Generation and Transmission Interconnection Facility Construction

Transcription

1 PJM Manual 14C Generatin and Transmissin Intercnnectin Facility Cnstructin Revisin: 05 Effective Date: 04/01/2008 Prepared by Pwer System Crdinatin Department Reliability Integratin Divisin PJM 2008 Revisin 05, Effective Date: 04/01/2008 1

2 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Table f Exhibits PJM Manual 14C Generatin and Transmissin Intercnnectin Facility Cnstructin Table f Cntents Table f Cntents... ii Table f Exhibits... iv Apprval... 1 Current Revisin... 1 Intrductin... 3 ABOUT PJM MANUALS...3 ABOUT THIS MANUAL...3 Intended Audience... 3 References... 4 USING THIS MANUAL...4 What Yu Will Find In This Manual... 4 Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / ICSA) Implementatin Phase Management... 5 OVERVIEW...5 ISA / ICSA IMPLEMENTATION PHASE WORK BREAKDOWN STRUCTURE (WBS)...5 Applicatin t Reginal Transmissin Expansin Plan (RTEP) Prjects... 6 Large Generatin Resurces / Small Generatin Resurces... 7 Transmissin Owner Facilities... 7 Attachment Facilities... 7 Netwrk Upgrades... 8 Baseline Upgrades and Transmissin Owner Identified Upgrades... 9 Custmer Facilities... 9 Generatr Markets and Operatins ISA/ICSA IMPLEMENTATION PHASE TEAM ROLE CLARITY...12 Sectin 2: Intercnnectin Crdinatin Prject Cntrls OVERVIEW...18 SCHEDULES / MILESTONE TRACKING...18 Transmissin Owner Milestne Tracking: Custmer Facility Cnstructin Milestne Tracking: COST TRACKING...21 Transmissin Owner Cst Estimate Prjectin Tracking: PJM BILLING PROCESS...22 ISA / ICSA SCOPE CHANGE PROCESS...28 PROJECT MEETINGS...30 PROJECT SITE REVIEWS...30 OUTAGE COORDINATION...31 SUSPENDED PROJECTS...32 Revisin 05, Effective Date: 04/01/2008 ii

3 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Table f Cntents PROJECT COMMUNICATION, REPORTING AND DOCUMENTATION...33 Mnthly Status Reprts: Dcumentatin fr Prject Meetings: Ntice f Cmpletin: PJM Dcumentatin Required frm the Intercnnectin Custmer prir t Synchrnizatin: PJM DOCUMENTATION REQUIRED FROM THE TRANSMISSION OWNER PRIOR TO SYNCHRONIZATION:...34 GENERATOR AS-BUILT DATA REQUIREMENTS...34 DISPUTE RESOLUTION...35 PROJECT CLOSEOUT...35 Sectin 3: Technical and Cnstructin Requirements TRANSMISSION OWNER STANDARDS PJM WEBSITE...36 Need fr Intercnnectin Technical Requirements Applicatin f Intercnnectin Technical Requirements Technical Requirements n PJM website ( 37 CONSTRUCTION STANDARDS PJM WEBSITE...37 Need fr Cnstructin Standards Applicatin f ITO Cnstructin Standards Cnstructin Standards n PJM website ( 38 Sectin 4: Optin t Build OPTION TO BUILD...40 Attachment A: Transmissin Owner Standard Invice Frms Attachment B: ISA/ICSA Scpe Change Prcess Attachment C: Generatr As-Built Data Frm Attachment D: Ntificatin f Intent t Exercise Optin t Build Revisin Histry Revisin 05, Effective Date: 04/01/2008 iii

4 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Table f Exhibits Table f Exhibits Exhibit 1: ISA/ICSA Implementatin Phase Wrk Breakdwn Structure...6 Exhibit 2: Intercnnectin Prcess Team Rle Clarity Diagram...13 Exhibit 3: Transmissin Owner Standard Invice Frm Designatin Table...45 Exhibit 4: TO Standard Invice Frm D - Feasibility Studies and Impact Studies...46 Exhibit 5: TO Standard Invice Frm E - Facilities Studies (Attachment Facilities and Netwrk Upgrades)...47 Exhibit 6: TO Standard Invice Frm F - ISA/ICSA Detailed Design and Cnstructin (Attachment Facilities and Netwrk Upgrades)...48 Exhibit 7: Example f ISA/ICSA Phase Quarterly Cst Recnciliatin...49 Exhibit 8: ISA/ICSA Scpe Change Prcess Diagram...50 Exhibit 9: ISA/ICSA Scpe Change Frm...51 Revisin 05, Effective Date: 04/01/2008 iv

5 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Apprval and Current Revisin Apprval Date: 04/01/2008 Effective Date: 04/01/2008 Kenneth S. Seiler, Manager Pwer System Crdinatin Department Apprval Current Revisin Revisin 05 (04/01/2008) This dcument is the fifth revisin f the PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin (M-14C). There are many editrial changes thrughut this revisin that reflect the current PJM rganizatinal structure and OATT agreement naming cnventins. The fllwing is a summary f ther significant cntent revisins in the dcument that reflect current PJM OATT prvisins and PJM prcedures: Intrductin: Updated References sectin t reflect title change f Manual M14B. Sectin 1: Added Applicatin t Reginal Transmissin Expansin Plan (RTEP) sectin. Added Large Generatin Resurces / Small Generatin Resurces sectin. Updated Transmissin Owner Facilities sectin. Updated Netwrk Upgrades sectin. Added Baseline Upgrades and Transmissin Owner Identified Upgrades sectin. Updated Generatr Markets and Operatins / Participatin in PJM Markets sectin. ISA / ICSA Implementatin Phase Team Rle Clarity sectin updated entire sectin including updates t Exhibit 2 : Intercnnectin Prcess Team Rle Clarity Diagram t reflect current PJM rganizatinal structure. Sectin 2: Updated Schedule / Milestne Tracking sectin. Updated Transmissin Owner Milestne Tracking sectin. Updated Custmer Facility Cnstructin Milestne Tracking sectin. Updated Transmissin Owner Cst Estimate Prjectin Tracking sectin. Updated PJM Billing Prcess sectin. Minr edits t ISA / ICSA Scpe Change Prcess sectin. Minr edits t Prject Meetings sectin. Updated Prject Site Reviews sectin. Revisin 05, Effective Date: 04/01/2008 1

6 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Apprval and Current Revisin Added Suspended Prjects sectin. Minr edits t Prject Cmmunicatin, Reprting and Dcumentatin sectin. Added Dcumentatin Required by the Transmissin Owner prir t Synchrnizatin sectin. Updated Dispute Reslutin sectin. Updated Prject Clseut sectin. Sectin 3: Updated OATT references in Cnstructin Standards sectin. Sectin 4: Deleted Small Resurce Intercnnectin Crdinatin sectin in its entirety and replaced with new Optin t Build sectin. Small Resurce Intercnnectin Crdinatin is nw addressed in the mre brad Applicatin t Reginal Transmissin Expansin Plan (RTEP) sectin. Attachment A: Updated Exhibit 3: Transmissin Owner Standard Invice Frm Designatin Table. Deleted TO Standard Invice Frms A, B, and C; Revised Exhibit numbers. Attachment D: Added new Attachment D: Ntificatin f Intent t Exercise Optin t Build. Revisin 05, Effective Date: 04/01/2008 2

7 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Intrductin Intrductin Welcme t the PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin. In this Sectin yu will find: What yu can expect frm the PJM Manuals in general (see Abut PJM Manuals ). What yu can expect frm this PJM Manual (see Abut This Manual ). Hw t use this manual quickly and easily (see Using This Manual ). Abut PJM Manuals The PJM Manuals are the instructins, rules, prcedures, and guidelines established by the PJM OI fr the peratin, planning, and accunting requirements f the PJM RTO and the PJM Energy Market. The manuals are gruped under the fllwing categries: Transmissin PJM Energy Market Generatin and transmissin intercnnectin Reserve Accunting and Billing PJM administrative services Miscellaneus Fr a cmplete list f all PJM Manuals, g t and select Manuals under the Dcuments pull-dwn menu. Abut This Manual The PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin is ne f the family f PJM Prcedure manuals. This manual fcuses n the requirements fr intercnnecting generating surces under PJM s Reginal Transmissin Expansin Planning Prcess. This manual describes the varius studies and agreements required t cmplete the transmissin intercnnectin planning prcess. This PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin cnsists f fur sectins. These sectins are listed in the table f cntents beginning n page ii. Intended Audience The intended audiences fr this PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin are: Intercnnectin Custmers respective engineering, cnstructin and peratins staff, and cnsultants. Revisin 05, Effective Date: 04/01/2008 3

8 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Intrductin Transmissin Owners respective engineering and cnstructin staff and cnsultants. PJM Members. PJM Staff. References NOTE: The term Intercnnectin Custmer is used thrughut this dcument and is intended t refer t bth Generatin Intercnnectin Custmers and Merchant Transmissin Custmers. There are ther PJM dcuments that prvide bth backgrund and detail n ther tpics. PJM Manual fr Generatin and Transmissin Intercnnectin Prcess Overview (M-14A) PJM Manual fr Reginal Planning Prcess (M14B) PJM Manual fr Generatr Operatinal Requirements (M14D) PJM Manual fr Merchant Transmissin Specific Requirements (M14E) Using This Manual We believe that explaining cncepts is just as imprtant as presenting the prcedures. This philsphy is reflected in the way we rganize the material in this manual. We start each sectin with an verview. Then, we present details, prcedures r references t prcedures fund in ther PJM manuals.. What Yu Will Find In This Manual A table f cntents that lists tw levels f subheadings within each f the sectins An apprval page that lists the required apprvals and a brief utline f the current revisin Sectins cntaining the specific guidelines, requirements, r prcedures including PJM actins and PJM Member actins. Attachments that include additinal dcuments, frms, r tables that supprt this manual. A sectin at the end detailing all previus revisins f this PJM Manual Revisin 05, Effective Date: 04/01/2008 4

9 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / ICSA) Implementatin Phase Management Welcme t the Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / ICSA) Implementatin Phase Management sectin f the PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin. Overview PJM has taken steps required t mre effectively crdinate a prtfli f Generatin and Merchant Transmissin prjects. T supprt this effrt at the individual prject level, PJM s intent is t take a Prject Management Mdel apprach t the implementatin f the Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / ICSA) Implementatin Phase f the Generatr Intercnnectin Prjects. This sectin presents the Wrk Breakdwn Structure (WBS) fr the Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / ICSA) Implementatin Phase alng with descriptins f the varius majr activities and deliverables within each fcus categry. ISA / ICSA Implementatin Phase Wrk Breakdwn Structure (WBS) The cmplexities assciated with the Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / ICSA) Implementatin Phase f the Generatr Intercnnectin Prjects warrant a prject management mdel apprach, and an effective tl fr managing the activities and deliverables assciated with the prjects is a Wrk Breakdwn Structure (WBS). The WBS can be used as a fundatin fr crdinatin f nearly all ther aspects f the prjects. Fr example, prject schedules, cst estimates, prject dcumentatin and cmmunicatin frmats can all be derived frm the basic Wrk Breakdwn Structure. Exhibit 1 shws the WBS fr the ISA / ICSA Implementatin Phase. The majr categries f fcus in this phase are the Transmissin Owner Facilities, Generatr Facilities, and Generatr Markets and Operatins. The fllwing categry and sub-categry descriptins are prvided t explain the significance f each cmpnent f the WBS. Clearly, just abut every prject is different and requires a certain level f custmizatin t the specific nuances f the prject, but spelling ut majr activities in this manner prvides a baseline frm which PJM, the Transmissin Owners and the Intercnnectin Custmers can custmize frm there. Mrever, these majr activities can als be cnsidered as the minimum prject milestne activities (where applicable) that PJM is interested in tracking thrugh the ISA / ICSA Implementatin Phase life cycle. Revisin 05, Effective Date: 04/01/2008 5

