Post on 13-Feb-2017
Market Simulation – Independent and Fall 2016
Release Phase 2
Christopher McIntosh
Lead Market Simulation Coordinator
Independent and Fall 2016 Release Market Simulation Phase 2
August 22, 2016
Agenda• Independent and Fall 2016 MAP Stage Availability
• CMRI Fall 2016 Tech Spec Update
• Independent and Fall 2016 Market Simulation Initiatives and Timelines
• Reliability Services Initiative (RSI) and Capacity Procurement Mechanism
Replacement (CPM) Initiative Phase 2 Simulation Timeline
• Known Issues List – RSI/CPM
• RSI/CPM Scenario Tracking
• OMAR Online Replacement
• Known Issues List – OMAR Online Replacement
• ACL Groups for OMAR (MRI-S) and PIRP (CMRI) replacement
• EIM Year One Phase 2
• Bid Cost Recovery and Variable Energy Resources
• Forecasting and Data Transparency
• Frequency Response (BAL-003)
• CMRI Acceptable Use Policy
• Energy Storage and Distributed Energy Resources Phase 1
• Flexible Ramping Product Simulation Timeline
• Next Steps
• Reference SlidesPage 2
MAP Stage Scheduled Maintenance –
Current Environment Outages – CMRI API and GUI, MF API re-opened today.
CIRA API opened.
MAP Stage Daily Maintenance Window – Tuesday, Wednesday and Thursday
16:00 - 20:00
MAP Stage Weekly Maintenance Window – Monday 09:00 - Tuesday 09:00
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Independent and Fall 2016 Releases MAP Stage
Availability
CMRI Fall 2016 Release Tech Specs Updated
The ISO posted the following technical documents for the CMRI application release version 6.13.x, which are available on the ISO website at:
• Interface Specification for CMRI v3.5.4 (Fall 2016 Release) - Clean http://www.caiso.com/Documents/CMRI-InterfaceSpecification_v3_5_4Clean_Fall2016Release.pdf
• Interface Specification for CMRI v3.5.4 (Fall 2016 Release) - Redline http://www.caiso.com/Documents/CMRI-InterfaceSpecification_v3_5_4Redline_Fall2016Release.pdf
• Artifacts Package v1.4 (Fall 2016 Release) http://www.caiso.com/Documents/CMRI-ArtifactsPackage_v1_4_Fall2016Release.zip
• CMRI Fall 2016 Release Notes v1.0 http://www.caiso.com/Documents/CMRI-ReleaseNotes_v1_0Clean_Fall2016Release.pdf
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Market Notice Link -
http://caisocommunications.com/public/viewmessage/html/36997/hsr86mxb8ytfxy8
pseyddy8n9g431
Independent and Fall 2016 Releases Market Simulation
Phase 1 and 2 Initiatives and Timelines
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Fall and Independent Release 2016 Initiative Start Date (Trade Date)
End Date (Trade Date
Structured Simulation Start (Trade Date)
Expected Participation
Fall 2016 Release Market Simulation Phase 1
Energy Imbalance Market – APS and PSE7/6/2016 7/29/2016 7/6/2016
Arizona Public Service and Puget Sound Energy
OMAR Replacement 7/7/2016 9/23/2016 EIM Entities and ISO MPs
RSI/CPM Structured Scenario Testing (Independent) 7/19/2016 8/26/2016 7/19/2016 ISO MPs
Fall 2016 Release Market Simulation Phase 2
RSI/CPM Unstructured Testing (Independent) 8/23/2016 9/23/2016 ISO MPs
DRRS Enhancements Phase 2 (Independent) 9/6/2016 9/23/2016 EIM Entities and ISO MPs
Energy Imbalance Market - One Year Enhancements Phase 2 8/23/2016 9/23/2016
Arizona Public Service, NV Energy, PacifiCorp and Puget
Sound Energy
BCR/VER 8/23/2016 9/23/2016 EIM Entities and ISO MPs
Frequency Response (BAL-003) 8/23/2016 9/23/2016 ISO MPsCMRI AUP 8/23/2016 9/23/2016 EIM Entities and ISO MPs
ESDER 8/23/2016 9/23/2016 EIM Entities and ISO MPs
Flexible Ramping Product 8/23/2016 9/23/2016 8/29/2016 EIM Entities and ISO MPs
Forecasting and Data Transparency/PIRP Application Decommissioning 8/23/2016 9/23/2016
EIM Entities and ISO MPs
