Market Performance and Planning Forum July 21, 2016 Market - - PowerPoint PPT Presentation

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Market Performance and Planning Forum July 21, 2016 Market - - PowerPoint PPT Presentation

Market Performance and Planning Forum July 21, 2016 Market Performance and Planning Forum Agenda July 21, 2016 10:00- 10:10 Introduction, Agenda Kristina Osborne 10:10 11:30 Market Performance and Quality Update Guillermo Bautista


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Market Performance and Planning Forum

July 21, 2016

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10:00- 10:10 Introduction, Agenda Kristina Osborne 10:10 – 11:30 Market Performance and Quality Update Guillermo Bautista Alderete Amber Motley Clyde Loutan 11:30 – 12:00 Energy Imbalance Market Performance with Addition of NV Energy Gabe Murtaugh 12:00 – 1:00 Lunch

1:00 - 1:30

Policy Update Brad Cooper 1:30 – 2:30 Release Update Janet Morris

Market Performance and Planning Forum Agenda – July 21, 2016

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Market Performance and Quality Update

Guillermo Bautista Alderete, Ph.D. Manager, Market Validation and Quality Analysis Amber Motley Manager, Short Term Forecasting Clyde Loutan Senior Advisor, Market Quality and Renewable Integration

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Higher RTD price in June.

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Price convergence at Malin

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Price convergence at Palo Verde

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RT prices lower than DA prices for both NP 15 and SP 15 in May and June .

RTD prices FMM prices

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Insufficient upward ramping capacity in ISO increased in June.

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Insufficient downward ramping capacity remained low in 2016.

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Congestion revenue rights market revenue inadequacy without including auction revenues

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Congestion revenue rights market revenue sufficiency including auction revenues

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Exceptional dispatch volume in the ISO area increased in May and June but remained at relative low levels.

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Daily exceptional dispatches by reason

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Real-time Bid cost recovery increased in June

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Bid cost recovery (BCR) by Local Capacity Requirement area

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Minimum online commitment (MOC)

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Pmax of MOC Cleared Units

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Binding minimum online commitments in May and June

MOC Name Number (frequency) of binding hours in May and June Humboldt 7110 1095 MOC PEASE 518 HNTBH 7820 88 MOC TABLE 3896812 30 SCIT MOC 28 Orange County 7630 20

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IFM under-scheduling of solar generation increased in May and June

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IFM under-scheduling of wind generation pattern continued in May and June

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Renewable (VERS) schedules including net virtual supply and aligns with VER forecast in May and June

http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=EFF75C 2E-F28E-4087-B88B-8DFFAED828F8

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RTD renewable (VERS) curtailment dropped since March

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Hourly distribution of maximum RTD renewable (VERS) curtailment in June

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RTD renewable (VERS) curtailment and avoided curtailment

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Wind, solar and hydro production

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Monthly wind (VERS) downward flexibility in FMM

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Monthly solar (VERS) downward flexibility in FMM from 11 AM to 5 PM

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ISO area RTCO and RTIEO remains at relatively low levels despite increases in May and June.

2015 2016 (YTD) RTCO $56,782,676 $27,648,307 RTIEO $13,251,414 $1,870,167 Total Offset $70,034,090 $29,518,475

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Price correction events reduced in June

1 2 3 4 5 6 7 8 9 10 Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Count of Events Process Events Software Events Data Error Events Tariff Inconsistency

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EIM Price trends

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5-minute PACW Aggregate Price

5-minute PACE Aggregate Price

15-minute PACW Aggregate Price 15-minute PACW Aggregate Price

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Nevada prices since December

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FMM Average Prices RTD Average Prices

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Net Transfers by area

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Update on Gas Conditions

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Summary of gas conditions

  • Manual gas price spike triggered for June 1, 2016
  • No need to use gas nomograms so far
  • Commitment and DEB scalars as part of the Aliso

Canyon provisions took effect on July 6, 2016

  • Daily use of the ICE index did not come into effect on

July 6, 2016

  • June 20 observed the system load peak for the year so

far

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Compare RTD Gas Burn and RUC Gas Burn for all gas resources (fuel provided by SoCalGas)

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200 400 600 800 1000 1200 1400 1600 1800 1-Jan 5-Jan 9-Jan 13-Jan 17-Jan 21-Jan 25-Jan 29-Jan 2-Feb 6-Feb 10-Feb 14-Feb 18-Feb 22-Feb 26-Feb 1-Mar 5-Mar 9-Mar 13-Mar 17-Mar 21-Mar 25-Mar 29-Mar 2-Apr 6-Apr 10-Apr 14-Apr 18-Apr 22-Apr 26-Apr 30-Apr 4-May 8-May 12-May 16-May 20-May 24-May 28-May 1-Jun 5-Jun 9-Jun 13-Jun 17-Jun 21-Jun 25-Jun 29-Jun 3-Jul Gas Burn (MMcfd) RUC Gas Burn RTD Gas Burn

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June 20 – Hot Summer Day. Comparison among IFM , RUC and RTD Gas Burns – Peak Load = 44,550 MW

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0.00 20.00 40.00 60.00 80.00 100.00 120.00 140.00 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Gas Burn (MMcf) Hour IFM Gas Burn RUC Gas Burn RTD Gas Burn

For ISO gas resources: IFM Gas Burn: 1622 MMcfd RUC Gas Burn: 1639 MMcfd RTD Gas Burn: 1366 MMcfd

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RTD Gas Burn by -June 20 Gas Forecast Zones in SoCalGas area.

Page 37 20 40 60 80 100 120 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Gas Burn (MMcf) Hour Coastal East of Moreno Inland LA Basin SDG&E San Joaquin Valley

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Demand Response – June 20

Page 38 50 100 150 200 250 300 350 400 450 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Awards (MW) Proxy Demand Response

Proxy Demand Response

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Comparison between forecasted and actual gas schedule on June 20*

  • For Gas Day 06/20/16:
  • Forecasted sendout for Cycle 1 (1.5 days before flow

day): 3200 MMcfd

  • Actual sendout: 3204 MMcfd
  • Variance: 4 MMcfd
  • Actual Scheduled Receipts (flowing supplies): 3114

MMCFD Source: SoCalGas

* Total SoCalGas system - includes LADWP, ISO, other non-core non-EG

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June 19 and 20 – From Gas Company

  • Issue with one compressor station – supports southern

gas system - June 19

  • An emergency localized gas curtailment of SDG&E

customers was issued for certain generators for about 4

  • hours. – June 19
  • Low OFO Declared on Cycle 2 for June 20

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Procurement of Additional Regulation

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Control Performance and variable resources production affect the quantity of regulation procured

  • Control Performance

− Measures the ability to adequately support the interconnection frequency − Exceedance of Balancing Authority Ace Limits (BAAL)1 − Noticed a decline in real-time CPS1 performance − Led to procured regulation up/regulation down depletion during high renewable penetration/low load periods

  • High renewable penetration/low load periods

− Windy and cloudy conditions exacerbate wind and solar production variability causing larger deviations from forecast − Erratic weather (seasonal) during low load periods − Load error remains relatively constant

1 NERC operating standard (BAL-001-2 Real Power Balancing Control Performance)

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Forecast vs. Actuals --- 1/31/2016

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The RTD forecast errors for wind was 728 MW greater than actual in HE 15 and was less than actual by 1,266 MW in HE13.

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  • 1,500
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500 1,000 11:00 11:30 12:00 12:30 13:00 13:30 14:00 14:30 15:00 15:30 16:00 16:30 17:00 17:30 18:00 MW Hour Ending

RTD Errors (Forecast Wind - Actual Wind) --- 1/31/2016

Wind RTD Errors

Positive values indicates actual production was less than forecast

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The RTD forecast errors for solar was 1,222 MW greater than actual in HE 15 and was less than actual by 552 MW in HE14

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200 400 600 800 1,000 1,200 1,400 11:00 11:30 12:00 12:30 13:00 13:30 14:00 14:30 15:00 15:30 16:00 16:30 17:00 17:30 18:00 MW Hour Ending

RTD Errors (Forecast Solar - Actual Solar) --- 1/31/2016

Solar RTD Errors

Positive values indicates actual production was less than forecast

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The RTD net-load forecast errors was 1,503 MW greater than actual in HE 13 and was as lower than actual net-load by 2007 MW in HE16

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  • 2,500
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500 1,000 1,500 2,000 11:00 11:30 12:00 12:30 13:00 13:30 14:00 14:30 15:00 15:30 16:00 16:30 17:00 17:30 18:00 MW Hour Ending

RTD Errors -- Load, Wind & Solar Combined --- 1/31/2016

Total RTD Errors

Positive values indicates that the actual net-load was less than forecast

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Balancing Authority ACE Limit are pre-defined and cannot be exceeded for more than 30 consecutive minutes

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16,000 18,000 20,000 22,000 24,000 26,000

  • 800%
  • 600%
  • 400%
  • 200%

0% 200% 400% 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Net Load (MW) Hourly CPS1 (%)

Hourly CPS1 vs. Net Load --- 01/31/2016

CPS1>=100% CPS1<100% CPS_pass Net Load

ISO tracks real-time supply and demand balance as a measure of operational effectiveness

ISO supports the Western Grid when the blue bars are above 100% (red line) Other BAs support CAISO when the blue bars are less than 100% Performance Target

California ISO Confidential

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ISO’s CPS1 score for the day was 63.9% and for 11 hours its hourly scores were below 100% on January 31

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  • 1000%
  • 800%
  • 600%
  • 400%
  • 200%

0% 200% 400% 500 1,000 1,500 2,000 2,500 3,000 3,500 Hourly CPS1 (%) Wind/Solar (MW) Wind/Solar vs. CPS1 --- 01/31/2016

CPS1 (Pass) CPS1>=100% Wind Solar CPS1<100% CPS1 is evaluated on a rolling 12-month average. Over the past few years, the rolling average has been declining as a result

  • f some poor daily performances. Thus, the CAISO need to take measures to improve daily performance on days with higher

variability.