10 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management Exhibit 1: ISA/ICSA Implementatin Phase Wrk Breakdwn Structure Applicatin t Reginal Transmissin Expansin Plan (RTEP) Prjects PJM Manual M14C is intended t apply t the engineering and cnstructin implementatin phase fr all types f RTEP prjects. The prject cntrls detailed herein are applicable t generatin intercnnectin prjects, Merchant Transmissin prjects, and Lng Term Firm Transmissin Service Requests, in additin t Baseline Upgrades and Transmissin Owner Identified upgrades. In additin, if cnstructin f facilities is required fr nn-jurisdictinal intercnnectins with executed Whlesale Market Participatin Agreements (WMPAs), the same prject cntrls utlined in this Manual M14C wuld apply if an ICSA is executed fr applicable cnstructin wrk required fr these nn-jurisdictinal prjects. The prject cntrls utlined in Manual M14C als apply t cases where an Interim ISA is executed and financial security is cllected by PJM fr the purpse f purchasing lng lead time equipment, r perfrming engineering and cnstructin wrk. Revisin 05, Effective Date: 04/01/2008 6

11 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management Large Generatin Resurces / Small Generatin Resurces PJM Manual M14B utlines the study phase prcess differences between Large Generatin Resurces (greater than 20MW) and Small Generatin Resurces (20MW r less). While there are distinct differences in the paths that these types f prjects take in the study prcess, nce the prjects mve int the implementatin phase, the same prject cntrls utlined in this Manual M14C generally apply t bth Large Generatin Resurces and Small Generatin Resurces. Transmissin Owner Facilities Transmissin Owner Facilities include all wrk related t the intercnnectin f the Custmer Facility t the transmissin grid. They include Attachment Facilities and Netwrk Upgrades. The wrk is typically perfrmed by the respective Transmissin Owners; Hwever, as detailed in the PJM Open Access Transmissin Tariff (OATT) and detailed later in this manual, an Intercnnectin Custmer may elect t exercise the Optin t Build alternative either during the ISA / CSA Executin Phase r at any reasnable time prir t 37 days after the ISA is executed. The Optin t Build alternative may be pursued by the Intercnnectin Custmer fr the cmpletin f the Attachment Facilities r the Netwrk Upgrades, r bth, depending n the circumstances. Attachment Facilities Attachment Facilities include all f the lcal transmissin system activities required t cnnect the Custmer Facility t the transmissin system. Attachment Facilities may typically include facilities fr radial cnnectins t transmissin systems such as verhead transmissin line wrk t pint(s) f intercnnectin, prtectin and cntrls, and metering activities required t supprt the Custmer Facility intercnnectin. The Attachment Facilities Activities are required t be cmpleted in rder fr the prject t achieve the milestne f Stage 1 Energizatin as defined by the PJM Tariff Att. P, App.2, Sect. 3.9A. This is the milestne in which the generatr is intercnnected with the transmissin system and backfeed pwer is available t the Custmer Facility fr testing and cmmissining. Real Estate, Siting, and Permitting Represents milestnes fr siting f facilities; acquisitin f critical land use, envirnmental, state and lcal permits, and acquisitin f real estate/right f way. Detailed Design Includes cmpletin f Attachment Facilities engineering and detailed design activities that were nt cmpleted in the Facilities Study Phase. Majr Material / Equipment Delivery Activity(s) that represent the duratin f the prcurement, fabricatin and delivery fr majr equipment and material assciated with the Attachment Facilities. Cnstructin and Testing Wrk Activity(s) that represent the duratin f the majr cnstructin and testing tasks related t the Attachment Facilities. This wuld include all pre-utage cnstructin and testing activities; hwever, interim utages may be required in sme cases. Revisin 05, Effective Date: 04/01/2008 7

12 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management Intercnnectin (Stage 1) Energizatin Reflects the transmissin utages required fr perfrming final cnnectins and testing activities, and represents the milestne f cmpleting the intercnnectin f the Generatr Facilities t the transmissin system. Netwrk Upgrades Netwrk Upgrades and their cst allcatin methdlgies are discussed in greater detail in PJM Manual M-14B, but they are defined as new r upgraded facilities required primarily t eliminate reliability criteria vilatins caused by prpsed generatin, merchant transmissin r lng term firm transmissin service requests, but can als include certain direct cnnectin facilities required t intercnnect prpsed generatin prjects. Netwrk Upgrades are identified n the basis f lad flw, shrt circuit, deliverability and stability analysis as part f the RTEP prcess, and can include breaker replacements r upgrades, new transfrmers r ther substatin equipment. Netwrk Upgrades can als include cnstructin f new transmissin lines, recnductring f transmissin lines between substatins, and intercnnectin switchyards. The OATT defines tw types f Netwrk Upgrades fr the purpse f establishing financial security requirements: Direct Cnnectin Netwrk Upgrades are Netwrk Upgrades which nly serve the Custmer Intercnnectin facility and have n impact n the Transmissin System until the final tie-in is cmplete. Nn-Direct Cnnectin Netwrk Upgrades are parallel flw Netwrk Upgrades that are nt Direct Cnnectin Netwrk Upgrades. Similarly, fr jurisdictinal generatin intercnnectins t a Transmissin Owner distributin system, the OATT differentiates between Direct Cnnectin Lcal Upgrades and Nn-Direct Cnnectin Lcal Upgrades. Fr any given prject there may be n Netwrk Upgrades r there may be a large number f Netwrk Upgrades required. PJM determines the required cmpletin dates fr Netwrk Upgrades in accrdance with Intercnnectin Custmer cmmercial peratin milestnes and with the RTEP analysis f Baseline and System Upgrades. PJM is interested in tracking each the fllwing majr activities fr all Netwrk Upgrades assciated with a generatin prject. Real Estate, Siting, and Permitting Represents milestnes fr siting f facilities; acquisitin f critical land use, envirnmental, state and lcal permits, and acquisitin f real estate/right f way. Detailed Design - Includes cmpletin f Netwrk Upgrade engineering and detailed design activities that were nt cmpleted in the Facilities Study Phase. Majr Material / Equipment Delivery - Activity(s) that represent the duratin f the prcurement, fabricatin and delivery fr majr equipment and material assciated with the Netwrk Upgrades. Cnstructin and Testing Wrk - Activity(s) that represent the duratin f the majr cnstructin and testing tasks related t the Netwrk Upgrades. This wuld include Revisin 05, Effective Date: 04/01/2008 8

13 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management all pre-utage cnstructin and testing activities; hwever, interim utages may be required in sme cases. Netwrk Upgrade Cmplete Represents the milestne f cmpleting the respective Netwrk Upgrades. PJM determines the required cmpletin dates fr Netwrk Upgrades in accrdance with Intercnnectin Custmer cmmercial peratin milestnes and the RTEP analysis f Baseline and System Upgrades. Baseline Upgrades and Transmissin Owner Identified Upgrades The PJM RTEP identifies baseline reliability upgrades and Transmissin Owner identified (TOI) upgrades that are defined as fllws: Baseline Upgrades are PJM upgrades primarily required t eliminate base-case reliability criteria vilatins but can als be driven by ther factrs such as ecnmic drivers, r prbabilistic spare transfrmer requirements. Transmissin Owner Initiated upgrades are prjects riginated by the Transmissin Owner that are nt driven by an applicable PJM criteria, and are used as inputs t the RTEP mdels. PJM Pwer System Crdinatin Department tracks cmpletin f milestnes fr baseline upgrades and TOIs that have been identified in the RTEP and apprved by the PJM Bard f Managers. Custmer Facilities PJM acknwledges that there is a brad range f infrmatin related t the cnstructin f specific generatr facilities. Hwever, the fllwing majr milestne activities are cmmn and applicable t mst Custmer Facility cnstructin prjects: Engineering and Design Engineering and Design activities related t the Generatr Facility Cnstructin. Majr Permits Represents milestnes fr acquisitin f critical land use, air, water and perating permits. Majr Equipment / Material Delivery Represents milestnes fr the delivery f majr critical path equipment and material (i.e. CTG s, STG s, majr piping, etc.) Majr Sitewrk Site preparatin fr Custmer Facility. Majr Fundatin Wrk Includes all majr fundatin wrk applicable t the generatr facility cnstructin. Intercnnectin Switchyard Cnstructin Includes cnstructin activities related t the intercnnectin switchyard, cnstructed by either the Intercnnectin Custmer r the Transmissin Owner. Generatr Leads Cnstructin - Includes the cnstructin activities related t the generatr leads frm the plant switchyard t the intercnnectin pint. Intercnnectin (Stage 1) Energizatin Reflects the transmissin utages required fr perfrming final cnnectins and testing activities, and represents the milestne Revisin 05, Effective Date: 04/01/2008 9

14 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management f cmpleting the intercnnectin f the Custmer Facilities t the transmissin system. Unit Cnstructin Includes the erectin f all majr Custmer Facility Equipment, including Cmbustin Turbines (1, 2, etc.), HRSGs, Steam Turbines, etc. Other Facility Cnstructin Other majr critical path Custmer Facility Cnstructin activities, including piping, gas and water cnnectins. Unit Cmmissining Represents the cmmissining perid fr each unit (1, 2, etc.), frm cmmissining testing t first fire (injectin f test energy), thrugh final unit synchrnizatin. Injectin f Test Energy - Subset f Unit Cmmissining, but an imprtant milestne fr PJM System Operatins in the analysis and scheduling f lad flws. Stage 2 Energizatin Capacity Status Granted Cmmercial Operatin target milestne fr each unit (1, 2, etc.). Generatr Markets and Operatins The Generatr Markets and Operatins sectin f the Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / ICSA) Implementatin Phase WBS includes the integratin f the Transmissin Owner Facilities and the Custmer Facility Cnstructin with the applicable PJM internal rganizatins that need t be engaged in rder t achieve all f the requirements prir t cmmercial peratin f the generating facility. These requirements are reviewed in greater detail in PJM Manual M-14D, but are summarized belw: Cntrl Center Integratin Includes all f the required generatr facility cntrl center crdinatin activities, including cmputer systems, facilities requirements, cntrl center cmmunicatins requirements, cntrl center staffing requirements. Vice Cmmunicatin Includes the integratin and crdinatin f generating facility vice, cmmunicatins and dispatch peratinal requirements. Data Exchange & Metering Energy Management System (EMS) mdeling, cmmunicatin and data exchange. PJM Net installatin prcess. SCADA requirements. Custmer metering and cmmunicatin devices. Revenue Metering Real time telemetry metering PJM Testing (verificatin f data exchange, n-line cmmunicatin). Revisin 05, Effective Date: 04/01/

15 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management Participatin in PJM Markets Crdinatin f marketing ptins. Reliability Pricing Mdel (RPM) integratin. Renewable Energy Credits crdinatin [ie. Generatr Attribute Tracking System (GATS) integratin]. Ancillary services. etls set-up and implementatin. Granting f capacity status t generating facility. Pre-Operatinal Requirements Data exchange testing. Training f Intercnnectin Custmer persnnel. System Operatins crdinatin Outage Crdinatin. Test energy injectin scheduling. Cmmercial Operatin. Crdinatin with PJM Dispatch. Custmer Operatins Dispatching f generatin. Intercnnectin Custmer switching requirements. Intercnnectin Custmer relaying requirements. Intercnnectin Custmer infrmatin and reprting requirements. Synchrnizatin and discnnectin prcedures. Revisin 05, Effective Date: 04/01/

16 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management ISA/ICSA Implementatin Phase Team Rle Clarity The ISA / ICSA Implementatin Phase Wrk Breakdwn Structure (WBS) defines the majr activities and deliverables in the ISA / ICSA Implementatin Phase. PJM believes that ne f the keys t effectively achieving the respective prject gals and milestnes is thrugh clearly defined rles between all parties thrughut the ISA / ICSA Implementatin Phase. Exhibit 2 is the Generatr Intercnnectin Prcess Implementatin Team Rle Clarity Diagram. The fcus f this manual is the ISA / ICSA Implementatin Phase and the diagram is accrdingly labeled M-14C (at the bttm f Exhibit 2). Revisin 05, Effective Date: 04/01/

