Release User Group Agenda - California ISO User Group Agenda March 3rd, 2015 10:00 a.m.–11:00 a.m. (Pacific Time) Web Conference Information Conference Call Information URL: Meeting

Release User Group Agenda March 3rd , 2015 10:00 a.m.–11:00 a.m. (Pacific Time)

Web Conference Information Conference Call Information

URL: https://www.connectmeeting.att.com

Meeting Number: 8665282256

Access Code: 5251941

Domestic Call In: (866) 528-2256

International Call In: (216) 706-7052

Access Code: 5251941

Page 2

Release User Group Agenda March 3rd , 2015 10:00 a.m. – 11:00 a.m. (Pacific Time)

Time Topic Facilitator

10:00 – 10:05 Agenda & ISO Roll call Janet Morris

10:05 – 11:00 Release Plan Adrian Chiosea

Jeremy Malekos

John Huetter

Prince Phillip

Roxann Hall

Kelly Alga

John Williams

Christopher McIntosh

Eureka Cullado

Indu Nambiar

LuAnn Rivera

Yinka Ajede

Elli Johnston

Raja Iyengar

Early 2015 deployments

• Independent efforts

• Enabling Demand Response

• February 26, 2015

• Outage Management System Replacement (OMS)

– Tariff section 9 changes effective

• Many to Many: SCP Availability Calculations

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Release plan – 2015 - 2016 Settlement Q1 2015 Quarterly Release

May 1, 2015

• Convergence Bidding at the Interties (5/1/15)

• Transaction IDs (5/1/15)

Fall 2015

• Energy Imbalance Market (EIM) 2015 / EIM Year 1 Enhancements

• Pricing Enhancements

• Flexible Ramping Product

• Bidding Rules – tentative based on policy phase

Early 2016

• Capacity Procurement Mechanism Replacement

• Reliability Services Initiative - tentative based on policy phase

Fall 2016

• BAL-003 Compliance

• OMAR Replacement

• RIMS Functional Enhancements

Subject to further release planning:

• Contingency Modeling Enhancements

• Expanding Metering and Telemetry Options Phase 2

• Load Granularity Refinements

• Acceptable Use Policy - Analyzing to identify next services to enforce

• IE 11 migration

• ADS User Interface Replacement

• Commitment Cost Enhancements Phase 2

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The ISO offers comprehensive training programs

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Training calendar - http://www.caiso.com/participate/Pages/Training/default.aspx

Contact us - [email protected]

Date Training

March 17 Settlements 101 (in person)

March 18 Settlements 201 (in person)

April 16 Welcome to the ISO (webinar)

May 12 Introduction of ISO Markets (in person - Alhambra)

May 13 – 14 ISO Market Transactions (in person - Alhambra)

http://www.caiso.com/participate/Pages/Training/default.aspx

mailto:[email protected]

2015 Release Schedule

http://www.caiso.com/Documents/ReleaseSchedule.pdf

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Market Simulation Plans

ISO is hosting twice weekly Market Simulation calls, presentations can be found

here -

http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=D0DE8446-

C30C-46CE-80B9-6413B6381B64

http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=D0DE8446-C30C-46CE-80B9-6413B6381B64










Enabling Demand Response Milestone Details/Date Status

Application Software Changes A new application for DRPs to manage locations via user interface and application

programming interface (API). Application will verify UDC account number

uniqueness.

BPM Changes Metering BPM

Business Process Changes No

Board Approval N/A

External Business Requirements Sep 12th, 2014

Updated BPMs Yes, publication date being assessed.

Technical Specifications

Sep 19th, 2014– Use cases

Sep 19th 2014– Web Service Data Requirements

Oct 15th 2014 –Technical specifications with XSDs

Nov 14th 2014 – Full Technical Specifications (including wsdl’s)

Jan 7th, 2015 – Technical Specifications & Use Case updates

Jan 27th, 2015 – Technical Specifications Updates

CoB Feb 3, 2015 – User Guide

Feb 12, 2015 – Use Case clarifications

Draft Configuration Guides N/A

Market Simulation Feb 11, 2015 – Mar 6, 2015

RDRR Scenario reruns Mar 2 - Mar 20

Tariff N/A

Production Activation 3/10/2015

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Outage Management System (OMS)

Milestone Details/Date Status

Application Software Changes

OMS: New OMS replaces SLLIC and current OMS (transmission) with a

single outage management system. Application Programming Interfaces

(APIs) will be modified to support new data structures and functionality, and a

new user interface will be provided.

