TITLE 83: PUBLIC UTILITIES
CHAPTER I: ILLINOIS COMMERCE COMMISSION
SUBCHAPTER c: ELECTRIC UTILITIES
PART 466 ELECTRIC INTERCONNECTION OF DISTRIBUTED GENERATION FACILITIES
SECTION 466.120 LEVEL 4 REVIEW


 

Section 466.120 Level 4 Review

 

An EDC shall use the Level 4 study review procedures for an interconnection request that meets the criteria in Section 466.80(d).

 

a)         The applicant submits an interconnection request using the appropriate form, along with the Level 4 application fee (see Appendix C).

 

b)         Within 10 business days after receipt of an interconnection request, the EDC shall notify the applicant whether the request is complete.  When the interconnection request is not complete, the EDC shall provide the applicant with a written list detailing the information required to complete the interconnection request.  The applicant has 10 business days to provide the required information or the interconnection request is considered withdrawn.  The parties may agree to extend the time for receipt of the additional information.  The interconnection request is deemed complete when the required information has been provided by the applicant, or the parties have agreed that the applicant may provide additional information at a later time.

 

c)         After an interconnection request is deemed complete, the EDC shall assign a queue position to it based upon the date the interconnection request is determined to be complete.  When assigning a queue position, an EDC may consider whether there are any other interconnection projects on the same distribution circuit.  If there are other interconnection projects on the same distribution circuit, the EDC may consider them together.  If an EDC assigns a queue position based on the existence of interconnection projects on the same distribution circuit, the EDC shall notify the applicant of that fact when it assigns the queue position.  The queue position of an interconnection request is used to determine the cost responsibility for the facilities necessary to accommodate the interconnection.  The EDC shall notify the applicant as to its position in the queue.  If the interconnection request is subsequently amended, it shall receive a new queue position based on the date that it was amended.

 

d)         After the interconnection request has been assigned to the queue, the following procedures shall be followed in performing a Level 4 study review:

 

1)         By mutual agreement of the parties, the scoping meeting, interconnection feasibility study, interconnection impact study, or interconnection facilities study provided for in a Level 4 review and discussed in this Section may be waived or combined.

 

2)         If agreed to by the parties, a scoping meeting on a mutually agreed upon date and time shall be held, after the EDC has notified the applicant that the Level 4 interconnection request is deemed complete, or the applicant has requested that its interconnection request proceed under Level 4 review after failing the requirements of a Level 2 or Level 3 review.  The meeting's purpose is to review the interconnection request, existing studies relevant to the interconnection request, and the results of the Level 1, Level 2 or Level 3 screening criteria.

 

3)         When the parties agree that an interconnection feasibility study shall be performed, the EDC shall provide to the applicant, no later than 10 business days after the receipt of a complete interconnection request or, if held, the scoping meeting, an interconnection feasibility study agreement (see Appendix E), including an outline of the scope of the study and an estimate of the cost to perform the study.  If the applicant does not sign and return the study agreement within 15 business days, the application shall be deemed withdrawn.

 

4)         When the parties agree that an interconnection feasibility study is not required, the EDC shall provide to the applicant, no later than 10 business days after the receipt of a complete interconnection request or, if held, the scoping meeting, an interconnection system impact study agreement (see Appendix F), including an outline of the scope of the study and an estimate of the cost to perform the study.  If the applicant does not sign and return the study agreement within 15 business days, the application shall be deemed withdrawn.

 

5)         If the parties agree that neither an interconnection feasibility study nor a system impact study is required, the EDC shall provide to the applicant, no later than 10 business days after receipt of a complete interconnection request or, if held, the scoping meeting, an interconnection facilities study agreement (see Appendix G) including an outline of the scope of the study and an estimate of the cost to perform the study.  If the applicant does not sign and return the study agreement within 15 business days, the application shall be deemed withdrawn.

 

e)         The following guidelines shall govern all required interconnection studies:

 

1)         An interconnection feasibility study shall include any necessary analyses for the purpose of identifying a potential adverse system impact to the EDC's electric distribution system that would result from the interconnection from among the following:

 

A)        Initial identification of any circuit breaker short circuit capability limits exceeded as a result of the interconnection.

 

B)        Initial identification of any thermal overload or voltage limit violations resulting from the interconnection.

 

C)        Initial review of grounding requirements and system protection.

 

D)        Description and nonbinding estimated cost of facilities required to interconnect the distributed generation facility to the EDC's electric distribution system in a safe and reliable manner.

 

E)        If an applicant requests that the interconnection feasibility study evaluate multiple potential points of interconnection, additional evaluations may be required.  Additional evaluations shall be paid for by the applicant.

 

F)         An interconnection system impact study is not required when the interconnection feasibility study concludes that there is no adverse system impact, or when the study identifies an adverse system impact, but the EDC is able to identify a remedy without the need for an interconnection system impact study.

 

G)        Each party can require that the standard form of interconnection feasibility study agreement approved by the Commission be used.  If both parties agree, however, an alternative form can be used.

 

2)         An interconnection system impact study evaluates the impact of the proposed interconnection on both the safety and reliability of the EDC's electric distribution system.  The study identifies and details the system impacts that interconnecting the distributed generation facility to the distribution system has if there are no system modifications.  It focuses on the potential or actual adverse system impacts identified in the interconnection feasibility study, including those that were identified in the scoping meeting.  The study shall consider all other distributed generating facilities that, on the date the interconnection system impact study is commenced, are directly interconnected with the EDC's system, have a pending higher queue position to interconnect to the electric distribution system, or have signed an interconnection agreement.

