20.50.09.14

.14 Record Retention and Reporting Requirements.

A. A utility shall retain records of the following for a minimum of 3 years:

(1) The total number of and the nameplate capacity of the interconnection requests received, approved, and denied under Level 1, Level 2, Level 3, and Level 4 reviews;

(2) The fuel type, total number, and nameplate capacity of small generator facilities approved in each of the following categories:

(a) Net metering;

(b) Emergency standby capable of operating in parallel;

(c) Behind the meter load offset;

(d) Combined heat and power; and

(e) Other;

(3) The number of interconnection requests that were not processed within the deadlines established for Level 1, Level 2, Level 3, and Level 4 reviews in this chapter;

(4) The number of scoping meetings held, the number of feasibility studies, impact studies, and facility studies performed, and the fees charged for these studies;

(5) The justifications for the actions taken to deny interconnection requests; and

(6) Any special operating requirements required in interconnection agreements, which are permitted only for generating facilities with a capacity greater than 2 MW, that are not part of the utility's operating procedures applicable to small generator facilities.

B. A utility shall retain records of interconnection studies it performs to determine the feasibility, system impacts, and facilities required by the interconnection of any small generator facility for a minimum of 7 years.

C. A utility shall file not later than April 1 of each year a report entitled "Annual Small Generator Interconnection Report" to the Commission containing the following information for the preceding calendar year:

(1) The total number of and the nameplate capacity of the interconnection requests received, approved, and denied under Level 1, Level 2, Level 3, and Level 4 reviews;

(2) The fuel type, total number, and total nameplate capacity of small generator facilities approved in each of the following categories:

(a) Net metering;

(b) Emergency standby capable of operating in parallel;

(c) Behind the meter load offset;

(d) Combined heat and power; and

(e) Other;

(3) The number of interconnection requests that were not processed within the deadlines established for Level 1, Level 2, Level 3, and Level 4 reviews in this chapter; and

(4) The number of interconnection requests denied and the applicant, the address of the proposed small generator, and the reason for each denial.

D. The utility shall file a notice with the Commission describing any interconnection equipment the utility has considered field-approved for its distribution system within 90 days after granting approval for the interconnection of a small generator facility using the field-approved interconnection equipment.