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Release User Group Agenda January 6th, 2015 10:00 a.m.–11:00 a.m. (Pacific Time)

Web Conference Information Conference Call Information

URL: https://www.connectmeeting.att.com

Meeting Number: 8665282256

Access Code: 5251941

Domestic Call In: (866) 528-2256

International Call In: (216) 706-7052

Access Code: 5251941

Release User Group Agenda January 6th, 2015 10:00 a.m. – 11:00 a.m. (Pacific Time)

Time Topic Facilitator

10:00 – 10:05 Agenda & ISO Roll call Janet Morris

10:05 – 11:00 Release Plan Adrian Chiosea

Jeremy Malekos

John Huetter

Roxann Hall

Kelly Alga

John Williams

Christopher McIntosh

Eureka Cullado

Indu Nambiar

LuAnn Rivera

Yinka Ajede

Elli Johnston

Raja Iyengar

Early 2015 Deployments

• February 3, 2015

• Outage Management System Replacement (OMS)

– Tariff section 9 changes effective

• Many to Many: SCP Availability Calculations

• Independent efforts

• Flexible Resource Adequacy Criteria and Must Offer Obligation (FRAC-MOO)

• Commitment Costs Enhancements

• Enabling Demand Response

• Pay for Performance Year 1 design changes

Release Plan – 2015 • Spring 2015 – Maintenance Release

• No major functional changes

• Enhancements or other changes required for summer operations

• Minor design changes resulting from the Fall 2014 release

• Other system maintenance as needed

• Many to Many Substitution/App Consolidation

• Convergence Bidding at the Interties

• Circular Scheduling removed (manual process remains)

• Fall 2015 (tentative)

• Energy Imbalance Market (EIM) 2015 / EIM Year 1 Enhancements

• Contingency Modeling Enhancements

• RIMS functional enhancements

• OMAR replacement project

• ADS User Interface Replacement and Web Service Standardization

• Capacity Procurement Mechanism Replacement

• Reliability Services Initiative - tentative based on policy phase

• Flexible Ramping Product – tentative based on policy phase

• Subject to further release planning:

• Expanding Metering and Telemetry Options Phase 2

• BAL-003 Compliance (Frequency Response) – moved to Fall 2016

• Load Granularity Refinements

• Pricing enhancements

• Subset of Hours (to follow Reliability Service Initiative)

• Acceptable Use Policy - Analyzing to identify next services to enforce

The ISO offers comprehensive training programs

Date Training

January 15 Welcome to the ISO (webinar)

February 10 Introduction to ISO Markets (in person)

February 11, 12 ISO Market Transactions (in person)

March 17 Settlements 101 (in person)

March 18 Settlements 201 (in person)

Training calendar - http://www.caiso.com/participate/Pages/Training/default.aspx

Contact us - [email protected]

http://www.caiso.com/participate/Pages/Training/default.aspx

mailto:[email protected]

2015 Release Schedule

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



Market Simulation Plans

ISO is hosting twice weekly Market Simulation calls, presentations can be found

here -

http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=D0DE8446-

C30C-46CE-80B9-6413B6381B64

http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=D0DE8446-C30C-46CE-80B9-6413B6381B64










January OASIS Release

• OASIS Technical documentation -

http://www.caiso.com/Pages/documentsbygroup.aspx?G

roupID=A177DAEA-91F8-41ED-A85F-B49BE3392393

Market GUI Report Name API Single Zip Query API Group Zip Query

Major Version=3 Minor Version=v20150101

Day-Ahead Scheduling Point/Tie Combination Locational

Marginal Prices PRC_SPTIE_LMP DAM_SPTIE_LMP_GRP

Fifteen-Minute

(RTPD/15-minute) FMM Scheduling Point/Tie Combination

Locational Marginal Prices PRC_SPTIE_LMP RTPD_SPTIE_LMP_GRP

Real-Time Dispatch

(RTD/5-minute) Interval Scheduling Point/Tie Combination

Locational Marginal Prices PRC_SPTIE_LMP RTD_SPTIE_LMP_GRP

Real-Time Contingency

Dispatch

Contingency Dispatch Scheduling Point/Tie

Combination Locational Marginal Prices PRC_CD_SPTIE_LMP n/a

The scheduling point/tie combination LMPs are related to the fall release 2014 Full Network Model expansion initiative.

http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=A177DAEA-91F8-41ED-A85F-B49BE3392393











Fall 2014 – Outage Management System (OMS)

Milestone Details/Date Status

Application Software Changes

OMS: New OMS replaces SLLIC and current OMS (transmission) with a

single outage management system. Application Programming Interfaces

(APIs) will be modified to support new data structures and functionality, and a

new user interface will be provided.

BPM Changes

Managing Full Network Model

Market Instruments

Outage Management

Market Operations

Draft Final Proposal Posted December 3, 2013

Conduct Stakeholder Call December 17, 2013 (pushed from December 10)

Stakeholder Comments due December 23, 2013 (pushed from December 17)

Present to Board of Governors February 6, 2014

External Business Requirements - Draft Posted June 28, 2013

External Business Rules Posted February 26, 2014

Reposted Redlined Version December 26, 2015

External Business Requirements - Final

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

mentsSpecification-OutageManagementSystem-

Replacement.pdf

http://www.caiso.com/Documents/ExternalBusinessRequirementsSpecification-OutageManagementSystem-Replacement.pdf






Fall 2014 – Outage Management System (OMS) Milestone Details/Date Status

Technical Specifications

Generation - January 8, 2014

Transmission - January 27, 2014

Other - February 10, 2014

Publish updates - April 9, 2014

Master File (Gen RDT) - May 24, 2014

Publish final updates for Sandbox API testing – May 30, 2014

Publish alternative Doc Attach WSDLs – August 5, 2014

Updates per Market simulation feedback – September 5, 2014

Developer Customer Partnership Group (CPG) Generation: January 21, 2014

Transmission: February 19, 2014

Business CPG

Generation : March 11, 2014

Transmission : March 12, 2014

Joint : March 26, 2014

Cutover CPG August 14, 2014

October 9, 2014

Business Process Changes Manage Generation Outages; Manage Transmission Outages

Updated BPMs September 2014 - PRR Process Ongoing

Sandbox Available for B2B service connectivity testing July 7, 2014

Market Simulation API - July 28, 2014; UI - August 5, 2014

Full System – August 5, 2014 – January 30, 2015

Tariff

File Tariff: July 7, 2014

Tariff Approval: September 5, 2014

Tariff Effective Date Confirmed for February 3 – February 28, 2015

Production Activation

October 1, 2014 for EIM Parallel Production

November 1, 2014 for EIM Tariff and EIM entities

February 3, 2015

Fall 2014 – Many to Many: SCP Availability Calculations Milestone Details/Date Status


CIRA: • Enhance SCP Availability Calculations

Settlements: • Impacts based on resource availability calculation in CIRA. Current system uses point and actual values in RAAM, with

OMS there are only point values because of which the data settlements receive will be different than today.

Board Approval N/A

BPM Changes

September 16, 2014 - Reliability Requirements, PRR 776

July 29, 2014 – Settlements and Billing (related to OMS), PRR 752 (eff. 10/11/14)

November 5, 2014 – Reliability Requirements, PRR 802 (eff. 12/08/14) for 1 2

substitution for RAAM

External Business

Requirements

Many to Many: January 23, 2014 (original)

March 13, 2014 (revised)

May 16, 2014 (revised)

June 19, 2014 (revised, shows phased approach)

Application Consolidation: March 12, 2014 (original)


Market Simulation

October 20 – October 31, 2014

Structured: Scenarios posted w/timeline

Unstructured:

December 3 – December 4, 2014 (Updated)

• Structured: Rerun of Scenarios due to CIDI tickets, posted statements 12/9

File Tariff N/A -

Training August 19, 2014 – SCs for Resources, Settlements (posted RAAM User Guide on 8/5)

Production Activation February 3, 2014

Flexible Resource Adequacy Criteria and Must-Offer Obligation (FRAC-MOO) Milestone Details/Date Status


RA System: modified to reflect the acceptance, verification and processing of

Flexible Capacity RA data via GUI, determination of Effective Flexible Capacity

(EFC) values, issuing EFC list, performing EFC test and determination of necessary

backstop procurement for FRAC system deficiencies.

