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

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 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. Settlements Forum 2019 Q4 Rachel Likover Market Analysis & Settlements ISO-NE PUBLIC ISO-NE PUBLIC

Topics ics Upcoming Market/Settlement Changes  • Energy Storage Devices – December 2019 Enhancement 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 ISO ISO-NE PUBLIC I SO- -N NE E P PU UB BLI LIC C 2

ISO-NE PUBLIC Upcoming Market/Settlement Changes • Energy Storage Devices Enhancement  ISO-NE PUBLIC ISO ISO-NE PUBLIC I SO- -N NE E P PU UB BLI LIC C 3

Energy Storage Devices (ESD)  December 2019 * Joint ISO-NE/NEPOOL Filing • April 1, 2019 (Implemented) Joint ISO-NE/NEPOOL FERC Filing ‒ Binary storage facilities, continuous storage facilities ‒ Storage facilities as small as 1 MW can participate ER19-84-000 • December 1, 2019 (New) ER19-470-000 ‒ Enhancements to rules on participation as ESD Links to FERC filings active in .pdf version. ‒ Electric storage facility charging load may be exempted See the ESD Project’s: from Open Access Transmission Tariff (OATT) Regional • Customer Readiness page Network Service (RNS) cost allocation • ESD webinar presentation or recording • Identify charging load in submittal of: See Settlements Forum: Regional Network Load Configuration Change Request form • Q4 2018 presentation or recording * New 60-day compliance obligation ISO ISO-NE PUBLIC I SO- -N NE E P PU UB BLI LIC C 4

ISO-NE PUBLIC 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  ISO-NE PUBLIC ISO-NE PUBLIC 5

ISO New England Settlement Reporting Market Information Server (MIS) Reports 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 FTP: File Transfer Protocol ISO-NE PUBLIC ISO I SO- -N NE E P PU UB BLI LIC C 6

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* opened 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 7

What do MIS report .csv files look like? Example: File opened in Microsoft Excel 2016 This is an MIS report .csv file* opened in Microsoft Excel. Excel separates the data into columns and rows. * This example shows the Day Ahead Energy Market Locational Settlement Report 8

What do MIS report .csv files look like? Example: File formatted using Excel add-in This is an MIS report .csv file * opened 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 9

What do MIS report .csv files look like? Example: Excel Add-in provides additional sorting and filtering capabilities Sorting and filtering options are available in dropdown arrows for each column. * This example shows the Day Ahead Energy Market Locational Settlement Report 10

What do MIS report .csv files look like? Example: File with multiple sections, opened in Excel The same MIS report .csv file*, formatted with the add-in. The MIS report .csv file* with multiple sections are each multiple sections, opened in assigned to a separate Excel without the add-in. 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 11

New tutorials explain how to use the MIS Report Format Add-in for Excel Share with your IT support for installation on your system! Ask ISO Community articles are available to help you: • Install the add-in Find help cases and Login to • Use the add-in to format.csv files articles in one search! submit cases • Customize the add-in Welcome to the Ask ‒ Optional feature ISO Community, ‒ Create buttons or function keys to format a our easy-to-search, CSV file automatically after opening in Excel self-help center! askiso.force.com Need help? Ask ISO Customer Support! ISO ISO-NE PUBLIC I SO- -N NE E P PU UB BLI LIC C 12

MIS Report Templates for the Excel Add-in Templates are necessary for creating the formatted MIS reports • 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 To see or get status updates of MIS Report descriptions/templates: ‒ You can replace all templates with “All Reports” posting • Visit the MIS Report Descriptions, Templates, and Samples page • Review MIS Report Issue notices on the ISO Calendar ‒ Or, add/replace individual template for new or modified • Subscribe to the MIS Report Issues Notices (email link) reports 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. * The add-in installation instructions show you how to download the templates ISO ISO-NE PUBLIC I SO- -N NE E P PU UB BLI LIC C 13

Settlements Forum Dates 2019  • Thursday, March 7 at 10:00 AM Q1 • Q2 Thursday, June 6 at 10:00 AM • Q3 Thursday, September 5 at 10:00 AM • Q4 Thursday, December 5 at 10:00 AM ISO ISO-NE PUBLIC I SO- -N NE E P PU UB BLI LIC C 14

Settlements Forum Dates 2020  • Thursday, March 5 at 10:00 AM Q1 • Q2 Thursday , June 4 at 10:00 AM • Q3 Thursday, September 3 at 10:00 AM • Q4 Thursday, December 3 at 10:00 AM ISO ISO-NE PUBLIC I SO- -N NE E P PU UB BLI LIC C 15