4901:1-22-09 Scoping meeting and interconnection studies.

(A) The electric distribution utility (EDU)_will designate an employee or office from which information on the requirements for EDU's application review process can be obtained through an informal request by the applicant during a scoping meeting that includes discussion of the following:

(1) The applicant's proposed interconnection of a distributed generation facility at a specific location on the EDU's distribution system.

(2) Qualifications under EDU's level 1, level 2 or level 3 review procedures.

(3) Existing EDU studies relevant to the interconnection request.

(4) Reasonable requests from the applicant for EDU information including relevant system studies as well as other material useful to an understanding of an interconnection at a particular point on the system to the extent such information does not violate confidentiality provisions of prior agreements or critical infrastructure requirements.

(B) Scheduling of a scoping meeting will be established within ten business days after the scoping meeting has been requested by the applicant or as agreed to by the parties.

(C) Queuing

(1) When an interconnection request is complete, the EDU shall assign the application a queue position to establish the order in which the interconnection request will be reviewed in relation to other interconnection requests on the same or nearby sections of the EDU's distribution system.

(2) The queue position of an interconnection request shall be used to determine the cost responsibility necessary for the construction of any facilities to accommodate the interconnection in relation to other interconnection requests on the same or nearby sections of the EDU's distribution system.

(3) The EDU shall notify the applicant at the scoping meeting about other higher-queued applicants.

(D) Interconnection study requirements

(1) A specific interconnection study may be required by the EDU prior to interconnection service that will include the following:

(a) Each type of study required will include an EDU interconnection tariff fee schedule approved by the commission.

(b) Each type of study will be the subject of a written agreement between the applicant and the EDU that includes the following:

(i) A target date for completion of any required feasibility study, system impact study, and facilities study.

(ii) A provision to share the results of the study by the EDU with the applicant.

(c) The written agreement discussed in paragraph (D)(1)(b) of this rule may include an alternative provision that allows the required studies related to the interconnection of the generating facility(s) to be conducted by a qualified third party with the consent of the EDU.

(d) A written statement provided to the applicant by the EDU prior to the study that includes the following:

(i) A clear explanation of all charges.

(ii) A good faith estimate of the number of hours that will be needed to complete the study.

(iii) An estimate of the total interconnection study fee.

(2) By mutual agreement of the parties, a feasibility study, a system impact study, or a facilities study under level 3 procedures may be waived by the EDU.

(3) When the EDU determines, as a result of the studies conducted under a level 3 review, that it is appropriate to interconnect the distributed generation facility, the EDU shall provide the applicant with a standard distributed generation interconnection agreement. The standard interconnection agreement shall incorporate the uniform requirements for an interconnection agreement enumerated in rule 4901:1-22-10 of the Administrative Code, and a mutually agreed upon timetable for the physical interconnection of the applicant's proposed distributed generation facility to the EDU's system.

(4) If the interconnection request is denied, the EDU shall provide a written explanation within five days from the denial. The EDU must allow the applicant thirty days to cure the reasons for denial while the applicant's position in the queue is maintained.

(E) The feasibility study

(1) No later than five business days after the scoping meeting, the EDU shall provide the applicant with a feasibility study agreement in accordance with the EDU's tariff to determine the feasibility of interconnecting the applicant's proposed distributed generation facility at a particular point on the EDU's system. The study shall include both of the following:

(a) An outline of the scope of the study.

(b) A non-binding good faith estimate of the cost to perform the study.

(2) A feasibility study shall include the following analyses for the purpose of identifying a potential adverse system impact to the EDU's system that would result from the interconnection:

(a) Initial identification of any circuit breaker short circuit capability limits exceeded as a result of the interconnection.

(b) Initial identification of any thermal overload or voltage limit violations resulting from the interconnection.

(c) Initial review of grounding requirements and system protection.

(d) A description and nonbinding estimated cost of facilities required to interconnect the distributed generation facility to the EDU's system in a safe and reliable manner.

(3) When an applicant requests that the feasibility study evaluate multiple potential points of interconnection, additional evaluations may be required.

(4) The actual cost of the EDU's additional evaluations shall be paid by the applicant.

(F) The system impact study

(1) No later than five business days after the completion of or a waiver of the feasibility study, the EDU shall provide a distribution system impact study agreement to the applicant, using a form of system impact study agreement in accordance with the EDU's tariff that includes an outline of the scope of the study and a nonbinding good faith estimate of the cost to perform the study.

(2) If the feasibility study concludes there is no adverse system impact, or the study identifies an adverse system impact but the EDU is able to identify a remedy, no system impact study is required.

(3) A system impact study shall evaluate the impact of the proposed interconnection on the safety and reliability of the EDU's system. The study shall:

(a) Identify and detail the system impacts that result when a distributed generation facility is interconnected without project or system modifications.

(b) Consider the adverse system impacts identified in the feasibility study, or potential impacts including those identified in the scoping meeting.

(c) Consider all generating facilities that, on the date the system impact study is commenced, are directly interconnected with the EDU's system.

(d) Consider pending higher queue position of facilities requesting interconnection to the system, or consider pending higher queue position of facilities requesting interconnection having a signed interconnection agreement.

(4) A system impact study performed by the EDU shall consider the following criteria:

(a) A load flow study.

(b) A short circuit analysis.

(c) A stability analysis.

(d) Voltage drop and flicker studies.

(e) Protection and set point coordination studies.

(f) Grounding reviews.

(5) The EDU shall state the underlying assumptions of the study and show the results of the analyses to the applicant, including the following:

(a) Any potential impediments to providing the requested interconnection service.

(b) Any required distribution system upgrades and provide a nonbinding good faith estimate of cost and time to construct the system upgrades.

(G) The facilities study

(1) Within five business days of completion of the system impact study, a report will be transmitted by the EDU to the applicant with a facilities study agreement in accordance with the EDU's interconnection tariff.

(2) When the parties agree at the scoping meeting that no system impact study is required, the EDU shall provide to the applicant, no later than five business days after the scoping meeting, a facilities study agreement in accordance with the EDU's interconnection tariff that enables the EDU to determine the interconnection facilities needed to interconnect the applicant's proposed distributed generation facility at a particular point on the EDU's system.

(3) The facilities study agreement shall include both of the following:

(a) An outline of the scope of the study.

(b) A nonbinding good faith estimate of the cost to perform the study to cover the cost of the equipment, engineering, procurement and construction work, including overheads, needed to implement the conclusions of the feasibility study and/or the system impact study to interconnect the distributed generation facility.

(4) The facilities study shall identify all of the following:

(a) The electrical switching configuration of the equipment, including transformer, switchgear, meters, and other station equipment.

(b) The nature and estimated cost of the EDU's interconnection facilities and distribution upgrades necessary to accomplish the interconnection.

(c) An estimate of the time required to complete the construction and installation of such facilities.

(5) The parties may agree to permit an applicant to separately arrange for a third party to design and construct the required interconnection facilities under the following conditions:

(a) The EDU may review the facilities to be designed and constructed by a third party under provisions included in the facilities study agreement for that purpose.

(b) The applicant and the third party separately arranging for design and construction agree to comply with security and confidentiality requirements.

(c) The EDU shall provide the applicant with all relevant information and required specifications available to permit the applicant to obtain an independent design and cost estimate for the facilities, which must be built in accordance with the specifications.

Effective: 10/22/2007
R.C. 119.032 review dates: 09/30/2012
Promulgated Under: 111.15
Statutory Authority: 4928.06
Rule Amplifies: 4928.11