Entergy Transmission's Facility Connection Requirements Document
Transmission's Facility Connection Requirements Document (pdf)
January 13, 2003 Revision
Entergy Transmission's Facility
Connection Requirements document was created in response to NERC Planning
Standard section I.C. This document applies to all generation, transmission,
and end-use customers wishing to interconnect to Entergy's transmission system.
As stated in the introduction of the standard,
All facilities involved in the generation, transmission, and use of
electricity must be properly connected to the interconnected transmission
systems to avoid degrading the reliability of the electric systems to which
they are connected. To avoid adverse impacts on reliability, generation and
transmission owners and electricity end-users must meet facility connection and
performance requirements as specified by those responsible for the reliability
of the interconnected transmission systems.
This document includes:
- Procedures and requirements for generation interconnection
- Non-Utility Generator Interconnection Requirements Standard
- Customer-Owned Substation Guideline
- Voltage Fluctuations Operations Guideline
- Typical Interconnection and Operating Agreement
- Typical Operating Agreement for Customer-Owned Substations
Facility Connection Requirements (pdf)
Standard Forms (Included in PDF file above but offered in Word
- Interconnection Study Letter Agreement (
- Facilities Study Letter Agreement (Word)
- Partial Facilities Study Letter Agreement (Word)
- Reimbursement Agreement (Word)
- Network Resource Interconnection Study Letter Agreement (
Interconnection Study Data Requirements
FAQs for Generation Interconnection Requests
Q. Who do I contact to request an interconnection?
A. Thomas Lanigan, Manager of Transmission Project Development. E-mail
Phone (504) 310-5866
Q. What are the required studies?
A. An Interconnection Study will be performed upon request by the customer.
The Interconnection Study has two phases. Phase one is the Feasibility Study,
which is a quick look study that determines the local area transmission
constraints for various generation output levels up to the customer specified
generation output level. Phase two is the Detailed Interconnection Study, which
includes AC load flow, short circuit, and stability analyses. This study
identifies any additional transmission constraints for a fixed level of
generation output as specified by the customer.
Following the Interconnection Study is the Facilities Study, which will
further refine the solutions proposed in the Interconnection Study. A scope
document will be provided with the customer requirements, estimated projected
schedule, and refined cost estimates.
The successful completion of either the Interconnection Study or the
Facilities Study does not guarantee the customer the right to transmission
service. Transmission service can only be obtained from the customer's request
on Entergy's OASIS web site
and upon the completion of a System Impact Study, if required.
Q. What steps do I have to follow to request the Interconnection
A. The customer must first sign the Interconnection Study Letter Agreement
and provide the required study data. This Agreement should be sent to the
Manager of the Transmission Project Development group, whose phone number and
e-mail address are given above.
Q. What are the deliverables of the Feasibility Study?
A. The deliverable of the Feasibility Study is a report that identifies the
transmission constraints with various generation output levels up to the
customer specified generation level. A rough cost estimate for relieving each
constraint will also be provided.
Q. What are the deliverables of the Interconnection Study?
A. The deliverable of the Interconnection Study is a report that compiles
results from the AC Load Flow, Short Circuit/Breaker Rating, and Transient
Stability analyses. It will also contain a description of the necessary
upgrades (required and
optional) along with high level cost estimates. This report will build upon
the results of the Feasibility Study.
Q. What is Entergy Transmission’s policy on generator interconnection
A. In evaluation of the deposit policy at Entergy for customers engaged in
interconnecting generation to the transmission grid, the following deposits
will be required effective May 23, 2002. This requirement is due to the current
business climate and the decision by Entergy management not to accept financial
risk during the performance of these studies. Entergy will enforce this policy
for all studies going forward:
Interconnection Study - Feasibility Study Phase $10,000
Interconnection Study - Detailed Study Phase Estimated full cost of
Partial Facilities Study or Facilities Study $50,000
During a Partial Facilities Study or a Facilities Study, customers will be
billed monthly on actual costs accrued, provided at least $10,000 of cost have
accrued in a given month.
Q. Why are interconnection studies needed?
A. The interconnection studies are performed to ensure the security and
adequacy of the Entergy transmission system. The addition of a generator onto
the Entergy transmission system may have a significant impact on the operation
of the system. Several factors may be affected and must be analyzed prior to
the addition of generation. These include system stability, fault duty of
existing equipment, overloading problems, and voltage violations.