Reliability Services Initiative (RSI) and Capacity Procurement
Mechanism Replacement (CPM) Phase 2 SimulationThe RSI/CPM Initiatives Phase 2 Market Simulation Structured/Unstructured
timeline –
• RSI/CPM Market Simulation – July 18, 2016 - September 23, 2016
Structured Simulation Execution Timeline –
• Week 1/2 Scenarios (1B, 2B, 3B and 4B) – July 19, 2016 - July 21, 2016
• Week 3 Scenarios (6B,7B an 8B) – August 23, 2016 - August 25, 2016, for Trade Dates August 24,
2016 and August 25, 2016
• Week 3 Scenarios Bridge –
RSI/CPM Daily Simulation Calls - ISO Hosted Calls - 09:00-10:00 AM
Bridge – 866-528-2256, 7367982#
CIRA API MOO Flag Timeline –
• API Unstructured Testing – August 22, 2016 - September 23, 2016
Updated Configuration file - http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=65F174E1-4AAB-4FE8-
9577-8A5EB1A02660
Structured Scenarios Document - http://www.caiso.com/Documents/2015-2016_ReliabilityServices-
CapacityProcurementMechanismReplacementMarketSimulationPlan.xls
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RSI and CPM Known Issues Open -
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# System Summary Status Estimated Fix Date
1 CIRA CIDI 183204 - MKT SIM Jul16 Obligation Reports Peak Demand Showing Not
Reflecting Subset of Days Resource
Open TBD
2 CIRA CIDI 182997 - CIRA RA report for the month of July in MAP stage, there are no
values
Open Temporary workaround
in place - Final solution
TBD
3 OMS OMS is not auto populating end on end of the month if user choose nature of work
as "monthly use limit reached"
Open TBD
4 OMS CIDI 180692 - OMS is not auto populating end on end of the year if user choose
nature of work as "annual use limit reached"
Open TBD
5 CIRA Sorting on 'View Bilateral Trades' screen does not work Open TBD
6 CIRA CIRA Annual CSP offer set shows Resources without NQC or EFC Postponed Road Map Item
7 CIRA CIRA shows double warning message when LSE claims more MW in their RA
plan
Open TBD
8 CIRA CIRA Reset option for Supply Plan Upload is not working Open TBD
9 Settlements CIDI 183538 - Resources receiving DA Regulation Up Awards must self schedule
in RT, impacting RT Flex Availability
Open 8/24/2016
10 Settlements CIDI 183796 – Adjust Flex and Flex CPM bid obligation quantities to forecast New 8/24/2016
RSI/CPM Market Simulation Scenario Tracking
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Time Period Description Progress
Week 1/2 -1B, 2B, 3B, 4B
1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Monday 7/18 AM.
1.Complete
2.No showstopper known issues for week 1 and 2 scenarios. 2.Complete
3.Structured Scenarios 1B – 4B must be fully executed and successful bid to market output.
3.Complete
Scenario 5B
1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Monday 4/26 AM.
1.Complete
2.No showstopper known issues for week scenarios 5B. 2.Complete
3.Receive complete TD 4/28 settlement statements for Scenarios 5B. 3.Complete
Week 3 – 6B, 7B, 8B
1.MAP Stage applications and overall environment stable functioning properly and accessible to MPs Tuesday the week of scenario execution, 8/24.
1. To be Rerun
2.No showstopper known issues for week 3 scenarios. 2. To be Rerun
3.Receive complete settlement statements for Scenarios 1B – 4B. 3. To be Rerun
4.Structured Scenarios 6B – 8B must be fully executed and successful bid to market output.
4. To be Rerun
OMAR Online Replacement Simulation
The OMAR Online Replacement Market Simulation timeline –
• July 7, 2016 - September 23, 2016 Unstructured
• MRI-S for metering API - available July 7, 2016
• MRI-S for metering GUI - available August 11, 2016
No historical data will be migrated in MAP Stage, all data must be uploaded to
be retrieved.
