconnection Customer shall comply with the Distribution Provider s Interconnection Handbook In the event of a conflict between the terms of this GIA and the terms of the Distribution Provider s Interconnection Handbook the terms in this GIA shall govern 1 5 5 Each Party shall operate maintain repair and inspect and shall be fully responsible for the facilities that it now or subsequently may own unless otherwise specified in the Attachments to this Agreement Each Party shall be responsible for the safe installation maintenance repair and condition of their respective lines and appurtenances on their respective sides of the point of change of ownership The Distribution Provider and the Interconnection Customer as appropriate shall provide Interconnection Facilities that adequately protect the Distribution Provider s Transmission System Distribution System personnel and other persons from damage and injury The allocation of responsibility for the design installation operation maintenance and ownership of Interconnection Facilities shall be delineated in the Attachments to this Agreement 1 5 6 The Distribution Provider shall coordinate with Affected Systems to
408. tes a new Supplemental Review process that will provide greater transparency with regard to what transpires in Supplemental Review and therefore which systems will be able to interconnect without Detailed Study An increase in transparency will produce less confusion and delays and reduce transaction costs A transparent procedure also serves to reduce the expense to utilities in managing interconnection requests especially to the extent that it reduces the time utility employees must devote to each interconnection request Beyond transparency the Supplemental Review process will also allow more opportunities for expedited review which in turn allows more projects to efficiently interconnect Although Supplemental Review creates more opportunities for expedited review it balances those opportunities with new technical screens that maintain safety reliability and power quality standards As interconnections are expedited and the amount of distributed generation increases one major concern that has caused detailed study in the past is the impact of new generation on voltage levels and equipment The three Supplemental Review technical screens will address these issues in the Revised Tariff The Penetration Test Screen N ensures that power flow from the circuit back toward the substation will have a minimal impact on equipment loading operation and protection of the distribution system The Safety and Reliability Test Screen P assesses whether
409. th Metering specifications Metering by Non Distribution Provider Parties The ownership installation operation reading and testing of revenue Metering Equipment for Generating Facilities shall be by Distribution Provider except to the extent that the Commission authorizes any or all these services be performed by others Net Generation Output Metering Generating Facility customers may be required to install Net Generation Output Metering for evaluation monitoring and verification purposes and to determine applicable standby and non bypassable charges as defined in Distribution Provider s tariffs to satisfy applicable California Independent System Operator CAISO reliability requirements and for Distribution System planning and operations However Generating Facility customers do not need to install Net Generation Output Metering where less intrusive and or more cost effective options for Producer Customer are available for providing generator data to Distribution Provider These Generating Facilities may opt to have Distribution Provider estimate load data in accordance with Distribution Provider s applicable tariffs to determine or meet applicable standby and non bypassable and other applicable charges and tariff requirements However if a Generating Facility customer objects to Distribution Provider s estimate of the Generator s output the customer may elect to install the Net Generation Output Metering or have Distribution
410. th a gross nameplate rating larger than 5 MW mirrors the detailed study deposit amount charged under the existing SCE and PG amp E WDATs Subsection E 3 also includes provisions regarding the use of detailed study deposits and the refunding of any unused portions These provisions were largely imported from utility WDATs SUBSECTION E 4 Interconnection Cost Responsibility Subsection E 4 consolidates cost responsibility provisions in existing Rule 21 in an effort to better clarify the cost responsibility of Rule 21 applicants Specifically Subsection E 4 consolidates provisions in existing Rule 21 tariff Sections C 1 d C 2 a C 2 b E 1 a E 1 b E 2 a E 2 b E 2 c E 2 d E 3 a and E 3 b and more clearly articulates the cost responsibility of applicants Under both existing Rule 21 and the Revised Tariff an applicant that interconnects to the distribution provider s distribution or transmission system is responsible for all costs associated with parallel operation to support the safe and reliable operation of the distribution and transmission system Subsection E 4 a Costs of Interconnection and Parallel Operation in the Revised Tariff clarifies the types of costs for which an applicant may be responsible Subsection E 4 a also clarifies who may own interconnection facilities and where such facilities may be located Subsection E 4 b Methodology and Timing of Cost Identification identifies the potential impact 2 See e g id A
411. th the Distribution Provider s commercial practice Such insurance or self insurance shall not exclude coverage for the Distribution Provider s liabilities undertaken pursuant to this Agreement Notification The Parties further agree to notify each other whenever an accident or incident occurs 15 resulting in any injuries or damages that are included within the scope of coverage of such insurance whether or not such coverage is sought Article 9 Confidentiality 9 1 Definition of Confidential Information The confidentiality provisions applicable to this Agreement are set forth in Section D 7 Confidentiality of Rule 21 and in the following provisions included in this Article 9 1 1 Release of Confidential Information Neither Party shall release or disclose Confidential Information to any other person employees consultants or to parties who may be or considering providing financing to or equity participation with Interconnection Customer or to potential purchasers or assignees of Interconnection Customer on a need to know basis in connection with these procedures unless such person has first been advised of the confidentiality provisions of this Article and has agreed to comply with such provisions Notwithstanding the foregoing a Party providing Confidential Information to any person shall remain primarily responsible for any release of Confidential Information in contravention of this Article 9 1 2 Rights Each Party
