business practice manual change management meeting · yanni chen. greg ford. sherryl heningburg....

California ISO – Internal Use Only – DRAFT

Business Practice Manual Change Management Meeting

Name Chris KirstenDate August 23, 2011

Web Address: https://www.webmeeting.att.comMeeting Number: 5114682337

Access code: 9842446

Teleconference Dial-in Number: (888) 428-4479International Dial-in: (612) 234-9960

https://www.webmeeting.att.com/�

AGENDA BPM Change Management Stakeholder Meeting

August 23, 2011Topic Presenter

Introduction, process review,and update on current initiatives

Chris Kirsten

Discussion of current PRRs, including PRRs grouped to address the Reliability Demand Response Resource initiative

Cayden JennessKevin KingGlen PerezYanni ChenGreg FordSherryl HeningburgRod WheelerKen BarrentineTom HalfordLorna Scott

Wrap up and next steps Chris Kirsten

PRRs for DiscussionDefinitions and Acronyms

Initial PhasePRR 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

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, 2011.

• 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.

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, 2011. 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)


• 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.

PRRs for DiscussionCredit Management Initial Phase

PRR PRR Title

473 Updates to the Credit Management BPM to reflect the implementation of FERC Order 741

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


• Next step:– Post Recommendation

PRRs for DiscussionRules 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)

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).





PRRs for DiscussionCongestion Revenue Rights Initial Phase

PRR PRR Title

476 Updates to reflect editorial corrections and the adjustments made on the 2011 CRR enhancement process

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




• Next step:– Post recommendation

PRRs for DiscussionMarket Instruments Initial Phase

PRR PRR Title

472 New OASIS reports - contingency run

478 Changes to support the 72 hr RUC initiative

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



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.





PRRs for DiscussionMarket Operations Initial Phase

PRR PRR Title

479 Changes to support the 72 hr RUC initiative

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.





PRRs for DiscussionMetering Recommendation Phase

PRR PRR Title

457 Credit Reform Compliance Filing

PRR 457– Credit Reform Compliance Filing

• Reason for Revision:– Compliance with FERC order #741

• Stakeholder Comments on Recommendation:– No stakeholder comments submitted



• Next step:– Post final decision

PRRs for DiscussionMetering Initial Phase

PRR PRR Title

459 Settlement Process Timeline Change

PRR 459– Settlement Process Timeline Change

• Reason for Revision:– To adhere to new settlement timelines and Rules of Conduct.





PRRs for DiscussionReliability 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

PRR 453 – Outage Management Reliability Demand Response Resource• Reason for Revision:

– Outage Management BPM section 7.3.3 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


• 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

PRR 454 – Market OperationsChanges 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

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.




PRR 456– MeteringReliability Demand Response Resource

• Reason for Revision:– Introduces Reliability Demand Response program

• Stakeholder Comments on Recommendation:– No stakeholder comments submitted





PRR 458 – Reliability RequirementsReliability 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



• Next step:

– Defer action then post final decision at end of September

Settlements and BillingPRRs 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

Settlements and Billing PRR Summary -Recommendation Phase

PRR CC/PC Comment Expiration / Next

Step

CommentsSubmitted

ISO Position / Reason for Revision

448 MSS Netting PC

Comment Period Expired on 8/16/11/ Defer Action then

Final Decision

N ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR).

449 RT Energy Quantity PC


Final Decision


451 RUC No Pay Quantity PC


Final Decision


452 Spin/Non-Spin No Pay QuantityPC


Final Decision

N ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR). 07/26/11

Settlements and BillingPRRs 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

Settlements and Billing PRR Summary – Initial PhasePRR CC/PC Comment Expiration /

Next StepCommentsSubmitted


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


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

N Clarifying documentation/language change







Settlements and Billing PRR Summary – Initial Phase, cont.

PRR CC/PC Comment Expiration/ Next Step

CommentsSubmitted








470 Pre-Calc IFM Net Amount


N To modify BCR rules & ExceptionalDispatch Energy settlement in line with Tariff Amendment

471 Main Body


N To accommodate the FERC 741 order for Credit Reform and the Settlements Timeline Change implementation


N To accommodate second phase of NERC/WECC automation

PRR 460 for DiscussionGIP BPM Recommendation Phase

PRR PRR Title

460 New BPM Generator Interconnection Procedures (GIP)

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


• Next step:– Post Final Decision

BPM Change Management ProcessA PRR is received, reviewed and accepted

Comments are submitted and moderated

First Comments

Stakeholder Meeting

Initiation & Acceptance Stage

Recommendation

Comments on Recommendation

Stakeholder Meeting on Recommendation

Final Decision

PRR details are reviewed, including comments

Recommendation is posted for comments

Comments are submitted and moderated

PRR details are reviewed including recommendation and comments

Final decision is posted and appeal period opens

Next Steps

Next Meeting:

September 27, 2011

business practice manual change management meeting · yanni chen. greg ford. sherryl heningburg....

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