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January 31, 2016 is an example of a stormy day affecting both wind and solar production

  • The ISO’s daily CPS1 score for the entire day was 63.9%

– Hourly average score was less than 100% for 11 different hours – For six of the 11 hours, the CPS1 scores were negative

  • The ISO depleted regulation up for approximately 35 minutes in HE15 and

for approximately 15 minutes in HE16.

  • The ISO depleted regulation down for approximately 15 minutes during the

beginning of HE14. Also, towards the end of HE15 and the beginning of HE16, regulation down was depleted for approximately 25 minutes.

  • When RTD run does not pick-up load, wind or solar variability at least 7.5

minutes before the dispatch interval, ramp deficiencies are not reflected in the 5-minute energy prices.

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Regulation up was depleted in HE15 for approximately 35 minutes and for approximately 15 minutes in HE16 --- 1/31/2016

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200 400 600 800 1000 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 14 15 16 CPS1 (%) ACE & Reg Up (MW) Hours

CPS1, ACE, Reg_Up --- January 31, 2016

Avail Reg_Up ACE CPS1

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Regulation down was depleted for approximately 15 minutes during the beginning of HE14 and approximately 25 consecutive minutes in HE15 & HE16 --- 1/31/2016

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  • 2800
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200 400 600 800 1000 1200

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200 400 600 800 1000 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 14 15 16 CPS1 (%) ACE & Reg Down (MW) Hours

CPS1, ACE, Available Reg_Down --- January , 2016

Available Reg Down ACE CPS1

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Analyzing Forecast Uncertainty

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(1,000) 1,000 3,000 5,000 7,000 9,000 11,000 13,000 15,000 5,000 10,000 15,000 20,000 25,000 30,000

MW

3/24/2016

Wind Forecast Solar Forecast System TAC Load Forecast Net Load Forecast Renewable Total Solar Limit 4200 Wind Limit 2200

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Factors related to forecast uncertainty

  • Net Load below 22,000 MWs
  • Forecast for Over Speed Wind Cut Out Events
  • Variable Solar Production due to:

– Cloud Cover Changes throughout daytime hours – High, Medium, Low Cloud Cover – Forecasted Break in Clouds leading to high variability for Utility Scale and Behind the Meter Generation

  • Variable Wind Production due to:

– Significant Ramp Up and Down Forecast – Cold Front Coming through creating uncertainty in the timing of the ramp – High Wind Penetration with a change in wind direction causing variability in turbine generation.

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Regulation Requirements --- February through June 2016

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100 200 300 400 500 600 700 800 900 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 MW Day

Regulation Up Procurement in February, 2016

100 200 300 400 500 600 700 800 900 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 MW Day

Regulation Up Procurement in March, 2016

100 200 300 400 500 600 700 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 MW Day

Regulation Up Procurement in April, 2016

100 200 300 400 500 600 700 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 MW Day

Regulation Up Procurement in May, 2016

100 200 300 400 500 600 700 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 MW Day

Regulation Up Procurement in June, 2016

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Original estimate of net-load as more renewables are integrated into the grid

Typical Spring Day

Net Load 11,663 MW

  • n May 15, 2016

Actual 3-hour ramp 10,892 MW on February 1, 2016

California ISO Confidential

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Generation breakdown and renewable curtailment on May 15, 2016

California ISO Confidential

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2,000 4,000 6,000 8,000 10,000 12,000 14,000 16,000 18,000 20,000 22,000 24,000 26,000 28,000 30,000 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 MW

Generation Breakdown ---05/15/2016

Nuclear Thermal Hydro Net Interchange Geothermal/Biomass/Biogas Wind Solar Curtailment Total CAISO Load CAISO Net Load

Net Load = Load -Wind -Solar Renewables Curtailment

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50 100 150 200 250 300 350 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 # of Occurrences RTD Prices < Zero

Distribution of Negative Prices - March, April & May 2012 through 2016

2012 2013 2014 2015 2016

Negative energy prices indicating over-supply risk start to appear in the middle of the day

Increasing real-time negative energy price frequency indicates over- generation risk in the middle of the day

California ISO Confidential

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Ongoing regulation projects between the ISO and Pacific Northwest Lab and AWS Truepower

  • Technology Commercialization Project – DOE funded

– Use probabilistic forecasts to help determine the intra-hour ramping needs – Hourly regulation levels needed in the day-ahead timeframe

  • SunLamp: Solar Centered Grid Project – DOE funded

– Identify variability and uncertainty among different BAs – Develop methodology to minimize regulation usage among different BAs – Identify benefits to real-time operations by combining BAAL and CPS1

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Day-ahead load forecast

0.0% 1.0% 2.0% 3.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2014 2015 2016

MAPE

0.0% 1.0% 2.0% 3.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2014 2015 2016

MAPE

Day-ahead load forecast w/o 6/21 and 6/22

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Day-ahead peak to peak forecast accuracy

0.0% 1.0% 2.0% 3.0% 4.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2014 2015 2016

MAPE

0.0% 1.0% 2.0% 3.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2014 2015 2016

MAPE

Day-ahead peak to peak forecast w/o 6/21 and 6/22

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June DA Forecast Deeper Dive

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Temperature Trend 6/20/2016-6/22/2016

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Day-ahead wind forecast

0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% 7.0% 8.0% 9.0% 10.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2014 2015 2016

MAE

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Day-ahead solar forecast

0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2014 2015 2016

MAE

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Energy Imbalance Market performance with the addition of NV Energy

Gabe Murtaugh Senior Analyst, Department of Market Monitoring

Page 66

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Energy Imbalance Market performance with the addition of NV Energy

  • A comparison of the energy imbalance market before

and after the introduction of NV Energy reveals that: – PacifiCorp prices in 2015 were driven by local market conditions, constraint relaxations and the lack of transmission with the ISO. – NV Energy significantly increased the available transmission between the ISO and PacifiCorp East. – Prices within NV Energy, PacifiCorp East and the ISO frequently reflected the system marginal price after NV Energy integration.

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Fifteen-Minute Market prices in PacifiCorp East

Page 68 4 8 12 16 20 24 28 32 36 $0 $10 $20 $30 $40 $50 $60 $70 $80 $90 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun 2015 2016 Average number of constraint relaxations per day (15- minute intervals) Average monthly price ($/MWh) Bilateral hub price range Power balance shortage Flexible ramping constraint PacifiCorp East price Price without price discovery or load bias limiter

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EIM transfer capacity between EIM balancing areas: January-November 2015

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PacifiCorp East CAISO PacifiCorp West

205 MW 258 MW Average total EIM transfer capacity (15-minute market) 0 MW* 190 MW

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EIM transfer capacity between EIM balancing areas: January-May 2016

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PacifiCorp East CAISO PacifiCorp West

80 MW 152 MW 891 MW 858 MW 453 MW 705 MW

NV Energy

Average total EIM transfer capacity (15-minute market) 0 MW* 300 MW

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Congestion in the 15-Minute EIM market: January-May 2016

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PacifiCorp East CAISO PacifiCorp West NV Energy

Percentage of 15-minute intervals congested (Average transfer limit during congestion) 17% (148 MW) 2% (222 MW) 0% 3% ( 816MW) 1% (386 MW) 0% 9% (29MW) 54% (0 MW)

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Fifteen-minute market prices in NV Energy

Page 72 Last updated: July 20, 2016 2 4 6 8 10 12 $0 $10 $20 $30 $40 $50 $60 Dec Jan Feb Mar Apr May Jun 2015 2016 Average number of constraint relaxations per day (15- minute intervals) Average monthly price ($/MWh) Bilateral hub price range Power balance shortage Flexible ramping constraint NV Energy price Price without price discovery or load bias limiter

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Hourly settlement prices in PacifiCorp (Jan-May 2016)

Page 73 Last updated: July 20, 2016 $0 $10 $20 $30 $40 $50 $60 $70 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Average hourly price ($/MWh) Bilateral hub price range PacifiCorp East settlement price PacifiCorp West settlement price PG&E settlement price

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Hourly settlement prices in NV Energy (Jan-May 2016)

Page 74 Last updated: July 20, 2016 $0 $10 $20 $30 $40 $50 $60 $70 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Average hourly price ($/MWh) Bilateral hub price range NV Energy settlement price SCE settlement price

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Hourly EIM imports into NV Energy (April-June 2016)

Page 75 Last updated: July 20, 2016

  • 300
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  • 100

100 200 300 400 500 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Imports into NV Energy (MW) ISO PacifiCorp East Net

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Policy Update

Brad Cooper Manager, Market Design and Regulatory Policy

Page 76

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Ongoing policy stakeholder initiatives

