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DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager Lindsay Perry, Associate Analyst Resource Registration & Performance Auditing DRITWG | January 12, 2010

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Page 1: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

DR Under FCM – UpdateMetering Configurations – SummaryRegistration Timeline and ExamplesFCM DR Asset Data Conversion Update

Lemuel Gonzalez, ManagerLindsay Perry, Associate AnalystResource Registration & Performance AuditingDRITWG | January 12, 2010

Page 2: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

• FCM DR Metering Configurations - Summary

• Asset Registration Timelines

• FCM DR Asset Data Conversion Update

Agenda

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 3: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

FCM DR Metering Configurations

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 4: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

• Metering Configurations were discussed in more detail at the January 6, 2010 DRWG meeting. The presentation is available at:– http://www.iso-ne.com/committees/comm_wkgrps/mrkts_comm/

dr_wkgrp/mtrls/2010/jan62010/drwg_ms_01-06-2010.ppt

• Today’s presentation covers the over all object/data model overview and a summary of the metering configurations

Metering Configurations

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England4

Page 5: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Terms Used In This Presentation• CFE

– Communication Front End (ISO side, servers that support the communication with Market Participants, or their agents)

• Customer Baseline (CB)– An estimate of an Asset’s electricity consumption had it not responded to

a RTDR or RTEG event.

• DDE– Demand Designated Entity

• DG Output (DG)– The metered output of a Distributed Generator less any parasitic loads.

• Facility– A location where service is provided to an end-use metered customer.

• Facility Metered Load (FML)– Electricity consumed at a Facility that is purchased from the grid.

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 6: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Terms Used In This Presentation

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England6

• Hourly Reduction (HR)– The reduction in the Asset’s electricity consumption resulting from

responding to a RTDR or RTEG event, or in the case of passive assets the average demand reduction across the performance/event hours.

• Metering Configuration (MC)• RTDR / RTEG Asset

– One or more measures/facilities located at a single PNode, reporting data as a single set of values and assigned a unique Asset ID by the ISO

• RTU– Remote Terminal Unit (field devices owned by the Market Participants or

DDE that communicate with the CFE system servers)

• Total Facility Load (TFL)– Total Facility Load is the total electricity consumed at a facility inclusive of

that purchased from the grid and that produced on-site from a Distributed Generator. TFL = FML + DG

Page 7: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Demand Resources Hierarchy Overview

7

Facilities

Jim’s Laundry

Mary’s Widgets

Fred’s Salvage

ABC Supply

Measures

RTDR Measure 1

RTDR Measure 2

RTDR Measure 3

RTEG Measure 1

RTEG Measure 2

RTEG Measure 3

Assets

Asset 1

RTDR

Asset 5

RTEG

Demand Resources

DR A

RTDR

Asset 4

RTEG

Asset 3

RTEG

Asset 2 RTDR

DR BRTEG

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 8: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

      ISO Uses Reported Data As Follows:Ref No Metering Configuration Applicable 

DR TypesParticipant Reports:

Hourly Reduction Logic CB Based On:

1 DG Output Directly Metered

RTDR, RTEG, OP, SP

DG & FML (if pushback possible) HR = DG No CB

2 Load Reduction - No DG at the Asset RTDR FML HR = CB - FML FML

3 DG Used to Reduce Load at the Asset RTEG FML HR = CB - FML FML

4Load Reduction - DG Used to Reduce Load at Another

On-Site AssetRTDR DG & FML HR = CB - TFL TFL

5DG Used to Reduce Load at the Asset - DG at Another

On-Site AssetRTEG DG & FML HR = CB - TFL TFL

6 Load Reduction Pursuant to M&V Plan

OP, SP monthly performance values

HR = avg MPV across performance hours No CB

Certain RTDRreduction reported

as if it were generation

HR = DG No CB

Metering Configuration - Summary

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England8

Page 9: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Asset Registration Timelines

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 10: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

• Inform Lead Market Participants and DDEs of the proposed timelines

• As the timelines will display:

– The Lead Market Participants need time to submit the registrations

– The ISO needs time to review new registration and changes– The DDE needs time to accommodate changes to the

communication model each month to reflect registration changes

Purpose for discussing the timelines

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England10

Page 11: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Measure State Chart

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

RECEIVEDPENDING

CUSTOMER ACTION

CANCELLED

RETIREDAPPROVED LPREVIEW IN PROGRESS

REJECTED

ISO

ISO

ISO

ISO

LP

ISO

Page 12: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Asset State Chart

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

• All measures under an asset must be approved before an asset can be “Ready to Respond.”

Note: Meter Installed & Operational (MIO), and a CB built when needed, need to be satisfied prior to R2R.

RECEIVEDPENDING

CUSTOMER ACTION

CANCELLED

READY to RESPONDAPPROVED

REVIEW IN PROGRESS

REJECTED

RETIRED

ISO

ISO

ISO

ISO

LP

ISO

LPISOLP (MIO)

Page 13: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Asset Registration Timeline

• New Assets:– Must allow the ISO 7 full business days to review submittal, as is the

practice today (though in practice our turnaround is quicker)– Must be approved, and have a baseline built when needed, before

the data snapshot is taken to construct the communication model

• Baseline Data– Window for submitting data starts as early as five business days prior

to the registration submittal (CB needed by T-8, e.g., 8/24/2010)

8/31/2010 (Tue)8/1/2010 (Sun) 8/10/2010 (Tue): New Asset Submitted to CAMS

8/25/2010 (Wed) 0:00 (T-7): Final snapshot of Data Model Taken

8/15/2010 (Sun): Deadline to Submit New Assets for 9/1/2010, submittals beyond this date are not guaranteed to be ready for 9/1/2010