17 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management Exhibit 2: Intercnnectin Prcess Team Rle Clarity Diagram Revisin 05, Effective Date: 04/01/

18 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement ISA / CSA) Implementatin Phase Management Fr the ISA / ICSA Implementatin Phase, the PJM Intercnnectin Crdinatin Prject Crdinatr (IC Prject Crdinatr) assumes the respnsibility t ensure that all f the activities, deliverables and milestnes n the ISA / ICSA Implementatin Phase WBS are achieved thrugh the facilitatin f all f an inter-rganizatinal team cnsisting f PJM, Transmissin Owner, and Intercnnectin Custmer persnnel. A critical pint in the success f this rle clarity mdel is the understanding f all team members that the PJM IC Prject Crdinatr is nt necessarily the party actually achieving the deliverables (i.e. perfrming the wrk), but the PJM IC Prject Crdinatr is the prject prgress mnitr, the crdinatr f key activities, and the facilitatr between the apprpriate parties n the ISA / ICSA Implementatin Phase team. Simply put, the PJM IC Prject Crdinatr serves as the single pint f cntact wh slicits the supprt f the respective team members in rder t effectively facilitate the reslutin f issues and crdinatin f the activities that are critical t meeting the prject milestnes. In rder t manage these respnsibilities acrss the entire PJM ftprint, the PJM IC Prject Crdinatr als has the supprt f a PJM prject team as detailed in Exhibit 2. Each Transmissin Owner territry has been assigned a respective IC Prject Crdinatr fr crdinatin f generatr intercnnectin prjects within that TO territry. The key respnsibilities that the PJM IC Prject Crdinatr implements with the supprt f the abvementined prject team are the fllwing: Facilitate the reslutin f scpe and technical issues. Crdinatin and facilitatin f prject meetings; establishment f methd fr fllwup dcumentatin. Prject Cntrls i.e. Prject Milestne Tracking, Cst Tracking. Facilitatin f Billing prcess between PJM Finance, Transmissin Owners and Intercnnectin Custmers. Crdinatin with PJM Internal Grups; Prject integratin required prir t Custmer Facility Cmmercial Operatin. System Operatins PJM Net / SCADA Installatin EMS Mdeling Vice Cmmunicatins Member Services - Client Managers Member Services - Training Market Settlements Real Time Telemetry / Revenue Metering etls Set-up and Implementatin Facilitating the reslutin f Cntractual / Tariff Issues, prject cnflicts, dispute reslutin. Revisin 05, Effective Date: 04/01/

19 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement ISA / CSA) Implementatin Phase Management Perfrms peridic cnstructin site reviews f Transmissin Owner Facilities and Custmer Facility Cnstructin sites t assess status f cnstructin and facilitate applicable prject issues. Prject Cmmunicatin External and PJM Internal cmmunicatin. The fllwing is a brief descriptin f the rles utlined n the ISA / ICSA Implementatin Phase sectin f the Rle Clarity Diagram, alng with the type f key interface activities the primary parties wuld typically crdinate with respect t the prject implementatin phase.. PJM Intercnnectin Planning Prject Manager: Prcesses intercnnectin requests, and interfaces directly with the Transmissin Owner and Intercnnectin Custmer technical teams as required t issue the Feasibility, Impact and Facilities Studies as required. Issues apprpriate agreements, and ensures that the agreements are executed within the timeframes established in the OATT (ie. study agreements, ISA/Interim ISA/ICSA/WMPA/UCSA). Prvides directin t team n cst allcatin issues and scpe revisins due t RTEP Plan re-tling if applicable. Issues amended Impact Studies, Facilities Studies, and ISAs/CSAs if required. Facilitates reslutin f study phase Transmissin Owner billing issues between PJM Finance, TO, and Intercnnectin Custmer. PJM Generatin Analysis Engineer(s): Prvides supprt fr PJM Intercnnectin Planning Prject Manager. PJM Intercnnectin Crdinatin (IC) Prject Crdinatr: Prvides supprt t the PJM team frm the ISA/Interim ISA/ICSA/WMPA executin phase thrugh cmmercial peratin f the Custmer Facility. Represents PJM Intercnnectin Crdinatin in prject status meetings and cnference calls fr all applicable Transmissin Owner and Custmer Facility activities. Perfrms site visits as apprpriate (see Prject Site Reviews sectin) fr TO and Custmer Facility cnstructin. Reviews mnthly updates frm the TO and Intercnnectin Custmers fr status f Baseline Upgrades, Attachment Facilities, Netwrk Upgrades, TOIs, and Intercnnectin Custmer facilities. Reviews all TO invices, including quarterly cst recnciliatins, and facilitates the reslutin f any billing issues. Facilitates the ISA/ICSA Scpe Change Prcess as apprpriate (See ISA/ICSA Scpe Change Prcess sectin). Supprts the integratin f RTEP prjects with PJM Operatins and Markets Departments thrugh utage crdinatin, mdel crdinatin and crdinatin f Markets interfaces. Revisin 05, Effective Date: 04/01/

20 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement ISA / CSA) Implementatin Phase Management Transmissin Owner: Interfaces regularly with PJM IC Prject Crdinatr n Transmissin Owner Facilities Issues. Prvides PJM IC Prject Crdinatr with ntice f critical prject status meetings and/r cnference calls and includes PJM IC Prject Crdinatr in these meetings as required. Prvides mnthly updates n schedule and csts t PJM IC Prject Crdinatr fr the fllwing (see Sectin 2 fr level f detail): Baseline Upgrades Attachment Facilities Netwrk Upgrades Transmissin Owner Identified Upgrades Intercnnectin Custmer: Prvides PJM IC Prject Crdinatr with mnthly prject status reprts indicating status f majr milestnes and highlighting any ther significant prject issues / cncerns. Prvides PJM IC Prject Crdinatr with updated cntact infrmatin fr Custmer Facility Cnstructin Manager and Plant Manager rles in rder t supprt apprpriate interfaces. Prvides PJM IC Prject Crdinatr with ntice f critical prject status meetings and/r cnference calls and includes PJM I IC Prject Crdinatr in these meetings as required. PJM Finance: PJM IC Prject Crdinatr facilitates reslutin f Intercnnectin Custmer depsit and Letter f Credit issues with PJM Finance and Intercnnectin Custmers. PJM IC Prject Crdinatr facilitates reslutin f Transmissin Owner billing issues between PJM Finance, TO, and Intercnnectin Custmer. PJM IC Prject Crdinatr facilitates final ISA cst recnciliatin between Intercnnectin Custmer and respective TO s. PJM Transmissin & Intercnnectin Planning Administratin: Prvides administrative supprt fr PJM IP Prject Manager and PJM IC Prject Crdinatr. PJM Legal Supprt: PJM IP Prject Manager and PJM IC Prject Crdinatr slicit legal cnsulting frm PJM Legal as required fr cntractual, tariff interpretatin f dispute reslutin issues. Revisin 05, Effective Date: 04/01/

21 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement ISA / CSA) Implementatin Phase Management PJM Internal Crdinatin (Refer t PJM Manual M-14D fr details): Operatins Planning Crdinatin f Custmer Facility naming cnventin issues, and system mdeling, and utage planning. System Operatins PJM Net Lng range and detailed utage crdinatin related t intercnnectin energizatin, netwrk upgrades, and Custmer Facility cmmercial peratin. Crdinatin f installatin and testing activities fr data link via PJM Net telecmmunicatins r alternate PJM apprved methd. EMS Mdel Crdinatin f Energy Management System (EMS) mdeling, database develpment and testing (required minimum 6 mnths prir t COD). Member Services Client Manager PJM IC Prject Crdinatr wrks with PJM Member Services Client Manager t ensure that all cmmercial agreements are in place with the Intercnnectin Custmer and all the apprpriate PJM internal crdinatin is perfrmed at required prir t cmmercial peratin. Member Services - Training PJM IC Prject Crdinatr wrks with PJM Member Services Training cntact t identify specific training requirements with Intercnnectin Custmer. Infrms Intercnnectin Custmer f available training curriculum r crdinates the need fr custmized training with PJM Training Department persnnel. Market Settlements Crdinatin f Market Settlements apprval f Intercnnectin Custmer revenue business plan, and set-up / implementatin f apprpriate e-tl accunts. Metering & Cmmunicatins Crdinatin f Metering Plan, PJM membership, applicatin fr e-tl accunts, definitin f real time data exchange pints list, agreement n cmmercial naming fr units, and installatin f revenue and real time telemetry metering at the Custmer Facility. Capacity Adequacy Crdinatin f the System Planning generatin capacity studies with regular updates f Intercnnectin Custmer in-service dates. Revisin 05, Effective Date: 04/01/

22 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Sectin 2: Intercnnectin Crdinatin Prject Cntrls Welcme t the Intercnnectin Crdinatin Prject Cntrls sectin f the PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin. In this sectin yu will find details related t the Prject Cntrls utilized by the ISA/ICSA Implementatin Phase Team. Overview PJM believes that, in additin t an understanding f the ISA / ICSA Implementatin Phase WBS and rle clarity, anther key cntributing factr in the achievement f the gals f the ISA / ICSA Implementatin Phase is the effective use f prject cntrls. This sectin f Manual M-14C prvides details abut the prject cntrls cncepts and tls that PJM, in the spirit f the PJM Tariff, will use t facilitate the cmpletin f the ISA / ICSA Implementatin Phase. The fllwing items are reviewed in this sectin: Schedules / Milestne Tracking Cst Tracking Transmissin Owner and Intercnnectin Custmer Billing Prcess Scpe Change Prcess Prject Meetings Prject Site Reviews Outage Crdinatin Prject Cmmunicatin Prject Reprting & Dcumentatin Generatr As-Built Data Dispute Reslutin Prject Clseut Schedules / Milestne Tracking With a large prtfli f RTEP prjects t crdinate, the accurate tracking f schedule milestnes fr bth Transmissin Owner (TO) facilities and Custmer Facility cnstructin milestnes is critical fr PJM t successfully crdinate nt nly the timely achievement f Intercnnectin Custmer prject gals, but als t effectively crdinate the entire RTEP. PJM tracks schedule milestnes fr TO Attachment Facilities and Netwrk Upgrades fr generatin and merchant transmissin prjects, TO baseline upgrades and TO identified upgrades, as well as Custmer Facility Cnstructin Milestnes. The RTEP is a dynamic system, and therefre PJM must rely n the supprt f Transmissin Owners and Intercnnectin Custmer t supply n a regular basis accurate schedule updates fr PJM t integrate int the RTEP databases. The minimum schedule infrmatin required by PJM Revisin 05, Effective Date: 04/01/

23 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls t be prvided n a mnthly basis frm Transmissin Owners and Intercnnectin Custmer is as fllws: Transmissin Owner Milestne Tracking: Attachment Facilities PJM Required Cmpletin Date Current Prjected Cmpletin Date Actual Cmpletin Date Current % Cmplete Netwrk Upgrades (r Lcal Upgrades) PJM Required Cmpletin Date Current Prjected Cmpletin Date Actual Cmpletin Date Current % Cmplete Baseline Upgrades: PJM Required Cmpletin Date Current Prjected Cmpletin Date Actual Cmpletin Date Current % Cmplete Transmissin Owner Identified Upgrades PJM Required Cmpletin Date (if applicable) Current Prjected Cmpletin Date Actual Cmpletin Date Current % Cmplete PJM prvides a standard Transmissin Owner milestne update list fr Transmissin Owners t supply the abve infrmatin: TO System Upgrades Milestne List Prvided t Transmissin Owners n a regular basis fr TOs t prvide updates. Includes a srting by Transmissin Owner frm the master RTEP System Upgrade spreadsheet fr all f the system upgrades related t each respective Transmissin Owner. Includes bth Baseline Upgrades, Netwrk Upgrades, and TO Identified Upgrades (by PJM Upgrade Number) related t Intercnnectin Custmer Prjects. TO Attachment Facilities Revisin 05, Effective Date: 04/01/

