oasis ii stage 1 requirements joint oasisii implementation task force paul r. sorenson november 17,...
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OASIS II Stage 1 Requirements Joint OASISII Implementation Task Force Paul R. Sorenson November 17, 2004. Stage 1 Components. Participant Registration Key Liaison - NERC User Registration Key Liaison - NERC Market Resource Registration Key Liaison – NERC & IRC Publish/Subscribe - PowerPoint PPT PresentationTRANSCRIPT
OASIS IIStage 1 Requirements
Joint OASISII Implementation Task Force Paul R. Sorenson
November 17, 2004
Stage 1 Components Participant Registration
Key Liaison - NERC User Registration
Key Liaison - NERC Market Resource Registration
Key Liaison – NERC & IRC Publish/Subscribe
Key Liaison - none Operations Data Exchange
Key Liaison – NERC & IRC Auction Transmission Markets
Key Liaison - IRC
Participant Registration
Central Registry Requirements Identify Business Entity Identify Business Role(s) Identify Contact Information
Market Registry Requirements Identify Business Entity
• Key to Central Registry? Identify Market Access
• Markets (e.g., Transmission, Energy, etc.)• Market Resources Owned/Operated• Market Agreements/Contracts
Participant Registration Submit Participant Registration
Participant ID Participant State (e.g., Accepted, Denied) Activation date/time Deactivation date/time Legal business name of the Participant organization Industry recognized business identifier (e.g., DUNS number, etc.) Address Contact information (phone, FAX, etc.) Method(s) of establishing creditworthiness Roles played in the market:
• PSE LSE GPE
• Transmission Customer• Transmission Owner• Transmission Operator• Generation Owner• Generation Operator• Reliability entity
Reliability Authority Balancing Authority
Market services being requested; initial service agreement application. (May be inferred by market role, e.g., GPE must execute interconnection agreement(s), TCs must execute pro-forma service agreements, etc.).
Other market-dependent information requirements
Participant Registration
Modify Participant Registration Change/add/delete subset of registered data
Set Participant Registration State Acknowledge Acceptance or Denial of registration request
View Registration Generic query for registration information
User Registration
Central Registry Requirements None?
Market Registry Requirements Identify Business Entity Identify User Identify User Roles Identify User Market Access (subset of Participant’s)
• Markets (e.g., Transmission, Energy, etc.)• Market Resources Owned/Operated
User Registration Submit User Registration
User ID User State (e.g., Accepted, Denied) Activiation date/time Deactivation date/time Legal business name of the User's Participant organization (or Participant ID) User name Address Contact information (phone, FAX, etc.) e-MARC certificate information (one or more):
• user's distinguished name• certificate issuer's distinguished name
Roles played in the market (access rights/privileges):• User Administrator• Energy Market Participant• Transmission Rights Market Participant• Scheduler• Reliability operator• Etc.
Other market dependent user registration information
User Registration
Modify User Registration Change/add/delete subset of registered data
Set User Registration State Acknowledge Acceptance or Denial of registration request
View Registration Generic query for registration information
Market Resource Registration Facilities
Physical• Generator• Station• Line• Etc.
Resources Commercial
• Source/Sink• POR/POD• Location
Hub Load Aggregate
• Etc. May Map to Facility(ies)
Others?
Market Resource Registration Central Registry Requirements
POR/PODs Source/Sinks Transmission Product (Attributes) Path Names? Location Names (e.g., p-nodes, hubs, load aggregates, etc.)? Commercial Mapping? Network Model Mapping? Key to Market Registry?
Market Registry Requirements Key to Central Registry? Identify Facilities Identify Resources
Market Resource Registration Submit Facility Registration
Facility ID Facility State (e.g., Accepted, Denied) Activation date/time Deactivation date/time Facility name Facility type (e.g., generator, station, meter, etc.) Facility sub-type, if applicable (e.g., coal fired, nuclear, etc.) Owner(s) Operator Operational status (e.g., construction, in-service, decommissioned, etc.) Ratings Other market dependent facility specific information Model data as required to support the market/network model
Market Resource Registration Submit Resource Registration
Resource ID Resource State (e.g., Accepted, Denied) Activation date/time Deactivation date/time Resource name Resource type (e.g., generation, load, transmission, pricing, etc.) Resource type specific sub-type, if applicable (e.g., POR, POD, Flowgate, etc., for
transmission; node, zone, hub, etc. for pricing) Associated Facility(ies) or other Resources, if applicable (e.g., generator facilities
and weighting factors for generation resources; price nodes and weighting factors for zone pricing resources)
Market Participant allowed to bid/offer the Resource (i.e., owner) Resource limits, default bid parameters, etc., if applicable Other market dependent Resource registration information
Market Resource Registration
Modify Facility Registration Change/add/delete subset of registered data
Set Facility Registration State Acknowledge Acceptance or Denial of registration request
Modify Resource Registration Change/add/delete subset of registered data
Set Resource Registration State Acknowledge Acceptance or Denial of registration request
View Registration Generic query for registration information
Publish/Subscribe Submit Subscription
Subscription ID Subscription State (e.g., normal, suspended) Activation date/time Deactivation date/time Delivery location/method
• Uniform Resource Identifier or Locator (URI/URL) of system to be notified• Protocol (e.g., HTTP(S); email, etc.)
