PJM Manual 14C Generatin and Transmissin Intercnnectin Facility Cnstructin Revisin: 07 Effective Date: May 23, 2012 Prepared by Pwer System Crdinatin Department Reliability Integratin Divisin PJM 2012 Revisin 07, Effective Date: 05/23/2012 1
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... 2 ABOUT PJM MANUALS... 2 ABOUT THIS MANUAL... 2 Intended Audience... 2 References... 3 USING THIS MANUAL... 3 What Yu Will Find In This Manual... 3 Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / ICSA) Implementatin Phase Management... 5 1.1 OVERVIEW... 5 1.2 ISA / ICSA IMPLEMENTATION PHASE WORK BREAKDOWN STRUCTURE (WBS)... 5 1.2.1 Applicatin t Reginal Transmissin Expansin Plan (RTEP) Prjects.. 6 1.2.2 Large Generatin Resurces / Small Generatin Resurces... 7 1.2.3 Transmissin Owner Facilities... 7 1.2.4 Attachment Facilities... 7 1.2.5 Netwrk Upgrades... 8 1.2.6 Baseline Upgrades and Transmissin Owner Identified Upgrades... 9 1.2.7 Custmer Facilities... 9 1.2.8 Generatr Markets and Operatins... 10 1.3 ISA/ICSA IMPLEMENTATION PHASE TEAM ROLE CLARITY...12 Sectin 2: Intercnnectin Crdinatin Prject Cntrls... 18 2.1 OVERVIEW...18 2.2 SCHEDULES / MILESTONE TRACKING...18 2.2.1 Transmissin Owner Milestne Tracking:... 19 2.2.2 Custmer Facility Cnstructin Milestne Tracking:... 20 2.3 COST TRACKING...21 2.3.1 Transmissin Owner Cst Estimate Prjectin Tracking:... 21 2.4 PJM BILLING PROCESS...22 2.5 ISA / ICSA SCOPE CHANGE PROCESS...28 2.6 PROJECT MEETINGS...30 2.7 PROJECT SITE REVIEWS...30 2.8 OUTAGE COORDINATION...31 2.9 SUSPENDED PROJECTS...32 Revisin 07, Effective Date: 05/23/2012 ii
Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Table f Cntents 2.10 PROJECT COMMUNICATION, REPORTING AND DOCUMENTATION...33 2.10.1 Mnthly Status Reprts:... 33 2.10.2 Dcumentatin fr Prject Meetings:... 33 2.10.3 Ntice f Cmpletin:... 33 2.10.4 PJM Dcumentatin Required frm the Intercnnectin Custmer prir t Synchrnizatin:... 33 2.11 PJM DOCUMENTATION REQUIRED FROM THE TRANSMISSION OWNER PRIOR TO SYNCHRONIZATION:...34 2.12 GENERATOR ASBUILT DATA REQUIREMENTS...34 2.13 DISPUTE RESOLUTION...35 2.14 PROJECT CLOSEOUT...35 Sectin 3: Technical and Cnstructin Requirements... 36 3.1 TRANSMISSION OWNER STANDARDS PJM WEBSITE...36 3.1.1 Need fr Intercnnectin Technical Requirements... 36 3.1.2 Applicatin f Intercnnectin Technical Requirements... 37 3.1.3 Technical Requirements n PJM website (www.pjm.cm)... 37 3.2 CONSTRUCTION STANDARDS PJM WEBSITE...37 3.2.1 Need fr Cnstructin Standards... 37 3.2.2 Applicatin f ITO Cnstructin Standards... 38 3.2.3 Cnstructin Standards n PJM website (www.pjm.cm)... 38 Sectin 4: Optin t Build... 39 4.1 OPTION TO BUILD...39 Attachment A: Transmissin Owner Standard Invice Frms... 44 Attachment B: ISA/ICSA Scpe Change Prcess... 49 Attachment C: Generatr AsBuilt Data Frm... 51 Attachment D: Ntificatin f Intent t Exercise Optin t Build... 57 Revisin Histry... 58 Revisin 07, Effective Date: 05/23/2012 iii
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...44 Exhibit 4: TO Standard Invice Frm D Feasibility Studies and Impact Studies...45 Exhibit 5: TO Standard Invice Frm E Facilities Studies (Attachment Facilities and Netwrk Upgrades)...46 Exhibit 6: TO Standard Invice Frm F ISA/ICSA Detailed Design and Cnstructin (Attachment Facilities and Netwrk Upgrades)...47 Exhibit 7: Example f ISA/ICSA Phase Quarterly Cst Recnciliatin...48 Exhibit 8: ISA/ICSA Scpe Change Prcess Diagram...49 Exhibit 9: ISA/ICSA Scpe Change Frm...50 Revisin 07, Effective Date: 05/23/2012 iv
Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Apprval and Current Revisin Apprval Date: 05/23/2012 Effective Date: 05/23/2012 Al Elmy, Manager Intercnnectin Prjects Department Apprval Revisin 07 (05/23/2012): Current Revisin Updated infrmatin n access t Transmissin Owner s Applicable Technical Requirements and Standards. Revisin 07, Effective Date: 05/23/2012 1
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 www.pjm.cm and select Manuals under the Dcuments pulldwn 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 07, Effective Date: 05/23/2012 2
Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Intrductin Transmissin Owners respective engineering and cnstructin staff and cnsultants. PJM Members. PJM Staff. NOTE: The term Intercnnectin Custmer is used thrughut this dcument and is intended t refer t bth Generatin Intercnnectin Custmers and Merchant Transmissin Custmers. References There are ther PJM dcuments that prvide bth backgrund and detail n ther tpics. PJM Manual fr Generatin and Transmissin Intercnnectin Prcess Overview (M14A) 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 07, Effective Date: 05/23/2012 3
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. 1.1 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. 1.2 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 subcategry 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 07, Effective Date: 05/23/2012 5
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 1.2.1 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 nnjurisdictinal 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 nnjurisdictinal 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 07, Effective Date: 05/23/2012 6
Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management 1.2.2 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. 1.2.3 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. 1.2.4 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 preutage cnstructin and testing activities; hwever, interim utages may be required in sme cases. Revisin 07, Effective Date: 05/23/2012 7
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. 1.2.5 Netwrk Upgrades Netwrk Upgrades and their cst allcatin methdlgies are discussed in greater detail in PJM Manual M14B, 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 tiein is cmplete. NnDirect 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 NnDirect 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 07, Effective Date: 05/23/2012 8
Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management all preutage 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. 1.2.6 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 basecase 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. 1.2.7 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 07, Effective Date: 05/23/2012 9
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.). 1.2.8 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 M14D, 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, nline cmmunicatin). Revisin 07, Effective Date: 05/23/2012 10
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 setup and implementatin. Granting f capacity status t generating facility. PreOperatinal 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 07, Effective Date: 05/23/2012 11
Manual 14c: Generatin and Transmissin Intercnnectin Facility Cnstructin Sectin 1: Intercnnectin Service Agreement / Intercnnectin Cnstructin Service Agreement (ISA / CSA) Implementatin Phase Management 1.3 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 M14C (at the bttm f Exhibit 2). Revisin 07, Effective Date: 05/23/2012 12
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 07, Effective Date: 05/23/2012 13
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 interrganizatinal 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 Setup and Implementatin Facilitating the reslutin f Cntractual / Tariff Issues, prject cnflicts, dispute reslutin. Revisin 07, Effective Date: 05/23/2012 14
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 retling 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 07, Effective Date: 05/23/2012 15
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 07, Effective Date: 05/23/2012 16
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 M14D fr details): Operatins Planning Crdinatin f Custmer Facility naming cnventin issues, and system mdeling, and utage planning. System Operatins Lng range and detailed utage crdinatin related t intercnnectin energizatin, netwrk upgrades, and Custmer Facility cmmercial peratin. PJM Net 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 setup / implementatin f apprpriate etl accunts. Metering & Cmmunicatins Crdinatin f Metering Plan, PJM membership, applicatin fr etl 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 inservice dates. Revisin 07, Effective Date: 05/23/2012 17
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. 2.1 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 M14C 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 AsBuilt Data Dispute Reslutin Prject Clseut 2.2 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 07, Effective Date: 05/23/2012 18
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: 2.2.1 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 07, Effective Date: 05/23/2012 19
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. 2.2.2 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 07, Effective Date: 05/23/2012 20
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.). 2.3 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: 2.3.1 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 07, Effective Date: 05/23/2012 21
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 grssup) amunts, nly if applicable. In ther wrds, if an Intercnnectin Custmer has successfully pursued the Private Letter Ruling prcess and tax grssup amunts are nt being billed t the Intercnnectin Custmer (via PJM) and cllected, then tax grssup amunts shuld nt be included in these cst estimate prjectins. If tax grssup amunts are being billed and cllected by the Transmissin Owner, then the cst estimate prjectins shuld include tax grssup amunts. This guideline will increase the accuracy f PJM s databases since actual billing amunts will be utilized. 2.4 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 2003. Revisin 07, Effective Date: 05/23/2012 22
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 N2). 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 2003. 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 07, Effective Date: 05/23/2012 23
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 rightfway fees, permits, etc.) CIAC Tax Grssup 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. 9.3. Acknwledging the varius scenaris fr the timing f cmpletin f Attachment Facilities r Netwrk Upgrades, cmpletin f Intercnnectin Revisin 07, Effective Date: 05/23/2012 24