presentation - independent and fall 2016 release oct 6, 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

October 6, 2016

Agenda• Independent and Fall 2016 MAP Stage Availability

• Independent and Fall 2016 Market Simulation Initiatives and Timelines

• Independent Initiatives –

• Reliability Services Initiative (RSI) and Capacity Procurement Mechanism Replacement (CPM) Initiative

Phase 2 Simulation Timeline

• CSP Optimization

• RSI/CPM MOO Flag

• Known Issues List – RSI/CPM

• DRRS Enhancements Phase 2 Simulation Timeline

• Fall 2016 Initiatives –

• OMAR Online Replacement

• Open Enhancement Requests – OMAR Online Replacement

• Forecasting and Data Transparency

• CMRI Acceptable Use Policy

• Flexible Ramping Product

• Known Issues List - Flexible Ramping Product

• Next Steps

• Reference Slides

MAP Stage Scheduled Maintenance – N/A

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

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 9/16/2016 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) 9/20/2016 10/21/2016 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 8/31/2016 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 Simulation

• Structured Simulation Execution Timeline – Completed

– 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

– Week 3 Re-run – September 13, 2016 – September 15, 2016

• CIRA API MOO Flag Timeline – Completed

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

ISO to provide CSP optimization presentation on the October 6, 2016 call

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

Intra-Month On-Demand Capacity Procurement

Examples

Composite Price Curves

The ODCP optimization involves incremental price curves, startup cost, minimum

load cost and CPM adder price curves. The ODCP application internally builds

composite price curves for participating resources and uses those composite price

curves performs a m erit order ranking . For resources with both energy bids and

CPM bids, these bid price curves are combined into a new composite price curve by

adding the CPM bid price curve to the energy bid price curve as shown in Figure .

Pmin Pmax Output(MW)

Price$/MWh

Energy Bid

Price CurveCPM Bid

Price Curve

Composite

Price Curve

Figure 1 Composite Price Curve


Examples

After combining the energy bid price curve and CPM bid price curve, the ODCP

application calculates a weighted average price curve of the composite price curve

over the segments of the CPM bid price curve as shown in Figure .

Pmin Pmax Output(MW)

Price$/MWh

CPM Bid

Price Curve

Composite

Price Curve

Weighted Average

Price Curve

Figure 2 Weighted Average Price Curve


Examples

If the weighted average price curve does not cover the entire range between Pmin

and Pmax, the ODCP application will extend the incremental price curve to Pmin

and Pmax as shown in Figure .

Pmin PmaxOutput(MW)

Price$/MWh

Energy Bid

Price Curve

CPM Bid

Price Curve

Bid Min Bid Max

Extended Price Curve

Figure 3 Extension of Price Curves


Examples

It is the weighted average price curve that is used in the ODCP optimization.

Since minimum load cost (MLC) and startup cost (SUC) are also considered in the

ODCP optimization, it is not trivial to do a merit order ranking based on the

weighted average price curve alone. The solution is to set a minimum step size of 1

MW (configurable) and calculate the total cost for the available capacity. For each

participating resource, the ODCP application builds a cost/MW mapping based on

its initial status and composite (3-part energy and capacity) price curve. For

example, for the following price curve:

5 Output(MW)

Price$/MWh

10 15

2K

3K

MLC = $1K

SUC = $10K

Figure 4 Example of Price Curve with MLC and SUC


Examples

When the resource is initially offline, a cost/MW mapping table can be built as

follows:

Table 1 MW/Cost Map for Offline Resource

MW Cost ($/h)

0 0

5 11K

6 13K

7 15K

8 17K

9 19K

10 21K

11 24K

12 27K

13 30K

14 33K

15 36K

In the above table, the value in the MW column represents the available capacity

on the specified resource from the initial market solution. The value of the cost

column represents the total cost when the resource changes its output with the

specified amount of MW. The cost of $11K at 5 MW in Table 1 includes $1K

MLC and $10K SUC.