Settlements and Billing: Settlement of FRAC-MOO backstop procurement for

Flexible Capacity System Deficiencies. SIBR: modify to receive Flex RA data for RUC

Board Approval March 19, 2014

BPM Changes • Reliability Requirements, Market Operations: October 10, 2014 (effective 11/6/14)

• Settlement & Billing: November 12, 2015 (effective 1/1/15)

External Business Requirements July 21, 2014

May 30, 2014

Technical Specifications N/A

Draft Configuration Guides August 8, 2014

Market Simulation • September 22 – October 3, 2014: Unstructured (posted high level timeline on 8/11)

• December 8 – 19, 2014: Structured & Unstructured for RUC Validation, Settlements

Draft Tariff submitted for comments

File Tariff May 19, 2014

August 1, 2014

Training August 19, 2014 – for LSEs, SCs: posted RA and Supply Plan template on 8/8,

CIRA User Guide posted 9/15

Production Activation • November 6, 2014 (Independent Fall Release)

• December 22, 2014 (RUC Validation only) UPDATED

Commitment Costs Enhancements


Application Software

Changes

SIBR: Modification to SIBR rules to accommodate the change of increasing the Proxy Price cap

from 100% to 125%.

Master File: Modification to restrict Non Use-Limited resources to be on Proxy Cost only, as

they shall no longer be allowed to be on Registered Cost. Use-limited resources may use either

Registered or Proxy Cost option.

BPM Changes

Market Instruments: Updates to section C-3 to help manage gas price spikes (in the event that

the more current GPI is greater than 125% of previous day’s GPI in anyone of the ISO’s six gas

regions). A process needs to be in place to allow for revising the gas prices used in the

commitment cost calculation and bid generation in the Day Ahead market.

Business Process Changes Implement a desktop procedure for the gas price spike

Board Approval Sep 18, 2014

External Business

Requirements Oct 15, 2014

Updated BPMs Jan 31, 2014


Draft Configuration Guides N/A

Market Simulation N/A

Tariff FERC Order received 12/30/2014; Goes into effect 12/31/2014

Production Activation 125% Cap and Manual Process became effective on 12/31/2014;

Switching non-use-limited resources from registered to proxy will require 3

business days for the changes, and go into effect on 1/6/2015.

Enabling Demand Response: Enabling Demand Response


Application Software Changes A new application for DRPs to manage locations via user interface and application

programming interface (API). Application will verify UDC account number uniqueness.

BPM Changes Under review.

Business Process Changes Under review.

Board Approval N/A

External Business Requirements Sep 12th, 2014

Updated BPMs Yes, publication date being assessed.

Technical Specifications

Sep 19th, 2014– Use cases

Sep 19th 2014– Web Service Data Requirements

Oct 15th 2014 –Technical specifications with XSDs

Nov 14th 2014 – Full Technical Specifications (including wsdl’s)


Market Simulation Jan 20, 2015 – Jan 30, 2015 (also RDRR Scenario reruns Feb 2-6)

Tariff N/A

Production Activation TBD

Pay for Performance Year 1 design changes



MQS:

• The monthly performance accuracy calculation will be changed from the simple

average to the weighted average with 15-minute interval instructed regulation

mileage as the weighting factor

• The minimum performance threshold will be reduced from the current 50% to

25%.

BPM Changes Yes: Market Instruments

Business Process Changes No

Board Approval 11/13/14

External Business Requirements Yes

Updated BPMs TBD




Tariff Posted December 2, 2014 http://www.caiso.com/Documents/Dec2_2014_TariffAmendment_PFP_YearOneC

hanges_ER15-554-000.pdf

Production Activation January 1, 2015

http://www.caiso.com/Documents/Dec2_2014_TariffAmendment_PFP_YearOneChanges_ER15-554-000.pdf






Spring 2015 – Many to Many Substitution/App Consolidation Milestone Details/Date Status

Application Software

Changes

CIRA:

• Add new functionality to process many to many substitution requests

• Enhance SCP Availability Calculations (in Fall 2014 Release)

• Provide single platform for management of resource adequacy and replacements /substitutions for

associated outages

Settlements:

• Impacts based on resource availability calculation in CIRA. Current system uses point and actual

values in RAAM, with OMS there are only point values because of which the data settlements

receive will be different than today.

