Resolution No. 76734
RESOLUTION NO. 7673
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A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
3 VERNON APPROVING AND AUTHORIZING THE EXECUTION OF A
UTILITY DISTRIBUTION COMPANY OPERATING AGREEMENT BY
4 AND BETWEEN THE CITY OF VERNON AND THE INDEPENDENT
SYSTEM OPERATOR CORPORATION
6 WHEREAS, AB 1890 adopted by the California state legislature
7 on or about September 23, 1996 provided for the restructuring and
8 deregulation of the electric industry in the State of California,,.
9 created the California Independent System Operator ("ISO") to control
10 the scheduling and access to electric transmission facilities to
11 implement the development of a competitive generation market, and
12 required the ISO to file a Transmission Access Charge ("TAC") tariff
13 with the Federal Energy Regulatory Commission ("FERC") to establish
14 ITACs for high voltage transmission service within the State of
15 California; and
16 WHEREAS, the City of Vernon is located within the ISO control;
17 area, is a customer of the ISO and owns and operates a system for the 1
18 generation, transmission, and purchase of electric capacity and energy
19 and for the distribution, sale, and use of such electricity within its
20 community;. and
21 WHEREAS, in FERC Docket No. ER00-2019, the ISO filed an
22 Amendment No. 27 to the ISO's Operating Agreement and Tariff (the "ISO
23 Tariff"); and
24 WHEREAS, on May 31, 2000, the FERC accepted ISO's proposed
25 TAC tariff for filing, made provisions of the tariff subject to refund,
26 and ordered ISO to make a compliance filing in accordance with its
27 order; and
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WHEREAS, on June 30, 2000, Vernon provided its notice of
intent to become a Participating Transmission Owner ("PTO") on
January 1, 2001, in accordance with the tariff, which action was
ratified by Resolution No. 7574 adopted on July 11, 2000; and
WHEREAS, on August 1, 2000, as amended on August 31, 2000,
Vernon filed its application for PTO status with the ISO in accordance
with the ISO Tariff, which action was approved by Resolution No. 7582
adopted on July 26,'2000; and
WHEREAS, on November 30, 2000, the ISO approved Vernon's
application, as amended, and approved the execution of a Transmission
Control Agreement with Vernon pursuant to Vernon's agreement to accept
certain modifications therein; and
WHEREAS, by Resolution No. 7672 adopted on December 5, 2000,
the City Council of the City of Vernon approved for execution a TCA
between Vernon and ISO, subject to the issues reserved for FERC
approval in a letter dated December 5, 2000, from Bruce V. Malkenhorst
to the ISO; and
WHEREAS, as part of the application process to become a PTO,
ISO is also requiring that the City of Vernon sign a Utility
Distribution Company Operating Agreement ("UDC Operating Agreement")
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which establishes the rights and obligations of Vernon and ISO with
respect to the City's cooperation and coordination with the ISO to aid
the reliability and the operational control of the ISO controlled grid
and Vernon's distribution system; and
WHEREAS, by letter dated December 7, 2000, the City
Administrator/City Clerk has recommended to the City Council of the
City of Vernon that the UDC Operating Agreement be approved and
lexecuted.
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I NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
2 CITY OF VERNON AS FOLLOWS
3 SECTION 1: The City Council of the City of Vernon hereby
4 finds and determines/that the recitals contained hereinabove are true
5 and correct.
6 SECTION 2: The City Council of the City of Vernon hereby
7 approves the UDC Operating Agreement with the ISO, a copy of which is
8 attached -her eto as Exhibit "A" and made a part hereof.
9 SECTION 3: The City Council of the City of Vernon hereby
10 authorizes the Mayor and the City Clerk to execute the UDC Operating
11 Agreement for, and on behalf of, the City of Vernon.
12 SECTION 4: The City Council of the City of Vernon hereby
13 directs the City Clerk, or his designee, to send one fully executed UDC
14 Operating Agreement to:
15 California Independent System Operator
Attn: Deborah A. Le Vine, Director of Contracts and
16 Compliance
17 151 Blue Ravine Road
Folsom, CA 95630
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19 SECTION 5: The City Clerk of the City of Vernon shall
20 certify to the passage of this resolution, and thereupon and thereafter
21 the same shall be in full force and effect.
22 APPROVED AND ADOPTED this 12th day of December, 2000.
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ATTEST-O NIS C. MAL URG, Mayor
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27 BRUCE V. MALKENHORST, City Clerk
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1 STATE OF CALIFORNIA )
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2 COUNTY OF LOS ANGELES )
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4 I, BRUCE V. MALKENHORST, City Clerk of the City of Vernon, do
5 hereby certify that the foregoing Resolution, being Resolution No.
6 7673, was duly adapted by the City Council of the City of Vernon at an
"7 adjourned regular meeting of the City Council duly held on Tuesday,
8 December 12, 200Q, and thereafter was duly signed by the Mayor of the
9 City of Vernon.
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11 BRUCE V. MALKENHORST, City Clerk
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EXHIBIT
0
CALIFORNIA INDEPENDENT SYSTEM
OPERATOR
CITY OF VERNON
UTILITY DISTRIBUTION COMPANY
OPERATING AGREEMENT
#V CALIFORNIA ISO
UDC OPERATING AGREEMENT
UTILITY DISTRIBUTION COMPANY
OPERATING AGREEMENT
THIS OPERATING AGREEMENT is dated this day of and is
entered into, by and between:
(1) The City of Vernon, a municipal corporation of the State of California having
its registered and principal place of business located at 4305 Santa Fe Avenue,
Vernon, California 90058 (the "UDC");
and
(2) California Independent System Operator Corporation, a California non-profit
public benefit corporation having its principal place of business located in such
place in the State of California as the ISO Governing Board may from time to
time designate, initially 151 Blue Ravine Road, Folsom, California 95630 (the
"ISO").
The UDC and the ISO are hereinafter referred to as the "Parties".
Whereas:
A. The purpose of this Operating Agreement is to establish the rights and
obligations of the UDC and the ISO with respect to the UDC's cooperation and
coordination with the ISO to aid the reliability and the operational control of the
ISO Controlled Grid and the UDC's Distribution System.
B. The UDC owns and operates a Distribution System within the ISO Control Area
subject to the authority of a Local Regulatory Authority.
C. The UDC wishes to transmit Energy and/or supply Ancillary Services to or from
the ISO Controlled Grid under the terms and conditions set forth in the ISO Tariff
and the Laguna Bell -Vernon Interconnection Service Agreement between the
UDC and Southern California Edison Company. The UDC also wishes to
support and be part of the coordinated response to System Emergencies and to
System Reliability concerns relating to the ISO Controlled Grid.
D. The ISO has certain statutory obligations under California law to maintain the
reliability of the ISO Controlled Grid.
E. This Operating Agreement obligates the UDC and the ISO to comply with the
relevant sections of the ISO Tariff, the ISO Operating Procedures and the ISO
Specifications.
F. The UDC intends to coordinate with Southern California Edison Company the
planning and implementation of any expansions or modifications of the UDC's
systems that will affect their interconnection, the ISO Controlled Grid or the
transmission services to be required by the UDC.
NOW THEREFORE, in consideration of the mutual covenants set forth herein, THE
PARTIES AGREE as follows:
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ARTICLE
DEFINITIONS AND INTERPRETATION
1.1 Master Definitions Supplement. Unless defined in Section 1.2 of thisOperating
Agreement, all terms and expressions used in this Operating Agreement shall
have the same meaning as those contained in the Master Definitions Supplement
to the ISO Tariff.
1.2 Special Definitions for this Operating Agreement. In this Operating
Agreement, the following words and expressions shall have the meanings set
opposite them:
"ISO Specifications" means those standards pertaining to the areas of
operation listed in Article IV of this Operating Agreement, approved by the ISO to
establish detailed technical performance and reliability parameters associated
With the ISO Tariff, as those standards may be amended from time to time.
"ISO Operating Procedure" means those procedures pertaining to the areas of
operation listed in Article IV of this Operating Agreement, created by the ISO to
establish detailed operating practices associated with general provisions required
in the ISO Tariff, as those standards may be amended from time to time.
"Underfrequency Load Shedding (UFLS)" means automatic Load Shedding,
accomplished by the use of such devices as underfrequency relays, intended to
arrest frequency decline and assure continued operation within anticipated
islands.
1.3 Rules of Interpretation. The following rules of interpretation and conventions
shall apply to this Operating Agreement:
(a) if there is any inconsistency between this Operating Agreeme41
nt and the
ISO Tariff, the ISO Tariff will prevail to the extent of the inconsistency;
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(b) the singular shall include the plural and vice versa;
(c) the masculine shall include the feminine and neutral and vice versa;
(d) "includes" or "including" shall mean "including without limitation";
(e) references to a Section, Article or Schedule shall mean a Section, Article
or a Schedule of this Operating Agreement, as the case may be, unless
the context otherwise requires;
(f) a reference in this Operating Agreement to a given agreement, instrument
or the ISO Tariff shall be a reference to that agreement, instrument or the
ISO Tariff as modified, amended, supplemented or restated through the
date as of which such reference is made;
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UDC OPERATING AGREEMENT
(g) unless the context otherwise requires, references to any law shall be
deemed references to such law as it may be amended, replaced or
restated from time to time;
N unless the context otherwise requires, any reference, to a "person"
includes any individual, partnership, firm, company, corporation, joint
venture, trust, association, organization or other entity, in each case
whether or not having separate legal personality;*
unless the context otherwise requires, any reference to a Party includes a
reference to its permitted successors and assigns;
any reference to a day, week, month or year is to a calendar day, week,
month or year; and the captions and headings in this Operating
Agreement are inserted solely to facilitate reference and shall have no
bearing upon the interpretation of any of the terms and conditions of this
Operating Agreement.
ARTICLE 11
TERM AND TERMINATION
2.1 Effective Date. This Operating Agreement shall be effective as of the later of
the date it is executed by the Parties or the date accepted for filing and made
effective by the FERC and shall remain in full force and effect until the earlier of
the termination date, the termination of the TCA, the effective date of the Metered
Subsystem Agreement with the ISO, if the UDC enters into such an agreement,
or such other date as the Parties shall mutually agree. With respect to any such
termination, the ISO must file a timely notice of termination with FERC, and this
Operating Agreement shall terminate upon acceptance by FERC of such a notice
of termination.
2.2 Termination Date. Either Party (the terminating Party) may terminate this
Operating Agreement by giving written notice in the event that the other Party
(the defaulting Party) commits any default under this Operating Agreement
and/or the ISO Tariff which, if capable of being remedied, is not remedied within
30 days after the terminating Party has given the defaulting Party written notice
of the default, unless excused by reason of Uncontrollable Forces under Article X
of this Operating Agreement. With respect to any notice of termination given
pursuant to this Section, the ISO must file a timely notice of termination with
FERC. The filing of the notice of termination by the ISO will be considered timely
if. (1) the request to file a notice of termination is made after the preconditions for
termination have been met, and (2) the ISO files the notice of termination within
30 days of receipt of such request. This Operating Agreement shall terminate
upon acceptance by FERC of such a notice of termination.
