BPM Proposed Revision Requests (PRR): Summary Report

Transcription

1 BPM TITLE PRR # PRR TITLE BPM SECTION CATEGORY DATE POSTED PRR OWNER PRIORITY CURRENT STATUS NEXT STEP Market Operations 132 Market Operations BPM Updates related to PIRP Remove Section A.5 from Appendix A and add a new section at the end of Appendix A C 11/25/2009 Normal 131 Update the Guide for rounding Charge Code 4999 to reflect the addition of Declined HASP Bids charge group to the monthly rounding calculation CG CC 4999 Monthly Rounding Adjustment. B 11/18/2009 Emergency 130 Update guide for Measured Demand over Control Area precalculation to include Metered Demand output variables for use with the CC 6457 Declined Hourly Pre-Dispatch Penalty configuration. Pre-calculation Measured Demand over Control Area B 11/18/2009 Emergency Update the Guide for Real Time Energy Pre-calculation to reflect new successor Charge Code and ensure consistency with configuration. Introduce guide for the new settlements Charge Code 6457 Declined Hourly Pre-Dispatch Penalty configuration. Introduce Guide for the new settlements Charge Code 6455 Declined Hourly Pre-Dispatch Penalty configuration Guide Real Time Energy Quantity Precalculation CC 6457 Declined Hourly Pre-Dispatch Penalty CC 6455 Declined Hourly Pre-Dispatch Penalty A 11/18/2009 B 11/18/2009 B 11/18/2009 Emergency Emergency Emergency 126 Update the BPM and Configuration for CC 4537 to reflect the new tariff requirements for calculating the Billable Quantity. CC 4537 GMC Market Usage Forward Energy B 11/11/2009 Normal 125 Update the BPM document for CC 4999 and Configuration to reflect the addition of Standard Capacity Product (SCP) charge groups to the monthly rounding calculation CG CC 4999 Monthly Rounding Adjustment B 10/29/2009 Normal Recommendation Comments on Recommendation Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 1 of 12

2 Definitions and Acronyms Definitions and Acronyms Definitions and Acronyms Update to Definitions to Incorporate Pending CA Tariff Revisions Update to Definitions to Incorporate CA Tariff Revisions Regarding Standard Capacity Product Update to Definitions to Incorporate CA Tariff Revisions Regarding Payment Acceleration No Section, only definitions No Section, only definitions No Section, only definitions A 10/14/2009 A 10/14/2009 A 10/14/2009 Definitions and Acronyms Update to Definitions to Incorporate Already-Effective CA Tariff Revisions Update guide for CC 383 Low Voltage Wheeling to accommodate Wheeling Non-PTO data submittal - Payment Acceleration Update guide for CC 382 High Voltage Wheeling to accommodate Wheeling Non-PTO data submittal - Payment Acceleration No Section, only definitions CC 383 Low Voltage Wheeling CC 382 High Voltage Wheeling A 10/14/2009 A 10/14/2009 A 10/14/ Update Guide for CC 6636 IFM Bid Cost Recovery Tier 1 to reflect actual calculation of Total IFM Load Uplift Obligation Trades To Update the BPM document to be consistent with current configuration and in response to Participant issue ticket Update Guide for CC 6620 Bid Cost Recovery to correct typographical error. Update guide for CC 6798 for payment acceleration New guide for CC 6791 for payment acceleration Update guide for CC 6790 for payment acceleration Termination of guide for CC 6728 Guide for CC 6636 IFM Bid Cost Recovery Tier 1 CG CC 4505 GMC - Energy Services Net Energy.doc Guide for CC 6620 Bid Cost Recovery CG CC 6798 CRR Auction Transaction CG CC 6791 CRRBA Accrued Interest CG CC 6790 CRR Balancing Account CG CC 6728 CRR Monthly Clearing A 10/6/2009 A 10/6/2009 A 10/6/2009 Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 2 of 12