BPM Changes

Managing Full Network Model

Market Instruments

Outage Management

Market Operations

Draft Final Proposal Posted December 3, 2013

Conduct Stakeholder Call December 17, 2013 (pushed from December 10)

Stakeholder Comments due December 23, 2013 (pushed from December 17)

Present to Board of Governors February 6, 2014

External Business Requirements - Draft Posted June 28, 2013

External Business Rules Posted February 26, 2014

Reposted Redlined Version December 26, 2015

External Business Requirements - Final

http://www.caiso.com/Documents/ExternalBusinessRequire

mentsSpecification-OutageManagementSystem-

Replacement.pdf

Page 9

http://www.caiso.com/Documents/ExternalBusinessRequirementsSpecification-OutageManagementSystem-Replacement.pdf








Generation - January 8, 2014

Transmission - January 27, 2014

Other - February 10, 2014

Publish updates - April 9, 2014

Master File (Gen RDT) - May 24, 2014

Publish final updates for Sandbox API testing – May 30, 2014

Publish alternative Doc Attach WSDLs – August 5, 2014

Updates per Market simulation feedback – September 5, 2014

Developer Customer Partnership Group (CPG) Generation: January 21, 2014

Transmission: February 19, 2014

Business CPG

Generation : March 11, 2014

Transmission : March 12, 2014

Joint : March 26, 2014

Cutover CPG August 14, 2014

October 9, 2014

Business Process Changes Manage Generation Outages; Manage Transmission Outages

Updated BPMs September 2014 - PRR Process Ongoing

Market Simulation API - July 28, 2014; UI - August 5, 2014

Full System – August 5, 2014 – February 26, 2015

Tariff

File Tariff: July 7, 2014

Tariff Approval: September 5, 2014

Tariff Effective Date Confirmed for February 28, 2015

Production Activation

October 1, 2014 for EIM Parallel Production

November 1, 2014 for EIM Tariff and EIM entities

February 26, 2015

Outage Management System (OMS)

Page 10

Many to Many: SCP Availability Calculations Milestone Details/Date Status


CIRA: • Enhance SCP Availability Calculations

Settlements: • Impacts based on resource availability calculation in CIRA. Current system uses point and actual values in RAAM, with

OMS there are only point values because of which the data settlements receive will be different than today.

Board Approval N/A

BPM Changes

September 16, 2014 - Reliability Requirements, PRR 776

July 29, 2014 – Settlements and Billing (related to OMS), PRR 752 (eff. 10/11/14)

November 5, 2014 – Reliability Requirements, PRR 802 (eff. 12/08/14) for 1 2

substitution for RAAM

External Business

Requirements

Many to Many: January 23, 2014 (original)

March 13, 2014 (revised)

May 16, 2014 (revised)

June 19, 2014 (revised, shows phased approach)

Application Consolidation: March 12, 2014 (original)

June 19, 2014 (revised, shows phased approach)

Market Simulation

October 20 – October 31, 2014

Structured: Scenarios posted w/timeline

Unstructured:

December 3 – December 4, 2014

Structured: Rerun of Scenarios due to CIDI tickets, posted statements 12/9

File Tariff N/A -

Training August 19, 2014 – SCs for Resources, Settlements (posted RAAM User Guide on 8/5)

Production Activation February 26, 2015

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Convergence Bidding on the Interties Milestone Details/Date Status

Application Software

Changes

This is an existing market functionality that is currently disabled. Will be reinstated in DAM in 2015

Spring release. Impacted systems: SIBR, IFM, Settlements, OASIS, and CTS.

SIBR:

• Allow SC to submit virtual bids on the intertie with an intertie ID

• The position limit validation rule will be extended to support both scheduling constraints: scheduling

limit constraint for each intertie and ITC constraint for a set of scheduling points

IFM:

• Model virtual bid on the intertie in the same manner as physical import/export bids

RUC:

• Exclude virtual import/export

• Reschedule IFM physical import/export schedules economically based on IFM bids

Settlements:

• Virtual Import awards on the intertie shall be paid the day-ahead LMP and charged the simple

average of four 15-minute market LMP of the trading hour.

• Virtual Export awards on the intertie shall be charged the day-ahead LMP and be paid the simple

average of four 15-minute market LMP of the trading hour.

where LMP above is the virtual resource’s Scheduling Point – Intertie combination LMP.

OASIS:

• Add new field intertie ID in the Convergence Bidding Public Bids report

CMRI:

• XSD modification.