24 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Fr TO Attachment Facilities related t queued prjects, PJM uses input frm rutine prject status meetings and cmmunicatins with TOs and Intercnnectin Custmers t update the PJM database accrdingly. PJM will apply particular fcus n Stage 1 Energizatin (ie. backfeed pwer) target date, since this date is critical fr integratin f the prjects int PJM Markets and Operatins. By setting up the Transmissin Owner milestne infrmatin in this manner, PJM s intent is t prvide a cnvenient and standardized methd fr Transmissin Owners t prvide this data n a mnthly basis s that PJM can update its databases and perfrm any required analysis and linkage t the Generatr Facility Cnstructin Milestne infrmatin received frm the Intercnnectin Custmers. In additin, per the FERC Market Efficiency Order, PJM has established an RTEP transmissin prject website with updates based n milestne updates submitted by TO s. Therefre, Transmissin Owners shuld use the fllwing standardized guidelines fr assigning percent cmplete infrmatin t PJM: Engineering and Planning (EP) Status: 0% - 25% (includes engineering, detailed design, material prcurement, resurce planning) Under Cnstructin (UC) Status: 26% - 100% 26% - 90% - Cnstructin Activities 91% - 100% - Testing and Inspectin Nte: Netwrk Upgrades related t queued prjects that have been suspended are typically designated with the status: On Hld. Custmer Facility Cnstructin Milestne Tracking: OATT Attachment P Sectin 3.7 requires that each cnstructing entity issue status reprts n a mnthly basis regarding the status f cnstructin f Intercnnectin Facilities. PJM acknwledges that mst Custmer Facility Cnstructin schedules are unique t the respective prjects and there is a brad range f infrmatin that can be prvided. Rutine schedule milestne updates are required t be prvided t PJM frm Intercnnectin Custmers in their wn preferred custmized frmat (i.e. Micrsft Prject, P3, Excel spreadsheet, etc.). PJM is interested in summary level schedule updates frm Intercnnectin Custmers, but at a minimum, PJM requires the fllwing milestne infrmatin (Start Date / Cmpletin Date Targets with current individual summary activity % cmplete and verall % cmplete) t be prvided in the Intercnnectin Custmers mnthly updates: Engineering and Design Majr Equipment / Material Delivery Majr Sitewrk Majr Fundatin Wrk Intercnnectin Switchyard Cnstructin Generatr r transmissin intercnnectin leads Cnstructin Intercnnectin (Stage 1) Energizatin Revisin 05, Effective Date: 04/01/

25 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Unit Cnstructin Includes the erectin f all majr Generating Facility Equipment, including Cmbustin Turbines (1, 2, etc.), Steam Turbine Generatrs, etc. Other Facility Cnstructin Other majr critical path Generating Facility Cnstructin activities, including piping, gas and water cnnectins. Unit Cmmissining Represents the cmmissining perid fr each unit (1, 2, etc.), frm cmmissining testing t first fire (injectin f test energy), thrugh final unit synchrnizatin. Injectin f Test Energy Stage 2 Energizatin Cmmercial Operatin (fr capacity status r energy nly) target milestne fr each unit (1, 2, etc.). Cst Tracking Tracking f current estimated csts fr Transmissin Owner Attachment Facilities and System Upgrade activities is als critical fr PJM s facilitatin f the RTEP Plan. It is imprtant fr PJM (and the Intercnnectin Custmers) t be made aware f any majr changes in the current estimated csts at cmpletin fr Attachment Facilities activities during the curse f the life cycle f these activities - in a timely manner, rather than after the wrk is cmplete. It is als imprtant fr PJM t be prvided with regular cst prjectin updates n bth Baseline Upgrades and Netwrk Upgrades related t Intercnnectin Custmer prjects fr the purpse f ensuring that Intercnnectin Custmers are infrmed f any significant cst verrun issues related t Netwrk Upgrades, and als fr PJM t have the mst accurate cst data fr use in the verall cst allcatin prcess fr the RTEP Plan and, mre specifically, fr Netwrk Upgrades. The RTEP Plan is a dynamic system, and therefre PJM must rely n the supprt f Transmissin Owners and Intercnnectin Custmers t supply n a regular basis accurate cst estimate prjectin updates fr PJM t integrate int the RTEP Plan databases. The minimum cst estimate prjectin infrmatin required by PJM t be prvided n a rutine basis frm Transmissin Owners is as fllws: Transmissin Owner Cst Estimate Prjectin Tracking: Baseline Upgrades: Current Prjected Cst at Cmpletin Intercnnectin Custmer Prjects: Attachment Facilities Current Prjected Cst at Cmpletin Netwrk Upgrades Current Prjected Cst at Cmpletin Transmissin Owner Identified Upgrades Current Prjected Cst at Cmpletin Transmissin Owners shuld use the same TO upgrade spreadsheets prvided by PJM fr schedule milestnes t prvide the baseline upgrade and TOI cst updates. Netwrk Revisin 05, Effective Date: 04/01/

26 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls upgrade cst infrmatin is included n the spreadsheets, but must be in alignment with the PJM Scpe Change prcess fr any cst revisins. Likewise, Attachment Facilities cst updates may be prvided in cnjunctin with regular prject status meetings, and shuld als be in alignment with the PJM Scpe Change Prcess fr revisins. Transmissin Owners shuld nte that the cst prjectins prvided shuld include Cntributins in Aid f Cnstructin (CIAC tax grss-up) amunts, nly if applicable. In ther wrds, if an Intercnnectin Custmer has successfully pursued the Private Letter Ruling prcess and tax grss-up amunts are nt being billed t the Intercnnectin Custmer (via PJM) and cllected, then tax grss-up amunts shuld nt be included in these cst estimate prjectins. If tax grss-up amunts are being billed and cllected by the Transmissin Owner, then the cst estimate prjectins shuld include tax grss-up amunts. This guideline will increase the accuracy f PJM s databases since actual billing amunts will be utilized. PJM Billing Prcess Transmissin Owner Billing Guidelines: In rder t establish clarity and ensure cmpliance with the billing requirements in FERC Order 2003, PJM has implemented a system f standardized Transmissin Owner invice frms. These TO standard invice frms are included in this manual in Attachment A Transmissin Owner Standard Invice Frms. It shuld be nted that while the fcus f this manual is the ISA/ICSA phase f the intercnnectin prcess, fr cntinuity purpses, Attachment A includes TO standard invice frms fr all phases f the intercnnectin prcess. PJM is requiring that Transmissin Owners prvide billing supprt infrmatin n these unifrm invice frms fr all the study phases and the ISA/ICSA phase t maintain accuracy within PJM Finance and als supprt the accunting needs f the Intercnnectin Custmers. Cntinuity in Transmissin Owner invicing infrmatin will assist in the timely prcessing and payment f invices, and minimize the vlume f infrmatin requests related t invices by PJM t the Transmissin Owners. The fllwing guidelines are prvided fr Transmissin Owner billing t PJM: Feasibility and Impact Study phase invices: Transmissin Owners are required t prvide an invice fr actual csts t perfrm the study wrk (withut a detailed cst breakdwn). Final invice: TO is required t prvide final invice within 90 days after cmpletin f the Feasibility Study r Impact Study wrk. TO t mark the final invice as Final. Facilities Study phase invicing TO is required t prvide an invice t PJM n a quarterly basis fr wrk t be perfrmed in the next subsequent quarter. This is necessary fr PJM t prvide the advanced quarterly billing t the Intercnnectin Custmer fr Facilities Study wrk as required by Order Revisin 05, Effective Date: 04/01/

27 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Initial invice is required t be submitted t PJM prir t the start f wrk. Each invice must include the riginal estimated cst (frm Facilities Study Agreement) current inviced amunts, previus amunts, cumulative amunts and ttal estimated amunts at cmpletin. Intercnnectin Custmer may request in writing, at the time f the executin f the Facilities Study Agreement, a quarterly cst recnciliatin. (See Quarterly Cst Recnciliatin sectin belw fr further details). TOs must submit quarterly invices t PJM by the 25th f the mnth prir t the quarter reflected by the billing. TO billing t be based n calendar quarter: Fr initial invice, the invice shuld include the prjected csts fr wrk t be cmpleted during the remaining mnths f the current calendar quarter. The secnd invice fr the first full calendar quarter wuld then be submitted t PJM prir t the beginning f the next calendar quarter. Final invice: TO is required t prvide final invice within 120 days after cmpletin f the Facilities Study wrk (OATT Attachment N-2). TO t mark the final invice as Final. ISA / ICSA phase invicing: TO is required t prvide an invice t PJM n a quarterly basis fr wrk t be perfrmed in the next subsequent quarter. This is necessary fr PJM t prvide the advanced quarterly billing t the Intercnnectin Custmer fr cst respnsibility fr wrk t be perfrmed n Attachment Facilities and Netwrk Upgrades as required by Order Intercnnectin Custmer may request, at the time f the executin f the Intercnnectin Study Agreement (ISA), a quarterly cst recnciliatin (See Quarterly Cst Recnciliatin sectin belw fr further details). TOs are required t submit a cmpleted frm fr each Attachment Facility item (Queue #) and each respective Netwrk Upgrade (Netwrk Upgrade #) as backup dcumentatin t respective Transmissin Owner invice cver sheets. Initial invice shuld be submitted t PJM prir t the start f wrk. Upn executin f the ICSA (r Interim ISA), TO shuld evaluate and update any cash flw prvided at the time f agreement executin. This cash flw can be reviewed with the prject team at the cnstructin kickff meeting. Subsequent quarterly invicing shuld fllw the prjected cash flw, and adjustments t the prject cash flw can be made during the curse f the prject, if apprpriate and agreed t by all parties, and dcumented in prject status meeting dcumentatin. TO s that d nt submit invice prir t the start f wrk are at risk f creating an imbalance with respect t security cllected fr the prject. Revisin 05, Effective Date: 04/01/

28 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls In rder fr PJM t efficiently prcess generatr invices by the 5 th f the next mnth, TOs shuld submit quarterly invices t PJM by the 25th f the mnth prir t the quarter reflected by the billing. PJM cannt guarantee that billing will be included in next generatr invicing cycle (5 th business day f the next mnth) if invices are nt received by the abve date. TO billing t be based n calendar quarter: Fr initial invice, the invice shuld include the prjected csts fr wrk t be cmpleted during the remaining mnths f the current calendar quarter. The secnd invice fr the first full calendar quarter wuld then be submitted t PJM prir t the beginning f the next calendar quarter. TOs shuld prvide a quarterly billing frm each quarter during the entire duratin f the cnstructin wrk. If there are particular quarters where there are n prjected csts, the fllwing guidelines shuld apply: TOs shuld submit a quarterly billing invice frm (PJM TO Standard Invice Frm F) nly if there is a change in the Estimated Cst at Cmpletin amunts (TO invice cver sheet nt required in this case). If prject is under suspensin, a quarterly billing invice frm is nt required. Fr ISA/ICSA phase invicing, PJM requires the Transmissin Owner t prvide the fllwing cst infrmatin (nte: csts are TO cmmitted csts): Majr Equipment / Material Csts TO Labr Csts Outside Services / Subcntractr Csts Miscellaneus Csts (ie. easement r right-f-way fees, permits, etc.) CIAC Tax Grss-up csts (if applicable) The abve cst breakdwn infrmatin is required fr current inviced amunts, previus amunts, cumulative amunts and ttal estimated amunts at cmpletin fr each specific queue (Attachment Facilities) and/r Netwrk Upgrade activity. Als required is a listing f riginal estimated cst per upgrade queue. The riginal estimated cst per upgrade / queue shuld be the riginal ttal, unallcated cst fr that specific queue (Attachment Facilities cst) r Netwrk Upgrade. The revised cst per upgrade / queue shuld be the current apprved cst as reflected by any scpe changes dcumented thrugh the ISA/CSA Scpe Change Prcess. Final invice (ISA/ICSA phase): TO is required t prvide final invice t PJM within 120 days after cmpletin f any Attachment Facilities r Netwrk/ Lcal Upgrades perfrmed under the Intercnnectin Cnstructin Service Agreement per OATT Att. P, App. 2, Sect Acknwledging the varius scenaris fr the timing f cmpletin f Attachment Facilities r Netwrk Upgrades, cmpletin f Intercnnectin Revisin 05, Effective Date: 04/01/

