Development of Wholesale Electricity Scheduling and OASIS
Determining the Future Needs of theOpen Access Same-time Information System
Andy Rodriquez, PJM Interconnection
1988 - 1996Open Access
• Issue: Limited access to transmission system constrains sales of economy energy to the detriment of consumers
• Organization – FERC • Response – Merger Conditions, Orders 888, 889• Result – OATTs, OASIS• Cost – High• Benefit – High for Business, Low for Reliability
1995 -1997Reliability and Curtailments
• Issue: Reliability Coordinators needed a way to quickly identify transactions to halt should reliability be threatened
• Organization – NERC • Response – Tagging Requirements• Result – Automation of the TLR process• Cost – Medium• Benefit – Low for Business, High for Reliability
1997 - 1999Coordination of Complex Wheeling
• Issue: As wheeling become more common, it became critical to improve the speed for processing tags
• Organization – NERC • Response – E-Tag Requirements• Result – Automation of the Tagging process• Cost – High • Benefit – Med for Business, Med for Reliability
1999 - 2002Technology Improvements
• Issue – E-Tag technology not able to easily support process enhancements or changes
• Organization – NERC • Response – E-Tag 1.7 XML schema• Result – Further integration and automation
throughout the industry• Cost – High• Benefit – Med for Business, Med for Reliability
Changing Environment
• Challenges of the past have largely been addressed through updates to OASIS and E-Tag
• Increasing maturation of industry has reduced scheduling complexity significantly– The growth of large ISOs, RTOs, Regional Tariffs, and Joint
OASIS nodes is eliminating the need for “how to do it” standards, focusing on “what to accomplish” standards
– Reduction in number of “pure marketers” and “speculative traders” reduces schedule complexity
– Growth of centralized energy markets reduces need for complex schedules
– Development of new congestion management methods eliminating need for schedule documentation
NERC Regions and Control Areas
As of April 2000ERCOT
W SCC MAAC
NPCC
SERC
FRCC
MAIN
ECAR
MAPP
SPP
AZPSAZPS
PSCO
NW M T
TEPCSRP
DEAA
IID
NEVP
PACE
SPPC
IPCO
AESOBCHA
SCLPSEI
TPWR
BPAT
AVA
PGE
PACW
CHPD
DOPD
GCPD
PNM
EPE
ISONE
MAR
WACM
MHEBSPC
WAUW
CWLP
CILC
WEC
MGE
WPS
NYISO
BREC
EKPC
OVEC
SIGE
NIPS
SIPC
HE
IP
SERU
SETH
SEHA
YAD
AMRN
LDWP
LEPA
LAFA
CLEC
DERSSPS
WFEC CSWS
EDEKCPL
WR
GRDA
SPA
WPEK
SECI
OKGE
KACY
DPC
NSP
SMP
MPW
ALTE
ALTW
OPPD
NPPD
MP
OTPGRE
UPPC
SOCO
GVL
FPC
FMPP
FPL
HST
TEC
SEC
NSB
TAL
JEA
RC
SC
SCEG
CPLE
CPLWTVA
VAP
HQT
CISO
WALC
AEC
LGEEMPS
EEI
CWLD
INDN
AECI
EES
LES
MECS
SMECFE
IMO
LAGN
BCA
FE
DUK
CIN
IPL
WAUE
LCRA
MEC
SMUD
DEEM
DEMT
DENL
DESG
DEVI
DEWO
GRMA
DELO
HGMA
PJMAEP
APDPL
DLCO
CE
AUSSAPS
BRNS
CPL
HLP
STMC
TU
WTU
TMPP
147 Scheduling Entities
NYISOISONE
PJM
NERC Regions and Control Areas
As of April 2005ERCOT
W ECC MAAC
NPCC
SERC
FRCC
MAIN
ECAR
MRO
SPP
AZPSAZPS
PSCO
NW M T
TEPCSRP
DEAA
IID
NEVP
PACE
SPPC
IPCO
AESOBCHA
SCLPSEI
TPWR
BPAT
AVA
PGE
PACW
CHPD
DOPD
GCPD
PNM
EPE
ISONE
MAR
WACM
MHEBSPC
WAUW
CWLP
CILC
WEC
MGE
WPS
NYISO
BREC
EKPC
OVEC
SIGE
NIPS
SIPC
HE
IP
SERU
SETH
SEHA
YAD
