Customer Partnership Group June 11, 2015 Presented by: Mike Lucas, - - PowerPoint PPT Presentation

California ISO

Demand Response Registration System Customer Partnership Group June 11, 2015

Presented by: Mike Lucas, Project Manager Tarak Thaker, Business Analyst Jill Powers, Smart Grid Solutions Manager ISO SME’s

California ISO

Purpose of today’s meeting

• Phase 2 business requirement specification BRS close out

– Review BRS section highlights for registration enhancements – BRS section clarification stakeholder Q&A – Phase 2 enhance registration process flow changes – Phase 2 CPG next steps

• Phase 3 initiation of CPG discussions

– Introduce ISO enhancement concepts

• Metering
• Baseline
• Settlement

– Stakeholder Q&A, request for comments – Phase 3 CPG next Steps

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California ISO

Todays agenda

Time Topic Presenter

1:00 – 1:15

Opening Comments/Introductions

• Meeting purpose/agenda

Nathan Hall

1:15 – 1:30

Phase 2 proposals – project update Mike Lucas

1:30 – 2:30

Phase 2 business requirements specification

• review registration enhancements
• clarifying Q&A
• introduce business process flow

Jill Powers Tarak Thaker SMEs

2:30 – 2:45

Phase 2 next steps Mike Lucas

2:45 – 3:30

Phase 3 development initiation

• review design concepts
• ISO stakeholder question discussion

Jill Powers Tarak Thaker SMEs

3:30 – 3:45

Phase 3 next steps Mike Lucas

3:45 – 4:00

Wrap-up

• Request for Phase 3 comments

CPGDemandResponse@caiso.com Nathan Hall

California ISO

 DRRS (Phase 1) Live

March 24, 2015

 DRR Customer Focus Group – ISO on-site

April 9, 2015

 Initial Customer Partnership Group (CPG) meeting

May 12, 2015

 Published Final Business Requirements Specification

June 4, 2015

 Today’s CPG meeting

Phase 2 – Project Update

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California ISO

• Captures and records users initial set of requirements

– Used as input to ISO system development project including:

• Business process modeling
• System requirements specification development
• Use case development
• Provides stakeholders information on concepts for

development of system enhancements to streamline and further automate registration process

– For participants using PDR and RDRR models

Phase 2 enabling demand response – registration enhancements BRS

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Completed Business unit(s) review and approval for phase 2 BRS

California ISO

• Base functionality for registering PDRs and RDRRs
• Effective date synergy across registration components
• Robust API’s and user interface to manage registration

processing steps

• Business rule exclusivity between PDR/RDRR resource

types

DRRS enhanced registration methodology includes

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Locations Registrations Resource

California ISO

Three sections:

• Manage locations
• Manage registrations
• Manage resource

Stakeholders business process steps used to structure and build business requirements

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Transfers remaining registration model and functionality from demand response system into the demand response registrations system

DRS DRRS

Registration processing

California ISO

Location management includes:

• review process by LSE/UDC
• establishing effective dates for locations

Registration process builds from locations to registrations to resource

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Location

Registration

Resource

Location effective dates:

• control availability for DRP to use in creating registrations

Registration effective dates:

• validated against location effective dates
• determine resource effective dates

Resource effective dates:

• validated against registration effective dates
• maintained in Masterfile

California ISO

Location effective dating impacts (examples)

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location effective date

R1 (allowed) R2 (allowed) R3 (not allowed) R4 (not allowed)

• Location effective date changes flexibility added
• Multiple registrations can be created within location

effective dates

location effective date

effective date change (allowed with no review) Extending end date (requires re-review)

California ISO

• Location LSE/UDC review period will be configurable

– initiated with 10 business days before auto approval – no longer requires ISO review

• Duplicate location review and defense process established

– incumbent DRP notified to defend – initiated with 10 business day configurable defense period – when no action is taken the location will be end dated

• incumbent DRPs registrations may be affected by end dating
• Review process

comments require contact information provided to DRP issue resolution handled outside the ISO

• Aggregated locations (ALOC) are no longer needed with

registration incorporation into DRRS

Location management includes new functionality and removal of interim functionality

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California ISO

Requirements provide flexibility in the modification of location attributes by recognizing their process status:

• Create

– review (initial)

• Modify

– review (conditional)

• pre/post review

– pre/post registration – pre/post resource assignment

• End

– May result in changes to a registration and/or resource status

Location management business requirements are most extensive

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California ISO

• Locations with node information will be required for

registrations requesting a custom resource ID

– system validates node against subLAP

• Data validations will be performed during location

creation

– validated against Masterfile

• Flexibility in modification of locations provided

– BRQ198 details conditions – end dating required only when conditions are not met

New location management processing detailed in BRS:

