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Transmission Service Request (TSR) Study Procedures

Version 1 Effective: 05/22/13

This Business Practice describes the process for a Customer to have its Transmission Service Request(s) (TSR) studied either on an individual basis or in the aggregate with other TSRs through a Cluster Study. Specifically, the TSR Study Procedures Business Practice describes the process pursuant to which Bonneville Power Administration Transmission Services (BPAT) may perform a System Impact Study (SIS) on an individual basis for a Customer’s TSR(s) or, through the use of a Cluster Study, both an SIS and System Facility Study (SFS) for a Customer’s TSR(s). 

Table of Contents
A. Process for BPA to Conduct an Individual System Impact Study
B. Cluster Study Provisions

A. Process for BPA to Conduct an Individual System Impact Study

  1. Background

    1. Section 17.5 and 32.1 of BPA’s Open Access Transmission Tariff (OATT) provides that if BPAT determines that an SIS is needed to evaluate the impact of a Customer’s Application (e.g. no AFC is available), it will notify the Customer that such a study is needed pursuant to Section 19.1 or Section 19.10 or 32.6 to evaluate such impact. Sections 17.5 and 32.1 further provide that if BPAT notifies the Customer that it will perform a Cluster Study under section 19.10 or 32.6, the Customer may request in writing to be studied individually (under section 19.1 or 32.1) rather than in a Cluster Study.

  2. Process for Requesting an Individual SIS

    1. After BPAT notifies the Customer that an SIS is needed to evaluate the impact of the TSR and provides reasonable advance notice that BPAT will perform a Cluster Study, the Customer may request in writing for a TSR to be studied individually pursuant to section 19.1 or 32.6 of the OATT rather than in a Cluster Study. The Customer may make this written request at any time prior to the posting of the OASIS notice described in section 19.10(i) and 32.6(i) of the OATT. BPAT will provide reasonable advance notice of the posting of the OASIS notice.

    2. BPAT encourages Customers to contact their Transmission Services Account Executive prior to requesting that a TSR be studied individually to discuss the procedures and the data requirements.

    3. A written request to be studied individually must be sent to the BPAT Account Executive for the Customer and may be submitted via email. The written request must identify the TSR(s) the Customer is requesting to be studied individually.

    4. BPAT receives the written request by the date of posting of the OASIS notice, including the completed NT Data Exhibit or PTP Data Exhibit, it will review the request and the accompanying exhibit to ensure that they are complete and contain all the information required to perform a SIS.

    5. If the written request and NT Data Exhibit or PTP Data Exhibit provide the required information by the date of posting of the OASIS notice, BPAT will tender the Customer an SIS Agreement pursuant to section 19.1 or 32.6 of the OATT within 30 days of receiving the written request. The Customer’s execution of the SIS Agreement, BPAT performance of the SIS, and any subsequent processes, including a System Facilities Study, if necessary, will continue to be governed by Sections 19 or 32 of the OATT.

    6. If the written request and NT Data Exhibit or PTP Data Exhibit do not provide the required information by the date of posting of the OASIS notice, BPAT will notify the Customer that it is unable to tender an SIS Agreement and the TSR will be declined, and no further consideration will be given.

