0. Interconnection Process (Afternoon Detailed Session)
4/20/2017 1:35 PM
Interconnection Process (Afternoon Detailed Session)
Attorney/Client Privilege DRAFT

1. Topics to Cover Interconnection Process Overview
Application Timing and Completeness
Technical Scoping Meeting
Study Process
Interconnection Agreement
Project Implementation
Deliverability
References

2. Overview of Wholesale Generation Interconnection Process
4/20/2017 1:35 PM
Overview of Wholesale Generation Interconnection Process
Application
Processing
Technical
Scoping
Meeting
Technical
Studies
Interconnection
Agreement
Project
Implementation
Transmission Interconnections
Governed by California Independent System Operator Corporation (CAISO) Tariff
PG&E’s transmission interconnections are for 60 kV and higher
All applications must be submitted to the CAISO
These slides are per CAISO Tariff which is subject to the CAISO
Distribution Interconnections
Governed by PG&E’s Wholesale Distribution Tariff (WDT)
PG&E’s distribution voltage level is defined as facilities operating below 60 kV
All applications must be submitted to PG&E
These slides assume FERC approval of the proposed WDT to be filed in February 2011
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3. Application Processing Timeline
4/20/2017 1:35 PM
Application Processing Timeline
Application
Processing
Technical
Scoping
Meeting
Technical
Studies
Interconnection
Agreement
Project
Implementation
Application Process Milestone
Duration
Responsible Party
Application Submission
Clock Start
Customer
Application Deemed Complete or Notice of Outstanding Items
10 Business Days (BD)
PG&E or CAISO*
Customer to provide outstanding items or request extension
10 BD
Customer to provide outstanding items if extension requested
20 BD**
Application Deemed Complete
* Subject to CAISO ** PG&E Extension Business Rule
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4. What is in a complete application?
4/20/2017 1:35 PM
What is in a complete application?
Application
Processing
Technical
Scoping
Meeting
Technical
Studies
Interconnection
Agreement
Project
Implementation
Transmission Interconnections
Completed Application
Site Plan Diagram
Single Line Diagram
Application Fee
Site Control or
In-Lieu Financial Security
Distribution Interconnections
Completed Application
Site Plan Diagram
Single Line Diagram
Application Fee
Site Control
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5. PG&E Application
Note this application is a DRAFT form

6. PG&E Application Note this application is a DRAFT form
The Application must be completed in its entirety
Point of Interconnection must be identified
Commercial Operation Date must be identified

7. PG&E Application Site Control Requirements must be met
Note this application is a DRAFT form
Site Control Requirements must be met

8. Attachment A Generating Facility Data
Section
Content
Applies to 1
General Directions
All 2
Generating Facility Information 3
Synchronous Generator – General Information
Synchronous 4
Excitation System Information
Non-Inverter 5
Power System Stabilizer Information
Synchronous >30MVA 6
Turbine-Governor Information
Turbine 7
Induction Generator Data
Induction 8
Generator Short Circuit Data 9
Step-Up Transformer Data 10
Interconnection Facilities Line Data 11
Wind Generators
Wind 12
Load Flow and Dynamic Models
All*
* Typically applies to Transmission

9. Scoping Meeting Purpose
4/20/2017 1:35 PM
Scoping Meeting Purpose
Application
Processing
Technical
Scoping
Meeting
Technical
Studies
Interconnection
Agreement
Project
Implementation
Scoping Meeting is designed to provide the Interconnection Customer:
Ensure common understanding of Interconnection Customer’s project
Ensure understanding of Generator Interconnection Procedure
Come to agreement on Point of Interconnection and generator size
PG&E will provide technical system details, limitations, and queued ahead projects
PG&E will advise regarding which process Interconnection Customer qualifies for and study to be conducted
Next Steps
5 Business Days after Scoping Meeting, the Developer must:
Provide confirmation on the Point of Interconnection
Provide confirmation on Generator Size
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10. Scope of Studies Technical Studies Technical Application Scoping
4/20/2017 1:35 PM
Scope of Studies
Application
Processing
Technical
Scoping
Meeting
Technical
Studies
Interconnection
Agreement
Project
Implementation
Technical Studies are intended to provide:
Impact of generation on PG&E’s electric system
Scope of Capital Improvements to PG&E’s electric system to ensure the safety, reliability, and integrity of the grid:
-Interconnection Facilities
Generator Specific facilities required for interconnection
-Distribution Upgrades
Upgrades to the Distribution System triggered by Generator or Cluster
-Network Upgrades
Upgrades to the Network (CAISO Controlled Grid) triggered by Generator or Cluster
Cost Estimate for Scope of Capital Improvements Required and Schedule
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11. Project Implementation
Study Results +
Technical Studies
Contract
Project Implementation
Cost Estimate
Accuracy
Supplemental Review
System Impact Study
Phase 1 Study
Facilities Study
Phase 2 Study
Initial Review
Project
In-Service
Construction
Designs the job and estimates the job with a +/- 10% Accuracy
Provides a detailed Scope of Work.
Provides the Customer +/- 25% Accuracy
Provides a Scope of Work.
Provides the Customer +/- 50% Accuracy
Provides a Rough Scope of Work
Determines acceptance of Fast Track Process -