Identification of data being subscribed to:• "Category", e.g., Transmission, Registration, etc.• "Type", e.g., Deals, Participant, etc.• “Event”, e.g., Set TR Auction Bid/Offer State
Optional data filter qualifiers (nature dependent on data subscribed to)• Market Participant(s)• Resource(s)
Optional Subscriber specific context information to be included in each notification message sent to Subscriber.
Publish/Subscribe
Modify Subscription Change/add/delete subset of registered data
Notify Subscribers On Data Event
• Identify Subscribers• Issue Notifications
View Registration Generic query for subscription information
Operations Data Exchange
Submit Outage Outage ID Outage State Activation date/time Deactivation date/time Facility name Outage type (e.g., planned, unplanned, etc.) Outage start date/time Outage stop date/time Updated facility ratings during outage General terms for deferring or accelerating outage including costs
Operations Data Exchange
Modify Outage Change/add/delete subset of outage data
Set Outage State Acknowledge Acceptance or Denial of outage request
View Operations Data Generic query for operations data
Operations Data Exchange
Submit Load Forecast Load Forecast ID Load Forecast State Load Identifier (e.g., name) Load Location (e.g., node, zone, etc.) Load Profile
• MW• Start date/time• Stop date/time
Operations Data Exchange
Modify Load Forecast Change/add/delete subset of load forecast data
Set Outage State Acknowledge Acceptance or Denial of load forecast
View Operations Data Generic query for operations data
Auction Transmission Market
Post TR Auction Announcement Free-form Data
• Network Model information• Assumptions regarding system conditions:
Total load forecasts Major facility outages Contingent elements
• Transfer Capability eligible for auction• Auction rules
Auction Transmission Market
Post TR Auction Announcement XML Data
• Auction ID• Auction State (e.g., Pending, Open, Closed)• Activation date/time• Deactivation date/time• Auction Name• Auction Round• Auction Timing
Open/Close Clearing
• Auctioned Rights Products (e.g., on-peak obligation, etc.) Start/Stop
Auction Transmission Market
Submit TR Auction Offer/Bid Offer/Bid ID Offer/Bid State (e.g., Accepted, Cleared) Customer Identifier (Seller/Buyer) Auction ID Auction Rights (e.g. on-peak option) Quantity Offer/Bid, MWs Price Receipt Point (Injection); for point-to-point products Delivery Point (Withdrawal); for point-to-point products Transmission Resource (i.e., Flowgate) for path type products Exchange TR Auction Bid/Offer ID
Auction Transmission Market
Modify TR Auction Offer/Bid Change/add/delete subset of offer/bid data
Set TR Auction Offer/Bid State Acknowledge Market Clearing Results
• Auction Offer/Bid ID• Auction Offer/Bid State (e.g., Cleared)• Auction Clearing Price• Auction Cleared Rights MWs
Auction Transmission Market View Transmission Rights
Generic query for transmission rights information• Customer Identifier (Owner)• Type of rights held (Product) (e.g. annual point-to-point CRR obligation, monthly
flowgate CRR option)• Purchase Price (if applicable)• Rights Profile
Quantity (MWs)* Start time of rights Stop time of rights
• Receipt Point (Injection); for point-to-point products• Delivery Point (Withdrawal); for point-to-point products• Transmission Resource (i.e., Flowgate or Path)• Information tracking how and from where rights acquired:
By Allocation At auction From TSP From secondary market resale From secondary market transfer
Auction Transmission Market View Transmission Rights
* "Quantity" may be represented by multiple data elements to reflect:• Quantity purchased/sold – used for settlements• Quantity held – reflects current rights less any auction or bilateral secondary
market resales/reassignments• Quantity committed – reflects rights currently being used or otherwise not
available for resale (i.e., scheduled use in physical rights markets, offered into auction for financial rights markets, pending resale/reassignment, etc.)