8/3/2010 (Tue) – 8/23/2010 (Mon): Window to submit baseline data with a requested operational date of 9/1/2010

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 14: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Registration Timeline Examples

8/31/2010 (Tue)8/1/2010 (Sun)

8/25/2010 (Wed) 0:00 (T-7): Final snapshot of Data Model Taken

8/9/2010 (Mon) – 8/13/2010 (Fri):

Current Baseline Data Submitted

8/14/2010 (Sat): New Asset

Submitted to CAMS

8/25/2010 (Wed) 0:00 (T-7): Final snapshot of Data Model Taken

8/9/2010 (Mon) – 8/13/2010 (Fri):

Historical Baseline Data Submitted

Preferred Timeline

“Last Minute” Timeline8/24/2010 (Mon): Asset Approved

By ISO

8/15/2010 (Sun): Deadline to Submit New Assets for 9/1/2010

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

8/31/2010 (Tue)8/1/2010 (Sun)

8/9/2010 (Mon): New Asset Submitted to

CAMS

8/14/2010 0:00 (Sat): Baseline

Built

8/17/2010 (Tue): Asset Approved by ISO

8/15/2010 (Sun): Deadline to Submit New Assets for 9/1/2010

8/15/2010 (Sun): Baseline Built

Page 15: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Registration Timeline Examples (cont.)

8/23/2010 (Mon): New Asset

Submitted to CAMS

Late Timeline

• In this example, the ISO is given less than two business days to review the asset in order for it to be R2R by 9/1/2010.

• Asset’s ready to respond date will be postponed until 10/1/2010 since the asset was approved on 8/27/2010.

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

8/25/2010 (Wed) 0:00 (T-7): Final Cut of Data Model Taken

8/16/2010 (Mon) – 8/20/2010 (Fri):

Historical Baseline Data Submitted

8/27/2010 (Tue): Asset Approved

By ISO8/31/2010 (Tue)8/1/2010 (Sun)

8/16/2010 (Mon): Deadline to Submit

New Assets for 9/1/2010

8/24/2010 (Tue): Baseline Built

Page 16: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Forward Capacity MarketDR Asset Data Conversion Update

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 17: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Administrative Reminder• All forms have been sent.

• Forms are due back to ISO Customer Support from EPs by January 31, 2010.

• Follow up questions regarding the form may be directed to ISO Customer Support.

• ISO Customer Support contact information is as follows:– [email protected]– 413-540-4220

• EPs unable to provide required information in a timely manner risk delaying conversion of their LRP assets for the start of the first Capacity Commitment Period on June 1, 2010.

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England17

Page 18: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Timeline Reminder (Continued)

Dec 9, 2010:Demand Asset data conversion form distributed

Current CAMS

CAMS under FCM

TBD: CAMS under FCM

deployed – Current CAMS may be used for registration for

Transition Period months

June 1, 2010: First FCM

Commitment Period begins – current CAMS

becomes “read-only”

Jan 31, 2010:Demand Asset

data conversion form due

A B C

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England18

Page 19: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

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Timeline (Continued)

Before form is returned to the ISO (A)

Between form returned and deployment 

CAMS under FCM (B)

Once CAMS under FCM is deployed (C)

Make updates to existing LRP assets for FCM

Update XLS Form, and CAMS also if it applies to the Transition Period.

E-mail ISO Customer Support with the request (HEAT ticket). For extensive revisions, submit request to ISO for an updated XLS .Update CAMS if it also applies to the Transition Period.

• TP-only Assets: Current CAMS may be used.FCM –only Assets: Use CAMS under FCM.

• Both: May need to update both systems.

Register New Asset (incl. un-retiring) for Transition Period

Continue to use Current CAMS, plus fill out the revised Additional Information sheet and email to ISO Customer Support .Note: FCM related fields are only needed for LRP assets you want the ISO to cutover to FCM.

Current CAMS may be used for Transition Period only.

Register New FCM Assets

Continue to use Current CAMS, plus fill out the revised Additional Info. sheet and email ISO CS. Use CAMS under FCM.

Where to register new assets and edit asset data

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 20: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

• MW Allowed to Be Pushed Back field on the “Passive Assets” tab of the form is missing. Please put this value in the Notes/Comments field.

• If an asset’s DR Type is “RTDR” and the Reduction Method is “Start Generation” the form gives you three options for the Metering Configuration field. The ONLY valid option for this combination is “DG Output Directly Metered.” Please disregard the other options.

• MCs with “DG” in their names still apply to RTEG assets. EGs are Distributed Generation.

Corrections and General Comments

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England20

Page 21: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

• Please review the January 6, 2010 presentation if you are interested in more detail regarding commonly asked questions on the asset cutover effort. The presentation is available at:– http://www.iso-ne.com/committees/comm_wkgrps/mrkts_comm/

dr_wkgrp/mtrls/2010/jan62010/drwg_ms_01-06-2010.ppt

For more on commonly asked questions

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England21

Page 22: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

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Questions

DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England

Page 23: DR Under FCM – Update Metering Configurations – Summary Registration Timeline and Examples FCM DR Asset Data Conversion Update Lemuel Gonzalez, Manager

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

1 2 3 4 5 6 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 31

August 2010For reference to use with the registration timelines

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DR Under FCM – Update | January 12, 2010 DRITWG |

© 2010 ISO New England