Intra-PJM Tariffs --> OPEN ACCESS TRANSMISSION TARIFF --> OATT IV. INTERCONNECTIONS WITH THE TRANSMISSION SYSTEM --> OATT Subpart A – INTERCONNECTION PROCEDURES --> OATT 36 Interconnection Requests --> OATT 36.2A Modification of Interconnection Request

36.2AModification of Interconnection Request: 

 

The Interconnection Customer shall submit to the Transmission Provider, in writing, any modification to its project that causes the project's capacity, location, configuration or technology to differ from any corresponding information provided in the Interconnection Request.  The Interconnection Customer shall retain its Queue Position if the modification is in accordance with Tariff, Part IV, Subpart A, sections 36.2A.1, 36.2A.3, or 36.2A.6, or, if not in accordance with one of those sections, is determined not to be a Material Modification pursuant to Tariff, Part IV, Subpart A, section 36.2A.4 below.  Notwithstanding the above, during the course of the Interconnection Studies, the Interconnection Customer, the Interconnected Transmission Owner, or Transmission Provider may identify changes to the planned interconnection that may improve the costs and benefits (including reliability) of the interconnection, and the ability of the proposed change to accommodate the Interconnection Request.  To the extent the identified changes are acceptable to the Transmission Provider and Interconnection Customer, such acceptance not to be unreasonably withheld, Transmission Provider shall modify the project's Point of Interconnection, capacity, and/or configuration in accordance with such changes and shall proceed with any re-studies that Transmission Provider finds necessary in accordance with Tariff, Part VI, Subpart A, section 205.5 and/or Tariff, Part VI, Subpart A, section 207.2, as applicable, provided, however, that a change to the Point of Interconnection shall be permitted without loss of Queue Position only if it would not be a Material Modification.

 

The following language for these sections 36.2A.1 and 36.2A.3 below apply to Interconnection Requests which have entered the New Services Queue prior to May 1, 2012:

 

36.2A.1 Prior to return of the executed System Impact Study Agreement to the Transmission Provider, an Interconnection Customer may modify its project to reduce by up to 60 percent the electrical output (MW) (in the case of a Generation Interconnection Request) or by up to 60 percent of the transmission capability (in the case of a Transmission Interconnection Request) of the proposed project. For increases in generating capacity or transmission capability, the Interconnection Customer must submit a new Interconnection Request for the additional capability and shall be assigned a new Queue Position for the additional capability.

 

36.2A.2 After the System Impact Study Agreement is executed and prior to execution of the Interconnection Service Agreement, an Interconnection Customer may modify its project to reduce the electrical output (MW) (in the case of a Generation Interconnection Request) or the transmission capability (in the case of a Transmission Interconnection Request) of the proposed project by up to the larger of 20 percent of the capability considered in the System Impact Study or 50 MW.

 

The following language for these sections 36.2A.1 and 36.2A.3 below apply to Interconnection Requests which have entered the New Services Queue on or after May 1, 2012:

 

36.2A.1   Modifications Prior to Executing A System Impact Study Agreement

 

36.2A.1.1  Prior to the commencement of the Feasibility Study, an Interconnection Customer may request to reduce by up to 60 percent of the electrical generating facility capability or Maximum Facility Output (MW) (in the case of a Generation Interconnection Request), through either (1) decrease in plant size or (2) a decrease in interconnection service level (consistent with the process described in Tariff, Part IV, Subpart A, section 36.1.1A or the capability (in the case of a Transmission Interconnection Request) without losing its current Queue Position. For Interconnection Requests received in months one through five of the New Services Queue the Interconnection Customer must identify this change prior to the close of business on the last day of the sixth month of the New Services Queue.  For Interconnection Requests received during the sixth month of the New Services Queue the Interconnection Customer must identify this change no later than close of business on the day following the completion of the scoping meeting.