• DAM Virtual Resource Award report will populate the field of intertie ID

CTS:

• Support Convergence Bidding on the intertie

BPM Changes Market Operations, Market Instruments, Credit Management and Market Clearing

Business Process Changes N/A

Page 12

Convergence Bidding on the Interties– cont’d


Board Approval February 5, 2014

External Business

Requirements

February 2, 2015

Updated BPMs Market Instruments, Market Operations


OASIS Convergence Bidding Public Data Report will be modified to add a new

field of intertie ID

OASIS Reference Price report will be modified to show the Scheduling Point –

Intertie combination reference price

Feb 18, 2015 – Tech Spec, including XSDs/wsdls for SIBR, CMRI


Market Simulation March 31 – April 17, 2015

Tariff FERC Order – March 20, 2014

Production Activation May 1, 2015

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Transaction IDs Milestone Details/Date Status


This is an existing market functionality -

Master File: Retire Import/export resource ID, except some specific resources related RA,

AS, contract

SIBR: Submit and create transaction ID for the SC Bids on Scheduling Points dynamically;

SIBR will not accept bids from retired Resource ID

DAM/RTM/ITS/CMRI/ADS/OASIS/Settlement: Receive and process the dynamically

formed transaction ID.

BPM Changes No changes expected

Market Operations, Market Instruments, Managing FNM


External Business Requirements

7/29/2014

http://www.caiso.com/Documents/BusinessRequirementsSpecification-

FullNetworkModelExpansion.pdf

Updated BPMs N/A

Technical Specifications N/A

Market Simulation N/A

Tariff FERC Approval on July 31, 2014

Production Activation May 1, 2015

Page 14

http://www.caiso.com/Documents/BusinessRequirementsSpecification-FullNetworkModelExpansion.pdf



Transaction IDs

Page 15

Transaction ID Transition Milestones

• February 6th, 2015 – ISO to send list of exempt resources to each SC via client representative

• February, 20th, 2015 – SC’s to identify any additional resources that need exemption and a

justification to their client representatives

• March 31st, 2015 – ISO will setup MAP Stage to match to be, registered resource ID’s in

Production

• May 1s, 2015 – non registered intertie resources must use Transaction ID

List of resources types exempt from Transaction ID –

– Intertie RA

– ETC/TOR Contracts

– Provide AS

– Pseudo-Tie or dynamic scheduling agreements with the ISO or an EIM Entity SC,

– IBAA agreements for transmission loss adjustment Trans bay cable res ID

– Emergency Assistance

– Resource Recirculating Res ID

– Losses

– MSS Load Following

– Inadvertent Payback

ISO will use this process prior to Spring Maintenance release’s going forward, ISO

will give SC’s a minimum of 60 days notice prior to mandatory transition.

Fall 2015 – NV Energy EIM 2015


Application Software Changes Implementation of NV Energy as an EIM Entity

DAM/RTM- model the multiple dynamic schedules on jointly-owned resource

Establishment of EIM transfer Limits Using ATC

BPM Changes No changes expected

Business Process Changes No changes expected

Board Approval N/A

External Business Requirements 3/27/15 (Coordinate with EIM Year 1 Enhancement)

Updated BPMs No changes expected

Technical Specifications No changes expected

Draft Configuration Guides No changes expected

Market Simulation

ISO to promote market network model including NVE area to non-

production system and allow NVE to connect and exchange data in

advance of Market Simulation by 5/15/15.

Market Simulation planned 8/3/15 through 9/15/15.

Tariff No changes expected

Production Activation Modeling NVE into the CAISO FNM through the EMS on 7/23/15.

Production activation on 10/1/15 (parallel production is being

considered).

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Fall 2015 – EIM Year 1 Enhancements Milestone Details/Date Status


• Settlement of Non-Participating Resources IIE and UIE (Settlement)

• Administrative pricing rules (MF, MQS)

• GHG flag and cost based bid adder (MF, SIBR, RTM)

• Resource sufficiency evaluation applied to ISO BAA (MF, BSAP, RTM)

• Establishment of EIM transfer Limits Using ATC (MF, RTM)

• Modification EIM Transfer Limit Constraints (MF, RTM)

• 15 minute Bidding on external EIM interties (MF,RTM)

• Additional Transition Period Measures (MF, MQS)

• EIM Administrative Charge Redesign (Settlement)

BPM Changes Market Operations, Settlements and Billing

Business Process Changes Yes

Board Approval March 26-27, 2015

External Business Requirements March 30, 2015

Technical Specifications SIBR Greenhouse Gas Charge biddable component options and,

impacted CMRI report changes.

