CAISO Metering & Telemetry Requirements. Jeremy Laundergan - Director, EnerNex November 8, 2012

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1 CAISO Metering & Telemetry Requirements Jeremy Laundergan - Director, EnerNex November 8, 2012

2 Background and Overview Both federal and state regulatory authorities are advocating the participation of Distributed Energy Resources (DER) in wholesale electricity markets Intermittent renewable resources like Solar and Wind Demand Response (DR) resources. Market rules and requirements for metering and telemetry were developed over many years with large capacity generation resources in mind. A review of the existing metering and telemetry requirements has the potential to identify alternative requirements and technical solutions that meet the California ISO needs for resiliency and reliability. 2

3 Project Description The CAISO has multiple documents that describe metering and telemetry processes, guidelines & requirements These document provide a mix of "true" requirements (technology independent functional and non-functional business and technical requirements - the what) And specific technology or implementation requirements or specifications (the how) This project analyzed the documentation and captured the requirements in a matrix that maps the business and operational requirements to the required implementation technology attributes. 3

4 Project Goal This project is part of the first phase in a multi-phase project to Review the metering and telemetry documents Link them in a traceable fashion to the underlying rationale Evaluate technology alternatives that might support those base requirements. The goal is to provide the CAISO, external entities and interested stakeholders a more diverse set of options clearly linked to market and resource types and their specific operational and business requirements with associated costs. 4

5 Phased Approach The is a four phase project. This first phase completed Research to identify metering and telemetry requirements from existing CAISO documentation A summary of metering and telemetry requirements and a categorization of their attributes including Requirement Type (functional, non-functional, business rule) Applicable Metered Entity (ISO, Schedule Coordinator), Markets (day-ahead, real-time), Market Product (Energy, Ancillary Services), Resource Type (Generator, Intermittent, Demand Response), CAISO System and/or Generator System, Resource Size Applicable Standard. 5

6 Documents Reviewed CAISO Fifth Replacement FERC Electric Tariff Business Practice Manual for Metering G001-New Meter Installations G002-Unscheduled Meter Outages G003-Change of Metered Entity Ownership Business Practice Manual for Direct Telemetry RIG Engineering and Deployment Guide RIG/DPG Validation Procedure Scheduling Coordinator Agreement Meter Service Agreement for ISO Metered Entities Meter Service Agreement for Scheduling Coordinators California ISO Station Power Program Overview "Station Power Portfolio Application Form" Procedure: Station Power Portfolio Application Engineering Specification for Polyphase Meters (MTR ISO Meter Maintenance Form G004-Scheduled Communication Outages G005-Routine Testing/Maintenance of CAISO Meters G006-Validation, Estimation and Editing G007-CAISO Metering Guideline Netting G008-CAISO Metering Guideline Manual Meter/Recorder Reading G009-ISO Meter Inspection G010-Exemption from Compliance G012-ISO Meter Audit 6

7 Resource Types with Specific Requirements Aggregator Automatic Generation Control (AGC) Demand Response Eligible Intermittent Resources (EIR) Generator Intermittent Intermittent - Solar Intermittent - Wind Intermittent, Proxy Demand Resource (PDR) Proxy Demand Resource (PDR) Qualifying Facility (QF) 7

8 Systems with Specific Requirements Automated Dispatch System (ADS) Energy Communications Network (ECN) Energy Management System (EMS) Remote Intelligent Gateway (RIG) Revenue Meter Data Acquisition and Processing System (RMDAPS) Scheduling and Logging for ISO of California (SLIC) Settlement Quality Meter Data System (SQMDS) Supervisory Control and Data Acquisition (SCADA) 8

9 Business Needs satisfied by Requirements Accuracy Contingency Facility Modifications Meter Service Agreement Security Additional Metering Cyber Security Forecast Netting Settlement Aggregation Data Access Inspection Notification Settlement Quality Meter Data (SQMD) Approval Data Collection Installation Outage System Compatibility Audit Data Format Line Loss Correction Performance Telecommunications Authority Data Interval Load Profiles Physical Security Testing Availability Data Retention Load Schedule CAISO Payments Calendar Data Storage Locatonal Marginal Pricing (LMP) Point of Delivery (POD) Redundancy Third Party Access CAISO Time Standard Deadband Low Voltage Side Reliability Validation Capacity Limit Direct Meter Connection Maintenance Certification Documentation Meteorological Command & Control Exception & Error Meter Communications Responsibility Revenue Quality Meter Data (RQMD) Revoke Configuration Exemption Meter Data Access SCADA Transmission Charges Voice Communications 9

10 Conclusions & Recommendations This phase of the project successfully captured and associated 932 requirements from 25 documents This is a first step in developing more flexible and economically feasible metering and telemetry options The project team recommends pursuing subsequent phases: Phase 2: Review, Compare and Summarize other ISO and Regional Transmission Organization (RTO) Documentation Phase 3: Technology Assessment, Implementation Options, Cost and Recommendations Phase 4: Update CAISO Documentation Phase 5: Pilot Deployment of Selected Options 10

Expanding Metering and Telemetry Options Technical Stakeholder Initiative

Expanding Metering and Telemetry Options Technical Stakeholder Initiative April 24, 2013 Todays Agenda Time Topic Presenter 10:00 10:10 Opening Comments/Introductions Khaled Abdul-Rahman 10:10 10:20 Stakeholder