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Preparing for the Generation Interconnection Process: Key Dates and Best Practices for Interconnection Application Submittal

  • cristinaconway
  • Nov 12
  • 6 min read
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By: Sirisha Tanneeru, Lead Engineer, Power Systems Studies and Modeling, Elevate Energy Consulting


As we approach the end of 2025, the generation interconnection cluster study process for the North American grid will officially adopt the annual cluster interconnection process mandated by FERC Order No. 2023, and the Cluster Request Window will be the only opportunity to submit new interconnection applications.  


While some ISOs like SPP and MISO anticipate no immediate changes, others are finalizing their transitional periods.  PJM, ISO-NE, CAISO, and NYISO are wrapping up transitional cluster study processes and will begin a dedicated Cluster Request Window in 2026. Additionally, most entities in the WECC footprint, which have previously followed a serial interconnection process, will be implementing the cluster study method and will have a dedicated Cluster Request Window. 


Cluster Request Window – Key Dates  


  • PJM: Recently announced that Cycle 1 cluster request window will close on April 27, 2026.  

  • SPP: SPP will be implementing Consolidated Planning Process (CPP) for the future cycles. The CPP Tariff was filed with FERC on October 10, 2025, with an effective date of March 1, 2026. The first transition cluster following FERC approval is planned to close on April 1, 2026. The annual cycles thereafter will be open from December 15 – January 15 every year.  

  • MISO: DPP 2025 queue cycle closed on October 7, 2025. Compared to the past queues, MISO has seen a significant slowdown in interconnection requests. While Central and East(ITC) zones have filled up for DPP 2025 and there is overflow into DPP 2026, other regions have seen much lower interconnection applications - especially the south study zone which has seen significant projects in the past has only received 49 applications to date in DPP 2025. East (ITC) 2026 queue cap could already be met. 

  • ISO-NE: Next cluster window will open from October 5 to November 19, 2026. 

  • NYISO: Transition cluster Phase 2 will be studied until mid-2026. NYISO FERC Order No. 2023 compliance filing is not fully approved. The new cluster window date will be announced 30 calendar days after Phase 2 of transitional cluster starts.  

  • CAISO: Cluster 15 is anticipated to conclude on November 12, 2025, and the next cluster will open from April 1-15, 2026.  


Table 1 below captures the Cluster Request Window start dates of most entities in the North American grid. Each Cluster Request Window is open for 45 calendar days, except SRP and AEPCO which are open for 20 calendar days. AECI Cluster Request Window is 90 calendar days. 


Anticipating First Quarter Activity 


Going forward, Q1 2026 will become the most active period for interconnection request submissions, with the majority of Cluster Request Windows opening in January and March. Projects will only have 10 business days to cure a deficiency. FERC Order 2023 establishes a variety of requirements to more accurately model non-synchronous (i.e., inverter-based) facilities. 


Order 2023 also establishes stricter requirements for modeling non-synchronous facilities, including: 

  • Validated user-defined RMS positive sequence dynamics models 

  • Parameterized generic library RMS positive sequence dynamics models 

  • Validated EMT models, if required by the Transmission Provider 

  • Attestations ensuring the accuracy of model behavior 


To this effect, ISOs and TPs are implementing detailed requirements for model submittal and benchmarking of models at the Interconnection Applications stage. Transmission Providers are emphasizing early accuracy in interconnection applications. Frequent issues include (see Slide 51 here): 

  • Inconsistent data across LGIP Appendix, power flow cases, design data, and single line diagrams  

  • Dynamic models failing acceptance and performance criteria 

 

Best Practices for Selecting Inverter Technology at the Application Stage 


Common considerations for IBR design and grid code compliance include:  

  • Inverter ratings suitable to meet POI injection limits 

  • Inverters capable of +/-0.95 pf at the POI, with dynamic reactive capability (can be supplemented with shunt reactive compensation, as needed) 

  • Momentary cessation avoided and dynamic reactive current injection is configured appropriately 

  • ROCOF, phase jump, and other protections are not used 

  • IBR plant is designed based on IEEE 2800-2022 standard requirements and practices 

  • Dynamic models are developed, verified, benchmarked, and tested to pass grid code requirements 

  • IBR plant is designed to comply with NERC PRC-028, PRC-029, MOD-026-2, and other incoming Reliability Standards or other ISO/RTO requirements 

 

Importance of Model Verification, Validation, and Benchmarking 


While it’s understood that inverter technologies and IBR plant configuration may evolve before a project reaches its Commercial Operation Date (COD), the initial model submitted during interconnection application becomes the reference point for evaluating subsequent modifications. This underscores the importance of submitting reasonably accurate and high quality models that meet the transmission provider and regulatory modeling requirements during the initial application stage. 


