Release User Group Agenda
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1 Release User Group Agenda September 20, :00 a.m. 10:55 a.m. (Pacific Time) Web Conference Information URL: Meeting Number: Access Code: Conference Call Information Domestic Call In: (866) International Call In: (216) Access Code:
2 Release User Group Agenda September 20, :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 Page 2
3 OASIS Deployment of 4 new reports Page 3
4 Contingency Dispatch Resource Schedules Page 4
5 Contingency Dispatch Intertie Constraint Shadow Prices Page 5
6 Contingency Dispatch Nomogram/Branch Shadow Prices Page 6
7 Contingency Dispatch Locational Marginal Prices (LMP) Page 7
8 OASIS API Specifications 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 Deployment date and time Page 8
9 Release Plan Fall 2011 release 10/1/11 RDRP FERC Order 741 Credit Reform / Settlements Timeline Improvements Seasonal rating change Convergence Bidding limit changes Dynamic Transfer interim solution Grouping Constraints: SIBR Interface Specification for Bidding Services: 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 Page 9
10 Release Plan 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) Page 10
11 Settlements Quarterly Release Page 11
12 October 2011 Monthly Release Page 12
13 November 2011 Monthly Release Page 13
14 Fall 2011 Release - Reliability Demand Response Product (RDRP) Release Milestones Milestone Publish business requirements Date March 29 Publish draft BPM June 30 Technical specifications Implementation Plan nseproductimplementationplan.pdf Market Simulation Plan ermonthlyreleasemarketsimulationplan.pdf Market Simulation (Registration & Settlement simulation delayed & expanded due to environment issues. Additional details in Market Sim meeting) Production Deployment June 30 July 22 July 29 Aug 23 Sept 9 (Bidding) Sept 20 Sept 29 (Settlement) October 1 (Bidding) October 11 (DRS) On Track Production Activation April 1, 2012 On Track Page 14
15 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) July 8 Settlements timeline change board approval July 14 Market simulation August 15 Sept 2 BPM process Aug 8 - Sept 30 On Track Production deployment / activation October 1 On Track Page 15
16 Fall 2011 Release Dynamic Transfers Interim Solution Interim Solution Application Software Changes Interface Specification Production Deployment Using existing functionality (with limited modification) to support Dynamic Transfers on 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. 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. Tariff filed 7/29/11 requesting effective date of 11/1/11. October 1, 2011 (activation based on FERC order) On Track Page 16
17 Fall 2011 Release Grouping Constraints Milestone Technical specifications FileDataExchangeServices_Clean.pdf Implementation Plan nseproductimplementationplan.pdf Market Simulation Plan ermonthlyreleasemarketsimulationplan.pdf Publish Draft BPM posedrevisionrequestsstatusaug_22_2011.htm Date June 30 July 22 July 29 August 22 Market Simulation Aug 23 Sept 23 On Track Production Deployment Sept 29 On Track Production Activation October 1 On Track Page 17
18 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 name space versions ( is still good) Page 18
19 December Monthly Release - Generation of Bids for NRS-RA Milestone Date Status Frequently Asked Questions ReportingResourceSpecificRAResources.aspx Aug 18, 2011 IRR Implementation Workshop Aug 31, 2011 RA Template Availability lates/proposedisosupplyplantemplate.xls lates/proposedisoresourceadequacyplantemplate.xls Technical specifications SIBR Rules SchedulingInfrastructureBusinessRulesBusinessRulesforBidding- Version4.7.2_DecemberRelease.pdf Master File SpecificationforMasterFileDataExchangeServices.pdf BPM change management submittal date Settlements- IRR User Guide Configuration guides Market simulation Production deployment Sep 9, 2011 SIBR Rules Aug 25, 2011 Master File Aug 19, 2011 Reliability Requirements - Sep Settlements Sep 12, 2011 Market Instruments - Sept 21, 2011 Sep 30, 2011 RA Interface Nov 1-4 Settlement, SIBR, MF, Nov 1-11 RA to be available in late Nov Full deployment on Dec 13, 2011 Effective date is Jan 1, 2012 On Track On Track On Track On Track Page 19
20 December Monthly Release - GMC Rate Structure Milestone Application Software Changes BPM Changes Business Process Changes Date Congestion Revenue Rights (CRR) Settlements Congestion Revenue Rights (CRR) Settlements & Billing Definitions & Acronyms 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 Page 20
21 December Monthly Release Flexible Ramping Milestone Application Software Changes BPM Changes Business Process Changes Date DAM/RTM CMRI OASIS Settlements Board Approval August 2011 Settlements & Billing Market Operations, Market Instruments Manage Billing & Settlements Manage Real Time Market Configuration Guides September 26, 2011 On Track Technical Specifications September 26, 2011 On Track Market Simulation Nov 8, 2011 Nov 18, 2011 On Track Production Activation December 13, 2011 On Track Page 21
22 December Monthly Release MSG Enhancements (Phase 1) Milestone Application Software Changes BPM Changes Business Process Changes Date 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 Market Operations 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 Page 22
23 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 HourResidualUnitCommitmentBusinessRequirementsSpecification.pdf September 1, 2011 Market Simulation Plan September 16, 2011 Market Simulation Production Deployment October 17-21, 2011 (tentative) December 13, 2011 (tentative) Rescheduled Rescheduled Page 23
24 Spring 2012 Release LMPM Enhancements Milestone Date Application Software Changes Phase I & II Phase III BPM Changes Business Process Changes DAM/HASP Master File (MF) OASIS Market Operations Market Instruments Settlements & Billing Definitions & Acronyms Board Approval July 14, 2011 Tariff Filing October 2011 Technical Specifications (MF, OASIS) November 2011 Market Simulation January 2012 RTM CMRI OASIS 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 Production Activation Phase I, April 2012 Phase II, May 2012 Phase III, Q Page 24
25 Spring 2012 Release NGR/REM Milestone Application Software Changes BPM Changes Business Process Changes Date SIBR DAM/RTM Master File (MF) OASIS Manage Full Network Model Market Operations Market Instruments Outage Management Reliability Requirements Settlements & Billing Compliance Monitoring TBD Settlements RIMS SLIC Board Approval February 3, 2011 Tariff Filing August 22, 2011 Technical Specifications TBD Market Simulation February 2012 Production Activation Spring 2012 Page 25
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