2.3 Termination Pursuant to the TCA. If the UDC is a party to the Transmission
Control Agreement ("TCA"), this Operating Agreement shall terminate upon the
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UDC OPERATING AGREEMENT
effective date of the UDC's withdrawal from the TCA in accordance with Section
3.3 of the TCA, provided, however, that first the ISO shall have filed a timely
notice of termination with FERC and FERC shall have accepted such notice of
termination. The filing of the notice of termination by the ISO will be considered
timely if: (1) the request to file a notice of termination is made after the
preconditions for termination have been met, and (2) the ISO files the notice of
termination within 30 days of receipt of such request.
2.4 Termination by UDC as Non-TCA Party. 1f the UDC is not a party to the TCA,
the UDC shall have the right to terminate this Operating Agreement in
accordance with this Section 2.4, subject to the procedural requirements set forth
in Sections 2.1 and 2.2. Notwithstanding the foregoing, the UDC may terminate
this Operating Agreement for any reason on a date within the first two (2) years
after the effective date of this Operating Agreement by giving the ISO written
notice at least six (6) months in advance of the intended effective date of
termination. The UDC may terminate this Operating Agreement two (2) years or
more after the effective date of this Operating Agreement by giving the ISO
written notice at least two (2) years in advance of the intended effective date of
termination.
ARTICLE 1I1
GENERAL TERMS AND CONDITIONS
3.1.1 Facilities Under I80 Operational Control. Parties shall identify on Schedule 1
those facilities of the UDC that the Parties mutually agree will be placed under
the ISO's operational control pursuant to section 4.9 of the ISO Tariff. In the
event that a Party invokes the dispute resolution provision identified in Section
7.1 of this Operating Agreement, such dispute shall be resolved based upon
whether the ISO's control over such disputed facilities is essential to meeting the
Applicable Reliability Criteria, as defined in the ISO Tariff. With respect to each
facility identified in Schedule 1, the Parties shall negotiate the extent of the ISO's
operational control in order to meet said standard. y
3.1.2 Facilities Financed by Local Furnishing Bonds or Other Tax -Exempt Bonds.
This Section 3.1.2 applies only to facilities which are under the operational
control of the ISO and are owned by UDC with Local Furnishing Bonds or other
tax-exempt bonds. Nothing in this Operating Agreement shall compel (and the
ISO is not authorized to request) any UDC with Local Furnishing Bonds, or other
tax-exempt bonds, to violate restrictions applicable to facilities which are part of a
system that was financed in whole or part with Local Furnishing Bonds or other
tax-exempt bonds. The UDC shall cooperate with and provide all necessary
assistance to the ISO in developing specific schedules to be included in executed
Operating Agreements with such UDC to meet the intent of Section 3.1.1 of this
Operating Agreement.
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UDC OPERATING AGREEMENT
3.2 Agreement Subject to ISO Tariff. This Operating Agreement shall be subject to
the provisions of the ISO Tariff which shall be deemed to be incorporated by
reference herein, as the same may changed or superseded from time to time
pursuant to Sections 16.1 and 20.1.3 of the ISO Tariff. The Parties agree that
they will comply with Section 4, and any other applicable provisions, of the ISO
Tariff.
3.3 Operation of ISO Controlled Grid. The ISO shall operate the ISO Controlled
Grid in accordance with the ISO Tariff and the Transmission Control Agreement
to which it is a party.
3.4.1 Compliance with ISO Specifications and ISO Operating Procedure. The
UDC will abide by and will perform all of the obligations under the ISO
Specifications and the ISO Operating Procedure placed on UDCs in respect of all
matters set forth therein as the same may be changed or superseded from time
to time pursuant to the procedures set forth in Sections 16.1 and 20.1.3 of the
ISO Tariff. In the event of any conflict or dispute over interpretation, the ISO
Tariff shall, at all times, take precedence over the ISO Specifications and ISO
Operating Procedure. The ISO shall not implement any reliability requirements,
operating requirements or performance standards that would impose increased
costs on the UDC without giving due consideration to whether the benefits of
such requirements or standards are sufficient to justify such increased costs. In
any proceeding concerning the cost recovery by the UDC of capital and
operation and maintenance costs incurred to comply with ISO Specifications and
Operating Procedure, the ISO shall, at the request of the UDC, provide specific
information regarding the nature of, and need for, the ISO -imposed requirements
or standards to enable the UDC to use this information in support of cost
recovery through rates and tariffs.
3.4.2 Review of Specifications and Operating Procedure. The ISO shall
periodically review with the UDC the ISO Specifications and Operating Procedure
and, through the Grid Reliability and Operations Committee process, shall modify
the specifications and/or Operating Procedure as -necessary. Y
3.4.3 Periods When Compliance is Required. While awaiting dispute resolution or
regulatory review, the UDC shall not be required to' comply with changes to the
ISO Specifications and/or Operating Procedure, except where compliance is
necessary in order to prevent or remedy an imminent System Emergency.
3.5 Scheduling Coordinator Certification. The UDC shall ensure that any
Scheduling Coordinator through which it schedules Energy and Ancillary
Services to or from the ISO Controlled Grid is appropriately certified in
accordance with Section 2.2.3 and 2.2.4 of the ISO Tariff in accordance with the
list of Scheduling Coordinators established by the ISO on WEnet.
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3.6 Single Point of Contact. The ISO and the UDC shall each provide a single
point of contact on a 24-hour, 7-day basis for the exchange of operational
procedures and information. In the case of a UDC that is also a Participating TO,
there may be only one single point of contact required and, in the reasonable
discretion of the ISO, duplicative reporting requirements and functions may be
waived. Details of requirements relating to and the identity of the initial points of
contact are set forth in Schedule 2.
3.7 Delegated Operational Responsibilities. The UDC undertakes to perform all
operational responsibilities delegated to the UDC by the ISO in accordance with
Section 4.1.2 of the ISO Tariff and described in Schedule 3.
ARTICLE IV
OPERATIONAL COORDINATION
The Parties will perform the operational coordination obligations and
responsibilities assigned to them under the ISO Tariff, the ISO Operating
Procedures, and the ISO Specifications. The obligations and responsibilities
include:
4.1 Maintenance Coordination
4.1.1 Maintenance Coordination for Facilities under ISO Control. The UDC shall
schedule with the ISO on an annual basis any maintenance Outages of the
equipment included in Schedule 1 pursuant to Schedule 4 in compliance with the
Outage Coordination Protocol of the ISO Tariff and shall coordinate its Outage
requirements with Southern California Edison Company.
4.1.2 Maintenance Coordination for Other Facilities. 'With respect to other facilities
which may affect the reliability of the ISO Controlled Grid, the UDC shall
coordinate its Outage requirements with Southern California Edison Company.
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4.2 System Emergencies. The responsibilities of the Parties in relation to System
Emergencies are stated in Section 4.4 of the ISO Tariff, the Dispatch Protocol of
the ISO Tariff and in Schedule 5. The ISO shall adopt fair and non-discriminatory
procedures among the UDCs to ensure that no UDC bears a disproportionate
share of the ISO's Load Shedding program.
4.2.1 Underfrequency toad Shedding (UFLS). The responsibilities of the Parties in
relation to UFLS are stated in Sections 2.3.2 and 4.4.3 of the ISO Tariff, the ISO
Operating Procedure, the ISO Specifications and in Schedule 6.
4.2.2 Other Automatic Load Shedding. The responsibilities of the Parties in relation
to automatic Load Shedding as a function of voltage and other parameters are
stated in the ISO Operating Procedure, the ISO Specifications and in Schedule 7.
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UDC OPERATING AGREEMENT
4.2.3 Manual Load Shedding. The responsibilities of the Parties to direct and to
accept direction for manual disconnection of Load, under EEP, Load curtailment
programs or other emergency plans, are stated in Section 2.3 and Section 4.4.4
of the ISO Tariff, the ISO Operating Procedure, the ISO Specifications and in
Schedule 8.
4.3 Electrical Emergency Plan (EEP). The responsibilities of the Parties in relation
to the EEP are stated in Section 4.5 of the ISO Tariff, the ISO Operating
Procedure, the ISO Specifications and in Schedule 9.
4.4 Load Restoration. The responsibilities of the Parties for restoring Load following a
system disturbance are stated in Section 4.4.4 of the ISO Tariff, the ISO Operating
Procedure, the ISO Specifications and in Schedule 10.
4.5 Records, Information and Reports. The Parties are required to maintain such
records, to share information, and to make such reports as are stated in Section
4.1.2, 4.6 and 4.8 of the ISO Tariff, the ISO Operating Procedure, the ISO
Specifications, and in Schedule 11. Additionally, the Parties shall jointly perform
a review following a major Outage as provided in Section 2.3.2.9.1 of the ISO
Tariff.
4.6 Interconnection Operation Standards. The ISO and UDC shall maintain stable
established operating parameters and control power and reactive flow within
standards stated in the ISO Specifications and in Schedule 12.
4.7 Critical Protective Systems. The UDC shall (in accordance with Section 11.2
of this Operating Agreement) notify the ISO as soon as is reasonably practicable
of any condition that it becomes aware of that may compromise the ISO
Controlled Grid Critical Protective Systems in accordance with Section 4.3 of the
ISO Tariff and Schedule 13.
4.8 1 UDC Distribution Systems. The ISO shall (in accordance with Section 11.2 of
this Operating Agreement) notify the UDC as soon as is reasonably practicable
of any condition which the ISO becomes aware that may compromise the
operation and reliability of the UDC Distribution System.
ARTICLE V
ACCESS TO FACILITIES
5.1 Access Rights. Pursuant to Section 4.8.4 of the ISO Tariff and Schedule 14 of
this Operating Agreement, the ISO and the UDC shall each have the right to
install or to have installed equipment or other facilities, including metering
equipment, on the electric utility property of the other necessary for the
implementation of this Operating Agreement. The ISO's installation of
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UDC OPERATING AGREEMENT
equipment on the property of the UDC shall comply with Local Regulatory
Authority regulations, except where compliance with Local Regulatory Authority
regulations would cause the ISO to violate the ISO Tariff, and with all relevant
safety standards. In such case, the UDC and ISO will work together to resolve
the conflict between the Local Regulatory Authority regulations and the ISO
Tariff.
5.2 Meter Testing. The UDC shall, at the request of the ISO and upon reasonable
notice, provide access to its facilities necessary to permit the ISO or an ISO -
approved meter inspector to perform such testing as necessary in accordance
with Section 4.8.4 of the ISO Tariff and the procedures set forth in Schedule 14.
5.3 Emergency Access Rights. Section 4.8.4.3 of the ISO Tariff s I hall govern the
LSO's right to access the UDCs equipment or other facilities during a System
Emergency or where access is needed in connection with an audit function. In a
System Emergency, the UDC shall have a right of access to ISO equipment on
UDC property and UDC equipment on ISO property without notice.