Apr 1, 2015 – Tech Spec, including xsds/wsdls for SIBR, CMRI

Draft Configuration Guides June 30, 2015

Market Simulation Aug 3, 2015 – Sep 15, 2015

Tariff Yes

Production Activation Fall 2015

Page 17

Fall 2015 – Pricing Enhancements



IFM/RTM:

Compounding Pricing Methodology in the Event of Multiple Contingencies:

Compounding effect on pricing for a constraint concurrently binding for multiple

contingencies when constraints need to be relaxed. Currently, when such cases

arise, LMPs reflect a compounded congestion cost component that is proportional

to the number of contingencies that the constraint is binding for. The ISO aims to

change the model of how you price the slack variable. Prior, it was associated

only with contingency constraints. The slack variable will be associated with the

nomogram flowgates.

Multiplicity of Prices Under “Degenerate” Conditions:

The ISO aims to address multiplicity of prices that may arise in the market under

certain scenarios. Historically, multiplicity of prices are observed on intertie

constraints. The optimization shall change so that a unique pricing outcome is

achieved. This functionality is already developed, however, testing is needed.

Tariff approval is still needed on this piece.

SIBR/Settlements:

Scheduling Priority for Existing Transmission Rights Schedules:

SIRB rules needed to deny or reject bids on ETC/TOR that have self-schedule

entitlement are not activated. These rules have already been developed but could

require Market Simulation.

• Contract self-schedules for netting purposes must be provided to Settlements.

Settlements must map these data points as part of their normal business

process. (optional scope)

Page 18

Fall 2015 – Pricing Enhancements (cont.)


BPM Changes Market Instruments; Market Operations

Business Process Changes

Manage Markets & Grid: Administrative Pricing Rule:

For when DA market is not available, our real time market system must use the

prior day-ahead solution for bids/prices/awards. Potential level 3 process

diagrams to document how prices are corrected.

Board Approval December 2014


Technical Specifications TBD

Draft Configuration Guides TBD

Market Simulation Yes - Scheduling Priority for Existing Transmission Rights Schedules.

None of the other policy items require Market Simulation.

Tariff Yes


Page 19

Fall 2015 – Flexible Ramping Product (Phase 1)



DAM/RTM: Perform the flex ramp down sufficiency test. Enforce the flex ramp down requirements

constraint in RTM.

CMRI : Report RTM Flex Ramp Down Awards to Market Participants.

OASIS: Report RTM Flexible Ramping Down requirements and marginal prices.

Settlements: Settle Flexible Ramping Up and Down payment at the shadow price of the flex ramp

up and down requirement constraints, respectively.

BPM Changes Market Operations; Market Instruments; Settlements & Billing; Definitions & Acronyms.

Business Process Changes Maintain Day Ahead Process, Real Time Process, Manage Billing and Settlements

Board Approval

May 2015

Stakeholder Process:

http://www.caiso.com/informed/Pages/StakeholderProcesses/FlexibleRampingProduc

t.aspx

External Business Requirements TBD



Market Simulation TBD

Tariff Yes


Page 20

http://www.caiso.com/informed/Pages/StakeholderProcesses/FlexibleRampingProduct.aspx

http://www.caiso.com/informed/Pages/StakeholderProcesses/FlexibleRampingProduct.aspx

Fall 2015 – Bidding Rules



Through this initiative the ISO will evaluate the following: 1) unrestricted flexibility of resources to

change energy bid prices between the day-ahead and real-time markets, and across real-time

hours; 2) restrictions on commitment cost changes between and within the day-ahead and real-time

markets; and 3) verification of generator resource characteristics.

BPM Changes TBD

Business Process Changes TBD

Board Approval July 2015





Tariff TBD

Production Activation TBD – determine what is possible to be implemented prior to the winter of 2015-2016

Page 21

Early 2016 – Capacity Procurement Mechanism Replacement (CPM)



Bid Submittal System:

- SCs will need the mechanism to submit capacity bids (not an existing bid type) via

template (ISO will name application as requirements are developed)

- Business and validation rules need to be developed for capacity bids (not an

existing bid type) bid submission.

- Bid submittal shall be on a yearly, monthly, and daily level.

RA System:

- LSE deficiency calculation needed for competitive solicitation process.

- Existing CPM calculation should be deprecated for trade dates after the effective

date of implementation. CPM calculation must be trade date effective. The trade

date must be configurable.

