The following chart represents the Pseudo-tie Implementation Process.
| Notification | Responsible Party | Due Date |
| Market Participant sends notification to: Pseudo-TieSupport@misoenergy.org and external Balancing Authority indicating intent to Pseudo-tie or change a Pseudo-tie. Market Participant also submits a Dynamic Transfer request through MISO’s Help Center. | Market Participant | MISO – 1 Year prior to activation Note: Non-MISO entities require notification beyond 1 year. |
| MISO responds to Market Participant with proposed Pseudo-tie activation schedule | MISO | 1 month after notification |
| Pre-Assessment | Responsible Party | Due Date |
| Confirm M2M and Non-M2M processes (Interchange Distribution Calculation) support Pseudo-tie. | Reliability Coordinators, MISO Seams Administration | 1 month after notification |
| Agree on plan and timeline for running Flowgate tests and performing benchmarking – subject to the Market-to-Market and Non-Market accuracy criteria in Section 8 – Congestion Management of this BPM. | Reliability Coordinators, MISO Seams Administration | 1 month after notification |
| Determines needed operational procedures and studies. | MISO Reliability Coordinator | 1 month after notification |
| MISO determines required studies and whether Market Participant needs to submit transmission service request on MISO OASIS. | MISO Transmission Provider | 1 month after notification |
| Develops reimbursement agreement if Local Balancing Authority / Transmission Operator needs to allocate any costs associated with Pseudo-tie implementation in accordance with the Transmission Customer Obligations section of the MISO Tariff. | Local Balancing Authority / Transmission Operator | 2 months after notification |
| Provides MISO evidence of agreement with MISO Local Balancing Authority to install necessary measurements to capture Pseudo-tie flows in accordance with MISO tie-line measurement requirements outlined in the following: Balance Authority Agreement Section 4.5, RTO-SPEC-005, RTO-SPEC-006, NERC BAL-005, MISO BPM 005 – Market Settlement, MISO BPM-010 – Network and Commercial Models - Existing Balancing Authority Tie-Line | Market Participant | TBD based on Local Balancing Authority measurement lead- time |
| Agrees to provide MISO primary tie-line MW and MWH measurements. BA Agreement Section 4.5, MISO BPM-010 – Network and Commercial Models – Existing BA Tie-Line Requirements | Local Balancing Authority | 3 months after notification |
| Agrees to provide MISO secondary tie-line MW measurement. BA Agreement Section 4.5, MISO BPM-010 - Network and Commercial Models - Existing BA Tie-Line Requirements | External Balancing Authority | 3 months after notification |
| Transmission Service Evaluation | Responsible Party | Due Date |
| New Pseudo-tie requests require Long-Term Firm Transmission Service to be maintained for the entire duration of Pseudo-tie from the Generator to the sink Balancing Authority or from the source Balancing Authority to the Load. | Transmission Customer | To be determined as part of Project Timeline |
| Any Transmission Service Reservation (TSR – new, existing, or redirected) used for a new Pseudo-tie must include evaluation from source to sink. | Transmission Customer | To be determined as part of Project Timeline |
| Redirection of TSR used for Pseudo-tie not allowed for period Pseudo-tie remains in effect. | Transmission Customer | To be determined as part of Project Timeline |
| TSR used for Pseudo-tie source and sink representation must match EMS model source and sink representation. Request must be unit-specific into or out of MISO. | Transmission Customer | To be determined as part of Project Timeline |
| MISO conducts System Impact Study and identifies constraints in MISO system. For identified constraints, MISO Transmission Provider will perform the required facility study to estimate the cost/schedule to upgrade the transmission element. MISO will notify external Transmission Provider of constraints found on external Transmission Provider system. | MISO Transmission Providers | To be determined as part of Project Timeline |
| External Transmission Provider conducts System Impact Study and identifies constraints in external Transmission Provider system. For identified constraints, external Transmission Provider will perform the required facility study to estimate the cost/schedule to upgrade the transmission element. External Transmission Provider will notify MISO or MISO Transmission Planner of constraints found on MISO’s system. | External Transmission Provider | To be determined as part of Project Timeline |
