Pre-Qualification for Designated Entity Status

Why Apply for Designated Entity Status

• While not a requirement to propose competitive projects, an entity must obtain Designated Entity status in order to construct, own, operate, maintain and finance competitive planning projects.
• Apply for the designated entity status by submitting a pre-qualification package during the annual pre-qualification window, September 1 - September 30.
• Review our Evaluation Criteria PDF both the pre-qualification packages and company evaluations.
• Transmission owners and developers will need to request the Submitter access role PDF within the Competitive Planner tool to submit and manage their pre-qualification package.
• Multiple users from the same company can request access to the Competitive Planner tool, but only one user is permitted to select the SUMA role PDF within the same company.
• Approved pre-qualification packages will be posted on this page. A company may provide a redacted version for posting.
• PJM retains the right to request any additional information deemed necessary. If PJM makes such a request, the submitting company will have 30 days to provide the additional information.
• Once a company is pre-qualified, they must submit any changes in their package to PJM.
• In order to continue to pre-qualify as a Designated Entity, each entity, at a minimum of no later than three years since its last submission, must confirm to PJM that its pre-qualification information is current.

Resources

Evaluation Criteria for Pre-Qualification Package PDF
Single User Multi-Account (SUMA) Quick Guide PDF
Email Pre-Qualification Package to PJM
Operating Agreement WEB | PDF
Manual 14F: Clean WEB | Clean PDF

Training Video | User Guide PDF Register for Community

What to Include in Pre-Qualification Package

The Operating Agreement WEB | PDF in Section 1.5.8(a) states that the following information must be provided in all pre-qualification packages:

1. Name and address of the entity including a point of contact
2. Technical and engineering qualifications of the entity or its affiliate, partner, or parent company
3. Demonstrated experience of the entity or its affiliate, partner, or parent company to develop, construct, maintain, and operate transmission facilities. Including a list or other evidence of transmission facilities previously developed regarding construction, maintenance, or operation of transmission facilities both inside and outside of the PJM region
4. Previous record of the entity or its affiliate, partner, or parent company to adhere to standardized construction, maintenance and operating practices
5. Capability of the entity or its affiliate, partner, or parent company to adhere to standardized construction, maintenance and operating practices
6. Financial statements of the entity or its affiliate, partner, or parent company. Please provide the most recent fiscal quarter, as well as the most recent three fiscal years, or the period of existence of the entity, if shorter, or such other evidence demonstrating an entity’s current and expected financial capability acceptable to the Office of the Interconnection
7. Commitment by the entity to execute the Consolidated Transmission Owners Agreement, if the entity becomes a Designated Entity
8. Evidence demonstrating the ability of the entity to address and timely remedy failure of facilities
9. Description of the experience of the entity in acquiring rights of way