Business Practice Manual Change Management Meeting

Transcription

1 Business Practice Manual Change Management Meeting Name Chris Kirsten Date August 23, 2011 Web Address: Meeting Number: Access code: Teleconference Dial-in Number: (888) International Dial-in: (612) California ISO Internal Use Only DRAFT Page 1

2 AGENDA BPM Change Management Stakeholder Meeting August 23, 2011 Topic Introduction, process review, and update on current initiatives Discussion of current PRRs, including PRRs grouped to address the Reliability Demand Response Resource initiative Wrap up and next steps Chris Kirsten Presenter Cayden Jenness Kevin King Glen Perez Yanni Chen Greg Ford Sherryl Heningburg Rod Wheeler Ken Barrentine Tom Halford Lorna Scott Chris Kirsten Page 2

3 PRRs for Discussion Definitions and Acronyms Initial Phase PRR PRR Title 480 Update to Definitions and Acronyms to Incorporate New Term Added to BPM for Metering 477 Update to Incorporate New Definitions and Acronyms for New BPM for Direct Telemetry Page 3

4 PRR 480 Update to Definitions and Acronyms to Incorporate New Term Added to BPM for Metering Reason for Revision: This new defined term, definition, and acronym are needed for a new term added to the BPM for Metering in revisions adopted pursuant to BPM PRR 431 effective June 8, Initial Stakeholder Comments: No stakeholder comments to date ISO Response/Position: The ISO considers these minor BPM revisions to conform to the BPM for Metering (PRR 431) Comment Period Expiration: August 30, 2011 Next step: If no comments are submitted on this category A PRR, the ISO will post a final decision. If comments are submitted by the comment period expiration, the ISO will post a recommendation. Page 4

5 PRR 477 Update to Incorporate New Definitions and Acronyms for New BPM for Direct Telemetry Reason for Revision: Additional defined terms, definitions, and acronyms required for terms used in the new BPM for Direct Telemetry that was effective on August 2, All but one of these definitions was previously considered in PRR 446 for the new BPM for Direct Telemetry, and they are currently set forth in Section 4 of that BPM. Initial Stakeholder Comments: No stakeholder comments to date ISO Response/Position: The ISO considers these minor BPM revisions to conform to the BPM for Direct Telemetry (PRR 446) Comment Period Expiration: August 30, 2011 Next step: If no comments are submitted on this category A PRR, the ISO will post a final decision. If comments are submitted by the comment period expiration, the ISO will post a recommendation. Page 5

6 PRRs for Discussion Credit Management Initial Phase PRR PRR Title 473 Updates to the Credit Management BPM to reflect the implementation of FERC Order 741 Page 6

7 PRR 473 Updates to the Credit Management BPM to reflect the implementation of FERC Order 741 Reason for Revision: To conform to the language as stated in the tariff change for FERC Order 741 and other clarifying changes Initial Stakeholder Comments: No stakeholder comments submitted ISO Response/Position: ISO submitted the PRR Comment Period Expiration: August 22, 2011 Next step: Post Recommendation Page 7

8 PRRs for Discussion Rules of Conduct BPM Initial Phase PRR PRR Title 474 Modification to reflect the FERC Order on Compliance on the Rules of Conduct (Tariff Section 37) Page 8

9 PRR 474 Modification to reflect Compliance Order on the Rules of Conduct Reason for Revision: FERC ordered the ISO to review section 37, the Rules of Conduct, to ensure that it meets FERC s requirements for when an ISO can levy penalties for tariff violations (i.e. traffic ticket penalties). Initial Stakeholder Comments: No stakeholder comments submitted ISO Response/Position: ISO submitted the PRR Comment Period Expiration: August 22, 2011 Next step: Post Recommendation Page 9

10 PRRs for Discussion Congestion Revenue Rights Initial Phase PRR PRR Title 476 Updates to reflect editorial corrections and the adjustments made on the 2011 CRR enhancement process Page 10

11 PRR 476 Updates to reflect editorial corrections and the adjustments made on the 2011 CRR enhancement process Reason for Revision: To make editorial corrections and reflect adjustments made on the 2011 CRR enhancement process Initial Stakeholder Comments: No stakeholder comments submitted ISO Response/Position: ISO submitted the PRR Comment Period Expiration: August 22, 2011 Next step: Post recommendation Page 11

12 PRRs for Discussion Market Instruments Initial Phase PRR PRR Title 472 New OASIS reports - contingency run 478 Changes to support the 72 hr RUC initiative Page 12

13 PRR 472 New OASIS reports - contingency run Reason for Revision: Add four new OASIS reports to convey information on Real-Time Contingency Dispatch (RTCD) runs. Initial Stakeholder Comments : No stakeholder comments submitted ISO Response/Position: ISO Submitted the PRR Comment Period Expiration: August 22, 2011 Next step: Post recommendation Page 13

