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AG1-199 Transition Sort Retool Results -- Reprioritized to Transition Cycle #1

v1.00 released 2023-12-14 10:59

Allen Junction 345 kV

300.0 MW Capacity / 300.0 MW Energy

Introduction

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 AG1-199 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).

Expedited Process Eligibility: OATT Tariff Part VII, section 304:

A project is not eligible for the expedited process if it has cost allocation eligibility or is identified as the first to cause, as determined according to Tariff, Part VI, section 217.3, for a Network Upgrade which has a total estimated cost of greater than $5,000,000. Such cost estimate will be based on Transmission Provider's most recently available data.

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.

General

The Interconnection Customer (IC), has proposed a Storage generating facility located in the ATSI zone Lucas County, Ohio. The installed facilities will have a total capability of 300.0 MW with 300.0 MW of this output being recognized by PJM as Capacity.

Project Information
Queue Number AG1-199
Project Name Allen Junction 345 kV
Developer Name Occasio Power Management LLC
State Ohio
County Lucas
Transmission Owner ATSI
MFO 300.0 MW
MWE 300.0 MW
MWC 300.0 MW
Fuel Type Storage
Basecase Study Year 2024

Point of Interconnection

AG1-199 will interconnect with the ATSI system by constructing a new direct connection to the Allen Junction 345 kV substation.

Summer Peak Analysis

The Queue Project was evaluated as a 300.0 MW (Capacity 300.0 MW) injection in the ATSI area. Project was evaluated for compliance with applicable reliability planning criteria (PJM, NERC, NERC Regional Reliability Councils, and Transmission Owners). Potential Summer peak period network impacts are listed below:

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.
Summer Peak Analysis
Area Facility Description Contingency Name Contingency Type DC|AC Initial Loading Final Loading Rating (MVA) Rating Type MVA to Mitigate MW Contribution Details
AEP 05BENTON-05BENTON 345.0/138.0 kV Ckt 1 transformer
243212 to 243250 ckt 1
AEP_P4_#7027_05COOK 345_N
CONTINGENCY 'AEP_P4_#7027_05COOK 345_N'
 OPEN BRANCH FROM BUS 243212 TO BUS 243215 CKT 1   /*05BENTON     345.0 - 05COOK       345.0
 OPEN BRANCH FROM BUS 243215 TO BUS 247803 CKT 1   /*05COOK       345.0 - 05SEGRETO    345.0
END
Breaker AC 172.78 % 175.46 % 521.0 B 914.13 16.09
ATSI/ITCT 19MON12-02LALLENDORF 345.0 kV Ckt 1 line
264612 to 241901 ckt 1
ATSI-P2-3-TE-345-022T
CONTINGENCY 'ATSI-P2-3-TE-345-022T'
 DISCONNECT BRANCH FROM BUS 238530 TO BUS 239018 CKT 1   /*02ALLEN      345.0 - 02FULTON     345.0
 DISCONNECT BRANCH FROM BUS 238530 TO BUS 256583 CKT 1   /*02ALLEN      345.0 - 18MOROCCO    345.0
END
Breaker AC 110.25 % 111.84 % 1702.0 B 1903.55 27.15
ATSI/ITCT 19MON12-02LALLENDORF 345.0 kV Ckt 1 line
264612 to 241901 ckt 1
ATSI-P2-3-TE-345-023T
CONTINGENCY 'ATSI-P2-3-TE-345-023T'
 DISCONNECT BRANCH FROM BUS 238530 TO BUS 239344 CKT 3          /*02ALLEN      345.0 - 02ALLEN-2    138.0
 DISCONNECT BRANCH FROM BUS 238530 TO BUS 256583 CKT 1          /*02ALLEN      345.0 - 18MOROCCO    345.0
 SET POSTCONTRATING 1394 BRANCH FROM BUS 238530 TO BUS 238961 CKT 1 /*02ALLEN      345.0 - 02MIDWAY     345.0
 SET PRECONTRATING 1245 BRANCH FROM BUS 238530 TO BUS 238961 CKT 1 /*02ALLEN      345.0 - 02MIDWAY     345.0
END
Breaker AC 110.36 % 111.8 % 1702.0 B 1902.89 24.54
ATSI/METC 18MOROCCO-02ALLEN 345.0 kV Ckt 1 line
256583 to 238530 ckt 1
ATSI-P2-3-TE-345-033T
CONTINGENCY 'ATSI-P2-3-TE-345-033T'
 DISCONNECT BRANCH FROM BUS 241901 TO BUS 238563 CKT 1   /*02LALLENDORF 345.0 - 02BAY SH     345.0
 DISCONNECT BRANCH FROM BUS 241901 TO BUS 264612 CKT 1   /*02LALLENDORF 345.0 - 19MON12      345.0
END
Breaker AC 105.0 % 110.35 % 1793.0 B 1978.61 96.92
ATSI/METC 18MOROCCO-02ALLEN 345.0 kV Ckt 1 line
256583 to 238530 ckt 1
ATSI-P2-3-TE-345-034T
CONTINGENCY 'ATSI-P2-3-TE-345-034T'
 DISCONNECT BRANCH FROM BUS 241901 TO BUS 242936 CKT 1   /*02LALLENDORF 345.0 - 05FOSTOR     345.0
 DISCONNECT BRANCH FROM BUS 241901 TO BUS 264612 CKT 1   /*02LALLENDORF 345.0 - 19MON12      345.0
END
Breaker AC 104.27 % 109.68 % 1793.0 B 1966.49 97.82
AEP 05COOK-05OLIVE 345.0 kV Ckt 1 line
243215 to 243229 ckt 1
AEP_P4_#2982_05DUMONT 765_A1
CONTINGENCY 'AEP_P4_#2982_05DUMONT 765_A1'
 OPEN BRANCH FROM BUS 243205 TO BUS 243206 CKT 1   /*05COOK       765.0 - 05DUMONT     765.0
 OPEN BRANCH FROM BUS 243206 TO BUS 243219 CKT 3   /*05DUMONT     765.0 - 05DUMONT     345.0
END
Breaker AC 99.73 % 101.16 % 1409.0 B 1425.36 19.34
AEP/ATSI 02W.FREM-05FRMNT 138.0 kV Ckt 1 line
239154 to 243009 ckt 1
AEP_P4_#517_05FOSTOR 345_A1
CONTINGENCY 'AEP_P4_#517_05FOSTOR 345_A1'
 OPEN BRANCH FROM BUS 238889 TO BUS 242936 CKT 1   /*02LEMOYN     345.0 - 05FOSTOR     345.0
 OPEN BRANCH FROM BUS 241901 TO BUS 242936 CKT 1   /*02LALLENDORF 345.0 - 05FOSTOR     345.0
END
Breaker AC 95.86 % 100.04 % 361.0 B 361.13 17.59
AEP/ATSI 02W.FREM-05FRMNT 138.0 kV Ckt 1 line
239154 to 243009 ckt 1
AEP_P2-2_#517_05FOSTOR 345_1
CONTINGENCY 'AEP_P2-2_#517_05FOSTOR 345_1'
 OPEN BRANCH FROM BUS 238889 TO BUS 242936 CKT 1   /*02LEMOYN     345.0 - 05FOSTOR     345.0
 OPEN BRANCH FROM BUS 241901 TO BUS 242936 CKT 1   /*02LALLENDORF 345.0 - 05FOSTOR     345.0
END
Bus AC 95.84 % 100.02 % 361.0 B 361.06 17.59
AEP 05BENTON-05BENTON 345.0/138.0 kV Ckt 1 transformer
243212 to 243250 ckt 1
AEP_P7-1_#10998
CONTINGENCY 'AEP_P7-1_#10998'
 OPEN BRANCH FROM BUS 243212 TO BUS 243215 CKT 1   /*05BENTON     345.0 - 05COOK       345.0
 OPEN BRANCH FROM BUS 243215 TO BUS 247803 CKT 1   /*05COOK       345.0 - 05SEGRETO    345.0
END
Tower AC 172.75 % 175.43 % 521.0 B 913.97 16.09
ATSI J1062 TAP-02LEMOYN 345.0 kV Ckt 1 line
955780 to 238889 ckt 1
P71:345:ITCT:DCT:MOROCCO:MILAN:MON34:1: MON12:LALLENDORF:1-B
CONTINGENCY 'P71:345:ITCT:DCT:MOROCCO:MILAN:MON34:1: MON12:LALLENDORF:1-B'
 OPEN BRANCH FROM BUS 241901 TO BUS 264612 CKT 1   /*02LALLENDORF 345.0 - 19MON12      345.0
 OPEN BRANCH FROM BUS 256583 TO BUS 264594 CKT 1   /*18MOROCCO    345.0 - 19LULU       345.0