ARTICLE VI
COSTS
6.1 UDC Operating and Maintenance Costs. The UDC shall be responsible I for all
costs incurred in connection with procuring, installing, operating and maintaining
its facilities identified in Schedule 1 for the purpose of meeting its obligations
under this Operating Agreement.
6.2 ISO Operating and Maintenance Costs. The ISO shall be responsible for the
procurement, installation, operation and maintenance costs of ISO equipment set
out in Article V of this Operating Agreement installed on UDC property.
ARTICLE VII Jr
DISPUTE RESOLUTION
7.1 Alternative Dispute Resolution. The Parties shall make reasonable efforts to
settle all disputes arising out of or in connection with this Operating Agreement.
In the event any dispute is not settled, the Parties shall adhere to the ISO ADR
Procedures set forth in Section 13 of the ISO Tariff, which is incorporated by
reference, except that all reference in Section 13 of the ISO Tariff to Market
Participants shall be read as a reference to the UDC and references to the ISO
Tariff shall be read as references to this Operating Agreement.
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ARTICLE Vlll
REPRESENTATIONS AND WARRANTIES
8.1 Representations and Warranties. Each Party represents and warrants that its
execution, delivery and performance of this Operating Agreement has been duly
authorized by all necessary corporate and/or governmental actions, to the extent
authorized by law:
8.2 Necessary Approvals. Each Party represents that all necessary approvals,
permits, licenses, easements, right of way or access to install, own and operate
its facilities subject to this Operating Agreement have been obtained prior to the
effective date of this Operating Agreement.
ARTICLE IX
LIABILITY
9.1 Extent of Liability. The provisions of Section 14 of the ISO Tariff will apply to
liability arising under this Operating Agreement, except that all references in
Section 14 of the ISO Tariff to Market Participants shall be read as references to
the UDC and references to the ISO Tariff shall be read as references to this
Operating Agreement.
ARTICLE X
UNCONTROLLABLE FORCES
10.1 Uncontrollable Forces Tariff Provisions. Section 15 of the ISO Tariff shall be
incorporated by reference into this Operating Agreement, except that all
references in Section 15 of the ISO Tariff to Market Participants shall be read as
a reference to the UDC and references to the ISO Tariff shall be read as
references to this Operating Agreement.
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ARTICLE XI
MISCELLANEOUS
11.1 Assignments. Either Party may assign its obligations under this Operating
Agreement, with the other Party's prior written consent, in accordance with
Section 17 of the ISO Tariff, which is incorporated by reference into this
Operating Agreement. Such consent shall not be unreasonably withheld.
11.2 Notices. Any notice, demand or request which may be given to or made upon
either Party regarding this Operating Agreement shall be made in accordance
with Section 20.1 of the ISO Tariff, which is incorporated by reference, except
that all reference in Section 20.1 to Market Participants shall be read as a
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reference to the UDC. A Party must update the information relating to its
address as that information changes in accordance with Section 20.1 of the ISO
Tariff. Such changes will not constitute an amendment to this Operating
Agreement.
11.3 Waivers. Any waiver at any time by either Party of its rights with respect to any
default under this Operating Agreement, or with respect to any other matter
arising in connection with this Operating Agreement, shall not constitute or be
deemed a waiver with respect to any subsequent default or matter arising in
connection with this Operating Agreement. Any delay short of the statutory
period of limitations, in asserting or enforcing any right under this Operating
Agreement, shall not constitute or be deemed a waiver of such right.
11.4 Governing Law and Forum. This Operating Agreement shall be deemed to be
a contract made under and for all purposes shall be governed by and construed
in accordance with the laws of the State of California except in its conflict of laws
provisions. The Parties irrevocably consent that any legal action or proceeding
arising under or in relation to this Operating Agreement to which the ISO ADR
Procedures do not apply, shall be brought in any of the following forums, as
appropriate: any court of the State of California, any federal court of the United
States of America. located in the State of California or, where subject to its
jurisdiction, before the Federal Energy Regulatory Commission.
11.5 Consistency with Federal Laws and Regulations.
(a) Nothing in this Operating Agreement shall compel any person or federal
entity to: (1) violate federal statutes or regulations; or (2) in the case of a
federal agency, to exceed its statutory authority, as defined by any
applicable federal statutes, regulations, or orders lawfully promulgated
thereunder. If any provision of this Operating Agreement is inconsistent
with any obligation imposed on any person or federal entity by federal law
or regulation to that extent, it shall be inapplicable to that person or federal
entity. No person or federal entity shall incur any liability by failing to
comply with this Operating Agreement that is inapplicable to it by reason
of being inconsistent with any federal statutes, regulations, or orders
lawfully promulgated thereunder; provided, however, that such person or
federal entity shall use its best efforts to comply with the ISO Tariff to the
extent that applicable federal laws, regulations, and orders lawfully
promulgated thereunder permit it to do so.-
(b) If any provision of this Operating Agreement requiring any person or
federal entity to give an indemnity or impose a sanction on any person is
unenforceable against a federal entity, the ISO shall submit to the
Secretary of Energy or other appropriate Departmental Secretary a report
of any circumstances that would, but for this provision, have rendered a
federal entity liable to indemnify any person or incur a sanction and may
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request the Secretary of Energy or other appropriate Departmental
Secretary to take such steps as are necessary to give effect to any
provisions of this Operating Agreement that are not enforceable against
the federal entity.
11.6 Integration. This Operating Agreement constitutes the full agreement of the
Parties with respect to the subject matter hereto and supercedes all prior
agreements, whether written or oral, with respect to such subject matter.
11.7 Severability. if any term, covenant, or condition of this Operating Agreement or
the application or effect of any such term, covenant, or condition is held invalid as
to any person, entity, or circumstance, or is determined to be unjust,
unreasonable, unlawful, imprudent, or otherwise not in the public interest by any
court or government agency of competent jurisdiction, then such term, covenant,
or condition shall remain in force and effect to the maximum extent permitted by
law, and all other terms, covenants, and conditions of this Operating Agreement
and their application shall not be affected thereby, but shall remain in force and
effect and the Parties shall be relieved of their obligations only to the extent
necessary to eliminate such regulatory or other determination unless a court or
governmental agency of competent jurisdiction holds that such provisions are not
separable from all other provisions of this Operating Agreement.
11.8 Penalties. Any penalties to be levied under this Operating Agreement shall be
established in accordance with the ISO Tariff after consultation between the UDC
and the ISO, and approval by the FERC, and shall beset out in Schedule 15. No
penalties or sanctions may be imposed under this Operating Agreement unless a,
Schedule providing for such penalties or sanctions has first been filed with and
made effective by FERC. Nothing in this Operating Agreement, with the
exception of the provisions relating to ADR, shall be construed as waiving the
rights of the UDC to oppose or protest any penalty proposed by the ISO to the
FERC or the specific imposition by the ISO of any FERC-approved penalty on
the UDC.
11.9 Section Headings: Section headings provided in this Operating Agreement are
for ease of reading and are not meant to interpret the text in each Section.
11.10 Amendments. This Operating Agreement and the Schedules attached hereto
may be amended from time to time by the mutual agreement of the Parties in
writing. Amendments that require FERC approval shall not take effect until
FERC has accepted such amendments for filing and made them effective. If the
amendment does not require FERC approval, the amendment will be filed with
FERC for information.
11.11 Counterparts. This Operating Agreement may be executed in one or more
counterparts at different times, each of which shall be regarded as an original
ISO REV 03.0599 11
QQ CALIFORNIA ISO
UDC OPERATING AGREEMENT
and all of which, taken together, shall constitute one and the same Operating
Agreement.
IN WITNESS WHEREOF, the Parties hereto have caused this Operating Agreement to
be duly executed on behalf of each by and through their authorized representatives as
of the date hereinabove written.
California Independent System Operator Corporation
By:
Name:
Title:
Date:
City of Vernon, California
By:
Name: LEONIS C. MALBUR
Title;_ Mayor
Date:
ATTEST:
BRUCE V. MALKENHORST, City Clerk
APPROVED AS TO FORM:
EDUARDO OLIVO, City Attorney
ISO REV 03.0599
12
CALIFORNIA ISO
UDC OPERAIINGAGREEMENT
SCHEDULE
FACILITIES UNDER ISO CONTROL
The UDC will supply a list of UDC facilities that are placed under the operational
control of the ISO in Schedule 1.
There are no UDC facilities to be listed here at present.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 2
OPERATIONAL CONTACT
ISO:
Transmission Dispatcher
(Folsom):
Transmission Dispatcher
(Alhambra):
Shift Supervisor:
Manager of Dispatch and
Security Coordination:
City/State/Zip Code
Other ISO Dispatch Operations Phones:
Generation Dispatcher
(Folsom)
Generation Dispatcher
(Alhambra)
Security Coordinator
UDC:
Name of Primary
Representative:
Name of Alternative
Representative:
Title:
Address:
City/State/Zip Code
Email address:
Phone:
Fax:
Systems Manager
Systems Coordinator I
Operations Shift Supervisor
4305 Santa Fe Avenue
Vernon. CA 90058
COVLPCCO)PACBELL.NET
(323) 585-5070
(323) 585-3119
The information to be contained in this Schedule may be subject to additional filing due to subsequent
revisions as these may be required from time to time.
ISOr3.0599
d
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 3
DELEGATED OPERATIONAL RESPONSIBILITIES
Currently the !SO has not delegated any operational responsibilities to the UDC
in accordance with Section 4.1.2 of the ISO Tariff. if such a delegation occurs,
they will be identified in this Schedule 3.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE
MAINTENANCE COORDINATION
By October 1st of each year, the UDC will exchange with the ISO a provisional
planned outage program for all lines and equipment in Schedule 1. That
document will be updated quarterly or as changes occur to the proposed
schedule.
The ISO will approve all outages on equipment and lines transferred to ISO
operational control.
Applications for scheduled work will be submitted to the ISO by the UDC via
means to be agreed to by both Parties. The UDC documents will record the
details for all work and become the data base for reporting and recording outage
information.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
V CALIFORNIA ISO
SCHEDULE 5
SYSTEM EMERGENCIES
r
UDC OPERATING AGREEMENT
The ISO will notify the UDC's operational contact, as identified in _Schedule 2, of
the emergency, including information regarding the cause, nature, extent, and
potential duration of the emergency. The UDC's operational contact will add any
relevant data and make the appropriate notifications within the UDC organization.
The UDC's operational contact will then take such actions as are appropriate for
the emergency.
The UDC will make requests for information from the iSO regarding emergencies
through the UDC operational contact, or the UDC administrative contact, as
identified in Schedule2, may coordinate public information with the ISO
Communication Coordinator.
During and following service interruptions the UDC is required to estimate service
restoration by geographic areas, and will use its standard operating procedures
to communicate with customers and any other relevant entities. For UDC
outages that may be caused by events affecting the transmission system, the
UDC operational contact will make appropriate notifications to the ISO and/or
Southern California Edison Company regarding any information of which it may
be aware related to the outage such as cause, nature, extent, potential duration
and customers affected.
