New resource implementation

Interconnection generation process

Find the guidelines, deliverables and activities needed during the final days of interconnection projects to successfully connect to the ISO grid.

Getting started

1) Determine how to start a project at the ISO

Using the resource list below, determine how you will submit your project request to the ISO.

Project types to be created through RIMS:

  • New resource implementation
  • Dynamic transfer (dynamic/pseudo-tie)
  • Qualifying facility conversions
  • Meter maintenance
  • Remote Intelligent Gateway (RIG) reconfiguration 
Use:

Scheduling Coordinator Metered Entity (SCME) projects created through NRI@caiso.com:

  • SCME Energy Imbalance Market (EIM) onboarding
  • SCME EIM updates
  • Existing resources converting from ISO Metered Entity (ISOME) to SCME
Use:

Distributed energy resource aggregate projects created through NRI@caiso.com:

  • Distributed Energy Resource Provider (DERP)
USE:

2) Review New Resource Implementation Guide

Follow the New Resource Implementation Guide to ensure a smooth transition from build to bid in the ISO markets.

3) Review New Resource Implementation Checklist

The New Resource Implementation Checklist provides requirements based on project type.

 

If you have questions, please submit either through the CIDI application or Contact us. If you have a project code, please include it (i.e. 19GEN1234) in the subject field in CIDI. If submitting your question(s) through Contact us, please select “Other” from the subject drop down and include the project code, if you have one, in the comment field.

Bucket system

The ISO "Bucket" system is derived from the Full Network Model Database Release schedule, and a generation project's estimated sync date or Qualifying Facility conversion date and specifies interconnection deliverable acceptance deadline dates. ISO review and approval requires 10 days from the time a generator owner submits a deliverable. If a deadline date is not met, document processing stops and a new implementation date must be established.

Bucket 1 – Full network model and forecast preparation

The following deliverables are required to create an ISO market Resource ID and to be modeled in the Full Network Model (FNM). These documents are essential for participation in ISO markets, plus documents to forecast and model the resource in ISO real-time and market systems. This is also the time to submit the necessary information for ISO forecasting (Eligible Intermittent Resources only). These bucket items must be submitted in advance of the bucket acceptance due dates.

Please refer to the Metering and telemetry webpage for metering documentation guidelines and the Remote Intelligent Gateway Details form.

Visit the Requesting access and certificates webpage for information on establishing connectivity to the Energy Communications Network (ECN) and the Connected Entity Service Guide.

Bucket 2 – Regulatory contracts and model testing information

Project owners must prepare and submit appropriate contracts for interconnection. Contact RegulatoryContracts@caiso.com for assistance with contract type selection and execution.

Please refer to the Contracts and Agreements webpage for related contracts.

Please refer to the Metering and Telemetry webpage for metering documentation guidelines.

Bucket 3 – Market preparation (30 days before sync)

These items are the most critical to reach the desired implementation date with the ISO. The Bucket 3 deliverables need careful consideration and planning. All Bucket 3 items are required and need to be accepted 30 days in advance of estimated Implementation date of the resource. Please refer to the New Resource Implementation Guide for further details on each specific document required.

  

  • Control and protection
    The Control and Protection documentation falls into two separate categories for upload into RIMS: 
  • ControlProtection should be used for relay settings.
  • ControlProtectionInverter should be used for the submittal of the Generating Facility Data - Attachment A to Appendix 1.

  

  

Bucket 4 – Trial operations approval (10 days before sync)

Trial operations testing includes preliminary validation of meter data. Buckets 1 through 4 deliverables must be completed and accepted in order to request to synchronize to the grid. This request can take up to 10 business days to complete. Metering and telemetry point-to-point testing must also be successfully completed. Final validation of metering and telemetry data will be conducted after synchronization using actual generation data.

Bucket 5 – Trial operations (1 day before sync)

The interconnection customer’s scheduling coordinator must contact ISO outage management 24 hrs. in advance of initial synchronization and again immediately before synchronization.

The scheduling coordinator must also contact the ISO real time generation scheduling desk for initial and all subsequent synchronization and testing. The Real-Time desk can fully or partially curtail trial operations at any time. 

The New Scheduling Coordinator and Resource Owner Reference Guide contains helpful information, links and resources to enable users to find what they need to successfully work with the California ISO to interconnect their resources to the grid and participate in the wholesale power market.

Bucket 6 – Commercial Operation Date (COD)

The ISO will issue a signed Certificate of Compliance (COC) following metering and telemetry validation with live test generation data and approval of all required documentation. This certificate must be issued before declaring a commercial operation date.

All buckets 1 through 5 and a Metering Site Verification Sheet (MSVS) must be received and accepted in order for the interconnection customer (IC) to request Commercial Operation Date (COD) or Commercial Operations for Market (COM). This request can take up to five business days to complete. The ISO will issue an email response containing the date the interconnection customer has completed the NRI process. Once this email is received, then the IC will need to complete the COD Declaration or COM Declaration and upload into RIMS with an effective date. Please review the NRI Guide for more detailed information on the COM/COD process.

You have reached the end of the new resource implementation process.

Related ISO Tariff and Business Practice Manuals

The California ISO operates under the terms and conditions of its FERC-approved tariff. Business practice manuals provide detailed rules, procedures and examples for the administration, operation, planning and accounting requirements of the ISO and the market that are consistent with the ISO tariff.

All new interconnection requests are subject to Tariff Appendix DD. Repower and modification requests are subject to Section 25 and Tariff Appendix DD. New interconnection requests are no longer accepted under Tariff Appendices S, U, W or Y.

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