14 PRR 478 Changes to support the 72 hr RUC initiative Reason for Revision: This PRR includes Market Instruments changes related to the 72-hour residual unit commitment (RUC) initiative. Initial Stakeholder Comments : No stakeholder comments submitted ISO Response/Position: ISO Submitted the PRR Comment Period Expiration: August 23, 2011 Next step: Post recommendation Page 14

15 PRRs for Discussion Market Operations Initial Phase PRR PRR Title 479 Changes to support the 72 hr RUC initiative Page 15

16 PRR 479 Changes to support the 72 hr RUC initiative Reason for Revision: This PRR includes Market Operations changes related to the 72-hour residual unit commitment (RUC) initiative. Initial Stakeholder Comments : No stakeholder comments submitted ISO Response/Position: ISO Submitted the PRR Comment Period Expiration: August 23, 2011 Next step: Post recommendation Page 16

17 PRRs for Discussion Metering Recommendation Phase PRR 457 Credit Reform Compliance Filing PRR Title Page 17

18 PRR 457 Credit Reform Compliance Filing Reason for Revision: Compliance with FERC order #741 Stakeholder Comments on Recommendation: No stakeholder comments submitted ISO Response/Position: ISO submitted the PRR Comment Period Expiration: August 16, 2011 Next step: Post final decision Page 18

19 PRRs for Discussion Metering Initial Phase PRR PRR Title 459 Settlement Process Timeline Change Page 19

20 PRR 459 Settlement Process Timeline Change Reason for Revision: To adhere to new settlement timelines and Rules of Conduct. Initial Stakeholder Comments: No stakeholder comments submitted ISO Response/Position: ISO submitted the PRR Comment Period Expiration: August 16, 2011 Next step: Post Recommendation Page 20

21 PRRs for Discussion Reliability Demand Response Resource Initiative Recommendation Phase PRR PRR Title 453 Outage Management - Reliability Demand Response Resource 454 Market Operations - Changes in support of Reliability Demand Response Resource (RDRR) initiative 455 Market Instruments - Changes in support of Reliability Demand Response Resource (RDRR) initiative 456 Metering - Reliability Demand Response Resource 458 Reliability Requirements - Reliability Demand Response Resource Page 21

22 PRR 453 Outage Management Reliability Demand Response Resource Reason for Revision: Outage Management BPM section is new due to the introduction of Reliability Demand Response Resource (RDRR) product outage reporting using SLIC. Multiple outage types will be supported, including, but not limited to PMax Derates and Ramp Rate Derates. Stakeholder Comments on Recommendation: No comments submitted ISO Response/Position: ISO submitted the PRR Comment Period Expiration: August 23, 2011 (Comment Period on Impact Analysis has been extended to 8/31/11) Next step: Defer action then post final decision at end of September Page 22

23 PRR 454 Market Operations Changes in support of RDRR initiative Reason for Revision: This PRR includes Market Operations changes related to the Reliability Demand Response Product (RDRP) initiative. Stakeholder Comments on Recommendation: Two comments received ISO Response: ISO incorporated one of the comments in a revised markup. In review of the second comment, it was determined that an incorrect impact analysis form was attached to the PRR. The form was replaced and the comment period was extended for comments on the impact analysis. Comment Period Expiration: August 16, 2011 (Comment Period on Impact Analysis has been extended to 8/31/11) Next step: Defer action then post final decision at end of September Page 23

24 PRR 455 Market Instruments Changes in support of RDRR initiative Reason for Revision: This PRR includes Market Operations changes related to the Reliability Demand Response Product (RDRP) initiative. Stakeholder Comments on Recommendation : One comment submitted by PG&E ISO Response/Position: ISO incorporated the comments in a revised markup. In review of a comment for PRR 454, it was determined that an incorrect impact analysis form was attached to the PRR. The form was replaced and the comment period was extended for comments on the impact analysis. Comment Period Expiration: August 16, 2011 (Comment Period on Impact Analysis has been extended to 8/31/11) Next step: Defer action then post final decision at end of September Page 24

25 PRR 456 Metering Reliability Demand Response Resource Reason for Revision: Introduces Reliability Demand Response program Stakeholder Comments on Recommendation: No stakeholder comments submitted ISO Response/Position: ISO submitted the PRR Comment Period Expiration: August 16, 2011 (Comment Period on Impact Analysis has been extended to 8/31/11) Next step: Defer action then post final decision at end of September Page 25

26 PRR 458 Reliability Requirements Reliability Demand Response Resources Reason for Revision: Including changes to reflect the new Reliability Demand Response Product for Demand Response Resources. Stakeholder Comments on Recommendation: No comments submitted ISO Response/Position: ISO submitted the PRR Comment Period Expiration: August 16, 2011 Next step: Defer action then post final decision at end of September Page 26

