Behind the Fence and Contract Change
Stakeholder Update
September 18, 2012
Agenda
• AESO projects in 2012
• Behind the Fence Process
• Contract Changes Process
• Information on AESO Website
• Questions
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Behind the Fence
• What is a Behind the Fence project?
– Previously connected to the AIES
– Equipment changes or modifications to an existing site
– Industrial Service Designation (ISD)
– No changes to transmission
– Need Identification Document is not required
– The Market Participant (MP) is the Transmission Facility Owner
(TFO)
– Connection queue business practices do not apply
Proprietary
3
Behind the Fence Projects
• Behind the Fence Guidelines and Project Types:
– Standard
– Abbreviated
– Emergency
Proprietary
4
Behind the Fence Process
• Stage 0 Key Activities:
– MP submits SASR to AESO
OR
– MP notifies the AESO of
required equipment changes for
emergency/abbreviated BTF
projects
System Access
Service Request
– AESO evaluates project type
– MP resolves any data
deficiencies if required
• Stage 0 Gate Requirements:
– SASR is complete
Proprietary
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Behind the Fence Process
• Stage 1 Key Activities:
– Project kick-off and project
expectations discussed
– BTF study scope/plan completed
Complete BTF
Plan
– Identify AESO/MP/consultant
– Submit Stage 1 Project Data
Update Package (PDUP)
• Stage 1 Gate Requirements:
– BTF study scope/plan signed by
all parties as required
– Stage 1 Project Data Update
Package is accepted
– Non-disclosure agreement in
place if consultant will perform
studies
Proprietary
Complete BTF
Study Scope
Project
List
6
Behind the Fence Process
• Stage 2 Key Activities:
– MP completes BTF/connection
proposal
– Functional specification initiated
– GUOC letter issued to MP
– Confirm contract changes can
proceed, as required
– Submit Stage 2 PDUP
Develop BTF
Proposal
– AESO issues letter of project
endorsement to AUC
• Stage 2 Gate Requirements:
– AESO accepts BTF/connection
proposal
– Stage 2 PDUP is accepted
Proprietary
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Behind the Fence Process
• Stage 3/4 Key Activities:
– Generators file generator application
with AUC
– Loss factors provided for generators
• Stage 3/4 Gate Requirements:
Complete
Functional
Specification
– Functional specification executed
and stamped
– AUC generator facility application
confirmed
(If not previously filed by MP)
Proprietary
Connection
Queue
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Behind the Fence Process
• Stage 5 Key Activities:
– Equipment change/maintenance
– AESO/MP initiates and completes
energization checklist
– Submit Stage 5 PDUP
– GUOC paid 30 days prior
• Stage 5 Gate Requirements:
Equipment
Change
– Energization checklist issued
– AESO operating procedures
created, amended and approved
– System Access Service (SAS)
– Stage 5 PDUP
– GUOC contribution paid
Proprietary
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Behind the Fence Process
• Stage 6 Key Activities:
– Generator commissioning period
– Generators submit validation
report to WECC
– Commissioning certificate issued
– AESO closes project
• Stage 6 Gate Requirements:
Energize and
Close-out
– Energization checklist issued and
approved
– Commissioning certificate issued
to generators
– No deficiencies outstanding
– AESO project closure checklist
completed
Proprietary
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Contract Changes
• What is a Contract Change?
– Market Participants seeking changes to existing contracts
• Increase
• Reduction
• Termination
– No changes to transmission
– No equipment changes or modifications
Proprietary
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Contract Changes
• Stage 0 Key Activities:
– MP submits SASR to AESO
– AESO reviews SASR for
completeness
– MP resolves any data
deficiencies if required
– Project is created
Increase and Reduction
System Access
Service Request
• Stage 0 Gate Requirements:
– SASR is complete
Proprietary
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Contract Changes
• Stage 1 Key Activities:
– Project kick-off and project
expectations discussed
– Contract study scope identify
AESO/MP/consultant
• Stage 1 Gate Requirements:
– Non-disclosure agreement in
place if consultant will perform
studies
– Study scope signed by all parties
Proprietary
Increase Only
Complete
Contract
Scope
Project
List
13
Contract Changes
• Stage 2 Key Activities:
– Complete capacity studies, as required
Increase
– Confirm contract request can proceed
– Contract Acceptance Letter issued and
accepted
– Project CCD updated
Contract
Studies
– GUOC recalculated (STS only)
• Stage 2 Gate Requirements:
– AESO accepts study results, if completed
by consultant
Increase
Calculations
– Contract capacity confirmed
– Contract Acceptance Letter signed, as
required
Proprietary
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Contract Changes
• Stage 2 Key Activities and
Stage 2 Gate Requirements:
– Project CCD updated
– Contract Acceptance Letter
signed
Proprietary
Reduction
Reduction
Calculations
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Contract Changes
• Stage 3/4/5 Contract
Increase Review:
– When capacity requests can’t be
accommodated, contracts will not
proceed until updated capacity
studies confirm the contract can
proceed
– Requested capacity will be reviewed
every six (6) months
– When requested capacity can be
accommodated, the AESO will issue
an updated Contract Acceptance
Letter to confirm the request should
proceed
Contract
Review
No
Available
capacity?
Yes
– CCD and GUOC to be updated
Proprietary
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Contract Changes
• Stage 3/4/5 Key Activities:
– MP invoiced for contract
increase/reduction calculation
– SAS agreement signed no later than
five weeks prior to new effective date
of operation
• Stage 3/4/5 Gate Requirements:
Increase and Reduction
Contract
Execution
– SAS contract signed
Proprietary
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Contract Changes
• Stage 6 Key Activities:
– AESO closes project
• Stage 6 Gate Requirements:
– AESO Project Closeout Checklist
completed
Proprietary
Increase and Reduction
Contract
Effective &
Close-Out
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Information on the AESO Website
• Project List
• Connection Queue
• Updated Behind the Fence process
• Updated contract process overview
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Questions?