Attachment FF

This form is used for both electronic and hard copy submittal. Please fill in all the fields and submit. Upon submission, an electronic version of this form will be sent to PJM with all the information you entered. After the electronic version is sent to PJM, the next window will open with instructions for submitting the form to PJM you will see a button to print the document at the bottom of the instruction window use that button to print this document. After printing, sign the bottom of the form and mail to PJM according to the instructions along with any necessary payment. If you should have any questions with this form, please contact System Planning Department at (610) 666-3158.

Queue AC2 is a transitional five-month long queue that will conclude on March 31, 2017. Added costs associated with attachment submissions in Month 6 do not apply to this queue. On April 1, 2017, the queues will resume six-month durations.
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Initial Study Agreement

Company name:

* OASIS Request

* Start

* Stop

* Amount

* Path

* Date & Time of Request








An Initial Study is used to determine whether or not the Transmission System is adequate to accommodate all or part of a request for long-term firm transmission service under both Part II (POINT-TO-POINT TRANSMISSION SERVICE) or Part III (NETWORK INTEGRATION TRANSMISSION SERVICE) of the PJM Open Access Transmission Tariff (the “Tariff) (together referred to as “long-term firm transmission service”). The FERC comparability standard is applied in evaluating the impact of all requests.


The Initial Study will determine if the PJM network has sufficient capability to grant the transmission service.

The Initial Study is required for all long-term firm transmission service requests. The Initial Study indicates whether or not the request for service can be granted based on expected system conditions and topology. Pursuant to Section 19.3 or Section 32.2 of the Tariff, upon completion of the Initial Study, PJM will notify the transmission customer that (a) the transmission service request is accepted, or (b) additional analysis is required. Pursuant to Part VI of the Tariff, additional analysis will only commence if the customer elects to continue to the System Impact Study within 15 days of notification.


Initial Studies are performed on transmission service requests in the order in which they are received. Multiple requests for overlapping periods and similar paths are evaluated until a limit is reached. Transmission service requests are held in “Study” status until requests received earlier have been confirmed or withdrawn. If the study demonstrates that the requested service can be accepted, the status of the request is changed to “Accepted” on the PJM OASIS. As soon as possible after notification of acceptance, the Transmission Customer should “Confirm” the transmission request. If accepted service is not confirmed within 15 days, the request is deemed “Withdrawn,” and other requests waiting in the queue can then be studied.

Available Transmission Capability (ATC)

ATC indicates the transfer capability that is expected to be available on the transmission system during a given period. An initial screening of ATC is required for all firm transmission service requests. This screening is used to evaluate the impact of the requested service on the transmission contingencies that limit available transfer capability. The screening is based on the latest available information regarding existing firm service.

Network Analysis and Deliverability Test

In addition to ATC screening, PJM evaluates requests for long-term firm transmission service using deliverability tests commensurate with the testing employed for evaluating generation interconnection requests. The energy from generating facilities or the energy delivered using long-term firm transmission service that is ultimately committed to meet resource requirements must be deliverable to where it is needed in the event of a system emergency. Therefore, there must be sufficient transmission network transfer capability within the control area. PJM determines the sufficiency of network transfer capability through a series of “deliverability tests.” All generator interconnections and long-term firm transmission service in PJM are subjected to the same deliverability tests. The FERC comparability standard is applied in evaluating the impact of all requests.

Rollover Rights

Pursuant to section 2.2 of the PJM Tariff, existing firm service customers of any Transmission Owner (wholesale requirements and transmission-only, with a contract term of five-years or more), may request rollover/reservation priority rights at the end of the term of the service. However, rollover rights may be limited in some cases. For instance, if the System Impact Study identifies limits caused by reliability problems (unless direct Assignment Facilities or Network Upgrades are constructed to provide the requested service), the Transmission Customer will be notified of the limitation. The Service Agreement will include language which will reserve to PJM the right to limit rollovers in such circumstances. Therefore, the Transmission Customer may not be able to exercise reservation/rollover priority rights, in whole or in part, which it may otherwise have pursuant to Section 2.2 of the Tariff upon the initial termination date of the Transmission Service unless Direct Assignment Facilities and/or Network Upgrades identified in the System Impact Study and/or Facilities Studies are completed pursuant to Part VI.

