Behind the Fence (BTF) Study Scope
[Insert Market Participant Name]
[Insert Project Name]
AESO Project Number: [000]
Company Name
Engineer Name P.Eng.
Date
Engineer Signature
Date
Signature
[Studies Consultant]
[AESO (Project Studies Engineer)]
Company Name
Name
[Insert Market Participant Name]
Document Release R1
[insert date]
AESO Behind the Fence Study Scope
Table of Contents
1
PROJECT DESCRIPTION ....................................................................................... 4
2
AREA OVERVIEW................................................................................................... 5
3
CONNECTION ALTERNATIVES................. ERROR! BOOKMARK NOT DEFINED.
4
SCOPE OF STUDY ................................................................................................. 7
4.1
Connection Studies to be Performed ............................................................................................... 7
4.2
Connection Studies Excluded .......................................................................................................... 7
5
AESO STUDY REQUIREMENTS, CRITERIA, STANDARDS AND RULES ........... 9
5.1
AESO Reliability Criteria ................................................................................................................ 10
5.2
AESO Market Participant Connection Study Requirements .......................................................... 10
5.3
AESO Generation and Load Interconnection Standard ................................................................. 10
5.4
AESO OPP - XXX (applicable for the area) ................................................................................... 10
5.5
[Add applicable headings for any additional AESO requirements, criteria, standards, rules,
guidelines, IDs ADs and OPPs] .................................................................................................................. 10
6
STUDY ASSUMPTIONS AND MODELING ........................................................... 11
6.1
Load Assumptions .......................................................................................................................... 11
6.2
Generation & Intertie Flow Assumptions ........................................................................................ 13
6.3
Facility Ratings ............................................................................................................................... 13
6.4
Shunt Elements .............................................................................................................................. 14
6.5
Voltage Profile Assumptions .......................................................................................................... 14
6.6
Project Assumptions ...................................................................................................................... 15
6.7
Market Participant Selected Projects ............................................................................................. 15
6.8
Protection Fault Clearing Time ...................................................................................................... 16
6.9
Dynamic Data ................................................................................................................................. 16
7
STUDY METHODOLOGY ..................................................................................... 18
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7.1
Power Flow Analysis ...................................................................................................................... 18
7.2
Voltage Stability Analysis ............................................................................................................... 19
7.3
Short Circuit Analysis ..................................................................................................................... 19
7.4
Transient Stability Analysis ............................................................................................................ 20
8
ENGINEERING REPORT ...................................................................................... 21
9
APPLICABILITY TERM ......................................................................................... 22
10
KEY ENGINEERS .............................................................................................. 23
11
REVISION HISTORY ......................................................................................... 24
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INSTRUCTIONS FOR USE

Template not to be changed, do not add or delete sections
o Place ‘N/A’ in sections that are not applicable.

Fill out to best portray your project – complete sections based on project specific
needs
PURPOSE

The purpose of the study scope is to define the boundaries of the study. It also
identifies the assumptions, basis and criteria to be used in the study and lists the
steps to be taken in performing the study.
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1
Project Description
This section is compiled by the Market Participant.
Why is the Market Participant coming to the AESO? State the project location and a
description of Market Participant requested facility upgrades or connection.
Include targeted in-service date for load, generation and all other Market Participant
proposed assets.
Generation Component (Generally not applicable for Load projects)

State size of the generator(s) and estimated Maximum Authorized Real Power
(MARP) and Maximum Capability (MC) levels;1

Describe type of generator(s);

State estimated reactive power capability of the generator(s) when producing
MARP;

State potential Supply Transmission Service (STS) which the Market Participant
intends to apply for and operate at when connected to the grid;

Comment on possible future expansion plans and anticipated timing for such
expansion; and

State the generator capacity factor and availability.
Load Component

State estimated maximum amount of load to be connected along with the
expected power factor;

Describe type of load;

State potential Demand Transmission Service (DTS) which the Market
Participant intends to apply for; and