 OPEN BRANCH FROM BUS 264594 TO BUS 264613 CKT 1   /*19LULU       345.0 - 19MON34      345.0
 OPEN BRANCH FROM BUS 990625 TO BUS 264839 CKT 1   /*J1350 TAP    345.0 - 19MILAN      345.0
END
Tower AC 121.35 % 123.61 % 953.0 B 1178.02 21.58
ATSI J1062 TAP-02LEMOYN 345.0 kV Ckt 1 line
955780 to 238889 ckt 1
P71:345:ITCT:DCT:MOROCCO:MILAN:MON34:1: MON12:LALLENDORF:1-A
CONTINGENCY 'P71:345:ITCT:DCT:MOROCCO:MILAN:MON34:1: MON12:LALLENDORF:1-A'
 OPEN BRANCH FROM BUS 241901 TO BUS 264612 CKT 1   /*02LALLENDORF 345.0 - 19MON12      345.0
 OPEN BRANCH FROM BUS 256583 TO BUS 264594 CKT 1   /*18MOROCCO    345.0 - 19LULU       345.0
 OPEN BRANCH FROM BUS 264594 TO BUS 264613 CKT 1   /*19LULU       345.0 - 19MON34      345.0
 OPEN BRANCH FROM BUS 264594 TO BUS 990625 CKT 1   /*19LULU       345.0 - J1350 TAP    345.0
END
Tower AC 121.35 % 123.61 % 953.0 B 1178.01 21.58
ATSI/ITCT 19MAJTC-J1062 TAP 345.0 kV Ckt 1 line
264599 to 955780 ckt 1
P71:345:ITCT:DCT:MOROCCO:MILAN:MON34:1: MON12:LALLENDORF:1-B
CONTINGENCY 'P71:345:ITCT:DCT:MOROCCO:MILAN:MON34:1: MON12:LALLENDORF:1-B'
 OPEN BRANCH FROM BUS 241901 TO BUS 264612 CKT 1   /*02LALLENDORF 345.0 - 19MON12      345.0
 OPEN BRANCH FROM BUS 256583 TO BUS 264594 CKT 1   /*18MOROCCO    345.0 - 19LULU       345.0
 OPEN BRANCH FROM BUS 264594 TO BUS 264613 CKT 1   /*19LULU       345.0 - 19MON34      345.0
 OPEN BRANCH FROM BUS 990625 TO BUS 264839 CKT 1   /*J1350 TAP    345.0 - 19MILAN      345.0
END
Tower AC 113.8 % 116.07 % 953.0 B 1106.13 21.58
ATSI/ITCT 19MAJTC-J1062 TAP 345.0 kV Ckt 1 line
264599 to 955780 ckt 1
P71:345:ITCT:DCT:MOROCCO:MILAN:MON34:1: MON12:LALLENDORF:1-A
CONTINGENCY 'P71:345:ITCT:DCT:MOROCCO:MILAN:MON34:1: MON12:LALLENDORF:1-A'
 OPEN BRANCH FROM BUS 241901 TO BUS 264612 CKT 1   /*02LALLENDORF 345.0 - 19MON12      345.0
 OPEN BRANCH FROM BUS 256583 TO BUS 264594 CKT 1   /*18MOROCCO    345.0 - 19LULU       345.0
 OPEN BRANCH FROM BUS 264594 TO BUS 264613 CKT 1   /*19LULU       345.0 - 19MON34      345.0
 OPEN BRANCH FROM BUS 264594 TO BUS 990625 CKT 1   /*19LULU       345.0 - J1350 TAP    345.0
END
Tower AC 113.8 % 116.06 % 953.0 B 1106.05 21.58
ATSI 02HAYES-02HAYES 345.0/138.0 kV Ckt 1 transformer
239289 to 239290 ckt 1
ATSI_P7-1_TE-345-030_SRT-A
CONTINGENCY 'ATSI_P7-1_TE-345-030_SRT-A'
 DISCONNECT BRANCH FROM BUS 239289 TO BUS 238569 CKT 1   /*02HAYES      345.0 - 02BEAVER     345.0
 DISCONNECT BRANCH FROM BUS 907200 TO BUS 238569 CKT 1   /*AC2-103 TAP  345.0 - 02BEAVER     345.0
END
Tower AC 98.65 % 102.06 % 493.0 B 503.14 19.61
ATSI 02AJ-MOD-02JACKMA 138.0 kV Ckt 1 line
240978 to 238832 ckt 1
ATSI-P7-1-TE-138-028
CONTINGENCY 'ATSI-P7-1-TE-138-028'
 DISCONNECT BUS 239063   /*02REYNOD     138.0
 DISCONNECT BUS 239110   /*02SIL_AV+    138.0
 DISCONNECT BUS 239111   /*02SILICA     138.0
 DISCONNECT BUS 239129   /*02SYLVNA     138.0
 DISCONNECT BUS 239132   /*02TALMDG     138.0
 DISCONNECT BUS 239146   /*02UTTP1      138.0
 DISCONNECT BUS 239320   /*02FLWR HOSP  138.0
 DISCONNECT BUS 239346   /*02SILICA+    138.0
END
Tower AC 95.52 % 105.93 % 190.0 B 201.27 23.29

Light Load Analysis

The Queue Project was evaluated as a 300.0 MW (Capacity 300.0 MW) injection in the ATSI area. Project was evaluated for compliance with applicable reliability planning criteria (PJM, NERC, NERC Regional Reliability Councils, and Transmission Owners). Potential light load period network impacts are listed below:

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.

(No impacts were found for this analysis)

System Reinforcements

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.
System Reinforcements
RTEP ID Title Total Cost
(TBD) Area Wide System Reinforcement (West) $0
(TBD) Reconductor 11.2 miles of transmission line from Allen Junction to Jackman $2,210,560
b2972 Reconductor limiting span of Lallendorf - Monroe 345kV (crossing of Maumee river) $0
(TBD) MISO MTEP_13814 $0
n6525.1 Replace 1200 A Switch at Fremont $200,000
n7508 Add another 345/138kV transformer with associated equipment $7,912,565
(TBD) Replace Olive Riser Sub Cond 2874 ACSR (72/7) $150,000
b3682 Install a Second 345/138 kV transformer at Hayes. $0

Attachments

Conclusion

The Transition Sort load flow retool results indicate that AG1-199 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.