Examples


Examples

A general rule to build the cost/MW mapping table is as follows:

∆𝐶𝑜𝑠𝑡 = 𝐶𝑜𝑠𝑡 𝑥1 − 𝑐𝑜𝑠𝑡 𝑥0 + 𝑆𝑈𝐶 +𝑀𝐿𝐶

Where 𝐶𝑜𝑠𝑡 𝑥 is the production cost when a resource is generating at 𝑥 MW (𝑥 ≥𝑃𝑚𝑖𝑛); 𝑥0 is the initial MW of the resource, SUC represents startup cost, MLC

minimum load cost. SUC and MLC are considered only when the resource is

initially offline (𝑥0 = 0).

After the cost/MW mapping tables are constructed for each available resource, the

ODCP optimization problem is to find a combination of records in the MW/cost

mapping table to reach the target relief MW at minimum cost. For example,

consider two resources with MW/cost mapping as shown in Error! Reference

source not found.:


Examples

Table 3 ODCP optimization with two resources

Resource #1 Resource #2

MW Cost ($/h)

Incremental Cost ($/MWh)

Merit Order Rank

MW Cost ($/h)

Incremental Cost ($/MWh)

Merit Order Rank

0 0 0 0

1 2K 2K 1 1 3K 3K 4

2 4K 2K 2 2 6K 3K 5

3 6K 2K 3 3 9K 3K 6

4 10K 4K 8 4 12K 3K 7

5 14K 4K 9 5 19K 7K 12

6 18K 4K 10 6 26K 7K 13

7 22K 4K 11 7 33K 7K 14

The target is to procure 10 MW of additional capacity. According to the cost/MW for the two resources, the optimum solution is 6 MW for resource #1 and 4 MW for resource #2, and the total cost will be $30K/h. That is, resource #1 is required to increase its generation by 6 MW and resource #2 to increase its generation by 4 MW.

Note that ramping capability may limit the incremental capacity available from a resource in its

cost/MW mapping table.

RSI/CPM MOO Flag -

The newest version of the GRDT (v11) has the MOO Flag removed,

however the GRDT v10 will continue to populate the MOO Flag until

RSI is active in Production (11/1). Participants should use GRDT v10

between 10/1 and 11/1 to view their MOO Flags.

RSI and CPM Known Issues Open -

# System Summary Status Estimated Fix Date

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

values

Resolved 10/05/16

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

work as "monthly use limit reached"

Resolved This functionality was deemed

as a potential future

enhancement and not directly

tied to the scope of the RSI

initiative

3 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"

Resolved This functionality was deemed

as a potential future

enhancement and not directly

tied to the scope of the RSI

initiative4 CIRA Sorting on 'View Bilateral Trades' screen does not work Resolved 10/05/16

5 CIRA CIRA Annual CSP offer set shows Resources without NQC or EFC Resolved 10/05/16

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

plan

Resolved 10/05/16

7 CIRA CIRA Reset option for Supply Plan Upload is not working Resolved 10/05/16

DRRS Enhancement Phase 2 SimulationThe DRRS Enhancements Phase 2 Market Simulation timeline –

• September 20, 2016 - October 21, 2016 Unstructured

• DRRS GUI available September 20, 2016

• DRRS API available October 4, 2016

• Production Go-Live October 31, 2016

• DRRS system functionality for ESDER project (addition of 2 baseline methods)

Production go-live is after ESDER 10/1 Production go-live; there is an internal

workaround

– Please let ISO know if there is any intention to use the 2 new baseline

methods prior to 10/31; email [email protected]

• User Guide (Draft) –

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

rMarketSimulation.pdf

• Tech Spec –

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

nt-TechnicalSpecificationsv6CLEAN.pdf

• Data Migration Plan –

http://www.caiso.com/Documents/DemandResponseRegistrationSystemPhase2Enha

ncements-DraftDataMigrationPlan.pdf

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

http://www.caiso.com/Documents/DemandResponseLocationRegistrationEnhancement-TechnicalSpecificationsv6CLEAN.pdf

http://www.caiso.com/Documents/DemandResponseRegistrationSystemPhase2Enhancements-DraftDataMigrationPlan.pdf