Comment on possible future expansion plans and anticipated timing for such
expansion.
1
Maximum Authorized Real Power (MARP) and Maximum Capability (MC) are defined in the
Consolidated Authoritative Document Glossary posted on the AESO website:
http://www.aeso.ca/downloads/Consolidated_Authoritative_Document_Glossary.pdf
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2
Area Overview
This section is compiled by the AESO Studies Engineer.
Describe the study area and provide an overview of the area including relevant
diagrams of salient features such as surrounding transmission lines, substations,
generating assets, and reactive elements.
Describe any known constraint(s) in the connection area or its vicinity; include how the
constraint(s) are managed operationally and which Operating Policies and Procedures
(OPP), Information Document(s)s (ID) and Authoritative Document(s) (AD) are applied
in the area.
Outline all existing manual or automatic Remedial Action Schemes (RAS) in the area.
Describe AESO long term transmission development plans and their anticipated
timeline in the area; use a table format where possible. Include any possible risks on the
Market Participant connection proposal if any delays in the long term plans.
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3
Proposed Development
This section is compiled by the Market Participant and Studies Consultant in
collaboration with the AESO Studies Engineer.

Outline proposed development

Describe the proposed development and include connection diagrams as
appropriate to show Market Participant connections;

Identify the alternative(s) that will be included in the studies. Provide the rationale
for the selection.

Provide rationale for rejecting the other alternatives from any further assessment;
and

Include detailed Single Line Diagrams for all alternatives that will be included in
the studies.
The AESO long term transmission development plans may be considered
consideration. For example, this BTF project may be relevant or have dependencies
with certain System projects.
Other alternatives must be considered where possible if the connection study results
indicate the above proposed connections may cause potential adverse impact on the
system or violation of the AESO Reliability Criteria.
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4
Scope of Study
This section is compiled by the Studies Consultant in collaboration with the AESO
Studies Engineer.
Define the Study Area (i.e. AESO Planning areas) which will be studied and monitored
when performing connection studies.
Include project category determined by the AESO: level one or two. Project category is
defined in the AESO Market Participant Connection Study Requirements document.
Describe scope of engineering studies the Market Participant intends to complete to
produce the connection proposal and the objectives of performing such studies.
Outline connection studies the Market Participant is planning to perform and the studies
excluded from the study scope in the following subsections.
4.1
Connection Studies to be Performed
Outline all studies that the Market Participant is intending to complete for assessing the
connection proposal, such as:
1. Power flow (Category A, B or C from the AESO Reliability Criteria (existing) and
Alberta Reliability Standards (ARS – at the time this document was written ARS
was under development; the standards must be applied when in effect.);
2. Voltage stability (Category A, B or C);
3. Short circuit analysis;
4. Transient stability analysis (Category A, B or C); and
5. [Any other applicable studies deemed necessary to assess transmission system
performance such as motor starting studies when the Market Participant facility include
motor load.]
4.2
Connection Studies Excluded
Outline studies excluded from the study scope and give reasons why these studies are
deemed unnecessary when assessing the overall Market Participant connection
proposal.
1. Power flow (Category A, B or C);
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2. Voltage stability (Category A, B or C);
3. Short circuit analysis;
4. Transient stability analysis (Category A, B or C); or
5. [Any other relevant system studies viewed unnecessary when assessing Market
Participant facility connection or upgrades such as motor starting studies.]
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5
AESO Study Requirements, Criteria, Standards
and Rules
This part is compiled by the AESO Studies Engineer.
List all AESO requirements, criteria, standards, rules and guidelines, which will be
applied when performing studies to assess the connection proposal.
Include all applicable AESO Information Documents (“IDs”), Authoritative Documents
(“ADs) Operating Policies and Procedures (“OPPs”), and any practice or guidelines
(market or otherwise) that shall be considered when assessing the connection proposal.

