Market Simulation – Independent and Fall 2016 Release Phase 2 Trang Deluca Sr. Change and Release Planner Independent and Fall 2016 Release Market Simulation Phase 2 August 29, 2016
Market Simulation – Independent and Fall 2016
Release Phase 2
Trang Deluca
Sr. Change and Release Planner
Independent and Fall 2016 Release Market Simulation Phase 2
August 29, 2016
Agenda• Independent and Fall 2016 MAP Stage Availability
• Independent and Fall 2016 MAP Stage Environment Configuration
• Independent and Fall 2016 Market Simulation Initiatives and Timelines
• Independent Initiatives –
• Reliability Services Initiative (RSI) and Capacity Procurement Mechanism Replacement
(CPM) Initiative Phase 2 Simulation Timeline
• Known Issues List – RSI/CPM
• RSI/CPM Scenario Tracking
• Fall 2016 Initiatives –
• OMAR Online Replacement
• Known Issues List – OMAR Online Replacement
• ACL Groups for OMAR (MRI-S) and PIRP (CMRI) replacement
• EIM Year One Phase 2
• Known Issues List - EIM Year One Phase 2
• Bid Cost Recovery and Variable Energy Resources
• Forecasting and Data Transparency
• Frequency Response (BAL-003)
• CMRI Acceptable Use Policy
• Energy Storage and Distributed Energy Resources Phase 1
• Flexible Ramping Product Simulation Timeline
• Known Issues List - Flexible Ramping Product
• Next Steps
• Reference Slides Page 2
MAP Stage Scheduled Maintenance –
Upcoming Environment Maintenance Outages
• August 29, 2016 - August 30, 2016 – No Outages (OASIS, Market)
• Tuesday, September 6, 2016 – September 7, 2016 (CMRI, SIBR, BSAP)
– Due to Monday, September 5, 2016 holiday
MAP Stage Daily Maintenance Window – Tuesday, Wednesday and Thursday
16:00 - 20:00
MAP Stage Weekly Maintenance Window – Monday 09:00 - Tuesday 09:00
Page 3
Independent and Fall 2016 Releases MAP Stage
Availability
MAP Stage Load Forecast is NATIVE, and not
STUBBED/CANNED (GROUNDHOG DAY) Load
Forecast
Page 4
Independent and Fall 2016 Releases MAP Stage
Environment Configuration
Independent and Fall 2016 Releases Market Simulation
Phase 1 and 2 Initiatives and Timelines
Page 5
Fall and Independent Release 2016 Initiative Start Date (Trade Date)
End Date (Trade Date
Structured Simulation Start (Trade Date)
Expected Participation
Fall 2016 Release Market Simulation Phase 1
Energy Imbalance Market – APS and PSE7/6/2016 7/29/2016 7/6/2016
Arizona Public Service and Puget Sound Energy
OMAR Replacement 7/7/2016 9/23/2016 EIM Entities and ISO MPs
RSI/CPM Structured Scenario Testing (Independent) 7/19/2016 8/26/2016 7/19/2016 ISO MPs
Fall 2016 Release Market Simulation Phase 2
RSI/CPM Unstructured Testing (Independent) 8/23/2016 9/23/2016 ISO MPs
DRRS Enhancements Phase 2 (Independent) 9/6/2016 9/23/2016 EIM Entities and ISO MPs
Energy Imbalance Market - One Year Enhancements Phase 2 8/23/2016 9/23/2016
Arizona Public Service, NV Energy, PacifiCorp and Puget
Sound Energy
BCR/VER 8/23/2016 9/23/2016 EIM Entities and ISO MPs
Frequency Response (BAL-003) 8/23/2016 9/23/2016 ISO MPsCMRI AUP 8/23/2016 9/23/2016 EIM Entities and ISO MPs
ESDER 8/23/2016 9/23/2016 EIM Entities and ISO MPs
Flexible Ramping Product 8/23/2016 9/23/2016 8/29/2016 EIM Entities and ISO MPs
Forecasting and Data Transparency/PIRP Application Decommissioning 8/23/2016 9/23/2016
EIM Entities and ISO MPs
Reliability Services Initiative (RSI) and Capacity Procurement
Mechanism Replacement (CPM) Phase 2 SimulationThe RSI/CPM Initiatives Phase 2 Market Simulation Structured/Unstructured
timeline –
• RSI/CPM Market Simulation – July 18, 2016 - September 23, 2016
Structured Simulation Execution Timeline –
• Week 1/2 Scenarios (1B, 2B, 3B and 4B) – July 19, 2016 - July 21, 2016