UDC logs and Electric Switching Orders will be used in preparation of outage
reviews. These documents are defined as the chronological record of the
operation of the activities which occur with the UDC's portion of the electrical
system. The log shall contain all pertinent information, including orders received
and transmitted, relay operations, messages, clearances, accidents, trouble
reports, daily switching program, etc.
The UDC will retain records in accordance with its policies for six years
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
ard CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE6
UNDERFREQUENCY LOAD SHEDDING
The objective of the Underfrequency Load Shedding (UFLS) program is to
provide security and protection to the interconnected bulk power network by
arresting frequency decay during periods of insufficient resources
This plan establishes Underfrequency Load Shedding objectives consistent with
the load shedding policies of the Western Systems Coordinating Council, the
North American Electric Reliability Council and the UDC. The UDC's load
shedding program will be in accordance with the WSCC Off -nominal Frequency
Report requirements.
The UDC currently maintains an Underfrequency Load Shedding plan under
mutual arrangements with Southern California Edison Company (SCE) as
reflected in the SCE plans described in SCE System Operating Bulletin No. 115
and its applicable Attachments, and the Laguna Bell -Vernon Interconnection
Service Agreement between SCE and the City of Vernon (or a replacement
agreement provided that any replacement agreement preserves the UDC's
obligations in accordance with this Schedule 6), which are incorporated herein by
reference. Until such time as it implements its own separate UFLS program, the
UDC shall continue to operate in accordance with those plans.
The UDC shall undertake good faith efforts to develop a separate UFLS program
to allow it to meet WSCC and NERC requirements independent of SCE by
January 1, 2002. In any event, the UDC shall develop that separate UFLS
program prior to such time as the SCE plans described above may cease to
apply to the UDC. This Schedule will be revised to incorporate that separate
UFLS program by reference upon its implementation by the UDC.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
19d, CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE
OTHER AUTOMATIC LOAD SHEDDING
In addition to underfrequency relay load reduction, any undervoltage relay
protection that is utilized in the UDC will be identified in the Attachment to this
Schedule 7.
The UDC currently employs an automatic Underfrequency Load Shedding
program only, as described in Schedule 6. At present the UDC does not utilize
an under -voltage Load Shedding program.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
V CALIFORNIA ISO
SCHEDULE8
MANUAL LOAD SHEDDING
UDC OPERATING AGREEMENT
The UDC currently maintains a plan whereby nonessential distribution circuits
are subjected to manual shedding and rotating service interruptions when
required by Southern California Edison Company (SCE) in accordance with SCE
System Operating Bulletin No. 29 and its applicable Attachments and the Laguna
Bell -Vernon Interconnection Service Agreement between SCE and the City of
Vernon (or a replacement agreement provided that any replacement agreement
preserves the UDC's obligations in accordance with this Schedule 8), both of
which are incorporated herein by reference. Until such time as the.UDC
implements a plan for manual Load Shedding and rotating service interruptions
independent of SCE, the UDC shall continue to operate in accordance with the
existing plan.
The UDC shall undertake good faith efforts to develop that separate manual
Load Shedding program by January 9, 2002. In any event, the UDC shall
develop that separate manual Load Shedding program prior to such time as the
SCE plans described above may cease to apply to the UDC. This Schedule will
be revised to incorporate that separate manual Load Shedding program by
reference upon its implementation by the UDC.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
tSOr3.0599
lad' CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULEBA
ROTATING LOAD CURTAILMENT PROCEDURES
The UDC shall undertake good faith efforts to develop a separate rotating Load
curtailment procedure by January 1, 2002. In any event, the UDC shall develop
that separate rotating Load curtailment procedure prior to such time as the SCE
plans described in Schedule 8 may cease to apply to the UDC. This Schedule
will be revised to incorporate that separate rotating Load curtailment procedure
by reference upon its implementation by the UDC.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
i✓ CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 813
INTERRUPTIBLE LOAD
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
The UDC currently does not have interruptible Load within its Service Area.
ISOr3.0599
y CALIFORNIA ISO
UDC OPERATING AGREEMEw
SCHEDULE 9
ELECTRICAL EMERGENCY PLAN
The ISO Specifications. will outline the basic criteria for the development,
coordination, and implementation of the UDC EEP and the requirements for
coordination with the ISO EEP. Schedule 9 will include the UDC EEP as
coordinated with the ISO EEP.
The UDC does not currently have an Electrical Emergency Plan. The UDC shall
develop an EEP by January 1, 2002. This Schedule will be revised to
incorporate that UDC EEP by reference upon its implementation by the UDC.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
s%
ISOra.0599
! d CALIFORNIA ISO
SCHEDULE 10
LOAD RESTORATION
UDC OPERATING AGREEMENT
The UDC will follow the procedures set forth below in this Schedule 10 in promoting
orderly, coordinated restoration of electric systems after a major system disturbance
has occurred which resulted in load shedding by frequency relays in California.
1. immediately after load shedding by frequency relay(s) has occurred in the
UDC, the UDC will remain in contact with the Area Control Center (ACC)
specified by the ISO, currently the -Southern California Edison Company
(SCE) ACC, until normal frequency has been restored throughout the ISO
Control Area or the ISO Shift Supervisor has concluded that such full-time
communications can be terminated. Emergency communications over the
California ACC Hot-line will be under the direction of the ISO Shift
Supervisor and the senior dispatcher present at the affected PTO ACC(s).
2. Manual load restoration will not normally be initiated until the California
ACC Hot Line is attended. No load is to be manually restored unless
directed by the ISO after the frequency has recovered and there is
indication that the frequency can be maintained. The UDC will await
direction from the ACC specified by the ISO, currently the SCE ACC, who
will be in contact with the ISO Shift Supervisor. The ISO Shift Supervisor
will determine whether adequate generation resources are available on
line to support the load to be restored.
3. Any UDC automatic load restoration will be consistent with the WSCC
Coordinated Off -Nominal Frequency Load Shedding and Restoration Plan.
4. If the ISO cannot meet the WSCC and NERC Control Area Disturbance
Control Standard or the Control Performance Standard post disturbance,
no manual load restoration will be permitted. If the frequency is such that
automatic load restoration occurs under these conditions, the UDC(s)
which has restored load automatically will manually shed an equivalent
amount of load to offset the load which was automatically restored.
5. Restoration of ties and off -site power supply to nuclear generating facilities
should be given top priority. Manual load restoration will be deferred
during periods of tie restoration. The UDC should be equipped and
prepared to drop load manually when necessary to allow frequency
recovery sufficient to re-establish ISO intra-area ties and ties between the
ISO Control Area and outside systems. Where manual load shedding is
required, the ISO shall make reasonable efforts to allocate the load
shedding requirement. equitably among the UDCs where load shedding
will be beneficial
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
6. The UDC will use its existing plans and priorities to restore load within the
parameters given by the ISO, giving the appropriate priority to essential
services such as military, public safety agencies, water treatment plants,
sewage treatment plants, etc.
The information to be contained in this Schedule may be subject to additional_ filing due
to subsequent revisions as these may be required from time to time.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 11
RECORDS, INFORMATION, REPORTS
The ISO and UDC will jointly develop any necessary forms and procedures for
collection, study and transmittal of system data, information, reports, and
forecasts.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these maybe required from time to time.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 12
OPERATION STANDARDS.
The ISO shall maintain stable operating parameters and control power -and
reactive flow in accordance with the ISO Tariff and the following Operation
Standards. Until such time as the UDC may become directly interconnected with
the ISO Controlled Grid, the UDC shall maintain stable operating parameters and
control power and reactive flow in accordance with the Laguna Bell -Vernon
Interconnection Service Agreement between SCE and the City of Vernon (or
a replacement agreement provided that any replacement agreement
preserves the UDC's obligations in accordance with this Schedule 12), which
is incorporated herein by reference. If the UDC becomes directly
interconnected with the ISO Controlled Grid, the UDC shall maintain stable
operating parameters and control power and reactive flow in accordance with the
ISO Tariff and the following Operation Standards, and the responsibilities
described below shall apply at each point of interconnection with the ISO
Controlled Grid.
UDC Responsibilities
1.0 The UDC shall operate its facilities in such manner as to avoid any
material or adverse impact on the ISO Controlled Grid. In accordance
with this performance goal, the UDC shall:
1.1 Operate its facilities within established operating parameters including
normal ratings, emergency ratings, voltage limits, and balance of load
between electrical phases.
1.2 Maintain primary and backup protective systems such that faults on UDC
facilities will be cleared with minimal impact on the ISO Controlled Grid.
1.3 Maintain load power factor at each point of interconnection with the ISO
Controlled Grid as close as possible to unity power factor and pursuant to
Section 2.5.3.4 of the ISO Tariff.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
ISO Responsibilities
2.0 The ISO shall operate the ISO Controlled Grid in such manner as to avoid
any material or adverse impact on the UDC facilities. in accordance with
this performance goal, the ISO shall:
2.1 Participate with the UDC and TO in the development of joint power quality
performance standards and jointly maintain compliance with such
standards.
2.2 Observe UDC grid voltage limits specified in Attachment 7 including
requirements for reduced voltage on ISO Controlled Grid facilities which
apply during heavy fog (or other unusual operating conditions) as needed
to minimize the risk of insulator flashover.
2.3 Approve transmission owner maintenance requests in a timely manner,
and shall not unreasonably withhold approval of TO requests for
authorization to perform energized insulator washing work or to take
planned Outages needed to replace or insul-grease insulators.
2.4 Support UDC investigation of power quality incidents, and provide related
data to the UDC in a timely manner.
2.5 Support installation of apparatus on the ISO Controlled Grid to improve
power quality, and take all reasonable measures to investigate and mitigate
power quality concerns caused by actions or events in neighboring
systems or control areas.
2.6 Maintain load power factor at any future direct Interconnection with the
UDC as close as possible to unity power factor and pursuant to Section
2.5.3.4 of the ISO Tariff.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 13
CRITICAL PROTECTION SYSTEMS
Distribution protective relay schemes affecting the ISO Controlled Grid are those
associated with transformers that would trip transmission breakers and/or busses
when activated. These would include any of the following:
1. High Side Overcurrent Relays
2. Differential Overcurrent Relays
3. Sudden Pressure. Relays
4. Low Oil Relays
5. Neutral Ground Overcurrent Relays
6. On fuse protected transformers, it would be the high -side fuses.
With respect to the UDC, operational control and maintenance responsibilities
related to the facilities described above reside with the Southern California
Edison Company.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 14
RIGHTS OF ACCESS TO FACILITIES
14.1 Equipment Installation. In order to give effect to this Operating
Agreement, a Party that requires to use particular equipment (the equipment
owner) may require installation of such equipment on property owned by the
other Party (the property owner), provided that the equipment is necessary to
meet the equipment owner's service obligations and that the equipment shall not
have a negative impact on the reliability of the service provided, nor prevent the
property owner from performing its own obligations or exercising its rights under
this Operating Agreement.