29 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Facilities / Merchant Netwrk Upgrades is generally cnsidered t be in alignment with the fllwing guidelines: Attachment Facilities - cmpletin date is the date f Stage One Energizatin f Attachment Facilities in accrdance with OATT Att. P, App. 2, Sect Netwrk Upgrades cmpletin date is the date f Stage Tw Energizatin f Intercnnectin Facilities in accrdance with OATT Att. P, App. 2, Sect PJM will prvide final determinatin f timing fr sequencing f final invice fr TO facilities in cases where there are sequencing questins related t netwrk upgrades cmpletin with respect t Attachment Facilities cmpletin (ie. large gaps in time) TO t mark the final invice as Final (see Prject Cst Recnciliatin Sectin). Please refer t Attachment A Transmissin Owner Standard Invice Frms fr the cmplete set f Transmissin Owner standard invice frms. TOs shuld cnsult with their respective PJM IPPrject Manager, r IC Prject Crdinatr t address any cncerns abut the crrect frm t use, cmpnents f the frms, r clarificatin f final invice timing requirements. Adjustments t Security during Cnstructin: PJM IC Prject Crdinatr will make adjustments t security and balance amunts retained as apprpriate thrugh the curse f cnstructin in accrdance with OATT prvisins. Quarterly Cst Recnciliatin: Per the PJM OATT, an Intercnnectin Custmer may request, at the time f the executin f the Facilities Study Agreement (FSA) r Intercnnectin Study Agreement (ISA), a quarterly cst recnciliatin. Initiatin f quarterly cst recnciliatin: Facilities Study: Intercnnectin Custmer prvides a written request fr quarterly cst recnciliatin at the time f executin f the Facilities Study Agreement (OATT and Attachment N-2). ISA/ICSA phase: Intercnnectin Custmer initiates the quarterly cst recnciliatin by selecting this ptin as part f executin f the ISA (OATT Attachment O). The quarterly cst recnciliatin, if requested, wuld be dne at a maximum frequency f ne quarter in arrears (ie. the third quarterly invice wuld prvide the recnciliatin fr the first quarter). Attachment A includes an example f a hw the quarterly cst recnciliatin cells n the TO Standard Invice Frm F culd be filled ut fr a typical prject with cnstructin wrk billed n an advanced quarterly basis. Revisin 05, Effective Date: 04/01/

30 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Intercnnectin Custmer Billing / Statements: The billing frmat and sequencing utlined in the previus sectin (Transmissin Owner Billing Guidelines) enables PJM t prvide the advanced quarterly billing t the Intercnnectin Custmer fr cst respnsibility fr wrk t be perfrmed n Attachment Facilities and Netwrk Upgrades as required by the OATT. Intercnnectin Custmer Billing: On the 5th business day f each mnth, PJM sends invices via nly fr shrtfalls in accunts t Intercnnectin Custmers fr any prjects that are less than 10 MW r have an active Feasibility Study, Impact Study, Facilities Study, r ISA/ICSA Implementatin Phase. The Intercnnectin Custmer invices cnsist f the fllwing cmpnents: message stating the purpse and cntent f the . PJM Invice Attachment. SAP Summary Reprt Attachment. SAP Current Activity frm Previus Billing Reprt Line Item Reprt Attachment. A separate is sent fr cpies f Transmissin Owner Invices. Per the PJM OATT, Intercnnectin Custmer is required t pay inviced amunts within 20 calendar days f receipt f invice. Failure by Intercnnectin Custmer t make a timely payment f an invice can lead t terminatin f the Intercnnectin Request. Breach, Cure, and Default prcedures are utlined in OATT Att. P, App. 2, Sect. 13. OATT requires that in the event an Intercnnectin Custmer chses t dispute all r prtins f an invice, the Generatr is required t prvide payment in full t PJM. PJM will hld the disputed amunt in an escrw-type accunt until the disputed issue is reslved thrugh the dispute reslutin prcedures r ther means. Intercnnectin Custmer Mnthly Statements: On the 15th business day f each mnth, PJM sends a statement via t all Intercnnectin Custmers fr prjects that have either an active study phase r ISA phase. The Intercnnectin Custmer mnthly statements cnsist f the fllwing cmpnents: message stating the purpse and cntent f the . SAP Summary Reprt by Phase Attachment. SAP Line Item Detail Reprt (Prject Ttal Histry) Attachment. Prject Cst Recnciliatin Prcess PJM perfrms a cst recnciliatin at the end f the ISA/ICSA phase f Intercnnectin Custmer prjects. As the middle party cntrlling the transfer f Revisin 05, Effective Date: 04/01/

31 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls funds between the Intercnnectin Custmer and the Transmissin Owner, PJM assumes the lead rle in the cst recnciliatin prcess. Tls used by PJM t facilitate the cst recnciliatin prcess are PJM SAP Reprts, Intercnnectin Custmer and Transmissin Owner invice lgs and cst reprts, and PJM-created prject actual cst recnciliatin summaries, which include the final cst allcatin amunts fr netwrk upgrades. Respnsibilities f the parties: Transmissin Owner: Timely billing and cst tracking during the study phases and ISA/ICSA phase. Effective Scpe Change Prcess usage. Adequate cmpletin f TO Standard Invice Frms. Timely submissin f final invice (fr each phase). Submittal f recnciliatin f actual csts versus inviced csts with final invice, using cst breakdwn prvided in TO Standard Invice Frm F. Intercnnectin Custmer: Cmmunicatin with PJM and TO n cst tracking fr Attachment Facilities and Netwrk Upgrades thrughut duratin f cnstructin. Supprt f Scpe Change Prcess if applicable. Timely payment f PJM invices. Maintain Intercnnectin invice lg t cmpare t PJM statements. PJM: Facilitatin f billing and cst tracking issues thrughut intercnnectin prcess. Prvide invices as required and mnthly statements t Intercnnectin Custmer thrughut intercnnectin prcess. Effective fllw-up with Intercnnectin Custmers n payment f invices within 20 days; Breach, Cure and Default prcedures are utlined in OATT Att. P, App. 2, Sect. 13. Effective Scpe Change Prcess facilitatin. Generate prject actual cst summaries as needed. Recncile and adjust Intercnnectin Custmer and TO accunt balances by phase. Recncile final accunt balances between Intercnnectin Custmer and Transmissin Owner. Facilitate cmpletin f financial clseut dcumentatin. Revisin 05, Effective Date: 04/01/

32 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls ISA / ICSA Scpe Change Prcess Descriptin: PJM has develped and implemented a scpe change prcess t be utilized during the ISA/ICSA phase f Intercnnectin Custmer prjects. The intent f the Scpe Change Prcess is t imprve the administratin f intercnnectin facilities cnstructin, and t reduce the need fr amendments t Intercnnectin Service Agreements (ISAs) and Intercnnectin Cnstructin Service Agreements (ICSAs) that were previusly required when significant changes in the scpe, cst r schedule f intercnnectin facilities ccurred due t circumstances that were unfreseen at the time f executin f the agreement(s). The ISA / ICSA Scpe Change Prcess prvides fr a clear methd f dcumentatin f scpe changes. This results in Intercnnectin Custmers being infrmed abut scpe changes in a timelier manner, increased cmmunicatin between Transmissin Owners, Intercnnectin Custmers and PJM, and fewer disputed issues at the end f prjects. The ISA / ICSA Scpe Change Prcess was develped by PJM and its stakehlders (Intercnnectin Prject Management Wrking Grup) t mitigate the administrative challenges and disputes arising frm changes in the prject scpe and/r schedule thrughut the duratin f detailed design and cnstructin wrk fr intercnnectin facilities (ie. Attachment Facilities r Netwrk Upgrades). Many f the changes that nrmally ccur n a typical intercnnectin facilities prject are minr and they d nt have a meaningful impact n the cst r scheduled cmpletin f wrk, Hwever, if in the judgment f any party, the changes in the cst f required facilities r in the time required fr their cmpletin are sufficiently large t have a meaningful impact n the ttal cst r timing fr cmpleting the intercnnectin facilities, then the Scpe Change Prcess is designed t be the apprpriate instrument t dcument such changes. The ISA / ICSA Scpe Change Prcess is applicable nly t thse prjects with three-party ISAs and ICSAs. In additin, the ISA / ICSA Scpe Change Prcess nly applies t previusly defined impacts related t an intercnnectin prject as defined in the ISA and ICSA. If a particular scpe change results in the requirement f a new netwrk upgrade (i.e. a new impact nt previusly included in PJM s intercnnectin studies and defined by the attachment facilities r netwrk upgrade scpe), then an amended ISA and ICSA wuld need t be executed, because there may be additinal cst allcatin respnsibilities t ther intercnnectin custmers. Thus, the scpe change prcess is applicable t any changes that affect the already-knwn attachment facilities and netwrk upgrades f an Intercnnectin Custmer prject. Fr example, the scpe change prcess wuld apply in the case f a previusly defined netwrk upgrade that requires cnstructin f a new segment f transmissin line in the event that detailed design r initial excavatins fr the new transmissin twers revealed unexpected subsurface cnditins that required altering the fundatin design, and thus the prjected cst and/r schedule fr cmpletin f the twer fundatins. Anther typical applicatin f the scpe change prcess wuld be the case where the TO has determined that due t a six mnth delay in the delivery f a circuit breaker that is required t cmplete a breaker replacement netwrk upgrade, the in- service date fr that particular netwrk upgrade will be significantly delayed, and the revised cmpletin date wuld be reflected in the scpe change frm. Revisin 05, Effective Date: 04/01/

33 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls The ISA / ICSA Scpe Change Prcess is designed t have the flexibility t be initiated by either the Transmissin Owner, Intercnnectin Custmer, r PJM. It is als linked t the Transmissin Owner Standard Invice Frm by way f utilizing the Estimated Cst at Cmpletin clumn t trigger the apprpriate dialgue between the TO, PJM and the Intercnnectin Custmer that may result in the scpe change prcess being initiated. The fllwing are typical situatins fr Intercnnectin Custmer / Transmissin Owner / PJM t initiate the ISA / ICSA Scpe Change Prcess: Transmissin Owner: Significant cst verrun prjected during ISA/ICSA implementatin phase. Identificatin f additinal scpe nt identified in the Facilities Study but identified later during detailed design. Delay in prject milestne (i.e. Backfeed pwer energizatin r cmpletin f a Netwrk Upgrade). Intercnnectin Custmer: Delay f Cmmercial Operatin Date (COD). Significant change in prject scpe resulting in majr change t required Transmissin Owner facilities. PJM: Ntificatin t Intercnnectin Custmer abut changes t netwrk upgrade requirements due t retl analysis. Ntificatin t Intercnnectin Custmer t mdify security amunt r LOC expiratin date. If an initiated scpe change results in a significant cst increase, the ISA / ICSA Scpe Change Prcess is used t identify any additinal security amunt required t be prvided by the Intercnnectin Custmer withut having t execute an amended ISA. Likewise, if an initiated scpe change results in a schedule milestne change (i.e. fundatin wrk cmplete, intercnnectin switchyard energized, etc.), then the ISA / ICSA Scpe Change Prcess is used t identify the revised prjected cmpletin date. The scpe change prcess prvides fr the custmer s acknwledgment, thugh nt its apprval, f each scpe change affecting its prject. In the event an Intercnnectin Custmer bjects t a prpsed change in scpe, PJM, as it des with respect t ther cnstructin-related issues cnsistent with OATT Att. O, App. 2, Sect. 1, will facilitate discussins between the Intercnnectin Custmer and the relevant transmissin wner t ensure that the Intercnnectin Custmer is infrmed f the reasns and justificatin fr the change. A custmer s refusal t acknwledge the scpe change will nt, hwever, preclude implementatin f a change that PJM finds t be apprpriate and reasnable. The Intercnnectin Custmer will remain respnsible, in accrdance with the PJM Tariff, fr the full cst f the required upgrades. Shuld the Intercnnectin Custmer cntinue t dispute the apprpriateness f a scpe change and/r any increased csts related t it, it may invke the PJM OATT dispute reslutin prcedures. Revisin 05, Effective Date: 04/01/