AMRN
LDWP
LEPA
LAFA
CLEC
DERSSPS
WFEC CSWS
EDEKCPL
WR
GRDA
SPA
WPEK
SECI
OKGE
KACY
DPC
NSP
SMP
MPW
ALTE
ALTW
OPPD
NPPD
MP
OTPGRE
UPPC
SOCO
GVL
FPC
FMPP
FPL
HST
TEC
SEC
NSB
TAL
JEA
RC
SC
SCEG
CPLE
CPLWTVA
VAP
HQT
CISO
WALC
AEC
LGEEMPS
EEI
CWLD
INDN
AECI
EES
LES
MECS
SMECFE
IMO
LAGN
BCA
FE
DUK
CIN
IPL
WAUE
ERCO
MEC
SMUD
DEEM
DEMT
DENL
DESG
DEVI
DEWO
GRMA
DELO
HGMA
PJM
133 Scheduling Entities
ERCOT
PJM
NYISOISONE
As of March 2005
NERC Regions and Control Areas
As of June 2005ERCOT
W ECC MAAC
NPCC
SERC
FRCC
MAIN
ECAR
MRO
SPP
AZPSAZPS
PSCO
NW M T
TEPCSRP
DEAA
IID
NEVP
PACE
SPPC
IPCO
AESOBCHA
SCLPSEI
TPWR
BPAT
AVA
PGE
PACW
CHPD
DOPD
GCPD
PNM
EPE
ISONE
MAR
WACM
SPC
WAUWNYISO
BREC
EKPC
OVEC
SERU
SETH
SEHA
YAD
LDWP
LEPA
LAFA
CLEC
DERSSPS
WFEC CSWS
EDEKCPL
WR
GRDA
SPA
SECI
OKGE
KACY
DPCSMP
MPW
OPPD
NPPD
GRE
SOCO
GVL
FPC
FMPP
FPL
HST
TEC
SEC
NSB
TAL
JEA
RC
SC
SCEG
CPLE
CPLWTVA
HQT
CISO
WALC
AEC
INDN
AECI
EES
SMECFE
IMO
LAGN
BCA
DUK
WAUE
ERCO
MEC
SMUD
DEEM
DEMT
DENL
DESG
GRMA
HGMA
PJM
MISO
104 Scheduling Entities
ERCOT
PJMMISO
NYISOISONE
NERC Regions and Control Areas
As of 2008-2010ERCOT
W ECC MAAC
NPCC
SERC
FRCC
MAIN
ECAR
MRO
SPP
DEAA
AESO
SCL
TPWR
CHPD
DOPD
GCPD
ISONE
MAR
WT
SPC
NYISO
BREC
EKPC
OVEC
SERU
SETH
SEHA
YAD
SPP
DPCSMP
MPW
OPPD
NPPD
GRE
SOCO
GF
SC
SCEG
CPLE
CPLWTVA
HQT
CISO
AEC
AECI
EES
SMECFE
IMO
LAGN
BCA
DUK
ERCO
MEC
DEEM
DEMT
DENL
DESG
GRMA
HGMA
PJM
MISO
GW
55 Scheduling Entities
ERCOT
PJMMISO
SPP
WestTransOASIS
GridWest
NYISOISONE
GridFlorida
Est. 2008-2010
Today’s IssuesProblems to be Solved by OASIS II
• Standardized Data Exchange
• Enhanced Posting of Data (Pub/Sub)
• Standardized Market Interfaces
• Elimination of Seams through Technology
Today’s Responses
• Standardized Data Exchange– E-Tag and OASIS are standards already in
wide-use– Additional standards are being developed as
needed on a regional, voluntary basis– Third-Party software products provide much of
this functionality
Today’s Responses
• Enhanced Posting of Data (Pub/Sub)– Many regional tools have already been
developed to provide this functionality– Third-Party software services have been
developed to help address this need
Today’s Responses
• Standardized Market Interfaces– The growth of RTOs, ISOs, and Coordination
Agreements has reduced complexity that drove this issue
– Third-Party software products also provide much of this functionality
– Reduced call for standardization due to trading environment changes
Today’s Responses
• Elimination of Seams through Technology– The growth of RTOs, ISOs, and Coordination
Agreements has significantly reduced this concern
– Seams are also being eliminated through local initiatives and coordination agreements
– Third-Party software products have been developed that reduce the impact of seams
Conclusion
• The Industry has been given adequate signals to incent resolution of customer concerns
• ISOs, RTOs, and Transmission Providers are developing processes and tools to eliminate scheduling complexity and improve data exchange
• Costs associated with a major change to the OASIS may be high, and possibly not justified by the benefits
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