AESO Reliability Criteria

AESO Market Participant Connection Study Requirements

AESO Generation and Load Interconnection Standard

AESO Operating Policies and Procedures (applicable for the area)

[List any additional AESO requirements, criteria, standards, rules, guidelines, IDs, ADs
and OPPs]
The following subsections are compiled by the Studies Consultant.
Describe, in detail, application of the above noted AESO requirements, criteria,
standards, rules, applicable IDs, ADs and OPPs, practice, and guidelines (market or
otherwise) when performing the connection studies prescribed in this document.
As shown a separate subsection shall be provided for each of the AESO requirements,
criteria, standards, rules, applicable IDs, ADs and OPPs, practice and guidelines;
subsection heading will reflect the applicable requirement, criteria, standard, rules,
applicable IDs, ADs and OPPs, practice and guideline
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5.1
AESO Reliability Criteria
5.2
AESO Market Participant Connection Study Requirements
5.3
AESO Generation and Load Interconnection Standard
5.4
AESO OPP - XXX (applicable for the area)
5.5
[Add applicable headings for any additional AESO requirements,
criteria, standards, rules, guidelines, IDs ADs and OPPs]
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6
Study Assumptions and Modeling
This part is compiled by the Studies Consultant in collaboration with the AESO Studies
Engineer.
Describe the study assumptions and itemize AESO Base Cases and Auxiliary Data
Files that will be used to create study cases – winter peak, summer peak or system light
for 20xx year.
Explain intended modifications in the AESO Base Cases to create study cases for
connection studies: load/generation/intertie assumptions, and other relevant study
assumptions or data that can affect study results.
6.1
Load Assumptions
This section is compiled by the AESO Studies Engineer in collaboration with AESO
Forecasting.
[Please confirm with the Load Forecasting team before Study Scope is finalized)]
Describe load assumptions and identify the AESO load forecast that will be applied –
peak/light season conditions, year(s), specific regional characteristics, and other data
relevant to load forecast / assumptions. Load assumptions should be provided in a
suitable table format.
Table 6.1-1: Study Area Load (latest corporate forecast – FC 20XX)
Recorded peak load
(MW)
Area Name and Number
Forecast peak load
(MW)
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Area Name & #
Summer
Winter
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For load connection projects only, provide load forecast for any new Point of Delivery
(PoD) substation that is being proposed for connection. If the connection project
involves changes to the loading levels at existing PoDs, then provide load forecast
tables to show the load changes with and without the connection project. Use a suitable
table format.
Table 6.1-3: Load Forecast at the Affected Facilities without the Connection Project
Substation Name and
Number
Substation
Name & #
Summer
Substation
Name & #
Summer
Recorded peak load
(MW)
Forecast peak load
(MW)
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Winter
Winter
Table 6.1-4: Load Forecast at the Affected Facilities with the Connection Project
Substation Name and
Number
Substation
Name & #
Summer
Substation
Name & #
Summer
Recorded peak load
(MW)
Forecast peak load
(MW)
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Winter
Winter
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6.2
Generation & Intertie Flow Assumptions
This section is compiled by the AESO Studies Engineer.
List local generators in the study region that are already included in the AESO Base
Cases or will be included in the study cases. Include the dispatch levels that will be
modeled in the study cases in a suitable table format. If there is multiple generation