- RA Tool must have the ability to receive the ED/CPM data.

- Manage import allocation

- Manage and process Use Plan information

Settlements:

Settlements will need new CPM formulas that will result in the following charge

code impacts:

- Approx. 1 Pre-calc charge code

- Approx. 10 allocation charge codes

- Approx. 10 payment charge codes

- Approx. 5 incentive charge codes (for RA-AIM)

- Approx. 8 supplemental revenue (part of real-time energy pre-calc) charge codes

Reporting:

If an annual or monthly CPM occurs greater than two times (over a rolling 24 month

period) or more than 50% of the LSE’s RA requirement is CPMed, a report must be

given to Market Participants.

Page 22

Early 2016 – Capacity Procurement Mechanism Replacement (cont.)


BPM Changes Reliability Requirements; Market Instruments; Billing & Settlements


- Solicitation for soft offer cap. Timeline for submittal needs to be defined.

- Submittal process for annual/monthly CPM bid submittal

- New business process for amount of capacity being relied on (non-RA from partial RA)

- New process for Competitive Solicitation Process (annual/month/intra-monthly)


External Business

Requirements March 13, 2015

Updated BPMs TBD



Market Simulation Yes – November 2015

Tariff Yes

Production Activation 1/10/2016 (effective date of 3/1/16)

Page 23

Early 2016 – Reliability Services Initiative (RSI) Milestone Details/Date Status


RA System:

- Manage new resource types (new NQC/EFC process request). This will impact both

internal users and Market Participants

- Creation of substitution rules for flexible resource adequacy resources

- Modify existing DA/RT generic substitution rules

- DA substitution timeframe shall change from 6 AM to 8 AM

- Use result of Pre-qualification analysis (the pre-qualification analysis is a manual

process) for real time substitution validation

- Enable the release of substitute capacity for generic and flexible resources

- Allow imports to substitute for other imports and CAISO system resources. The RA

obligation will be at a daily level)

- Manage Import Allocation (CPM Replacement initiative is covering this scope but is

needed for this initiative)

- Modification of Use Plan with new validation rules

- Manage RA obligation (taking into consideration substitution capacity and replacement

capacity as RA capacity) will impact RA, Settlements, market, and outage. The output of

CSP will be needed

OMS:

- Outage Processing (removing SCP exemptions for outages submitted between T-7 to T-

45)

- The following nature of work codes shall be excluded from the availability incentives:

Unit testing, Unit cycling, Unit supporting startup, Transitional limitation, Ambient not due to

temperature, RTU/RIG, ICCP, AVR/Exciter, Transmission induced outage, and Use-limit

reached

- Creation of an additional category that would also be exempt: Non-environmental use-

limit reached

Page 24

Early 2016 – Reliability Services Initiative (cont.) Milestone Details/Date Status


Settlements:

The following charge code changes are needed for implementation of the RA

Availability Incentive Mechanism (RAAIM)

- Approx. 1 Pre-calc charge code

- Approx. 2 penalty charge codes

- Approx. 3 allocation charge codes

- Approx. 6 Effective dating of SCP charge codes

CMRI:

- Display Comparative snapshot of DA/RT obligation (outages, energy bids, RA

obligation). Display input of RAAIM calculations.

Reporting:

- Report on the effectiveness of the RAAIM results (1 year after implementation)

Other:

- LSE cost allocation methodology needs to automated.

- Comparative snapshot of DA/RT obligation (outages, energy bids, RA obligation).

- These inputs must be saved separately for RA Availability Incentive Mechanism

(RAAIM) calculations.

- Perform RAAIM calculations

- Publish list of all available prequalification combinations

Page 25

Early 2016 – Reliability Services Initiative (cont.)


BPM Changes Reliability Requirements; Outage Management; Billing & Settlements


- Process to assign NQC values to NGR/PDR/DG resources

- Process for PDR/NGR/DG testing

- Process for RA Availability Incentive Mechanism (RAAIM). Must retire SCP

business process flows.

