© Copyright 2017 California ISO

Slide 1

© Copyright 2017 California ISO

New Resource Implementation &

Market Modeling

Ron Olsen, Resource Management Engineer

Christina Weiler, Resource Management Specialist

Marissa Walter, Resource Management Analyst

February 22, 2017

© Copyright 2017 California ISO

Slide 2

Interconnection Process Map

You are here

• For some interconnection customers (IC), such as distribution

connected and QF resources, New Resource Implementation (NRI)

will be the first point of contact at the ISO.

• New Resource Implementation ensures that a resource

requirements are met before:

• Initial sync

• Commercial operations

• Qualified Facility and conversions

© Copyright 2017 California ISO

Slide 3

Objective

• Review of requirements for the New Resource

Implementation (NRI) process.

• Project Naming

• Energy Storage

• Acceptable ISO Real Time Devices

• New things to come

© Copyright 2017 California ISO

Slide 4

Model and Contracts Implementation Group

MPAI

EDAS NRI

ERMMCI

FNM

EDAS: Energy Data Acquisition Systems

NRI: New Resource Implementation

MPAI: Market Participant Asset Implementation

FNM: Full Network Model

ERM: Entity Resource Management

Energy ManagementOperations Outage Planning Outage Coordination

Operational Readiness Congestion Rights Transmission Planning

Meter Data Acquisition Short Term Forecasting Queue Management

Regulatory Contract Management

© Copyright 2017 California ISO

Slide 5

Getting Started

The first step of the NRI process is to:

• Submit a Project Details Form.

• Submit it at least 7 months in advance of your estimated

initial sync, QF, or conversion date.

• Your project will be assigned a NRI project number ie.

(16GEN1234)

• Use Project Details Form to provide updates:

– Project Description

– Initial Sync, QF, or conversion date

– Email addresses (will receive project progress reports

and will allow user to submit documentation to NRI)

© Copyright 2017 California ISO

Slide 6

FNM Bucket Dates and Requirements

Bucket 1 Bucket 2 Bucket 3 Bucket 4

Interconnection Agreement Meter Configuration

Worksheet

Final Generator Resource

Data Template

Interconnection Approval

Letter from (PTO)

Single Line Drawing Site Information Form for

Solar Resources

Scheduling Coordinator

Selection Letter

Bucket 5

Three Line Drawing Topo Map for Solar

Resources

Scheduling Coordinator

Acceptance Letter

Meter and Site Verification

Sheet

Remote Intelligent Gateway

Details Form

Control and Protection

Documentation

Meter Calculation to Point

Of Receipt Document

Communication Block

Diagram

Ca Energy Commission Pre-

certification

Final Control & Protection

Documentation

Gen PSLF (Positive

Sequence Load Flow Data)

24/7 Contact Info form Bucket 6

Generator Dynamic Model

File

CPS Subscribers

Agreement

PTO Final COD Approval

Letter

Network Application

Information

Energy Control Network

Connectivity

COD Declaration Letter

Topo Map for Wind

Resources

Participating Intermittent

Resource Letter of Intent

Site Information Form for

Wind Resources

© Copyright 2017 California ISO

Slide 7

Bucket Timeline

Imple

ment

Date

9/13/17

COD

Date

9/23/17

5/31/17

8/14/17

9/3/17

9/12/17

Create

NRI

Project

2/12/17

2/22/17

© Copyright 2017 California ISO

Slide 8

Tips for success- NRI document submission

• Review the NRI Guide and Checklist

• Start the NRI Process early and submit documents well

before bucket dates

• Include your CAISO Project number i.e.. (17GEN1234)

• One project per email

• Multiple attachments per email per project are okay

• Email sender must be listed on the Project Details Form

• Follow the file naming convention in the NRI Guide

• Please read the email responses from NRI

© Copyright 2017 California ISO

Slide 9

Project Naming Validation

• Section 5.2 of the BPM for Generator Interconnection and

Deliverability Allocation Procedures (GIDAP) contains the

project naming guidelines when choosing your resource name.

• Automated validation of the project name will occur at project

creation

Pass: Project Confirmation with ISO Project Number sent

Not Pass: Email notification will be sent

• 2nd Manual Validation during Bucket 1 timeline

Not Pass: Notification will be sent through FNM Progress

Report

• All project name changes are required prior to their projected

database model assignment.

© Copyright 2017 California ISO

Slide 10

Energy Storage

• Energy storage generating facilities technical bulletin

– Considerations and implementation

• New field in project details form for 3-Party battery

storage (3G)

© Copyright 2017 California ISO

Slide 11

Acceptable ISO Real Time Devices

• Acceptable ISO Real Time Devices

– Remote intelligent gateway (RIG)

– Remote terminal unit (RTU)

– Programmable logic controller (PLC)

– Plant control system (like DCS, EMS, etc.)

• Dispersive™

– No SSL (Security Socket Layer) renewals needed

– Primary use is internet connected real-time telemetry

devices discussed above

© Copyright 2017 California ISO

Slide 12

New things to come

• Paperless

• DocuSign

• Pre-Filled Data package export

– Includes metering, PGA/MSA contracts, ECN & CPS

agreements, SC letters

• New project details form, V9a

– Gas Burn Reporting

• Gas Company meter name, service area, forecast

zone and transmission zone

– Energy Information Administration (EIA)Data

• Plant Code & Generator ID

© Copyright 2017 California ISO

Slide 13

Resources – NRI Checklist, Guide and Energy

Storage Technical Bulletin

• New Resource Implementation webpage: http://www.caiso.com/participate/Pages/NewResourceImplementation/Defa

ult.aspx

• NRI Checklist: http://www.caiso.com/Documents/NewResourceImplementationChecklist.xls

• NRI Guide: http://www.caiso.com/Documents/NewResourceImplementationGuide.doc

• Project Details Form http://www.caiso.com/participate/Pages/NewResourceImplementation/Defa

ult.aspx

• Technical Bulletin: Implementation of Hybrid Energy

Storage Generating Facilities http://www.caiso.com/market/Pages/ReportsBulletins/Default.aspx

© Copyright 2017 California ISO

Slide 14

Thank you!

• If you have any further questions regarding the NRI

process, please send them to

NewResourceImplementation@caiso.com