3 Update guide for CC 6700 to eliminate hourly pro-ration and related charge types, and update charge code description for payment acceleration changes Updated the BPM document and Configuration to reflect the treatment of Participating Intermittent Resources (PIR) under Payment Acceleration. Updated the BPM document and Configuration to reflect the treatment of Participating Intermittent Resources (PIR) under Payment Acceleration. Updated the BPM document and Configuration to reflect the treatment of Participating Intermittent Resources Program (PIRP) in CC 6477 under Payment Acceleration. Update the BPM document and Configuration to reflect new PIRP charge code in the Participating Intermittent Resources charge group Updated the BPM document and Configuration to reflect the treatment of Participating Intermittent Resources Program (PIRP) under Payment Acceleration. CG CC 6700 CRR Hourly Code 6486 Real Time Excess Cost for Instructed Energy Code 6480 Excess Cost Neutrality Code 6477 Real Time Imbalance Energy Offset CG CC 4999 Monthly Rounding Adjustment Code 6475 Real Time Uninstructed Imbalance Energy Emergency 105 Market Operations 104 New Charge Code 722 for Participating Intermittent Resources Program (PIRP) required as a result of Payment Acceleration Revisions to ensure consistency with RMR contract and tariff requirements Code 722 Intermittent Resources Net Deviation Reversal Section and Section A 10/6/2009 Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 3 of 12

4 Market Operations 100 Credit Management Update the Guide for CC 6477 to accommodate tariff language changes in section regarding allocation changes for Load Following MSS entities Update Guide for Start Up and Minimum Load Cost to accommodate implementation defect for Pumping Cost sign convention Market Operations BPM changes due to Simplified ramping rules implementation Inconsistent Use of Minimum/Maximum Days; Lack of explanation of how days are determined New Charge Code 8827 for Resource CG CC 6477 Real Time Imbalance Energy Offset Guide for Start-Up and Minimum Load Cost Pre-calculation Section and Section Section 4.1, Section 6.2 Code 8827 Monthly NRSS Resource Adequacy Standard Capacity Product MD B 9/30/2009 B 9/30/2009 B 9/30/2009 A 9/23/2009 PG&E New Charge Code 8826 for Resource New Charge Code 8825 for Resource New Charge Code 8824 for Resource Code 8826 Monthly Resource Adequacy Standard Capacity Product MD Code 8825 Monthly NRSS Resource Adequacy Standard Capacity Product Code 8824 Monthly Resource Adequacy Standard Capacity Product Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 4 of 12

5 New Charge Code 8821 for Resource New Charge Code 8820 for Resource New Pre-calculation required for Resource Code 8821 Monthly NRSS Resource Adequacy Standard Capacity Product Code 8820 Monthly Resource Adequacy Standard Capacity Product Guide for Standard Capacity Product Precalculation Reliability Requirements Reliability Requirements 91 Update s & BPM Main Body for new subscript associated with Standard Capacity Product (SCP) Charge Codes s & BPM Main Body section Subscript Conventions, Exhibit 8-2 Update Reliability Requirement BPM 90 Supply Plan Content rules 4.2 Content Section 8 Standard 89 New section for Standard Capacity Product Capacity Product A 9/16/2009 B 9/8/2009 Market Instruments 88 Outage Management 87 Market Operations Standard Capacity and Ancillary Services Must Offer Obligation (MOO) Revisions due to Standard Capacity Product Changes to Market Operation BPM arising from Standard Capacity Product New guide for CC 692 Start-Up Cost Payment Ancillary Services and RUC; Sections 6 and and addition of section to 7.3 Section of the BPM Charge Code CC 692 Start-Up Cost Payment A 9/4/2009 B 9/4/2009 A 9/4/2009 B 9/2/2009 Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 5 of 12

6 Reliability Requirements Metering 79 Market Operations Update guide for CC 7879 to define new language for Exceptional Dispatch ICPM and to replace the currently specified PTB allocation with a newly defined monthly calculation performed within the CC 7879 configuration Update guide for Measured Demand over Control Area precalculation to include Metered Demand output variables for use with the CC7879 Monthly Significant Event ICPM Charge Code CC 7879 Monthly Significant Event ICPM Pre-calculation Measured Demand over Control Area configuration. Update Reliability Requirements BPM Exhibit A-2 with due dates for 2010 submittals Exhibit A-2 Formula changes to section and Metering BPM update to reflect Payment Acceleration implementation New Expected Energy Calculation schedule effective with Payment Acceleration Edits to incorporate Payment Acceleration principles, changes to Historic Rerun PTB amount presentation, and other content clarification edits. Metered Energy Adjustment Factor Pre calc Sec and to 10.8 (see breakdown in Additional Qualitative Information) Appendix C Section C.6 Various sections of s & Main Body and Attachment B B 9/2/2009 B 8/26/2009 A 8/19/2009 A 8/19/2009 Ventyx A 8/7/2009 A 8/7/2009 B 8/7/ Credit Management 75 Detailed NERC Reliability Assessment Studies A. Table of contents; B Coordination of the, Planning and Study Responsibilities; C. Revisions to the BPM for Credit Management to reflect changes resulting from Payment Acceleration 4.1; 6.1; 6.2; and 6.3 B 8/7/2009 Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 6 of 12