To meet the new model benchmarking requirements increasingly being adopted by industry, developers should ensure they fully understand the IBR modeling and performance tests used in a specific region as well as the simulation platforms for which these models must be provided. This may include PSS/E or PSLF models, PSCAD models, TSAT models, and other types of models. These models all must be verified to match the as-proposed facility, tested rigorously against the utility/ISO modeling requirements, and submitted according to specific modeling requirements documents.  


Conclusion


With Order 2023 reshaping interconnection processes, developers must prepare for compressed timelines, stricter modeling requirements, and heightened scrutiny at the application stage. Early preparation and accurate model benchmarking are now essential for success in the interconnection queue.  


Need help submitting interconnection applications and navigating the complex requirements? Contact the Elevate Energy Consulting team of experts (info@elevate.energy), which has deep expertise in IBR modeling – development, verification, validation, benchmarking, and grid code compliance – and has also developed a suite of automations to expedite, streamline, and improve the quality of models provided throughout the interconnection process. Reach out to learn more about how our team can help bring peace of mind throughout the modeling process, help overcome your modeling challenges, and help bring clean energy resources online faster. Let’s start with your applications for the upcoming request windows! 


Table 1: Annual Cluster Request Window Start Dates 

Acronym 

ISO/TP 

Cluster Request Window  

AECI 

Associated Electric Cooperative, Inc.  

September 1 

AEPCO 

Arizona Electric Power Cooperative 

March 1 

APS 

Arizona Public Service Company 

April 1 

Avista 

Avista Corporation 

March 16 

BEPC 

Basin Electric Power Cooperative 

August 1 

BHE 

Black Hills Colorado Electric, LLC 

June 15 

CLFP 

Cheyenne Light, Fuel and Power Company  

March 15 

Deseret 

Deseret Power Electric Cooperative 

February 1 

DEC 

Duke Energy Carolinas 

February 1 

EPE 

El Paso Electric Company 

February 15 

FPL 

Florida Power & Light Company 

January 15 

IPCO 

Idaho Power Company  

March 1 

IID 

Imperial Irrigation District 

January 1 

LG&E 

Louisville Gas and Electric Company 

November 16 

NWE 

NorthWestern Energy 

February 1 

NVE 

Nevada Energy 

June 15 

PacifiCorp 

PacifiCorp 

April 1 

PGE 

Portland General Electric 

January 1 

PSCO 

Public Service Company of Colorado 

March 15 

PSE 

Puget Sound Energy, Inc 

March 1 

SMUD 

Sacramento Municipal Utility District 

June 1 

SOCO 

Southern Company 

February 15 

SRP 

Salt River Project 

January 15

TECO 

Tampa Electric Company 

March 1 

TSGT 

Tri-State G&T Association 

August 1 

TEP 

Tucson Electric Power 

January 15 

TVA 

Tennessee Valley Authority 

January 15 

UniSource 

UniSource Energy Services  

January 15 

PJM 

PJM Interconnection 

April 27

CAISO 

California Independent System Operator  

April 15

MISO 

Midcontinent Independent System Operator 

October 7

SPP 

Southwest Power Pool 

December 15 

ISO-NE 

Independent System Operator – New England 

October 5

AECI – Cluster Request Window open for 90 calendar days. 

PJM - Application Deadline of the subsequent Cycle will be announced 180 days prior to the conclusion of prior Cycle’s Phase I Decision Point I. The Cycle 1 post transition cluster will close on April 27, 2026. 

MISO - Applications can be submitted anytime. Application cycle close date will be announced by MISO. Application window closes 90 calendar days prior to Phase 1 of that cycle, which follows the Phase 1 completion of the previous cycle. 

SPP – Post implementation of the new Tariff, the Annual cycles will be open from December 15 – January 15 every year. 

These utilities will be integrated into SPP West in 2026, the interconnection Tariff and any transition plan details are not known at this time - Basin Electric Power Cooperative, Colorado Springs Utilities, Deseret Power Electric Cooperative, the Municipal Energy Agency of Nebraska (MEAN), Platte River Power Authority, Tri-State Generation and Transmission Association, and the Western Area Power Administration (Colorado River Storage Project, Rocky Mountain and Upper Great Plains regions). 

CAISO Cluster Request Window will be open for 15 days from April 1 – 15. 

SRP and AEPCO Cluster Request Windows are open for 20 Calendar days only. 

ISO-NE - Next cluster opens from October 5 - November 19, 2026. 

NYISO - Start date announce within thirty (30) Calendar Days of the commencement of the Phase 2 Study of the previous Cluster Study. 

PNM - First queue window will open 60 calendar days after the conclusion of the transition cluster study which is currently anticipated to be completed in July 2026. Future clusters will open on the 1yr anniversary of the first queue window. 

BPA - Currently studying Transition cluster. Cluster Request Window will be announced 180 CD prior to start date. Window opens ninety (90) Calendar Days after Transmission Provider closes the preceding Cluster Request Window.


Note - Dates are captured from Tariff as of the date of this post. It is highly encouraged to verify updates from TP’s OASIS site before cycle starts. 

 
 
 

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