34 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Please refer t Attachment B f this manual fr the ISA / ICSA Scpe Change Prcess flw diagram and ISA / ICSA Scpe Change Frm. Prject Meetings In rder fr PJM t mre effectively crdinate the ISA/ISA implementatin phase f intercnnectin prjects, Intercnnectin Custmers and Transmissin Owners shuld include PJM in regular prject status meetings. PJM participatin in regular prject meetings prvides the fllwing benefits: Better cllabratin between the Intercnnectin Custmer and Transmissin Owners. PJM can mre practively facilitate prject integratin with internal PJM rganizatins, and invlve the apprpriate PJM cntacts at the right time. Elevatin f PJM s awareness f prject issues and status with respect t schedule milestnes. Mre efficient crdinatin f transmissin system utages. Prject Site Reviews PJM perfrms site visits n Intercnnectin Custmer prjects, as well as transmissin system upgrade and reliability prjects that are derived frm the RTEP (Reginal Transmissin Expansin Plan) prcess. The main reasns fr perfrming these site visits are fr crdinatin between new Intercnnectin Custmer and the required transmissin system upgrades, assisting the Intercnnectin Custmer prject in making a successful transitin int PJM s peratins and markets by managing the variety f tasks behind the scenes within PJM (such as metering requirements, system mdel building and verificatin, utage crdinatin, and peratinal issues), and fr verificatin f prject status relative t the Reginal Plan. PJM site reviews allw PJM t assess the status f Transmissin Owner and/r Custmer Facility Cnstructin nsite. Als a better wrking relatinship with the Site Prject Manager and Plant Manager can be develped t imprve the level f crdinatin with PJM internal rganizatins. Fr Intercnnectin Custmer prjects, all applicable upgrades will be nrmally inspected during the cnstructin and start-up phases. This includes: the generatin facilities (pwer generatin equipment), the attachment facilities (the electrical cmpnents necessary t intercnnect the Custmer Facility t the high-vltage system), and any netwrk upgrades required (enhancements t the high-vltage system required as a result f the new Intercnnectin Custmer prject). Baseline upgrades (required transmissin system upgrades which are a direct result f a study finding frm PJM and becme part f the RTEP) will nrmally be inspected during the cnstructin phase t determine schedule adherence, and pssibly after energizatin t verify the as built with the PJM system mdel. Transmissin Owner Identified (TOI) prjects (which are prjects the lcal transmissin wner is cmpleting fr their wn reasn, and becme part f the RTEP) will be inspected during cnstructin r after cmpletin. PJM will ask fr a schedule update during the Revisin 05, Effective Date: 04/01/

35 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls cnstructin phase t ensure the prject is prgressing twards the cmpletin date. Once cmplete, a site inspectin will be perfrmed t verify the as built with the PJM system mdel. When perfrming site visits, PJM will abide by all applicable safety rules including wearing f persnal prtective equipment such as hard hats, safety shes, eye prtectin, and FR clthing (where required). In additin, a hazard awareness briefing is recmmended prir t the inspectin t make everyne aware f the hazards at the site and the energizatin status f the equipment. Special precautins and site specific items need t be discussed during this awareness briefing. The crdinatin between PJM and the site is usually handled thrugh the PJM IC Prject Crdinatr assigned t that area and the site s lcal prject / cnstructin manager. The bjective is t establish cmmunicatins early in the prject and btain regular updates. These updates are necessary t ensure the crdinatin f ther activities related t this prject, such as line utages, cmpletin f ther upgrades, and ther critical scheduled activities. Site visits can nrmally be cnducted arund ther rutine activities at the facility, such as regular status meetings, scheduling meetings, r site walkdwns. Typical items reviewed during a Custmer Facility site visit include the milestnes frm the Intercnnectin Service Agreement (ISA) and Intercnnectin Cnstructin Service Agreement (ICSA). These milestnes may include site wrk cmpletin, equipment delivery, cnstructin schedule and / r energizatin. The bjective is t make sure that particular prject is prgressing, giving the staff at PJM enugh infrmatin t be able t crdinate ther n-ging activities related t that prject, such as netwrk upgrades, metering enhancements, and integratin int peratins. Nrmally the site visit is accmpanied by a site walkdwn and review f applicable diagrams and schedules. Fr baseline and TOI upgrades, nrmally the ne-line diagram is reviewed, utage scheduling and cmpletin dates are discussed, and a site walkdwn perfrmed during the site visit. Once again, the bjective is t ensure the upgrades and schedules are meeting the PJM RTEP plan. During the site visit, digital phts and ntes may be taken. These are fr internal PJM reprts and database updates. The phts and ntes may be used fr equipment delivery verificatin, schedule prgressin, ne-line diagram verificatin, r ther apprpriate milestnes. In summary, PJM may perfrm site visits t bth Intercnnectin Custmer prjects and reliability upgrades. These site visits help PJM staff nt nly ensure the reliability f the transmissin system by making sure upgrades are prgressing and cmpleted as required, but als help facilitate the crdinatin f ther behind the scenes activities within PJM. Areas such as utage crdinatin, mdel updates, and integratin int PJM peratins are managed mre cmpletely by PJM when there is pen cmmunicatin and exchange f infrmatin accmplished by site visits. Outage Crdinatin The OATT requires that Transmissin Owners and Intercnnectin Custmers crdinate all transmissin system utages with PJM in accrdance with the PJM System Operatins utage planning prcedures. In additin t the detailed planning that is required by the PJM System Operatins utage planning prcedures, Transmissin Owners and Intercnnectin Revisin 05, Effective Date: 04/01/

36 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Custmers can supprt PJM s lng range planning f utages by supplying the PJM IC Crdinatr with milestne schedule updates s that lng range utage planning infrmatin can be integrated int the PJM utage planning schedules. During the ISA / ICSA Implementatin Phase, the PJM IC Crdinatr will prvide assistance as required in crdinating utages with PJM Operatins and will facilitate the reslutin f majr utage related issues between PJM Operatins, Intercnnectin Custmers, and Transmissin Owners. PJM utage requirements are described in detail in PJM Manual M03 (Sectin 4: Reprtable Transmissin Facility Outages / Scheduling Transmissin Outage Requests). Suspended Prjects In the event that an Intercnnectin Custmers initiates the prject suspensin prvisins f the OATT, the PJM IC Prject Crdinatr will facilitate the cmpletin f the fllwing activities in accrdance with the OATT: Cnfirm receipt f Suspensin Ntificatin frm Intercnnectin Custmer. Cnfirm that Intercnnectin Custmer Suspensin Ntificatin meets OATT requirements. Evaluate ISA Sectin 6 Milestnes and amend as required. Update PJM Database (prjected in-service date, netwrk upgrade in-service date). Assess Impact n Netwrk Upgrades / Baseline Upgrades. Nte: prjects which are suspended befre ICSA is executed will be assessed n a case-by-case basis t determine if netwrk upgrades are required t be cmpleted. Facilitate Transmissin Owner cmpletin f high level assessment f knwn risks. Evaluate Transmissin Owner suspensin csts. Facilitate Billing prcess fr Transmissin Owner suspensin csts (including cst recnciliatin and refunding f significant TO funds that may have been already cllected but will nt be used as prjected). Send 3 year Terminatin Letter t Intercnnectin Custmer (with a cpy als sent t the TO). Fr prjects that have gne thrugh a perid f suspensin, and cnstructin activities are resumed by the Intercnnectin Custmer, the PJM IC Prject Crdinatr will facilitate the cmpletin f the fllwing activities: Cnfirm receipt f ntificatin frm Intercnnectin Custmer that prject is cming ff f suspensin, and cnfirm that ntificatin is prvided t Transmissin Owner. Assess current impact n Netwrk Upgrades / Baseline Upgrades. Facilitate Transmissin Owner evaluatin and cnfirmatin f current schedule milestnes and estimated csts. Cmplete Scpe Change Prcess fr revisins t Intercnnectin Custmer ISA milestnes, TO ICSA schedule, and cst impacts, as applicable. Revisin 05, Effective Date: 04/01/

37 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Update PJM database (queue prjected in-service date, netwrk upgrade required and prjected in-service date). Prject Cmmunicatin, Reprting and Dcumentatin PJM believes that anther critical cmpnent t the successful achievement f Intercnnectin Custmer and Transmissin Owner prject milestnes fr RTEP prjects is an elevated level f cmmunicatin between all parties. PJM facilitates this cmmunicatin between parties whenever pssible and necessary, hwever, it is incumbent n Transmissin Owners and Intercnnectin Custmers t practively cmmunicate issues and cncerns t the ther interested parties in rder t create a better envirnment fr develpment f mre psitive wrking relatinships and the prfessinal reslutin f prject issues. The fllwing are the main types f standard reprting and dcumentatin that are required thrughut the ISA / ICSA Implementatin Phase: Mnthly Status Reprts: The OATT (Att. P, App. 2, Sect. 3.7) requires that each Transmissin Owner and Intercnnectin Custmer engaged in ISA / ICSA Implementatin activities prvide each ther (and PJM) with mnthly (at a minimum) status reprts. PJM requests that the schedule milestne and cst estimate prject infrmatin detailed in this manual be incrprated in these mnthly status reprts. Dcumentatin fr Prject Meetings: PJM will facilitate the assignment f which party (PJM, TO, r Intercnnectin Custmer) generates dcumentatin frm prject meetings (i.e. meeting minutes and/r actin items) as mst apprpriate fr each prject. Ntice f Cmpletin: The Intercnnectin Custmer is required t ntify PJM and the applicable Transmissin Owner in writing upn cmpletin f the fllwing: The Custmer Facility The Intercnnectin Custmer intercnnectin facilities Any Transmissin Owner Facilities fr which the Intercnnectin Custmer has cmpleted thrugh exercising the Optin t Build alternative. PJM Dcumentatin Required frm the Intercnnectin Custmer prir t Synchrnizatin: The OATT requires that the fllwing dcumentatin be prvided by the Intercnnectin Custmer prir t synchrnizatin f the Custmer Facility with the transmissin system: As-built drawings Pre-peratin test reprts Instructin manuals Revisin 05, Effective Date: 04/01/

38 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls PJM Dcumentatin Required frm the Transmissin Owner prir t Synchrnizatin: In accrdance with OATT Att. P, App. 2, Sectin 3.8.5, the TO is required t prvide the fllwing Ntificatin f Inspectin / Testing Results prir t synchrnizatin f the Custmer Facility with the transmissin system: Within 10 days after satisfactry inspectin and/r testing f Intercnnectin Facilities and/r Merchant Netwrk Upgrades built by the Intercnnectin Custmer (including, if applicable, inspectin and/r testing after crrectin f defects r failures), the Intercnnected Transmissin Owner shall cnfirm in writing t the Intercnnectin Custmer and Transmissin Prvider that the successfully inspected and tested facilities are acceptable fr energizatin. Suggested wrding: By issuance f this dcument, the [TRANSMISSION OWNER] hereby acknwledges the pre-energizatin acceptance f the [NAME] Intercnnectin Switchyard (PJM Queue Psitin [XX]) built by the Intercnnectin Custmer ([DEVELOPER]). PJM Queue Psitin [XX] fr the [NAME OF FACILITY] has the requirement t prvide written dcumentatin f the cmpleted inspectin and testing fr the [NAME] Intercnnectin Substatin, pursuant t Sectin f Attachment P, Appendix 2, Standard Cnstructin Terms and Cnditins as cntained in PJM's Open Access Transmissin Tariff. A site walkdwn was cnducted n [DATE] and a punch list f actin items has been cmpiled. Unreslved punch list items still need t be reslved but d nt impact energizatin. Pre-energizatin cmmissining and testing has been satisfactrily perfrmed. Fllw-up energizatin testing will be perfrmed after the line recnfiguratin wrk is cmpleted. Generatr As-Built Data Requirements In rder t reflect as-built infrmatin in PJM s planning mdels, PJM System Planning requires that Intercnnectin Custmers prvide updates t generatr data riginally prvided t PJM fr the initial planning studies. This as-built data is then used in the next planning studies by PJM, s the accuracy f PJM s data is critical. Attachment C f this manual includes the frmat fr prviding the as-built generatr data. The Intercnnectin Custmer is required t prvide PJM with the requested as-built electrical mdeling data (r dcumentatin that previusly submitted data is valid) within ne (1) mnth fllwing cmmercial peratin f the generating unit (s). As-built generatr data must be prvided fr each generating unit. Revisin 05, Effective Date: 04/01/