412. the Distribution Provider s Distribution System and Affected Systems Needed to Support the Interconnection Customer s Needs The Distribution Provider shall also provide requirements that must be met by the Interconnection Customer prior to initiating parallel operation with the Distribution Provider s Distribution System Attachment 6 Distribution Provider s Description of its Upgrades and Cost Responsibility The Distribution Provider shall describe Upgrades and provide an itemized best estimate of the cost including overheads of the Upgrades and annual operation and maintenance expenses associated with such Upgrades The Distribution Provider shall functionalize Upgrade costs and annual expenses as either transmission or distribution related SDG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST The undersigned Applicant submits this request to interconnect its Generating Facility with Distribution Provider s Distribution System pursuant to Rule 21 check only one C Detailed Study Process Fast Track Process This Interconnection Request is for check only one E A proposed new Generating Facility An increase in the generating capacity or a Material Modification of an existing Generating Facility Applicant provides the following information a Address to the extent known or location including the county of the proposed new Generating Facility site or in the case of an existing Generating Facility the
413. the aggrieved Party with all relevant regulatory and or technical details and analysis regarding any Distribution Provider interconnection requirements under dispute within twenty one 21 Calendar Days Within forty five 45 Calendar Days of the date of the notice the Parties authorized representatives will be required to meet and confer to try to resolve the dispute Parties are expected to operate in good faith and use best efforts to resolve the dispute b If a resolution is not reached in forty five 45 Calendar Days from the date of the notice either 1 a Party may request to continue negotiations for an additional forty five 45 Calendar Days or 2 the Parties may by mutual agreement make a written request for mediation to the ADR Coordinator in the Commission s ALJ Division The request may be submitted by electronic mail to adr_program cpuc ca gov Alternatively both Parties by mutual agreement may request mediation from an outside third party mediator with costs to be shared equally between the Parties C At any time either Party may file a formal complaint before the Commission pursuant to California PUC section 1702 and Article 4 of the Commission s Rules of Practice and Procedure Nothing in this section shall be construed to limit the rights of any Party to exercise rights and remedies under Commission law 3 Performance During Dispute Pending resolution of any dispute under this Section the Parties shall pro
414. the case of the Interconnection Customer is imminently likely as determined in a non discriminatory manner to cause a material adverse effect on the security of or damage to the Generating Facility or the Interconnection Customer s Interconnection Facilities Under Emergency Conditions the Distribution Provider may immediately suspend interconnection service and temporarily disconnect the Generating Facility The Distribution Provider shall notify the Interconnection Customer promptly when it becomes aware of an Emergency Condition that may reasonably be expected to affect the Interconnection Customer s operation of the Generating Facility The Interconnection Customer shall notify the Distribution Provider promptly when it becomes aware of an Emergency Condition that may reasonably be expected to affect the Distribution Provider s Distribution System or any Affected Systems To the extent information is known the notification shall describe the Emergency Condition the extent of the damage or deficiency the expected effect on the operation of both Parties facilities and operations its anticipated duration and the necessary corrective action Routine Maintenance Construction and Repair The Distribution Provider may interrupt interconnection service or curtail the Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecti
415. the commissioning of the Generating Facility including any required testing startup and operation for a period of up to three 3 Business Days after initial start up of the unit In addition the Interconnection Customer shall notify the Distribution Provider at least five 5 Business Days prior to conducting any on site verification testing of the Generating Facility 2 3 2 Following the initial inspection process described above at reasonable hours and upon reasonable notice or at any time without notice in the event of an emergency or hazardous condition the Distribution Provider shall have access to the Interconnection Customer s premises for any reasonable purpose in connection with the performance of the obligations imposed on it by this Agreement or if necessary to meet its legal obligation to provide service to its customers 2 3 3 Costs associated with this Article are subject to the relevant provisions of Rule 21 Article 3 Effective Date Term Termination and Disconnection 3 1 3 2 3 3 Effective Date This Agreement shall become effective upon execution by the Parties Term of Agreement This Agreement shall become effective on the Effective Date and shall remain in effect for a period of years from the Effective Date or such other longer period as the Parties may agree and shall be automatically renewed for each successive one year period thereafter unless terminated earlier in accordance with article 3 3 of this
416. the final Interconnection System Impact Study or final Interconnection Facilities Study whichever is lower Applicant proposing to interconnect a Small Generating Facility shall post an Interconnection Financial Security instrument such that the total Interconnection Financial Security posted by Applicant for Network Upgrades equals the lesser of i 1 million or ii thirty percent 30 of the total cost responsibility assigned to Applicant for Network Upgrades in either the final Interconnection System Impact Study or final Interconnection Facilities Study whichever is lower 53 Revised Rule 21 Tariff Second Applicant shall also post an Interconnection Financial Security instrument such that the total Interconnection Financial Security posted by Applicant for Distribution Provider s Interconnection Facilities and Distribution Upgrades equals thirty percent 30 of the total cost responsibility assigned to Applicant in the final Interconnection Facilities Study or final Interconnection System Impact Study if the Interconnection Facilities Study is waived for Distribution Provider s Interconnection Facilities and Distribution Upgrades If the start date for Construction Activities of Network Upgrades Distribution Provider s Interconnection Facilities and Distribution Upgrades on behalf of Applicant is prior to one hundred twenty 120 Calendar Days after publication of the final Interconnection Facilities Study report or final I
