presentation - independent and fall 2016 release aug 22, 2016

Market Simulation – Independent and Fall 2016

Release Phase 2

Christopher McIntosh

Lead Market Simulation Coordinator

Independent and Fall 2016 Release Market Simulation Phase 2

August 22, 2016

Agenda• Independent and Fall 2016 MAP Stage Availability

• CMRI Fall 2016 Tech Spec Update

• Independent and Fall 2016 Market Simulation Initiatives and Timelines

• Reliability Services Initiative (RSI) and Capacity Procurement Mechanism

Replacement (CPM) Initiative Phase 2 Simulation Timeline

• Known Issues List – RSI/CPM

• RSI/CPM Scenario Tracking

• OMAR Online Replacement

• Known Issues List – OMAR Online Replacement

• ACL Groups for OMAR (MRI-S) and PIRP (CMRI) replacement

• EIM Year One Phase 2

• Bid Cost Recovery and Variable Energy Resources

• Forecasting and Data Transparency

• Frequency Response (BAL-003)

• CMRI Acceptable Use Policy

• Energy Storage and Distributed Energy Resources Phase 1

• Flexible Ramping Product Simulation Timeline

• Next Steps

• Reference Slides

MAP Stage Scheduled Maintenance –

Current Environment Outages – CMRI API and GUI, MF API re-opened today.

CIRA API opened.

MAP Stage Daily Maintenance Window – Tuesday, Wednesday and Thursday

16:00 - 20:00

MAP Stage Weekly Maintenance Window – Monday 09:00 - Tuesday 09:00

Independent and Fall 2016 Releases MAP Stage

Availability

CMRI Fall 2016 Release Tech Specs Updated

The ISO posted the following technical documents for the CMRI application release version 6.13.x, which are available on the ISO website at:

• Interface Specification for CMRI v3.5.4 (Fall 2016 Release) - Clean http://www.caiso.com/Documents/CMRI-InterfaceSpecification_v3_5_4Clean_Fall2016Release.pdf

• Interface Specification for CMRI v3.5.4 (Fall 2016 Release) - Redline http://www.caiso.com/Documents/CMRI-InterfaceSpecification_v3_5_4Redline_Fall2016Release.pdf

• Artifacts Package v1.4 (Fall 2016 Release) http://www.caiso.com/Documents/CMRI-ArtifactsPackage_v1_4_Fall2016Release.zip

• CMRI Fall 2016 Release Notes v1.0 http://www.caiso.com/Documents/CMRI-ReleaseNotes_v1_0Clean_Fall2016Release.pdf

Market Notice Link -

http://caisocommunications.com/public/viewmessage/html/36997/hsr86mxb8ytfxy8

pseyddy8n9g431

http://caisocommunications.com/public/viewmessage/html/36997/hsr86mxb8ytfxy8pseyddy8n9g431

Independent and Fall 2016 Releases Market Simulation

Phase 1 and 2 Initiatives and Timelines

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 PSE7/6/2016 7/29/2016 7/6/2016

Arizona Public Service and Puget Sound Energy

OMAR Replacement 7/7/2016 9/23/2016 EIM Entities and ISO MPs

RSI/CPM Structured Scenario Testing (Independent) 7/19/2016 8/26/2016 7/19/2016 ISO MPs

Fall 2016 Release Market Simulation Phase 2

RSI/CPM Unstructured Testing (Independent) 8/23/2016 9/23/2016 ISO MPs

DRRS Enhancements Phase 2 (Independent) 9/6/2016 9/23/2016 EIM Entities and ISO MPs

Energy Imbalance Market - One Year Enhancements Phase 2 8/23/2016 9/23/2016

Arizona Public Service, NV Energy, PacifiCorp and Puget

Sound Energy

BCR/VER 8/23/2016 9/23/2016 EIM Entities and ISO MPs

Frequency Response (BAL-003) 8/23/2016 9/23/2016 ISO MPsCMRI AUP 8/23/2016 9/23/2016 EIM Entities and ISO MPs

ESDER 8/23/2016 9/23/2016 EIM Entities and ISO MPs

Flexible Ramping Product 8/23/2016 9/23/2016 8/29/2016 EIM Entities and ISO MPs

Forecasting and Data Transparency/PIRP Application Decommissioning 8/23/2016 9/23/2016

