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[Date]
Ms. Deborah A. Le Vine
California ISO
Director, Implementation Contracts and Management
250 Outcropping Way
Folsom, CA 95630
QueueManagement@caiso.com
Subject: [Project Name] (ISO Queue Number __ ) Quarterly Status Report
[Interconnection Customer Name] provides the following status updates on the
progress of [Project Name]:
1. Environmental or land use permit status
What permits are required for the project (examples: CUP, CEQUA, SF299,
Cost Recovery Account, EIR, EIS)? Which permits are approved? Which are
still outstanding? What is the estimated approval date for the outstanding
permits?
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2. Financing status
Please provide a summary of the recent financing activities for the project and
proof that financial security has been posted per the terms of the
Interconnection Agreement.
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3. Land acquisition
Please provide land acquisition status or proof that site exclusivity is current.
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4. Written notice to proceed
Have you provided the notification to the Participating Transmission Owner
(PTO) to design, procure, and construct transmission upgrades?
Quarterly Status Report Template for Generators with Executed Interconnection Agreements
http://www.caiso.com/documents/QuarterlyStatusReportTemplate_Version3.doc
Updated: September 23, 2015
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☐ Yes
☐ No
If not, when is it due?
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5. Equipment Ordered
Have you ordered equipment to construct your project?
☐ Yes
☐ No
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6. Project Modification
Have any of the project facts changed since the facilities study or phase 2
results were published?
☐ Yes
☐ No
If yes, have these changes been reviewed through the material modification
review process?
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7. Affected System
Are there any Identified Affected Systems for this project?
☐ Yes
☐ No
If yes, list Identified Affected Systems: Click here to enter text.
Which Affected Systems have you contacted and what were the responses?
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8. Metering and telemetry
Quarterly Status Report Template for Generators with Executed Interconnection Agreements
http://www.caiso.com/documents/QuarterlyStatusReportTemplate_Version3.doc
Updated: September 23, 2015
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Have you completed the design for your metering and telemetry?
☐ Yes
☐ No
If yes, have you contacted NewResourceImplementation@caiso.com?
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If not, what is the estimated completion date for metering and telemetry
design?
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9. Station Power
Please describe the project’s plan for receiving station power. Has the
project made arrangements for station power with the local retail service
provider?
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10. In-service date
What is the in-service Date specified in the Interconnection Agreement? Click
here to enter text.
Is the project still on track to meet this in-service date?
☐ Yes
☐ No
If not, please provide the projected in-service date and an explanation here,
and submit a request for a material modification assessment to
queuemanagement@caiso.com with an explanation of the cause of the delay.
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Is the project within 9 months of its in service date?
☐ Yes
☐ No
If yes, have you contacted NewResourceImplementation@caiso.com to begin
the implementation process? Are you in an upcoming Full Network Model
data base build?
Quarterly Status Report Template for Generators with Executed Interconnection Agreements
http://www.caiso.com/documents/QuarterlyStatusReportTemplate_Version3.doc
Updated: September 23, 2015
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☐ Yes, which model build: Click here to enter text.
☐ No
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11. Initial Synchronization
What is the initial synchronization date specified in the Interconnection
Agreement? Click here to enter text.
Is the project still on track to meet this initial synchronization date?
☐ Yes
☐ No
If not, please provide the projected initial synchronization date and an
explanation here with the cause of the delay.
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12. ISO Program Participation
Is the project involved in any of the following ISO programs? Are you on track
to meet the program’s requirements?
 Multi-stage generator
☐ Yes
☐ No

PIRP – participating intermittent resource

☐ Yes
☐ No
QF – qualifying facility

☐ Yes
☐ No
RA – resource adequacy

☐ Yes
☐ No
ISO Station Power Program

☐ Yes
☐ No
Use-limited resource
Quarterly Status Report Template for Generators with Executed Interconnection Agreements
http://www.caiso.com/documents/QuarterlyStatusReportTemplate_Version3.doc
Updated: September 23, 2015
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☐ Yes
☐ No
If yes, are you on track to meet the program’s requirements?
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13. BAA
Is the current date within three months of the Initial Synchronization Date
outlined in the contract or the actual Initial Synchronization Date?
☐ Yes
☐ No
If yes, has the IC provided the ISO and PTO with Balancing Authority Area
notice?
☐ Yes
☐ No
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14. Construction status for the project and interconnection facilities
Has the project broken ground?
☐ Yes
☐ No
Is the construction schedule for the project and interconnection facilities on
time? Please provide photos if practical.
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15. Testing status
Has your project started putting test energy on the grid?
☐ Yes
☐ No
Quarterly Status Report Template for Generators with Executed Interconnection Agreements
http://www.caiso.com/documents/QuarterlyStatusReportTemplate_Version3.doc
Updated: September 23, 2015
*please print on company letterhead
If yes, what percent complete is the testing? Have any major issues come
up? Is there any risk to the contract milestone dates?
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16. Commercial Operation for Markets
Is the project planning to declare Commercial Operation for Markets in
advance of declaring Commercial Operation as specified in the
Interconnection Agreement?
☐ Yes
☐ No
If yes, please describe the current plan for the block implementation
schedule. Has the project executed an Implementation Plan with the ISO?
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17. Commercial Operation Date
Is the project still on track to meet the Commercial Operation Date (COD)
specified in the Interconnection Agreement?
☐ Yes
☐ No
If not, please provide an explanation here and submit a request for material
modification review to queuemanagement@caiso.com with an achievable
date and an explanation of the cause of the delay.
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18. Point Of Contact/ Ownership
Has the primary point of contact, Interconnection Customer of Record, or
upstream ownership changed for the project? Who should ISO Queue
Management reach out to with questions?
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Quarterly Status Report Template for Generators with Executed Interconnection Agreements
http://www.caiso.com/documents/QuarterlyStatusReportTemplate_Version3.doc
Updated: September 23, 2015