  • Contingency modeling enhancements

– On hold

  • Generator contingency and remedial action scheme

modeling – Straw proposal targeted for Aug-Sep – 2017 Q1 Board meeting, projected Fall 2018 implementation

  • Bid cost recovery enhancements

– Moving self-schedule’s exemption from IFM cost allocation to separate initiative – Revised straw proposal targeted for August – 2017 Q1 Board meeting – Projected Fall 2018 implementation

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Ongoing policy stakeholder initiatives (continued)

  • Stepped transmission constraints

– Moving lowered bid floor to separate initiative – Conducting analysis, straw proposal targeted for Q3 – 2017 Q2 Board meeting, projected Fall 2018 implementation

  • Reliability services – phase 2

– Revised draft final proposal posted on July 7 – Stakeholder call held on July 14 – Aug 2016 Board

Page 78

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Ongoing policy stakeholder initiatives (continued)

  • Flexible resource adequacy criteria and must-offer
  • bligation – phase 2

– Scope revised to include assessment of existing flexible capacity product – Developing new schedule, Board date TBD

  • Reactive power and financial compensation

– Addendum to draft final proposal to be posted on July 21 – August 2016 Board

Page 79

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Ongoing policy stakeholder initiatives (continued)

  • Metering rules enhancements

– August/September 2016 Board meeting – Projected Fall 2018 implementation

  • Energy storage and distributed energy resources

(ESDER) Phase 2 – Revised straw proposal to be posted on July 20 – Stakeholder call on revised straw proposal on July 28 – Board meeting to be determined

Page 80

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Ongoing policy stakeholder initiatives (continued)

  • Transmission access charge options

– Next proposal to be posted in early September – No sooner than October Board

  • Regional resource adequacy

– Next proposal to be posted in early September – No sooner than October Board

Page 81

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Policy stakeholder initiatives coming soon

  • Planned to start in Q3

– Gas cost enhancements – ISO tariff load serving entity – Self schedules BCR allocation and bid floor – Regional integration CA greenhouse gas compliance

  • Planned to start in Q4

– Frequency response – phase 2

Page 82

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Release Plan Update Janet Morris Director, Program Office

Page 83

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Release Plan 2016

Independent 2016

  • Aliso Canyon Initiative
  • Demand Response Registration Enhancements
  • Capacity Procurement Mechanism Replacement
  • Reliability Services Initiative
  • Commitment Cost Enhancements Phase 2 (remainder)
  • RIMS Functional Enhancements

Fall 2016

  • Energy Imbalance Market (EIM) 2016 Arizona Public Service (APS)
  • Energy Imbalance Market (EIM) 2016 Puget Sound Energy (PSE)
  • OMAR Replacement
  • BAL-003 Compliance
  • Flexible Ramping Product
  • BCR modifications and VER settlement
  • Acceptable Use Policy - CMRI
  • PIRP System Decommissioning
  • Energy Imbalance Market (EIM) Year 1 Enhancements Phase 2
  • Energy Storage and Distributed Energy Resources (ESDER)

Page 84

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Release Plan 2017

Independent 2017

  • RTD Local Market Power Mitigation (LMPM) Enhancements
  • CRR Clawback Modifications

Fall 2017 (tentative, to be confirmed)

  • Reliability Services Initiative Phase 1B
  • Bidding Rules Enhancements – Part B
  • Stepped Constraints
  • Commitment Cost Enhancement Phase 3
  • Bid Cost Recovery Enhancements
  • Contingency Modeling Enhancements
  • EIM 2017 Portland General Electric (PGE)
  • ADS User Interface Replacement

Spring 2018

  • EIM 2018 Idaho Power Company

Fall 2018 (tentative, to be confirmed)

  • Metering Rules Enhancements
  • Transmission Access Charge Options

Subject to further release planning:

  • Additional Data Transparency Enhancements (OASIS API changes)
  • Additional OMS Enhancements
  • Reliability Services Initiative Phase 2
  • Flexible Resource Adequacy Criteria and Must-offer Obligation Phase 2
  • Regional Resource Adequacy
  • Reactive Power Requirements and Financial Compensation

Page 85

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2016 – Aliso Canyon

Project Info Details/Date Application Software Changes

Purpose: explore market mechanisms or other tools to mitigate the risks to gas and electric markets to avoid electric service interruptions to the extent possible. SIBR:

  • Allow MP to rebid commitment costs for hours without a day-ahead schedule or for RTM

commitment periods until the minimum run time expires. SIBR rule change needed. Until implementable, tariff rule was included and monitoring will be needed.

  • No longer generate RT bids for non-resource adequacy resources or RA resources without a
  • MOO. STUC bidding rule change. Bid Replication (stop creating bids that do not have a MOO

for STUC). Current rule: create STUC bids if DAM clean bid exists for resource. New rule: create STUC bids if 1) DA schedule or RUC schedule exists; or 2) Resource is MOO. Settlements:

  • Leverage existing Good Faith Negotiation (GFN) to recover additional fuel costs
  • Create and configure a Pass Through Billing (PTB) to accommodate FERC awarded amount

due to “After the Fact Cost Recovery Process” (No system Changes) CMRI:

  • New report to show the D+2 RUC Schedule. Will use standard CMRI report and IFM web

services to do as part of Peak RC requirements, but will monitor as part of Aliso Canyon due to dependency. Integration:

  • Integration between ECIC, ICE, and market system will be needed depending on payload

impacts Nomogram:

  • Expand number of variables from 25 to 150. This will help apply the constraint to all resources

impacted by Aliso Canyon restriction. There are 6 zones and one for all zones.

  • Potential performance issue with simultaneous constraints
  • Non-Competitive Overwrite (UI change)

MasterFile

  • Manual process to add, change, fuel regions

BPM Changes

Market Instruments, Market Operations, Settlements & Billing Page 86

slide-87
SLIDE 87

2016 – Aliso Canyon

Page 87

Note: SIBR Rules posted 5/12/16

Milestone Type Milestone Name Dates Status

Board Approval Board of Governors Approval May 04, 2016

BPMs Post Draft BPM changes (Addendums) - MO, MI, CRR May 31, 2016

External BRS External Business Requirements May 17, 2016

Post Revised External BRS Jun 02, 2016

Tariff File Tariff May 06, 2016

Receive FERC order Jun 01, 2016

Config Guides Post Draft Configuration Guides N/A Tech Spec Create ISO Interface Spec (Tech spec) N/A Market Sim MARKET SIMULATION N/A Production Activation Production - Aliso Canyon Phase 1 Jun 02, 2016

Production - Aliso Canyon Phase 2 Jul 06, 2016

slide-88
SLIDE 88

Page 88

No Feature Section Numbers Effective Date 1 Introduce a constraint as needed into the CAISO’s market processes to limit the affected gas area burn to a maximum or minimum 27.11 June 2, 2016 2 Reserve internal transfer capability to respond to real-time load fluctuations or provide contingency reserve in southern California 27.5.6 June 2, 2016 3 Special tariff to deem selected constraints uncompetitive 39.7.2.2 June 2, 2016 4 Clarification that ISO has authority to suspend virtual bidding in the event that the CAISO identified market inefficiencies 7.9.2 (d) June 2, 2016 5 Make two-day ahead advisory schedules available with the clarification that they are not financially binding or operationally binding 6.5.2.2.3 June 2, 2016 6 Adjust the gas price indexes used to calculation commitment and default energy bids for affected resources on the SoCalGas/SDG&E system 39.7.1.1.1.3 (d) July 6, 2016 7 Use current gas price information to increase efficiency of economic dispatch 6.5.2.3.4 30.4.1.2 31.6.1 39.1.1.1.1.3 (a)(b)(c) and deleting old (b) July 6, 2016 8 Permit market participants to rebid commitment costs in the real-time market 30.5.1(b) June 2, 2016 9 Permit participants to file with FERC to recover fuel costs 30.11 39.7.1.1.3 40.6.8.1.7 June 2, 2016 10 Adjust monthly CRR FNM 36.4 June 2, 2016 11 Modifications to STUC so that STUC does not use Day-Ahead bids

  • f resources not scheduled in day-ahead

34.6 40.6.3 June 2, 2016

2016 – Aliso Canyon

slide-89
SLIDE 89

2016 – Aliso Canyon

Page 89

Market Notice issued 7/1/16 announcing the 7/6/16 activation: Please note the following from the notice: The ISO will activate Phase 2 of the Aliso Canyon Gas-Electric Coordination initiative effective trade date July 6, 2016. Although the functionality is activated, the ISO will delay the use of Intercontinental Exchange (ICE) gas prices to calculate commitment and default energy bids for affected resources in the Southern California Gas Company and San Diego Gas & Electric systems pending confirmation that the gas prices conform to the Federal Energy Regulatory Commission (FERC)'s policy statements on gas prices. The ISO has filed a waiver request with FERC to retain the existing tariff provisions in the interim. All other Phase 2 changes will be implemented as scheduled.

slide-90
SLIDE 90

2016 – Demand Response Registration Enhancements

Project Info Details/Date Application Software Changes Enhance Demand Response Registration functionality and processes Develop new registration user interface for DRRS Develop new APIs for support of enhanced registration processes BPM Changes Metering Business Process Changes Automation of internal registration-related processes User Training Thursday, June 2, 2016

