Release Planning / Implementation Workshop 01/05/10 Teleconference - PowerPoint PPT Presentation

Release Planning / Implementation Workshop – 01/05/10 Teleconference Information Dial-in Number: (800) 230-1074 International Dial-in: (612) 332-0335 There is no conference ID number. Web Conference Information Web Address: https://www.webmeeting.att.com Meeting Number: 5114682337 Access Code: 9341896 Slide 1

Agenda – PDR Implementation Workshop TIME TOPIC PRESENTER 9:00 - 10:30 Market Initiatives Update Janet Morris, Li Zhou Glen Perez, Jill Powers, 10:30 - 12:00 PDR Walkthrough Activity Meghna Khatri 12:00 - 12:45 Lunch Glen Perez, Jill Powers, Glen Perez, Jill Powers, 12:45 - 2:00 PDR Walkthrough Activity (continued) Meghna Khatri 2:00 - 2:20 Technical Update Ivan Loh 2:20 - 2:30 Impact of PDR on LMPM Eric Hildebrandt 2:30 - 2:50 Market Readiness Activities Tom Cuccia 2:50 - 3:00 Meeting Summary Tom Cuccia Slide 2

Market Initiatives Update Agenda  Market Initiatives Release Plan  Spring 2010 Release Project Milestones  Spring Release Project Update  Market Simulation (Spring Release)  Market Simulation (Spring Release)  Fall 2010 Release Project Update  Early 2011 Release Milestones  Policy Initiatives  2010 Release Planning Implementation Workshops Slide 3

Market Initiatives Update Market Initiatives Release Plan 09 Apr 09 May 09 Jun 09 Jul 09 Aug 09 Sep 09 Oct 09 Nov 09 Dec 10 Jan 10 Feb 10 Mar 10 Apr 10 May 10 Jun 10 Jul 10 Aug 10 Sep 10 Oct 10 Nov 10 Dec 11 Jan 11 Feb Mkt Sim Scarcity Pricing Final External BOG Go Live Proposal BRS Approval 4/1/2010 9/30 11/15 12/17 Market Sim Spring Proxy Demand 2010 3/1 – 4/23/2010 Go Live Final BOG External Tech Specs Resources 5/1/2010 Proposal Approval BRS (initial) 201 8/5 9/11 10/19 12/1 Spr Mkt Sim AS Procurement in HASP BOG Approval External BRS Go Live 9/11 12/31 4/1/2010 Forbidden Operating BPM Mkt Sim Regions Go Live 4/1/2010 Fall 2010 BPM Market Simulation Multi-Stage Generating External Tech Specs Tariff Filing Unit Modeling Go Live July – September 2010 BRS 12/15 March 10/1/10 8/12 BPM Market Simulation Convergence Final BOG External Tech Specs Early 2011 Go Live 10/1/2010 – 1/31/2011 Bidding Q3 2010 Proposal Approval BRS Q1 2010 2/1/2011 10/02 10/28 12/2 Participating BPM Market Simulation Load External BRS Go Live Q3 2010 Refinements Q1 2010 2/1/2011 Slide 4

Market Initiatives Update Spring 2010 Release Project Milestones Milestone Simplified Forbidden AS Procurement Scarcity Proxy Demand in HASP Operating Regions Pricing Resource Publish Final N/A 8/25/2009 October 2009 8/5/2009 Draft Proposal CAISO BOG Approval N/A Sep 10-11, 2009 Dec 16-17, 2009 Sep 10-11, 2009 Submit January 2010 January 2010 January 2010 2/15/10 FERC Filing Publish Business 1/4/2010 12/30/2009 11/5/2009 10/19/2009, Requirements revised version 12/30/09 Publish Technical Not required Not required Not required 12/1/2009 Specifications Publish 1/20/2010 1/20/2010 1/20/2010 February 2010 BPM Drafts Begin Market 3/1/2010 3/1/2010 3/1/2010 3/1/2010 Simulations (Registration) See Details on Slide 14/15 Go-Live 4/1/2010 4/1/2010 4/1/2010 5/1/2010 Slide 5

Spring Release Project Update Spring Release Project Update – Simplified Forbidden Operating Regions (SFOR) Background  Forbidden Operating Regions (FOR) are distinct non-overlapping operating regions within which Generating Units cannot operate stably.  RTD and RTPD will stay outside FOR and if it had to cross one then it will not stop or reverse direction once a FOR is entered. not stop or reverse direction once a FOR is entered.  FOR was enabled in DAM but disabled in RTM upon going live with this new market, due to performance concerns in RTM.  The CAISO committed to the Federal Energy Regulatory Commission that a solution to this issue, i.e. providing FOR or a similar feature in the RTM, would be implemented in a reasonable time frame. The Simplified Forbidden Operation Region (SFOR) functionality will meet this requirement. Slide 6

