New Resource Implementation

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1 New Resource Implementation Ron Olsen, Resource Management Engineer Marissa Arechavaleta, Resource Management Analyst Christina Weiler, Resource Management Specialist Shawna Warneke, Resource Management Specialist March 6, 2018

2 Objectives Review of requirements for the New Resource Implementation (NRI) process. Project naming Key items for success Resource Interconnection Management System (RIMS) New things coming in 2018! Page 2

3 Interconnection Process Map You are here For some interconnection customers (IC), such as distribution connected and QF resources, New Resource Implementation (NRI) will be the first point of contact at the ISO. New Resource Implementation ensures that a resource requirements are met before: Initial sync Commercial operations Qualified Facility and conversions Page 3

4 Getting Started The first step of the NRI process is to: Submit a Project Details Form through RIMS User Interface Submit it at least 7 months in advance of your estimated initial sync or Implementation date Your project will be assigned a NRI project code ie. 18GEN1234 The RIMS User Interface will be used for updating: Project Description Initial Sync, QF, or conversion date addresses (will receive project progress reports and will allow user to submit documentation to NRI) Etc Page 4

5 Model and Contracts Implementation Group MPAI EDAS MCI FNM NRI ERM EDAS Energy Data Acquisition Systems NRI New Resource Implementation MPAI Market Participant Asset Implementation FNM Full Network Model ERM Entity Resource Management Operations Energy Management Outage Planning Op Engineering Services Operational Readiness Congestion Rights Transmission Planning Meter Data Acquisition Short Term Forecasting Queue Management Regulatory Contract Management Page 5

6 Bucket Timeline Create NRI Project 3/6/18 3/16/18 6/22/18 9/5/18 9/25/18 10/4/18 Imple ment Date 10/5/18 COD Date 10/15/18 Page 6

7 FNM Bucket Requirements Bucket 1 Bucket 2 Bucket 3 Bucket 4 Interconnection Agreement Single Line Drawing Meter Configuration Worksheet Site Information Form for Solar Resources Final Generator Resource Data Template Scheduling Coordinator Selection Letter Interconnection Approval Letter from (PTO) Bucket 5 Three Line Drawing Remote Intelligent Gateway Details Form Communication Block Diagram Gen PSLF (Positive Sequence Load Flow Data) Topo Map for Solar Resources Meter Configuration Worksheet for SQMD Scheduling Coordinator Acceptance Letter Control and Protection Documentation CA Energy Commission Pre-certification 24/7 Contact Info form Bucket 6 Meter and Site Verification Sheet Meter Calculation to Point Of Receipt Document Final Control & Protection Documentation Generator Dynamic Model File Network Application Information Topo Map for Wind Resources Site Information Form for Wind Resources CPS Subscribers Agreement Energy Control Network Connectivity Participating Intermittent Resource Letter of Intent PTO Final COD Approval Letter COD Declaration Letter Page 7

8 Project Naming Validation When choosing Project Name- Section 5.2 of the BPM for Generator Interconnection and Deliverability Allocation Procedures (GIDAP) contains the project naming guidelines to follow Name Validation Process within NRI Automated validation of the project name will occur at project creation in RIMS 3 rd Party- Word for word Comparison 2-Party- there is no like for like code, manual validation If project does not meet guidelines and pass validation the project will have to be cancelled and create new one. Page 8

9 Tips for success- NRI document submission Review the NRI Guide and Checklist Start the NRI Process early and submit documents well before bucket due dates Include your project code i.e.18gen1234 in your file names User must be provisioned by UAA before uploading files in RIMS Follow the file naming convention in the NRI Guide Please read the responses from NRI or visit the RIMS user interface for updates Page 9

10 Resource Interconnection Management System (RIMS) New Application NRI process is not changing Requirements, notifications, etc. Day to day interaction within the NRI process is changing New NRI project code creation will be through the RIMS public web interface RIMS Registration Code Upload Project Details Form (V10) Project Naming standards must be met NRI Project Code (18GEN1234) Page 10

11 What to know about RIMS Access to an NRI project code will need authority from a User Access Administrator (UAA) RIMS User will be given access by a UAA RIMS User has the ability to Receive FNM progress reports Upload files Edit project details Authorized Contacts has the ability to Only receive FNM progress reports Page 11

12 What to know about RIMS Project details form is only used once, after that the User Interface (UI) is used to make updates to the project Implementation date, authorized contacts, project description, etc. No more ing NRI with bucket file submissions File submission will be uploaded through the RIMS UI Access hyperlink for all Accepted bucket items Bucket timeline will be strictly enforced when documents are uploaded to RIMS Page 12

13 What to know about RIMS Interconnection Customers will use the web interface to request sync, Conversion completion, COM, COD etc. Request is enabled once requirements fulfilled Monitor the approval process for your request Page 13

14 RIMS Key features for customers Less s Ability to see everything that the current FNM report provides in real time Business unit sign off progress in real time Document review Sync, COD, COM, Completion Requests Hyperlink to access project documents Page 14

15 RIMS Transition Period Transition period of 5-7 days to transition data from current application to the new RIMS application During this time the following will not be accepted: No new projects No document submittals No new Sync/COD/COM/Conversion Requests Once dates and details are finalized you will be notified Market notice notification NRI notification Page 15

16 RIMS 5 Generation Module Webinar When: Tentatively scheduled Who: Anyone that submits project and/or files that are associated with NRI projects How: No need to sign up, call-in details on the ISO calendar Questions: CustomerTraining@caiso.com Page 16

17 New things to come Paperless DocuSign Pre-Filled Data package export Includes metering, PGA/MSA contracts, ECN & CPS agreements, SC letters New project details form, V10 External MPAI Guide Page 17

18 Resources NRI Checklist, Guide and Energy Storage Technical Bulletin New Resource Implementation webpage: NRI Checklist: NRI Guide: Project Details Form: Page 18

19 Thank you! If you have any further questions regarding the NRI process, please send them to Page 19