12. Interconnection Study Processes
4/20/2017 1:35 PM
Interconnection Study Processes
Fast Track
Initial and Supplemental Review
2 MW on 12kV and 3 MW on 21 kV and 5 MW on higher voltages
Fast Track Screens
Electrical Independence Screens
Commercial Operation Date Screen (CAISO)
No MW limit
Financial security requirements
Independent Study
Process
System Impact and Facilities Study
Cluster Study
Default process, no MW limit
One annual study
Financial security requirements
Phase I and II Studies
All processes may apply for full capacity. Deliverability assessment will be conducted by CAISO in CAISO’s cluster process.
PG&E plans on filing a reformed Wholesale Distribution Tariff at the end of Feb seeking approval for a March 1 effective date. These slides assume acceptance by FERC.
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13. Fast Track Distribution Transmission Tariff Section 2 Section 5
4/20/2017 1:35 PM
Fast Track
Distribution
Transmission
Tariff
Section 2
Section 5
Applicability
Must Pass Screens
MW Limit
5MW, Rule of Thumb -
3MW on 21kV
2MW on 12kV
5MW
Application Fee
$1000 (includes Initial Review)
$500
Study
Distribution Timing
Distribution Fee
Transmission Timing
Transmission Fee
Initial Review
10 BD
Included
15 BD
$1000
Supplemental Review
20 BD
Estimated Fee
BD – Business Day
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14. Independent Study Process
4/20/2017 1:35 PM
Independent Study Process
Distribution
Transmission
Tariff
Section 3
Section 4
Applicability
Electrical Independence Test
Electrical Independence Test & Commercial Operation Date Test
MW Limit
No Limit (corrected from Conference handouts)
Application Fee
$2000
$50k plus $1k/MW (max $250k)
Study
Distribution Timing
Distribution Fee
Transmission Timing
Transmission Fee
System Impact Study
60 BD
Estimated Fee
90 BD
Included
Facilities Study
Facilities Study begins when Initial Posting is made
BD – Business Day, CD – Calendar Day
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15. Cluster Study Process Distribution Transmission Tariff Section 4
4/20/2017 1:35 PM
Cluster Study Process
Distribution
Transmission
Tariff
Section 4
Section 6 & 7
Applicability
Default
Cluster Window
March 1-31
Application Fee
$50k plus $1k/MW
(max $250k)
Study
Distribution Timing
Distribution Fee
Transmission Timing
Transmission Fee
Study Start
Phase I
134 CD
Included
Jun 1
Phase II
196 CD
Jan 1
BD – Business Day, CD – Calendar Day
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16. Financial Security Postings
4/20/2017 1:35 PM
Financial Security Postings
Posting Number
Posting Type
Posting Amount
Timing
Phase
Initial
Interconnection Facilities and Distribution Upgrades
20%
30 CD WDT
60 CD CAISO
90 CD
After System Impact Study (SIS)
After Phase I
Network Upgrades
15% or $20k/MW or $7.5M (>20MW)
Second
30%
120 CD
180 CD
After Facilities Study
After Phase II
30% or $1M (<20MW) or $15M (>20MW)
Third
100%
On or before the start of construction
After IA
(acquisition of permits)
BD – Business Day, CD – Calendar Day
Attorney/Client Privilege DRAFT

17. Interconnection Agreement (IA)
4/20/2017 1:35 PM
Interconnection Agreement (IA)
Application
Processing
Technical
Scoping
Meeting
Technical
Studies
Interconnection
Agreement
Project
Implementation
Small Generator Interconnection Agreement (SGIA) – 20MW or less
Large Generator Interconnection Agreement (LGIA) – greater than 20 MW
CAISO GIA is a three-party Agreement between CAISO, PG&E, and Interconnection Customer
IA Process Milestone
Duration
Responsible Party
Tender IA after Phase II or Facilities Study*
30 CD
PG&E or CAISO**
Tender IA after Initial or Supplemental Review (Fast Track)
15 BD
Respond to Draft
All parties
PG&E or CAISO to issue executable IA
IA execution
* Tariff timing regarding tendering an Interconnection Agreement post Facilities Study not identified
** Subject to CAISO
BD – Business Day, CD – Calendar Day
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18. Project Implementation
4/20/2017 1:35 PM
Project Implementation
Application
Processing
Technical
Scoping
Meeting
Technical
Studies
Interconnection
Agreement
Project
Implementation
Post Interconnection Agreement, PG&E and Interconnection Customer should be engineering and designing, procuring, and constructing the electrical interconnection
PG&E will be engineering the Capital Improvements as agreed upon in the Interconnection Agreement
Interconnection Customer will be engineering the electrical system on the Interconnection Customer’s side of the meter and any upgrades that will be applicant built and deeded
Post EPC, PG&E, CAISO (if applicable), Interconnection Customer will coordinate a pre-parallel inspection and commissioning to achieve Commercial Operation.
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19. PG&E will provide guidance prior to the upcoming Cluster.
Deliverability
RA deliverability? What is it?
How do you get it?
Timing?
Participants are required to apply for CAISO deliverability studies to qualify for providing Resource Adequacy
PG&E and Socal Edison and CAISO are currently developing the process to allow WDT projects to obtain Resource Adequacy.
PG&E will provide guidance prior to the upcoming Cluster.

20. Interconnection Resources
PG&E Wholesale Generator Interconnections Website:
for Interconnection Website:
Please check PG&E’s Wholesale Generator Interconnection Website March 1 for new application forms and filed tariff.
CAISO:
Or via select “Solar PV PPA Program RFO”.

21. Appendix: Distribution Schedule Summary
4/20/2017 1:35 PM
Appendix: Distribution Schedule Summary
These diagrams are for estimating purposes. It assumes immediate response from Customer.
Fast Track Process
Independent Study Process
Cluster Process
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22. Appendix: Transmission Schedule Summary
4/20/2017 1:35 PM
Appendix: Transmission Schedule Summary
These diagrams are for estimating purposes. It assumes immediate response from Customer.
Fast Track Process
Independent Study Process
Cluster Process
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