dispatches being considered add columns to table 6.2-1.
Table 6.2-1: Summary of Local Generators in the Study Case(s)
(Existing relevant or key generators & generator(s) described in Section 1 of this
document)
Name
Units
Facility A
(existing)
Facility B
(existing)
Facility C
(proposed)
MARP
(MW)
Qmax
(MVar)
Qmin
(MVar)
Generation Level
modeled in the
Study Case (MW)
#1
#2
#3
#1
#2
#1
#2
Total
Indicate the range of generation level that will be considered for the existing generators.
Indicate the MARP levels that will be studied for any new assets the Market Participant
is proposing to connect; include reactive power capability of the generator(s) at MARP.
Indicate all assumptions on intertie flow between Alberta and WECC system. Include
flow assumptions between Alberta and SaskPower where applicable.
6.3
Facility Ratings
This section is compiled by the TFO when acting as the studies consultant; in other
cases this section is complied by the AESO Studies Engineer.
Include suitable tables to show facility ratings for relevant or key 69kV and above
equipment (existing and new) in the study region. Example shown in Green.
Table 6.3-1: Summary of facility ratings in the study region
Transmission Line
Summer (MVA)
Winter (MVA)
7L64 Keg River 789S to High Level 786S
114
145
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Station Name and Number
North Calder 37S
6.4
Transformer
MVA Rating
240/138 kV
transformer
(T6)
448
Shunt Elements
This section is compiled by the TFO when acting as the studies consultant; in other
cases this section is compiled by the AESO Studies Engineer.
State all assumptions made on shunt elements in the study region, their size and status
using a suitable table format.
Table 6.4-1: Summary of shunt elements in the study region
Capacitors
Substation
Name and
Number
Nominal
Bus
Voltage
(kV)
Number
of
Switched
Shunt
Blocks
Total at
nominal
voltage
(MVAr)
Ex 1S
25
2
30
(2 banks of
15MVAr)
6.5
Reactors
Status
in study
Number
of
Switched
Shunt
Blocks
Total at
nominal
voltage
(MVAr)
Status in
study
15MVAr
on
1
10
[off/on/TBD]
Voltage Profile Assumptions
This section is compiled by the TFO when acting as the studies consultant; in other
cases this section is compiled by the AESO Studies Engineer.
State minimum voltage at the key buses (nodes) in the study region; use a suitable
table format where possible. Explain the voltage assumptions that will be used when
setting up the study cases. If needed, adjust the table to show these assumptions (for
example, if the assumption is to set up the study cases using desired voltage range
from OPP-702, then add a column to show the desired voltage range for the key
buses).
If there is any Static Var Compensator (SVC) in the study area, explain the typical
operational practices for them.
Table 6.5-1: Summary of voltage at key nodes in the study region
Bus No. &
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6.6
Name
Voltage
(kV)
Voltage (kV)OPP 702
111 Sub1
138
141
Project Assumptions
This section is compiled by the AESO Studies Engineer.
Include any Market Participant and transmission projects that are not already in service
but are included in the AESO Base Cases or will be included in the study cases; use a
suitable table format with all details shown where possible.
All Market Participant projects past Gate 2 of the Market Participant Connection process
must be considered for inclusion in the study cases.
Table 6.6-1: Summary of system project assumptions for connection studies
Project Name
Transmission Line A
Project Description
Projected
in-service date
Load
(MW)
Generation
(MW)
NID filed; proposes to add
a new 240kV transmission
line from Substation xx to
Substation xy.
May 2012
--
--
Table 6.6-2: Summary of connection project assumptions for the connection studies (all Market
Participant projects past Gate 2)
Projected
Load
Generation
Project Name
