EIM Entity Readiness Criteria May 6, 2015

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1 EIM Entity Readiness Criteria May 6, 2015

2 FERC Directive Regarding Readiness Criteria We therefore direct CAISO to submit a compliance filing within 60 days of issuance of this order, to revise the EIM provisions in its tariff to include requirements to ensure readiness prior to new EIM Entities commencing EIM operations. Such revisions should include: (1) a robust market simulation and appropriate period of parallel operation to ensure that new entities joining the EIM have adequate opportunity to identify and resolve operational issues prior to full activation; and (2) a requirement that CAISO and the new entrant each submit a market readiness certificate at least 30 days prior to full activation in the EIM, certifying the readiness of the new EIM Entity s processes and systems. CAISO should develop measurable readiness criteria through a collaborative process with its stakeholders, upon which effectiveness of the new EIM Entity s entry into the EIM can be predicated. The Commission will require that others that are in the process of joining the EIM must certify their market readiness by filing a sworn affidavit from an officer of the company 30 days prior to the company joining the EIM attesting that the new EIM members system is ready, including all communication systems and transparency to CAISO of unit status. California Independent System Operator, 150 FERC 61,191, P 34 (Mar. 16, 2015) (emphasis added). The following readiness criteria are intended to support certification 30 days prior to implementation. The ISO and each EIM Entity reserve the right after certification to revisit that determination based on information available prior to implementation. Page 2

3 Readiness Criteria Categories EIM Entity Full Network Model Integration EIM Entity Scheduling Coordinator Certification Training Forecasts Balanced Schedules Operating Procedures System Readiness System Integration Market Simulation Data Monitoring Readiness Deployment / Parallel Production Plan Page 3

4 EIM Entity Full Network Model Integration Generation, Interchange and Load comparison between ISO Market Model and EIM Entity EMS/SE model. Comparison of SCADA measurement used in EIM Entity AGC/SE and the measurements coming to ISO system. Load, Interchange and Generation definition in ISO market model should mirror the same in exported CIM file of EIM Entity EMS/SE model. SCADA measurement used in EIM Entity AGC and SE model should match measurement seen by ISO Data matches within 10%, measured in MW capacity to start parallel operation, and within 5% before full activation. Discrepancies, if any, are accounted for in terms of imbalance adjustment Critical and used SCADA measurements matches 90% to start parallel operation and 95% before full activation, measured in MW, outside of any exception in EMS/SE model EIM Entity State Estimator solution compared with ISO State Estimator ISO model shall account for Non- Conforming Load, Behind-the- Meter Generation, Pseudo Ties, and Dynamic Schedules, as applicable State Estimator solution of ISO should be close enough or better than State Estimator solution of EIM Entity. Physical representation of EIM Entity network should match ISO market model State Estimator solutions converges >90% of the time in two days before parallel operation and 3 days before full activation. Solution differences within 10% before parallel operation and 5% before full activation measured in MW or justified due to different external BAA modeling EIM Entity major non-conforming loads > 5% of EIM Entity total actual load in MW are modeled separately from conforming load in market model Page 4

5 EIM Entity Scheduling Coordinator Certification EIM Entity Implementation Agreement Executed Agreement Agreement signed by ISO and EIM Entity by Parallel Operations date EIM Entity SC Agreement Executed Agreement Agreement signed by ISO and EIM Entity by Parallel Operations date Established EIM IDs EIM Entity Metering Service Agreement for SC Available Capability Deployment (pending outcome of FERC 206 proceeding) EIM Entity ID EIM Entity Balancing Authority ID EIM Entity Scheduling Coordinator ID EIM Entity Base Scheduling Coordinator for all non-participating Resources including third-party owned resources Executed MSA SC Agreement with all applicable schedules completed Identify participating and nonparticipating resources that have additional capability and could be included in their resource plan to resolve under-gen or over-supply conditions in the EIM Entity BAA IDs are in Master File by Parallel Operations date Agreement signed by ISO and EIM Entity, with Schedules completed as applicable by Parallel Operations date Default energy price registered for available capability from nonparticipating resources Page 5