| MISO will perform additional studies using criteria or assumptions required by the external BA market rules (deliverability analysis / contingency list / Flowgates). Transmission Customer pays for initial study and associated upgrades. | MISO Transmission Planner | To be determined as part of Project Timeline |
| Transmission Customer agrees to have identified upgrades in-place and in-service prior to Pseudo-tie activation. | Transmission Customer | To be determined as part of Project Timeline |
| If a Grandfathered Agreement (GFA) is being used and turned into a TSR, the Market Participant is required to confirm all parties to the GFA are aware of the request and approve it. | Market Participant | To be determined as part of Project Timeline |
| Conditional Approval | Responsible Party | Due Date |
| Sign and send Pseudo-tie Agreement documents to: Pseudo-TieSupport@misoenergy.org | Market Participant | Agreed upon Conditional Approval deadline |
| Distribute legal documents to Balancing Authorities, source Transmission Operator, sink Transmission Operator, Market Participant, and Reliability Coordinators. | MISO/RTO | Agreed upon Conditional Approval deadline |
| Parties agree to proceed with Pseudo-tie implementation (native BA/RC, attaining BA/RC, source TOP, sink TOP, Market Participant). | All | Agreed upon Conditional Approval deadline |
| Registration | Responsible Party | Due Date |
| Entity submits new Pseudo-tie request for inclusion in MISO’s Commercial Model via MP application (new Applicants only). In addition, entity submits a Model Change Request (MCR) in the MISO Model Manager tool. Send documentation to help@misoenergy.org. Once MISO Model Manager is designated the tool of record, utilize MCR to submit the information to MISO. | Market Participant | MISO Public Website Markets and Operations Network and Commercial Model Schedule |
| Register according to the guidelines of the external Balancing Authority. | Market Participant | External Balancing Authority Timeline |
| Implementation | Responsible Party | Due Date |
| Review requested Pseudo-tie and parameters. Confirm parameters with external Balancing Authority and external Reliability Coordinator. | MISO Modeling | MISO Public Website Markets and Operations Network and Commercial Model Schedule |
| Identify and finalize Market-to-Market Reciprocally Coordinated Flowgates. Work with external Reliability Coordinator to benchmark shift- factors. | MISO Seams Administration | 2 model updates prior to activation |
| Confirm TSR source and sink are consistent with both Reliability Coordinators’ Network Model company representations. | MISO Generation & Interchange, Modeling | 2 months prior to network model update with model containing Pseudo-tie |
| Add Pseudo-tie to MISO Models (Markets, Reliability, and Planning) | MISO Modeling | MISO Public Website Markets and Operations Network and Commercial Model Schedule |
| Review and confirm Commercial Model posted on MISO market portal. | Market Participant | By requested confirmation deadline. |
| Confirm measurements fulfill Local Balancing Authority obligations and measurements are configured, tested, and ready for activation. Once MISO Model Manager is designated system of record, all telemetry updates must be submitted via this path. | Local Balancing Authority | No earlier than 60 days prior to effective date |
| Register Pseudo-tie with NAESB webRegistry. | Market Participant | No earlier than 60 days prior to effective date |
| Review/Approve Pseudo-tie with NAESB webRegistry. | MISO Generation & Interchange, Modeling | Within ten (10) days of received submission. |
| Release Commercial Model to Production. | MISO Commercial Modeling | 7 – 10 days prior to Topology effective date |
| Create Financial Contract in DART for scheduling and reporting real-time actual flow. | MISO Market Settlements | 7 – 10 days prior to Topology effective date |
| Activation | Responsible Party | Due Date |
| If needed, attaining Balancing Authority hosts conference call with Market Participant to support cutover. | Attaining Balancing Authority | Cutover |
| Retirement/Change | Responsible Party | Due Date |
| Changes subject to Pseudo-tie notification and Pseudo-tie registration requirements. | Market Participant | MISO Public Website Markets and Operations Network and Commercial Model Schedule |
| Retirements subject to Attachment Y notification requirements in accordance with Section 38.2.7 Generation Suspension, Generation Retirement, and System Support Resources of the MISO Tariff. | Generator Owner | See Generation Suspension, Generation Retirement, and System Support Resources section of the MISO Tariff |