Spring Release Project Update – Simplified Spring Release Project Update – SFOR (continued) Given the MSG project, why Simplified Forbidden Operating Regions?  In the interim period, reduce the Exceptional Dispatches which are workarounds for a lack of FOR enforcement in RT.  FERC mandate  Provide improved functionality in the interim period before MSG is implemented  FOR is still an option needed after MSG Slide 7

Spring Release Project Update – Simplified Spring Release Project Update – SFOR (continued) Day-Ahead Characteristics  No change at all in the current logic of Forbidden Operating Region in DAM  Dispatch through FOR without stopping or reversing direction   A/S Procurement: A/S Procurement:  Not allowed for the interval if dispatched within that interval  Allowed up to FOR boundaries if not dispatched inside FOR  No limitation if FOR crossing time is 20 minutes or less  Static FORs in Master File  Up to four (4) FORs allowed  FOR ramp rates are derived from the range and crossover time specified, and are subject to the 10 to 1 ramp rate limitation. Slide 8

Spring Release Project Update – Simplified Spring Release Project Update – SFOR (continued) Real-Time Characteristics  Forbidden Operating Region logic in RTM is similar to IFM except for the following:  ‘Bus stop’ functionality might stop at boundary before entering and exiting FOR exiting FOR DAM RTM  A/S procurement rules similar to IFM, except that there are no procurement limits if FOR crossing time is less than 5 minutes. Slide 9

Market Initiatives Update Spring Release Project Update – AS Procurement in HASP  Tariff language filed with FERC on 12/23/09  External Business Requirements posted on 12/30/09 http://www.caiso.com/2401/2401702e12ca0.html  No external Technical Specifications will be required   Settlements BPM updates to be posted by 1/20/10  The following configuration guides will be updated as a result of AS- HASP:  CG PC Spin, Non Spin No Pay  CG PC Ancillary Services  CG CC 6710 Day Ahead Congestion – AS Spinning Reserve Import Settlement  CG CC 6720 Day Ahead Congestion - AS Non-Spinning Reserve Import Settlement Slide 10

Market Initiatives Update Spring Release Project Update – Scarcity Pricing  The Scarcity Pricing design was approved by the Board on 12/16/09  The Tariff was filed with FERC on 12/24/09  The BPM updates will be entered into the PRR process on 1/20/10  No Technical Specifications will be required  When Scarcity is triggered, energy and A/S prices will rise according to the ISO’s co-optimization framework  Scarcity prices will provide “in the moment” incentives for re-dispatch  A Market Notice will be sent to provide broader notice to market participants of the Scarcity event Slide 11

Market Initiatives Update Spring Release Project Update – PDR  Draft Tariff language posted and reviewed with Participants on 12/2/09  Draft Implementation Plan reviewed with stakeholders during two 2-hour conference calls  Comments received from several participants  Most comments will be addressed in the PDR session today Slide 12

Market Initiatives Update Market Simulation – Market Simulation Agenda  Pre-Simulation Milestones  Market Simulation Schedule  Simulation Approaches by Project  Communication  Communication  Support  Additional Information Slide 13

Market Initiatives Update Spring Release Project Update – Market Simulation (continued) Pre-Simulation Milestones Date Milestone Project 1/11/10 Submission of AARFs for user accounts SFOR, Scarcity Pricing (SP), AS HASP 2/4/10 Request sample Resource IDs by email PDR 2/18/10 Receive sample Resource IDs / Registrations PDR 2/22/10 Connectivity Testing (MAP Stage Environment) SFOR, Scarcity Pricing (SP), AS HASP 3/1/10 Connectivity Testing (DR Environment) PDR 3/1/10 Rules Testing in SIBR Lite AS-HASP, PDR 3/1/10 Registration GUI is available for only those *PDR who request it *One on one support will be available by appointment Slide 14

Market Initiatives Update Market Simulation Schedule – March 2010 Monday Tuesday Wednesday Thursday Friday 1 2 3 4 5 SFOR – Live Production Feed PDR – Registration / SIBR Rules 12 8 9 10 11 System Available SP / AS-HASP SFOR No Scenarios PDR – Registration / SIBR Rules 17 19 15 16 18 System Available SP / AS-HASP SFOR No Scenarios PDR – Registration /SIBR Rules 22 24 25 26 23 CODE FREEZE SYSTEM AVAILABLE – NO SCENARIOS PDR – Registration / SIBR Rules 29 30 31 1 2 SYSTEM AVAILABLE – NO SCENARIOS GO-LIVE System Available PDR – End to End No Scenarios PDR SP, AS-HASP, SFOR Slide 15

Market Initiatives Update Market Simulation Schedule – April 2010 Monday Tuesday Wednesday Thursday Friday 1 2 System Available PDR – End to End No Scenarios 9 5 6 7 8 System Available PDR – End to End No Scenarios 14 16 12 13 15 System Available PDR – End to End No Scenarios 19 21 22 23 20 CODE FREEZE System Available PDR – End to End No Scenarios 26 27 28 29 30 GO-LIVE (5/1) PDR – System Available (No Scenarios) Slide 16