417. ties and the time required to interconnect the Generating Facility with Distribution Provider s Distribution or Transmission System The scope of the study is defined in Section G 3 c Interconnection Financial Security Any of the financial instruments listed in Section F 4 a Interconnection Request An Applicant s request to interconnect a new Generating Facility or to increase the capacity of or make a Material Modification to the operating characteristics of an existing Generating Facility that is interconnected with Distribution Provider s Distribution or Transmission System Interconnection Study A study to establish the requirements for Interconnection of a Generating Facility with Distribution Provider s Distribution System or Transmission System pursuant to this Rule Interconnection System Impact Study An engineering study conducted by Distribution Provider for an Interconnection Customer under the Independent Study Process that evaluates the impact of the proposed interconnection on the safety and reliability of Distribution Provider s Distribution and or Transmission System and if applicable an Affected System The scope of the study is defined in Section G 3 c i Island Islanding A condition on Distribution Provider s Distribution System in which one or more Generating Facilities deliver power to Customers using a portion of Distribution Provider s Distribution System that is electrically isolated from the remainder o
418. ting Facilities Interconnecting Under the Fast Track Process Interconnection Facilities and the Distribution Provider s Distribution System and or Transmission System to their normal operating state as soon as reasonably practicable following a temporary disconnection Article 4 Cost Responsibility for Interconnection Facilities and Distribution Upgrades 4 1 4 2 Interconnection Facilities 4 1 1 The Interconnection Customer shall pay for the cost of the Interconnection Facilities itemized in Attachment 2 of this Agreement The Distribution Provider shall provide a best estimate cost including overheads for the purchase and construction of its Interconnection Facilities and provide a detailed itemization of such costs Costs associated with Interconnection Facilities may be shared with other entities that may benefit from such facilities by agreement of the Interconnection Customer such other entities and the Distribution Provider 4 1 2 The Interconnection Customer shall be responsible for its share of all reasonable expenses including overheads associated with 1 owning operating maintaining repairing and replacing its own Interconnection Facilities and 2 operating maintaining repairing and replacing the Distribution Provider s Interconnection Facilities Distribution Upgrades The Distribution Provider shall design procure construct install and own the Distribution Upgrades described in Attachment 6 of this Agreem
419. tion Provider within twenty 20 Business Days following such notification whether it would like to i proceed to the Transmission Cluster Study Process or ii withdraw the Interconnection Request Applicant may request one extension of no more than twenty 20 Business Days to respond If Applicant fails to notify Distribution Provider within twenty 20 Business Days of receiving the Screen Q results or at the end of the extension if one was requested the Interconnection Request shall be deemed withdrawn If Applicant passes Screen Q but fails Screen R Distribution Provider shall provide the data and analysis supporting the Screen R results in writing and provide 42 Revised Rule 21 Tariff Applicant the option to proceed to the Distribution Group Study Process Applicant shall notify Distribution Provider within twenty 20 Business Days following such notification whether it would like to i proceed to the Distribution Group Study Process or ii withdraw the Interconnection Request Applicant may request one extension of no more than twenty 20 Business Days to respond If Applicant fails to notify Distribution Provider within twenty 20 Business Days of receiving Screen R results or at the end of the extension if one was requested the Interconnection Request shall be deemed withdrawn If Applicant passes Screens Q and R the Interconnection Request will be processed in accordance with Section F 3 d below If Applicant elec
420. tion Provider s Distribution or Transmission System For such Generating Facilities it is necessary to perform only the following tests 1 Protective Function settings that have been changed after Production Testing will require field verification Tests shall be performed using injected secondary frequencies voltages and currents applied waveforms at a test connection using a Generator to simulate abnormal Distribution Provider voltage or frequency or varying the set points to show that the device trips at the measured actual Distribution Provider voltage or frequency 2 The Non Islanding function shall be checked by operating a load break disconnect switch to verify the Interconnection equipment ceases to energize Distribution Providers Distribution or Transmission System and does not re energize it for the required time delay after the switch is closed 3 The Non Exporting function shall be checked using secondary injection techniques This function may also be tested by adjusting the Generating Facility output and local loads to verify that the applicable Non Exporting criteria i e reverse power or underpower are met 94 Revised Rule 21 Tariff The Supplemental Review or an Interconnection Study may impose additional components or additional testing e Non Certified Equipment Non certified Equipment shall be subjected to the appropriate tests described in Type Testing Section L 3 as well as those described i
421. tion Request is deemed complete and valid b Deficiencies in Interconnection Request i First Notification of Deficiency If an Interconnection Request fails to meet the requirements Distribution Provider shall state in its first written notification the reasons for such failure and that the Interconnection Request does not constitute a valid request Applicant shall provide Distribution Provider the additional requested information needed to constitute a complete and valid request within ten 10 Business Days from the date of the first written notification that the Interconnection Request is invalid ii Second Notification of Deficiency Distribution Provider shall provide a second written notification to Applicant within ten 10 Business Days of receipt of the additional requested information stating whether the Interconnection Request is valid or the reasons for any failure Applicant shall provide Distribution Provider the additional requested information needed to constitute a complete and valid request within five 5 Business Days from the date of the second written notification that the Interconnection Request is invalid iii Extension Request Upon request Applicant can receive one extension of up to twenty 20 Business Days to resolve deficiencies in the Interconnection Request iv Failure to Resolve Deficiencies If Applicant does not resolve deficiencies in the Interconnection Request within the time frames set out abov
