Part 5 DSASP Resource Registration for MIS Demand Response Information System (DRIS) Training for March 2013 Deployment

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Part 5 DSASP Resource Registration for MIS Demand Response Information System (DRIS) Training for March 2013 Deployment Michael Lavillotti Product Business Analyst New York Independent System Operator Tuesday, March 5 th, 2013 09:00 AM 12:00 PM Thursday, March 14 th, 2013 01:00 PM 04:00 PM Web Ex - Rensselaer, NY 2013 New York Independent System Operator, Inc. All Rights Reserved. DRAFT FOR DISCUSSION PURPOSES ONLY

Training Topics Part 1: Introduction to DRIS DRIS User Requirements User Privileges Access to DRIS Part 2: DSASP Overview Part 5: DSASP Resource Registration for MIS Export DSASP Resource Report from DRIS Submit DSASP Registration Report Part 3: DSASP Resource Enrollment in DRIS Export Enrollment File Import DSASP Resources Resource Import Validations Manage Import Results Part 4: DSASP Aggregations in DRIS View DSASP Aggregations and Resources DSASP Resource Enrollment Statuses Manage DSASP Aggregations Part 6: Submitted Aggregations in DRIS View History of Submitted Aggregations Part 7: View DSASP Resource Enrollment in DRIS Part 8: Deployment Additional Training Sessions Deployment Activities 2

Prerequisites to DSASP Resource Registration with MIS Prior to registering DSASP Resources with NYISO Member Relations, Market Participants must have completed the following: Export DRIS DSASP Resource Report 3

DSASP Resource Management From the DSASP Menu select Aggregation Management Select individual resources to participate in the aggregation Select resources to include them in the aggregation De-select resources to remove from aggregation Select Submit Include export of DSASP Resource Report with the NYISO Demand Side Ancillary Service Program (DSASP) Resource Registration Packet 4

DSASP Resource Report Successful validation of the DSASP Aggregation in DRIS produces the DRIS DSASP Resource Report Report is exported as a read-only Excel file Report size and number of pages will be dependent upon the number of Demand Side Resource(s) within a DSASP Resource/Aggregation Three possible sections Minimum number of pages is two Maximum is defined by DSR count in Aggregation 5

DSASP Resource Report Submittal ID Unique value assigned to each Submittal performed for an Aggregation Automatically assigned by DRIS Represents both the Aggregation and the individual resources during the Submittal phase Used for tracking and identification of aggregation registration paperwork for MIS Required for requesting a cancellation 6

DSASP Resource Report DRIS Demand Side Resource (DSR) Enrollment Status of Submitted Represents a DSR in the process of becoming Qualified for participation in the market A DSR cannot be updated while in the Submitted state A DSR must become Qualified or the Submitted aggregation must be canceled by the NYISO before actions may be taken to change individual DSR values or manage the Submitted aggregation Only one active submission may exist for an aggregation Submissions made in error will need to be canceled by NYISO Stakeholder Services To cancel a submittal, contact Stakeholder Services at 518-356- 6060 7

DSASP Resource Report Contains three possible sections: Section 1: DSASP Aggregation Submittal Report Aggregation and Submittal IDs Resource values for those being added or updated for the aggregation MW calculations Signature and date fields for DSASP Provider to complete Section 2: DSASP Resource Type, Bid Privileges and Unit Commitment Parameters Aggregation and Submittal IDs Fields for Product Type, Aggregation Type (Group or Individual), Generator Limits and Bid Flags Signature and date fields for DSASP Provider to complete Section 3*: Demand-Side Resource Removal Summary Aggregation and Submittal IDs DSR values for resources being removed from the aggregation *Section 3 will be blank when no DSRs are being removed from the DSASP Resource. Section 3 is for MP records only, not required by the NYISO. 8

DSASP Resource Report Section 1 DSASP Aggregation Submittal Report Data Populated by DRIS Submittal ID Numeric value which changes with each Submittal DSASP Agg ID Numeric value which is constant for the Aggregation Generator PTID Numeric value which will not be included on the first submission. Any subsequent submissions after registration has been completed will contain this value from DRIS DRIS Resource ID Resource Name Zip Code TO Account # Seasonal Total MWs Seasonal MWs for the specific Submittal Change From Inception Change in Seasonal MWs since first Submittal Change From Last Change in Seasonal MWs last Submittal 9

DSASP Resource Report Section 1 continued DSASP Aggregation Submittal Report Data Required to be populated by Market Participant Provider Name Provider Signature Provider Company Name Date Signed 10

Sample DSASP Resource Report Section 1 Section 1 will always be produced by DRIS unless all DSR(s) are being REMOVED from the Qualified Aggregation. If produced, SEND this section to the NYISO. 11

DSASP Resource Report Section 2 Resource Type, Bid Privileges and Unit Commitment Parameters Populated by DRIS Submittal ID DSASP Agg ID Generator PTID DSASP Aggregation Type DSASP Product Type Seasonal MW Ratings Required to be populated by Market Participant Physical Min Gen Response Rates Appropriate DAM Flags Appropriate RTM Flags Provider Name Provider Signature Provider Company Name Date Signed 12

Sample DSASP Resource Report Section 2 Section 2 will ALWAYS be produced when selecting to Submit and is required to be sent to the NYISO. 13

DSASP Resource Report Section 3 Demand Side Resource Removal Summary Populated by DRIS Submittal ID DSASP Agg ID Generator PTID DRIS Resource ID Resource Name Zip Code TO Account # Resource Summer kw Resource Winter kw Seasonal Aggregation MW Required to be populated by Market Participant None *Section 3 will be blank when no DSRs are being removed from the DSASP Resource. Section 3 is for MP records only, not required by the NYISO. 14

Sample DSASP Resource Report Section 3 *Section 3 will be blank when no DSRs are being removed from the DSASP Resource. Section 3 is for MP records only, not required by the NYISO. 15

DSASP Resource Registration Include DRIS DSASP Resource Report with DSASP Resource Registration Packet DSASP Registration Packet can be found in the Demand Side Ancillary Service Program Folder, located at: http://www.nyiso.com/public/markets_operations/market_data/dema nd_response/index.jsp 16

DSASP Resource Registration Combined DSASP Resource Registration Documents: Sent to NYISO by Market Participant MPs will be contacted by NYISO Stakeholder Services once registration is validated During Submission Process Cannot update DSRs included in the active Submission for the aggregation Cannot generate a new Submission for the aggregation Option to Cancel Submission Contact NYISO Stakeholder Services to cancel the active Submission for the aggregation Submittal ID will be end-dated in DRIS when the DSASP Resource has passed pre-qualification test All associated DSRs of the DSASP Resource will have an Enrollment Status of Qualified 17

Submittals for DSASP Registration First Submission of the Aggregation Include Sections 1 and 2 of the DRIS DSASP Resource Report with the DSASP Resource Registration Packet sent to Member Relations Subsequent Submissions of the Aggregation Send only Sections 1 and 2 of the DRIS DSASP Resource Report to Member Relations on all subsequent updates to an aggregation Types of updates requiring a submittal include: Addition/Removal of resources from the DSASP Resource Changes to resource MW values Form should be sent to NYISO s Member Relations 18

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