Release User Group Agenda
September 20, 2011 10:00 a.m. – 10:55 a.m. (Pacific Time)
Web Conference Information Conference Call Information
URL: https://www.connectmeeting.att.com
Meeting Number: 8665282256
Access Code: 4914267
Domestic Call In: (866) 528-2256 International Call In: (216) 706-7052
Page 2
Release User Group Agenda
September 20, 2011 10:00 a.m. – 10:55 a.m. (Pacific Time)
Time Topic Facilitator
10:00 – 10:05 Agenda & ISO Roll call Janet Morris
10:05 – 10:15 DST SIBR-Lite Testing Jami Herguth
10:15 – 10:20 OASIS October Release Eureka Cullado
10:15 – 10:40 Release Plan Janet Morris
Cici Wang Adrian Chiosea Kelly Latimer Chris Mcintosh Scott Engquist John Williams
Contingency Dispatch Resource Schedules
Contingency Dispatch Nomogram/Branch Shadow Prices
OASIS API Specifications
Page 8
• OASISReport.xsd – adding the 4 new report names, no new data elements Only need to download if output file (new reports) is validated against the schema file, otherwise existing schema file will still work with all of the current/pre-existing production reports
• Post market notices with information regarding: API Specs document & XSD file
Release Notes
Release Plan - 2011
• Fall 2011 release – 10/1/11 http://www.caiso.com/informed/Pages/ReleasePlanning/Default.aspx
– RDRP
– FERC Order 741 Credit Reform / Settlements Timeline Improvements – Seasonal rating change
– Convergence Bidding limit changes – Dynamic Transfer – interim solution
– Grouping Constraints: http://www.caiso.com/Documents/Implementation_GroupConstraintsPhase1.pdf
– SIBR Interface Specification for Bidding Services: http://www.caiso.com/2bac/2bacc65bec30.pdf
• October monthly release – 10/11/11
– RDRP DRS 1.6 deployment
– OMS Phase 2 (deployment date moved to 10/18/11 to accommodate DB 56 promotion)
• Daylight Savings Time Change – 11/06/11
• Removal of Convergence Bidding on the Interties - TDB
• December monthly release – 12/13/11
– Generation of bids for NRS-RA – GMC rate structure change – Flexible Ramping
– MSG Enhancements – 72 Hour RUC
Release Plan - 2012
• Spring 2012 release
– Regulation Energy Management – LMPM Enhancements
– O&M Default Adder Values
• Fall 2012 Release
– Data Release Phase 3
– Enterprise Model Management (tentative) – Outage Management System (tentative)
October 2011 Monthly Release
Fall 2011 Release - Reliability Demand Response Product
(RDRP) Release Milestones
Milestone Date
Publish business requirements
http://www.caiso.com/2b51/2b519218728d0.pdf March 29
Publish draft BPM June 30
Technical specifications http://www.caiso.com/27ab/27ab6e875c2e0.html June 30 Implementation Plan http://www.caiso.com/Documents/ReliabilityDemandRespo nseProductImplementationPlan.pdf July 22 Market Simulation Plan
http://www.caiso.com/Documents/Fall2011Release_Octob erMonthlyReleaseMarketSimulationPlan.pdf
July 29 Market Simulation
(Registration & Settlement simulation delayed & expanded due
to environment issues. Additional details in Market Sim meeting)
Aug 23 – Sept 9 (Bidding)
Sept 20 – Sept 29 (Settlement)
Production Deployment October 1 (Bidding) On Track
October 11 (DRS)
Production Activation April 1, 2012 On Track
Fall 2011 Release - Credit Reform and Settlements Process
Timeline Change - Release Milestones
Milestone Date
Post final implementation proposal April 8, 2011
Credit Reform board approval May 15, 2011
Tariff stakeholders’ process May 18 – June 29
Credit Reform FERC filing June 30
Configuration guides (draft BPMs)
http://www.caiso.com/23ad/23ade49d4790.html July 8
Settlements timeline change board approval July 14
Market simulation August 15 – Sept 2
Fall 2011 Release – Dynamic Transfers Interim Solution
Interim Solution Using existing functionality (with limited modification) to support Dynamic Transferson interim basis:
1. Transmission reservations: ISO will continue existing market scheduling and settlement of transmission usage.
2. Congestion management: ISO will use most recent available telemetry as DOT for next dispatch interval. (New Feature )
3. Dynamic exports: system impact and modification will be identified as ISO receives specific project proposals.
4. Non-firm transmission: ISO will need to document tagging procedures and related systems and processes.
5. Coordination with neighboring BAAs: Supporting Dynamic Scheduling System (DSS) through Joint Initiatives project.
Application Software Changes
Master File: Define the Eligible Resources
Real Time Dispatch: Echo back the most recent telemetry as the DOT, unless
there are constraints such as congestion or over-generation that would prevent the persistent dispatch at the most recent telemetry.
Interface Specification
http://www.caiso.com/2bad/2bad7e4f72b60.pdf
Tariff filed 7/29/11 requesting effective date of 11/1/11.
