Expanding Metering and Telemetry Options Technical Stakeholder Initiative August 28th, 2013 9:00 a.m. 12:00 p.m. (Pacific Time) Web Conference Information Web Conference Information Web Address (URL): http://www.webmeeting.att.com/ Meeting Number: 5114682337 Access Code: 9341896 Conference Call Information Teleconference Information Call-in Number: 800-230-1096 International Call-in: 612-234-9960
Purpose of Today s Meeting Phase 1 Proposals Summarize stakeholder comments Review changes and additions made to proposals Update on proof of concept activities Next steps to finalize Phase 1 Phase 2 Proposal discussion Introduce Data Concentrator proposal Aggregation discussion Stakeholder Q&A, request for comments Next Steps Page 2
Todays Agenda Time Topic Presenter 9:00 9:05 Opening Comments/Introductions Tom Cuccia 9:05 9:20 Phase 1 proposals stakeholder comment overview, revisions to initiative straw proposal 9:20 10:30 Phase 1 proposals review initial impact analysis on BPM and Tariff, POC activity update, Q&A 10:30 10:45 Phase 2 proposal Data Concentrator description, Q&A 10:45 11:00 Phase 2 proposal Scope of effort analysis, policy commitment, timeline Jill Powers Jeremy Malekos and SME s Jill Powers Delphine Hou 11:00 11:45 Aggregation, Q&A Jill Powers 11:45 12:00 Wrap-up request for comments Tom Cuccia Page 3
ISO Stakeholder Initiative Process POLICY AND PLAN DEVELOPMENT TARIFF DEVELOPMENT This diagram represents the typical process, often stages will run in parallel. IMPLEMENTATION Paper Proposal Final Proposal Board Draft Tariff Final Tariff FERC Planning BPM Market Documents Revisions Simulation Go Live We are here Phase 2 Stakeholder Input We are here Phase 1
Expanding Metering and Telemetry Options Technical Stakeholder Initiative August 28, 2013 Jill Powers, Smart Grid Solutions Manager
Phase 1 Proposal Stakeholder comments were reviewed, summarized and responded to Comments located at: http://www.caiso.com/documents/comments%20on%20technical%20straw%20proposal Includes: Submitted comments Comments matrix Responses to comments For providing comments, much appreciated! Page 6
Summary of Phase 1 Proposal Comments Proposal 1 (5.1.1) Proposal 2 (5.1.2) Proposal 3 (5.2) Proposal 4 (5.3) Proposal 5 (5.4) Use of Internet for Telemetry and ISOME Meter Data bridging to the CAISO Energy Communication Network (ECN) Ranking Use of Internet for Telemetry and Meter Data transport directly to the CAISO with SSL Expand the use of Inter-Control Center Communications Protocol (ICCP) as an allowable option for RIG Aggregators (telemetry only) Expand the ability for resources to submit Settlement Quality Meter Data Based on a simple average of the rankings provided, Proposal 2 was ranked as the top priority followed closely by Proposal 5 Proposal 2 was rated as highest impact to greater participation Remove RIG Aggregator resource ownership and location limitations Proposal 4 was ranked as the lowest priority, yet ranked high on impact Page 7
Phase 1 proposal comments resulted in revisions to the straw proposal In general, comments Were supportive of the proposals Provided constructive feedback on each of them Emphasized reasoning and request for accelerating data concentrator model development Data concentration implementation needs to be included to reduce barriers to participation by smaller resources, storage, as well as lower cost options for renewables and conventional generation Need to detail the model for Aggregators that contract to manage resources for others. Without data concentration, this is not providing the optimal value Page 8
Straw proposal revision includes a change and addition Proposal 1 (5.1.1) Proposal 2 (5.1.2) Proposal 3 (5.2) Proposal 4 (5.3) Proposal 5 (5.4) Phase 2 Proposal (6.1) Use of Internet for Telemetry and ISOME Meter Data bridging to the CAISO Energy Communication Network (ECN) Use of Internet for Telemetry and Meter Data transport directly to the CAISO with SSL Expand the use of Inter-Control Center Communications Protocol (ICCP) as an allowable option for RIG Aggregators (telemetry only) Expand the ability for resources to submit Settlement Quality Meter Data Remove RIG Aggregator resource ownership and location limitations Use of Data Concentrators to provide distributed energy resource aggregation, data concentration and control signal disaggregation services Page 9
