California ISO

OMAR Online Replacement

Customer Partnership Group

October 13, 2015

Presented by:

Mike Russell, Manager, Market Services Meter Engineering & Analysis

Mike Lucas, Project ManagerVeronica Elze, Business Analyst

ISO SMEs

California ISO

Purpose of Today’s Meeting

• Kick-off Customer Partnership Group re: a new

metering interface

• Overview of Business Requirements

Specification

– Review BRS section highlights

– BRS clarification Q&A

– Project Update & Customer Partnership Group next

steps

Page 2

California ISO

Todays Agenda

Time Topic Presenter

1:00 – 1:15 Overview of BRS requirements Mike Russell

1:30 – 3:30 Business requirements specification

• Business process changes

• Section-by-section requirements review

• Clarifying Q&A

Mike Russell

Veronica Elze

3:30 – 3:45 Project update & Next steps Mike Lucas

3:45 – 4:00 Wrap-up

• Request for comments

mlucas@caiso.com

Mike Lucas

California ISO

• Submit SQMD to the ISO –

– Via web service API - The new metering interface shall have the

capability to consume web services via a well-defined web service

API for interaction with external users.

– Via the User Interface (UI) for specific file formats

• View and/or download SQMD from the ISO –

– Download via web service API - The new metering interface shall

have the capability to broadcast web services via a well-defined web

service API for interaction with external users.

– View data in the UI

– Export data in specific file formats via UI

Overview of Business Requirements

4

California ISO

• Manage User Authentication and Authorization to Access

new metering interface

• Manage Application Configuration

• Manage Meter Data Submission

• Manage Meter Data

• Manage Meter Data Downloading

• Meter Data Acquisition & Processing

Business Process Changes

5

California ISO

BRQ006 – BRQ014

BRS section 4.1: Manage User Authentication and

Authorization to Access new metering interface

6

California ISO

BRQ026 – BRQ027

BRS section 4.2: Manage Application

Configuration

7

California ISO

BRQ047 – BRQ053

BRS section 4.3: Manage Meter Data Submission

8

California ISO

BRQ061 – BRQ072

BRS section 4.4: Manage Meter Data

9

California ISO

BRQ152 – BRQ154

BRS section 4.5: Manage Meter Data

Downloading

10

California ISO

BRQ160

BRS section 4.6: Manage Meter Data Acquisition &

Processing

11

California ISO

BRQ172 – BRQ174

BRS section 4.7: Metrics and Performance Criteria

12

California ISO

IS-BRQ-001 – IS-BRQ-004

CIP-BRQ001 – CIP-BRQ004

NMI-BRQ188 – NMI-BRQ199

BRS section 4.8: Information Security Adherence

13

California ISO

Published Business Requirements Specification

October 7, 2015

Today’s CPG meeting October 13, 2015

Project Update

14

California ISO

1. ISO develops System Requirements Specification

2. Follow-up CPG meeting– Late November / early December for feedback discussion

3. Technical Specifications– Spring 2016

4. Technical CPG meeting– 2 weeks after Tech Specs

Comments - Send to mlucas@caiso.com

Next Steps for CPG

15