Settlements Forum 2019 Q4 Rachel Likover Market Analysis & - - PowerPoint PPT Presentation

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Settlements Forum 2019 Q4 Rachel Likover Market Analysis & - - PowerPoint PPT Presentation

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Disclaimer for Customer Training: ISO New England (ISO) provides training December 5, 2019 to enhance participant and stakeholder understanding. Not all issues and WebEx Broadcast requirements are addressed by the training. Consult the effective

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SLIDE 1 ISO-NE PUBLIC Disclaimer for Customer Training: ISO New England (ISO) provides training to enhance participant and stakeholder understanding. Not all issues and requirements are addressed by the training. Consult the effective Transmission, Markets and Services Tariff and the relevant Market Manuals, Operating Proceduresand Planning Proceduresfor detailed information. In case of a discrepancy between training provided by ISO and the Tariff or Procedures, the meaning of the Tariff and Procedures shall govern. ISO-NE PUBLIC

WebEx Broadcast

Market Analysis & Settlements

Rachel Likover

Settlements Forum

2019 Q4

December 5, 2019

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SLIDE 2 ISO-NE PUBLIC

Topics ics

Informational Items

  • Formatting ISO New England Settlement Reports with the

Market Information Server (MIS) Report Macro-Enabled Add-In

  • Reference Material: Ask ISO Community
  • 2020 Meeting Dates

Upcoming Market/Settlement Changes

  • Energy Storage Devices – December 2019 Enhancement

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Upcoming Market/Settlement Changes

  • Energy Storage Devices Enhancement

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SLIDE 4 ISO-NE PUBLIC

Joint ISO-NE/NEPOOL Filing

  • April 1, 2019 (Implemented)

‒ Binary storage facilities, continuous storage facilities ‒ Storage facilities as small as 1 MW can participate

  • December 1, 2019 (New)

‒ Enhancements to rules on participation as ESD ‒ Electric storage facility charging load may be exempted from Open Access Transmission Tariff (OATT) Regional Network Service (RNS) cost allocation

  • Identify charging load in submittal of:

Regional Network Load Configuration Change Request form

Energy Storage Devices (ESD)

December 2019 * Joint ISO-NE/NEPOOL FERC Filing

ER19-84-000 ER19-470-000

See the ESD Project’s:

  • Customer Readiness page
  • ESD webinar presentation or recording

See Settlements Forum:

  • Q4 2018 presentation or recording

* New 60-day compliance obligation

Links to FERC filings active in .pdf version. 4

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Informational Items

  • Formatting ISO New England Settlement Reports with the MIS Report Macro-Enabled Add-In

– Reference Material: Ask ISO Community

  • Settlements Forum Dates
  • Questions

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SLIDE 6 ISO-NE PUBLIC

MIS Reports are issued to secure FTP server

  • Reports are in Comma Separated Value (.csv) format
  • .csv files can be bulk loaded into database
  • .csv files can also be opened with Excel
  • An add-in for Excel is now available for creating formatted files
  • The add-in works in conjunction with template files that are published with the

MIS descriptions

ISO New England Settlement Reporting

Market Information Server (MIS) Reports

FTP: File Transfer Protocol

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What do MIS report .csv files look like?

Example: File opened in a text editor (e.g. Notepad)

This is an MIS report .csv file*

  • pened in a text editor. This

view shows the report data in raw comma delimited format. * This example shows the Day Ahead Energy Market Locational Settlement Report

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What do MIS report .csv files look like?

Example: File opened in Microsoft Excel 2016

* This example shows the Day Ahead Energy Market Locational Settlement Report This is an MIS report .csv file*

  • pened in Microsoft Excel.

Excel separates the data into columns and rows.

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SLIDE 9

What do MIS report .csv files look like?

Example: File formatted using Excel add-in

This is an MIS report .csv file *

  • pened in Microsoft Excel using

the macro-enabled add-in. The data in the file is presented a formalized report format. * This example shows a picture of the first few columns of the Day Ahead Energy Market Locational Settlement Report

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SLIDE 10

What do MIS report .csv files look like?

Example: Excel Add-in provides additional sorting and filtering capabilities

* This example shows the Day Ahead Energy Market Locational Settlement Report Sorting and filtering options are available in dropdown arrows for each column.

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What do MIS report .csv files look like?

Example: File with multiple sections, opened in Excel

MIS report .csv file* with multiple sections, opened in Excel without the add-in. The same MIS report .csv file*, formatted with the add-in. The multiple sections are each assigned to a separate worksheet in the workbook. (Worksheet tabs displayed along the bottom of file.) * This example shows the Real-Time Net Commitment Period Compensation Settlement Summary Report

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SLIDE 12 ISO-NE PUBLIC

Ask ISO Community articles are available to help you:

  • Install the add-in
  • Use the add-in to format.csv files
  • Customize the add-in

‒ Optional feature ‒ Create buttons or function keys to format a CSV file automatically after opening in Excel

Need help? Ask ISO Customer Support!

New tutorials explain how to use the MIS Report Format Add-in for Excel

Share with your IT support for installation on your system!

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Welcome to the Ask ISO Community,

  • ur easy-to-search,

self-help center!

askiso.force.com

Login to submit cases Find help cases and articles in one search!

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  • You must download and unzip the report template

files before using the Excel add-in*

  • In the future, you may need to replace some or all of

your template files when MIS Report descriptions are created or modified

‒ Templates for all files are posted with “All Reports” ‒ Individual templates are also posted for each report ‒ You can replace all templates with “All Reports” posting ‒ Or, add/replace individual template for new or modified reports

MIS Report Templates for the Excel Add-in

Templates are necessary for creating the formatted MIS reports

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Occasionally, MIS report descriptions are enhanced with no change in data columns. In this case, the template does not change, and updating your set of template files is not necessary. To see or get status updates of MIS Report descriptions/templates:

  • Visit the MIS Report Descriptions, Templates, and Samples page
  • Review MIS Report Issue notices on the ISO Calendar
  • Subscribe to the MIS Report Issues Notices (email link)

* The add-in installation instructions show you how to download the templates

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Settlements Forum Dates 2019

  • Thursday, March 7 at 10:00 AM
  • Thursday, June 6 at 10:00 AM
  • Thursday, September 5 at 10:00 AM
  • Thursday, December 5 at 10:00 AM

Q1 Q2 Q3 Q4

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SLIDE 15 ISO-NE PUBLIC
  • Q1

Q2 Q3 Q4

Settlements Forum Dates 2020

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Thursday, March 5 at 10:00 AM Thursday, June 4 at 10:00 AM Thursday, September 3 at 10:00 AM Thursday, December 3 at 10:00 AM

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