422. tion in the area of the requested Point of Interconnection A Provide load flow model for the generating plant and its interconnection facilities in GE PSLF epc format including new buses generators transformers interconnection facilities An equivalent model is required for the plant with generation collector systems This data should reflect the technical data provided in this Attachment A B For each generator governor exciter power system stabilizer WTG or inverter based generator select the appropriate dynamic models from the General Electric PSLF Program Manual and provide the required input data Include any user written p EPCL files to simulate inverter based plants dynamic responses typically needed for inverter based PV wind plants Provide a completed dyd file that contains the information specified in this section The GE PSLF manual is available upon request from GE There are links within the GE PSLF User s Manual to detailed descriptions of specific models a definition of each parameter a list of the output channels explanatory notes and a control system block diagram In addition GE PSLF modeling information and various modeling guidelines Page 11 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST documents have been prepared by the WECC Modeling and Validation Work Group This information is a
423. tions to the attendees of the Rule 21 Working Group and to parties to CPUC Service Lists R 10 05 004 R 11 05 005 R 08 08 009 R 08 06 024 and A 08 11 001 The notice encouraged all parties interested in interconnection issues to participate in the settlement discussions Any party with a demonstrable interest in the settlement discussions could join at any time by simply submitting an email to Commission Staff and agreeing to the settlement s procedural rules The notice specified that the settlement discussions would take place under CPUC and Federal Energy Regulatory Commission FERC settlement rules CPUC Rules of Procedure 12 1 through 12 7 and FERC Rule 602 18 CFR 385 602 including the confidentiality provisions included therein The OIR also contemplated that it might be used by the Commission as the procedural forum for the settlement efforts The settlement efforts have been conducted in parallel and are in addition to the OIR Id at 5 2 Id at Attachment D a Id s Id i Id i Id at 2 MOTION FOR APPROVAL OF SETTLEMENT AGREEMENT Page 4 The Joint Settlement Parties have worked diligently conducting frequent and lengthy meetings to negotiate the Settlement Agreement now presented to the Commission Numerous issues required resolution as the Joint Settlement Parties represent diverse interests that have differing perspectives on how best to balance the need to maintain the safety reliability and pow
424. tive services they provide and exercising or entitled to exercise any administrative executive police or taxing authority or power provided however that such term does not include the Interconnection Customer the Distribution Provider or any Affiliate thereof Interconnection Customer Any entity including the Distribution Provider Distribution Owner or any of the affiliates or subsidiaries of either that proposes to interconnect its Generating Facility with the Distribution Provider s Distribution System The definition of Interconnection Customer in this Agreement is intended to be identical to and used interchangeably with the definition of Producer in Rule 21 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 Generating Facility and the Point of Interconnection including any modification additions or upgrades that are necessary to physically and electrically interconnect the Generating Facility to the Distribution Provider s Distribution System Interconnection Facilities are sole use facilities and shall not include Distribution Upgrades or Network Upgrades Interconnection Handbook A handbook developed by the Distribution Provider and posted on the Distribution Provider s website or otherwise made available by the Distribution Provi
425. ts of Distribution Provider s Distribution System 2 The operating requirements for a high penetration of Generating Facilities may be different since the impact on Distribution Provider s Distribution System will no longer be minimal therefore requiring additional study or controls The purpose of this Screen is solely to identify if the Generating Facility needs additional study and is not intended as justification for limiting the penetration of generation on a line section 68 Revised Rule 21 Tariff Supplemental Review Screens The Supplemental Review consists of Screens N through P If any of the Screens are not passed a quick review of the failed Screen s will determine the requirements to address the failure s or that Detailed Studies are required In certain instances Distribution Provider may be able to identify the necessary solution and determine that Detailed Studies are unnecessary Some examples of solutions that may be available to mitigate the impact of a failed Screen are 1 Replacing a fixed capacitor bank with a switched capacitor bank 2 Adjustment of line regulation settings 3 Simple reconfiguration of the distribution circuit a Screen N Penetration Test Where 12 months of line section minimum load data is available can be calculated can be estimated from existing data or determined from a power flow model is the aggregate Generating Facility capacity on the Line Section less than 100 of th
426. ts to proceed to the Distribution Group Study Process the Interconnection Request will be processed in accordance with Section F 3 b below If Applicant elects to proceed to the Transmission Cluster Study Process Interconnection Request will be processed in accordance with Section F 3 c below b Distribution Group Study Process Interconnection Requests that would otherwise qualify for the Distribution Group Study Process will be studied under the Transmission Cluster Study pursuant to Section F 3 c except as described below i If Applicant fails Screen R because there is only one 1 earlier queued interconnection request with which Applicant is electrically interdependent and that is currently undergoing an independent study process Distribution Provider shall notify Applicant at the same time that it provides the Screen R results of the expected completion date for the earlier queued interconnection request Distribution Provider shall provide Applicant the option of 1 waiting until the earlier queued interconnection request has completed the independent study process and then initiating the Independent Study Process at that time or 2 proceeding directly to the Transmission Cluster Study Process pursuant to Section F 3 c If Applicant chooses option 1 the timeline for completing Applicant s Independent Study Process will not begin until the earlier queued interconnection request has completed the independent study process ii