• OMAR Online Replacement initiative Tech Spec –
http://www.caiso.com/Documents/OMAROnlineReplacementTechnicalSpeci
ficationClean_v16.pdf
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OMAR Replacement Known Issues Open -
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# System Summary Status Estimated Fix
Date
1 MRI-S CIDI 183396 – In specific instances MPs are unable to retrieve
batch validation status from OMAR replacement API
Open TBD
* ACL group creation to filter for a read only role at the resource level is not
currently available
ACL Groups for OMAR (MRI-S) and PIRP (CMRI)
Replacement
ACL (Access Control List) functionality –
• Ability to use ACL groups for the read only role for both the OMAR (MRI-S)
and PIRP (CMRI) is currently unavailable
• Work around is to continue to use existing OMAR and PIRP applications for
read only roles filtered at the resource level
• Target is to have this functionality available in the Fall Release
• Adequate time for testing the new read only roles in the Map-Stage
environment will be made available, including post 10/1
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OMAR Use Cases
ISO Polled Meter data
• Ability to use the new MRI-S application to view meter data for all resources
mapped to a specific SCID
• All meter data will be available to view in OMAR with the existing read only
roles
• Work around is to continue to use existing OMAR application until the read
only MRI-S role is available
SC Submitted Meter data
• Ability to use the new MRI-S application to submit Meter data via the new
MRI-S application
• Meter data submitted via MRI-S WILL NOT BE VIEWABLE USING THE
EXISTING OMAR APPLICATION
• Work around is to continue to use existing OMAR application until the read
only MRI-S role is available
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PIRP Use Cases
• Ability to use the new CMRI application to view data for all resources
mapped to a specific SCID is available
• Ability to view a subset of resources mapped to a specific SClD is not
available
• Work around is to continue to use PIRP until the ACL CMRI role is available
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EIM Year One Enhancements Phase 2 Simulation
The EIMY1P2 Market Simulation Timeline –
• EIMY1P2 Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
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Bid Cost Recovery and Variable Energy Resources
Simulation
The BCR/VER Market Simulation Timeline –
• BCR/VER Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
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Forecasting and Data Transparency Simulation
The FDT Market Simulation Timeline –
• FDT Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
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Frequency Response Simulation
The BAL-003 Market Simulation Timeline –
• BAL-003 Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
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CMRI Acceptable Use Policy Simulation
The CMRI AUP Market Simulation Timeline –
• CMRI AUP Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
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Energy Storage and Distributed Energy Resources
Phase 1 Simulation
The ESDER Phase 1 Market Simulation Timeline –
• ESDER Phase 1 Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Unstructured Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
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Flexible Ramping Product Simulation
The FRP Market Simulation Structured/Unstructured Timeline –
• FRP Market Simulation – August 23, 2016 - September 23, 2016
Unstructured Simulation Execution Timeline -
• Unstructured Testing Support – August 23, 2016 - September 23, 2016
Structured Simulation Execution Timeline –
• Structured Testing Support – August 29, 2016 - September 2, 2016
Structured Scenarios Document -
http://www.caiso.com/Documents/FlexibleRampingProductStructuredScenarios10.pdf
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Next Steps
• The next teleconference will take place @ 14:00 PPT on
Thursday August 25, 2016
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Reference Slides
ISO Market Simulation Support
• Hours - 09:00 - 18:00, PPT (Monday through Friday)
• ISO’s 24X7 Help Desk - (916) 351-2309 (Connectivity - GUI or API)
• Email - MarketSim@caiso.com
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Market Simulation Issue Management
• Submit all issues to the ISO CIDI case management system
• CIDI tickets will need to have “Functional Environment = Market
Simulation Fall 2016” to be reviewed by ISO SME’s
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Early Release 2016 Tech Specs - CIRA
• CIRA Interface Specification v2.0 (Early 2016 Release)
http://www.caiso.com/Documents/CIRAInterfaceSpecification_Early2016Release.
• Retrieve Resource Adequacy Capacity Data v1 (Early 2016 Release)
http://www.caiso.com/Documents/RetrieveResourceAdequacyCapacityData_Earl
y2016Release.zip
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The ISO published the following technical documentation for the CIRA system, which
introduces application programming interface (API) services.
The documentation is available on the ISO website at:
ISO System Access Documentation
• http://www.caiso.com/Documents/SystemAccessInformat
ion_MarketParticipants.pdf
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