dr audit & testing tool overview
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DR Audit & Testing Tool Overview
Lemuel Gonzalez, Operations Solutions ManagerDRWG, May 4, 2010 Meeting
DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Agenda
• Purpose of DR Audit & Testing Tool
• Process Overview
• High level introduction to the tool
• Training
• Next steps
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Process is changing, rules are the same
• Provisions in M-RPA have not changed regarding Demand Resource auditing
• The new tool is only changing the process for requesting audits and for reviewing your audit results
• Expect the tool to be available next week, tentatively scheduled for either May 10th or 12th
• Training scheduled for May 5th & 6th and May 17th & 18th
• Plan to publish final versions of the training slides in the last week of May
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Process OverviewLifecycle of an Audit
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Establish Need for
Audit
Establish Need for
Audit
• Commercial Operation Audit
• Seasonal DRU Audit
• Commercial Operation Audit
• Seasonal DRU Audit
FCTSFCTS
Lead Participant
Conduct AuditConduct Audit
• Dispatch for Active
• Analysis & Supp Doc for passive
• Dispatch for Active
• Analysis & Supp Doc for passive
A&TTCFE/RTU
CAMS
A&TTCFE/RTU
CAMS
ISO
• Calculate DRV• Settlement• Performance
• Calculate DRV• Settlement• Performance
May use Auditvalues
May use Auditvalues
SMS SMS
ISOAudit Results•Approve•Defer•Fail
Audit Results•Approve•Defer•Fail
• Initialize (Approve or Defer)• Final (Approve or Fail)
• Initialize (Approve or Defer)• Final (Approve or Fail)
A&TTCAMS
A&TTCAMS
ISO
DetermineCommercial Operation
DetermineCommercial Operation
• CODp (FCTS)• FA Return
(tied to AR)
• CODp (FCTS)• FA Return
(tied to AR)
FCTSFAM
FCTSFAM
ISO
Request/Cancel Audit
Request/Cancel Audit
• Start Date Audit
• Start Date Audit
A&TTA&TT
Lead Participant
ISO trigger establishes
a needfor Audit
ISO trigger establishes
a needfor Audit
ISO
DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
DR Audit & Testing Tool (A&TT) Purpose
• Track DR audit requests and corresponding audits results
• Support business processes and workflows associated with DRs– Audits– Data validations and quality
• Allows users to be “in the know” providing transparency and timely delivery of DR performance information– DR Lead Participants– Demand Designated Entities– ISO’s Demand Registration & Performance Auditing (DRPA) group
• Will monitor/track performance of DR and Demand Assets
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Customer Process & WorkflowA&TT Access Roles
• LP Maintainer – Allows LP to assign users who can view, submit, and edit audit request
and review asset results information
• LP Read Only– Allows LP to assign users who can view the relevant audit request and
asset results data
• DDE Read Only– Allows the DDE of a Demand Resource to view pertinent audit request
and results information in support of their role as the DDE for a resource
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
A&TT Access RolesWho and What
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Accessing the tool from the SMD Applications Home Page
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Logging into the A&TTDefault LP View
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
• Home: provides a dashboard view of the Audit Requests
• Resource: provides detailed Demand Resource information that is pertinent to audits
• Asset: provides detailed Demand Asset audit information
• Audit Request: provides access to each Audit Request and the relevant details supporting each audit
• Asset Results: provides searchable asset results
• Qualifying Events: allows LPs to request that an eligible or qualifying event be used as an audit
• Flagged Assets: allows the LPs and DDEs to see any assets that have been flagged for their review, namely due to potential or reported problems with data quality
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Request Audit Button
Select the appropriate Resources and select Request Audit
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Resource view provides detailed audit history and resource information
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Demand Resource Tabs Provide Supporting Info
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Resource information displayed is based on the selected “As of Date” in relation to the DRV audit periods (where applicable)
DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Tracking the Status of Audit Requests
• Lead Participants and Demand Designated Entities can view Asset Results in the A&TT
• Dashboard view will provide the status of open audit requests– Pending– Dispatch Received– Asset Review In Progress– Initial Review Complete– Final Review Complete
• Customers will receive an e-mail from DRPA letting them know that the results are available
• Future enhancements to the tool will automate this e-mail
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Searching for Audit Requests
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc. 16
View list of Audit Requests meeting search criteria, navigate to Detailed Audit Request or Resource Information
Navigates to Audit Request
details
Directs user to Resource information
Actual: Actual Audit DateMIC: Total registered max interruptible capacityCSO: Capacity obligation for the month corresponding to the Window Start date
DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Viewing Audit Request Information for a Specific Demand Resource
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Tabbed Details Provide Supporting Information for the Audit Request
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Demand Asset Information
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Asset Results
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Average Interrupted MW column can be selected to bring you to the detailed interval data for that row’s Demand Asset
DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Asset Result Interval Data (by Asset)
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
DR Qualified Events View
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
CommunicationsHow, Who and When?
• Event driven e-mails sent to defined Lead Market Participant contacts in CAMS
• DR Audit & Testing General Contact– Qualifying Dispatch Event– Seasonal Audit Request additions
• End of season details
• DR Data Quality Contact– Addition, updates deletions to the list of Flagged Assets
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Sample Emails
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Communications with DDEs
Option to include DDEs or other providers on communications then create a group e-mail and provide that for the appropriate Person Contact record
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Training reminder
• Registration & Auditing or Demand Resources training scheduled for:– May 5 & 6 in Springfield (online registration is closed but if interested
we can accommodate the first four to contact us)– May 17 & 18 in Northampton (online registration is closed but new
registrants may be accommodated)
• First day is a revised version of last year’s registration and auditing training
• Second day is entirely focused on the new DR Audit & Testing Tool
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Next steps
• Consider attending the training
• Work with your Security Administrators to request access to the Audit & Testing Tool (will be available when the tool is released next week)
– There are three roles: LP Maintainer and Read Only and DDE Read Only
• Establish your e-mail contacts in CAMS for use in the DR A&TT application
– DR Audit & Testing General Contact– DR Data Quality Contact
• Establish your audit needs for the summer and request through the tool as needed
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Support
• Customer Support– Regular business hours
• Monday through Friday, 7:30 A.M. to 5:30 P.M. Eastern Time– Contact information
• Phone : 413-540-4220– All lines are subject to recorded/monitored conversations
• E-mail: custserv@iso-ne.com • Fax: 413-535-4156
• Market Training– Contact information
• E-mail: MkTraining@iso-ne.com
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DRWG, May 4, 2011 Meeting© 2011 ISO New England Inc.
Questions
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