 

36.2A.1.2   After the start of the Feasibility Study, but prior to the return of the executed System Impact Study Agreement to the Transmission Provider, an Interconnection Customer may modify its project to reduce the size of the project as provided in this section 36.2A.1.2, subject to the limitation described in Tariff, Part IV, Subpart A, section 36.2A.7 below.  The Interconnection Customer may reduce its project by up to 15 percent of the electrical generating facility capability or Maximum Facility Output (MW) (in the case of a Generation Interconnection Request), through either (1) a decrease in plant size or (2) a decrease in interconnection service level (consistent with the process described in Tariff, Part IV, Subpart A, section 36.1.1A or capability (in the case of a Transmission Interconnection Request) of the proposed project.  For a request to reduce by more than 15 percent, an Interconnection Customer must request the Transmission Provider to evaluate if such a change would be a Material Modification and the Transmission Provider will allow the Interconnection Customer to reduce the size of its project: (i) to any size if the Transmission Provider determines the change is not a Material Modification; or (ii) by up to 60 percent of the electrical generating facility capability or Maximum Facility Output (MW) (in the case of a Generation Interconnection Request), through either (1) a decrease in plant size or (2) a decrease in interconnection service level (consistent with the process described in Tariff, Part IV, Subpart A, section 36.1.1A) or capability (in the case of a Transmission Interconnection Request) if the Transmission Provider determines the change is a Material Modification, however, such a project that falls within this subsection (ii) would be removed from its current Queue Position and will be assigned a new Queue Position at the beginning of the subsequent queue and a new Interconnection Feasibility Study will be performed consistent with the timing of studies for projects submitted in the subsequent queue.  All projects assigned such new Queue Positions will retain their priority with respect to each other in their newly assigned queue and with respect to all later queue projects in subsequent queues, but will lose their priority with respect to other projects in the queue to which they were previously assigned.  For increases in generating capacity or transmission capability, the Interconnection Customer must submit a new Interconnection Request for the additional capability and shall be assigned a new Queue Position for the additional capability.

 

 

 

 

36.2A.2   Modification of an Interconnection Request for Technological Changes

 

36.2A.2.1For a request to modify a project to include a technological advancement, no later than the return of the executed Facilities Study Agreement (or, if a Facilities Study is not required, prior the return of an executed Interconnection Service Agreement) to the Transmission Provider, an Interconnection Customer may request to modify its Interconnection Request to include a Permissible Technological Advancement without losing its current Queue Position provided Interconnection Customer submits the new machine modeling data associated with such Permissible Technological Advancements no later than the return of the executed Facilities Study Agreement (or, if a Facilities Study is not required, prior to return of an executed Interconnection Service Agreement).  The machine modeling data as specified in the PJM Manuals associated with the requested technological change must be submitted via the PJM website. 

 

36.2A.2.2For a request to modify an Interconnection Request to include a technological advancement that does not qualify as a Permissible Technological Advancement, prior to returning an executed Facilities Study Agreement (or, if a Facilities Study is not required, prior to returning an executed Interconnection Service Agreement) to the Transmission Provider, an Interconnection Customer may request in writing to modify its Interconnection Request to add a technological advancement.  Such requests must also include machine modeling data as specified in the PJM Manuals and submitted via the PJM website.  If PJM determines the data submitted with such request is incomplete or incorrect, PJM will reject such technological change request and the Interconnection Customer may resubmit its technological change request with the complete and/or accurate data.  All technological advancement requests not qualifying as a Permissible Technological Advancement will require a study and be evaluated by the Transmission Provider to determine whether such change would constitute a Material Modification.  Such evaluation will include an analysis of the short circuit capability limits, steady-state thermal and voltage limits, or dynamic system stability and response on subsequent-queued Interconnection Requests.  If the Transmission Provider determines that the technological advancement is not a Material Modification, the Interconnection Customer may modify its Interconnection Request to include such technological advancement.  If the Transmission Provider determines the change is a Material Modification, the Interconnection Customer must withdraw its technological advancement change request to retain its Queue Position or proceed with a new Interconnection Request with such technological change.  PJM shall determine whether a technological advancement is a Material Modification within thirty (30) calendar days of receipt of the technological advancement request. 

