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Business Practice Manual Change Management

6.1.5.1.        Notifying the CAISO and Affected Participating TO(s); Study Process
Once an Interconnection Customer has entered the neighboring system operator's interconnection process and if it appears that there could be reliability impacts on the CAISO Controlled Grid, the CAISO and affected Participating TO(s) should be notified by the neighboring system operator so that study data can be exchanged and studies coordinated.

In addition, Interconnection Customers in the neighboring system, once apprised of possible impacts on the CAISO or the interconnecting Participating TO, should take reasonable steps to contact the CAISO and affected Participating TO(s) and enter into a study agreement with the Participating TO to identify reliability system impacts.  During the study process, the CAISO and Participating TO will seek to work with the neighboring system and coordinate study schedules with the neighboring systems, if practicable, to which the generation project seeks to interconnect to evaluate cost effective and efficient mitigation solutions for reliability impacts on the CAISO Controlled Grid.  The CAISO will review and concur with impact studies prepared by the Participating TO.  If requested by the generation project owner or the neighboring system operator, the CAISO will review impact studies prepared by the neighboring system operator.

6.1.5.1         Notifying the CAISO and affected Participating TO(s) for a study
Transmission system operators should inform generation developers when a project's interconnection may impact the reliability of the CAISO Controlled Grid. As described below, the developer must then notify the CAISO and affected Participating TO by submitting an affected system interconnection request.

The generation developer will enter into a study agreement with the CAISO to identify reliability system impacts on the CAISO Controlled Grid.  The CAISO and affected Participating TO will seek to work with the interconnecting transmission system operator of to coordinate study scopes and schedules, if practical. The CAISO will review the studies prepared by the affected Participating TO(s).  If requested by the generation developer or the transmission system operator, the CAISO will review impact studies prepared by the interconnecting transmission system operator.

To initiate the CAISO as an affected system, the generation developer will provide the following to the CAISO:

• Completed CAISO as an Affected System Interconnection Request (add link)
• Completed Generating Facility Data form (add link).
• $75,000 study deposit

Once the CAISO receives and deems complete the items listed above, the CAISO will tender a CAISO as an Affected System Study Agreement (CASSA) to be executed by the generation developer.  The CAISO and affected Participating TO will review the submitted documents to ensure they contain sufficient and accurate information required to commence a study.  The CAISO will coordinate a scoping meeting among the generation developer, CAISO, affected Participating TO(s), and interconnecting transmission system operator (if available).  The CAISO will send a study plan to the generation project developer following the meeting outlining study scope, estimated cost, and estimated timeline.  The generation developer will pay the actual costs of the study. Any unspent study funds collected will be refunded, and any expenses in excess of the study deposit will be invoiced on a timely basis.

The CAISO will arrange a study results meeting within 30 days issuing the affected system report.  The study results meeting will include the generation developer, CAISO, affected Participating TO(s), and interconnecting transmission system operator (if available).

Following the results meeting, the affected Participating TO will tender a draft transmission system upgrade and construction agreement for the construction of and payment for any upgrades required on the CAISO Controlled Grid identified in the study. The generation developer, affected Participating TO(s), and CAISO will negotiate the terms, execute the agreement, and file or report it to the appropriate regulatory authority.

​Upating section to include process details and links to associated documents.