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Interconnection Service Request

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INTERCONNECTION SERVICE REQUEST

This Interconnection Service Request (the "Request") is submitted by Requesting Party Name: to Service Provider Name: on Submission Date:

WHEREAS

WHEREAS, Requesting Party Name: operates or will install an electric generation or storage facility (the "Facility") and requests interconnection services to enable operation in parallel with Service Provider's distribution system;

WHEREAS, Service Provider Name: has responsibility for authorizing and providing interconnection services subject to technical, safety and operational requirements; and

WHEREAS, the parties desire to set forth the requested scope, technical information, fees, terms and conditions for study, approval, installation, testing and operation of the Facility as more fully set forth in this Request.

PARTIES AND CONTACTS

PROJECT LOCATION / POINT OF INTERCONNECTION

SYSTEM DATA AND TECHNICAL INFORMATION





REQUESTED INTERCONNECTION SERVICE & SCHEDULE



Requested In-Service Date: Estimated Commissioning Window:

ATTACHMENTS (Required with Submission)






FEES & PAYMENT TERMS

Total Estimated Interconnection Fee: $

Late Payment Fee:    Invoices shall be payable within days of invoice receipt.

Invoicing Address:

TERM AND TERMINATION

Term Commencement Date:    Term Expiration Date:

Either party may terminate this Request and any related interim agreement for cause if the other party materially breaches obligations and fails to cure within the notice period above. Service Provider may suspend interconnection work for failure to timely pay fees or to provide required documentation, without prejudice to its other remedies.

CONFIDENTIALITY

The parties acknowledge that information exchanged in connection with this Request, including system design, protection settings, and commercial terms, may constitute Confidential Information. Each party shall (i) hold such information in confidence using at least the same degree of care it uses to protect its own confidential information, (ii) not disclose it to third parties except to advisors or contractors with a need to know and who are bound by confidentiality obligations, and (iii) use such information only for evaluation and implementation of the interconnection contemplated herein. Confidentiality obligations shall survive termination for a period of three (3) years.

GOVERNING LAW

This Request and any agreements or approvals arising from it shall be governed by and construed in accordance with the laws of the state or jurisdiction where the Point of Interconnection is located. Governing Jurisdiction:

ENTIRE AGREEMENT

This Request, together with any mutually executed interconnection agreement, exhibits, and accepted study reports, constitutes the entire agreement between the parties with respect to the subject matter herein and supersedes all prior understandings, whether written or oral. No amendment shall be effective unless in writing and signed by authorized representatives of both parties.

CERTIFICATIONS AND ACKNOWLEDGEMENTS



Requesting Party - Printed Name:

By:

Date:

Service Provider - Printed Name:

By:

Date:

Enter text✕

What an Interconnection Service Request Is and when it applies

An Interconnection Service Request (ISR) is a formal submission to a utility or transmission operator seeking permission to connect generation or distributed energy resources to the electric grid. The form documents the applicant, site location, equipment specifications, requested capacity, proposed point of interconnection, and safety/protection settings. Utilities use the ISR to determine study requirements, estimate costs, assign technical review teams, and schedule on‑site inspections. Electronic signatures and structured attachments (single‑line diagrams, equipment data) are commonly required to complete the application and preserve an audit trail under U.S. e‑signature law.

Why a clear, accurate ISR matters

A complete ISR speeds technical review, reduces the likelihood of costly study rework, and clarifies commercial and interconnection responsibilities. Accurate data helps utilities assess system impact, optimize queue position, and provide timely cost and schedule estimates.

Why a clear, accurate ISR matters

Who typically prepares and signs an ISR

Several roles participate in completing and approving an ISR; coordination across technical and commercial teams improves results.

  • Utility Interconnection Staff: Prepares technical specifications, confirms queue position, and issues study scopes.
  • Project Developers / DER Owners: Provide site data, single‑line diagrams, and financial or account information required for acceptance.
  • EPC Contractors / Engineers: Complete technical fields, protective relay settings, and as‑built documentation for commissioning acceptance.

Clear role assignment prevents delays and ensures the person signing has authority to bind the applicant and accept cost estimates.

Core components to include in every Interconnection Service Request

A professional ISR bundles identity, technical details, site documentation, and consent for study and charges so the utility can proceed without clarification delays.

Applicant Info

Legal entity name, authorized representative, contact details, and account numbers so the utility can verify billing and contracting authority.

Site Details

Project address, GPS coordinates, meter/service point ID, and ownership or landlord contact for access and inspection scheduling.

Equipment Data

Nameplate capacity, inverter type, generator model, and protection device ratings that affect study scope and switchgear requirements.

Single‑Line Diagram

A clear single‑line showing interconnection point, transformer sizes, fuses, breakers, and conductor routing for initial technical review.

Study Authorization

Explicit consent to perform feasibility and impact studies, including acknowledgement of potential study costs and deposit terms.

Fees & Agreements

Application fees, payment method, and signature blocks for agreement to follow utility interconnection procedures and timelines.

Stepwise process to complete and submit an ISR

Follow these steps in order to prepare a complete ISR and track its progress through the utility queue.

  • 01
    Gather documents: Collect single‑line, equipment specs, site plan, and account info before starting.
  • 02
    Complete form: Fill required fields, attach diagrams, and enter capacity in correct units.
  • 03
    Submit application: Use the utility portal or designated email; include payment if required.
  • 04
    Monitor status: Track acknowledgement, study orders, and invoice requests after submission.