 

36.2A.3   Modifications After the System Impact Study Agreement but Prior to Executing an Interconnection Service Agreement

 

After the System Impact Study Agreement is executed and prior to execution of the Interconnection Service Agreement, an Interconnection Customer may modify its project to reduce the size of the project as provided in this section 36.2A.3, subject to the limitation described in Tariff, Part IV, Subpart A, section 36.2A.7 below.  The Interconnection Customer may reduce its project by the greater of 10 MW or 5 percent of the electrical generating facility capability or Maximum Facility Output (MW) (in the case of a Generation Interconnection Request), through either (1) a decrease in plant size or (2) a decrease in interconnection service level (consistent with the process described in Tariff, Part IV, Subpart A, section 36.1.1A) or capability (in the case of a Transmission Interconnection Request) of the proposed project.  For a request to reduce by more than the greater of 10 MW or 5 percent, an Interconnection Customer must request the Transmission Provider to evaluate if such a change would be a Material Modification and the Transmission Provider will allow the Interconnection Customer to reduce the size of its project: (i) to any size if the Transmission Provider determines the change is not a Material Modification; or (ii) by up to the greater of 50 MW or 20 percent of the electrical generating facility capability or Maximum Facility Output (MW) (in the case of a Generation Interconnection Request), through either (1) a decrease in plant size or (2) a decrease in interconnection service level (consistent with the process described in Tariff, Part IV, Subpart A, section 36.1.1A)or capability (in the case of a Transmission Interconnection Request) if the Transmission Provider determines the change is a Material Modification, however, such a project that falls within this subsection (ii) would be removed from its current Queue Position and will be assigned a new Queue Position at the beginning of the subsequent queue and a new System Impact Study will be performed consistent with the timing of studies for projects submitted in the subsequent queue.  All projects assigned such new Queue Positions will retain their priority with respect to each other in their newly assigned queue and with respect to all later queue projects in subsequent queues, but will lose their priority with respect to other projects in the queue to which they were previously assigned.

 

36.2A.4

 

Prior to making any modifications other than those specifically permitted by Tariff, Part IV, Subpart A, sections 36.2A.1, 36.2A.3 and 36.2A.6, the Interconnection Customer may first request that the Transmission Provider evaluate whether such modification is a Material Modification.  In response to the Interconnection Customer's request, the Transmission Provider shall evaluate the proposed modifications prior to making them and shall inform the Interconnection Customer in writing of whether the modification(s) would constitute a Material Modification.  For purposes of this section 36.2A.4, any change to the Point of Interconnection (other than a change deemed acceptable under Tariff, Part IV, Subpart A, sections 36.1.5, 36.2.1, or 36.2A.1) or increase in generating capacity shall constitute a Material Modification.  The Interconnection Customer may then withdraw the proposed modification or proceed with a new Interconnection Request for such modification.

 

36.2A.5

 

Upon receipt of the Interconnection Customer's request for modification under Tariff, Part IV, Subpart A, section 36.2A.4, the Transmission Provider shall commence and perform any necessary additional studies as soon as practicable, but, except as otherwise provided in this Subpart A, the Transmission Provider shall commence such studies no later than thirty (30) calendar days after receiving notice of the Interconnection Customer's request.  Any additional studies resulting from such modification shall be done at the Interconnection Customer's expense.  Transmission Provider shall not require a separate deposit for any additional studies required as a result of Interconnection Customer's request for modification under Tariff, Part IV, Subpart A, section 36.2A.4 above.  Instead, all such study costs shall be invoiced and paid as work to be conducted under the Feasibility Study, System Impact Study, or Facilities Study, as applicable.

 

36.2A.6

 

Extensions of less than three (3) cumulative years in the projected date of Initial Operation of the Customer Facility are not material and shall be handled through construction sequencing. 

 

The proposed Commencement Date can be extended (i) after the scoping meeting, once study timing is fully understood, not to exceed seven (7) years; (ii) due to study delays; or (iii) due to associated Network Upgrade construction timing.

 

The following language applies to Interconnection Requests which have entered the New Services Queue on or after May 1, 2012.

 

36.2A.7

 

An Interconnection Customer may be assigned a new queue position as provided for in Tariff, Part IV, Subpart A, sections 36.2A.1.2, or 36.2A.3 a total of two times for any single Interconnection Request.  In the event that Interconnection Customer seeks to reduce the size of its project such that Transmission Provider determines the change is a material modification, and such change would result in the third assignment of a new queue position under Tariff, Part IV, Subpart A, sections 36.2A.1.2, or 36.2A.3, then the Interconnection Request shall be terminated and withdrawn if the Interconnection Customer proceeds with such change.

 

 

Effective Date: 1/3/2023 - Docket #: ER22-2110-000 - Page 1

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