AG1-022 Transition Sort Retool Results -- Reprioritized to Transition Cycle #1

In accordance with Tariff Part VII, Subpart B, section 304, PJM performed load flow analysis (Transition Sort Retool) on all AE1 through AG1 projects that have met eligibility requirements according to Tariff, Part VII, Subpart B, section 303. The purpose of this study is to determine whether a project would be classified as eligible for the Expedited Process (Fast Lane) or if it would be reprioritized to be studied as part of Transition Cycle #1 (TC1) using the criteria from the Expedited Process Eligibility section of Tariff Part VII, section 304. This is not a System Impact Study report.

Below are the results of the study, details of how the study was performed, criterion used in the evaluation of the Expedited Process vs. TC1 determination, and next steps in the interconnection process for your project.

Transition Cycle #1:

The AG1-022 project has not met the Expedited Process Eligibility requirements in Tariff Part VII, Subpart B, section 304 and will therefore be reprioritized to Transition Cycle #1. Please see "Transition Cycle #1 Rules" below.

Transition Sort Retool Study Process and Criteria:

In order to determine Expedited Process vs. Transition Cycle #1 classification, projects which met the Transition Eligibility requirements from Tariff Part VII, Subpart B, section 303 were studied on the base case model that was used for the original System Impact Study analysis. Both a summer peak and light load load flow analysis were performed. Projects that have cost allocation eligibility or are identified as the first to cause a system violation which requires the need for a Network Upgrade with a total estimated cost greater than $5 million will be reprioritized to Transition Cycle #1. All other projects will be eligible for the expedited procedures set forth in Tariff Part VII, Subpart B, section 304 (B).

Not considered in the Transition Sorting: The cost of the Interconnection Facilities is not considered when determining a project's eligibility for the expedited process. Affected Systems upgrade costs are also not considered in the evaluation.

Transition Sort Retool Results Provided:

This report includes a list of:

1. the overloaded flowgates (overloaded facilities + contingency pair) that the project contributes towards
2. other interconnection projects that may also contribute to the overloaded facility, and
3. the total estimated cost for any required Network Upgrades.

Important Notes:

Note for Uprate Projects: Per Tariff Part VII, Subpart B, section 304 (B), if a project is an uprate (project relies on the Interconnection Facilities of a prior project) whose base project does not qualify for the expedited process, the uprate also will not qualify for the expedited process, regardless of analysis results.

Notes regarding Results displayed:

1. Some flowgate overloads that a New Service Request contributes to, but does not contribute enough to meet cost allocation eligibility (per Manual 14A, Attachment B.3), may be reported in this Transition Sort report. These types of flowgates do not affect the classification of the New Service Request as either Expedited Process or Transition Cycle #1 because cost allocation eligibility has not been met.
2. For projects that were determined to not meet Expedited Process eligibility and are being reprioritized to Transition Cycle #1, not all reinforcements in excess of $5,000,000 may be shown in this report. This report may only display a subset of those reinforcements determined to be in excess of $5,000,000 which would classify the project as not meeting Expedited Process Eligibility. This is not a formal System Impact Study.

Next Steps for your project:

Transition Cycle #1 Rules:

Refer to Tariff Part VII, Subpart B, section 304 (C) for the Transition Cycle #1 Project Rules.

Transition Cycle #1 will start no later than one year from the Transition Start Date (July 10, 2023). Transition Cycle #1 will run simultaneously with the expedited process, however Transition Cycle #1, Phase III will not begin until all expedited process projects have been completed.

Projects that are reprioritized to Transition Cycle #1 will not need to re-apply to the Interconnection Cycle Process. Therefore, there is no Application Review Phase for Transition Cycle #1. The cycle process for Transition Cycle #1 includes three Study Phases and three Decision Points:

1. Phase I System Impact Study and Decision Point I; and
2. Phase II System Impact Study and Decision Point II; and
3. Phase III System Impact Study and Decision Point III

Refer to Tariff Part VII, Subpart D, section 307 for the Transition Cycle #1 study process.

The Interconnection Customer (IC) has proposed an uprate to a planned/existing Solar generating facility located in the AEP zone — Albemarle County, Virginia. This project is an increase to the Interconnection Customer's original project, which will share the same point of interconnection. The AG1-022 queue position is a 20.0 MW uprate (12.0 MW Capacity uprate) to the previous project. The total installed facilities will have a capability of 95.0 MW.

AG1-022 will interconnect on the AEP transmission system as an uprate of the AF1-323 & AF2-302 which is tapping the Scottsville to Colleen 138 kV line.

The table below lists all network upgrades which resolve the identified overloaded facilities in this report.

Important to Note:

Note for Uprate Projects: Per Tariff Part VII, Subpart B, section 304 (B), if a project is an uprate (project relies on the Interconnection Facilities of a prior project) whose base project does not qualify for the expedited process, the uprate also will not qualify for the expedited process, regardless of analysis results.

Notes regarding Results displayed:

1. Some flowgate overloads that a New Service Request contributes to, but does not contribute enough to meet cost allocation eligibility (per Manual 14A, Attachment B.3), may be reported in this Transition Sort report. These types of flowgates do not affect the classification of the New Service Request as either Expedited Process or Transition Cycle #1 because cost allocation eligibility has not been met.
2. For projects that were determined to not meet Expedited Process eligibility and are being reprioritized to Transition Cycle #1, not all reinforcements in excess of $5,000,000 may be shown in this report. This report may only display a subset of those reinforcements determined to be in excess of $5,000,000 which would classify the project as not meeting Expedited Process Eligibility. This is not a formal System Impact Study.
3. Reinforcements previously identified by Transmission Owners for violations on lower voltage facilities are included in this report. Transmission Owner analysis will be updated as part of the Expedited Process and Transition Cycle 1 retools.

Download all tables in report

The Transition Sort load flow retool results indicate that AG1-022 is not eligible for the Expedited Process per PJM Tariff Part VII, Subpart B, section 304 (A) will be reprioritized to Transition Cycle #1. See next steps for your project in the "Introduction" section above.