7 Rules of Conduct 74 Revisions for Payment Acceleration Managing Full Network Model 73 Communicate FNM updates to WECC 72 Definition of Maintenance Projects Non-approval notification process for projects other than Large Projects Large Project non-approval notification process Non-substantive modification of Large Project description Circumstance under which projects will be recommended for Board of Governors approval Information to be submitted with Request Window proposals to include generation in the TPP study process. Modifications to the Secondary Validation Response Period. Modifications to language describing Economic Planning Studies Adds section heading for existing BPM language 63 Amending the Plan various FNM Data Gathering 3.1 Scope of Proposals and Projects in Request Window New section titled: Rejection Process Large Project Evaluations Timeframe for Project Approvals Timeframe for Project Approvals Generation Project Proposals 3.2 Request Window Submission Process 3.1 Scope of Proposals and Projects in Request Window New section titled: Compliance with NERC Reliability Standards A. New section: & B A 8/7/ Section clarification and reorganization Language modification to clarify Plan designation. New section titled: Contents of the Plan 2.2 Plan Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 7 of 12

8 60 Projects with an estimated capital investment of less than $50 million that are approved by Executive Management will receive approval letter Stage 3: Project Approval Process and Development of the Plan Request Window submissions can be approved by Executive Management during Stage 3, from November through February, under certain circumstances. Modified/reorganized language regarding Stage 3 output. Changed language to say if needed the will host additional public meetings to discuss the results from the PTOs. A & B Stage 3: Project Approval Process and Development of the Plan Stage 2: Technical Studies and Presentation of Results The will post general descriptions of all Request Window submission to its public website and the submission packages to its secure website on a bi-weekly basis. Categories of Request Window Submissions Generation projects must go through the GIPR in order to interconnect to the Grid. The transmission owner of the system to which a generation will be interconnected to must submit network upgrades through the Request Window. General Description of Request Window Categories A Request Window & B. Proposed new section titled: 3.5 Posting Request Window Submissions Request Window A Request Window & B. 3.1 Scope of Proposals and Projects in Request Window Request Window Request Window The NERC Reliability criteria violation recommended solution A B. 4.2 Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 8 of 12

9 Managing Full Network Model Request Window submissions must respond to the needs identified by the A B C Reliability projects are to be submitted by PTOs by October 15. Updated Guide for ETC, TOR, CVR Quantity Recalculation to implement New Bill Determinant for contract entitlement used in DA Energy contract balancing Update BPM CG for Metered Energy Adjustment Factor to (a) ensure Wheel Energy does not receive BCR uplift payments, (b) Total Pumping Energy is considered, (c) eliminate incorrect Metered Energy Adjustment Factors. A. 2.1 The Planning Process & B Stage 2: Technical Studies and Presentation of Results CG PC ETC, TOR, CVR Quantity Precalculation Guide for Metered Energy Adjustment Factor Pre-calculation FNM Update Process Flow Digaram - Update Exhibit 5.1 Update Guide for Start Up and Minimum Load Cost to prevent duplication of eligible SUC whenever a resource has multiple commitment periods in a Trading Day. Pre-calculation Update the Guide formula for 6620 precalculation to include exports in bid cost recovery calculation Update the BPM CG for RT Price Precalculation to reflect the substitution of the appropriate Pnode or Apnode Dispatch Interval Price where Resource Specific Price is NULL. Guide for Start-Up and Minimum Load Cost 6620 s & BPM Configuration Guide Pre-calculation CG PC Real Time Price PC B 8/5/2009 B 8/5/2009 B 8/5/2009 B 7/29/2009 B 7/15/2009 Citigroup Energy Inc Urgent Process Complete Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 9 of 12