14.1.1 Free Access. The property owner shall grant to the equipment owner free
of charge reasonable installation rights and rights of access to accommodate
equipment inspection, maintenance, repair, upgrading, or removal for the
purposes of this Operating Agreement, subject to the property owner's
reasonable safety, operational, and future expansion needs.
14.1.2 Notice. The equipment owner shall provide reasonable notice to the
property owner when requesting access for site assessment, equipment
installation, or other relevant purposes. Such access shall not be provided
unless the parties mutually agree to the date, time, and purpose of each access.
Agreement on the terms of the access shall not be unreasonably withheld or
delayed.
14.1.3 Removal of Installed Equipment. Following reasonable notice, the
equipment owner shall be required, at its own expense, to remove or relocate
equipment, at the request of the property owner, provided that the equipment
owner shall not be required to do so if it would have a negative impact on the
reliability of the service provided, or be prevented from performing its own
obligations or exercising its rights under this Operating Agreement.
14.1.4 Costs. The equipment owner shall repair at its own expense any property
damage it causes in exercising its rights and shall reimburse the property owner
for any other reasonable costs that it may be required to incur to accommodate
the equipment owner's exercise of its rights under this Section 14.1.
14.2 Rights to Assets. The Parties shall not interfere with each other's
assets, without prior written agreement.
14.3 Inspection of Facilities. In order to meet their respective obligations
under this Operating Agreement, each Party may view or inspect facilities owned
by the other Party. Provided that reasonable notice is given, a Party shall not
unreasonably deny access to relevant facilities for viewing or inspection by the
requesting Party.
ISOr3.0599
�/ CALIFORNIA ISO
UDC OPERATING AGREEMENT
14.4 Access During Emergencies. Either Party shall have rights of
access, without prior notice, to the other Party's equipment as necessary during
times of a System Emergency.
ISOr3.0599
CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 15
PENALTIES AND SANCTIONS
[Intentionally left blank, initially, in accordance with Section 11.8]
The information to be contained in this Schedule will be filed when complete
following current revisions and development and may thereafter be subject to
additional filing due to subsequent revisions as these may be required from time
to time.
ISOr3.0599
SUPPORTING
DOCUMENTS
CALIFORNIA INDEPENDENT SYSTEM
OPERATOR
CITY OF VERNON
i•
UTILITY DISTRIBUTION COMPANY
OPERATING AGREEMENT
r
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
UTILITY DISTRIBUTION COMPANY
OPERATING AGREEMENT
THIS OPERATING AGREEMENT is dated this /.Aday of bes' , a and is
entered into, by and between:
(1) The City of Vernon, a municipal corporation of the State of California having
its registered and principal place of business located at 4305 Santa Fe Avenue,
Vernon, California 90058 (the "UDC");
and
(2) California Independent System Operator Corporation, a California non-profit
public benefit corporation having its principal place of business located in such
place in the State of California as the ISO Governing Board may from time to
time designate, initially 151 Blue Ravine Road, Folsom, California 95630 (the
"ISO"
The UDC and the ISO are hereinafter referred to as the "Parties".
Whereas:
A. The purpose of this Operating Agreement is to establish the rights and
obligations of the UDC and the ISO with respect to the UDC's cooperation and
coordination with the ISO to aid the reliability and the operational control of the
ISO Controlled Grid and the UDC's Distribution System.
B. The UDC owns and operates a Distribution System within the ISO Control Area
subject to the authority of a Local Regulatory Authority.
C. The UDC wishes to transmit Energy and/or supply Ancillary Services to or from
the ISO Controlled Grid under the terms and conditions set forth in the ISO Tariff
and the Laguna Bell -Vernon Interconnection Service Agreement between the
UDC and Southern California Edison Company. The UDC also wishes to
support and be part of the coordinated response to System Emergencies and to
System Reliability concerns relating to the ISO Controlled Grid.
D. The ISO has certain statutory obligations under California law to maintain the
reliability of the ISO Controlled Grid.
E. This Operating Agreement obligates the UDC and the ISO to comply with the
relevant sections of the ISO Tariff, the ISO Operating Procedures and the ISO
Specifications.
F. The UDC intends to coordinate with Southern California Edison Company the
planning and implementation of any expansions or modifications of the UDC's
systems that will affect their interconnection, the ISO Controlled Grid or the
transmission services to be required by the UDC.
NOW THEREFORE, in consideration of the mutual covenants set forth herein, THE
PARTIES AGREE as follows:
ISO REV 03.0599
V CALIFORNIA ISO
• UDC OPERATING AGREEMENT
ARTICLE
DEFINITIONS AND INTERPRETATION
1.1 Master Definitions Supplement. Unless defined in Section 1.2 of thisOperating
Agreement, all terms and expressions used in this Operating Agreement shall
have the same meaning as those contained in the Master Definitions Supplement
to the ISO Tariff.
1.2 Special Definitions for this Operating Agreement. In this Operating
Agreement, the following words and expressions shall have the meanings set
opposite them:
"ISO Specifications" means those standards pertaining to the areas of
operation listed in Article IV of this Operating Agreement, approved by the ISO to
establish detailed technical performance and reliability parameters associated
with the ISO Tariff, as those standards may be amended from time to -time.
"ISO Operating Procedure" means those procedures pertaining to the areas of
operation listed in Article IV of this Operating Agreement, created by the ISO to
establish detailed operating practices associated with general provisions required
in the ISO Tariff, as those standards may be amended from time to time..
"Underfrequency Load Shedding (UFLS)" means automatic Load Shedding;
accomplished by the use of such devices as underfrequency relays, intended to
arrest frequency decline and assure continued operation within anticipated
islands.
1.3 Rules of Interpretation. The following rules of interpretation and conventions
shall apply to this Operating Agreement:
(a) if there is any inconsistency between this Operating Agreement and the
ISO Tariff, the ISO Tariff will prevail to the extent of the inconsistency;
(b) the singular shall include the plural and vice versa;
(c) the masculine shall include the feminine and neutral and vice versa;
(d) "includes" or "including" shall mean "including without limitation";
(e) references to a Section, Article or Schedule shall mean a Section, Article
or a Schedule of this Operating Agreement, as the case may be, unless
the context otherwise requires;
(f) a reference in this Operating Agreement to a given agreement, instrument
or the ISO Tariff shall be a reference to that agreement, instrument or the
ISO Tariff as modified, amended, supplemented or restated through the
date as of which such reference is made;
ISO REV 03.0599 2
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
(g) unless the context otherwise requires, references to any law shall be
deemed references to such law as it may be amended, replaced or
restated from time to time;
(h) unless the context otherwise requires, any reference to a "person"
includes any individual, partnership, firm, company, corporation, joint
venture, trust, association, organization or other entity, in each case
whether or not having separate legal personality;
(i) unless the context otherwise requires, any reference to a Party includes a
reference to its permitted successors and assigns;
(j) any reference to a day, week, month or year is to a calendar day, week,
month or year; and the captions and headings in this Operating
Agreement are inserted solely to facilitate reference and shall have no
bearing upon the interpretation of any of the terms and conditions of this
Operating Agreement.
ARTICLE II
TERM AND TERMINATION
2.1 Effective Date. This Operating Agreement shall be effective as of the.later of
the date it is executed by the Parties or the date accepted for filing and made
effective by the FERC and shall remain in full force and effect until the earlier of
the termination date, the termination of the TCA, the effective date of the Metered
Subsystem Agreement with the ISO, if the UDC enters into such an agreement,
or such other date as the Parties shall mutually agree. With respect to any such
termination, the ISO must file a timely notice of termination with FERC, and this
Operating Agreement shall terminate upon acceptance by FERC of such a notice
of termination.
2.2 Termination Date. Either Party (the terminating Party) may terminate this
Operating Agreement by giving written notice in the event that the other Party
(the defaulting Party) commits any default under this Operating Agreement
and/or the ISO Tariff which, if capable of being remedied, is not remedied within
30 days after the terminating Party has given the defaulting Party written notice
of the default, unless excused by reason of Uncontrollable Forces under Article X
of this Operating Agreement. With respect to any notice of termination given
pursuant to this Section, the ISO must file a timely notice of termination with
FERC. The filing of the notice of termination by the ISO will be considered timely
if: (1) the request to file a notice of termination is made after the preconditions for
termination have been met, and (2) the ISO files the notice of termination within
30 days of receipt of such request. This Operating Agreement shall terminate
upon acceptance by FERC of such a notice of termination.
2.3 Termination Pursuant to the TCA. If the UDC is a party to the Transmission
Control Agreement ("TCA"), this Operating Agreement shall terminate upon the
ISO REV 03.0599 3
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
effective date of the UDC's withdrawal from the TCA in accordance with Section
3.3 of the TCA, provided, however, that first the ISO shall have filed a timely
notice of termination with FERC and FERC shall have accepted such notice of
termination. The filing of the notice of termination by the ISO will be considered
timely if: (1) the request to file a notice of termination is made after the
preconditions for termination have been met, and (2) the ISO files the notice of
termination within *30 days of receipt of such request.
2.4 Termination by UDC as Non-TCA Party. If the UDC is not a party to the TCA,
the UDC shall have the right to terminate this Operating Agreement in
accordance with this Section 2.4, subject to the procedural requirements set forth
in Sections 2.1 and 2.2. Notwithstanding the foregoing, the UDC may terminate
this Operating Agreement for any reason on a date within the first two (2) years
after the effective date of this Operating Agreement by giving the ISO written
notice at least six (6) months in advance of the intended effective date of
termination. The UDC may terminate this Operating Agreement two (2) years or
more after the effective date of this Operating Agreement by giving the ISO
written notice at least two (2) years in advance of the intended effective date of
terminatioh.
ARTICLE III
GENERAL TERMS AND CONDITIONS
3.1.1 Facilities Under ISO Operational Control. Parties shall identify on Schedule 1
those facilities of the UDC that the Parties mutually agree will be placed under
the ISO's operational control pursuant to section 4.9 of the ISO Tariff. In the
event that a Party invokes the dispute resolution provision identified in Section
7.1 of this Operating Agreement, such dispute shall be resolved based upon
whether the ISO's control over such disputed facilities is essential to meeting the
Applicable Reliability Criteria, as defined in the ISO Tariff. With respect to each
facility identified in Schedule 1, the Parties shall negotiate the extent of the ISO's
operational control in order to meet said standard. Y
3.1.2 Facilities Financed by Local Furnishing Bonds or Other Tax -Exempt Bonds.
This Section 3.1.2 applies only to facilities which are under the operational
control of the ISO and are owned by a UDC with Local Furnishing Bonds or other
tax-exempt bonds. Nothing in this Operating Agreement shall compel (and the
ISO is not authorized to request) any UDC with Local Furnishing Bonds, or other
tax-exempt bonds, to violate restrictions applicable to facilities which are part of a
system that was financed in whole or part with Local Furnishing Bonds or other
tax-exempt bonds. The UDC shall cooperate with and provide all necessary
assistance to the ISO in developing specific schedules to be included in executed
Operating Agreements with such UDC to meet the intent of Section 3.1.1 of this
Operating Agreement.