- Modify DA/Real Time Substitution Process

- Process for allocating year end unallocated RA Availability Incentive Mechanism

(RAAIM) funds

Board Approval March 26 - 27, 2015


Updated BPMs TBD



Market Simulation Yes – November 2015

Tariff Yes

Production Activation 1/10/2016 (effective date of 3/1/16) – assuming dependency with CPM

Replacement

Page 26

Fall 2016 – BAL-003 Compliance



On January 16, 2014, FERC approved BAL-003-1 “Frequency Response and

Frequency Bias Setting,” with different implementation dates for different

requirements. R1 goes into effect the first calendar day of the first calendar quarter

24 months after regulatory approval.

http://www.gpo.gov/fdsys/pkg/FR-2014-01-23/pdf/2014-01218.pdf

4/1/16: RI effective date

12/1/16: 2017 BA FRO in place (start data collection)

4/1/18: Compliance effective date (ISO to supply data)

BPM Changes TBD


Board Approval TBD





Tariff TBD


Page 27










Fall 2016 – RIMS Functional Enhancements


Application Software Changes Functional enhancements resulting from the Customer Partnership Group CPG.

More details to be provided in the future.

BPM Changes

Generator Interconnection and Deliverability Allocation Procedures

Generator Interconnection Procedures

Managing Full Network Model

Metering

Generator Management

Transmission Planning Process


Board Approval N/A

External Business Requirements N/A

Updated BPMs N/A



Market Simulation Tentative Spring/Summer 2016

Tariff N/A


Page 28

Fall 2016 – OMAR Replacement



Current metering space at the California ISO consists of three major software systems –

1. A product that processes Revenue Quality Meter Data (RQMD) in to Settlement Quality

Meter Data (SQMD)

2. A data repository of all SQMD used in Settlements

3. An external facing web application to enable market participant access to SQMD.

The scope of the project is to replace/consolidate all the three above systems with the ISO

Settlements solution. A new user interface and B2B services are in scope. B2B services

will be modified to align with CIM standard and to convert to GMT, and the existing FTP

solution will be replaced. The new solution will also remove the custom OMAR certificates

by leveraging the CAISO Multiple Application (CMA) certificates.

• Customer Partnership Group will be formed to ensure capture of external requirements.

BPM Changes Metering and Definitions & Acronyms (references to systems may need to change)

Business Process Changes Potential Level-II business process changes under –

• Manage Market & Reliability Data & Modeling

• Manage Operations Support & Settlements

Board Approval Potentially needed – Dates TBD


Technical Specifications Date TBD


Market Simulation Date TBD

Tariff N/A


Page 29

Fall 2016 - Contingency Modeling Enhancements



IFM/RTN: Adds a preventive-corrective constraint to the market co-optimization

OASIS/CMRI: Publish preventive-corrective capacity awards with associated LMPC

Settlements: Payment and charges for corrective capacity awards, allocation of cost

of the corrective capacity constraint, no-pay provisions, bid cost recovery

BPM Changes Manage Full Network Model, Market Operations, Market Instruments, Settlement and

Billing, Definitions and Acronyms

Study Results

In Person Call: March 20, 2014

Distribute Results: TBD

Comments Due: TBD

Board Approval TBD





File Tariff TBD


Page 30

TBD – Expanding Metering and Telemetry Options Phase 2



Distributed Energy Resource Provider Agreement:

1. Meet minimum capacity requirements,

• allow aggregate distributed energy resources into a single resource

2. Specify data concentrator functionality for real time monitoring, control and after the fact

metering data

• to disaggregate ISO signals to sub-resources to obtain a resource response and

• to aggregate sub-resource operational and settlement meter data to submit to the

ISO

3. Define the provision of technical and operational information to the ISO,

• metering and communications requirements,

• submission of economic bids and self-schedules and

• provision of ancillary services

4. Identify responsibility for fulfilling the terms of the agreement

• penalties and sanctions, cost responsibility, dispute resolution, representations and

warranties, liability, uncontrollable forces and other miscellaneous terms

BPM Changes Metering, Direct Telemetry

Post comments and updated draft

proposal February 20, 2015

Final draft proposal Stakeholder

conference call Week of March 16, 2015

Board Approval May 14 – 15, 2015


Updated BPMs TBD



Tariff filing September 1, 2015

Production Activation TBD

Page 31

TBD – Load Granularity Refinements



Alternatives: • Existing DLAPs;

• Full Nodal;

• Slight Disaggregation- Assuming 6 LAPs;

• 23 Existing SLAPs;

• Custom LSE-Specific LAPs

BPM Changes TBD


Board Approval Paper posted on January 14, 2015; stakeholder call on January 21.

May 2015


Updated BPMs TBD




Tariff TBD


Page 32

TBD – ADS UI Replacement


Application Software Changes Port client from Delphi to new common user interface (ADS Query Tool and Real

Time Functionality)

BPM Changes N/A


Board Approval N/A


Updated BPMs N/A




Tariff N/A


Page 33