10 42 41 Update the BPM 6774 RT Cong Offset to reflect the settlement of Congestion revenue for resources that did not schedule in the Day-Ahead Market yet produced generation or had demand served as well as MSS resources that have elected NET settlement. Update the BPM 6475 RT Uninstructed Imb Energy to reflect the settlement of Uninstructed Imbalance Energy for resources that did not schedule in the DA Market yet they either produced generation as instructed or uninstructed, or had demand served. Market Operations 39 New Expected Energy Types Market Instruments 38 Master File Update (User Interface) 37 Update guide for Measured Demand over Control Are precalculation to eliminate a flag input associated with TOR contract rights in a Metered Demand calculation for UFE. CG CC 6774 Real Time Congestion Offset CG CC 6475 Real Time Uninstructed Imbalance Energy Appendix C Section C.4.1 Appendix B Master File Update Procedures Guide Measured Demand over Control Area Pre-calculation B 7/29/2009 B 7/29/2009 B 7/8/2009 B 7/8/2009 B 7/8/2009 Urgent Process Complete Update guide for CC 6474 to reflect the settlement of UFE for interties based upon Hourly Real Time Checkout Intertie values and not Dispatch Interval Real Time Interchange Schedules. New Guide for CC 7999 effective with Payment Acceleration New Guide for CC 7989 effective with Payment Acceleration CG CC 6474 Real- Time Unaccounted for Energy BPM Congfiguration Code 7999 Invoice Deviation Interest BPM Configuation Code 7989 Invoice Deviation Interest Distribution B 7/1/2009 C 6/24/2009 C 6/24/2009 Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 10 of 12

11 Compliance Monitoring Market Operations 32 Market Operations Dispatchable RUC Capacity Clarification on the calculation of the system marginal energy cost (SMEC) Clarification on transmission interface constraints modeling in market software Section 7.2 Rescission of Payments for Undispatchable RUC Capacity for Generating Units, & Dynamic System Resources BPM Sections Requiring BPM Sections Requiring Update the Guide for CC 4503 to reflect attribute changes for BAIntervalBalancedTORExportE CG CC 4503 GMC nergyquantity CRS Export Updated Guide for CC 6480 to replace Measured Demand Quantity with Load Following Measured Demand Quantity for MSS Updates to Guide for CC 6489 to automate the allocation of EDE settlement amounts via a new input variable Update guide to notify market participants a charge type is now calculated outside of Configuration CC 6480 Excess Cost Neutrality CC 6489 Exceptional Dispatch Uplift CG CC 6700 CRR Hourly B 6/24/2009 A 6/17/2009 A 6/17/2009 B 6/11/2009 B 6/10/2009 B 6/10/2009 B 6/10/2009 Southern Edison Southern Edison Billi 26 Update guide for Measu Pre-calculation Measure B 6/11/2009 Update guide for RTM Net Amount PC to exclude pumping 25 revenues when resource is self-committed RTM Net Amount Precalculation B 6/10/2009 in IFM. 24 Update Guide for IFM Net Amount PC to exclude pumping revenues and minimum load revenues when resource is self-committed in IFM. IFM Net Amount Precalculation B 6/10/2009 Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 11 of 12

12 Congestion Revenue Rights Rules of Conduct 15 Market Operations 14 Update Guide for ETC, TOR, CVR quantity pre-calculation to correct formula for RTM congestion credits percentage Formula Change to CC 6700 Section Update guide for CC 374 to correct a Business Rule that reflects earlier configuration Update guide for CC 372 to correct a Business Rule that reflects earlier configuration Update the BPM document CC 6470 and Configuration to reflect Decremental of SYSEMR and SYSEMR1. Update guide CC 6700 to allow the proper congestion revenues to flow through to the CRR Balancing Account. Guide for ETC, TOR, CVR Quantity Precalculation CC CRR Hourly CG CC 374 High Voltage Access Revenue Payment CG CC 372 High Voltage Access Charge CG CC 6470 Real Time Instructed Imbalance Energy CG CC 6700 CRR Hourly 17 Global Derating Factor for CRRs Update CC 6011 Guide CG CC 6011 Day formula sections to provide correct Ahead Energy, 16 weighted average supply prices for an MSS Congestion, Loss Net electing entity. Revisions to implement CAs April 28, 2009 compliance filing in response to FERC Order 719 regarding market monitoring unit roles. Entire Document Detailing Treatment of Start-Up Costs in Day-Ahead IFM Optimization 6.6 B 6/3/2009 B 6/3/2009 A 5/27/2009 A 5/27/2009 B 5/20/2009 B 5/20/2009 A 5/20/2009 B 5/13/2009 C 5/13/2009 Pacific Gas & Electric Southern Edison Urgent Process Complete A 4/29/2009 Dynegy Category B - Significant changes to existing or Market Participants' systems. Category C - Significant new policies and/or revisions to the CA Tariff. 12 of 12