Page 90

Milestone Type Milestone Name Dates Status

Board Approval Board Approval N/A BPMs Post Draft BPM changes (Metering) Jul 18, 2016 Publish Final Business Practice Manuals (Metering) Aug 08, 2016 External BRS External BRS - Enabling Demand Response Phase 2 - Registration Jun 04, 2015

Tariff Tariff N/A Config Guides Config Guide N/A Tech Spec Tech Specs - DRRS Phase 2 - Registration Sep 17, 2015

Market Sim Market Sim Window Aug 08, 2016 - Sep 02, 2016 Production Activation Post-Mrkt Consol - DRRS Phase 2 - Reg Sep 19, 2016

slide-91
SLIDE 91

Independent 2016 Market Simulation

Market Simulation Dates – RSI, CPM, Commitment Costs Phase 2, and OMS Enhancements 3/15 – 8/19: RSI/CPM Session 2 (Unstructured and Structured E2E) Link to Independent 2016 Release Market Simulation Plan -

http://www.caiso.com/Documents/MarketSimulationPlanInd ependent2016Release.pdf

Page 91

slide-92
SLIDE 92

2016 – Capacity Procurement Mechanism Replacement

(CPM)

Project Info Details/Date Application Software Changes

Competitive Solicitation Process (CSP): CSP replaces the existing administrative price process for annual, monthly and intra-monthly CPM events for flexible and generic RA capacity. CSP will cover all events that allow the ISO to procure additional capacity. CIRA: − Bid Submittal system for SCs to submit capacity bids (not an existing bid type) − Capacity bids to implement new validation rules (not an existing bid type) − Capacity Bid submittal to be on a yearly, monthly, and intra-monthly level − LSE/LRA deficiency calculation to be performed for CSP for Generic and Flexible RA data − Existing CPM calculation to be deprecated for trade dates after the effective date of implementation. − Manage import allocation and bilateral trades of import allocation Settlements: Settlements will need new CPM formulas that will result in charge code impacts. Reporting: If an annual or monthly CPM occurs greater than two times (over a rolling 24 month period) or more than 50% of the LSE’s RA requirement is CPMed, a report must be given to Market Participants. OASIS: − Publish all finalized offers into the competitive solicitation process on a rolling five-quarter delay. (Deferred)

Business Process Changes

− Solicitation for soft offer cap. Timeline for submittal needs to be defined. − Submittal process for annual/monthly CPM bid submittal − New business process for amount of capacity being relied on (non-RA from partial RA) − New process for Competitive Solicitation Process (annual/month/intra-monthly)

Page 92

slide-93
SLIDE 93

Milestone Details/Date Status BPM Changes

Reliability Requirements – PRR issued 11/4/15 Market Instruments – issue PRR 1/8/16

  • Billing & Settlements – PRR issued 1/11/16

Business Process Changes

− Solicitation for soft offer cap. Timeline for submittal needs to be defined. − Submittal process for annual/monthly CPM bid submittal − New business process for amount of capacity being relied on (non-RA from partial RA) − New process for Competitive Solicitation Process (annual/month/intra-monthly)

Board Approval

February 5, 2015

External BRS

March 31, 2015

Tariff

Filed: May 26, 2015 FERC Approved: October 1, 2015

Technical Specifications

CIRA Session 1  Fall 2016, MPs will use UIs OASIS Session 2  Fall 2016

Draft Configuration Guides

November 23, 2015 Session 2

External Training

October 21, 2015: Session 1 – Onsite w/Webinar, Full Day (combined w/ CPG Call)

  • Training Materials – posted SP & RP page on 10/19

January 6, 2016: Session 2 - Onsite w/ Webinar option, Full Day

  • Training Materials – post 1/5

Page 93

2016 – Capacity Procurement Mechanism Replacement

(cont.)

slide-94
SLIDE 94

Milestone Details/Date Status Market Simulation

April 11– May 6, 2016: Session 2

  • 4/11-4/15: Unstructured
  • 4/18-4/22: Structured Week 1& 2
  • 4/25-4/29: Structured Week 3 - On-Site 4/26-4/29
  • 5/2-5/27: Unstructured
  • 7/18-7/22: Re-run Structured Week 1 & 2
  • 7/25-7/29: Re-run Structured Week 3
  • Post Structured Scenarios
  • SIBR Rules, Release Notes, Specs posted – 12/11
  • CIRA User Guide – 1/18

Production Activation

11/1/2016: Session 2 Effective Date - FERC Approved

Page 94

2016 – Capacity Procurement Mechanism Replacement

(cont.)

slide-95
SLIDE 95

Project Info Details/Date

Application Software Changes

CIRA: − Manage new NQC/EFC process request for resource types. This will impact both internal users and Market Participants − Manage Import Allocation (CPM Replacement initiative is covering this scope but is needed for this initiative) − Manage RA obligation (taking into consideration substitution capacity and replacement capacity as RA capacity) will impact RA, Settlements, market, and outage. The output of CSP will be needed − Publish RA Obligations externally − Display Comparative snapshot of DA/RT obligation (outages, energy bids, RA

  • bligation). Display input of RAAIM calculations

− Display SCP and CPM availability calculation output for historic trade dates − Creation of substitution rules for flexible resource adequacy resources − Modify existing DA/RT generic substitution rules − DA substitution timeframe shall change from 6 AM to 8 AM − Enable the release of substitute capacity for generic and flexible resources − Allow imports to substitute for other imports and CAISO system resources. The RA obligation will be at a daily level − Use result of Pre-qualification analysis (the pre-qualification analysis is a manual process) for real time substitution validation − API for substitution and release functionality − Enable Generic CPM substitutions − Enable Flexible CPM substitutions − Build Submit & Retrieve APIs to support Substitutions (4 types) and release of sub capacity − Substitution will now be in CIRA − Addition of RAAIM exempt and planned outage exemption flag − Allow the outage correction process to exempt outage from RAAIM calculations up to 5 business days OMS: − Add 5 nature of work attributes and various validations − Remove SCP Exempt flag from display Page 95

2016 – Reliability Services Initiative (RSI) – 1A

slide-96
SLIDE 96

Project Info Details/Date Status Application Software Changes

MasterFile: − Will store Use Limit Plan. There will be a new template (ULPDT – Use Limit Plan Data Template) RAAM: − Decommission RAAM Settlements:

  • RAAIM (RA Availability Incentive Mechanism) NEW – replaces SCP for backstop.

Current SCP will retire with implementation of RAAIM. Will assess whether generic and flexible RA resources comply with MOO and better captures use limited resource availability.

  • New charge code changes are needed for implementation of the RA

Reporting:

  • Report on the effectiveness of the RAAIM results (1 year after implementation)

(Deferred) Other:

  • Modification of Use Plan with new validation rules
  • LSE cost allocation methodology needs to automated.
  • Publish list of all available prequalification combinations

Page 96

2016 – Reliability Services Initiative (cont.) -1A

slide-97
SLIDE 97

Milestone Details/Date Status BPM Changes Reliability Requirements - issued PRR #888 on 1/12/16 Outage Management - issued PRR #889 on 1/12/16 Billing & Settlements - issued PRR on 1/11/16 Business Process Changes − Process to assign NQC values to NGR/PDR/DG resources − Process for PDR/NGR/DG testing − Process for RA Availability Incentive Mechanism (RAAIM). Must retire SCP business process flows. − Modify DA/Real Time Substitution Process − Process for allocating year end unallocated RA Availability Incentive Mechanism (RAAIM) funds Board Approval March 26, 2015 External BRS March 31, 2015 Tariff Filed: May 28, 2015 FERC Approved: October 1, 2015 Technical Specifications CIRA Session 2  Fall 2016, MPs will use UIs MasterFile Session 2

  • posted tech spec 9/24 on Release Planning Page
  • posted ULDT 9/11 to RP page
  • posted ULR documentation/ sample templates to RP page on 12/4

OMS Session 2

  • posted tech spec 12/2

Draft Configuration Guides November 23, 2015 Session 2

Page 97

2016 – Reliability Services Initiative (cont.) – 1A

slide-98
SLIDE 98

Milestone

Details/Date

Status

External Training January 6, 2016: Session 2 – Onsite w/ optional Webinar, Full Day

  • Training Materials – post 1/5

Market Simulation April 11– May 6, 2016: Session 2

  • 4/11-4/15: Unstructured
  • 4/18-4/22: Structured Week 1& 2
  • 4/25-4/29: Structured Week 3 - On-Site 4/26-4/29
  • 5/2-5/27: Unstructured
  • 7/18-7/22: Re-run Structured Week 1 & 2
  • 7/25-7/29: Re-run Structured Week 3
  • 8/8: MOO Flag API be available in MAP Stage for unstructured testing
  • Post Structured Scenarios
  • SIBR Rules, Release Notes, Specs posted – 12/11/15
  • CIRA User Guide – 1/18/16
  • MF UI User Guide – 1/6/16
  • OMS User Guide – embedded in application
  • CIRA User Guide – 1/18/16

Production Activation 11/1/2016: Session 2 Effective Date - FERC Approved

Page 98

2016 – Reliability Services Initiative (cont.) – 1A

slide-99
SLIDE 99

2016 – Commitment Costs Phase 2

Project Info Details/Date Application Software Changes

For the Early Jan 2016 release, the project will

  • Clarify definition, qualifications, and requirements for use-limited resources
  • Implementation of the use limited definition (No longer applicable)
  • Implement revised must-offer rules
  • Impacted Systems:
  • MF
  • SIBR

CCE2 Early 2016 release implementation will be coordinated as part of the Reliability Services Initiative (RSI) project

Page 99

Milestone Type Milestone Name Status Board Approval

  • Yes. March 26-27, 2015

Tariff

Filed: May 28, 2015 Approved in Part: September 9, 2015

(FERC rejected the proposed revisions to the definition of “use limited resources”, but approved all other tariff revisions.)