39 Dispute Reslutin Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 2: Intercnnectin Crdinatin Prject Cntrls Fr billing disputes, PJM will facilitate the dispute reslutin prcess with the Transmissin Owners and Intercnnectin Custmer in accrdance with Sectin OATT Att. P, App. 2, Sect. 9. All ther types f disputes shall be submitted in accrdance with OATT Sectin 12. All disputes must be initiated in writing by a disputing party t PJM, and the PJM IC Prject Crdinatr will cnfirm that the dispute initiatin dcumentatin meets OATT requirements, ntify PJM Alternate Dispute Reslutin Cmmittee and PJM management, identify the apprpriate OATT dispute reslutin path that the disputed issue will fllw, and facilitate the prcess between the parties. Prject Clseut The milestne fr the cmpletin f the ISA / ICSA Implementatin Phase is the pint at which capacity status is granted t each Custmer Facility unit (i.e. CTG1, CTG2, STG). As indicated n the Generatin and Transmissin Intercnnectin Prcess Rle Clarity Diagram, after the capacity status milestne is achieved (per unit), the prject mves int the Pst Generatr Operatin Phase (see Exhibit 2). In accrdance with this prcess, prject clseut fr the purpse f PJM Manual M-14C is defined as the cmpletin f all required deliverables related t the cmmercial peratin f each generating unit. The PJM IC Prject Crdinatr then is respnsible t ensure that the Generatr prvides all required prject clseut dcumentatin as defined in the OATT, and integratin f all applicable prvisins detailed in PJM Manual M14D, Generatr Operatinal Requirements. Revisin 05, Effective Date: 04/01/

40 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 3: Technical and Cnstructin Requirements Sectin 3: Technical and Cnstructin Requirements Welcme t the Technical and Cnstructin Requirements sectin f the PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin. In this sectin yu will find an verview f bth the technical requirements fr generatr and transmissin intercnnectins in the PJM regins and the cnstructin specificatins fr the attachment and netwrk facilities needed t accmmdate generatr and/r transmissin intercnnectins in the PJM regins. Descriptin f the technical requirements and where t find the technical requirements f bth PJM and the particular Intercnnectin Transmissin Owner fr generatr and transmissin intercnnectins in a specific PJM regin (see Transmissin Owner Standards PJM website ). Descriptin f the cnstructin standards and specificatins fr generatr attachment facilities and netwrk facilities and where t find the cnstructin standards fr a particular Intercnnectin Transmissin Owner t accmmdate generatr and/r transmissin intercnnectins in a specific PJM regin (see Cnstructin Standards PJM website ). Transmissin Owner Standards PJM website Need fr Intercnnectin Technical Requirements The PJM Transmissin Grid prvides the means fr delivering the utput f intercnnected generatrs t the lad centers f the PJM energy and capacity markets. As a FERC accepted Reginal Transmissin Organizatin (RTO), PJM administers the prcess fr the intercnnectin f generatrs t the PJM Transmissin Grid. T ensure that the PJM Transmissin Grid is perated in a safe and reliable manner, all generatr and transmissin intercnnectins t the PJM Transmissin Grid must be installed accrding t the established technical requirements fr gd utility practice. PJM, as the Transmissin Prvider, will ensure that the Generatin and/r Transmissin Intercnnectin Custmer has access t the applicable technical requirements f the Intercnnectin Transmissin Owner fr parallel peratin f generatrs with the Intercnnectin Transmissin Owner s system and ther matters generally included in gd utility practice. Technical requirements fr generatr and transmissin intercnnectins include but are nt limited t: Engineering design requirements and standards Intercnnectin prtectin requirements, Generatr underfrequency trip settings t crdinate with autmatic underfrequency lad shedding schemes, Vltage cntrl and reactive utput requirements, and Data and cntrl requirements fr transmissin system peratin. Equipment specificatins and suppliers Cnstructin requirements and standards Revisin 05, Effective Date: 04/01/

41 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 3: Technical and Cnstructin Requirements Engineering, prcurement and cnstructin prcess requirements and standards. Applicatin f Intercnnectin Technical Requirements As specified in Part VI, Att. P, App. 2, Sect f the PJM Tariff, Applicable Technical Requirements and Standards shall apply t the design, prcurement, cnstructin and installatin f the Intercnnectin Facilities and Merchant A.C. Transmissin Facilities nly t the extent that the prvisins theref relate t the design, prcurement, cnstructin and/r installatin f facilities. Such prvisins relating t the design, prcurement, cnstructin and/r installatin f facilities shall be appended t the Cnstructin Service Agreement. The Intercnnectin Parties shall mutually agree upn, r in the absence f such agreement, Transmissin Prvider shall determine, which prvisins f the Applicable Technical Requirements and Standards shuld be appended t the Cnstructin Service Agreement. In the event f any cnflict between the prvisins f the Applicable Technical Requirements and Standards that are appended t the Cnstructin Service Agreement and any later-mdified prvisins that are stated in the pertinent PJM Manual, the prvisins appended t the Cnstructin Service Agreement shall cntrl. Technical Requirements n PJM website ( The PJM Open Access Transmissin Tariff ( OATT ) under Part IV, subpart E, sectin 50.6 establishes the requirement that Applicable Technical Requirements and Standards shall be publicly available thrugh pstings n Transmissin Prvider s internet website. Accrdingly, PJM makes the dcuments cntaining Applicable Technical Requirements and Standards fr each Intercnnectin Transmissin Owner ( ITO ) available thrugh its internet website under the directry titled Reginal Transmissin Expansin Planning Prcess. Any entity with an apprpriate need t view the Technical Requirements fr a particular ITO must cmplete the frm n the PJM website under the directry titled Reginal Transmissin Expansin Planning Prcess and subdirectry Transmissin Owner Standards t btain a user ID and passwrd fr access t that ITO s Technical Requirements dcument. Cnstructin Standards PJM website Need fr Cnstructin Standards The facilities f the PJM Transmissin Grid, while perated by PJM, are cmprised f the physical facilities wned by the varius Intercnnected Transmissin Owners ( ITOs ). While the facilities f the varius ITOs are perated by PJM as a fully intercnnected transmissin netwrk, the physical facilities f each individual ITO are designed t the particular cnstructin standards f that ITO. Such cnstructin standards fr a particular ITO include but are nt limited t: transmissin system vltage levels, spacing and clearance requirements, equipment design specificatins, family f material and equipment sizes, Revisin 05, Effective Date: 04/01/

42 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 3: Technical and Cnstructin Requirements fully cmpatible system prtectin schemes, list f Apprved Cntractrs, and list f apprved manufacturers and vendrs f majr transmissin-related equipment. While particular cnstructin standards may vary amng the varius ITOs, all such standards are derived frm thse generally accepted industry standards develped by the American Natinal Standards Institute (ANSI), the Institute f Electrical and Electrnics Engineers, Inc. (IEEE) and the Natinal Electric Safety Cde. The ITOs have selected their varius cnstructin standards t facilitate peratin, maintenance and repair r replacement f the varius cmpnents utilized n their prtin f the verall PJM Transmissin Grid. Thus, it is essential that any additins, upgrades r ther changes t the transmissin facilities f any particular ITO must be designed and installed t the cnstructin standards f that ITO. PJM, as the Transmissin Prvider, will ensure that any Cnstructing Entities authrized t perfrm cnstructin activities under the Optin t Build prvisins f the PJM OATT t intercnnect with the facilities f an ITO r t install r upgrade facilities within the transmissin system f an ITO has access t the established cnstructin standards f that ITO. All such cnstructin standards shall be stated in full in an appendix t the Cnstructin Service Agreement. Applicatin f ITO Cnstructin Standards The cnditins applicable t an Intercnnectin Custmer exercising its Optin t Build are specified in Part IV, Subpart F, Sectin f the PJM Tariff. Amng the prvisins included under the Optin t Build is: Intercnnectin Custmer shall submit t the Intercnnected Transmissin Owner and Transmissin Prvider initial drawings, certified by a prfessinal engineer, f the Transmissin Owner Intercnnectin Facilities and/r Merchant Netwrk Upgrades that Intercnnectin Custmer arranges t build under the Optin t Build. The Intercnnected Transmissin Owner and Transmissin Prvider shall review the drawings t assess the cnsistency f Intercnnectin Custmer s design f the pertinent Transmissin Owner Intercnnectin Facilities and/r merchant Netwrk Upgrades with Applicable Standards and the Facilities Study. Cnstructin Standards n PJM website ( The PJM Open Access Transmissin Tariff ( OATT ) under Part VI, Att. P, App. 2, Sect states that In the event that the Intercnnected Transmissin Owner and the Intercnnectin Custmer are unable t agree upn the terms f a Cnstructin Service Agreement,..the Intercnnectin Custmer shall have the right, but nt the bligatin ( Optin t Build ), t design, prcure, cnstruct and install all r any prtin f the Transmissin Owner Intercnnectin Facilities and/r any Merchant Netwrk Upgrades. If a Generatin and/r Transmissin Intercnnectin Custmer ( IC ) wishes t exercise the Optin t Build, the IC must have ready access t the cnstructin standards fr the ITO(s) system where such facilities are t be installed. Att. P, App. 2, Sect f the OATT establishes the requirement that Transmissin Prvider shall make each Transmissin Owner s List f Apprved Cntractrs available n its internet website. Accrdingly, PJM makes the dcuments cntaining the applicable cnstructin standards fr each ITO available thrugh its internet website under the directry titled Reginal Transmissin Expansin Planning Prcess. Revisin 05, Effective Date: 04/01/

43 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 3: Technical and Cnstructin Requirements Any entity with an apprpriate need t view the cnstructin standards fr a particular ITO must cmplete the frm n the PJM website under the directry titled Reginal Transmissin Expansin Planning Prcess and subdirectry Transmissin Owner Standards t btain a user ID and passwrd fr access t that ITO s cnstructin standards dcument. Revisin 05, Effective Date: 04/01/