EIM Entities and ISO MPs

Reliability Services Initiative (RSI) and Capacity Procurement

Mechanism Replacement (CPM) Phase 2 SimulationThe RSI/CPM Initiatives Phase 2 Market Simulation Structured/Unstructured

timeline –

• RSI/CPM Market Simulation – July 18, 2016 - September 23, 2016

Structured Simulation Execution Timeline –

• Week 1/2 Scenarios (1B, 2B, 3B and 4B) – July 19, 2016 - July 21, 2016

• Week 3 Scenarios (6B,7B an 8B) – August 23, 2016 - August 25, 2016, for Trade Dates August 24,

2016 and August 25, 2016

• Week 3 Scenarios Bridge –

RSI/CPM Daily Simulation Calls - ISO Hosted Calls - 09:00-10:00 AM

Bridge – 866-528-2256, 7367982#

CIRA API MOO Flag Timeline –

• API Unstructured Testing – August 22, 2016 - September 23, 2016

Updated Configuration file - http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=65F174E1-4AAB-4FE8-

9577-8A5EB1A02660

Structured Scenarios Document - http://www.caiso.com/Documents/2015-2016_ReliabilityServices-

CapacityProcurementMechanismReplacementMarketSimulationPlan.xls

http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=65F174E1-4AAB-4FE8-9577-8A5EB1A02660

http://www.caiso.com/Documents/2015-2016_ReliabilityServices-CapacityProcurementMechanismReplacementMarketSimulationPlan.xls

RSI and CPM Known Issues Open -

# System Summary Status Estimated Fix Date

1 CIRA CIDI 183204 - MKT SIM Jul16 Obligation Reports Peak Demand Showing Not

Reflecting Subset of Days Resource

Open TBD

2 CIRA CIDI 182997 - CIRA RA report for the month of July in MAP stage, there are no

values

Open Temporary workaround

in place - Final solution

TBD

3 OMS OMS is not auto populating end on end of the month if user choose nature of work

as "monthly use limit reached"

Open TBD

4 OMS CIDI 180692 - OMS is not auto populating end on end of the year if user choose

nature of work as "annual use limit reached"

Open TBD

5 CIRA Sorting on 'View Bilateral Trades' screen does not work Open TBD

6 CIRA CIRA Annual CSP offer set shows Resources without NQC or EFC Postponed Road Map Item

7 CIRA CIRA shows double warning message when LSE claims more MW in their RA

plan

Open TBD

8 CIRA CIRA Reset option for Supply Plan Upload is not working Open TBD

9 Settlements CIDI 183538 - Resources receiving DA Regulation Up Awards must self schedule

in RT, impacting RT Flex Availability

Open 8/24/2016

10 Settlements CIDI 183796 – Adjust Flex and Flex CPM bid obligation quantities to forecast New 8/24/2016

RSI/CPM Market Simulation Scenario Tracking

Time Period Description Progress

Week 1/2 -1B, 2B, 3B, 4B

1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Monday 7/18 AM.

1.Complete

2.No showstopper known issues for week 1 and 2 scenarios. 2.Complete

3.Structured Scenarios 1B – 4B must be fully executed and successful bid to market output.

3.Complete

Scenario 5B

1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Monday 4/26 AM.

1.Complete

2.No showstopper known issues for week scenarios 5B. 2.Complete

3.Receive complete TD 4/28 settlement statements for Scenarios 5B. 3.Complete

Week 3 – 6B, 7B, 8B

1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Tuesday the week of scenario execution, 8/24.

1. To be Rerun

2.No showstopper known issues for week 3 scenarios. 2. To be Rerun

3.Receive complete settlement statements for Scenarios 1B – 4B. 3. To be Rerun

4.Structured Scenarios 6B – 8B must be fully executed and successful bid to market output.

4. To be Rerun

OMAR Online Replacement Simulation

The OMAR Online Replacement Market Simulation timeline –

• July 7, 2016 - September 23, 2016 Unstructured

• MRI-S for metering API - available July 7, 2016

• MRI-S for metering GUI - available August 11, 2016

No historical data will be migrated in MAP Stage, all data must be uploaded to

be retrieved.