BPM Changes

Market Operations (Use Plan) – issued PRR #887 on 1/11/16

Business Process Changes

No

External Business Requirements

November 24, 2015

Technical Specifications

No

External Training

January 6, 2016: Session 2 – Onsite w/ optional Webinar, Full Day

  • Training Materials – post 1/5

Draft Configuration Guides

No

Market Simulation

February 8th, 2016 – July 29th, 2016 (Unstructured)

Production Activation

11/1/2016: Session 2 Effective Date - FERC Approved

slide-100
SLIDE 100

2016 – RIMS Functional Enhancements

Project Info Details/Date Status

Application Software Changes Functional enhancements resulting from the Customer Partnership Group CPG. More details to be provided in the future. BPM Changes Generator Interconnection and Deliverability Allocation Procedures Generator Interconnection Procedures Managing Full Network Model Metering Generator Management Transmission Planning Process Customer Partnership Group 10/16/15 Application and Study Webinar 3/31/16

Page 100

Milestone Type Milestone Name Dates Status

Board Approval Board approval not reqiured N/A BPMs Generator Interconnection and Delivery Allocation Apr 29, 2016

External BRS External BRS not Required N/A Tariff No Tariff Required N/A Config Guides Configuration Guides not required N/A Tech Spec No Tech Specifications Required N/A Production Activation RIMS5 App & Study Mar 21, 2016

RIMS5 Queue Management, Transmission and Generation Oct 31, 2016

slide-101
SLIDE 101

The following changes will be made to the Master File Generator RDT: Resource Worksheet

– Remove Green House Gas Cost (EIMY1P2) – Add O&M Adder Type (non-modifiable; ECIC) – Remove MOO Flag (RSI) – Remove Stranded Load (not applicable to Gens/TGs)

Configuration Worksheet

– Startup Heat Input

Transition Worksheet

– Remove Max Transition Cost – Remove Transition Fuel – Remove Transition Energy – Add Transition Midpoint MW (modifiable; new for EIMY1P2) – Add Transition Midpoint Time (modifiable; new for EIMY1P2) * Note: GRDT v9.0 will no longer be supported.

Page 101

Fall 2016 GRDT Changes

slide-102
SLIDE 102

Fall 2016 CMRI/OASIS/ADS High-Level Summary API changes

Page 102 Project CMRI OASIS ADS BCR/VER Update (add FCU Forecast marketServiceType): ExpectedEnergyAllocationDetails v3 Decom: ExpectedEnergyAllocationDetails v1 N/A N/A Forecasting (PIRP Decom) New: EIRForecast v1 N/A N/A EIM Year 1 Phase 2 New:

  • GreenHouseGasCapData v1
  • EIMInterchangeScheduleData

v1 New:

  • PRC_RTM_SCH_CNSTR

(Scheduling Constraint Shadow Prices)

  • ENE_HRLY_BASE_NSI (EIM BAA

Hourly Base NSI) Update Add Energy,Loss,GHG components:

  • PRC_SPTIE_LMP
  • PRC_CD_SPTIE_LMP
  • DAM_SPTIE_LMP_GRP
  • RTPD_SPTIE_LMP_GRP
  • RTD_SPTIE_LMP_GRP

Add 'GHG' product:

  • PUB_BID

N/A

  • New Fall 2016 APIs to be available in MAP-Stage by Phase 2 market

simulation August 8th.

slide-103
SLIDE 103

Fall 2016 CMRI/OASIS/ADS High-Level Summary API changes (cont’d)

Page 103 Project CMRI OASIS ADS Flex Ramp New:

  • ResourceMovementPoint v1
  • ResourceLevelMovement v1

Update:

  • MarketAwards v4
  • SchedulePrices v4
  • MarketSchedules v3
  • EIMTestResults v2 minor

version v20161001 Decom:

  • MarketAwards v2
  • SchedulePrices v2
  • MarketSchedules v1

New:

  • SLD_ADV_FCST (Advisory CAISO Demand Forecast)
  • ENE_UNCERTAINTY_MV (Uncertainty Movement by

Category)

  • ENE_FLEX_RAMP_REQT (Flexible Ramp

Requirements)

  • ENE_AGGR_FLEX_RAMP (Flex Ramp Aggr Awards)
  • ENE_FLEX_RAMP_DC (Flex Ramp Surplus Demand

Curves)

  • SLD_SF_EVAL_DMD_FCST (Sufficiency Evaluation

Demand Forecast) ENE_EIM_TRANSFER_TIE (EIM Transfer by Tie)

Existing versions 6 & 7 remain PROD versions Version Update: APIWebService/v8 Decom: APIWebService/v6

slide-104
SLIDE 104

Independent and Fall 2016 Release Market Simulation

Page 104

Link to Fall 2016 Release Market Simulation Plan - http://www.caiso.com/Documents/MarketSimulationPlan_Fall2016Release.pdf

Fall and Independent Release 2016 Initiative Start Date (Trade Date) End Date (Trade Date Structured Simulation Start (Trade Date) Expected Participation Fall 2016 Release Market Simulation Phase 1 Energy Imbalance Market – APS and PSE 7/6/2016 7/29/2016 7/6/2016 Arizona Public Service and Puget Sound Energy OMAR Replacement 7/7/2016 7/29/2016 EIM Entities and ISO MPs RSI/CPM Structured Scenario Testing (Independent) 7/19/2016 7/29/2016 7/19/2016 ISO MPs Fall 2016 Release Market Simulation Phase 2 RSI/CPM Unstructured Testing (Independent) 8/9/2016 8/19/2016 ISO MPs DRRS Enhancements Phase 2 (Independent) 8/9/2016 9/2/2016 EIM Entities and ISO MPs Energy Imbalance Market - One Year Enhancements Phase 2 8/9/2016 9/2/2016 Arizona Public Service, NV Energy, PacifiCorp and Puget Sound Energy BCR/VER 8/9/2016 9/2/2016 EIM Entities and ISO MPs Frequency Response (BAL-003) 8/9/2016 9/2/2016 ISO MPs CMRI AUP 8/9/2016 9/2/2016 EIM Entities and ISO MPs ESDER 8/9/2016 9/2/2016 EIM Entities and ISO MPs Flexible Ramping Product 8/9/2016 9/2/2016 8/22/2016 EIM Entities and ISO MPs Forecasting and Data Transparency/PIRP Application Decommissioning 8/9/2016 9/2/2016 EIM Entities and ISO MPs

slide-105
SLIDE 105

Fall 2016 – EIM Arizona Public Service

Project Info Details/Date Application Software Changes Implementation of Arizona Public Service as an EIM Entity. BPM Changes EIM BPM will be updated to reflect new modeling scenarios identified during APS implementation and feedback from APS. Market Simulation ISO promoted market network model including APS area to non- production system and allow APS exchange data in advance of Market Simulation on 3/7/16. Integration/Day in the Life Testing March 7 – May 30, 2016 Market Simulation July 5 – July 29, 2016 Parallel Operations August 1 – September 30, 2016

Page 105

Milestone Type Milestone Name Dates Status

Board Approval Board Approval N/A BPMs BPMs N/A External BRS External BRS N/A Tariff APS files tariff revisions with FERC Feb 12, 2016

Config Guides Config Guide N/A Tech Spec Tech Specs N/A Market Sim Market Sim Window Jul 05, 2016 - Jul 29, 2016 Production Activation EIM - Arizona Public Service Oct 01, 2016

slide-106
SLIDE 106

Fall 2016 – EIM Puget Sound Energy

Project Info Details/Date Application Software Changes

Implementation of Puget Sound Energy as an EIM Entity. WebOMS - Provide Balancing Authorities with the ability to submit outages to WebOMS and the ability to submit PeakRC through their Coordinated Outage Scheduling System (COS).

BPM Changes

EIM BPM will be updated based on feedback from PSE.

Market Simulation

ISO promoted market network model including PSE area to non-production system and allow PSE exchange data in advance of Market Simulation on 3/7/16. Integration/Day in the Life Testing March 7 – May 30, 2016 Market Simulation July 5 – July 29, 2016

Parallel Operations

August 1 – September 30, 2016

Page 106

Milestone Type Milestone Name Dates Status

Board Approval Board Approval N/A BPMs BPMs N/A External BRS OMS - BRS External Design Jul 24, 2015

Tariff Tariff filing at FERC Feb 12, 2016

Config Guides Settlements N/A Tech Spec Tech Specs N/A Market Sim Market Sim Window Jul 05, 2016 - Jul 29, 2016 Production Activation EIM - Puget Sound Energy Oct 01, 2016

slide-107
SLIDE 107

Fall 2016 – OMAR Replacement

Project Info Details/Date Application Software Changes

The scope of the project is to replace the current OMAR Online application with a new CUI framework based interface and provide standard B2B web services integration. B2B services will be modified to align with CIM standard and to convert to GMT, and the existing FTP solution will be replaced. The new solution will also remove the custom OMAR certificates by leveraging the CAISO Multiple Application (CMA) certificates.