• Week 3 Scenarios (6B,7B an 8B) – August 23, 2016 - August 25, 2016, for Trade Dates August 24,
2016 and August 25, 2016
CIRA API MOO Flag Timeline –
• API Unstructured Testing – August 22, 2016 - September 23, 2016
Updated Configuration file - http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=65F174E1-4AAB-4FE8-
9577-8A5EB1A02660
Structured Scenarios Document - http://www.caiso.com/Documents/2015-2016_ReliabilityServices-
CapacityProcurementMechanismReplacementMarketSimulationPlan.xls
Page 6
RSI and CPM Known Issues Open -
Page 7
# System Summary Status Estimated Fix Date
1 CIRA CIDI 183204 - MKT SIM Jul16 Obligation Reports Peak Demand Showing Not
Reflecting Subset of Days Resource
Open TBD
2 CIRA CIDI 182997 - CIRA RA report for the month of July in MAP stage, there are no
values
Open Temporary workaround
in place - Final solution
TBD
3 OMS OMS is not auto populating end on end of the month if user choose nature of work
as "monthly use limit reached"
Open TBD
4 OMS CIDI 180692 - OMS is not auto populating end on end of the year if user choose
nature of work as "annual use limit reached"
Open TBD
5 CIRA Sorting on 'View Bilateral Trades' screen does not work Open TBD
6 CIRA CIRA Annual CSP offer set shows Resources without NQC or EFC Postponed Road Map Item
7 CIRA CIRA shows double warning message when LSE claims more MW in their RA
plan
Open TBD
8 CIRA CIRA Reset option for Supply Plan Upload is not working Open TBD
9 Settlements CIDI 183538 - Resources receiving DA Regulation Up Awards must self schedule
in RT, impacting RT Flex Availability
Resolved 8/24/2016
10 Settlements CIDI 183796 – Adjust Flex and Flex CPM bid obligation quantities to forecast Resolved 8/24/2016
RSI/CPM Market Simulation Scenario Tracking
Page 8
Time Period Description Progress
Week 1/2 -1B, 2B, 3B, 4B
1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Monday 7/18 AM.
1.Complete
2.No showstopper known issues for week 1 and 2 scenarios. 2.Complete
3.Structured Scenarios 1B – 4B must be fully executed and successful bid to market output.
3.Complete
Scenario 5B
1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Monday 4/26 AM.
1.Complete
2.No showstopper known issues for week scenarios 5B. 2.Complete
3.Receive complete TD 4/28 settlement statements for Scenarios 5B. 3.Complete
Week 3 – 6B, 7B, 8B
1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Tuesday the week of scenario execution, 8/24.
1. Complete
2.No showstopper known issues for week 3 scenarios. 2. Complete
3.Receive complete settlement statements for Scenarios 1B – 4B.3. In Progress,
Statements 8/31
4.Structured Scenarios 6B – 8B must be fully executed and successful bid to market output.
4. Complete;
Settlements in
Progress,
Statements 9/2
OMAR Online Replacement Simulation
The OMAR Online Replacement Market Simulation timeline –
• July 7, 2016 - September 23, 2016 Unstructured
• MRI-S for metering API - available July 7, 2016
• MRI-S for metering GUI - available August 11, 2016
No historical data will be migrated in MAP Stage, all data must be uploaded to
be retrieved.
ISO to hold a CPG soon to address MPs MRI-S design questions.
• OMAR Online Replacement initiative Tech Spec –
http://www.caiso.com/Documents/OMAROnlineReplacementTechnicalSpeci
ficationClean_v16.pdf
Page 9
OMAR Replacement Known Issues Open -
Page 10
* ACL group creation to filter for a read only role at the resource level is not
currently available
# System Summary Status Estimated Fix Date
1 MRI-S CIDI 183396 - In specific instances MPs are unable to
retrieve batch validation status from OMAR replacement
API
Open TBD
2 MRI-S CIDI 183777 - MRI-S for Metering Limitation of 100,000
records.