• OMAR Online Replacement initiative Tech Spec –

http://www.caiso.com/Documents/OMAROnlineReplacementTechnicalSpeci

ficationClean_v16.pdf

http://www.caiso.com/Documents/OMAROnlineReplacementTechnicalSpecificationClean_v16.pdf

OMAR Replacement Known Issues Open -

# System Summary Status Estimated Fix

Date

1 MRI-S CIDI 183396 – In specific instances MPs are unable to retrieve

batch validation status from OMAR replacement API

Open TBD

* ACL group creation to filter for a read only role at the resource level is not

currently available

ACL Groups for OMAR (MRI-S) and PIRP (CMRI)

Replacement

ACL (Access Control List) functionality –

• Ability to use ACL groups for the read only role for both the OMAR (MRI-S)

and PIRP (CMRI) is currently unavailable

• Work around is to continue to use existing OMAR and PIRP applications for

read only roles filtered at the resource level

• Target is to have this functionality available in the Fall Release

• Adequate time for testing the new read only roles in the Map-Stage

environment will be made available, including post 10/1

OMAR Use Cases

ISO Polled Meter data

• Ability to use the new MRI-S application to view meter data for all resources

mapped to a specific SCID

• All meter data will be available to view in OMAR with the existing read only

roles

• Work around is to continue to use existing OMAR application until the read

only MRI-S role is available

SC Submitted Meter data

• Ability to use the new MRI-S application to submit Meter data via the new

MRI-S application

• Meter data submitted via MRI-S WILL NOT BE VIEWABLE USING THE

EXISTING OMAR APPLICATION

• Work around is to continue to use existing OMAR application until the read

only MRI-S role is available

PIRP Use Cases

• Ability to use the new CMRI application to view data for all resources

mapped to a specific SCID is available

• Ability to view a subset of resources mapped to a specific SClD is not

available

• Work around is to continue to use PIRP until the ACL CMRI role is available

EIM Year One Enhancements Phase 2 Simulation

The EIMY1P2 Market Simulation Timeline –

• EIMY1P2 Market Simulation – August 23, 2016 - September 23, 2016

Unstructured Simulation Unstructured Execution Timeline -

• Unstructured Testing Support – August 23, 2016 - September 23, 2016

Bid Cost Recovery and Variable Energy Resources

Simulation

The BCR/VER Market Simulation Timeline –

• BCR/VER Market Simulation – August 23, 2016 - September 23, 2016



Forecasting and Data Transparency Simulation

The FDT Market Simulation Timeline –

• FDT Market Simulation – August 23, 2016 - September 23, 2016



Frequency Response Simulation

The BAL-003 Market Simulation Timeline –

• BAL-003 Market Simulation – August 23, 2016 - September 23, 2016



CMRI Acceptable Use Policy Simulation

The CMRI AUP Market Simulation Timeline –

• CMRI AUP Market Simulation – August 23, 2016 - September 23, 2016



Energy Storage and Distributed Energy Resources

Phase 1 Simulation

The ESDER Phase 1 Market Simulation Timeline –

• ESDER Phase 1 Market Simulation – August 23, 2016 - September 23, 2016



Flexible Ramping Product Simulation

The FRP Market Simulation Structured/Unstructured Timeline –

• FRP Market Simulation – August 23, 2016 - September 23, 2016

Unstructured Simulation Execution Timeline -


Structured Simulation Execution Timeline –

• Structured Testing Support – August 29, 2016 - September 2, 2016

Structured Scenarios Document -

http://www.caiso.com/Documents/FlexibleRampingProductStructuredScenarios10.pdf

http://www.caiso.com/Documents/FlexibleRampingProductStructuredScenarios10.pdf

Next Steps

• The next teleconference will take place @ 14:00 PPT on

Thursday August 25, 2016

Reference Slides

ISO Market Simulation Support

• Hours - 09:00 - 18:00, PPT (Monday through Friday)

• ISO’s 24X7 Help Desk - (916) 351-2309 (Connectivity - GUI or API)

• Email - [email protected]

Market Simulation Issue Management

• Submit all issues to the ISO CIDI case management system

• CIDI tickets will need to have “Functional Environment = Market

Simulation Fall 2016” to be reviewed by ISO SME’s

Early Release 2016 Tech Specs - CIRA

• CIRA Interface Specification v2.0 (Early 2016 Release)

http://www.caiso.com/Documents/CIRAInterfaceSpecification_Early2016Release.

pdf

• Retrieve Resource Adequacy Capacity Data v1 (Early 2016 Release)

http://www.caiso.com/Documents/RetrieveResourceAdequacyCapacityData_Earl

y2016Release.zip

The ISO published the following technical documentation for the CIRA system, which

introduces application programming interface (API) services.

The documentation is available on the ISO website at:

http://www.caiso.com/Documents/CIRAInterfaceSpecification_Early2016Release.pdf

http://www.caiso.com/Documents/RetrieveResourceAdequacyCapacityData_Early2016Release.zip

ISO System Access Documentation

• http://www.caiso.com/Documents/SystemAccessInformat

ion_MarketParticipants.pdf

http://www.caiso.com/Documents/SystemAccessInformation_MarketParticipants.pdf