BPM Changes

Metering and Definitions & Acronyms (references to systems may need to change)

Business Process Changes

Potential Level-II business process changes under –

  • Manage Market & Reliability Data & Modeling
  • Manage Operations Support & Settlements

Page 107

Milestone Type Milestone Name Dates Status

Board Approval Board Approval N/A BPMs Business Practice Manuals Jul 18, 2016 External BRS Publish External BRS Oct 02, 2015

Training User Interface Training Jul 27, 2016 Tariff Tariff N/A Config Guides Configuration Guide N/A Tech Spec Publish Tech Specs Dec 21, 2015

Market Sim Market Sim Window Jul 07, 2016 - Jul 29, 2016 Production Activation Post-Mrkt Consol - OMAR Replacement Oct 01, 2016

slide-108
SLIDE 108

Page 108

Project Info Details/Date

Application Software Changes

  • To procure transferred frequency response from external BAs through a

competitive solicitation process

  • Allocate the cost of TFR to metered demand: new charge code
  • Require generators to manage their plants consistent with NERC published

reliability guidelines for primary frequency control

  • Require generators to provide governor control and plant level control

system data to the ISO, including Droop Setting, Deadband, frequency responsive maximum output level, Plant-level distributed control systems(DCS) with frequency bias term (Y/N), level temperature loop controls(@what output and/or temperature; Y/N)

  • Increase market transparency of the ISO’s frequency response performance

through its Monthly Market Performances Reports

  • Clarify the authority of ISO to designate any reserve as contingency only

reserve regardless of resource’s election

Fall 2016 – BAL-003 Compliance

Milestone Type Milestone Name Dates Status

Board Approval BOG Approval Mar 25, 2016

BPMs Publish Final Business Practice Manuals N/A External BRS Post External BRS May 03, 2016

Tariff File Tariff Apr 21, 2016

Receive FERC order N/A Config Guides Draft Configuration Guides Jun 10, 2016

Tech Spec Create ISO Interface Spec (Tech spec) N/A Market Sim Market Sim Window Aug 08, 2016 - Sep 02, 2016 Production Activation BAL- 003 Frequency Response Oct 01, 2016

slide-109
SLIDE 109

Fall 2016 – Flexible Ramping Product

System Description Real-Time Market

  • FMM and RTD markets (no DA) will procure two new market products (each with award

and price), Flex Ramp Up (FRU) and Flex Ramp Down (FRD), based on upper and lower uncertainty histogram FRP requirements and the Flex Ramping Capacity surplus demand curves.

  • FRP award-eligible resources are 5-minute dispatchable and have economic energy bids

in RTM.

  • Forecasted Movement shall apply to all resources that have movement from binding to

the first advisory interval of a given RTPD or RTD market run.

  • Uncertainty Movement for resources classified under the Supply Category shall only

apply to VER resources with DOT Instructions that meet (within tolerance) their VER

  • Forecast. This is a simplification such that uncertainty movement only applies to supply

resources with schedules based on a forecast. Intertie and Load category resources shall still have uncertainty movement calculated. All uncertainty movement is in RTD only.

  • No FRU/FRD bids or self-schedules allowed in RTM, rather FRP prices are set by the
  • pportunity cost based on the submitted economic energy bid.
  • FRP awards are not reserved between markets and re-procured each new market run.

Market Optimization Constraint Additions/Changes:

  • RTM enforces BAA-level and EIM Area FRU and FRD minimum requirements.
  • FRP Surplus Cost Function procures Flexible Ramping Product uncertainty awards up to

the point where the LMP is less than the expected cost of not serving FRP

  • FRU price cap ($247/MWh); FRD price cap (-$152/MWh)
  • FRU/FRD awards prohibited for resources operating in Forbidden Region or undergoing

MSG Configuration Transition

  • Resource Upper/Lower Operating Limits modified to consider FRP Awards;
  • Resource Up/Down Ramping Capability Constraint modified to include FRU and FRD

awards, respectively

  • ISL/ITC import/export constraints will include FRU/FRD in addition to AS awards.

Page 109

slide-110
SLIDE 110

Fall 2016 – Flexible Ramping Product

System Description MasterFile

  • (existing field, read only) MasterFile shall define resource eligibility for FRU and

FRD awards. Resource eligibility parameters are maintained by CAISO (no additional certification required). Although FRP eligible, resources must also have a RTM energy economic bids to receive FRP awards. EIM

  • BSAP UI will provide uncertainty requirement and ramping capacity surplus demand

curve information

  • Existing EIM Flexible Ramping Sufficiency Test will now also perform for downward

flexible ramp capability over the next trading hour on a BAA-basis

  • Introduction of new BAA upward/downward Capacity Constraints, regarding

Available Balancing Capacity (ABC)

  • Flexible Ramp Up (FRU) and Down (FRD) will be procured in RTUC
  • Net Demand Movement shall no longer be considered in the EIM Ramping

Sufficiency Test (instead, Net Forecast Movement will be used)

  • BAAs shall only pass sufficiency tests (both upward and downward) if all intervals of

trade hour have sufficient ramping capability in the respective direction.

  • As transfers may be retracted, partial fulfillment of FRU and FRD is provided for

BAAs with net EIM transfers in the direction relevant to the FRP type ADS [6/7 Update]: Due to prohibitive cost and resource allocation constraints, CAISO shall implement FRP-related functional improvements during the ADS Replacement release in Fall 2017. Therefore for Fall 2016 Release:

  • ADS UI features and APIs shall revert back to their current Production features and

technical specifications, respectively.

  • No deprecation of existing ADS API versions shall be scheduled for Fall 2016

Release

Page 110

slide-111
SLIDE 111

Fall 2016 – Flexible Ramping Product

System Description CMRI

The following shall be provided by CMRI reports and APIs (movement amounts publish T+1):  Movement Calculation Points (FMM and RTD binding and first advisory MW schedules used for both forecasted movement and uncertainty movement calculations)  Forecasted Movement by Resource (FMM and RTD)  Uncertainty Movement by Resource (RTD only)  FRU and FRD Uncertainty Awards by Resource (FMM and RTD)  FRU and FRD Price by Resource, including the following FRU and FRD price sub- components (that sum to the total FRU and FRD prices):  BAA Constraint Shadow Price  EIM Area Constraint Shadow Price  EIM Balancing, Capacity, and Upward/Downward Flexible Ramping Sufficiency Test results by BAA (provided whether pass or fail) Note: Forecasted and Uncertainty Movements are calculated for MSG resources at the plant level.

OASIS

The following shall be provided by OASIS reports and APIs (movement amounts publish T+1):  Demand Forecast by Forecast Zone (ex post) now includes first advisory interval  Hourly and 15-Minute Sufficiency Evaluation Demand Forecasts (ex ante)  Uncertainty Movement by Category Type (Supply, Intertie, Load) (RTD Only)  Histogram and Final Uncertainty Requirements by BAA and by EIM Area (FMM and RTD)  Histogram Surplus Demand Curves by BAA and by EIM Area (FMM and RTD)  FRU and FRD Aggregate Awards by BAA and by EIM Area (FMM and RTD)  FRU and FRD Shadow Price by BAA Group constraint (FMM and RTD; by individual BAA and by EIM Area) Page 111

slide-112
SLIDE 112

Fall 2016 – Flexible Ramping Product

System Description Settlements

  • Settlements shall receive and consume, if relevant, the FMM and RTD resource-

specific flex ramp product awards (FRU and FRD) due to uncertainty, FMM and RTD forecasted movement, RTD uncertainty movement , and price information, including total FRP Price (FRU and FRD) and relevant constraint contribution.

  • Settlements shall also receive relevant category-specific (supply, intertie, and load)

RTD uncertainty movement for FRU and FRD and by relevant constraint contribution.

  • Resource Forecasted Movement shall settle at the FMM FRP price (FRU and FRD),

then settle the RTD incremental movement amount at the RTD FRP price (FRU and FRD). Rescission quantities settle at RTD FRP prices.

  • Resource Uncertainty Movement shall settle on a daily basis with a monthly

resettlement

  • Any FRP rescission shall first apply to the uncertainty award, and then forecasted

movement (if any remaining)

  • Both Forecasted Movement and FRP Award allocations shall apply to BCR
  • FRP rescission payments/charges shall not apply to BCR

Page 112

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SLIDE 113

Fall 2016 – Flexible Ramping Product

System Description BPM changes  Market instruments  Market Operations  Definitions & Acronyms  Settlements & Billing

Page 113

Milestone Type Milestone Name Dates Status

Board Approval Project Approved by Board of Governors Feb 03, 2016

BPMs Post Draft BPM changes Jul 29, 2016 External BRS External Business Requirements Mar 14, 2016

Tariff File Tariff Jul 18, 2016 Config Guides Post Draft Config guides Jun 10, 2016

Tech Spec Publish CMRI Technical Specifications Apr 15, 2016

Publish OASIS Technical Specifications Apr 08, 2016

Publish ADS Technical Specifications Mar 30, 2016

Market Sim Market Sim Window Aug 08, 2016 - Sep 02, 2016 Production Activation Flexible Ramping Product Oct 01, 2016

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SLIDE 114

Fall 2016 – BCR Modifications and VER Settlements

Project Info

Details/Date

Application Software Changes: CMRI, Settlements CMRI: Shall publish the Expected Energy Allocation records with a new market service type ‘FCS’. Note: ‘FCS’ stands for ‘forecast’ and represents capacity above the forecast. Proposed scope Policy Topics:

  • Ramp rate for variable energy resources.
  • Residual imbalance energy settlement for economic bidding variable energy resources.
  • Persistent deviation metric applied to variable energy resources.
  • Default energy bids for economic bidding variable energy resources.
  • Day-ahead metered energy adjustment factor.
  • Tariff clarifications following market issues bulletin.