Phase 1 proposal 2 (5.1.2) revision Removed the SSL encryption requirement for the provision of meter data to the ISO over the internet. Added applicability and consideration of risk only for resources that are less than 10 MW in aggregate or individually resource owners required to acknowledge their acceptance of risk Figure is only an illustration and may not fully represent ISO requirements. Page 10
Phase 1 Proposal Updates Jeremy Malekos Initiative Project Manager August 28, 2013
Phase one proposal summary Proposal results Summary BPM Changes Tariff Overall Next steps 3 of 5 pilots are in the process of finishing and formalizing the test results The remaining 2 do not require proof of concepts Initial impact analysis completed for all 5 proposals Identified BPM and supplemental ISO requirements documentation changes Direct Telemetry Metering No estimated Tariff impact Complete outstanding POC s Formalizing test results Draft BPM changes and submit PRR s Resolve any tariff constraints Page 12
Proposal 1 (5.1.1) - Use of Internet for Telemetry and ISOME Meter Data bridging to the ISO Energy Communication Network (ECN) Activity Update Business Process Changes Tariff Impacts Next Steps AT&T was onsite 6/28 and tested the virtual private network (VPN) remote access device with revenue meter installed onsite in test area. Communication from MV90 was successful. Successfully performed testing of the VPN remote access device using wired connection. Determined further wireless (cellular modem) testing required. Completed Metering - Onsite testing of the AT&T VPN remote access solution was completed with current system - passed In process: Telemetry Onsite testing will begin once meter testing is completed successfully. Metering performing offsite validation of VPN remote access device to test MV90 polling of meter using non-wired connection Direct Telemetry 5, 5.2, 5.3 Metering - 5.3 Update ISO infosec requirements document. No Estimated Tariff Changes Formalize test results and draft BPM changes Page 13
Proposal 2 (5.1.2) - Use of Internet for Telemetry (with encryption) and Meter Data (w/o encryption) transport directly to the CAISO Completed Metering - Initial security assessment determined low risk. Proposal further minimized risk by limiting the resource size to less than 10MW Update Activity Business Process Changes Tariff Impacts Next Steps In process: Telemetry Pilot testing needed for regulation service use of this option. Currently limiting size of resource to < 10 MW for Spin and < 5 MW for regulation Metering - Pilot for revenue metering underway includes the wireless component. MV90 to meter communication testing beginning week of 8/5/13 Direct Telemetry Section 5, 5.2, 5.3 Revenue Metering - 5.3 Update ISO infosec requirements document. No estimated Tariff changes Complete testing, formalize test results and draft BPM changes Page 14
Proposal 3 (5.2) - Expand the use of Inter-Control Center Communications Protocol (ICCP) as an allowable option for RIG Aggregators (telemetry only) Activity Updates Completed Telemetry 7/23/13 Customized Energy Solutions (CES) testing use of ICCP for telemetry and completed report Metering - Not Applicable to revenue metering, ICCP is not a viable option for submittal of meter data at this time In process: Telemetry - ISO analysis of testing results and CES report Business Process Changes Direct Telemetry Section 3.2.1, 5.6, 6.3 Tariff Impacts Next Steps No Estimated Tariff changes Testing of regulation signaling with ICCP to Aggregator Complete testing, formalize test results and draft BPM changes Page 15
Proposal 3 (5.2) Use of ICCP - Proof of Concept California ISO Generating Facility CAISO EMS ICCP CAISO ECN Network CAISO ECN Router CAISO RIG Customized Energy Solutions Market Operations Center CAISO ECN Router Customized SCADA System Internet AES256bit encrypted communication Customized SecureNet- RT Plant DCS / EMS Successfully compared EMS data from SecureNet RT against existing RIG Page 16
Proposal 3 (5.2) Aug 13, 2013 Page 17
Proposal 3 (5.2) Aug 14, 2013 Page 18
