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Future of OASIS II Conference

Future of OASIS II Conference. Presented by Karl Tammar – NYISO For the ISO/RTO Council March 29, 2005. ISO/RTO Activities and Initiatives. OASIS II Issues and Goals:. Many Transactions Crossing RTO Boundaries Numerous Customers doing business with multiple RTOs

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Future of OASIS II Conference

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  1. Future of OASIS IIConference Presented by Karl Tammar – NYISO For the ISO/RTO Council March 29, 2005 ISO/RTO Activities and Initiatives

  2. OASIS II Issues and Goals: • Many Transactions Crossing RTO Boundaries • Numerous Customers doing business with multiple RTOs • Remove barriers to the ability to trade • Standardizing Electronic Communication in Electric Industry • Develop effective processes and tools

  3. ISO/RTO Basic Functions: Market Participants Market Participants Offers & Bids Offers & Bids Market Information Market Information • • • • Bilateral TA Bilateral TA Settlement Reports Settlement Reports • • • • Meter Data Meter Data • • Regional Regional Functions Planning Planning Scheduling Scheduling Regulation Regulation Transaction Transaction Settlements and Billing Settlements Market Market and Dispatch and Dispatch Management Management Monitoring Monitoring Economic Unit Set Points Economic Unit Set Points • • Net Net Intertie Intertie Schedule Schedule • • Periodic Model Updates Periodic Model Updates • • Generation Supply Curves Generation Supply Curves • • Load Forecasts Load Forecasts • • Request Approvals Request Approvals • • Real Real - - Time Values Time Values • • Operating information Operating information • • Constraints Constraints • • Approval Requests Approval Requests • • Operating Information Operating Information Local Control Center Functions Demand Automatic Dispatch Data Response Local Generation Gateway Acquisition and Retail Security Functions Control Access

  4. Seams Issues • barriers and inefficiencies • equipment limitations • differences in market rules and designs • operating and scheduling protocols, • other control area practices • inhibit or preclude the ability to transact capacity and energy across control area boundaries.

  5. Regional Seams InitiativesRelated to Transaction Scheduling • Northeast – IESO, ISO-NE, NYISO, & PJM • Removal of Export Charges between control areas (Rate Pan-caking Elimination) • E-Tagging Integration- automated response on incoming E-Tag requests and automated updates for bid /schedule changes to the E-tag system resulting from the hour-ahead evaluation. • Facilitated Checkout • Midwest – MISO & PJM • Rate Pan-caking Elimination • Congestion Management (improve real-time use of transmission interfaces – Regional Dispatch Coordination) • West – SSG-WI: AESO, CAISO, RTO West participants & West Connect participants • SSG-WI evaluating proposals and previously submitted white papers • Single Market Interface (SMI) work is ongoing

  6. Adopted and De Facto Standards • ICCP – Real Time Reliability • E-Tag – Blends Reliability & Business • OASIS 1A – Physical Transmission Business • CIM – Quasi Static Reliability • CME – Market Extensions to CIM • FCO – Application implementation • RTO OASIS/MIS – Market Participant Interface

  7. Day Ahead Etc. Real Time What Information is exchanged? Market Design/Policy SMD and Regional Market Designs Market Rules & ISO Operating Procedures/Bus. Processes . . . . . . . . . . . . • Scheduling and Dispatch • Regulation • Transaction Management • Market Monitoring • Etc. . . . Functions EMS Markets Components Other Components SE CA etc SCUC SCED etc System Architecture Application Integration Bus ISO/RTO Systems Data Architecture CIM Data Model Other Data Market Interfaces • Market Information and Reporting • Transaction Scheduling Interface • Bid/Offer Interface • Etc. . . .

  8. ISO/RTO Activity: Facilitated Transaction Checkout • Tool for data exchange to support real-time transaction checkout • Each Area provides a “service” that enables neighboring CAs to view their current transaction stack • Areas can integrate this data into existing displays to meet the unique needs of their own Operators • Changes made on FTC ‘screen’ seamlessly carry into current scheduling software • Supplemental data (e.g. Ramp info) may be added for one Control Area and available for all without it being required for all. • Application Implementation • Open Architecture (free code sharing) • No monthly fee or upgrade costs to third party • Total Project cost is limited to internal development time and server costs • (45 to 60K US dollars) • Project Costs are quickly recovered with reductions in ‘additional’ staff required for checkout

  9. Goals of CIM for Market Extensions (CME) Project • Extend the CIM architecture to support SMD and facilitate markets • Focus on the Day-Ahead and Real-Time Market Processes to define extensions needed for the CIM data model to support these processes • Standardize information format and application interfaces to make the North American wholesale electricity market run efficiently, reduce seams issues and save substantial costs in the development of applications for each RTO • Will allow RTOs to buy best-of-breed applications and communicate with Transmission operating Organizations and/or other ISOs/RTOs in a standard information format • Will allow marketers, Load Serving Entities (LSE), and Generator Serving Entities (GSE) to access information and bid in the RTO’s preferred format

  10. Scope of CME Project Inter-ISO/RTO Messaging Intra-ISO/RTO Messaging Generators RTO A MIS Settlement RTO A ISO B Marketers SCUC SCED ISO D RTO C Loads CIM extensions in scope for CME XML information exchange model and terms database – message standards to be developed as part of RTO/ISO Data Initiative Market, Load, Generation Participants CIM extension and information exchange model – Other Initiatives and/or Future Phase(s)

  11. ISO/RTO Market Design/Rules NAESB Participant Business Practices NERC Reliability General Structure for Responsibilities Regulatory/ Policy National, State, or Provincial Authority (e.g. FERC) Market Design / Policy /SMD Accountability/ Implementation Standards • Reliability Standards • Wholesale Market Rules & Operating Procedures • Software Architecture and Security Standards • Market Interfaces • ISO/RTO Related Data Interchange • Bilateral Market Standards • Market Participant Business Practices/Processes • Industry Related Data Interchange Working Groups/Task Forces • NERC working groups/taskforces • ISO/RTO Council – Delegation to working groups for specific tasks • Direct Participation • Working Groups as Required Systems Implementation Responsibility • Reliability Entities • ISOs/RTOs are ‘Standards Users’ • Standards Users

  12. Challenges for OASIS II • SMD Closure • Rate Pancaking • Data Confidentiality • Protecting Existing Investments • Determining Business Case

  13. Questions

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