BPM Changes Settlements and Billing

Page 114

Milestone Type Milestone Name Dates Status

Board Approval Board Approval Jul 01, 2015

BPMs Publish Final Business Practice Manuals (Settlements; Market Settlements Design and Configurations) Aug 31, 2016 External BRS Post External BRS Dec 31, 2015

Tariff File Tariff May 25, 2016

Config Guides Settlements Configuration Guide Apr 08, 2016

Tech Spec Publish Technical Specifications (CMRI) Apr 15, 2016

Market Sim Market Sim Window Aug 08, 2016 - Sep 02, 2016 Production Activation BCR Modification and VER Settlement Oct 01, 2016

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SLIDE 115

Fall 2016 – Acceptable Use Policy – CMRI

Project Info Details/Date Application Software Changes Scope includes enforcement of Acceptable Use Policy for CMRI services to support the full implementation of 1 call per service per identity (as designated by certificate) every 5 seconds.

Page 115

Milestone Type Milestone Name Dates Status

Board Approval Board Approval N/A BPMs BPMs N/A External BRS External BRS N/A Tariff Tariff N/A Config Guides Config Guide N/A Tech Spec Tech Spec N/A Market Sim Market Sim Window Aug 08, 2016 - Sep 02, 2016 Production Activation Acceptable Use Policy - CMRI Oct 01, 2016

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SLIDE 116

Fall 2016 – PIRP Decommissioning

Project Info

Details/Date

Application Software Changes: PIRP/CMRI

  • Forecast Data Reporting (resource-level) that was performed in

PIRP will be done in CMRI. Rolling Hour Ahead, Locked Hour Ahead, and Rolling Day-Ahead forecasts

  • CMRI to receive the Electricity Price Index for each resource and

publish it to the Market Participants.

  • PIRP Decommissioning to occur 1 December, 2016

BPM Changes CMRI Technical Specification; New APIs will be described. Business Process Changes MPs will receive the VER reports from CMRI rather than PIRP.

Page 116

Milestone Type Milestone Name Dates Status

Board Approval Board Approval N/A External BRS External Business Requirements Jun 29, 2015

Tariff Tariff Filing Activities N/A Config Guides Settlements Configuration N/A Tech Spec Publish Technical Specifications (CMRI: PIRP Decommissioning) Feb 05, 2016

Tech Spec Publish Technical Specifications (CMRI; Wind and Solar) Apr 15, 2016

Market Sim PIRP Decommissioning, CMRI Reports, Forecasting Aug 08, 2016 - Sep 02, 2016 Production Activation PIRP Decommissioning, CMRI Reports, Forecasting Oct 01, 2016

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SLIDE 117

Fall 2016 – EIM Year 1 Enhancements Phase 2

Page 117

System Description Master File EIM transfer limit congestion treatment:

  • Define ISL/ITC for multiple ETSR scheduling limits
  • Define ISL/ITC for EIM BAA to support FMM
  • Remove GHG bid CAP from MF, always use ECIC/RLC

IFM/RTM EIM transfer limit congestion treatment

  • EIM transfer congestion component by BAA share
  • EIM transfer limit subject to LMPM
  • Allow multiple ETSR limits in ISL/ITC constraint
  • Enforce ISL for EIM BAA by intertie

Include Loss component in LMP for SP-Tie

BSAP

EIM entity shall submit base schedule to reflect latest information from e-tags, not limited to approved e-tags.

CMRI

  • Publish GHG bid Cap (CMRI)
  • Publish after fact EIM interchange schedules

OASIS

  • Publishing by type of constraints, include EIM Transfer Constraints, HVDC, and other

constraints.

  • Allow API for GHG bid at public bids
  • Publish base NSI for EIM BAA along with Base schedule test results at T-75, T-55 and

T-40

  • Publish LMP with Loss component for SP-tie
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SLIDE 118

Fall 2016 – EIM Year 1 Enhancements Phase 2 (cont.)

Project Info Details/Date BPM Changes

Energy Imbalance Market

Business Process Changes

Manage market and grid, Manage operations support and Settlements

Page 118

Milestone Type Milestone Name Dates Status

Board Approval Board Approval occurred in year 1 phase 1 N/A BPMs Post Draft BPM changes Aug 23, 2016 External BRS External Business Requirements Feb 16, 2016

Tariff File Tariff Aug 01, 2016 Config Guides Post Draft Config guides N/A Tech Spec Publish CMRI Technical Specifications Apr 12, 2016

Publish OASIS Technical Specifications Apr 08, 2016

Publish Master File Technical Specifications Apr 21, 2016

Market Sim Market Sim Window Aug 08, 2016 - Sep 02, 2016 Production Activation EIM Year 1 – Phase 2 Oct 01, 2016

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SLIDE 119

Fall 2016 - Energy Storage and Distributed Energy Resources (ESDER)

Project Info

Details/Date

Status Scope and Application Changes 2015 scope:

  • 1. NGR model enhancement:

a. Update documentation on NGR to ISO BPMs to capture material and clarifications b. Clarify how the ISO uses state of charge in market optimization. c. Allow initial state of charge as a submitted parameter in the day-ahead market. (SIBR) d. Allow option to not provide energy limits or have ISO co-optimize an NGR based on state of charge (SIBR, IFM/RTM)

  • 2. PDR/RDRP enhancement:

a. Support alternative performance evaluation method: MGO b. Support Baseline Type-II

  • 3. Multiple use applications:
  • a. DERA provides services to distribution system and wholesale market
  • b. DERA provides services to end-use customers and wholesale market

Include provisions: 1. Daily SQMD for DERA; 2. Settle DERA deviation through UIE; 3. Not address potential double payment; 4. No limitation DERA for distribution system; 5. treat PDR/RDRR as serve end-use and wholesale market. Page 119

Milestone Type Milestone Name Dates Status

Board Approval Board Approval Feb 04, 2016

BPMs Post Draft BPM changes Aug 03, 2016 External BRS Post External BRS May 05, 2016

Tariff File Tariff Submission May 20, 2016

Config Guides Draft Configuration Guide N/A Tech Spec Create ISO Interface Spec (Tech spec) N/A Post Release Notes (No API Changes) Jun 20, 2016

Market Sim Market Sim Window Aug 08, 2016 - Sep 02, 2016 Production Activation Storage and Aggregated DER Oct 01, 2016

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SLIDE 120

2017 - Real Time Dispatch Local Market Power Mitigation

Project Info

Details/Date

Application Software Changes

  • CMRI – Display mitigated bids from RTD process
  • Oasis (Open Access Sametime Information System): Display

RTD reports for Market Clearing, the Pnode clearing, similar to current RTPD reports

  • RTM (Real Time Market)
  • RTPD: Perform the LMPM run as an integral part of the

binding interval RTPD run

  • RTD: Proposed mitigation in RTD run would work the same

way as the current RTPD run BPM Changes

  • Energy Imbalance Market (EIM): under the proposed RTD method,

bids are not necessarily mitigated for the whole hour

  • RTD MPM will work the same way as the current RTPD MPM

Business Process Changes

  • Manage Markets & Grid
  • ATF – System Operations: Add MPM Application to Real Time and

annotate inputs and outputs

  • ATF – System Operations, Real Time: Add MPM to diagram with

inputs and outputs

  • Level II – Manage Real Time Operations – maintain balancing area

Page 120

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SLIDE 121

2017 - Real Time Dispatch Local Market Power Mitigation (cont.)

Page 121 Project CMRI OASIS ADS RTD LMPM Update (add RTD results): MPMResults v3 Update (add RTD results)-

  • PRC_MPM_RTM_LMP
  • PRC_MPM_RTM_NOMOGRAM
  • PRC_MPM_RTM_NOMOGRAM_CMP
  • PRC_MPM_RTM_FLOWGATE
  • PRC_MPM_CNSTR_CMP
  • PRC_MPM_RTM_REF_BUS
  • ENE_MPM

N/A

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SLIDE 122

2017 - Real Time Dispatch Local Market Power Mitigation (cont.)