6 Training Mandatory courses completed Functional Testing Completed EIM Entity Operators complete ISO training modules 100 series introduction/ overview to EIM 200 series specific hourly/daily tasks and duties for normal operation 300 series assessments of market results, response to contingencies, abnormal situations EIM Entity Operators complete functional testing plan EIM Entity Operators complete training and closeof-training assessment for all ISO-identified modules All tasks identified by ISO and EIM Entity for functional testing and in functional testing plan performed and completed Page 6

7 Forecasts Load Forecast Capability Established VER Forecast Capability Established Load area(s) and non-conforming load to be defined, as applicable. ISO load forecasts compared to historical actual data and tags for load area(s) and conforming load. Weather stations used for forecasting defined, if applicable. Determine source of VER forecast (If a participating wind or solar unit requires a CAISO forecast, then BPM/tariff requirements apply). All Plant Information (PI) tags and historical data for defined load area(s), and non-conforming load if applicable, compared with load forecasts provided from ISO (if ISO load forecast used). Forecasting entity must demonstrate delivery of Unit MW forecast at 5 min intervals for at least 3 hours ahead. EIM Entity provides to ISO Real-time MW production PI tags. Flexibility Requirements Capability Established Flex ramp requirements calculated for each BAA and BAA group. ISO has received and stored all historical data from EIM Entity for supporting flex ramp requirement calculation by ISO. Page 7

8 Balanced Schedules before EIM Base Schedule Balancing Capability Established Flexible Ramping Sufficiency Test Capability of Passing Established Capacity Test Capability of Passing Established EIM Entity BSC demonstrates it can balance to load and renewable forecast EIM Entity BSC demonstrates it can pass EIM Entity BSC demonstrates it can pass 90% or greater of base schedules balance tests during monitored hours are within 10% average imbalance of load forecast over one day period before parallel operation, and 5% average over a two day period before full activation Passes 90% of the time or greater over monitored hours of one day before parallel operation and two days before full activation Passes 90% of the time or greater over monitored hours of one day before parallel operation and two days before full activation Page 8

9 Operating Procedures EIM Entity Received and Reviewed ISO Operating Procedures relevant to EIM operations EIM Entity Operating Procedures EIM Entity signs ISO NDA and receives ISO Operating Procedures Operating Procedures defined, completed, and tested for EIM Entity SC Operating Procedures NDA signed by EIM Entity. EIM Entity receives ISO Operating Procedures four months prior to Parallel Operations date Operating Procedures tested and implemented prior to Parallel Operations date Page 9

10 System Readiness All EIM Entity Systems Validated EIM Entity System Access Complete EIM Entity systems tested in Functional Test Plan All EIM Entity employees who require system access to perform EIM-related job functions identified and have necessary certificates ISO and EIM Entity identify significant issues. EIM Entity and ISO develop workarounds as appropriate. EIM Entity and ISO executives to approve exceptions All EIM Employees performing job functions for EIM market identified. All identified employees provided the necessary EIM system access certificates. Page 10

11 System Integration ISO - EIM Entity interfaces tested EIM Entity systems tested as specified ISO and EIM Entity identify significant data interfaces issues. EIM Entity and ISO executives to approve exceptions. Page 11

12 Market Simulation Day in the Life Simulation Structured scenarios Simulation Unstructured scenarios Simulation Market results reports Market quality review EIM Entity Operators able to meet market timelines EIM Entity Operators execute and pass all structured scenarios provided by ISO EIM Entity Operators execute and pass all unstructured scenarios provided by EIM Entity Market results are appropriate based on input Prices are validated based on input data EIM Entity Operators complete end-to-end daily market workflow with no critical defects or workarounds Significant issues resolved or have workaround. EIM Entity and ISO executives approve exceptions. Significant issues resolved or have workarounds. EIM Entity and ISO executives approve exceptions. EIM Entity and ISO executives approve market results Market simulation prices and MWs schedules/dispatches are validated by ISO market quality team for parallel operation Page 12

13 Data Monitoring Readiness Data Monitoring Data availability for market monitoring All required data available during testing and post go-live market monitoring for the key metrics (any exceptions will be addressed). Page 13

14 Deployment / Parallel Production Plan Deployment plan System outage timelines within operational limits Within market disruption tolerances Page 14

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

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