How to configure an online ISR workflow

Set up an online workflow that enforces required fields, attachments, and signer authentication to reduce back‑and‑forth.

Field Configuration
Required Fields Make applicant, site, capacity, and signature fields mandatory.
Conditional Fields Show study consent only when capacity exceeds the utility threshold.
Attachments Require single‑line and equipment spec PDFs before final submission.
Notifications Send automated acknowledgements and routing to utility reviewers.

Where to file or submit an Interconnection Service Request

Selection of filing channel depends on the utility and regional transmission operator; confirm the utility's preferred method before submission.

  • Utility Portal: Preferred method for most investor‑owned utilities and provides immediate acknowledgement.
  • Email Submission: Used by some municipal utilities; include all attachments in one PDF and request receipt confirmation.
  • Mail or Hand Delivery: Accepted by a few small utilities; follow format and include payment if required.
  • ISO/RTO Queue: Large projects may also need registration with regional ISO/RTO procedures in parallel.

Digital signing and file format considerations for ISRs

Use PDF or DOCX formats for attachments and ensure diagrams remain legible when converted to PDF.

  • File Formats: PDF preferred; DOCX accepted if portal supports conversion.
  • Authentication: Email or SMS verification typically suffices; stronger ID may be required for contracts.
  • Integrations: Connectors to cloud storage and project management systems minimize manual uploads.

Maintain originals and a secure, time‑stamped copy of the signed ISR to support commissioning and future audits.

Typical review and processing time expectations

Utilities use staged reviews; timing varies by utility, project size, and queue position. Expect these common processing checkpoints.

Acknowledgement:

Utility acknowledges receipt within 5–15 business days in many programs.

Completeness Review:

Utility may request corrections or additional documents within 10–30 days.

Study Initiation:

Feasibility or impact study typically begins after completeness and deposit are confirmed.

Study Completion:

Study timelines vary widely; small projects often complete in 30–90 days.

Final Agreement:

Interconnection agreement negotiation and execution follow study outcomes and invoice settlement.

Key milestones in the interconnection lifecycle

Track these milestones to monitor progress and know when actions or payments will be required.

01

Application Submitted

Utility logs the ISR and assigns a queue position for subsequent processing.

02

Completeness Determination

Utility confirms whether the ISR includes all required information and attachments.

03

Study Execution

Feasibility and system impact studies identify required upgrades and costs.

04

Agreement & Energization

Execution of interconnection agreement and scheduling of final inspections and commissioning.

Common preparation and submission mistakes

  • Submitting incomplete single‑line diagrams or poor scans that omit breaker or transformer ratings, forcing resubmission and delay.
  • Entering estimated rather than nameplate capacity, which can change study category and require re‑filing.
  • Using an unauthorized signer or inconsistent legal entity names, causing utility to halt contract processing.
  • Failing to include required study deposit or payment details, which stops study initiation until resolved.

Consequences of an incorrect or incomplete ISR

Application Rejection: Missing or inconsistent data may result in a formal rejection and requirement to reapply.
Study Delays: Incomplete submissions delay study start and extend the overall interconnection timeline.
Additional Costs: Rework or supplemental studies can incur extra fees and deposits.
Queue Position Loss: Failure to address utility requests on time can forfeit original queue priority.
Operational Risk: Incorrect protective settings increase risk to equipment and the wider grid.
Contractual Exposure: Signing without authority may render agreements voidable or subject to dispute.

Best practices to improve ISR acceptance and speed reviews

Adopt these practices to reduce back‑and‑forth and support accurate, auditable submissions.

Prepare a complete technical package
Assemble nameplate data, single‑line diagrams, relay settings, protection coordination studies, and site access details in a single PDF package to minimize utility questions and speed the completeness review.
Designate a single point of contact
Assign one authorized representative for technical and commercial correspondence to avoid conflicting instructions and shorten response cycles to utility requests.
Use consistent legal names and identifiers
Ensure the legal entity, tax ID, and service account numbers match supporting documents; inconsistencies commonly delay contract execution and financial clearance.
Track timelines and invoices proactively
Monitor study invoices and deadlines; pay required deposits promptly and maintain records of all correspondence and signed documents in a secure repository for audit purposes.

Typical eSignature pricing and feature comparison for ISR workflows

Choose an eSignature provider that supports PDF workflows, audit trails, and necessary compliance (e.g., ESIGN, UETA); signNow appears first for comparison.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Realistic ISR scenarios and expected outcomes

Two typical project scenarios illustrate how a complete ISR affects timing and costs.

Community Solar Project

A municipal developer submits a fully documented ISR including single‑line and structural attachments.

  • Utility performs a feasibility study and requests a $5,000 deposit.
  • With complete documentation the study completes within the utility timeline and avoids a rework cycle that would have delayed energization by months.

Rooftop Commercial Solar

An EPC submits capacity, inverter specs, and meter ID in a single package.

  • Utility completeness review identifies a missing transformer rating.
  • Prompt correction limits additional study work and preserves queue position, reducing unexpected upgrade costs.

Frequently asked questions about Interconnection Service Requests

Answers to common submission, signing, and post‑submission issues when working with ISRs and utility review processes.


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