44 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 4: Optin t Build Sectin 4: Optin t Build Welcme t the Optin t Build sectin f the PJM Manual fr Generatin and Transmissin Intercnnectin Facility Cnstructin. In this sectin yu will find an verview f the requirements related t implementatin f the Optin t Build prvisins f the OATT. Optin t Build The OATT allws fr an Intercnnectin Custmer t exercise the Optin t Build alternative either during the ISA / ICSA Executin Phase r at any reasnable time prir t 37 days after the ISA is executed. The Optin t Build alternative may be pursued by the Intercnnectin Custmer fr the cmpletin f the Attachment Facilities r the Netwrk Upgrades, r bth, depending n the circumstances. The OATT prvisins related t timeframes fr initiatin f the Optin t build are utlined in PJM Manual M14B. Hwever, included in this manual is Attachment D Optin t Build Initiatin Frm, which is the standard frm t be used by Intercnnectin Custmers t frmally ntify PJM f their intent t exercise the Optin t Build. PJM crdinates Optin t Build type prjects with the same prject cntrls used fr typical intercnnectin prjects. In the event that an Intercnnectin Custmer exercises the Optin t Build, the PJM IC Prject Crdinatr facilitates the fllwing activities that are unique t Optin t Build prjects: Security Requirements: PJM t assess financial security requirements required as applicable t Intercnnectin Custmer initiating the Optin t Build. Apprved Cntractrs and Manufacturers: PJM will facilitate the prcess fr TOs prviding a List f Apprved Cntractrs and Manufacturers as required in accrdance with OATT Att. P, App. 2 Sect PJM t facilitate TO review, apprval/disapprval, and additin f cntractr r manufacturer t List f Apprved Cntractrs and Manufacturers if requested by Intercnnectin Custmer. Drawing Review: PJM t facilitate TO review and cmment n Intercnnectin Custmer drawings fr facilities t be cnstructed under Optin t Build within 60 days after receipt f drawings. Inspectin, Testing, and Energizatin: Fr facilities built by the Intercnnectin Custmer, the OATT requires that the fllwing dcumentatin be prvided by the Intercnnectin Custmer prir t synchrnizatin f the Custmer Facility with the transmissin system: 1) Ntificatin f Inspectin / Testing Results - Within 10 days after satisfactry inspectin and/r testing f Intercnnectin Facilities and/r Merchant Netwrk Upgrades built by the Intercnnectin Custmer (including, if applicable, inspectin Revisin 05, Effective Date: 04/01/

45 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 4: Optin t Build and/r testing after crrectin f defects r failures), the Intercnnected Transmissin Owner shall cnfirm in writing t the Intercnnectin Custmer and Transmissin Prvider that the successfully inspected and tested facilities are acceptable fr energizatin (reference Att. P, App. 2, Sectin 3.8.5) Suggested wrding: By issuance f this dcument, the [TRANSMISSION OWNER] hereby acknwledges the pre-energizatin acceptance f the [NAME] Intercnnectin Switchyard (PJM Queue Psitin [XX]) built by the Intercnnectin Custmer ([DEVELOPER]). PJM Queue Psitin [XX] fr the [NAME OF FACILITY] has the requirement t prvide written dcumentatin f the cmpleted inspectin and testing fr the [NAME] Intercnnectin Substatin, pursuant t Sectin f Attachment P, Appendix 2, Standard Cnstructin Terms and Cnditins as cntained in PJM's Open Access Transmissin Tariff. A site walkdwn was cnducted n [DATE] and a punch list f actin items has been cmpiled. Unreslved punch list items still need t be reslved but d nt impact energizatin. Pre-energizatin cmmissining and testing has been satisfactrily perfrmed. Fllw-up energizatin testing will be perfrmed after the line recnfiguratin wrk is cmpleted. 2) Transfer f Operatinal Cntrl (prir t energizatin) - The Intercnnectin Custmer shall have delivered t the Intercnnected Transmissin Owner and Transmissin Prvider a written ntice transferring t the Intercnnected Transmissin Owner and Transmissin Prvider peratinal cntrl ver any Transmissin Owner Attachment Facilities that Intercnnectin Custmer has cnstructed (reference Att. P, App. 2, Sectins and 3.9.3) Suggested wrding: PJM Queue Psitin [XX] fr the [NAME OF FACILITY] des, as required pursuant t Sectin and f Attachment P, Appendix 2, Standard Cnstructin Terms and Cnditins cntained in PJM's Open Access Transmissin Tariff, hereby transfer t [TRANSMISSION OWNER] peratinal cntrl f the [NAME] Intercnnectin Switchyard as f the date written belw. [DEVELOPER] has delivered prir t this written instrument f transfer, the marked-up as-built drawings f the [NAME] Intercnnectin Switchyard. [DEVELOPER] will ensure telemetering systems are peratinal and prvide PJM and [TRANSMISSION OWNER] with telemetered data as specified in OATT Att. O, App. 2, Sectin befre Stage Tw energizatin (initial synchrnizatin f any generatrs). 3) Acceptance f Facilities - Within five days after determining that Intercnnectin Facilities and/r Merchant Netwrk Upgrades have been successfully energized, the Intercnnected Transmissin Owner shall issue a written ntice t the Intercnnectin Custmer accepting the Intercnnectin Facilities and/r Merchant Netwrk Upgrades built by the Intercnnectin Custmer that were successfully energized (reference Att. P, App. 2, Sectin 3.10) Revisin 05, Effective Date: 04/01/

46 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 4: Optin t Build Suggested wrding: By issuance f this dcument, the Intercnnected Transmissin Owner [TRANSMISSION OWNER NAME], hereby acknwledges the acceptance f the facilities f the [NAME] Intercnnectin Switching Statin and Transmissin Tap built by the Intercnnectin Custmer, [DEVELOPER NAME]. PJM requires written dcumentatin f the acceptance f facilities cnstructed by the Intercnnectin Custmer, pursuant t Sectin 3.10 f Attachment P, Appendix 2, Standard Cnstructin Terms and Cnditins as cntained in PJM's Open Access Transmissin Tariff. These facilities were energized n [DATE] and punch list items frm the site inspectin f [DATE] have been reslved. 4) Transfer f Title - The Intercnnectin Custmer shall execute all necessary dcumentatin and shall make all necessary filings t recrd and perfect the Intercnnected Transmissin Owner s title in such facilities and in the easements and ther land rights t be cnveyed t the Intercnnected Transmissin Owner (reference Att. P, App. 2, Sectin 5.5). Suggested wrding: RE: Transfer t [TRANSMISSION OWNER] f the [NAME OF FACILITY] (PJM Queue Psitin [QUEUE NUMBER]) PJM Queue Psitin [QUEUE NUMBER] fr the [INTERCONNECTION CUSTOMER FACILITY] des, required pursuant t Att. P, App. 2, Sectin 5.5 f PJM s Open Access Transmissin Tariff, hereby transfer t [TRANSMISSION OWNER] the [NAME OF FACILITY] as f the date written belw. [INTERCONNECTION CUSTOMER] transfer f Facilities requires a Bill f Sale t transfer and cnvey t [TRANSMISSION OWNER] certain items f persnal prperty as hereinafter described. Facilities transferred list includes: Descriptin Quantity Supplier Catalgue Number Item reference t Bill f Material Revisin 05, Effective Date: 04/01/

47 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 4: Optin t Build Bill f Sale This Bill f Sale, is made as f DATE ("Effective Date") by [INTERCONNECTION CUSTOMER FACILITY] t [TRANSMISSION OWNER]. Witnesseth: Whereas, [INTERCONNECTION CUSTOMER] and [TRANSMISSION OWNER] are parties t that certain Easement Agreement ("Easement Agreement"), dated DATE, with respect t certain real prperty lcated in XXX, as described therein ("Prperty"); Whereas, pursuant t the terms f this Bill f Sale, [INTERCONNECTION CUSTOMER] desires t transfer and cnvey t [TRANSMISSION OWNER] certain items f persnal prperty as hereinafter described. Nw, therefre, fr gd and valuable cnsideratin, the receipt and sufficiency f which are hereby acknwledged, effective as f the Effective Date, [INTERCONNECTION CUSTOMER] des hereby Grant, Sell, Transfer, Set Over, and Deliver t [TRANSMISSION OWNER], all f the equipment, facilities, and ther persnal prperties lcated at the Prperty, including withut limitatin the persnal prperty mre particularly described n the facilities transferred list attached heret and incrprated herein by this reference ("Persnal Prperty"), free and clear f any and all liens, security interests and encumbrances. [INTERCONNECTION CUSTOMER] hereby represents and warrants t [TRANSMISSION OWNER], that [INTERCONNECTION CUSTOMER] is the sle lawful wner f the Persnal Prperty; that [INTERCONNECTION CUSTOMER] has gd and marketable title t the Persnal Prperty free and clear f all liens, claims, rights, charges, r encumbrances f any nature whatsever; and that [INTERCONNECTION CUSTOMER] has the right t transfer the Persnal Prperty t [TRANSMISSION OWNER] as afresaid. Ntwithstanding anything herein t the cntrary, [INTERCONNECTION CUSTOMER] hereby cvenants and agrees fr the benefit f [TRANSMISSION OWNER] that [INTERCONNECTION CUSTOMER] will, fr [INTERCONNECTION CUSTOMER] and [INTERCONNECTION CUSTOMER]'s successrs and assigns, warrant and frever defend, at [INTERCONNECTION CUSTOMER]'s sle cst and expense, the right, title, and interest f [TRANSMISSION OWNER] and [TRANSMISSION OWNER] s successrs and assigns in and t the Persnal Prperty against the lawful claims and demands f all persns. The prvisins f this paragraph shall apply ntwithstanding any ther prvisins f this Bill f Sale r the Easement Agreement, and shall survive terminatin, cancellatin, r cmpletin f this Bill f Sale and the Easement Agreement. This Bill f Sale shall be gverned by, interpreted under and cnstrued and enfrceable in accrdance with the laws f the State/Cmmnwealth f [STATE]. Revisin 05, Effective Date: 04/01/

48 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 4: Optin t Build This Bill f Sale may be executed in cunterparts, each f which shall be an riginal and all f which cunterparts taken tgether shall cnstitute ne and the same agreement. In witness wheref, [INTERCONNECTION CUSTOMER] has caused this Bill f Sale t be duly executed and delivered as f the date and year first abve written. Signature f [INTERCONNECTION CUSTOMER] Revisin 05, Effective Date: 04/01/

49 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Attachment A: Transmissin Owner Standard Invice Frms Attachment A: Transmissin Owner Standard Invice Frms Attachment A includes all PJM Transmissin Owner Standard Invice Frms fr Feasibility Study, Impact Study, Facilities Study, and ISA/CSA phases. The chart belw is prvided t designate which frms are required t be used fr each phase. Als, the crrect frm designatin is based n agreement executin date, nt queue psitin (i.e. Facilities Study Agreement r ISA executed prir t r after 7/8/04 effective date f FERC Order 2003). Additinal supprting details may be prvided, but the attached invice frms are designed t be used by Transmissin Owners as the minimum supprting dcumentatin fr Transmissin Owner invice cver sheets. Fr ISA/CSA phase invicing, TOs wuld submit a cmpleted frm fr each Attachment Facility item (Queue #) and each respective Netwrk Upgrade (Netwrk Upgrade #) as back-up dcumentatin t respective Transmissin Owner invice cver sheets. Nte that the clumns marked Present Allcatin and Reallcatin are fr PJM use nly and are nt t be filled in by the Transmissin Owner. Invices submitted by Transmissin Owners withut the apprpriate back-up frms attached will be returned t the Transmissin Owner unprcessed. Intercnnectin Prcess Phase Feasibility Study Prjects with Agreements executed after 7/8/04 D Impact Study D Facilities Study Attachment Facilities Netwrk Upgrades E E ISA / CSA Detailed Design and Cnstructin Attachment Facilities Netwrk Upgrades F F Exhibit 3: Transmissin Owner Standard Invice Frm Designatin Table Revisin 05, Effective Date: 04/01/

50 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Attachment A: Transmissin Owner Standard Invice Frms INVOICE # DATE: TRANSMISSION OWNER: Transmissin Owner t cmplete all shaded blcks FEASIBILITY STUDIES QUEUE # NAME INVOICE AMOUNT WBS# TOTAL $ - IMPACT STUDIES QUEUE # NAME INVOICE AMOUNT WBS # TOTAL $ - INVOICE TOTAL $ - Exhibit 4: TO Standard Invice Frm D - Feasibility Studies and Impact Studies Revisin 05, Effective Date: 04/01/

51 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Attachment A: Transmissin Owner Standard Invice Frms Exhibit 5: TO Standard Invice Frm E - Facilities Studies (Attachment Facilities and Netwrk Upgrades) Revisin 05, Effective Date: 04/01/

52 Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Attachment A: Transmissin Owner Standard Invice Frms Exhibit 6: TO Standard Invice Frm F - ISA/ICSA Detailed Design and Cnstructin (Attachment Facilities and Netwrk Upgrades) Revisin 05, Effective Date: 04/01/