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V CALIFORNIA ISO
UDC OPERATING AGREEMENT
3.2 Agreement Subject to ISO Tariff. This Operating Agreement shall be subject to
the provisions of the ISO Tariff which shall be deemed to be incorporated by
reference herein, as the same may be changed or superseded from time to time
pursuant to Sections 16.1 and 20.1.3 of the ISO Tariff. The Parties agree that
they will comply with Section 4, and any other applicable provisions, of the ISO
Tariff.
3.3 Operation of ISO Controlled Grid. The ISO shall operate the ISO Controlled
Grid in accordance with the ISO Tariff and the Transmission Control Agreement
to which it is a party.
3.4.1 Compliance with ISO Specifications and ISO Operating Procedure. The
UDC will abide by and will perform all of the obligations under the ISO
Specifications and the ISO Operating Procedure placed on UDCs in respect of all
matters set forth therein as the same may be changed or superseded from time
to time pursuant to the procedures set forth in Sections 16.1 and 20.1.3 of the
ISO Tariff. In the event of any conflict or dispute over interpretation, the ISO
Tariff shall, at all times, take precedence over the ISO Specifications and ISO
Operating Procedure. The ISO shall not implement any reliability requirements,
operating requirements or performance standards that would impose increased
costs on the UDC without giving due consideration to. whether the benefits of
such requirements or standards are sufficient to justify such increased costs. In
any proceeding concerning the cost recovery by the UDC of capital and
operation and maintenance costs incurred to comply with ISO Specifications and
Operating Procedure, the ISO shall, at the request of the UDC, provide specific
information regarding the nature of, and need for, the ISO -imposed requirements
or standards to enable the UDC to use this information in support of cost
recovery through rates and tariffs.
3.4.2 Review of Specifications and Operating Procedure. The ISO shall
periodically review With the UDC the ISO Specifications and Operating Procedure
and, through the Grid Reliability and Operations Committee process, shall modify
the specifications and/or Operating Procedure as necessary. Y
3.4.3 Periods When Compliance is Required. While awaiting dispute resolution or
regulatory review, the UDC shall not be required to comply with changes to the
ISO Specifications and/or Operating Procedure, except where compliance is
necessary in order to prevent or remedy an imminent System Emergency.
3.5 Scheduling Coordinator Certification. The UDC shall ensure that any
Scheduling Coordinator through which it schedules Energy and Ancillary
Services to or from the ISO Controlled Grid is appropriately certified in
accordance with Section 2.2.3 and 2.2.4 of the ISO Tariff in accordance with the
list of Scheduling Coordinators established by the ISO on WEnet.
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V ,CALIFORNIA ISO
UDC OPERATING AGREEMENT
3.6 Single Point of Contact. The ISO and the UDC shall each provide a single
point of contact on a 24-hour, 7-day basis for the exchange of operational
procedures and information. In the case of a UDC that is also a Participating TO,
there may be only one single point of contact required and, in the reasonable
discretion of the ISO, duplicative reporting requirements and functions may be
waived. Details of requirements relating to and the identity of the initial points of
contact are set forth in Schedule 2.
3.7 Delegated Operational Responsibilities. The UDC undertakes to perform all
operational responsibilities delegated to the UDC by the ISO in accordance with
Section 4.1.2 of the ISO Tariff and described in Schedule 3.
ARTICLE IV
OPERATIONAL COORDINATION
The Parties will perform the operational coordination obligations and
responsibilities assigned to them under the ISO Tariff, the ISO Operating
Procedures, and the ISO Specifications. The obligations and responsibilities
include:
4.1 Maintenance Coordination
4.1.1 Maintenance Coordination for Facilities under ISO Control. The UDC shall
schedule with the ISO on an annual basis any maintenance Outages of the
equipment included in Schedule 1 pursuant to Schedule 4 in compliance with the
Outage Coordination Protocol of the ISO Tariff and shall coordinate its Outage
requirements with Southern California Edison Company.
4.1.2 Maintenance Coordination for Other Facilities. With respect to other facilities
which may affect the reliability of the ISO Controlled Grid, the UDC shall
coordinate its Outage requirements with Southern California Edison Company.
4.2 System Emergencies. The responsibilities of the Parties in relation to System
Emergencies are stated in Section 4.4 of the ISO Tariff, the Dispatch Protocol of
the ISO Tariff and in Schedule 5. The ISO shall adopt fair and non-discriminatory
procedures among the UDCs to ensure that no UDC bears a disproportionate
share of the ISO's Load Shedding program.
4.2.1 Underfrequency Load Shedding (UFLS). The responsibilities of the Parties in
relation to UFLS are stated in Sections 2.3.2 and 4.4.3 of the ISO Tariff, the ISO
Operating Procedure, the ISO Specifications and in Schedule 6.
4.2.2 Other Automatic Load Shedding. The responsibilities of the Parties in relation
to automatic Load Shedding as a function of voltage and other parameters are
stated in the ISO Operating Procedure, the ISO Specifications and in Schedule 7.
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V CALIFORNIA ISO
UDC OPERATING AGREEMENT
4.2.3 Manual Load Shedding. The responsibilities of the Parties to direct and to
accept direction for manual disconnection of Load, under EEP, Load curtailment
programs or other emergency plans, are stated in Section 2.3 and Section 4.4.4
of the ISO Tariff, the ISO Operating Procedure, the ISO Specifications and in
Schedule 8.
4.3 Electrical Emergency Plan (EEP). The responsibilities of the Parties -in relation
to the EEP are stated in Section 4.5 of the ISO Tariff, the ISO Operating
Procedure, the ISO Specifications and in Schedule 9.
4.4 Load Restoration. The responsibilities of the Parties for restoring Load following a
system disturbance are stated in Section 4.4.4 of the ISO Tariff, the ISO Operating
Procedure, the ISO Specifications and in Schedule 10.
4.5 Records, Information and Reports. The Parties are required to maintain such
records, to share information, and to make such reports as are stated in Section
4.1.2, 4.6 and 4.8 of the ISO Tariff, the ISO Operating Procedure, the ISO
Specifications, and in Schedule 11. Additionally, the Parties shall jointly perform
a review following a major Outage as provided in Section 2.3.2.9.1 of the ISO
Tariff.
4.6 Interconnection Operation Standards. The ISO and UDC shall maintain stable
established operating parameters and control power and reactive flow within
standards stated in the ISO Specifications and in Schedule 12.
4.7 Critical Protective Systems. The UDC shall (in accordance with Section 11.2
of this Operating Agreement) notify the ISO as soon as is reasonably practicable
of any condition that it becomes aware of that may compromise the ISO
Controlled Grid Critical Protective Systems in accordance with Section 4.3 of the
ISO Tariff and Schedule 13.
4.8 UDC Distribution Systems. The ISO shall (in accordance with 'Section 11.2 of
this Operating Agreement) notify the UDC as soon as is reasonably practicable
of any condition which the ISO becomes aware that may compromise the
operation and reliability of the UDC Distribution System.
ARTICLE V
ACCESS TO FACILITIES
5.1 Access Rights. Pursuant to Section 4.8.4 of the ISO Tariff and Schedule 14 of
this Operating Agreement, the ISO and the UDC shall each have the right to
install or to have installed equipment or other facilities, including metering
equipment, on the electric utility property of the other necessary for the
implementation of this Operating Agreement. The ISO's installation of
ISO REV 03.0599 7
u' CALIFORNIA ISO
UDC OPERATING AGREEMENT
equipment on the property of the UDC shall comply with Local Regulatory
Authority regulations, except where compliance with Local Regulatory Authority
regulations would cause the ISO to violate the ISO Tariff, and with all relevant
safety standards. In such case, the UDC and ISO will work together to resolve
the conflict between the Local Regulatory Authority regulations and the ISO
Tariff.
5.2 Meter Testing. The UDC shall, at the request of the ISO and upon reasonable
notice, provide access to its facilities necessary to permit the ISO or an ISO -
approved meter inspector to perform such testing as necessary in accordance
with Section 4.8.4 of the ISO Tariff and the procedures set forth in Schedule 14.
5.3 Emergency Access Rights. Section 4.8.4.3 of the ISO Tariff shall govern the
ISO's right to access the UDC's equipment or other facilities during a System
Emergency or where access is needed in connection with an audit function. In a
System Emergency, the UDC shall have a right of access to ISO equipment on
UDC property and UDC equipment on ISO property without notice.
ARTICLE VI
COSTS
6.1 UDC Operating and Maintenance Costs. The UDC shall be responsible for all
costs incurred in connection with procuring, installing, operating and maintaining
its facilities identified in Schedule 1 for the purpose of meeting its obligations
under this Operating Agreement.
6.2 ISO Operating and Maintenance Costs. The ISO shall be responsible for the
procurement, installation, operation and maintenance costs of ISO equipment set
out in Article V of this Operating Agreement installed on UDC property.
ARTICLE VII .
DISPUTE RESOLUTION
7.1 Alternative Dispute Resolution. The Parties shall make reasonable efforts to
settle all disputes arising out of or in connection with this Operating Agreement.
In the event any dispute is not settled, the Parties shall adhere to the ISO ADR
Procedures set forth in Section 13 of the ISO Tariff, which is incorporated by
reference, except that all reference in Section 13 of the ISO Tariff to Market
Participants shall be read as a reference to the UDC and references to the ISO
Tariff shall be read as references to this Operating Agreement.
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V CALIFORNIA ISO UDC OPERATING AGREEMENT
ARTICLE Vill
REPRESENTATIONS AND WARRANTIES
8.1 Representations and Warranties. Each Party represents and warrants that its
execution, delivery and performance of this Operating Agreement has been duly
authorized by all necessary corporate and/or governmental actions, to the extent
authorized by law:
8.2 Necessary Approvals. Each Party represents that all necessary approvals,
permits, licenses, easements, right of way or access to install, own and operate
its facilities subject to this Operating Agreement have been obtained prior to the
effective date of this Operating Agreement.
ARTICLE IX
LIABILITY
9.1 Extent of Liability. The provisions of Section 14 of the ISO Tariff will apply to
liability arising under this Operating Agreement, except that all references in
Section 14 of the ISO Tariff to Market Participants shall be read as references to
the UDC and references to the ISO Tariff shall be read as references to this
Operating Agreement.
ARTICLE X
UNCONTROLLABLE FORCES
10.1 Uncontrollable Forces Tariff Provisions. Section 15 of the ISO Tariff shall be
incorporated by reference into this Operating Agreement, except that all
references in Section 15 of the ISO Tariff to Market Participants shall be read as
a reference to the UDC and references to the ISO Tariff shall be read as
references to this Operating Agreement.
ARTICLE XI
MISCELLANEOUS
11.1 Assignments. Either Party may assign its obligations under this Operating
Agreement, with the other Party's prior written consent, in accordance with
Section 17 of the ISO Tariff, which is incorporated by reference into this
Operating Agreement. Such consent shall not be unreasonably withheld.
