Skip Ribbon Commands
Skip to main content
Sign In
Home > Participate > New Resource Implementation

New Resource Implementation process and requirements

This webpage contains the guidelines, deliverables and activities needed during the final 203 days of interconnection projects to successfully complete resource interconnection to the ISO grid.​


Getting started​

 Determine the project path based on project type to create your new resource interconnection project code

​RIMS
Wind QF
Wind/Wind Repower
Existing QF
Solar
Conventional
Dynamic
Non-Generation Resource/Load
Pseudo Generator
Meter Replacement
RIG Reconfiguration

Use:

RIMS Quick Start Guide

RIMS Project Details Form

New Resource Implementation
Distributed Energy Resource
Aggregated Provider
Existing EIM or Existing Resource
Converting to Scheduling Coordinator
Proxy Demand Response

Use:

New Resource Implementation Quick Start Guide

Project Details Form

 Review New Resource Implementation Guide

Follow the guide to ensure a smooth transition from build to bid in the ISO markets


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

Once your project is created any inquiries can be sent to NRI@caiso.com.  Please include the ISO project code in the email subject line.


Bucket system​

The ISO "Bucket" system is derived from the generation project estimated Sync/Implementation 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.

 New Resource Interconnection Buckets

 Planning - 203 days before sync

  • Bucket 1 – Full network model 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. These bucket items must be submitted in advance of the bucket acceptance due dates.

 Implementation - 105 days before sync

  • Bucket 2 – Regulatory contracts, model testing and forecasting information
    Bucket 2 is the time to get the regulatory contracts started. Project owners must prepare and submit the appropriate regulatory contacts. Contact Regulatory Contracts@caiso.com for assistance with contract type selection and execution. This is also the time to submit the necessary information for ISO forecasting (Eligible Intermittent Resources only).
    • Regulatory contracts
    • Forecasting information

 Validation - 30 days before sync

  • Bucket 3 – Market preparation
    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 the 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.
    • Resource entity management - generator resource data templates (GRDT)
      The Scheduling Coordinator must review and submit the final version of the Generator Resource Data Template (GRDT) on behalf of the legal owner/developer.
    • Scheduling Coordinator selection and acceptance letters
      The effective date in each letter must match and letters must be submitted no less than 30 days before the effective date. The Scheduling Coordinator association cannot be completed until Meter Service Agreement and applicable Participating Generator Agreement are fully executed and final Generator Resource Data Template is approved by NRI.
    • Metering and Telemetry
    • RIG engineering
      Agreements and certificate requests must be submitted to the ISO before starting telemetry testing. Project owners must submit a Device Certificate Request Form (ARRF) with the Certificate Signing Request (CSR) file to Certificate Requests. Please allow 10 business days for review and approvals.

 Trial operations approval - 10 days before sync

  • Bucket 4 – Trial operations approval
    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.

 Trial operations - 1 day before sync

  • Bucket 5 – Trial operations
    The interconnection customer’s scheduling coordinator must contact ISO outage management 24 hrs. in advance of initial synchronization and again immediately before synchronization at the following numbers:
    Ops Planning North: 916-351-2206
    Ops Planning South: 916-351-2215
    The SC must also contact the ISO real time generation desk at 916-351-2488 for initial and all subsequent synchronization and testing. The Real Time desk can fully or partially curtail trial operations at any time.

 Commercial operation

  • Bucket 6 – Commercial Operation Date (COD)
    The ISO will issue a signed 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 Bucket 1 through 5 and MSVS must be received and accepted in order for the IC can request COD or COM. This Request can take up to 5 business days to complete. The ISO will issue an email response containing the date the interconnection customer is complete with 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.
    • Commercial operation letter templates
 You have reached the end of the new resource interconnection process.