Open
3 MRI-S CIDI 183693 - Allow LOAD measurement type for all
generator resources
Open TBD
4 MRI-S CIDI 183973 - Validation to not allow meter data
submission for ISO polled resources is currently not in
place
Open TBD
5 MRI-S UOM is missng on the UI Open TBD
6 MRI-S CIDI 184018 - Time zone is missing on the UI On Hold
7 MRI-S CIDI 183777, 183993 - Modification to AUP policy on
data retrieval to include querying by last updated time
On Hold TBD
8 MRI-S CIDI 183996, 184026 - Ability to query for more than one
trade date on the UI
Open TBD
9 MRI-S CIDI 183818 - Unable to submit Gen/Load data for
Pumped Storage Unit
Open TBD
ACL Groups for OMAR (MRI-S) and PIRP (CMRI)
Replacement
ACL (Access Control List) functionality –
• Ability to use ACL groups for the read only role for both the OMAR (MRI-S)
and PIRP (CMRI) is currently unavailable
• Work around is to continue to use existing OMAR and PIRP applications for
read only roles filtered at the resource level
• Target is to have this functionality available in the Fall Release
• Adequate time for testing the new read only roles in the Map-Stage
environment will be made available, including post 10/1
Page 11
OMAR Use Cases
ISO Polled Meter data
• Ability to use the new MRI-S application to view meter data for all resources
mapped to a specific SCID
• All meter data will be available to view in OMAR with the existing read only
roles
• Work around is to continue to use existing OMAR application until the read
only MRI-S role is available
SC Submitted Meter data
• Ability to use the new MRI-S application to submit Meter data via the new
MRI-S application
• Meter data submitted via MRI-S WILL NOT BE VIEWABLE USING THE
EXISTING OMAR APPLICATION
• Work around is to continue to use existing OMAR application until the read
only MRI-S role is available
Page 12
PIRP Use Cases
• Ability to use the new CMRI application to view data for all resources
mapped to a specific SCID is available
• Ability to view a subset of resources mapped to a specific SClD is not
available
• Work around is to continue to use PIRP until the ACL CMRI role is available
Page 13
EIM Year One Enhancements Phase 2 Simulation
The EIMY1P2 Market Simulation Timeline –
• EIMY1P2 Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
Page 14
EIM Year One Enhancements Phase 2 Known Issues
List
Page 15
# System Summary Status Estimated Fix Date
1 Market Solution There are still cases in which the congestion components do not add up to the total congestion. Impact is that, the congestion allocation for those resources would not be accurate.
Open 8/30/16
Bid Cost Recovery and Variable Energy Resources
Simulation
The BCR/VER Market Simulation Timeline –
• BCR/VER Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
Page 16
Forecasting and Data Transparency Simulation
The FDT Market Simulation Timeline –
• FDT Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
Page 17
Forecasting and Data Transparency Simulation Known
Issues List
Page 18
# System Summary Status Estimated Fix Date
1 CMRI CIDI 184122 – No DA forecast data for 8/19-8/24 PIRP forecasts in CMRI Resolved 8/29/16
2 CMRI CIDI 184122 – Sporadic/limited data for 8/19-8/24 PIRP forecasts in CMRI Open TBD
Frequency Response Simulation
The BAL-003 Market Simulation Timeline –
• BAL-003 Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
– Settlement statements and Invoices for Transferred Frequency Response (CC 7597) are
available in MRI-S in Map Stage
– In MRI-S, participants can find them by selecting TFR Initial, TFR Recalc, or TFR Invoice
under the “Run Type” dropdown.
Page 19
CMRI Acceptable Use Policy Simulation
The CMRI AUP Market Simulation Timeline –
• CMRI AUP Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
Page 20
Energy Storage and Distributed Energy Resources
Phase 1 Simulation
The ESDER Phase 1 Market Simulation Timeline –
• ESDER Phase 1 Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
Page 21
Flexible Ramping Product Simulation
The FRP Market Simulation Structured/Unstructured Timeline –
• FRP Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
Structured Simulation Execution Timeline –
• Structured Testing Support – August 29, 2016 - September 2, 2016
– Scenarios 1, 2 – Trade Date August 31, 2016
– Scenarios 3, 4 – Trade Date September 1, 2016
Structured Scenarios Document -
http://www.caiso.com/Documents/FlexibleRampingProductStructuredScenarios10.pdf
Page 22
Flexible Ramping Product Simulation Known Issues List
Page 23
# System Summary Status Estimated Fix Date
1 ADS ADS Commitments are not being displayed, start up, shut down, transitions, etc. Open 8/30/16
2 OASIS CIDI - 184123 OASIS:FRP: New OASIS API's are giving invalid request. Resolved 8/25/16
3 CMRI CIDI 184145 – Incorrect formats on XML when trying to get SchedulePrices returned through RequestSchedulePrices_v4
Open TBD
Next Steps
• The next teleconference will take place @ 14:00 PPT on
Thursday September 1, 2016
Page 24
Page 25
Reference Slides
ISO Market Simulation Support
• Hours - 09:00 - 18:00, PPT (Monday through Friday)
• ISO’s 24X7 Help Desk - (916) 351-2309 (Connectivity - GUI or API)
• Email - [email protected]
Page 26
Market Simulation Issue Management
• Submit all issues to the ISO CIDI case management system
• CIDI tickets will need to have “Functional Environment = Market
Simulation Fall 2016” to be reviewed by ISO SME’s
Page 27
Early Release 2016 Tech Specs - CIRA
• CIRA Interface Specification v2.0 (Early 2016 Release)
http://www.caiso.com/Documents/CIRAInterfaceSpecification_Early2016Release.
• Retrieve Resource Adequacy Capacity Data v1 (Early 2016 Release)
http://www.caiso.com/Documents/RetrieveResourceAdequacyCapacityData_Earl
y2016Release.zip
Page 28
The ISO published the following technical documentation for the CIRA system, which
introduces application programming interface (API) services.
The documentation is available on the ISO website at:
ISO System Access Documentation
• http://www.caiso.com/Documents/SystemAccessInformat
ion_MarketParticipants.pdf
Page 29