Q. What are the steps in performing an interconnection study?
A. The customer must first request the study to be performed by signing an
Interconnection Study Letter Agreement. Then, the customer must provide
complete and accurate data to Entergy. Entergy will execute phase one of the
Interconnection Study, the Feasibility Study. The Feasibility Study results
will be provided to the customer within 20 days. The customer must then confirm
in writing whether to proceed with the Detailed Interconnection Study, which is
phase two of the Interconnection Study. If the customer chooses to proceed,
Entergy will perform the Detailed Interconnection Study and provide the
customer with refined results. The customer's failure to notify or submit
detailed data within 20 days of receipt of the Feasibility Study report will
cause Entergy to place customer's project on hold for an additional 30 days and
provide the customer with notice thereof. If the customer is placed on
hold for failing to provide either detailed data or notification to proceed
with the Detailed Interconnection Study, Entergy will cancel the study at the
end of the 30-day hold period, and the customer will have to submit another
study request to establish a new queue position.
Q. What are the models used? Can we get those models?
A. For the load flow and transient stability analyses, Entergy uses an
internal model that is both load flow and transient stability compatible. The
models are modified to reflect the projected load for the expected in-service
year. Firm transmission transactions are also modeled.
Entergy will not provide these internal study models to the customer.
However, the customer can obtain the SERC model, which contains the Entergy
system, from the SERC office.
Q. Are the Interconnection Studies performed independently? Why?
A. Yes. Under Entergy's study process, once a project has been studied and
an Interconnection and Operating Agreement has been executed, it is included in
the base case, assuming no power is flowing across the Entergy Transmission
System. Once transmission service has been reserved, then the project and the
flow of power is included in the base case. Such a study approach is in
conformance with the FERC's requirements in New England Power Pool, 85 FERC
61,141 (1998) ("NEPOOL"), reh'g denied, 87 FERC 61,347 (1999). In that
proceeding, NEPOOL proposed additions to its tariff establishing procedures for
new generators to interconnect to the NEPOOL grid. The procedures proposed by
NEPOOL required that the interconnection studies include an assumption that (1)
"each planned generator must be guaranteed an exclusive and unconstrained
firm transmission path to reach every load serving entity in NEPOOL;" and
(2) "all proposed projects already in the queue for service under the
NEPOOL Tariff are completed and placed in operation." NEPOOL, 85 FERC at
61,550-51. The Commission rejected NEPOOL's proposed tariff language and stated
[If all of these generation projects [NEPOOL new generation requests] are
developed, there would be a surplus of generating capacity within NEPOOL.
Accordingly, it is unlikely that all of these generation projects will be
constructed and, if constructed, it is likely that many will displace more
expensive resources in serving existing load. If transmission expansion were
based on the unrealistic assumption that all planned projects will be
constructed and that all need a separate and exclusive firm transmission path
to reach all load in NEPOOL, the transmission system would be significantly
The FERC then went on to state that the "ISO-New England may limit its
analysis to the system reliability, stability and operating considerations of
the actual interconnection." Id. (emphasis added).
Q. Can other applicants "leap frog" me in the study
A. The only instance in which one customer may "leap frog" another
in the study process is when a customer does not provide adequate data to
Entergy to initiate a study. Customers with incomplete data will be placed on
hold until the required information is provided. Accordingly, a customer that
is on hold because it has failed to provide adequate information may receive
its final interconnection study report later than the subsequent customer(s) in
the queue. Utilizing this process allows those customers that have provided the
necessary information not to be delayed by those customers that have not yet
provided such information.
Q. How much does the interconnection study cost?
A. The approximate cost of performing the interconnection study is $60,000.
However, the customer will be paying for actual costs.
Q. Can I perform the studies myself?
A. No. Entergy accepts only those studies that are performed by Transmission
personnel and Entergy-approved contractors.
Q. How long does it take to perform a Detailed Interconnection
A. At present, once a study is initiated and complete study data are
provided, an Interconnection Study can be completed within six to eight
Q. What are the data requirements for the Interconnection Study?
A. The preliminary data requirements can be found in the Entergy's
"Facility Connection Requirements" document. More detailed data will be
requested from the customer before the study can be initiated. The detailed
data will include generator, governor, exciter, and stabilizer modeling
information. These data sheets can be obtained from the Manager of the
Transmission Project Development Group.
Q. Will the study requests and study results be kept confidential? When
will they be made public?
