Dynamic Transfers

When a generator within one Balancing Authority (e.g., a grid operator such as PJM) agrees to deliver power into another Balancing Authority, the operational control of its output can be transferred to the receiving Balancing Authority. This shift makes the generator available for dispatch by the receiving Balancing Authority. This process is known as a dynamic transfer. A generator that participates in a dynamic transfer can do so either through a Dynamic Schedule or a pseudo-tie.

Dynamic Transfer Requests

PJM will provide a copy of the results of its Electrical Distance and Market-to-Market Flowgates Tests if requested, along with related work papers, so long as it does not violate confidentiality agreements or reveal market-sensitive information.

PJM will also meet with each pseudo-tie application if requested to discuss modeling assumptions and the results of the Electrical Distance and Market-to-Market Flowgate Tests.

Contact DynamicTransferRequests@pjm.com for more information about creating or managing a dynamic transfer into or out of PJM.



Dynamic Schedule vs. Pseudo Tie

A pseudo-tie incorporates a unit physically located outside PJM into the PJM footprint for balancing and operations, while a Dynamic Schedule delivers energy into PJM but remains part of its native Balancing Authority.



Dynamic Schedule

A Dynamic Schedule is a reading or value used to schedule generation, often jointly owned, between Balancing Authorities. It is subject to North American Electric Reliability Corporation (NERC) tagging rules.

A unit may decide to Dynamically Schedule, instead of pseudo-tying, because the owner does not hold long-term firm transmission service.

Manual 12: Balancing Operations (WEB) | (PDF)



Pseudo-Tie

A pseudo-tie is a reading or value used as a “virtual” connection to a grid operator when no physical tie exists. The native Balancing Authority removes the unit from its calculations to schedule generation, and the receiving Balancing Authority adds it to its own. Pseudo-ties currently are not subject to NERC tagging rules, and they must register with the North American Energy Standards Board to assist with interregional congestion management.

A unit may decide to pseudo-tie rather than dynamically schedule because the resource is seeking a capacity import limit exception in PJM’s capacity market.

Timeline | Diagram PDF



Comparison of Renewable Portfolio Standards (RPS) Programs in PJM States PDF

Requirements Comparison


  Dynamic Transfer Scheduled Interchange

Pseudo Tie Dynamic Schedule Block Schedule
Cost

Fees:

  • To become a PJM member if not already a member
  • To establish a data connection if one does not already exist
  • To evaluate if a unit passes the PJM external capacity criteria
  • To update PJM's modeling to include the unit

Fees:

  • To become a PJM member if not already a member
  • To establish a data connection if one does not already exist

Fees:

Estimated Time to Implement 12-30 months 3-6 months 1 week - 1 month
Capacity Market Participation Eligible Not Eligible Not Eligible
Agreements
  1. Pro Forma without native BA as party WEB or Pro Forma with native BA as party WEB
  2. System Modification Cost Reimbursement Agreement - Attachment MM-1 WEB
Pro Forma Dynamic Schedule WEB Not Required
Resource Eligibility Criteria
  1. Minimum 10MW
  2. Electrical Distance Test PDF
  3. Seams Coordination Model Consistency Test
  4. Market-Market Flowgate Test PDF
  5. Transfer of Firm Allocation Eligibility
Not Required Not Required
Automatic Generation Control (AGC) Modeling Required Required Not Required 
EMS Modeling Required Not Required Not Required
Outage Reporting Required via eDART Required via eDART  Not Required
Transmission Service

Manual 12: Balancing Operations WEB | PDF
Quick User Guide (PDF) 
  • Firm Network External Designation Transmission Service or
  • Firm (point-to-point) or
  • Legacy (if previously FERC approved)
  • Firm (point-to-point) or
  • Non-firm (point-to-point) subject to curtailments or
  • Network non-designated (if a load serving entity) or
  • Spot service or
  • Legacy (if previously FERC approved)
All types permitted bases on members executed agreements per line of business 
Day-Ahead Capacity Must Offer Required Not Required Not Required
Telemetry Required Required Not Required 
Energy Scheduling Telemetry Telemetry Block scheduling
(minimum 15-minute duration) 
PJM Membership Required (Membership Assistant) Required (Membership Assistant) Required (Membership Assistant)
NAESB Registration Electric Industry Registry; both Entity and
Pseudo Tie Registration PDF
Electric Industry Registry; Entity Registration Electric Industry Registry; Entity Registration
NERC Tagging Not Required Required via third-party tag agent software Required via third-party tag agent software
Unit Specific Yes Yes No 

*Agreements listed on the Dynamic Transfers page are for reference only.  PJM will provide official agreements for execution.