RIMS5 User Guide - California ISO

RIMS5 User Guide

Document Owner: Williams, John

Owner: Williams, John

Program Management Office

ISO Public Doc ID: GNFDMDEHU6BB-46-19

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Template Version: Document Version: Date Created:

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REVISION HISTORY VERSION NO.

DATE

REVISED BY

DESCRIPTION

2/25/2016

Nancy Strouse

Document was created.

(Must match header)

1.0




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TABLE OF CONTENTS 1.0

Introduction ..................................................................................................................... 4

2.0

Application Access ........................................................................................................... 4

3.0

Users ............................................................................................................................... 4

4.0

Features of the User Interface .......................................................................................... 4

4.1

Application Toolbar ....................................................................................................... 4

4.2

Action Toolbar .............................................................................................................. 5

5.0

Actions in RIMS5 .............................................................................................................. 6

6.0

RIMS5 Screens ................................................................................................................ 7

6.1

New Request ................................................................................................................ 7

6.2

Request Dashboard .....................................................................................................11

6.3

App & Study Projects ...................................................................................................11

6.4

Reporting .....................................................................................................................13

6.4.1

Generation Projects Report ......................................................................................13

6.4.2

IR Submittal Results .................................................................................................15




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Introduction

The Resource Interconnection Management System (RIMS) is a secure database application used to track and manage data from Interconnection Requests in the CAISO queue.

RIMS is updated daily by the Interconnection Resources team as well as by other CAISO departments with information as it is received by the CAISO from the Participating Transmission Owners (PTO) or Interconnection Customers (IC). This user guide will provide the access instructions, features, and actions performed in the application.

2.0

Application Access

In order to gain access to RIMS5, users must work with their organization points of contact (POCs) to utilize the Access and Identity Management (AIM) application to grant access. RIMS5 is a web-based application with role-based access that uses the CAISO CMA digital certificates for authentication. The processing time can be one to two weeks. http://www.caiso.com/Documents/UserApplicationAccessRequestForm.xls http://www.caiso.com/Documents/Overview-ISOTools_AccessRequestForms.pdf

3.0

Users

The Access and Identity Management (AIM) system provisions all contacts for the RIMS application. All new contacts and IC requests funnel through the AIM process. User access can take up to several days to complete. Once the user has gained access via AIM, they can see their projects and share access information. The AIM point of contact (POC) manages the RIMS certificates for a project.

4.0

Features of the User Interface

This section gives information on tools which help the user navigate and perform actions within RIMS5.

4.1

Application Toolbar

The application toolbar contains the application or browser-based functions for navigating the application. These functions are located above the ribbon. Hover and right click over the tool to view the function. Click to choose a function. Owner: Williams, John



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Application Toolbar Tool

Tool Name Previous Next Stop Loading Refresh Current Display User Displays Zoom Out Zoom In Edit Close Application

4.2

Function Goes to the previous display in browsing history Goes to the next display in browsing history Stops loading the current display Refreshes the display in the current window Reverts to original display, creates user display, or organizes user displays Zoom out Zoom in Enable edit or debug feature Log out of application

Action Toolbar

On each RIMS screen is an action toolbar. The features on the action toolbar allow the user to perform specific tasks within the screen. The table below describes the functions for each tool. Navigate to the desired screen to view these tools. Select the desired tool from the toolbar.

Tool


Action Toolbar Tool Name Function Restores default order of rows and Restore Sort columns Advance Filter Advance filter for columns Reset Advanced Resets Advance Filter for columns Filter Inline Filter Inline filter for columns Export current tab to Excel Export spreadsheet Program Management Office


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Tool

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Action Toolbar Tool Name Function Adjust Columns Add or remove columns from view First Page Previous Page Next Page Last Page Go

5.0

Template Version:

Go to the first page Go to the previous page Go to the next page Go to the last page Go to the specified Nth row

Actions in RIMS5

To perform actions in RIMS 5, navigate to the desired tab and click the tool icon. Restore Sort: Columns may be sorted in any order, allowing the user to customize columns in each screen. The Restore Sort tool allows the user to restore the column sort order to the default. Advance Filter: The Advance Filter allows the user to further filter the columns with values and conditions for each request. The user should update the columns with desired filters and click Update . Reset Advanced Filter: The Reset Advanced Filter resets the default for the Advance Filter. A message will appear at the bottom of the screen to confirm that the screen was reset. Inline Filter: The Inline Filter allows the user to filter projects horizontally, grouping each column as needed. Select desired filter and . Export: The export tool allows the user to export the information on the desired screen to an Excel spreadsheet. Adjust Columns: The Adjust Columns tool allows the user to customize columns that are visible or hidden from view by selecting the columns desired.




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First Page: This returns the search results to the first page if there are multiple pages. Previous Page: This returns the search results to the previous page if there are multiple pages. Next Page: This advances the search results to the next page if there are multiple pages. Last Page: This advances the search results to the last page if there are multiple pages. Go: This advances the search results to a specific page number if there are multiple pages. Insert the desired page number

6.0 6.1

and click Go

.

RIMS5 Screens New Request

In order to create a new request, the user must first register by completing all of the fields of the New Request form. The fields are: First Name, Last Name, Email, Confirm Email, Requested Project Name, and Request Type. The user must select the Request Type from the drop down, choosing Interconnection Request and click Register . The user will receive a message that a registration code has been sent via e-mail.