Project Description
in-service date
(MW)
(MW)
Substation B
NID filed; proposes to
connect a new PoD via
xxL 138kV line to the grid
July 2012
30
Substation C
NID not filed; proposes to
connect a new substation
to the system using a 240
kV connection (xxL line)
September 2013
20
50
Total
6.7
--
50
50
Market Participant Selected Projects
This section is compiled by the Market Participant or Studies Consultant.
Include all Market Participant facilities that are not already in service but will be included
in the study cases; use a suitable table format with all details shown where possible.
Market Participant or Studies Consultant may add any projects that have not passed
through Gate 2 of the Connection process.
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Table 6.7-1: Summary of selected projects for inclusion in the study case
(Market Participant projects behind Gate 2)
Project Name
Substation D
Project Description
Projected
in-service date
Proposes to connect a
new gas fire power plant
to the system using a D/C
240 kV transmission line
(xxxL / xxyL)
October 2013
Load
(MW)
Generation
(MW)
100
Total
6.8
Protection Fault Clearing Time
This section is compiled by the TFO when acting as the studies consultant; in other
cases this section is complied by the AESO Studies Engineer.
Using a suitable table format, state fault clearing times as identified by the appropriate
Transmission Facility Owner (TFO) for the transmission lines included in the transient
stability analysis contingency list.
Table 6.8-1: Stated protection fault clearing times
Fault Clearing Times (Cycles)
Transmission Line
Near End
Far End
A (Sub 1S to Sub 2S)
A (Sub 2S to Sub 1S)
5
6
7
8
6.9
State if it is calculated
(specific) or estimated
(generic)
estimated
calculated
Dynamic Data
This section is compiled by the Market Participant or Studies Consultant.
Include dynamic data of all equipment proposed for connection such as generator,
excitation system and its limiters, Power System Stabilizer (PSS), turbine governor,
wind turbines, Static VAR Compensators (SVC) and all other relevant dynamic
representation of the proposed facilities in a suitable table format where possible. In
other cases attach the detailed dynamic data in a comprehensive format or directly from
the dyr file.
Table 6.9-1: Dynamic data for proposed generator(s)
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Generator dynamic data (GENROU model)
T’do
T"do
S(1.0)
S(1.2)
T’qo
T"qo
H
D
Xd
Xq
X’d
X’q
X"d
Xl
KL
Exciter dynamic data (EXAC2 model)
TR
TB
TC
KA
TA
VAMAX
VAMIN
KB
VRMAX
VRMIN
TE
KH
KF
TF
KC
KD
KE
VLR
E1
SE(E1)
E2
SE(E2)
Stabilizer dynamic data (PSS2B model)
Tw1
Tw2
T6
Tw3
Tw4
T7
KS2
KS3
T8
T9
KS1
T1
T2
T3
T4
T10
T11
VSI1MAX
VSI2MIN
VSI1MAX
VSI2MIN
VSTMAX
VSTMIN
ICS1
REMBUS1
ICS2
REMBUS2
M
N
Governor dynamic data (GGOV1 model)
R
Tpelec
Maxerr
Minerr
Kpgov
Kigov
Kdgov
Tdgov
Vmax
Vmin
Tact
Kturb
Wfnl
Tb
Tc
Teng
Tfload
Kpload
kiload
Ldref
Dm
Ropen
Rclose
Kimw
Aact
Ka
Ta
Trate
db
Tsa
Tsb
Rup
Rdown
Rselect
Flag
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7
Study Methodology
This section is compiled by the Studies Consultant in collaboration with the AESO
Studies Engineer.
The following sections provide additional details on study requirements and
methodology. However, they are not meant to provide an exhaustive list. For additional
guidance the studies consultant may refer to AESO Market Participant Connection Study
Requirements Document. The studies consultant will consult with the AESO on a regular
basis in particular at key steps in the course of the study. Such key steps may include
completion of the study case and contingency analysis file preparation, completion of
the existing system studies, and completion of alternative evaluation.
Outline all scenarios (i.e. system conditions) the Market Participant is considering for
the Connection Studies. System conditions may include the following:

Low and high loading levels;

Low and high generation levels;

Interchange conditions (e.g. Alberta-BC high export, Alberta-BC low export,
Alberta-BC high import, Alberta-BC low import, Alberta-BC no interchange,
SaskPower-Alberta maximum export);

Transmission flow such as South of KEG (SOK), Fort McMurray transfer in and
out, and other relevant area transfer;
The applicable requirement will be based on known system constraints and existing
operating limitations in the study region.
For each type of study explain the study methodology to be used in the following
subsections. Describe potential sensitivity tests the Market Participant is considering in
addition to the given scenarios. Identify if there is any variation of the given scenarios
when performing the sensitivity studies.
7.1
Power Flow Analysis
Explain the objective of the power flow studies. Describe the methodology used for the
power flow analysis: for example, studies will be performed for pre-connection and postconnection (all alternatives), which scenarios will be studied from the list in Section 7,
how the studies will be run (such as for 10% voltage deviation the transformer taps and
adjustable shunts will be locked), the assumed power factor, and any other relevant
information.
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Include the monitored quantities, such as thermal loading, or voltage magnitude pre and
post contingency.
State the software that will be utilized to perform the studies.
Outline list of outages to be studied in the power flow and voltage stability analysis for
each scenario in a suitable table format where possible. For a very large contingency
list, grouping the list is recommended, such as outage of all 138kV and above
transmission lines in the study region.
System Condition
Typical with all elements
in service, N-0
N - Generator 1
To
Substation
Transmission line A
ExampleA 1S
ExampleB 2S
Transmission line B
ExampleC 3S
ExampleD 4S
System
Condition
Typical with all
elements in
service, N-0
N - Generator 1
7.2
From
Substation
Outage
Outage
Substation
Generator 1
ExampleA 1S
Transformer Tx
ExampleA 1S
Voltage Stability Analysis
Explain the objective of the Power-Voltage (PV) analysis. Describe the methodology
used for the analysis, for example studies will be performed for pre and post connection
(which alternatives), which scenarios from Section 7 will be included, and how the
studies will be run (for example if the capacitor banks will be locked or moving at each
step, source and sink assumptions, step size).
Indicate the key buses where PV analysis results will be shown. Outline list of outages
to be studied using a suitable table format.
State the software that will be utilized to perform the studies.
7.3
Short Circuit Analysis
Explain the objective of the short circuit analysis. Describe the methodology used for the
studies, for example studies will be performed for pre-connection, post connection
(preferred alternative) and 10 years from connection, the system conditions or scenarios
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used, the fault types and location using a suitable table format, and any other relevant
information.
State the software that will be utilized to perform the studies.
7.4
Transient Stability Analysis
Explain the objective of the transient stability analysis. Describe the methodology used
for the analysis, for example studies may be performed for pre and post connection
(preferred alternatives), which scenarios from Section 7 will be included, how the
studies will be run (for example xx amount of the static load will be converted into motor
loads) and monitoring quantities such as relative machine angle(specify the reference
generator).
State the software that will be utilized to perform the studies.

Describe all contingencies the Market Participant will perform for transient
stability analysis. Use a suitable table format to outline the contingencies and
their descriptions for each scenario.
System Condition
Typical
operating
condition with all
elements in service
Line 1 (sub A to sub
B) out of service, i.e.
N-Line 1
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Fault Name
Line 1
(sub A to sub B)
Line 2
(sub C to sub D)
Description
3ph fault at sub A line 1 to sub B,
5 cycles: trip sub A CB on line 1 to sub B
7 cycles: trip sub B CB on line 1 to sub A
3ph fault at sub D line 2 to sub C,
7 cycles: trip sub D CB on line 2 to sub C
9 cycles: trip sub C CB on line 2 to sub D
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Engineering Report
Study results will be presented to the AESO for review:

Using the AESO engineering report template;

A draft report will be provided in word format for the AESO review and
comments; and

Studies Consultant will also present the study results to the AESO Studies
Engineer and discuss the highlights of the studies as needed.
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9
Applicability Term
This section is compiled by the AESO Studies Engineer.
State the period the study scope as laid out in this document will be valid for assessing
Market Participant connection; include anticipated timeline the Market Participant
expects to complete the studies. It is important to note that the risk of necessary
revisions to the study scope increases with time delays in study completion .
The study scope as laid out in this document will be valid for assessing the Market
Participant connection for a period of [state time (ex. six months)] from the date
specified on this document unless a material change occurs within this time. This
timeline is [based on but not limited to the system constraints, project
interdependancies, etc...]. This study scope should not be considered valid beyond this
period without confirmation from the AESO.
It is expected that studies will be completed in a timely manner. The studies must be
completed in accordance with the timelines required in the ‘Connection Queue Business
Practices’. The approximate timeline for the studies to begin is [state time (ex. first
week of February/Year)]. Prior to beginning the studies please check in with the AESO
Project Coordinator and Studies Engineer to ensure there are no new developments
that might impact the Study Scope.
The Market Participant anticipates that the studies will be complete [state anticipated
timeline (ex. in six months from the date this document is issued)(on Month, Day,
Year)].
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10 Key Engineers
This section is compiled by the Studies Consultant in collaboration with the AESO
Studies Engineer.
Outline all engineers who will be performing, supervising, and reviewing the connection
studies as stated in this document.

[Name], [Title], [Company]

[Name], [Title], [Company]
Transmission Project Delivery
R[x]
23
Public
R2-2012-06-26
Study Scope - BTF
11 Revision History
This section is compiled by the AESO.
Rev.
0
Transmission Project Delivery
Issue Date
Author
Change Tracking
R[x]
24
Public
R2-2012-02-16