427. ttachment I 4 2 1 53 Id SUMMARY OF THE PROPOSED RULE 21 REVISED TARIFF Page A 10 APPENDIX A that the processing or withdrawal of earlier queued interconnection requests may have on an applicant s cost responsibility Subsection E 4 c Timing of Cost Identification clarifies that costs may be identified during the study process or after the study process is complete and a Generator Interconnection Agreement is executed Subsection E 4 d Producer Costs During Parallel Operation addresses an applicant s ongoing responsibility for costs associated with changes to the operating characteristics at the Point of Interconnection necessitated by Distribution Provider s upgrades to the Transmission or Distribution System from time to time Subsection E 4 e Cost Allocation further clarifies that except where exempt by law or Commission decision costs triggered by an interconnection request under the Fast Track process or the Independent Study Process are the responsibility of the triggering applicant Subsection E 4 e further explains that the distribution provider s WDAT or other applicable tariff governs the allocation of costs triggered by a Rule 21 interconnection request that transitions to the Transmission Cluster Study Process Finally Subsection E 4 f Summary Tables includes tables summarizing responsibility for costs and fees that may arise in the course of the interconnection process for NEM and non NEM Applicants I
428. tudy 8 If applicable where Distribution Upgrades or Network Upgrades are identified and upon the posting by the Applicant of the initial Interconnection Financial Security deposit whether Distribution Provider completed an Interconnection Facilities Study within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Calendar Days Business Days before the Distribution Provider completed and issued this Interconnection Facilities Study 9 If applicable where no Distribution Upgrades and or Network Upgrades are identified and upon the posting by the Applicant of the initial Interconnection Financial Security deposit whether Distribution Provider completed an Interconnection Facilities Study within the time specified in the Revised Rule 21 Tariff or a mutually agreed upon date and if not how many additional Calendar Days Business Days before the Distribution Provider completed and issued this Interconnection Facilities Study
429. ty could cause damage to the Distribution Provider s Distribution System or Affected Systems Supporting documentation used to reach the decision to disconnect shall be provided to the Interconnection Customer upon request If after notice the Interconnection Customer fails to remedy the adverse operating effect within a reasonable time the Distribution Provider may disconnect the Generating Facility The Distribution Provider shall provide the Interconnection Customer with five Business Day notice of such disconnection unless the provisions of article 3 4 1 apply 3 4 5 Modification of the Generating Facility The Interconnection Customer must receive written authorization from the Distribution Provider before making any change to the Generating Facility that may have a material impact on the safety or reliability of the Distribution System and or the Transmission System Such authorization shall not be unreasonably withheld Modifications shall be done in accordance with Good Utility Practice If the Interconnection Customer makes such modification without the Distribution Provider s prior written authorization the latter shall have the right to temporarily disconnect the Generating Facility 3 4 6 Reconnection The Parties shall cooperate with each other to restore the Generating Facility Interconnection Facilities and the Distribution Provider s Distribution System and or Transmission System to their normal operating state as soon as re
430. uch security for payment shall be in an amount sufficient to cover the costs for constructing designing procuring and installing the applicable portion of the Distribution Provider s Interconnection Facilities and Upgrades and shall be reduced on a dollar for dollar basis for payments made to the Distribution Provider under this Agreement during its term In addition 6 3 1 The guarantee must be made by an entity that meets the creditworthiness requirements of the Distribution Provider and contain terms and conditions that guarantee payment of any amount that may be due from the Interconnection Customer up to an agreed to maximum amount 6 3 2 The letter of credit or surety bond must be issued by a financial institution or insurer reasonably acceptable to the Distribution Provider and must specify a reasonable expiration date Article 7 Assignment Liability Indemnity Uncontrollable Force Consequential 7 1 Damages and Default Assignment This Agreement may be assigned by either Party upon fifteen 15 Business Days prior written notice and opportunity to object by the other Party provided that 7 1 1 Either Party may assign this Agreement without the consent of the other Party to any affiliate of the assigning Party with an equal or greater credit rating and with the legal authority and operational ability to satisfy the obligations of the assigning Party under this Agreement provided that the Interconnection Customer promptly
431. ucted and requires use of the Network Upgrades the Distribution Provider and Affected System operator shall at that time reimburse the Interconnection Customer for the amounts advanced for the Network Upgrades if the Interconnection Customer is entitled to a cash repayment pursuant to Article 5 2 1 Before any such reimbursement can occur the Interconnection Customer or the entity that ultimately constructs the generating facility if different is responsible for identifying the entity to which reimbursement must be made 5 3 Intentionally Omitted 5 4 Rights Under Other Agreements Notwithstanding any other provision of this Agreement nothing herein shall be construed as relinquishing or foreclosing any rights including but not limited to firm transmission rights capacity rights transmission congestion rights or transmission credits that the Interconnection Customer shall be entitled to now or in the future under any other agreement or tariff as a result of or otherwise associated with the transmission capacity if any created by the Network Upgrades including the right to obtain cash reimbursements or transmission credits for transmission service that is not associated with the Generating Facility Article 6 Billing Payment Milestones and Financial Security 6 1 Billing and Payment Procedures and Final Accounting 6 1 1 Page 11 of 34 The Distribution Provider shall bill the Interconnection Customer for the design
432. urance to the Distribution Provider no later than ten 10 Business Days prior to the anticipated Parallel Operation date An Interconnection Customer of sufficient credit worthiness may propose to self insure for such liabilities and such a proposal shall not be unreasonably rejected Maintenance of Insurance The Distribution Provider agrees to maintain general liability insurance or self insurance consistent with the Distribution Provider s commercial practice Such insurance or self insurance shall not exclude coverage for the Distribution Provider s liabilities undertaken pursuant to this Agreement Notification The Parties further agree to notify each other whenever an accident or incident occurs resulting in any injuries or damages that are included within the scope of coverage of such insurance whether or not such coverage is sought Article 9 Confidentiality 9 1 Definition of Confidential Information The confidentiality provisions applicable to this Agreement are set forth in Section D 7 Confidentiality of Rule 21 and in the following provisions included in this Article 9 1 1 9 1 2 lea 9 1 4 Release of Confidential Information Neither Party shall release or disclose Confidential Information to any other person employees consultants or to parties who may be or considering providing financing to or equity participation with Interconnection Customer or to potential purchasers or assignees of Interconnection