Limiting rollover rights for ATC.

If there is not enough ATC to accommodate rollover rights beyond the initial term PJM may explicitly state in the transmission service agreement that rollover rights for the requested service will be limited.

Limiting rollover rights for earlier queued transmission or generation interconnections.

As a part of the Initial Study, the request is tested to verify that the service can co-exist with generators whose interconnection request predates the transmission service request. If the transmission service can not co-exist with a planned generator whose interconnection request predates the transmission service request, and the original transmission service request does not conflict with the generator in service date, the request will be approved. However, the transmission customer will be notified that the service has limited rollover rights. If the customer requests to renew the transmission service, another Initial Study may be required.

Estimated Elapsed Time and Cost to Complete the Initial Study

The Initial Study analysis to determine if the request can be accommodated will take approximately 10 man-days of effort. The study is estimated to take approximately 14 calendar days to complete but may take as long as 60 days to complete. The cost to complete the Initial Study is estimated at $.  




1.0 This Agreement for an Initial Study for Long-Term Firm Transmission Service Requests (“Initial Study Agreement”) is entered into, by and between PJM Interconnection, L.L.C. (“PJM”) and (“Customer”).   
2.0 PJM has determined that the Transmission Customer has completed the Application for Firm Point-To-Point Transmission Service or Network Service under the PJM Open Access Transmission Tariff (“Tariff”) and has provided an Application deposit in accordance with the provisions of the Tariff. The Tariff is accessible through the PJM OASIS.
3.0 PJM has determined that an Initial Study for Transmission Service needs to be conducted to evaluate the request.
4.0 PJM will conduct the Initial Study in accordance with the procedures described in the PJM Manual for Transmission Service Request, which is accessible through the PJM OASIS, the Tariff and this Initial Study Agreement.
5.0 This Initial Study Agreement indicates the Scope of the Work required to evaluate the request and provides an estimated cost and schedule for completing the subject Initial Study for Transmission Service. The Customer shall be responsible for actual charges associated with the Initial Study.
6.0 Any notice or request made to or by either PJM or the Transmission Customer, regarding this Initial Study Agreement shall be made to the representatives listed below.
7.0 This Initial Study Agreement must be executed by the Transmission Customer and returned to PJM within (fifteen) 15 days of the Date stated below, or this Agreement will be void.
8.0 In accordance with Part II, (POINT-TO-POINT TRANSMISSION SERVICE), Section 19 (Initial Study Procedures for Long-Term Firm Point-to-Point Transmission Service Requests) Section 19.1 (Notice of Need for Initial Study) and Part III, (NETWORK INTEGRATION TRANSMISSION SERVICE), Section 32 (Initial Study Procedures for Network Integration Transmission Service Requests), and Section 32.1 (Notice of Need for Initial Study) of the Tariff, the Eligible Customer shall agree to reimburse the Transmission Provider for performing the required Initial Study.

In some cases, the requested service cannot be granted upon completion of the Initial Study. If the Customer has withdrawn its New Service Request or has not requested completion of a System Impact Study within 30 days of completion of the Initial Study, its New Service Request will be deemed to be withdrawn and terminated.
  In some cases, the requested service cannot be granted upon completion of the Initial Study. If the Customer has withdrawn its New Service Request or requested completion of a System Impact Study within 30 days of completion of the Initial Study, its New Service Request will be deemed to be withdrawn and terminated.
Transmission Provider * Transmission Customer
PJM Interconnection, L.L.C.
2750 Monroe Blvd
Audubon , PA 19403-2429

* Agent:
* Date: