Page 1California ISO – Internal Use Only – DRAFT
Business Practice Manual Change Management Meeting
Name Chris KirstenDate August 23, 2011
Web Address: https://www.webmeeting.att.comMeeting Number: 5114682337
Access code: 9842446
Teleconference Dial-in Number: (888) 428-4479International Dial-in: (612) 234-9960
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AGENDA BPM Change Management Stakeholder Meeting
August 23, 2011Topic Presenter
Introduction, process review,and update on current initiatives
Chris Kirsten
Discussion of current PRRs, including PRRs grouped to address the Reliability Demand Response Resource initiative
Cayden JennessKevin KingGlen PerezYanni ChenGreg FordSherryl HeningburgRod WheelerKen BarrentineTom HalfordLorna Scott
Wrap up and next steps Chris Kirsten
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PRRs for DiscussionDefinitions and Acronyms
Initial PhasePRR PRR Title
480 Update to Definitions and Acronyms to Incorporate New Term Added to BPM for Metering
477 Update to Incorporate New Definitions and Acronyms for New BPM for Direct Telemetry
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PRR 480 – Update to Definitions and Acronyms to Incorporate New Term Added to BPM for Metering• Reason for Revision:
– This new defined term, definition, and acronym are needed for a new term added to the BPM for Metering in revisions adopted pursuant to BPM PRR 431 effective June 8, 2011.
• Initial Stakeholder Comments:– No stakeholder comments to date
• ISO Response/Position:– The ISO considers these minor BPM revisions to conform to the BPM for
Metering (PRR 431)
• Comment Period Expiration:– August 30, 2011
• Next step:– If no comments are submitted on this category A PRR, the ISO will post a final
decision. If comments are submitted by the comment period expiration, the ISO will post a recommendation.
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PRR 477 – Update to Incorporate New Definitions and Acronyms for New BPM for Direct Telemetry• Reason for Revision:
– Additional defined terms, definitions, and acronyms required for terms used in the new BPM for Direct Telemetry that was effective on August 2, 2011. All but one of these definitions was previously considered in PRR 446 for the new BPM for Direct Telemetry, and they are currently set forth in Section 4 of that BPM.
• Initial Stakeholder Comments:– No stakeholder comments to date
• ISO Response/Position:– The ISO considers these minor BPM revisions to conform to the BPM for Direct
Telemetry (PRR 446)
• Comment Period Expiration:– August 30, 2011
• Next step:– If no comments are submitted on this category A PRR, the ISO will post a final
decision. If comments are submitted by the comment period expiration, the ISO will post a recommendation.
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PRRs for DiscussionCredit Management Initial Phase
PRR PRR Title
473 Updates to the Credit Management BPM to reflect the implementation of FERC Order 741
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PRR 473 – Updates to the Credit Management BPM to reflect the implementation of FERC Order 741
• Reason for Revision:– To conform to the language as stated in the tariff change for FERC Order
741 and other clarifying changes
• Initial Stakeholder Comments:– No stakeholder comments submitted
• ISO Response/Position:– ISO submitted the PRR
• Comment Period Expiration:– August 22, 2011
• Next step:– Post Recommendation
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PRRs for DiscussionRules of Conduct BPM Initial Phase
PRR PRR Title
474 Modification to reflect the FERC Order on Compliance on the Rules of Conduct (Tariff Section 37)
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PRR 474– Modification to reflect Compliance Order on the Rules of Conduct • Reason for Revision:
– FERC ordered the ISO to review section 37, the Rules of Conduct, to ensure that it meets FERC’s requirements for when an ISO can levy penalties for tariff violations (i.e. traffic ticket penalties).
• Initial Stakeholder Comments:– No stakeholder comments submitted
• ISO Response/Position:– ISO submitted the PRR
• Comment Period Expiration:– August 22, 2011
• Next step:– Post Recommendation
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PRRs for DiscussionCongestion Revenue Rights Initial Phase
PRR PRR Title
476 Updates to reflect editorial corrections and the adjustments made on the 2011 CRR enhancement process
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PRR 476–Updates to reflect editorial corrections and the adjustments made on the 2011 CRR enhancement process
• Reason for Revision:– To make editorial corrections and reflect adjustments made on the 2011
CRR enhancement process
• Initial Stakeholder Comments:– No stakeholder comments submitted
• ISO Response/Position:– ISO submitted the PRR
• Comment Period Expiration:– August 22, 2011
• Next step:– Post recommendation
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PRRs for DiscussionMarket Instruments Initial Phase
PRR PRR Title
472 New OASIS reports - contingency run
478 Changes to support the 72 hr RUC initiative
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PRR 472 – New OASIS reports - contingency run
• Reason for Revision:– Add four new OASIS reports to convey information on Real-Time
Contingency Dispatch (RTCD) runs.
• Initial Stakeholder Comments :– No stakeholder comments submitted
• ISO Response/Position:– ISO Submitted the PRR
• Comment Period Expiration:– August 22, 2011
• Next step:– Post recommendation
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PRR 478 – Changes to support the 72 hr RUC initiative• Reason for Revision:
– This PRR includes Market Instruments changes related to the 72-hour residual unit commitment (RUC) initiative.
• Initial Stakeholder Comments :– No stakeholder comments submitted
• ISO Response/Position:– ISO Submitted the PRR
• Comment Period Expiration:– August 23, 2011
• Next step:– Post recommendation
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PRRs for DiscussionMarket Operations Initial Phase
PRR PRR Title
479 Changes to support the 72 hr RUC initiative
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PRR 479 – Changes to support the 72 hr RUC initiative• Reason for Revision:
– This PRR includes Market Operations changes related to the 72-hour residual unit commitment (RUC) initiative.
• Initial Stakeholder Comments :– No stakeholder comments submitted
• ISO Response/Position:– ISO Submitted the PRR
• Comment Period Expiration:– August 23, 2011
• Next step:– Post recommendation
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PRRs for DiscussionMetering Recommendation Phase
PRR PRR Title
457 Credit Reform Compliance Filing
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PRR 457– Credit Reform Compliance Filing
• Reason for Revision:– Compliance with FERC order #741
• Stakeholder Comments on Recommendation:– No stakeholder comments submitted
• ISO Response/Position:– ISO submitted the PRR
• Comment Period Expiration:– August 16, 2011
• Next step:– Post final decision
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PRRs for DiscussionMetering Initial Phase
PRR PRR Title
459 Settlement Process Timeline Change
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PRR 459– Settlement Process Timeline Change
• Reason for Revision:– To adhere to new settlement timelines and Rules of Conduct.
• Initial Stakeholder Comments:– No stakeholder comments submitted
• ISO Response/Position:– ISO submitted the PRR
• Comment Period Expiration:– August 16, 2011
• Next step:– Post Recommendation
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PRRs for DiscussionReliability Demand Response Resource Initiative
Recommendation Phase
PRR PRR Title
453 Outage Management - Reliability Demand Response Resource
454 Market Operations - Changes in support of Reliability Demand Response Resource (RDRR) initiative
455 Market Instruments - Changes in support of Reliability Demand Response Resource (RDRR) initiative
456 Metering - Reliability Demand Response Resource
458 Reliability Requirements - Reliability Demand Response Resource
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PRR 453 – Outage Management Reliability Demand Response Resource• Reason for Revision:
– Outage Management BPM section 7.3.3 is new due to the introduction of Reliability Demand Response Resource (RDRR) product outage reporting using SLIC. Multiple outage types will be supported, including, but not limited to PMax Derates and Ramp Rate Derates.
• Stakeholder Comments on Recommendation:– No comments submitted
• ISO Response/Position:– ISO submitted the PRR
• Comment Period Expiration:– August 23, 2011 (Comment Period on Impact Analysis has been
extended to 8/31/11)
• Next step:– Defer action then post final decision at end of September
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PRR 454 – Market OperationsChanges in support of RDRR initiative
• Reason for Revision:
– This PRR includes Market Operations changes related to the Reliability Demand Response Product (RDRP) initiative.
• Stakeholder Comments on Recommendation:
– Two comments received
• ISO Response:
– ISO incorporated one of the comments in a revised markup. In review of the second comment, it was determined that an incorrect impact analysis form was attached to the PRR. The form was replaced and the comment period was extended for comments on the impact analysis.
• Comment Period Expiration:
– August 16, 2011 (Comment Period on Impact Analysis has been extended to 8/31/11)
• Next step:
– Defer action then post final decision at end of September
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PRR 455 – Market Instruments Changes in support of RDRR initiative• Reason for Revision:
– This PRR includes Market Operations changes related to the Reliability Demand Response Product (RDRP) initiative.
• Stakeholder Comments on Recommendation :– One comment submitted by PG&E
• ISO Response/Position:– ISO incorporated the comments in a revised markup. In review of a
comment for PRR 454, it was determined that an incorrect impact analysis form was attached to the PRR. The form was replaced and the comment period was extended for comments on the impact analysis.
• Comment Period Expiration:– August 16, 2011 (Comment Period on Impact Analysis has been
extended to 8/31/11)
• Next step:– Defer action then post final decision at end of September
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PRR 456– MeteringReliability Demand Response Resource
• Reason for Revision:– Introduces Reliability Demand Response program
• Stakeholder Comments on Recommendation:– No stakeholder comments submitted
• ISO Response/Position:– ISO submitted the PRR
• Comment Period Expiration:– August 16, 2011 (Comment Period on Impact Analysis has been
extended to 8/31/11)
• Next step:– Defer action then post final decision at end of September
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PRR 458 – Reliability RequirementsReliability Demand Response Resources
• Reason for Revision:– Including changes to reflect the new Reliability Demand Response
Product for Demand Response Resources.
• Stakeholder Comments on Recommendation:– No comments submitted
• ISO Response/Position:– ISO submitted the PRR
• Comment Period Expiration:– August 16, 2011
• Next step:
– Defer action then post final decision at end of September
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Settlements and BillingPRRs for Discussion – Recommendation Phase
PRR BPM Configuration Guide
448 MSS Netting Pre-Calculation
449 Real Time Energy Quantity Pre-Calculation
451 RUC No Pay Quantity Pre-Calculation
452 Spin / Non-Spin No Pay Quantity Pre-Calculation
08/23/11
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Settlements and Billing PRR Summary -Recommendation Phase
PRR CC/PC Comment Expiration / Next
Step
CommentsSubmitted
ISO Position / Reason for Revision
448 MSS Netting PC
Comment Period Expired on 8/16/11/ Defer Action then
Final Decision
N ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR).
449 RT Energy Quantity PC
Comment Period Expired on 8/16/11/ Defer Action then
Final Decision
N ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR).
451 RUC No Pay Quantity PC
Comment Period Expired on 8/16/11/ Defer Action then
Final Decision
N ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR).
452 Spin/Non-Spin No Pay QuantityPC
Comment Period Expired on 8/16/11/ Defer Action then
Final Decision
N ISO Submitted. Documentation/language only change to reflect inclusion of Reliability Demand Response Resources (RDRR). 07/26/11
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Settlements and BillingPRRs for Discussion – Initial Phase
PRR BPM Configuration Guide
461 BPM for Settlements & Billing Main Body
462 CC 7989 & 7999 Invoice Deviation Interest Charge Codes
463 CC 701 Forecasting Service Fee
464 CC 711 Intermittent Resources Net Deviation Settlement
465 CC 721 Intermittent Resources Net Deviation Allocation
466 CC 722 Intermittent Resources Net Deviation Reversal
467 CC 741 Quarterly Intermittent Resources Export Energy Process Fee
468 CC 751 Monthly Intermittent Resources Export Energy Settlement
469 CC 752 Monthly Intermittent Resources Export Energy Allocation.
470 Pre-Calc IFM Net Amount
471 BPM for Settlements & Billing Main Body
475 CC 6490 NERC WECC Charge
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Settlements and Billing PRR Summary – Initial PhasePRR CC/PC Comment Expiration /
Next StepCommentsSubmitted
ISO Position / Reason for Revision
461 Main Body
Comment Period Expired 8/22/11 / Recommendation
N To support the NERC/WECC & Estimated meter data adder requirements
462 CC 7989 & 7999
Comment Period Expired 8/22/11 / Recommendation
N To accommodate the FERC 741 order for Credit Reform and the Settlements Timeline Change implementation
463 CC 701 Comment Period Expired 8/22/11 / Recommendation
N Clarifying documentation/language change
464 CC 711 Comment Period Expired 8/22/11 / Recommendation
N Clarifying documentation/language change
465 CC 721 Comment Period Expired 8/22/11 / Recommendation
N Clarifying documentation/language change
466 CC 722 Comment Period Expired 8/22/11 / Recommendation
N Clarifying documentation/language change
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Settlements and Billing PRR Summary – Initial Phase, cont.
PRR CC/PC Comment Expiration/ Next Step
CommentsSubmitted
ISO Position / Reason for Revision
467 CC 741 Comment Period Expired 8/22/11 / Recommendation
N Clarifying documentation/language change
468 CC 751 Comment Period Expired 8/22/11 / Recommendation
N Clarifying documentation/language change
469 CC 752 Comment Period Expired 8/22/11 / Recommendation
N Clarifying documentation/language change
470 Pre-Calc IFM Net Amount
Comment Period Expired 8/22/11 / Recommendation
N To modify BCR rules & ExceptionalDispatch Energy settlement in line with Tariff Amendment
471 Main Body
Comment Period Expired 8/22/11 / Recommendation
N To accommodate the FERC 741 order for Credit Reform and the Settlements Timeline Change implementation
475 CC 6490 Comment Period Expired 8/22/11 / Recommendation
N To accommodate second phase of NERC/WECC automation
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PRR 460 for DiscussionGIP BPM Recommendation Phase
PRR PRR Title
460 New BPM Generator Interconnection Procedures (GIP)
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PRR 460 – New BPM Generator Interconnection Procedures (GIP) • Reason for Revision:
– To document guidelines and clarification of generator interconnection procedures
• Stakeholder Comments on Recommendation:
– First Solar provided several comments
• ISO Response/Position– ISO will post responses to First Solar’s comments to PRR 460 to be
addressed at the 8/23/2011 web conference
• Comment Period Expiration:– August 16, 2011
• Next step:– Post Final Decision
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BPM Change Management ProcessA PRR is received, reviewed and accepted
Comments are submitted and moderated
First Comments
Stakeholder Meeting
Initiation & Acceptance Stage
Recommendation
Comments on Recommendation
Stakeholder Meeting on Recommendation
Final Decision
PRR details are reviewed, including comments
Recommendation is posted for comments
Comments are submitted and moderated
PRR details are reviewed including recommendation and comments
Final decision is posted and appeal period opens
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Next Steps
Next Meeting:
September 27, 2011
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