Proposal 4 (5.3) - Expand the ability for resources to submit Settlement Quality Meter Data No proof of concept required Activity updates Business Process Changes Contracts and Agreements Tariff Impacts Next Steps Completed Telemetry Not Applicable for Telemetry In process: Metering Leverage current SCME processes and applications for submittal of Settlement Quality Meter Data TBD TBD Potentially requires agreement in place similar to SCME Still under review Page 19
Proposal 5 (5.4) - Remove RIG Aggregator resource ownership and location limitations Activity Updates Completed Telemetry RIG aggregations currently used without system impact Metering - RIG aggregator restrictions not applicable to revenue metering Business Process Changes Direct Telemetry Section 3.2., 6.9-6.12 Tariff Impacts No Estimated Tariff changes May have contract / agreement impacts Next Steps Expanding and moving to Phase II Page 20
Phase 2 Proposal: Use of data concentrators to provide distributed energy resource aggregation, data concentration and control signal disaggregation services Option for the provision of meter data, telemetry data and control signaling to distributed energy resources Defining Role and Responsibilities Execute an agreement with the ISO Service agreement for each resource owner represented Maintain interface systems, communications access and secure availability for resources represented to the ISO Requires certification training, testing and adequate credit Page 21
Phase 2 Proposal: Illustration data concentrator Under this proposal, data concentrators interact with the ISO at the data concentration point providing data for each individual resource represented. Concentration: visibility and interaction with individual market resources at the data concentration point. Aggregation: Aggregations represented as a single market resource no interaction behind the point of concentration maintained and managed by the data concentrator. Figure is only an illustration and may not fully represent ISO requirements. Page 22
Phase 2 proposal scoping and tariff changes Support for data concentrator need Scope of effort Policy and tariff changes Timing and resource commitment Recommendation to ISO management Questions Page 23
Market Resource: AF BASE 1 Market Resource: AF BASE 2 Market Resource: AF BASE 3 Slide 24
Market Resource: AF BASE 1 Current example: ISO metered entity modeled as NGR Aggregation of EV s within one site to a single ISO market resource Meter and telemetry at the electrically isolated EV Site Single Sub LAP Single site within ISO Pnode Slide 25
Market Resource: AF BASE 2 Current example: ISO metered entity modeled as NGR Aggregation of multiple parking lot facilities within one site to a single ISO market resource ISO meters at each electrically isolated EV parking lot facility (ISO metered entities will aggregate to one ISO market resource) ISO telemetry at site level (ISO AGC signal decomposition done by resource management system) Single site within ISO Pnode Single Sub LAP Slide 26
Market Resource: AF BASE 3 Current example: ISO metered entity modeled as NGR Aggregation of multiple parking lot facilities across different sites to a single ISO market resource ISO meters at each electrically isolated EV parking lot site (ISO metered entities will aggregate to one ISO resource ISO telemetry at aggregated site level (ISO AGC signal decomposition done by resource management system) Single site within ISO Pnode Single Sub LAP Slide 27
Telemetry Concentration using a RIG Aggregation Model Current example: RIG Telemetry Aggregation Concentration of ISO resources under 1 RIG ISO Resource identity is maintained Single Sub LAP Multiple Pnodes RIG Resource 1 Resource 2 Resource 3 Resource 1 Resource 2 Resource 3
Market Resource: AF BASE 123 Slide 29
Market Resource AF BASE 123 Market Resource AF BASE 6 AF BASE 123 AF BASE 45 Future example: meter and telemetry data provisioned through a data concentrator. AF BASE 456.. Concentration of data from multiple ISO market resources for bulk processing SQMD aggregated to the market resource and submitted to each Telemetry provided at market resource and Pnode physical resource levels Dispatch and AGC signal to market resource Aggregations within single Sub LAP Slide 30
Next Steps Request for stakeholder comments by September 5, 2013 Comments mailbox MTOptions@caiso.com. Page 31