Page 122

Milestone Type Milestone Name Dates Status

Board Approval Board of Governors (BOG) approval Mar 24, 2016

BPMs Publish Final Business Practice Manuals Sep 30, 2016 Post Draft BPM changes (RTD MPM) Sep 01, 2016 Post Draft BPM changes (EIM) Sep 01, 2016 External BRS Post External BRS Apr 08, 2016

Tariff File Tariff Jun 21, 2016

Receive FERC order Dec 01, 2016 Pre-Tariff Filing QRB N/A Tech Spec Publish Technical Specification - OASIS Apr 08, 2016

Publish Technical Specification - CMRI Apr 14, 2016

Market Sim Market Sim Window Nov 01, 2016 - Dec 15, 2016 Production Activation RTD - Local Market Power Mitigation Enhancement Jan 30, 2017

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SLIDE 123

2017 – Congestion Revenue Rights (CRR) Clawback Modifications

Project Info

Details/Date

Application Software Changes MQS/CRR Clawback: If import bid <= day-ahead price, then the import is not considered a virtual award. If export bid >= day-ahead price, then the export is not considered a virtual award. If an import/export bid/self-schedule in real-time market is less than the day-ahead schedule, then the difference shall be still subject to CRR clawback rule. CRR clawback rule should include convergence bids cleared on trading hubs and load aggregation points in the flow impact used to determine if the 10% threshold is reached. Inform Market Participants of CRR annual allocation/auction for 2017. BPM Changes Market Operations Appendix F Business Process Changes

Page 123

Milestone Type Milestone Name Dates Status

Board Approval Board of Governors (BOG) approval June 28-29, 2016

BPMs Post Draft BPM changes TBD External BRS Post External BRS TBD Tariff File Tariff 2016 Tech Spec N/A Market Sim N/A Production Activation CRR Clawback modifications 2017

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SLIDE 124

Fall 2017 - Bidding Rules Enhancements – Part B

Page 124

Project Info Details/Date Application Software Changes

Developments under consideration include:

  • MasterFile:
  • Provide ability to submit requests for new fuel regions (Policy Section 8.1.1.3)
  • Include resource-specific start-up electricity costs in proxy costs based on wholesale

projected electricity price, unless resource verifies costs incurred are retail rates (RDT change)

  • Allow ability to submit a weighting when using a more than one fuel region.
  • Automation of the Aliso Canyon process for creating NEW Fuel Regions
  • OASIS:
  • Publish fuel regions (public information)

Business Process Change

Manage Transmission & Resource Implementation, Manage Entity & Resource Maintenance Updates, Manage Full Network Model Maintenance, manage Market Quality System (MQS)

BPMs

Market Instruments, Market Operations, Reliability Requirements

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SLIDE 125

Fall 2017 - Bidding Rules Enhancements – Part B (cont.)

Page 125

Milestone Type0 Milestone Name Dates Status

Board Approval BOG Approval Mar 25, 2016

BPMs Post Draft BPM changes TBD External BRS External Business Requirements TBD Tariff File Tariff April 18, 2016 Receive FERC order TBD Config Guides Prepare Draft Configuration Guides TBD Tech Spec Create ISO Interface Spec (Tech spec) TBD Market Sim Market Sim Window TBD Production Activation Bidding Rules Part B Oct 01, 2017

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SLIDE 126

Fall 2017 - Reliability Services Initiative Phase 1B

Project Info Details/Date Status

Application Software Changes Developments under consideration include: Scope:

  • Default flexible qualifying capacity provisions for phase 2 consideration (we might

need data collection performed in order to support RSI Phase 2

  • Redesign of Replacement Rule for System RA and Monthly RA Process
  • RA Process and Outage Rules for implementation for 2017 RA year
  • Scope not delivered in RSI Phase 1A (Grandfathered Contracts, RAAM

Decommissioning – SCP & CPM screens from RAAM to CIRA, Acquired Contracts, OASIS reporting, web services related to APIs for CSP offers, APIs for Generic/Flex Substitutions, and Release of Generic/Flex Subs – UI & API)

Impacted Systems:

  • CIRA
  • OASIS
  • Integration (B2B)
  • Decommission RAAM

Business Process Changes Manage Market & Reliability Data & Modeling

Page 126

Milestone Type Milestone Name Dates Status

Board Approval Board of Governors Approval May 12, 2015

BPMs Draft BPM Changes TBD External BRS Post External BRS TBD Tariff File Tariff TBD Receive FERC order TBD Config Guides Config Guide TBD Tech Spec Create ISO Interface Spec (Tech spec) TBD Market Sim Market Sim Window TBD Production Activation Commitment Costs Phase 3 Oct 01, 2017

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SLIDE 127

Project Info Details/Date

Application Software Changes Scope: 1. Clarify use-limited registration process and documentation to determine opportunity costs 2. Each submission evaluated on a case-by-case basis to determine if the ISO can calculate opportunity costs

  • ISO calculated; Modeled limitation
  • Market Participant calculated; Negotiated limitation

3. Enhanced definition of “use-limited” in response to FERC’s rejection of the proposed definition in Cost Commitment Enhancements Phase 2 4. Change Nature of Work attributes (Outage cards)

  • 1. Modify use-limited reached for RAAIM Treatment
  • 2. Add new demand response nature of work attribute for RDRR and PDR

Impacted Systems:

  • 1. CIRA
  • 2. CMRI
  • 3. IFM/RTN
  • 4. SIBR
  • 5. MasterFile
  • 6. OASIS
  • 7. OMS
  • 8. Settlements

BPM Changes Market Instruments, Outage Management, Reliability Requirements, Market Operations Business Process Changes Level II – Manage Reliability Requirements Level II – Manage Day Ahead Market

Page 127

Fall 2017 - Commitment Cost Enhancements Phase 3

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SLIDE 128

Page 128

Fall 2017 - Commitment Cost Enhancements Phase 3 (cont.)

Milestone Type Milestone Name Dates Status

Board Approval Board of Governers (BOG) Approval Mar 25, 2016

BPMs Post Draft BPM changes TBD External BRS Post External BRS TBD Tariff File Tariff TBD Receive FERC order TBD Config Guides Config Guide TBD Tech Spec Create ISO Interface Spec (Tech spec) TBD Market Sim Market Sim Window TBD Production Activation Commitment Costs Phase 3 Oct 01, 2017

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SLIDE 129

Fall 2017 - Stepped Constraints

Project Info

Details/Date

Application Software Changes The ISO market applies stepped penalty prices to certain constraints in the market: (1) the power balance constraint, (2) transmission constraints, and (3) energy imbalance market transfer constraints, These changes would apply different penalty prices for infeasibilities depending on the level of constraint relaxation or potentially other criteria BPM Changes Yes Business Process Changes N/A

Page 129 Milestone Type Milestone Name Dates Status Board Approval Board approval TBD BPMs BPM Updates TBD External BRS External BRS TBD Tariff Tariff Filing TBD Config Guides Configuration Guides not required N/A Tech Spec No Tech Specifications Required N/A Production Activation Stepped Constraints Activation TBD

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SLIDE 130

Fall 2017 - Contingency Modeling Enhancements

Project Info

Details/Date

Application Software Changes

  • IFM/RTN: Adds a preventive-corrective constraint to the market co-
  • ptimization
  • OASIS/CMRI: Publish preventive-corrective capacity awards with

associated LMPC

  • Settlements: Payment and charges for corrective capacity awards,

allocation of cost of the corrective capacity constraint, no-pay provisions, bid cost recovery BPM Changes Manage Full Network Model, Market Operations, Market Instruments, Settlement and Billing, Definitions and Acronyms

Page 130

Milestone Type Milestone Name Dates Status

Board Approval Present Draft Final Proposal at BOG Jun 23, 2016 External BRS External Business Requirements TBD Post External BRS TBD Config Guides Complete ClearTrust Configuration document TBD Config Guide TBD Market Sim Market Sim Window TBD Production Activation Contingency Modeling Enhancement - Fall 2017 Release Oct 01, 2017

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SLIDE 131

Fall 2017 - ADS UI Replacement

Milestone Details/Date Status Application Software Changes Port client from Delphi to new common user interface (ADS Query Tool and Real Time Functionality) BPM Changes N/A Business Process Changes N/A Board Approval N/A External Business Requirements N/A Updated BPMs N/A Technical Specifications N/A Draft Configuration Guides N/A Market Simulation TBD Tariff N/A Production Activation Fall 2017

Page 131

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SLIDE 132

TBD - Additional Data Transparency Enhancements (OASIS API

changes)

Page 132 Project OASIS Data Transparency

Atlas Reference: 1) Price Correction Messages (ATL_PRC_CORR_MSG) 2) Scheduling Point Definition (ATL_SP) 3) BAA and Tie Definition (ATL_BAA_TIE) 4) Scheduling Point and Tie Definition (ATL_SP_TIE) 5) Intertie Constraint and Scheduling Point Mapping (ATL_ITC_SP) 6) Intertie Scheduling Limit and Tie Mapping (ATL_ISL_TIE) Energy 1) EIM Transfer Limits By Tie (ENE_EIM_TRANSFER_LIMITS_TIE) 2) EIM Transfer By Tie (ENE_EIM_TRANSFER_TIE) 3) Wind and Solar Summary (ENE_WIND_SOLAR_SUMMARY) Prices 1) MPM Default Competitive Path Assessment List (PRC_MPM_DEFAULT_CMP) 2) Real-Time Load Aggregation Point Settlement Prices

  • Independent changes,

won’t impact existing services

  • Will be made available in

Production and cutover schedule is discretionary

Milestone Type Milestone Name Dates Status

Board Approval Board Approval N/A External BRS External Business Requirements TBD Tariff Tariff Filing Activities N/A Config Guides Settlements Configuration N/A Tech Spec Publish Technical Specifications TBD Market Sim Data Transparency TBD Production Activation Data Transparency TBD

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SLIDE 133

Market Performance and Planning Forum 2016 Schedule

  • September 20
  • November 17

Please submit questions or meeting topic suggestions through CIDI; select the “Market Performance and Planning Forum” category.

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