Production
Deployment October 1, 2011 (activation based on FERC order) On Track Page 16
Fall 2011 Release – Grouping Constraints
Milestone Date Technical specifications http://www.caiso.com/Documents/InterfaceSpecification_Master FileDataExchangeServices_Clean.pdf June 30 Implementation Plan http://www.caiso.com/Documents/ReliabilityDemandRespo nseProductImplementationPlan.pdf July 22 Market Simulation Planhttp://www.caiso.com/Documents/Fall2011Release_Octob erMonthlyReleaseMarketSimulationPlan.pdf July 29 Publish Draft BPM http://www.caiso.com/Documents/BPMChangeManagementPro posedRevisionRequestsStatusAug_22_2011.htm August 22
Market Simulation Aug 23 – Sept 23 On Track
Production Deployment Sept 29 On Track
Fall 2011 Release – Clean Bid & Bid Results Updates
• Clean Bid & Bid Results will be updated to include the new Open Tie Status flag element
• Adds a new “HourlyParameter” element that allows for retrieval of the Open Tie Status
• Discussed during Technical Users Group on 7/19/11 • Will be implemented with Fall Release
• Please see the following documents on the Release Planning page for additional detail:
– SIBR Interface Specification for Bidding Services – BidResults Web Service Artifacts
– CleanBidSet Web Service Artifacts • Deployment date is 9/29/11
• The deprecated services are the 20090801 name space versions (20091101 is still good)
December Monthly Release - Generation of Bids for NRS-RA
Milestone Date Status
Frequently Asked Questions
http://www.caiso.com/informed/Pages/StakeholderProcesses/GeneratedBidsOutage ReportingResourceSpecificRAResources.aspx
Aug 18, 2011
IRR Implementation Workshop Aug 31, 2011
RA Template Availability http://www.caiso.com/Documents/December%202011%20release%7CPlan%20temp lates/ProposedISOSupplyPlanTemplate.xls http://www.caiso.com/Documents/December%202011%20release%7CPlan%20temp lates/ProposedISOResourceAdequacyPlanTemplate.xls Sep 9, 2011 Technical specifications SIBR Rules http://www.caiso.com/Documents/December%202011%20release/ReleaseNotes- SchedulingInfrastructureBusinessRulesBusinessRulesforBidding-Version4.7.2_DecemberRelease.pdf Master File http://www.caiso.com/Documents/December%202011%20release/TechnicalInterface SpecificationforMasterFileDataExchangeServices.pdf
SIBR Rules – Aug 25, 2011 Master File – Aug 19, 2011
BPM change management submittal date
Settlements-https://bpm.caiso.com/bpm/prr/show/PRR000000000484
Reliability Requirements - Sep 30 2011 Settlements– Sep 12, 2011
Market Instruments - Sept 21, 2011
On Track
IRR User Guide
Configuration guides Sep 30, 2011 On Track
December Monthly Release - GMC Rate Structure
Milestone Date
Application Software Changes • Congestion Revenue Rights (CRR)
• Settlements
BPM Changes • Congestion Revenue Rights (CRR)
• Settlements & Billing • Definitions & Acronyms
Business Process Changes • Manage Billing & Settlements
Board Approval May 2011
Configuration Guides September 26 On Track
FERC ruling September 30 On Track
Statement Publication
(3 daily statements +1 monthly statement +1 invoice)
Nov 1 – Nov 3 On Track
Production Activation January 1, 2012 On Track
December Monthly Release – Flexible Ramping
Milestone Date
Application Software Changes • DAM/RTM
• CMRI • OASIS
• Settlements
BPM Changes • Settlements & Billing
• Market Operations, Market Instruments Business Process Changes • Manage Billing & Settlements
• Manage Real Time Market
Board Approval August 2011
Configuration Guides September 26, 2011 On Track
Technical Specifications September 26, 2011 On Track
December Monthly Release – MSG Enhancements (Phase 1)
Milestone Date
Application Software Changes Master File
Changes in DAM and RTM for:
• Terminal condition logic for MSG configurations • Ramp-rate segment limit for MSG configurations • Ability to self-schedule into Real-Time for different configurations that have Day-Ahead energy or Ancillary Service awards
BPM Changes • Market Operations
Business Process Changes • TBD
Board Approval October 2011
Configuration Guides N/A
Technical Specifications N/A
Market Simulation Nov 8, 2011 – Nov 23, 2011
Production Deployment December 13, 2011
Production Activation Upon FERC order
December Monthly Release - 72 hours RUC Milestones
Milestone Date Status
Publish business requirements September 23, 2010
BPM process July 15 – Sept 30 On Track
Revised BRS – sync-up with BPM
http://www.caiso.com/Documents/72-HourResidualUnitCommitmentBusinessRequirementsSpecification.pdf
September 1, 2011
Market Simulation Plan September 16, 2011
Market Simulation October 17-21, 2011
(tentative) Rescheduled
Production Deployment December 13, 2011
Milestone Date
Application Software Changes Phase I & II Phase III
DAM/HASP RTM
Master File (MF) CMRI
OASIS OASIS
BPM Changes Market Operations
Market Instruments Settlements & Billing Definitions & Acronyms
Business Process Changes Manage Operations Support & Settlements
Manage Market & Reliability Data & Modeling Manage Entity and Resources
Manage Market Setup & Execution Manage Day Ahead Market Real Time Market & Grid
Manage Real Time Market- After Close of Market Manage Real Time Operations- Generation Dispatch
Board Approval July 14, 2011
Tariff Filing October 2011
Technical Specifications (MF, OASIS) November 2011
Market Simulation January 2012
Production Activation Phase I, April 2012 Phase II, May 2012
Phase III, Q4 2012
Spring 2012 Release – LMPM Enhancements
Milestone Date
Application Software Changes SIBR
DAM/RTM Settlements
Master File (MF) RIMS
OASIS SLIC
BPM Changes Manage Full Network Model
Market Operations Market Instruments Outage Management Reliability Requirements Settlements & Billing Compliance Monitoring
Business Process Changes TBD
Board Approval February 3, 2011
Tariff Filing August 22, 2011
Technical Specifications TBD
Market Simulation February 2012
Production Activation Spring 2012
