Market Simulation Early 2016 Release

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1 Market Simulation Early 2016 Release Roxann Hall RSI/CPM Project Manager Early 2016 Release Market Simulation Phase 1 November 16 th, 2015

2 Agenda Early 2016 Market Simulation Initiatives and Timelines Early 2016 MAP Stage Availability Reliability Services Initiative Phase 1 Capacity Procurement Mechanism Replacement Phase 1 Known Issues RSI & CPM Technical Documentation Next Steps Reference Slides Page 2

3 Early 2016 Release MAP Stage Availability Current MAP Stage Scheduled Maintenance - November 19 th, 16:00 through November 23 rd, 09:00 MAP Stage Daily Maintenance Window - Monday, Tuesday, Wednesday 16:00 20:00 MAP Stage Weekly Maintenance Window - Thursday s 16:00 Monday s 09:00 Page 3

4 Early 2016 Release Market Simulation Initiatives and Timelines Early 2016 Release Initiative Phase 1 Start Date Phase 1 End Date Phase 2 Start Date Phase 2 End Date Unstructured Simulation Structured Simulation Expected Participation Reliability Services Initiative 11/09/15 12/04/15 01/19/16 02/12/16 11/09/15 and 01/19/16 11/09/15 and 01/19/16 ISO Market Participants Capacity Procurement Mechanism Replacement 11/09/15 12/04/15 01/19/16 02/12/16 11/09/15 and 01/19/16 11/09/15 and 01/19/16 ISO Market Participants CCE Phase 2 N/A N/A 01/19/16 02/12/16 01/19/16 N/A ISO Market Participants OMS Enhancements N/A N/A 01/19/16 02/12/16 01/19/16 N/A ISO Market Participants and EIM Entity s Acceptable Use Policy - CMRI Independent 2016 Release Initiative N/A N/A 01/19/16 02/12/16 01/19/16 N/A ISO Market Participants and EIM Entity s Phase 1 Start Date Phase 1 End Date Phase 2 Start Date Phase 2 End Date Unstructured Simulation Structured Simulation Expected Participation Demand Response Registration Enhancements 03/31/16 04/20/16 N/A N/A 03/31/16 N/A ISO Market Participants Market Simulation Plan - Page 4

5 Reliability Services Initiative Phase 1 The Reliability Services Initiative Phase 1 Market Simulation timeline Phase1: November 9 th December 4 th, 2015 Phase1: November 9 th November 20 th, 2015 (Structured) Phase1: November 23 rd December 4 th, 2015 (Unstructured) Page 5

6 Capacity Procurement Mechanism Replacement Phase 1 The Capacity Procurement Mechanism Replacement Phase 1 Market Simulation timeline Phase1: November 9 th December 4 th, 2015 Phase1: November 9 th November 20 th, 2015 (Structured) Phase1: November 23 rd December 4 th, 2015 (Unstructured) Page 6

7 Known Technical Variances for RSI and CPM Market Simulation # Application Severity (H/M/L) New or Existing Variance Variance Description 1 CIRA L Open Bilateral trades cannot view net import allocations due to performance issue. 2 CIRA M Resolved SCs cannot upload NQC template. 3 CIRA M New NQC Upload/Download throws 404 & Access Denied Error when user wants to view more than 10 Records from previously submitted template. 4 CIRA L New NQC Request details screen is showing multiple empty rows for 2015 data. 5 CIRA M New NQC Request Details the results were not consistent with what was on the screen. Resolution Expectations ISO Maintenance Window 11/19 ISO updated the posted NQC template, please use the latest version. ISO Maintenance Window 11/19 ISO Maintenance Window 11/19 ISO Maintenance Window 11/19 6 CIDI # CIRA Defect - Software On Hold PEAK Results Report Issue - The Cross Validation module is not considering ITIE resources that have a Start Date greater than the plan start Date and end-date less than the plan start date. This impacts the Peak Results report as well as the Cross Validation output screens We have identified the root cause of this variance and are working to resolve this at the earliest. This will require a code fix and will be deployed at a future maintenance window` Page 7

8 CIDI Ticket Status for RSI and CPM Market Simulation # Application Severity (H/M/L) New or Existing Variance Variance Description CIRA Closed View Current Allocations - Defect - Software Resolution Expectations Patch deployed CIRA Enhancement On Hold Defaulting the End Date Term There is good -experience benefit in providing this enhancement. Consider putting this change in at the end of the market sim cycle CIRA Enhancement On Hold Flex Analysis Results Deficiency Column Awaiting Business Feedback CIRA Inquiry Closed Supply Plan Warning The message you are seeing indicates that those corresponding LSEs did not submit their RA Plan to support/reinforce the data that was on your supply plan. Since this is Market sim, several LSEs are not participating hence you are seeing this warning CIRA Inquiry Closed Base SC Import Allocations The Base Import Allocation shows the reference level data for the SC on the branch group. It is not intended to display the current allocation (which includes the effect of the bilateral trades) CIRA Evaluating Bilateral Trades The "View Current Allocation" button on the "Submit Bilateral Trades" screen will show you the information inclusive of any MW that were traded Page 8