11.2 Notices. Any notice, demand or request which may be given to or made upon
either Party regarding this Operating Agreement shall be made in accordance
with Section 20.1 of the ISO Tariff, which is incorporated by reference, except
that all reference in Section 20.1 to Market Participants shall be read as a
ISO REV 03.0599 9
a CALIFORNIA ISO
UDC OPERATING AGREEMENT
reference to the UDC. A Party must update the information relating to its
address as that information changes in accordance with Section 20.1 of the ISO
Tariff. Such changes will not constitute an amendment to this Operating
Agreement.
11.3 Waivers. Any waiver at any time by either Party of its rights with respect to any
default under this'Operating Agreement, or with respect to any other matter
arising in connection with this Operating Agreement, shall not constitute or be
deemed a waiver with respect to any subsequent default or matter arising in
connection with this Operating Agreement. Any delay short of the statutory
period of limitations, in asserting or enforcing any right under this Operating
Agreement, shall not constitute or be deemed a waiver of such right.
11.4 Governing Law and Forum. This Operating Agreement shall be deemed to be
a contract made under and for all purposes shall be governed by and construed
in accordance with the laws of the State of California except in its conflict of laws
provisions. The Parties irrevocably consent that any legal action or proceeding
arising under or in relation to this Operating Agreement to which the ISO ADR
Procedures do not apply, shall be brought in any of the following forums, as
appropriate: any court of the State of California, any federal court of the United
States of America located in the State of California or, where subject to its
jurisdiction, before the Federal Energy Regulatory Commission.
11.5 Consistency with Federal Laws and Regulations.
(a) Nothing in this Operating Agreement shall compel any person or federal
entity to: (1) violate federal statutes or regulations; or (2) in the case of a
federal agency, to exceed its statutory authority, as defined by any
applicable federal statutes, regulations, or orders lawfully promulgated
thereunder. If any provision of this Operating Agreement is inconsistent
with any obligation imposed 'on any person or federal entity by federal law
or regulation to that extent, it shall be inapplicable to that person or federal
entity. No person or federal entity shall incur any liability'by failing to
comply with this Operating Agreement that is inapplicable to it by reason
of being inconsistent with any federal statutes, regulations, or orders
Lawfully promulgated thereunder; provided, however, that such person or
federal entity shall use its best efforts to comply with the ISO Tariff to the
extent that applicable federal laws, regulations, and orders lawfully
promulgated thereunder permit it to do so.
(b) If any provision of this Operating Agreement requiring any person or
federal entity to give an indemnity or impose a sanction on any person is
unenforceable against a federal entity, the ISO shall submit to the
Secretary of Energy or other appropriate Departmental Secretary a report
of any circumstances that would, but for this provision, have rendered a
federal entity liable to indemnify any person or incur a sanction and may
ISO REV 03.0599 10
V -CALIFORNIA ISO
UDC OPERATING AGREEMENT
request the Secretary of Energy or other appropriate Departmental
Secretary to take such steps as are necessary to give effect to any
provisions of this Operating Agreement that are not enforceable against
the federal entity.
11.6 Integration. This Operating Agreement constitutes the full agreement of the
Parties with respect to the subject matter hereto and supercedes all prior
agreements, whether written or oral, with respect to such subject matter.
11.7 Severability. If any term, covenant, or condition of this Operating Agreement or
the application or effect of any such term, covenant, or condition is held invalid as
to any person, entity, or circumstance, or is determined to be unjust,
unreasonable, unlawful, imprudent, or otherwise not in the public interest by any
court or government agency of competent jurisdiction, then such term, covenant,
or condition shall remain in force and effect to the maximum extent permitted by
law, and all other terms, covenants, and conditions of this Operating Agreement
and their application shall not be affected thereby, but shall remain in force and
effect and the Parties shall be relieved of their obligations only to the extent
necessary to eliminate such regulatory or other determination unless a court or
governmental agency of competent jurisdiction holds that such provisions are not
separable from all other provisions of this Operating Agreement.
11.8 Penalties. Any penalties to be levied under this Operating Agreement shall be
established in accordance with the ISO Tariff after consultation between the UDC
and the ISO, and approval by the FERC, and shall be set out in Schedule 15. No
penalties or sanctions may be imposed under this Operating Agreement unless a
Schedule providing for such penalties or sanctions has first been filed with and
made effective by FERC. Nothing in this Operating Agreement, with the
exception of the provisions relating to ADR, shall be construed as waiving the
rights of the UDC to oppose or protest any penalty proposed by the ISO to the
FERC or the specific imposition by the ISO of any FERC-approved penalty on
the UDC.
11.9 Section Headings: Section headings provided in this Operating Agreement are
for ease of reading and are not meant to interpret the text in each Section.
11.10 Amendments. This Operating Agreement and the Schedules attached hereto
may be amended from time to time by the mutual agreement of the Parties in
writing. Amendments that require FERC approval shall not take effect until
FERC has accepted such amendments for filing and made them effective. If the
amendment does not require FERC approval, the amendment will be filed with
FERC for information.
11.11 Counterparts. This Operating Agreement may be executed in one or more
counterparts at different times, each of which shall be regarded as an original
ISO REV 03.0599 11
u. CALIFORNIA ISO
UDC OPERATING AGREEMENT
and all of which, taken together, shall constitute one and the same Operating
Agreement.
IN WITNESS WHEREOF, the Parties hereto have caused this Operating Agreement to
be duly executed on behalf of each by and through their authorized representatives as
of the date hereinabove written.
California Independent System Operator Corporation
By:
Name:
Title:
Date:
City of Vernon, California
By:
Nai
Title:
Date:
ATTEST:
BRUCE V. MALKENHORST, City Clerk
APPROVED AS TO FO
��— C&-C-� es��
EDUARDO OLIVO, City Attorney
ISO REV 03.0599 12
krd ,CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 1
FACILITIES UNDER ISO CONTROL
0
The UDC will supply a list of UDC facilities that are placed under the operational
control of the ISO in Schedule 1.
There are no UDC facilities to be listed here at present.
ISOr3.0599
VCALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 2
OPERATIONAL CONTACT
ISO:
Transmission Dispatcher
(Folsom):
(916) 351-2492 or 2497
Transmission Dispatcher
(Alhambra):
(626) 537-2830
Shift Supervisor:
(916) 351-2490
Manager of Dispatch and
Security Coordination:
(916) 351-2498
City/State/Zip Code
California ISO
151 Blue Ravine Road
P.O. Box 639014
Folsom, CA 95763-9014
Other ISO Dispatch Operations
Phones:
Generation Dispatcher
(Folsom)
(916) 351-2489
Generation Dispatcher
(Alhambra)
(626) 537-3040
Security Coordinator (916) 351-2494
UDC:
Name of Primary
Representative:
Name of Alternative
Representative:
Title:
Address:
City/State/Zip Code
Email address:
Phone:
Fax:
Systems Manager
Systems Coordinator I
Operations Shift Supervisor
4305 Santa Fe Avenue
Vernon, CA 90058
COVLPCC(a)PACBELL. NET
(323) 585-5070
(323) 585-3119
The information to be contained in this Schedule may be subject to additional filing due to subsequent
revisions as these may be required from time to time.
ISOr3.0599
i✓ CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 3
DELEGATED OPERATIONAL RESPONSIBILITIES
Currently the ISO has not delegated any operational responsibilities to the UDC
in accordance with Section 4.1.2 of the ISO Tariff. If such a delegation occurs,
they will be identified in this Schedule 3.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 4
MAINTENANCE COORDINATION
By October 1st of each year, the UDC will exchange with the ISO a provisional
planned outage program for all lines and equipment in Schedule 1. That
document will be updated quarterly or as changes occur to the proposed
schedule.
The ISO will approve all outages on equipment and lines transferred to ISO
operational control.
Applications for scheduled work will be submitted to the ISO by the UDC via
means to be agreed to by both Parties. The UDC documents will record the
details for all work and become the data base for reporting and recording outage
information.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
V -CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 5
SYSTEM EMERGENCIES
The ISO will notify the UDC's operational contact, as identified in Schedule 2, of
the emergency, including information regarding the cause, nature, extent, and
potential duration of the emergency. The UDC's operational contact will add any
relevant data and make the appropriate notifications within the UDC organization.
The UDC's operational contact will then take such actions as are appropriate for
the emergency.
The UDC will make requests for information from the ISO regarding emergencies
through the UDC operational contact, or the UDC administrative contact, as
identified in Schedule 2, may coordinate public information with the ISO
Communication Coordinator.
During and following service interruptions the UDC is required to estimate service
restoration by geographic areas, and will use its standard operating procedures
to communicate with customers and any other relevant entities. For UDC
outages that may be caused by events affecting the transmission system, the
UDC operational contact will make appropriate notifications to the ISO and/or
Southern California Edison Company regarding any information of which it may
be aware related to the outage such as cause, nature, extent, potential duration,
and customers affected.
UDC logs and Electric Switching Orders will be.used in preparation of outage
reviews. These documents are defined as the chronological record of the
operation of the activities which occur with the UDC's portion of the electrical
system. The log shall contain all pertinent information, including orders received
and transmitted, relay operations, messages, clearances, accidents, trouble
reports, daily switching program, etc. &.
The UDC will retain records in accordance with its policies for six years.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
s
V. CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 6
UNDERFREQUENCY LOAD SHEDDING
The objective of the Underfrequency Load Shedding (UFLS) program is to
provide security and protection to the interconnected bulk power network by
arresting frequency decay during periods of insufficient resources
This plan establishes Underfrequency Load Shedding objectives consistent with
the load shedding policies of the Western Systems Coordinating Council, the
North American Electric Reliability Council and the UDC. The UDC's load
shedding program will be in.accordance with the WSCC Off -nominal Frequency
Report requirements.
The UDC currently maintains an Underfrequency Load Shedding plan under
mutual arrangements with Southern California Edison Company (SCE) as
reflected in the SCE plans described in SCE System Operating Bulletin No. 115
and its applicable Attachments, and the Laguna Bell -Vernon Interconnection
Service Agreement between SCE and the City of Vernon (or a replacement
agreement provided that any replacement agreement preserves the UDC's
obligations in accordance with this Schedule.6), which are incorporated herein by
reference. Until such time as it implements its own separate UFLS program, the
UDC shall continue to operate in accordance with those plans.
The UDC shall undertake good faith efforts to develop a separate UFLS program
to allow it to meet WSCC and NERC requirements independent of SCE by
January 1, 2002. In any event, the UDC shall develop that separate UFLS
program prior to such time as the SCE plans described above may cease to
apply to the UDC. This Schedule will be revised to incorporate that separate
UFLS program by reference upon its implementation by the UDC.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISQr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE?
OTHER AUTOMATIC LOAD SHEDDING
In addition to underfrequency relay load reduction, any undervoltage relay .
protection that is utilized in the UDC will be identified in the Attachment to this
Schedule 7.