27 Settlements and Billing PRRs for Discussion Recommendation Phase PRR BPM Configuration Guide 448 MSS Netting Pre-Calculation 449 Real Time Energy Quantity Pre-Calculation 451 RUC No Pay Quantity Pre-Calculation 452 Spin / Non-Spin No Pay Quantity Pre-Calculation 08/23/11 Page 27

28 Settlements and Billing PRR Summary - Recommendation Phase PRR CC/PC Comment Expiration / Next Step 448 MSS Netting PC 449 RT Energy Quantity PC 451 RUC No Pay Quantity PC 452 Spin/Non- Spin No Pay Quantity PC Comment Period Expired on 8/16/11 / Defer Action then Final Decision Comment Period Expired on 8/16/11 / Defer Action then Final Decision Comment Period Expired on 8/16/11 / Defer Action then Final Decision Comment Period Expired on 8/16/11 / Defer Action then Final Decision Comments Submitted N N N N ISO Position / Reason for Revision ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR). ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR). ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR). ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR). 07/26/11 Page 28

29 Settlements and Billing PRRs for Discussion Initial Phase PRR BPM Configuration Guide 461 BPM for Settlements & Billing Main Body 462 CC 7989 & 7999 Invoice Deviation Interest Charge Codes 463 CC 701 Forecasting Service Fee 464 CC 711 Intermittent Resources Net Deviation Settlement 465 CC 721 Intermittent Resources Net Deviation Allocation 466 CC 722 Intermittent Resources Net Deviation Reversal 467 CC 741 Quarterly Intermittent Resources Export Energy Process Fee 468 CC 751 Monthly Intermittent Resources Export Energy Settlement 469 CC 752 Monthly Intermittent Resources Export Energy Allocation. 470 Pre-Calc IFM Net Amount 471 BPM for Settlements & Billing Main Body 475 CC 6490 NERC WECC Charge Page 29

30 Settlements and Billing PRR Summary Initial Phase PRR CC/PC Comment Expiration / Next Step Comments Submitted ISO Position / Reason for Revision 461 Main Body Comment Period Expired 8/22/11 / Recommendation N To support the NERC/WECC & Estimated meter data adder requirements 462 CC 7989 & 7999 Comment Period Expired 8/22/11 / Recommendation N To accommodate the FERC 741 order for Credit Reform and the Settlements Timeline Change implementation 463 CC 701 Comment Period Expired 8/22/11 / Recommendation 464 CC 711 Comment Period Expired 8/22/11 / Recommendation 465 CC 721 Comment Period Expired 8/22/11 / Recommendation 466 CC 722 Comment Period Expired 8/22/11 / Recommendation N N N N Clarifying documentation/language change Clarifying documentation/language change Clarifying documentation/language change Clarifying documentation/language change Page 30

31 Settlements and Billing PRR Summary Initial Phase, cont. PRR CC/PC Comment Expiration / Next Step 467 CC 741 Comment Period Expired 8/22/11 / Recommendation 468 CC 751 Comment Period Expired 8/22/11 / Recommendation 469 CC 752 Comment Period Expired 8/22/11 / Recommendation Comments Submitted N N N ISO Position / Reason for Revision Clarifying documentation/language change Clarifying documentation/language change Clarifying documentation/language change 470 Pre-Calc IFM Net Amount Comment Period Expired 8/22/11 / Recommendation N To modify BCR rules & Exceptional Dispatch Energy settlement in line with Tariff Amendment 471 Main Body Comment Period Expired 8/22/11 / Recommendation 475 CC 6490 Comment Period Expired 8/22/11 / Recommendation N N To accommodate the FERC 741 order for Credit Reform and the Settlements Timeline Change implementation To accommodate second phase of NERC/WECC automation Page 31

32 PRR 460 for Discussion GIP BPM Recommendation Phase PRR PRR Title 460 New BPM Generator Interconnection Procedures (GIP) Page 32

33 PRR 460 New BPM Generator Interconnection Procedures (GIP) Reason for Revision: To document guidelines and clarification of generator interconnection procedures Stakeholder Comments on Recommendation: First Solar provided several comments ISO Response/Position ISO will post responses to First Solar s comments to PRR 460 to be addressed at the 8/23/2011 web conference Comment Period Expiration: August 16, 2011 Next step: Post Final Decision Page 33

34 BPM Change Management Process Initiation & Acceptance Stage A PRR is received, reviewed and accepted First Comments Comments are submitted and moderated Stakeholder Meeting PRR details are reviewed, including comments Recommendation Recommendation is posted for comments Comments on Recommendation Comments are submitted and moderated Stakeholder Meeting on Recommendation PRR details are reviewed including recommendation and comments Final Decision Final decision is posted and appeal period opens Page 34

35 Next Steps Next Meeting: September 27, 2011 Page 35