B. Cluster Study Provisions

  1. Process for BPAT to Conduct a Cluster Study
    1. If BPAT decides that it will perform a Cluster Study, it will provide reasonable advance notification to Customers including information on the eligibility of TSR for the Cluster Study, the timing and process for conducting the Cluster Study, and the reasons for the Cluster Study. BPAT will subsequently post a formal notice on OASIS of its decision.
    2. For purposes of a Cluster Study, BPAT may aggregate:
      1. Aall TSRs that are submitted within a set time period, including TSRs that were submitted prior to BPAT notifying Customers that it will conduct a Cluster Study;
      2. All TSRs over a particular transmission path;
      3. All TSRs for service of at least a certain amount of capacity; or
      4. All TSRs that BPAT determines are suitable for aggregation based on other appropriate criteria, including a combination of criteria.
    3. Except for Customers that have requested individual studies under section 17.5 or 32.1 of the BPA OATT, BPAT will require Customers with TSR(s) that it identifies for a Cluster Study to sign a Cluster Study Agreement that provides that the SIS and SFS for the TSR(s) will be performed as a Cluster Study.
    4. With respect to a clustered SIS and SFS, the study will be performed in accordance with the procedures set forth in section 19.3 and 19.4 (or 32.3 and 32.4) of the BPA OATT with the exception that the timeline for performing the Cluster Study will begin to run after the last date for any Customer with TSRs that BPA identifies for the Cluster Study to sign and return the Cluster Study Agreement(s).
    5. The Cluster Study Agreement will describe the scope of the Cluster Study. The Customer must sign and return the Cluster Study Agreement within 15 days of receipt. If a Customer fails to sign and return the Cluster Study Agreement by the deadline or to advance fund the study costs, the Customer’s TSR(s) will be deemed withdrawn, BPAT will give the requests no further consideration, and the Customer’s deposit provided pursuant to section 17.3 or 29.2 will be returned, without interest, or the release of escrow funds authorized.
    6. The Cluster Study Agreement will include BPAT’s good faith estimate of the actual study costs and will require the Customer with TSR(s) in the Cluster Study to advance fund its pro rata share of the estimated study costs equal to the megawatts of the Customer’s estimated TSR(s) divided by the total number of estimated megawatts of all TSRs included in the Cluster Study.
    7. Upon completion of the Cluster Study, BPAT will determine the actual study costs. If the amount of the advance funding provided by the Customer differs from its actual pro rata costs of participating in the Cluster Study, BPAT will request additional funds from, or refund excess amounts to, the Customer so that the Customer will be charged its actual pro rata costs of participating in the Cluster Study. Customers must provide additional funds requested, if any, within 30 days of request.
    8. Prior to completion of the Cluster Study, a Customer that has signed a Cluster Study Agreement may opt out of a Cluster Study by withdrawing its TSR(s) on OASIS. A Customer that withdraws TSR(s) on OASIS after signing a Cluster Study Agreement but prior to the completion of the Cluster Study will remain liable for its percentage of the study costs and will be liable for any costs of re-study or analysis that result from the Customer opting out.
    9. BPAT will use due diligence to complete the Cluster Study within 120 days following the commencement of Cluster Study, as established by the notification describing the timing and process for conducting the Cluster Study pursuant to section B.1.a above.
  2. Process for TSR Inclusion in a Cluster Study
    1. The OASIS notifications posted by BPAT pursuant to section B.1 above will include:
      1. The date upon which BPA intends to commence the Cluster Study;
      2. The date after which BPA will no longer consider TSRs for inclusion in the pending Cluster Study;
      3. The dates upon which a Customer that has a TSR(s) in the long-term transmission queue that has been identified to need a SIS must complete and submit a PTP or NT Data Exhibit for each TSR to be included in the Cluster Study.
    2. Once BPAT receives the completed PTP Data Exhibit or NT Data Exhibit, it will review the exhibit(s) to ensure that it is complete and contains all the information in order to consider the TSR for inclusion in the pending Cluster Study.
    3. If the PTP Data Exhibit or NT Data Exhibit does not provide sufficient information for BPA to validate the data for the TSR to be included in the Cluster Study, BPAT will work with the Customer to resolve any incomplete data.
    4. If the PTP Data Exhibit or NT Data Exhibit cannot be completed, BPAT will notify the Customer that it is unable to tender a Cluster Study Agreement based on the information provided and the Customer’s TSR will be deemed withdrawn, BPAT will give the TSR no further consideration, and the Customer’s deposit provided pursuant to section 17.3 or 29.2 of the BPA OATT will be returned, without interest, or the release of escrow funds authorized.
    5. TSRs submitted after the date identified in the OASIS notification pursuant to section B.2.a.ii are eligible to be studied in accordance with the provisions set forth in section A.2 above.