Board Approval N/A

BPM Changes TBD - Reliability Requirements

External Business

Requirements

Many to Many: January 23, 2014 (original)

March 13, 2014 (revised)

May 16, 2014 (revised)


Application Consolidation: March 12, 2014 (original)


Technical Specifications TBD - CIRA


Market Simulation Yes - TBD

File Tariff January 2015 (tentative)

Production Activation April 1, 2015

Spring 2015 – Convergence Bidding on the Interties


Application Software Changes This is an existing market functionality that is currently disabled. Will be reinstated in DAM

in 2015 Spring release. Impacted systems: SIBR, IFM, Settlements, and CTS.

BPM Changes Market Operations, Market Instruments, Settlements and Billing

Business Process Changes N/A

Board Approval

External Business Requirements

February 5, 2014

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

ecification_FERC_Order764.pdf

Updated BPMs TBD



Market Simulation TBD

Tariff FERC Order – March 20, 2014

Production Activation May 1, 2015

http://www.caiso.com/Documents/External_Business_Requirements_Specification_FERC_Order764.pdf



Fall 2015 – NVE EIM 2015


Application Software Changes Implementation of NV Energy as an EIM Entity

BPM Changes No changes expected

Business Process Changes No changes expected

Board Approval N/A

External Business Requirements No changes expected

Updated BPMs No changes expected

Technical Specifications No changes expected

Draft Configuration Guides No changes expected

Market Simulation

ISO to promote market network model including NVE area to non-

production system and allow NVE to connect and exchange data in

advance of Market Simulation by 5/15/15.

Start of Market Simulation on 8/7/15.

Tariff No changes expected

Production Activation Modeling NVE into the CAISO FNM through the EMS on 1/28/15

Production activation on 10/1/15.

Fall 2015 – EIM Year 1 Enhancements



Phase 1:

• Settlement of Non-Participating Resources IIE and UIE

• GHG flag and cost based bid adder

• Use of ATC for EIM Transfers

• Resource sufficiency evaluation applied to ISO BAA

• Bidding rules on external EIM interties

• Enforcement of EIM Transfer Limits

• Administrative pricing rules

BPM Changes TBD

Business Process Changes TBD

Board Approval TBD

External Business Requirements TBD

Technical Specifications TBD

Draft Configuration Guides TBD


Tariff TBD

Production Activation Fall 2015

Fall 2015 - Contingency Modeling Enhancements



IFM/RTN: Adds a preventive-corrective constraint to the market co-optimization

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

Study Results

In Person Call: March 20, 2014

Distribute Results: TBD

Comments Due: TBD

Board Approval Spring 2015





File Tariff TBD

Production Activation October 1, 2015 (Fall 2015 Release)

Fall 2015 – RIMS Function Enhancements


Application Software Changes Functional enhancements resulting from the Customer Partnership Group CPG).

More details to be provided in the future.

BPM Changes TBD


Board Approval N/A


Updated BPMs TBD




Tariff N/A


Fall 2015 – OMAR Replacement Project Milestone Details/Date Status


Current metering space at the California ISO consists of three major software

systems –

1. A product that processes Revenue Quality Meter Data (RQMD) in to Settlement

Quality Meter Data (SQMD)

2. A data repository of all SQMD used in Settlements

3. An external facing web application to enable market participant access to

SQMD.

The scope of the project is to replace/consolidate all the three above systems with

a New Metering Solution

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

Board Approval Potentially needed – Dates TBD

External Business Requirements N/A




Tariff N/A


Fall 2015 – ADS UI Replacement and Web Service Standardization


Application Software Changes • Port client from Delphi to new common user interface (ADS Query Tool and

Real Time Functionality)

• Conform APIs to current ISO standards

BPM Changes N/A

Business Process Changes N/A

Board Approval N/A

External Business Requirements N/A

Updated BPMs N/A




Tariff N/A


Fall 2015 – Capacity Procurement Mechanism Replacement


Application Software Changes The following systems could be impacted based on the below scope: Settlements,

CIRA, and SIBR

BPM Changes Reliability Requirements; Market Operations; Market Instruments; Billing &

Settlements


Board Approval Q1 2015


Updated BPMs TBD



Market Simulation Yes

Tariff Yes


Fall 2015 – Reliability Services Initiative



The following systems could be impacted based on the below scope: CIRA, Settlements,

SIBR, Exceptional Dispatch Tool (internal ISO Operations tool), and Master File.