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: Updated September 19,

2016 –

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

tion_v18_clean.pdf

Tech Spec will be updated again after the October 11, 2016 Release User

Group meeting.

http://www.caiso.com/Documents/OMAROnlineReplacementTechnicalSpecification_v18_clean.pdf

OMAR Replacement Open Enhancement Requests-

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

currently available

# System

Summary Status Estimated Fix Date

1 MRI-S CIDI 183777, 183993 - MRI-S for Metering Limitation of 100,000 records.

On Hold TBD

2 MRI-S Option to choose UOM is missing on the UI On Hold TBD

3 MRI-S CIDI 184018 - Time zone is missing on the UI On Hold TBD

4 MRI-S CIDI 183777, 183993 - Modification to AUP policy on data retrieval to include querying by last updated time

On Hold TBD

5 MRI-S Option to request for data in various time interval in UI On Hold TBD

6 MRI-S Ability to view log files within the same organization On Hold TBD

7 MRI-S Ability to provide SC ID in the data retrieve request On Hold TBD

Forecasting and Data Transparency Simulation

The FDT Market Simulation Timeline –

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

Unstructured Simulation Unstructured Execution Timeline -

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

Updated BRS –

• http://www.caiso.com/Documents/BusinessRequirementSpecification-

ForecastingandDataTransparency.pdf

http://www.caiso.com/Documents/BusinessRequirementSpecification-ForecastingandDataTransparency.pdf

Forecasting and Data Transparency Simulation Known

Issues List


1 CMRI CIDI 184599, 185153, 185211 – DA VER forecasts not in CMRI Resolved 9/28/16

2 CMRI CIDI 184921 – For one resource, unable retrieve HA Final forecast, but it is available in the DA.

Open TBD

CMRI Acceptable Use Policy Simulation

The CMRI AUP Market Simulation Timeline –

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

Unstructured Simulation Unstructured Execution Timeline -


Flexible Ramping Product Simulation

The FRP Market Simulation Structured/Unstructured Timeline –

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

Production Activation for Flexible Ramping Product –

• Activation date in Production is November 1, 2016

Unstructured Simulation Execution Timeline -


Additional Settlement Statements –

• Statement for Trade Dates - October 12 and October 13, plus mini monthly

• ISO to copy Meter data from Production in to MAP Stage - September 7 for October 12 and

September 8 for October 13

Structured Simulation Execution Timeline –

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

Completed - Scenarios 1, 2 – Trade Date August 31, 2016

Completed - Scenarios 3, 4 – Trade Date September 1, 2016

FRP FAQ’s Document -

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

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

Flexible Ramping Product Simulation Known Issues List


1 Market Solution

CIDI #185193 - Questionable flex ramp up awards when unit is dec'd below bid curve to zero

Open TBD, under review

2 CMRI CIDI #185197 - CMRI Binding Flag inconsistency between GUI and API Resolved 9/28/16

Next Steps

• The next teleconference will take place @ 13:00 PPT on

Monday October 10, 2016

Reference Slides

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

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 v2.2 (Independent 2016 Release)

http://www.caiso.com/Documents/CIRA-

InterfaceSpecification_v2_2_Independent2016Release.pdf

• Retrieve Resource Adequacy Capacity Data v2.2 (Independent 2016 Release)

http://www.caiso.com/Documents/RetrieveResourceAdequacyCapacityData_v2_

2_Independent2016Release.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/CIRA-InterfaceSpecification_v2_2_Independent2016Release.pdf

http://www.caiso.com/Documents/RetrieveResourceAdequacyCapacityData_v2_2_Independent2016Release.zip

ISO System Access Documentation

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

ion_MarketParticipants.pdf

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