433. uthority to enter into any agreement or undertaking for or act on behalf of or to act as or be an agent or representative of or to otherwise bind the other Party Severability If any provision or portion of this Agreement shall for any reason be held or adjudged to be invalid or illegal or unenforceable by any court of competent jurisdiction or other Governmental Authority 1 such portion or provision shall be deemed separate and independent 2 the Parties shall negotiate in good faith to restore insofar as practicable the benefits to each Party that were affected by such ruling and 3 the remainder of this Agreement shall remain in full force and effect Security Arrangements Infrastructure security of electric system equipment and operations and control hardware and software is essential to ensure day to day reliability and operational security All public utilities are expected to meet basic standards for system infrastructure and operational security including physical operational and cyber security practices Environmental Releases Each Party shall notify the other Party first orally and then in writing of the release of any hazardous substances any asbestos or lead abatement activities or any type of remediation activities related to the Generating Facility or the Interconnection Facilities each of which may reasonably be expected to affect the other Party The notifying Party shall 1 provide the notice as soon as pract
434. vailable on the WECC website www wecc biz If you require assistance in developing the models we suggest you contact General Electric Accurate models are important to obtain accurate study results Costs associated with any changes in facility requirements that are due to differences between model data provided by the generation developer and the actual generator test data may be the responsibility of the generation developer Page 12 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 PG amp E S RULE 21 EXPORTING GENERATOR INTERCONNECTION REQUEST TABLE 1 TRANSFORMER DATA Provide for each level of transformation UNIT NUMBER OF TRANSFORMERS PHASE RATING H Winding X Winding Y Winding Rated MVA Connection Delta Wye Gnd Cooling Type OA OA FA etc Temperature Rise Rating Rated Voltage BIL Available Taps of rating Load Tap Changer Y or N Tap Settings IMPEDANCE H X H Y X Y Percent MVA Base Tested Taps WINDING RESISTANCE H X Y Ohms CURRENT TRANSFORMER RATIOS H X Y N PERCENT EXCITING CURRENT 100 Voltage 110 Voltage Supply copy of nameplate and manufacturer s test report when available Page 13 of 13 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Pacific Gas and Rule 21 Generator Interconnection Agreement g Electric Company for Exporting Generating Facilities
435. vertent Export as described in Appendix One Significance 1 If it can be assured that the Generating Facility will not export power Distribution Provider s Distribution or Transmission System does not need to be studied 66 Revised Rule 21 Tariff for load carrying capability or Generating Facility power flow effects on Distribution Provider voltage regulators 2 This Screen permits the use of reverse power or minimum power relaying as a Non lslanding Protective Function Option 1 2 and 3 3 This Screen allows under certain defined conditions for Generating Facilities that incorporate Certified Non Islanding protection to qualify for interconnection through the Fast Track process without implementing reverse power or minimum power Protective Functions Option 3 j Screen J Is the Gross Rating of the Generating Facility 11 kVA or less e If Yes pass skip Screens K L and M and Initial Review is complete e If No fail continue to Screen K Significance The Generating Facility will have a minimal impact on fault current levels and any potential line overvoltages from loss of Distribution Provider s Distribution System neutral grounding 67 Revised Rule 21 Tariff Screen K Is the Generating Facility a Net Energy Metering NEM Generating Facility with nameplate capacity less than or equal to 500kW If Yes pass skip screen L and continue to screen M e If No fail continue to screen L Si
436. vided by Distribution Provider other than Interconnection Facilities or the Transmission System by which Distribution Provider provides Distribution Service to its Customers Distribution Upgrades The additions modifications and upgrades to Distribution Provider s Distribution System at or beyond the Point of Interconnection to facilitate interconnection of the Generating Facility and render the Distribution Service Distribution Upgrades do not include Interconnection Facilities Electrical Independence Test The tests set forth in Section G 3 used to determine eligibility for the Independent Study Process Emergency Whenever in Distribution Provider s discretion an Unsafe Operating Condition or other hazardous condition exists or whenever access is necessary for emergency service restoration and such immediate action is necessary to protect 11 Revised Rule 21 Tariff persons Distribution Provider s facilities or property of others from damage or interference caused by Interconnection Customer s Generating Facility or the failure of protective device to operate properly or a malfunction of any electrical system equipment or a component part thereof Energy Only Deliverability Status A condition elected by an Interconnection Customer for a Generating Facility interconnected to Distribution System the result of which is that the Interconnection Customer is responsible only for the costs of Reliability Network Upgrades an
437. vider s direction Applicant must pay all monies due before it is allowed to obtain any Interconnection 29 Revised Rule 21 Tariff Study data or results Any proceeds of the Detailed Study deposit not otherwise reimbursed to Applicant or applied to costs incurred or irrevocably committed to be incurred for the interconnection studies shall be applied as directed by the Commission Where an Applicant with remaining proceeds from a Detailed Study deposit cannot be located such remaining proceeds shall escheat to the State pursuant to the Unclaimed Property Law commencing with the California Code of Civil Procedure 1500 iv Special Circumstances Applicant may propose and Distribution Provider may agree to reduced costs for reviewing atypical Interconnection Requests such as Interconnection Requests submitted for multiple Generating Facilities multiple sites or otherwise as conditions warrant Interconnection Cost Responsibility An Applicant or a Producer where those are different entities is responsible for all fees and or costs including Commissioning Testing required to complete the interconnection process A Producer that interconnects to Distribution Provider s Distribution or Transmission System is responsible for all costs associated with Parallel Operation to support the safe and reliable operation of the Distribution and Transmission System Generating Facilities eligible for Net Energy Metering under California
438. vider is not able to meet a particular timeline set forth in this Rule Distribution Provider shall notify Applicant as soon as practicable and provide an estimated completion date with an explanation of the reasons why additional time is needed Any Applicant dissatisfied with the Reasonable Efforts of Distribution Provider may use the informal procedures set out in Section F 1 d and or the Dispute Resolution process in Section K Modification of Timelines Distribution Provider and Applicant for good cause may agree to modify any of the timelines in this Rule The modified timeline shall be mutually agreed upon in writing between Distribution Provider and Applicant Interconnection Request Submission Process Pre Application Report Upon receipt of a completed Pre Application Report Request and a non refundable processing fee of 300 Distribution Provider shall provide pre application data described in 24 Revised Rule 21 Tariff this section within ten 10 Business Days of receipt The Pre Application Report Request shall include a proposed Point of Interconnection generation technology and fuel source The proposed Point of Interconnection shall be defined by latitude and longitude site map street address utility equipment number e g pole number meter number account number or some combination of the above sufficient to clearly identify the location of the point of interconnection The Pre Application Report will inclu
439. waiver or a waiver with respect to any other failure to comply with any other obligation right duty of this Agreement Termination or default of this Agreement for any reason by Interconnection Customer shall not constitute a waiver of the Interconnection Customer s legal rights to obtain an interconnection from the Distribution Provider Any waiver of this Agreement shall if requested be provided in writing 12 5 Entire Agreement This Agreement including all Attachments and any incorporated tariffs or Rules constitutes the entire agreement between the Parties with reference to the subject matter hereof and supersedes all prior and contemporaneous understandings or agreements oral or written between the Parties with respect to the subject matter of this Agreement There are no other agreements representations warranties or covenants which constitute any part of the consideration for or any condition to either Party s compliance with its obligations under this Agreement 12 6 Multiple Counterparts This Agreement may be executed in two or more counterparts each of which is deemed an original but all constitute one and the same instrument 12 7 No Partnership This Agreement shall not be interpreted or construed to create an association joint venture agency relationship or partnership between the Parties or to impose any partnership obligation or partnership liability upon either Party Neither Party shall have Page 19 of 34
440. with the Federal Energy Regulatory Commission Following Commission approval of this Settlement Agreement the IOUs shall seek Federal Energy Regulatory Commission FERC approval of any necessary changes to their respective FERC approved wholesale distribution access tariffs to accommodate Revised Rule 21 Tariff applicants that are studied in the transmission cluster study process and choose a Commission jurisdictional interconnection agreement The Settling Parties shall support or not file any pleadings or administrative challenges objecting to the IOUs FERC filings G Reporting and Accountability 1 Commission Staff has committed to working with the IOUs and the Settling Parties to develop IOU reporting requirements based on the Revised Rule 21 Tariff Commission Staff has committed to submitting a reporting requirements proposal in the OIR Reporting Proposal 2 The Reporting Proposal shall include at a minimum reporting of the engineering and review data as set forth in Attachment C 3 The Reporting Proposal shall require that reports are filed by the IOUs on a quarterly basis starting with the end of the first full regular quarter after the Revised Rule 21 Tariff is adopted that the reports are fully public and that the IOUs shall produce the reports using a common Excel template 4 The IOUs shall designate a Rule 21 Interconnection Ombudsman with the authority to resolve missed deadline disputes on an inf
441. worked Secondary Systems 1 If a Generating Facility is proposed with Inadvertent Export additional Protective Functions and equipment to detect Distribution or Transmission System faults per Distribution Providers standard practices may be required over and above the basic Protective Functions and equipment associated with the four options in the Export Screen Protective Functions may include but are not limited to directional overcurrent voltage restraint overcurrent Protective Functions for line to line fault detection and overcurrent overvoltage Protective Functions for line to ground detection The addition of a ground bank or ground detector may also be necessary 2 The effect on equipment ratings can be mitigated by limiting the amount of inadvertent export allowed To a large degree Voltage Regulation may be similarly handled The amount of Inadvertent Export is dependent on specific Distribution Provider requirements and should be limited to the lesser of the following values a 50 of the Generating Facility Capacity or b 10 of the continuous conductor rating in watts at 0 9 power factor for the lowest rated feeder conductor upstream of the GF i e 200kW 12kV or c 110 of the largest load block in the facility or d 500kW or some other maximum level indicated by Distribution Provider 102 3 Revised Rule 21 Tariff To govern this quantity a reverse power Protective Function will be provided to trip the con
442. y Each Party s liability to the other Party for any loss cost claim injury liability or expense including reasonable attorney s fees relating to or arising from any act or omission in its performance of this Agreement shall be limited to the amount of direct damage actually incurred In no event shall either Party be liable to the other Party for any indirect special consequential or punitive damages except as authorized by this Agreement 7 3 Indemnity 7 3 1 This provision protects each Party from liability incurred to third parties as a result of carrying out the provisions of this Agreement Liability under this provision is exempt from the general limitations on liability found in article 7 2 7 3 2 The Parties shall at all times indemnify defend and hold the other Party harmless from any and all damages losses claims including claims and actions relating to injury to or death of any person or damage to property demand suits recoveries costs and expenses court costs attorney fees and all other obligations by or to Page 13 of 34 Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 7 4 7 5 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process third parties arising out of or resulting from the other Party s action or failure to meet its obligations under this Agreement on behalf of the indemnifying Party exce