• Updates to the eligibility criteria for demand response to qualify as a Resource Adequacy

(RA) resources

• Language on the eligibility criteria and must-offer requirement for storage to qualify as a

RA resource

• Replacement and substitution rules for flexible RA resources

• New price and rules for the SCP for all RA resources including flexible resources

• New CPM price

BPM Changes Reliability Requirements; Market Operations; Market Instruments; Billing &

Settlements


Board Approval Q1 2015


Updated BPMs TBD



Market Simulation Yes

Tariff Yes


Fall 2015 – Flexible Ramping Product



ADS: Send Flexible Ramping Up/Down Awards to Market Participants in DAM for CAISO and

FMM for CAISO and EIM.

CMRI : Report Flex Ramp Up/Down Awards to Market Participants.

DAM/RTM: Co-optimize Energy Ancillary Services and Flexible Ramping up/down.

OASIS: Show aggregated Flexible Ramping capacity awards, requirements and marginal prices.

Settlements: Settle Flexible Ramping payment at marginal price in Day Ahead and Real Time

markets. Add no pay and cost allocation for Flexible Ramping.

SIBR: Include Flexible Ramping bidding capability and relevant validation rules of bid cap, self

provision.

BPM Changes Market Operations; Market Instruments; Settlements & Billing; Definitions & Acronyms.

Business Process Changes Maintain Day Ahead Process, Real Time Process, Manage Billing and Settlements

Board Approval

February 2015

Restart Stakeholder Process in May, 2014

http://www.caiso.com/informed/Pages/StakeholderProcesses/FlexibleRampingProduc

t.aspx


Technical Specifications TBD; 4/14/2014: Change the FRC penalty price from $247 to $60 in FMM



Tariff

Yes;

The language proposes to change the flexible ramping constraint penalty price from

$247 to $60. The draft tariff language is available on the ISO website at

http://www.caiso.com/Documents/DraftTariffLanguage_FlexibleRampingProduct.doc


http://www.caiso.com/informed/Pages/StakeholderProcesses/FlexibleRampingProduct.aspx

http://www.caiso.com/informed/Pages/StakeholderProcesses/FlexibleRampingProduct.aspx

http://www.elabs7.com/c.html?ufl=7&rtr=on&s=lgl3,15dt3,7k2,36xy,dqpi,b589,diqv

TBD – Expanding Metering and Telemetry Options Phase 2



No ISO Application Software Changes. POC’s to test that current systems support

the proposals.

Proposal 1 - Use of Internet for Telemetry and ISOME Meter Data bridging to the

CAISO Energy Communication Network (ECN); Proposal 2 - Use of Internet for

Telemetry (with SSL) and Meter Data (w/o SSL) transport directly to the CAISO;

Proposal 3 - Expand the use of Inter-Control Center Communications Protocol

(ICCP) as an allowable option for RIG Aggregators (telemetry only); Proposal 4 -

Expand the ability for resources to submit Settlement Quality Meter Data;

Proposal 5 - Remove RIG Aggregator resource ownership and location limitations.

BPM Changes Metering, Direct Telemetry


Board Approval TBD


Updated BPMs TBD




Tariff TBD


TBD – Load Granularity Refinements



Alternatives: • Existing DLAPs;

• Full Nodal;

• Slight Disaggregation- Assuming 6 LAPs;

• 23 Existing SLAPs;

• Custom LSE-Specific LAPs

BPM Changes TBD


Board Approval TBD


Updated BPMs TBD




Tariff TBD


Fall 2016 – BAL-003 Compliance



On January 16, 2014, FERC approved BAL-003-1 “Frequency Response and

Frequency Bias Setting,” with different implementation dates for different

requirements. R1 goes into effect the first calendar day of the first calendar quarter

24 months after regulatory approval.

http://www.gpo.gov/fdsys/pkg/FR-2014-01-23/pdf/2014-01218.pdf

4/1/16: RI effective date

12/1/16: 2017 BA FRO in place (start data collection)

4/1/18: Compliance effective date (supply data to NERC) (UPDATED)

BPM Changes TBD


Board Approval TBD





Tariff TBD

Production Activation Fall 2016 (UPDATED)








