Expanding Metering and Telemetry Options Technical Stakeholder Initiative Phase II

Transcription

1 Expanding Metering and Telemetry Options Technical Stakeholder Initiative Phase II Distributed Energy Resource Provider Straw Proposal November 13th, :00 a.m. 10:00 a.m. (Pacific Time)

2 Todays Agenda Time Topic Presenter 8:00 8:05 Opening Comments/Introductions Benik Der-Gevorgian 8:05 8:15 Stakeholder Initiative process overview Tom Cuccia 8:15 8:30 Review Expanding Metering and Telemetry Options Phase 1 proposal implementation update 8:30 9:30 Distributed Energy Resource Provider Straw proposal background, scope and introduction Jill Powers Jill Powers 9:30 9:45 Q&A Jill Powers 9:45 10:00 Wrap-up request for comments Tom Cuccia Page 2

3 Opening Comments November 13, 2014 Benik Der-Gevorgian, Director Market Services

4 Stakeholder Initiative Process Overview November 13, 2014 Tom Cuccia, Lead Stakeholder Engagement and Policy Specialist

5 ISO Stakeholder Initiative Process POLICY AND PLAN DEVELOPMENT TARIFF DEVELOPMENT This diagram represents the typical process, often stages will run in parallel. IMPLEMENTATION Paper Proposal Final Proposal Board Draft Tariff Final Tariff FERC Planning BPM Market Documents Revisions Simulation Go Live Stakeholder Input We are here Phase 2

6 Expanding Metering and Telemetry Options Technical Stakeholder Initiative Phase II Distributed Energy Resource Provider Straw Proposal November 13, 2014 Jill Powers, Smart Grid Solutions Manager

7 Purpose of Today s Meeting Phase 1 update - proposal implementations Phase 2 straw proposal evolution - review of paper posted 11/6/14 Straw proposal background and scope Distributed Energy Resource Provider (DERP) Agreement Functions Provision to submit SQMD Aggregations Data Management Stakeholder Q&A Next Steps Page 7

8 Expanding Metering and Telemetry Phase 1 proposal updates Proposals 1,2 and 5 (partially) implemented Proposals 3,4 and 5 incorporated with new proposal Proposal 1 (5.1.1) Proposal 2 (5.1.2) Proposal 3 (5.2) Proposal 4 (5.3) Proposal 5 (5.4) Use of Internet for Telemetry and ISOME Meter Data bridging to the SO Energy Communication Network (ECN) Use of Internet for Telemetry and Meter Data transport directly to the ISO w/o SSL Expand the use of Inter-Control Center Communications Protocol (ICCP) as an allowable option for RIG Aggregators (telemetry only) Expand the ability for resources to submit Settlement Quality Meter Data Remove RIG Aggregator resource ownership and location limitations Page 8

9 Expanding Metering and Telemetry Phase 1 proposal updates Proposal 1 (5.1.1) Use of Internet for Telemetry and ISOME Meter Data bridging to the ISO Energy Communication Network (ECN) Telemetry and Revenue Metering AT&T Network-based IP VPN remote Access (ANIRA) Available as communication option market Notice March 2014 No tariff or BPM changes made Current use: 5 sites completed (Revenue Metering Only) 2 sites in progress (Telemetry and Revenue Metering) Page 9

10 Expanding Metering and Telemetry Phase 1 proposal updates Proposal 1 (5.1.2) Use of Internet for Telemetry (with SSL) and Meter Data (w/o SSL) transport directly to the ISO Available option for energy, non-spin and spinning reserve Telemetry Revenue Metering Testing needed for regulation services (limiting size of resource to < 10 NW for Spin and < 5 MW for regulation) No tariff or BPM changes made Testing completed in April In Progress preparation of BPM language to offer as nonencrypted option Available on exemption basis only, requires acknowledgement of risk Ongoing testing of software solutions which allow for secure, reliable communications thru the public internet (requesting to test at site looking for interested participant) Page 10

11 Expanding Metering and Telemetry Phase 1 proposal updates Proposal 5 (5.4) Remove RIG Aggregator resource ownership and location limitations Telemetry BPM changes for RIG location limitation removal for DRP s completed in April 2014 PRR Added language to section 6.10 exempting DRP s from the RIG aggregation location limitation in the provision of real time telemetry data for Proxy Demand Resources (PDR) Ownership limit being addressed as part of DERP proposal Revenue Metering Not applicable Page 11

12 Proposals addressed in development of Phase 2 Distributed Energy Resource Provider straw proposal Proposal 3 (5.2) Proposal 4 (5.3) Proposal 5 (5.4) Expand the use of Inter-Control Center Communications Protocol (ICCP) as an allowable option for RIG Aggregators (telemetry only) Expand the ability for resources to submit Settlement Quality Meter Data Remove RIG Aggregator resource ownership and location limitations Stakeholders argue that several of the ISO s Phase I proposals would have greater benefit in combination with a data concentrator model. The ISO is considering examining the development of a model to support data concentrator needs in Phase II of this initiative. The ISO, therefore, is considering deferring Phase I proposals 3 and 5 to Phase II of this initiative. CAISO Response to Comments on the Expanding Metering and Telemetry Options Initiative Straw Proposal 2013 Page 12

13 Development of a data concentrator model resulted in the Distributed Energy Resource Provider Straw Proposal The ISO believes the distributed energy resource provider role may complement data concentrator functionality for distributed energy resources under which an entity would provide a data service 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 under the auspices of a scheduling coordinator. Data Concentrator interaction Illustration from Expanding Metering and Telemetry Options revised straw proposal Slide 13