443. y Except as provided in article 7 6 2 the defaulting Party shall have 60 calendar days from receipt of the Default notice within which to cure such Default provided however if such Default is not capable of cure within 60 calendar days the defaulting Party shall commence such cure within 20 calendar days after notice and continuously and diligently complete such cure within six months from receipt of the Default notice and if cured within such time the Default specified in such notice shall cease to exist If a Default is not cured as provided in this article or if a Default is not capable of being cured within the period provided for herein the non defaulting Party shall have the right to terminate this Agreement by written notice at any time until cure occurs and be relieved of any further obligation hereunder and whether or not that Party terminates this Agreement to recover from the defaulting Party all amounts due hereunder plus all other damages and remedies to which it is entitled at law or in equity The provisions of this article will survive termination of this Agreement Form 79 0000 Automated Document Preliminary Statement A Advice 0000 E April 2012 Rule 21 Generator Interconnection Agreement for Exporting Generating Facilities Interconnecting Under the Fast Track Process Article 8 Insurance 8 1 8 2 8 3 General Liability and Additional Insurance The Interconnection Customer shall at its own expense mainta
444. y basis or as otherwise agreed by the Parties The Interconnection Customer shall pay each bill within 30 calendar days of receipt or as otherwise agreed to by the Parties 6 1 2 Within three months of completing the construction and installation of the Distribution Provider s Interconnection Facilities and or Upgrades described in the Attachments to this Agreement the Distribution Provider shall provide the Interconnection Customer with a final accounting report of any difference between 1 the Interconnection Customer s cost responsibility for the actual cost of such facilities or Upgrades and 2 the Interconnection Customer s previous aggregate payments to the Distribution Provider for such facilities or Upgrades If the Interconnection Customer s cost responsibility exceeds its previous aggregate payments the Distribution Provider shall invoice the Interconnection Customer for the amount due and the Interconnection Customer shall make payment to the Distribution Provider within 30 calendar days If the Interconnection Customer s previous aggregate payments exceed its cost responsibility under this Agreement the Distribution Provider shall refund to the Interconnection Customer an amount equal to the difference within 30 calendar days of the final accounting report Milestones The Parties shall agree on milestones for which each Party is responsible and list them in Attachment 4 of this Agreement A Party s obligations under this provision
445. y capacity known to be already reflected in the minimum load data 69 Revised Rule 21 Tariff Note 5 NEM Generating Facilities with net export less than or equal to 500 kW that may flow across the Point of Common Coupling into Distribution Provider s Distribution or Transmission System will not be studied in the Transmission Cluster Study Process but may be studied under the Independent Study Process Significance Penetration of Generating Facility installations that does not result in power flow from the circuit back toward the substation will have a minimal impact on equipment loading operation and protection of the Distribution System b Screen O Power Quality and Voltage Tests In aggregate with existing generation on the line section a b c Can it be determined within the Supplemental Review that the voltage regulation on the line section can be maintained in compliance with Commission Rule 2 and or Conservation Voltage Regulation voltage requirements under all system conditions Can it be determined within the Supplemental Review that the voltage fluctuation is within acceptable limits as defined by IEEE 1453 or utility practice similar to IEEE1453 Can it be determined within the Supplemental Review that the harmonic levels meet IEEE 519 limits at the Point of Common Coupling PCC If yes to all of the above pass continue to Screen P If no to any of the above fail a quick review of the failure may d
446. y watts the minimum pickup setting assumes 5 amp and 120V CT PT secondary Apply nominal voltage with minimum current setting at zero 0 degrees phase angle in the trip direction Increase the current to pickup level Observe the relay s LCD or computer display indication of power values Note the indicated power level at which the relay trips The power indication should be within 2 of the expected power For relays with adjustable settings repeat this test at the midpoint and maximum settings Repeat at phase angles of 90 180 and 270 degrees and verify that the relay does not operate measured watts will be zero or negative Step 2 Leading Power Factor Test 96 Revised Rule 21 Tariff Apply rated voltage with a minimum pickup current setting calculated value for system application and apply a leading power factor load current in the non trip direction current lagging voltage by 135 degrees Increase the current to relay rated current and verify that the relay does not operate For relays with adjustable settings this test should be repeated at the minimum midpoint and maximum settings Step 3 Minimum Power Factor Test At nominal voltage and with the minimum pickup or ranges determined in Step 1 adjust the current phase angle to 84 or 276 degrees Increase the current level to pickup about 10 times higher than at 0 degrees and verify that the relay operates Repeat for phase angles of 90 180 and 270 degrees and ver
447. ystem shall be equipped with the following Protective Functions to sense abnormal conditions on Distribution Provider s Distribution or Transmission System and cause the Generating Facility to be automatically disconnected from Distribution Provider s Distribution or Transmission System or to prevent the Generating Facility from being connected to Distribution Provider s Distribution or Transmission System inappropriately 1 Over and under voltage trip functions and over and under frequency trip functions 2 A voltage and frequency sensing and time delay function to prevent the Generating Facility from energizing a de energized Distribution or Transmission System circuit and to prevent the Generating Facility from reconnecting with Distribution Provider s Distribution or Transmission System unless Distribution Provider s Distribution System service voltage and frequency is within the ANSI C84 1 1995 Table 1 Range B voltage Range of 106 volts to 127 volts on a 120 volt basis inclusive and a frequency range of 59 3 Hz to 60 5 Hz inclusive and are stable for at least 60 seconds and 3 A function to prevent the Generating Facility from contributing to the formation of an Unintended Island and cease to energize Distribution Provider s Distribution System within two seconds of the formation of an Unintended Island The Generating Facility shall cease to energize Distribution Provider s Distribution System for faults on Distributio
Download Pdf Manuals
Related Search