9 CIDI Ticket Status for RSI and CPM Market Simulation # Application Severity (H/M/L) New or Existing Variance Variance Description CIRA Defect - Data Closed CV LSE Obligation Details & Obligation Report Issue CIRA Evaluating TAC Results Report Issue CIRA Evaluating NQC Error CIRA Evaluating NQC: Queue Numbers Evaluating RA Plan Submittal Resolution Expectations We identified the root cause as a missing data set-up for these 2 resources in the Map Stage environment. We've resolved those mismatches to align with that of Production and re-run the CV suite for January & February. Page 9

10 Reliability Services Initiative & Capacity Procurement Mechanism Replacement Technical Documentation Early 2016 Release Planning Site A8-43B Structured Scenarios - ReliabilityServices_CapacityProcurementMechanism.pdf Pre Market Simulation Training Detailed Scenarios Walkthrough - CapacityProcurementMechanismReplacementMarketSimulationPlan.xls RA Plan Template NQC Template ReliabilityServiceInitiative.xls Page 10

11 Next Steps The next teleconference will take 14:00 PPT on Thursday, November 19 th, 2015 Page 11

12 Reference Slides Page 12

13 Structured Scenarios 1A NQC Timeline Execute on - 11/09/2015 to 11/11/2015 Submit NQC on 11/09 ISO to validate on 11/10 View approved requests on 11/12 Submit requests for 2016 trade year Scenario Overview: NQC template has to be submitted by SC and all fields are required. Admin tab has primary contact and secondary contact similar to RA plan template. Once the request has been processed the primary and secondary contact will get an regarding approval/rejection. SCs may access the NQC report details page in CIRA to view the NQC list which will contain all approved requests, area, deliverability, NQC values. Note: Please submit the QC values for different fuel types SC action: Submit the request for different resources to test the upload functionality and validate the notification and NQC request details page ISO action: Production data will be copied over to map stage and ISO will process the requests Data set up: SC action: Test ISO will copy over the NQC screens NQC and PMAX in CIRA for values from resource level production. All detail like area, 2016 data should queue number, be available in deliverability. map stage. Page 13

14 Structured Scenarios 2A CIRA Enhancements Timeline Execute on -11/09/2015 to 11/13/2015 Test this scenario for January/February 2016 compliance trade month Upload RA/Supply Plans on 11/9; View results on 11/10 Resubmit plans to fix errors on 11/12; View results on 11/13 Scenario Overview: Validate CIRA enhancements: 1) Submit RA plan, Supply plan 2) Use new RA template in CIRA 3) Check deficiency results 4) Check CV 4) Check notification 5) Check new Obligation screen 6) Resubmit plan irrespective of plan status SC action: Submit RA/Supply plans which are deficient and contain mismatches. View results and resubmit the plans to fix any discrepancies Note: Along with January plans please upload February RA/Supply plans which will be used for scenario 6B. ISO action: Run validation. ISO will trigger the validation manually and participants should get an notification when the CV is run for the first time Data set up: 1) ISO will copy over NQC, PMAX, IA, EFC values from production. All 2016 data should be available in map stage. 2) Peak obligation and local obligation for 2016 will be used. If LSEs want to use a different obligation then please notify ISO prior to 10/31 so ISO can set it up. Page 14

15 Structured Scenarios 3A IA Manage view bilateral trades of IA Execute on -11/16/2015 to 11/17/2015 Submit trades for 2016 trade year Overview: 1) Submit bilateral trades 2) View bilateral trades 3) View base import allocation data This functionality is only for bilateral transfers of IA. ISO is looking in to posting the trades on OASIS for a future release. SC action: Submit bilateral trades and view bilateral trades, net import allocation and base import allocation data ISO action: None. Trades are auto approved if the requests pass validation. Data set up: 1) ISO will copy over IA, values from production. Page 15

16 CSP Offers Scenario Structured Scenarios 4A CSP Offers Overview: Offer submission, Offer adjustment, Offer finalization/validation and View final offers SC action: 1) Submit, Adjust, View, Reload, Download CSP offers. 2) Resubmit RA/Supply Plans for January and February 2016 by 11/17 if you choose to use different RA values else RA from scenario 2A will be used for offer validation. 3) Submit offers for 6B/7B ISO action: 1) Publish RA for January ) Run offer validation for all three CSPs Data set up: 1) ISO will copy over NQC, PMAX, IA, EFC values from production. All 2016 data should be available in map stage. Timeline Execute Annual CSP 11/17/ /18/ /19/2015 Test annual CSP offers for 2016 Offer submission Offer adjustment Offer finalization and View Final offers Execute Monthly CSP 11/17/ /18/ /19/2015 Test monthly CSP offers for January 2016 Offer submission Offer adjustment Offer finalization and View Final offers Execute Intramonthly CSP 11/17/ /18/ /19/2015 Test intra monthly CSP offers for January 2016 Offer submission Offer adjustment Offer finalization and View Final offers Monthly CSP offers for 6B/7B 11/19/2015 Submit monthly CSP offers for February 2016 Offer submission Intramonthly CSP offers for 6B/7B 11/19/2015 Submit intra monthly CSP offers for February 2016 Offer submission Page 16

17 Early 2016 Release Market Simulation Plan Early2016Release.pdf Page 17

18 ISO System Access Documentation ion_marketparticipants.pdf Page 18

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