 

A)        A distribution interconnection system impact study shall be performed when a potential distribution system adverse system impact is identified in the interconnection feasibility study.  The EDC shall send the applicant an interconnection system impact study agreement within 10 business days after transmittal of the interconnection feasibility study report.  The agreement shall include an outline of the scope of the study and a non-binding estimate of the cost to perform the study.  The impact study shall include any pertinent elements from among the following:

 

i)          A load flow study;

 

ii)         Identification of affected systems;

 

iii)        An analysis of equipment interrupting ratings;

 

iv)        A protection coordination study;

 

v)         Voltage drop and flicker studies;

 

vi)        Protection and set point coordination studies;

 

vii)       Grounding reviews;

 

viii)      Impact on system operation.

 

B)        An interconnection system impact study shall consider any necessary criteria from among the following:

 

i)          A short circuit analysis;

 

ii)         A stability analysis;

 

iii)        Alternatives for mitigating adverse system impacts on affected systems;

 

iv)        Voltage drop and flicker studies;

 

v)         Protection and set point coordination studies;

 

vi)        Grounding reviews.

 

C)        The final interconnection system impact study shall provide the following:

 

i)          The underlying assumptions of the study;

 

ii)         The results of the analyses;

 

iii)        A list of any potential impediments to providing the requested interconnection service;

 

iv)        Required distribution upgrades; and

 

v)         A non-binding estimate of cost and time to construct any required distribution upgrades.

 

D)        The parties may use an interconnection impact study agreement as approved by the Commission. If both parties agree, however, an alternative form can be used.

 

E)        The parties may use an interconnection impact study agreement as approved by the Commission.  If both parties agree, however, an alternative form can be used.

 

3)         The interconnection facilities study shall be conducted as follows:

 

A)        A report shall be transmitted to the applicant with an interconnection facilities study agreement, that includes an outline of the scope of the study and a non-binding estimate of the cost to perform the study within 10 business days after completion of the interconnection system impact study, if performed, or within 10 business days after the applicant notifies the EDC pursuant to Section 466.90(b)(4)(C), Section 466.100(c)(3), or Section 466.110(b)(3).

 

B)        The interconnection facilities study shall estimate the cost of the equipment, engineering, procurement and construction work, including overheads, needed to implement the conclusions of the interconnection feasibility study and the interconnection system impact study.  The interconnection facilities study shall identify:

 

i)          The electrical switching configuration of the equipment, including transformer, switchgear, meters and other station equipment;

 

ii)         The nature and estimated cost of the EDC's interconnection facilities and distribution upgrades necessary to accomplish the interconnection; and

 

iii)        An estimate for the time required to complete the construction and installation of the facilities.

 

C)        The EDC may agree to permit an applicant to separately arrange for a third party to design and construct the required interconnection facilities.  In such a case, when the applicant agrees to separately arrange for design and construction, and to comply with security and confidentiality requirements, the EDC shall make all relevant information and required specifications available to the applicant to permit the applicant to obtain an independent design and cost estimate for the facilities, which shall be built in accordance with the EDC's specifications.

 

D)        Upon completion of the interconnection facilities study, and after the applicant agrees to pay for the interconnection facilities and distribution upgrades identified in the interconnection facilities study, the EDC shall provide a standard distributed generation interconnection agreement (see Appendix D) for the applicant to sign the day the EDC makes its determination.

 

E)        In the event that distribution upgrades are identified in the impact study that shall be added only in the event that higher-queued customers not yet interconnected eventually complete and interconnect their generation facilities, the applicant may elect to interconnect without paying for such upgrades at the time of the interconnection, provided that it agrees to pay for such upgrades at the time the higher-queued customer is ready to interconnect.  If the applicant does not pay for such upgrades at that time, the EDC shall require the applicant to immediately disconnect its distribution generation facility to accommodate the higher-queued customer.

 

F)         The parties may use an interconnection facilities study agreement approved by the Commission.  If both parties agree, however, an alternative form can be used.

 

f)         When an EDC determines, as a result of the studies conducted under a Level 4 review, that it is appropriate to interconnect the distributed generation facility, the EDC shall provide the applicant with a standard distributed generation interconnection agreement.  If the interconnection request is denied, the EDC shall provide the applicant with a written explanation as to its reasons for denying interconnection. If denied, the interconnection request does not retain its position in the queue.

 

g)         Within 30 business days after receipt of the standard distributed generation interconnection agreement, the applicant shall provide all necessary information required of the applicant by the agreement, and the EDC shall develop all other information required of the EDC by the agreement.  After completing the agreement with the additional information, the applicant shall sign and return the agreement to the EDC.  If the applicant does not sign and return the agreement within 30 business days after its completion, the interconnection request shall be deemed withdrawn, unless the applicant requests in writing to have the deadline extended by no more than 15 business days.  The initial request for extension may not be denied by the EDC.  If the applicant does not sign the agreement after the 15 business day extension, the interconnection request shall be deemed withdrawn.  If withdrawn, the interconnection request does not retain its position in the queue. When construction is required, the interconnection of the distributed generation facility shall proceed according to milestones agreed to by the parties in the standard distributed generation interconnection agreement.

 

h)         The standard distributed generation interconnection agreement is not final until:

 

1)         The requirements of the interconnection agreement are satisfied; and

 

2)         The distributed generation facility is approved by electric code officials with jurisdiction over the interconnection; and

 

3)         The applicant provides a certificate of completion (see Appendix B) to the EDC.  Completion of local inspections may be designated on inspection forms used by local inspecting authorities; and

 

4)         The witness test is successfully completed if required by the EDC or if the witness test is waived according to Article 2.1.1 of Appendix D.

 

(Source:  Amended at 41 Ill. Reg. 862, effective January 20, 2017)