Independent Assessment

• SASR – Independent Assessment

MARKET PARTICIPANT

• Submits SASR and required attachments

AESO

• Reviews SASR
• Assigns project name, number and AESO Project Manager
• After completing all Gate 0 requirements, the AESO issues a letter acknowledging Gate 0 completion to the market participant.

• For a list of initial steps to consider prior to submitting a SASR to the AESO, see the Assessment section on the Connecting to the grid page
• Read the SASR Guide – Independent Assessment for guidance while completing the SASR
• Review ID #2018-018T for further information about the AESO Connection Process
• A Distribution Deficiency Report (DDR) is required when a DFO is submitting a SASR to request expansion or enhancement of the transmission system. The DFO is encouraged to use the DDR Guideline when preparing their DDR.
• Read the Respectful Engagement Principles
• Sign up for the AESO Stakeholder Newsletter for AESO updates in the footer of this webpage

• Project Plan
• Study Scope
• Stage 1 PDUP (Connection and BTF projects only)
• Stage 1 CCD (Contract projects only)

AESO

• Completes Study Scope
• Reviews Project Plan
• Reviews PDUP
• Issues Stage 1 CCD
• After completing all Gate 1 requirements, the AESO issues a letter acknowledging Gate 1 completion to the market participant

MARKET PARTICIPANT

• Submits Stage 1 PDUP
• Reviews Project Plan and Study Scope

GFO

• Reviews Project Plan and Study Scope

TFO

• Reviews Project Plan and Study Scope

INTEGRATED PM

• Initiates project kick-off meeting
• Completes Project Plan
• Coordinates meetings and takes meeting minutes
• Coordinates deliverables between AESO, market participant, and TFO

• The market participant is responsible for performing the necessary studies for the project and is responsible for all project costs
• The study consultant and TFO should attend the kick-off meeting
• Refer to the Project Data Update Package – Instruction Manual (PDUP-IM) for information about the content of the PDUP
• Contact customer.connections@aeso.ca if you would like an example of a Study Scope

• Engineering Study Results (ESR)
• OOM or NID-level Cost Estimates (Connection projects only)
• Environment and Land Use Effects Evaluation, if required (Connection projects only)
• Facility Design (Connection projects only)
• SLDs
• Proposal to Proceed
• Stage 2 PDUP (Connection and BTF projects only)
• Stage 2 CCD (Connection projects only)
• Stage 3 and 4 security to the TFO (Connection projects only)

MARKET PARTICIPANT

• Activates account in the Customer Connections SharePoint Online (SPO) Site and retrieves CEII from the site
• Submits Engineering Study Results, Cost Estimate(s), Facility Design, SLDs, and Environment and Land Use Effects Evaluation
• Submits Stage 2 PDUP
• Provides Stage 3 and 4 security to the TFO

AESO

• Uploads CEII to the Customer Connections SPO Site
• Reviews Engineering Study Results, Cost Estimate(s), Facility Design, SLDs, and Environment and Land Use Effects Evaluation
• Reviews PDUP
• Issues Stage 2 CCD
• Issues Proposal to Proceed
• After completing all Gate 2 requirements, the AESO issues a letter acknowledging Gate 2 completion to the market participant

INTEGRATED PM

• Coordinates meetings and takes meeting minutes
• Coordinates deliverables between the AESO, market participant, and TFO

• See the Connection Study Requirements for more information about how to perform the engineering studies
• Ensure the study consultant communicates with the AESO's Study Engineer prior to starting any work and at any time when issues are identified during the study
• Provide Facility Design, SLDs, and cost estimate(s) as early as possible
• See the Single Line Diagram (SLD) Guideline for information about the content of the SLDs.
• Refer to the Project Data Update Package – Instruction Manual (PDUP-IM) for information about the content of the PDUP
• See Section 504.5 of the ISO rules, Service Proposals and Cost Estimating and the related ID #2015-002R for more information about cost estimates
• Set up early meetings with the TFO to understand project costs, Stage 3 and 4 security agreements and, for a Market Participant Choice (MPC) project, the Asset Transfer Agreement.
• Market participants have the option to put a project on hold near the end of Stage 2. Please click here to view ID #2018-018T which contains more information.