A. Yes. In order to ensure compliance with the Entergy Corporation Standards
of Conduct Regarding the Relationship Between Transmission System Operations
and the Wholesale Merchant Function ("Entergy's Transmission Standards of
Conduct"), the Entergy Operating Companies have maintained as confidential
the customer-specific information acquired from parties requesting to
interconnect to the Entergy transmission system. Consistent with paragraph 2(c)
of Entergy's Transmission Standards of Conduct, only that customer-specific
information that is required to be posted on the OASIS or that is contained in
Interconnection and Operating Agreements that have been executed by the
customer and filed with the FERC is made public by the Entergy Transmission
Q. After I have submitted an interconnection study request, can I still
retain the same queue position if I decide to increase the generator output,
change the site, or voltage level (i.e., 230kV connection versus 138kV
A. No. If a customer wishes to increase the generation output level, change
the site, or voltage level, a separate interconnection study must be requested.
This will be added to the end of the queue. Each request has to be generation
level, site, and voltage level specific.
Q. If I decide to cancel an interconnection study request in which
Entergy has to yet to start, can I move another one of my requests, which is
further down in the queue, to the cancelled position?
A. No. To ensure fairness to all applicants in the queue, such a move cannot
Q. What are optional costs
and direct costs?
A. Direct costs are costs for upgrading those facilities that need to be
replaced, upgraded, or installed as a direct result of interconnecting the
customer facility to the Entergy transmission system. Such facilities are the
interfacing facilities, or they may be circuit breakers that are determined to
be under-rated due to the addition of the customer's additional generation.
Optional costs are those upgrades that are load flow related. For example,
the reconductoring of a line may be required only if the customer's production
exceeds a certain level. However, the customer may choose to restrict its
production to a level such that the limiting line is not overloaded. In this
case, the customer is taking a risk in limiting its generation to a certain
level because Entergy will not allow the customer to produce above this
Q. If I make local upgrades based on the Interconnection Study results,
what exactly is it buying me?
A. The capabilities of the transmission system are available to all market
participants on a first come, first serve basis. For every dollar the
customer contributes toward optional upgrades, the customer receives
transmission credits. These credits can be applied toward future
Q. What are transmission credits? How do I use them?
A. System Upgrades that are committed to and paid for by the Customer that
are optional (load flow related) will be eligible for transmission credits. A
credit will be established for each customer in an amount equal to the
investment in system upgrades paid for by the customer. These credits can be
used for transmission service originating from the customer's facility.
Q. Can a Facilities Study be performed concurrent with the
A. Yes. If the customer wishes to obtain preliminary engineering and cost
estimates for connecting to Entergy's system, they can initiate this study by
signing a "Partial Facility Study Letter Agreement". The main focus of
the Partial Facilities Study is the interconnection of the customer facility to
the Entergy system. The results provided by the Partial Facilities Study will
not be as comprehensive as those of the complete Facilities Study, which is
dependent on the outcome of the Interconnection Study. The Partial Facilities
Study will only use information that is available at the time of the study.
Therefore, a complete Facilities Study is required before the customer can
interconnect its facility to the Entergy transmission system.
Q. What's a System Impact Study?
A. The System Impact Study determines if available transfer capability (ATC)
is available to accommodate the transfer of power from the generator to the
sink as specified in the request. The study identifies regional constraints
that might restrict the transfer. For this study, the generator must specify a
specific source and sink combination and the requested time period. The results
of the study will be available 60 days from the date of the request. Please
contact Ollie Burke for further
Q. If I wish to interconnect to Entergy's Distribution system, what
procedures do I need to follow?
A. Entergy Transmission can direct the customer to the correct contact in
Entergy's Distribution Organization, which has its own process for evaluating
such a request. Requirements for non-utility generators wishing to interconnect
to Entergy's system at 34.5kV and below are governed by Entergy's Distribution
Standard DR07-01-0895, which can be provided upon request.
Q. Does signing an Interconnection and Operating Agreement provide any
rights to transmission service?
A. No. An Interconnection and Operating Agreement only provides for the
connection of a generating facility to the transmission system. Transmission
service is requested under a separate process utilizing OASIS.
Q. Can transmission service be granted before the interconnection study
is completed? What are my obligations?
A. No. However, the customer can submit a request through OASIS. Entergy
will complete a System Impact Study within 60 days as required by the FERC. The
service will be granted under the condition that the customer is committed to
signing the interconnection agreement.