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The registration code will be sent to the e-mail box that was provided in the New Request form.

This code should be pasted into the Registration Code field on the Retrieve Request portion of the New Request form. The user should click Submit to access the request submission.




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At the discretion of the registered user, the registration code may be shared, allowing multiple project team members to collaborate and upload business and technology documents at the same time. An inventory of documents to upload will appear on the screen. The user should choose the Document Type in the dropdown menu of the Upload Project Files window and choose a file to upload.




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The Document Type, File Name, Uploaded Status, Uploaded Date, and Comments will appear in the Uploaded Files form. The document can be removed by clicking Delete . The interconnection request (IR) can be saved by clicking Save As Draft in order to edit before submission. To submit the IR, the disclaimer box must be checked at the bottom of the Interconnection Request form and the user should click Submit Registration for Validation

.

Once a document has been submitted, no changes to the document can be made by the user. The ISO has ten business days from the date of submission to respond to the interconnection request. The ISO will review and return the IR to the submitter, communicating if deficiencies exist and if further editing or information needs to be added. Owner: Williams, John



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Request Dashboard

The Request Dashboard allows the internal and PTO user to view the submitted requests and the request description. This dashboard provides the Project ID, Project Code, Process Type, Queue Number, Project Name, Contact person and information, Status Date, and notes regarding the request. The dashboard allows the internal and PTO user to edit and view the request .

6.3

App & Study Projects

The App & Study Projects screen allows external users to view the project information. Owner: Williams, John



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Below are the columns in the App & Study Projects screen and a brief description of each.

Column Project Code Queue Number Project Name Description PTO Received Date Project Status

App & Study Projects Description A system assigned code for the project A system assigned number for the project The name of the project Comments about the project The participating transmission owner of the project The date the project was received Project status can be classified as Received, Active, Transitioned, Withdrawn, or Complete. Received: The project was submitted for validation. Active: Refers to a project from the time it is deemed valid and ready to study until Commercial Operation is achieved. Once validated, a queue number is assigned to establish order of project relative to all other pending valid Interconnection Requests. Projects in a Cluster have no priority over each other. Transitioned: The project was transferred from one study process to another. Withdrawn: The project has been withdrawn from the study process. Complete: The project has been developed, is in commercial operation, and considered done.




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Column Project Type

Queue Date Project Cost Code PTO PM Contact PTO ENG Contact ISO PMO Contact ISO ENG Contact IC Contact

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App & Study Projects Description Project type can be FT (Fast Track), Cluster, or ISP (Independent Study Process) The Cluster end date, or date deemed valid for the ISP and FT The cost code associated to the project The PTO PM contact for the project The PTO engineering contact for the project The ISO PMO contact for the project The ISO engineering contact for the project The Interconnection Customer contact for the project

Reporting

The Reporting tab contains two specific reports with information about the projects. The two reports available are the Generation Projects Report and the IR Submittal Results.

6.4.1

Generation Projects Report

The Generation Projects Report provides information to the external user as an aid in strategic business planning. This report informs the user on the available public project queue. External users can view their current projects.

Below are the columns in the Generation Projects Report tab and a brief description of each. Generation Project Report Column Description Project Name Name of the project Queue Position The Project’s position in the validation process Interconnection Request The date the IR was received Receive Date Owner: Williams, John



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Generation Project Report Column Description Queue Date The cluster end date, or date deemed valid for the Independent Study Process (ISP) and Fast Track (FT) Application Status Received, Active, Completed, Withdrawn, Cancelled, or Transitioned Reason for Withdrawal None, IC Request, FERC Order, Failure to Cure Deficiency Study Process Cluster, ISP, FT, Serial LGIP, SGIP Generator Type Hydro, Wind Turbine, Photovoltaic, Steam Turbine, Cogeneration, Reciprocating Engine, Biomass, Gas Turbine, Solar Thermal, Combined Cycle, Storage, Fuel Cell, Combustion Turbine, or Other Generator Type Fuel Type Battery, Biofuel, Hydrogen, Natural Gas, Nuclear, Solar, Water, or Wind MW Total Megawatts and sum Full Capacity, Partial or Full Capacity, Partial Deliverability, or Energy Only (FC/P/EO) Energy Only County County name State State name Utility SDGE, PGAE, SCE, IID, or VEA Station or Transmission Substation name Line Proposed Online Date POD – The date the generation project is (as filed with IR) proposed to be online and in production. Current/Actual Online The date the generation project is online Date and in production. Feasibility Study or Supplemental Review System Impact Study or Engineer studies performed to determine Phase 1 Cluster Study effect on grid load or transmission. Facility Study (FAS) or Phase II Cluster Study Optional Study (OS) Interconnection The status of the generator interconnection Agreement Status agreement




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IR Submittal Results

The IR Submittal Results report provides general information on projects for the year requested.

Below are the columns in the IR Submittal Results report and a description of each:

Column Year Study Process IRs Submitted IRs Validated IRs Rejected or Failed Screening Test Reasons for Failure


IR Submittal Results Description The year the IR was submitted The type of study process The total number of IRs submitted The total number of IRs validated The total number of IRs rejected or failed A description of why the project failed



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RIMS5 User Guide - California ISO

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