The UDC currently employs an automatic Underfrequency Load Shedding
program only, as described in Schedule 6. At present the UDC does not utilize
an under -voltage Load Shedding program.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE8
MANUAL LOAD SHEDDING
The UDC currently maintains a plan whereby nonessential distribution circuits
are subjected to manual shedding and rotating service interruptions when
required by Southern California Edison Company (SCE) in accordance with SCE
System Operating Bulletin No. 21 and its applicable Attachments and the Laguna
Bell -Vernon Interconnection Service Agreement between SCE and the City of
Vernon (or a replacement agreement provided that any replacement agreement
preserves the UDC's obligations in accordance with this Schedule 8), both of
which are incorporated herein by reference. Until such time as the UDC
implements a plan for manual Load Shedding and rotating service interruptions
independent of SCE, the UDC shall continue to operate in accordance with the
existing plan.
The UDC shall undertake good faith efforts to develop that separate manual
Load Shedding program by January 1, 2002. In any event, the UDC shall
develop that separate manual Load Shedding program prior to such time as the
SCE plans described above may cease to apply to the UDC. This Schedule will
be revised to incorporate that separate manual Load Shedding program by
reference upon its implementation by the UDC.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 8A
ROTATING LOAD CURTAILMENT PROCEDURES
The UDC shall undertake good faith efforts to develop a separate rotating Load
curtailment procedure by January 1, 2002. In any event, the UDC shall develop
that separate rotating Load curtailment procedure prior to such time as the SCE
plans described in Schedule 8 may cease to apply to the UDC. This Schedule
will be revised to incorporate that separate rotating Load curtailment procedure
by reference upon its implementation by the UDC.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
0
Y
ISOr3.0599
V. CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE8B
INTERRUPTIBLE LOAD
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
The UDC currently does not have interruptible Load within its Service Area.
0
ISOr3.0599
CALIFORNIA ISO
UDC OPERATING AGREEMENT
ELECTRICAL EMERGENCY PLAN
The ISO Specifications will outline the basic criteria for the development,
coordination, and implementation of the UDC EEP and the requirements for
coordination with the ISO EEP. Schedule 9 will include the UDC EEP as
coordinated with the ISO EEP.
The UDC does not currently have an Electrical Emergency Plan. The UDC shall
develop an EEP by January 1, 2002. This Schedule will be revised to
incorporate that UDC EEP by reference upon its implementation by the UDC.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
1
LOAD RESTORATION
The UDC will follow the procedures set forth below in this Schedule 10 in promoting
orderly, coordinated restoration of electric systems after a major system disturbance
has occurred which resulted in load shedding by frequency relays in California.
1. Immediately after load shedding by frequency relay(s) has occurred in the
UDC, the UDC will remain in contact with the Area Control Center (ACC)
specified by the ISO, currently the Southern California Edison Company
(SCE) ACC, until normal frequency has been restored throughout the ISO
Control Area or the ISO Shift Supervisor has concluded that such full-time
communications can be terminated. Emergency communications over the
California ACC Hot-line will be under the direction of the ISO Shift
Supervisor and the senior dispatcher present at the affected PTO ACC(s).
2. Manual load restoration will not normally be initiated until the California
ACC Hot Line is attended. No load is to be manually restored unless
directed by the ISO after the frequency has recovered and there is
indication that the frequency can be maintained. The UDC will await
direction from the ACC specified by the ISO, currently the SCE ACC, who
will be in contact with the ISO Shift Supervisor. The ISO Shift Supervisor
will determine whether adequate generation resources are available on
line to support the load to be restored.
3. Any UDC automatic load restoration will be consistent with the WSCC
Coordinated Off -Nominal Frequency Load Shedding and Restoration Plan.
4. If the ISO cannot meet the WSCC and NERC Control Area Disturbance
Control Standard or the Control Performance Standard post disturbance,
no manual load restoration will be permitted. If the frequency is such that
automatic load restoration occurs under these conditions, the UDC(s)
which has restored load automatically will manually shed an equivalent
amount of load to offset the load which was automatically restored.
5. Restoration of ties and off -site power supply to nuclear generating facilities
should be given top priority. Manual load restoration will be deferred
during periods of tie restoration. The UDC should be equipped and
prepared to drop load manually when necessary to allow frequency
recovery sufficient to re-establish ISO intra-area ties and ties between the
ISO Control Area and outside systems. Where manual load shedding is
required, the ISO shall make reasonable efforts to allocate the .load
shedding requirement equitably among the UDCs where load shedding
will be beneficial
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
6. The UDC will use its existing plans and priorities to restore load within. the
parameters given by the ISO, giving the appropriate priority to essential
services such as military, public safety agencies, water treatment plants,
sewage treatment plants, etc.
The information to be contained in this Schedule may be subject to additional filing due
to subsequent revisions as these may be required from time to time.
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 11
RECORDS, INFORMATION, REPORTS
The ISO and UDC will jointly develop any necessary forms and procedures for
collection, study and transmittal of system data, information, reports, and
forecasts.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
ISOr3.0599
CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 12
OPERATION STANDARDS
The ISO shall maintain stable operating parameters and control power.and
reactive flow in accordance with the ISO Tariff and the following Operation
Standards. Until such time as the UDC may become directly interconnected with
the ISO Controlled Grid, the UDC shall maintain stable operating parameters and
control power and reactive flow in accordance with the Laguna Bell -Vernon
Interconnection Service Agreement between SCE and the City of Vernon (or
a replacement agreement provided that any replacement agreement
preserves the UDC's obligations in accordance with this Schedule 12), which
is incorporated herein by reference. If the UDC becomes directly
interconnected with the ISO Controlled Grid, the UDC shall maintain stable
operating parameters and control power and reactive flow in accordance with the
ISO Tariff and the following Operation Standards, and the responsibilities
described below shall apply at each point of interconnection with the ISO
Controlled Grid.
1.0 The UDC shall operate its facilities in such manner as to avoid any
material or adverse impact on the ISO Controlled Grid. In accordance
with this performance goal, the UDC shall:
1.1 Operate its facilities within established operating parameters including
normal ratings, emergency ratings, voltage limits, and balance of load
between electrical phases. y
1.2 Maintain primary and backup protective systems such that faults on UDC
facilities will be cleared with minimal impact on the ISO Controlled Grid.
1.3 Maintain load power factor at each point of interconnection with the ISO
Controlled Grid as close as possible to unity power factor and pursuant to
Section 2.5.3.4 of the ISO Tariff.
ISOr3.0599
CALIFORNIA ISO
UDC OPERATING AGREEMENT
ISO Responsibilities
2.0 The ISO shall operate the ISO Controlled Grid in such manner as to avoid
any material or adverse impact on the UDC facilities. In accordance with
this performance goal, the ISO shall:
2.1 Participate_ with the UDC and TO in the development of joint power quality
performance standards and jointly maintain compliance with such
standards.
2.2 Observe UDC grid voltage limits specified in Attachment 7 including
requirements for reduced voltage on ISO Controlled Grid facilities which
apply during heavy fog (or other unusual operating conditions) as needed
to minimize the risk of insulator flashover.
2.3 Approve transmission owner maintenance requests in a timely manner,
and shall not unreasonably withhold approval of TO requests for
authorization to perform energized insulator washing work or to take
planned Outages needed to replace or insul-grease insulators.
2.4 Support UDC investigation of power quality incidents,, and provide related
data to the UDC in a timely manner.
2.5 Support installation of apparatus on the ISO Controlled Grid to improve
power quality, and take all reasonable measures to investigate and mitigate
power quality concerns caused by actions or events in neighboring
systems or control areas.
2.6 Maintain load power factor at any future direct Interconnection with the
UDC as close as possible to unity power factor and pursuant to Section
2.5.3.4 of the ISO Tariff.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time
ISOr3.0599
V CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 13
CRITICAL PROTECTION SYSTEMS
Distribution protective relay schemes affecting the ISO Controlled Grid are those
associated with transformers that would trip transmission breakers and/or busses
when activated. These would include any of the following:
1. High Side Overcurrent Relays
2. Differential Overcurrent Relays
3. Sudden Pressure Relays
4. Low Oil Relays
5. Neutral Ground Overcurrent Relays
6. On fuse protected transformers, it would be the high -side fuses.
With respect to the UDC, operational control and maintenance responsibilities
related to the facilities described above reside with the Southern California
Edison Company.
The information to be contained in this Schedule may be subject to additional
filing due to subsequent revisions as these may be required from time to time.
y
ISOr3.0599
Ird CALIFORNIA ISO
UDC OPERATING AGREEMENT
SCHEDULE 14
RIGHTS OF ACCESS TO FACILITIES
14.1 Equipment Installation. In order to give effect to this Operating
Agreement, a Party that requires to use particular equipment (the equipment
owner) may require installation of such equipment on property owned by the
other Party (the property owner), provided that the equipment is necessary to
meet the equipment owner's service obligations and that the equipment shall not
have a negative impact on the reliability of the service provided, nor prevent the
property owner from performing its own obligations or exercising its rights under
this Operating Agreement.
14.1.1 Free Access. The property owner shall grant to the equipment owner free
of charge reasonable installation rights and rights of access to accommodate
equipment inspection, maintenance, repair, upgrading, or removal for the
purposes of this Operating Agreement, subject to the property owner's
reasonable safety, operational, and future expansion needs.
14.1.2 Notice. The equipment owner shall provide reasonable notice to the
property owner when requesting access for site assessment, equipment
installation, or other relevant purposes. Such access shall not be provided
unless the parties mutually agree to the date, time, and purpose of each access.
Agreement on the terms of the access shall not be unreasonably withheld or
delayed.
14.1.3 Removal of Installed Equipment. Following reasonable notice, the
equipment owner shall be required, at its own expense, to remove or relocate
equipment, at the request of the property owner, provided that the equipment
owner shall not be required to do so if it would have a negative impact on the
reliability of the service provided, or be prevented from performing its own
obligations or exercising its rights under this Operating Agreement.
14.1.4 Costs. The equipment owner'shall repair at its own expense any property
damage it causes in exercising its rights and shall reimburse the property owner
for any other reasonable costs that it may be required to incur to accommodate
the equipment owner's exercise of its rights under this Section 14.1.
14.2 Rights to Assets. The Parties shall not interfere with each other's
assets, without prior written agreement.
14.3 Inspection of Facilities. In order to meet their respective obligations
under this Operating Agreement, each Party may view or inspect facilities owned
by the other Party. Provided that reasonable notice is given, a Party shall not
unreasonably deny access to relevant facilities for viewing or inspection by the
requesting Party.
ISOr3.0599
V .CALIFORNIA ISO
+ UDC OPERATING AGREEMENT
14.4 Access During Emergencies. Either Party shall have rights of
access, without prior notice, to the other Party's equipment as necessary during
times of a System Emergency.
ISOr3.0599
CALIFORNIA ISO
UDC OPERATING AGREEMENT
PENALTIES AND SANCTIONS
[Intentionally left blank, initially, in accordance with Section 11.8]
The information to be contained in this Schedule will be filed when complete
following current revisions and development and may thereafter be subject to
additional filing due to subsequent revisions as these may be required from time
to time.
ISOr3.0599