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California ISO

BRQ100 - BRQ198

BRS section 4.1: Manage Locations

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California ISO

• Registration process can begin when DRP has location(s)

available

– includes validations that may result in registration processing error(s)

• Validation errors may require location modifications

– returns to location management processing

• Registration resubmitted upon correction of errors identified

in validation

• Registration may be affected by changes in location

attributes

Registration management is separate process that uses location information for validation purposes

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California ISO

• Some attributes of registration have been removed

– day ahead identification – discrete dispatch identification

• Some attributes of registration have changed

– baseline method configurable for additional selections – resource IDs can be chosen or allow system selection – LSE SC ID provided based on DLAP provided

Registration attributes have changed

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California ISO

• Registration attributes may be impacted by resource

Masterfile validations and processing

– Including modification of registration attributes such as end dating or LRCV

• Registration requesting a custom resource will include total
• f load reduction capacity value LRCV by pnode

– System generated using a registration location information

Registration attributes required may be different based on resource

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California ISO

BRQ200 – BRQ274

BRS section 4.2: Manage Registrations

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California ISO

• Masterfile maintains all resource attributes used in markets

– System of record for resource participation

• Pmax in MasterFile may differ from registration LRCV

– Registration LRCV can be greater than the Pmax – Registration LRCV can be less than the Pmax but not by more than 2 MW s

• provides buffer such that Masterfile update is not required when

locations are added that increase LRCV

• System design to allow 1:many relationship between

resource and registration

– maintaining 1:1 relationship for Phase 2 development – provides DRRS flexibility that could be leveraged in Phase 3

• allowing multiple LSEs per resource

Resource management requires interfacing with Masterfile and RDT process

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California ISO

• Minimize resource participation interruptions due to

changes in registration or underlying locations

• Location management provides DRP ability to stage

registration creation to minimize risk of participation gap

• Eliminating gap may not be attainable

– dependent on established resource data template processing

• Masterfile freezes
• Latency between requested updates and actual update in Masterfile

Resource management goal

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California ISO

BRQ300 – BRQ330

BRS section 4.3: Manage Resources

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California ISO

DRS User Role to Functionality Mapping

DRS User Roles

User Role

Create, Modify, Remove Locations View Locations Review Locations Create. Modify, Remove Registrations View Registrations Administer Roles

DRP YES YES YES YES YES LSE YES YES YES UDC YES YES YES DRP SC YES YES LSE SC YES YES ISO YES YES YES YES YES YES

California ISO

• Business process flow chart has been developed and

documented based on Phase 2 BRS includes:

– Location management

• review processes

– Registration management

• validation processing
• attributes system generated

– Resource management

• resource data template processing touch points
• Once completed the document will be posted for

stakeholder review and comment

Process flows for location, registration and resource management under development

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California ISO

• SRS / CPG

August 2015

• Technical Specifications December 2015

Phase 2 – Next Steps

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Baseline Calculation

California ISO

• Meter Data Management
• Baseline Calculation
• Performance Calculation
• Settlement

Phase 3 will focus on enhancements to remaining DRS system functionality

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Transferring remaining functionality from demand response system into appropriate systems with equivalent functionality

Demand Response System

• Meter Data

Management

• Baseline

Calculation

• Performance

Calculation

• Compliance
• Settlement

Meter Data Management System

Market Settlement and Billing System

California ISO

• Meter Data Submission

– APIs for submittal and retrieval

• For what roles should this be supported

– SC for DRP - yes – DRP? – SC for LSE, why? Retrieval only? By registration? – Others?

– Granularity (hourly/15 minute/5 minute)

• Allow for hourly data?
• Allow for 15 minute data? Parsing to 5 minute performed by ISO?

Customer partnership group feedback needed on Phase 3 design elements

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California ISO

• Baseline calculation

– APIs retrieval – Input or Results?

• For what roles should this be supported

– SC for DRP - yes – DRP? – SC for LSE, why? Retrieval only? By registration? – Others?

– Configurable for multiple baseline calculations? – Configurable for calculation of baseline at registration level?

Customer partnership group feedback needed on Phase 3 design elements

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California ISO

• Performance data – results?

– APIs retrieval

• For what roles should this be supported

– SC for DRP - yes – DRP? – SC for LSE, why? Retrieval only? By registration? – Others?

– Configurable for performance data retrieval at registration level (i.e. by LSE)?

Customer partnership group feedback needed on Phase 3 design elements

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California ISO

• BRS / CPG

September 2015

• SRS / CPG

November 2015

• Technical Specifications

December 2015

Phase 3 – Next Steps

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California ISO

Next steps for CPG

Comments being request on Phase 3 BRS concepts only Send to mailbox CPGDemandResponse@caiso.com

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• Posting of phase 2 BRS business process flow charts
• ISO continue development of phase 2 SRS
• ISO begin development of phase 3 BRS

Next CPG TBD

• Based on publication dates for above