14 Distributed Energy Resource Provider Straw Proposal Objective Objective: Define a new market participant called a Distributed Energy Resource Provider, identifying its roles and responsibilities, in order to establish a framework for greater participation in the ISO s markets by distributed energy resource technologies Slide 14

15 Objective and scope of the initiative may not address all identified distributed energy resource participation issues Define a distributed energy resource provider including services they can provide Obtain input on the proposal inclusive of gaps Facilitate discussion for further development of details in proposal New or changes to existing market products Changes to existing resource participation requirements Slide 15

16 A pro forma agreement will establish the terms and conditions under which the Distributed Energy Resource Provider will discharge their respective duties and responsibilities under the ISO tariff Agreement will be developed after stakeholder process requires policy approval by board and inclusion in tariff. Terms and conditions Duties and responsibilities Standard terms and conditions similar to existing ISO pro forma agreements. General terms relating to the distributed energy resource provider s participation Propose that every resource and sub-resource would be identified as part of a schedule to the agreement Schedule 1: Resources Distributed Energy Resource Provider Agreement Slide 16

17 Distributed Energy Resource Provider will accept responsibilities and obligations for the resources they own or represent Roles and responsibilities: Operating and maintaining its distributed energy resources consistent with applicable provisions of the ISO tariff (e.g. ISO dispatch instructions, operating orders, outage management) Accurately identification of resource attributes Accurate meter and telemetry data for settlement and operational purposes The ISO requests comments regarding general roles and responsibilities that would apply to a DERP **Distributed energy resource will still be required to participate in the ISO markets through a scheduling coordinator (SC)** The DERP could serve as its own SC or hire the services of a SC Slide 17

18 Distributed Energy Resource Provider resources to be SC Metered Entities Provision outlined in Section 6 and of the proposal SC Metered Entity vs ISO Metered Entity Resource Settlement Quality Meter Data (SQMD) submitted as aggregation of sub-resource SQMD Ensure revenue meters or metering devices meet local regulatory authority (LRA) requirements If no LRA requirement exists, SQMD must comply with set of ISO requirements to be incorporated into the ISO Metering BPM See Appendix A of straw proposal SC performs an annual self audit to ensure SQMD complies with all applicable LRA requirements. ISO proposes to establish default requirements only In cases where LRA requirements are not established The ISO requests feedback regarding default requirements proposed in Appendix A, specific to potential measuring device capabilities Slide 18

19 Distributed Energy Resource Provider resources may be aggregated to meet minimum participation requirements Proposal provides for aggregation of physical sub-resources with different connectivity nodes within a sub-lap and less than 10 MWs in capacity: Single location aggregations, multiple sub-resources within a single location or facility representing a single resource Multiple location aggregations, multiple sub-resources geographically distributed but combines into a single resource Aggregated resource characteristics established will determine how the resource is required to perform to dispatch. Sub-resources must respond in a manner to ensure aggregate resource compliance to dispatch operation instructions ISO ISO Slide 19

20 Proposal allows distributed energy resources to rely on data aggregation and concentration services to interact with the ISO through one point of contact ISO Provision of settlement meter data SQMD Scheduling Coordinator Telemetry/AGC ADS Telemetry data Control signaling (aggregation/disaggregation) DERP Services Aggregation/Disaggregation Concentration Settlement and Operational Meter Data DER Res 1 Res 1 s1 Res 1 s2 Res 1 s3 Multi location aggregation s1 DER Res 2 Res 2 Single location aggregation s2 DER Res 3 Res 3 Individual Concentration: The ISO maintains visibility to, control of and interaction with individual ISO market resources at the data concentration point. Aggregation: The ISO views aggregations as a single resource and the ISO does not interact directly with the individual subresources behind the point of concentration. Disaggregation: The ISO dispatches the aggregated resource as a single resource. The distributed energy resource provider disaggregates dispatch instructions and control signals to individual sub-resources.. Slide 20

21 Distributed energy resources of 10 MW and above and those providing ancillary services require telemetry. Communication options have greater benefit in combination with the ability of Distributed Energy Providers to aggregate and concentrate data for sub-resources Energy Communication Network (ECN) using one of the ISO approved protocol methods DNP 3.0 -level 2 ICCP Secure internet connection using PKI/SSL Slide 21

22 A Distributed Energy Resource Provider may choose to be a SC or obtain the services of a SC to provide all required resource services Scheduling Coordinators are ultimately responsible for the scheduling, bidding, real time telemetry, control signal disaggregation, settlement quality meter data submittal and settlement of the participating resources they represent. ISO Scheduling Coordinator Distributed Energy Resource Provider Agreement (DERPA) Aggregation (sub-resource) Disaggregation (dispatch/ control/meter data) Concentrator services SQMD Communications Emergency contact Meter data test Data Management Dispatch Financial credit Credit Schedule and bid DERPA services SQMD requirements Communications Emergency contact Meter data test Data management Dispatch Agent Agreement SQMD Communications Emergency contact Meter data test Figure 8.1 Scheduling coordinator obtains services to meet certification requirements Slide 22

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24 Next Steps Request for stakeholder comments by November 20, 2014 Comments mailbox ITEM DATE Post Draft Straw Proposal November 10, 2014 Stakeholder Kickoff Meeting November 13, am Stakeholder Comments Due November 20, 2014 Post Final Draft Proposal December 5, 2014 Stakeholder Conference Call December 12, 2014 Update Stakeholders on final version December 16, 2014 Present to the Board of Governors December 17-18, 2014 Page 24