Transmission Service Transaction Paths

Report
Transmission Service
Registration
MISO Integration Training
Level 100 –
Transmission Service
Registration
Last material update: 03/06/2013
Course Content and Disclaimer
Transmission Service
Registration
Course Description
1
This is a broad overview of MISO’s Transmission Service Registration process. The
following slides present a high-level overview of transmission service options and
some potential impacts.
2
This presentation is intended for those individuals seeking a basic understanding of
MISO’s Transmission Service Registration process and is not intended to expand
into detail on the concepts presented here.
3
For additional detail and training, interested parties should reference the TSR
integration document that is posted on the MISO OASIS node. This includes
additional detail that expands on this presentation’s content.
4
Frequently used terminology, along with reference-links to MISO documentation
and contacts, is included in this presentation.
Notice
The following training materials are intended for use as training materials only and are not
intended to convey, support, prescribe or limit any market participant activities. These
materials do not act as a governing document over any market rules or business practices
manual. The data used in the examples is test data and should not be used to support
market analyses.
2
Course Agenda
Level 100 Transmission
Service
Registration
Transmission Service
Registration
Introduction
Transmission Service Integration
Overview
MISO Transaction Paths and
Transmission Svc Overview
Transmission Service Integration
Options
Point-to-Point and Network
ARR / FTR and TSR Integration
ARR / FTR Overview
Transmission Customer Registration
Decision Tree & Timelines
FAQs
List of References & Acronyms
Registration Timeline
Appendix: ITC
Grandfathered Agreements
3
Transmission Service Integration Overview
Transmission Service
Registration
The Basics of MISO Transmission Services Transaction Terminology…
Drive-In
to MISO
Drive-Within
MISO
External origination but
Sinks internal to MISO
MISO origination and Sinks
internal to MISO
Transmission Service
Transaction Paths
Drive-Through
MISO
Drive-Out
from MISO
External origination and Sinks
External
MISO origination but Sinks
External
4
Transmission Service Integration Overview
Transmission Service
Registration
The Basics of MISO Transmission Services-Firm Point-to-Point…
Services
• Yearly, Monthly, Weekly, Daily
Rates
• Drive-In and Drive-Within
(Zonal within MISO)
• Drive-Out and Drive-Through
(MISO Zonal Rate Weighted Average)
Revenue Distribution
• Distributed to Transmission Owners
5
Transmission Service Integration Overview
Transmission Service
Registration
The Basics of MISO Transmission Services-Non-Firm Point-to-Point…
Services
• Monthly, Weekly, Daily, Hourly
Rates
• Drive-In and Drive-Within
(Zonal within MISO)
• Drive-Out and Drive-Through
(MISO Zonal Rate Weighted Average)
Revenue Distribution
• Distributed to Transmission Owners
6
Transmission Service Integration Overview
Transmission Service
Registration
The Basics of MISO Transmission Services-Network Integration…
Service
• Network Integration – Minimum of one year contract
Rates
• Zonal
Revenue Distribution
• Zonal Transmission Owners receive Total Schedule 9
Revenue Collected by Zone
7
Transmission Service
Registration
Transmission Service Integration Overview
8
The Basics of MISO Transmission Services-Transmission Rates…
Existing
Schedule
7
Firm Point-toPoint
Schedule
8
Non-Firm Pointto-Point
Schedule
9
Network
Integration
Service
Schedule 26
Schedule 26-B
Schedule 33
Schedule 36
Schedule 37
Transmission
Expansion
Plan Upgrade
Shared
Network
Upgrade
Plan
Blackstart
Service
Regional
Charges
MTEP Costs
for ATSI
Zone
2012
Additions
Schedule 26-A
Schedule 38
Multi-Value Project
Usage Rate
MTEP Costs for
DEI Zone
Transmission Service Integration Overview
Transmission Service
Registration
9
The Basics of MISO Transmission Services-Transmission Settlements…
Transmission Settlements
Integration Activities
Access MISO FTP site to prepare
for sending Market Participant SP
and MP files from Transmission
Owners receiving Preliminary and
Final Settlements
Review Subject Business
Practices Manuals
Contact Client Service
Representatives for Information
and Support
Attend Transmission Settlements
Training Programs
Transmission Service Integration Overview
Transmission Service
Registration
The Basics of MISO TSR Integration…
MISO Tariff Expansion
Tariff Expansion
OASIS
Existing
Integrating Entity
Transmission
Service
• Expanded to include new member
transmission facilities
• Includes Network and Point-to-Point
Service
• Integrating Entity added to MISO OASIS
Node
• Consolidated and placed on MISO page of
MISO OASIS node
• MISO will be listed as Transmission
Provider
10
Transmission Service Integration Overview
Transmission Service
Registration
The Phases of MISO TSR Integration…
Phase 1:
• MISO determines customers eligible for transmission service
• MISO contacts eligible customers regarding registration
arrangements
• Transmission customers must complete all required application
and MP registration processes
Phase 2:
• Identified transmission customers complete Transmission
Service Agreement registration process for network and point-topoint transmission service as a Market Participant (includes
identification / registration of commercial pricing nodes)
Phase 3:
• MISO transfers existing Integrating Entity OASIS reservations to
the MISO node on the MISO OASIS
• TSR conversion requests must be communicated to MISO
11
Transmission Service Integration Options
Transmission Service
Registration
12
Transmission Service Options (by path, excludes partial-path)…
Transaction
Source
Transaction Sink
Conversion Option
External
MISO
Remove or Network Service*
External
Integrating Entity
Remove or Network Service*
External
External
Point-to-Point Drive Through
MISO
Integrating Entity
Network Service*
MISO
External
Point-to-Point Drive Out
Integrating Entity
MISO
Remove or Network Service*
Integrating Entity
Integrating Entity
Remove or Network Service*
Integrating Entity
External
Point-to-Point Drive Out
* Point-to-Point is still an option, but it is not commonly chosen
Transmission Service Integration Options
Transmission Service
Registration
13
Partial Path…
Step 1: Partial path TSR will not be removed or extended to a full path. Its
POR/Source or POD/Sink that extends across the MISO/Entergy border will be
modified so that its path terminates at the MISO/Entergy border (see examples on
the following slides). If the customer desires a different source/sink than the
MISO/Entergy border source/sink, it will be reviewed and studied if appropriate.
Step 2: If the resulting TSR from step 1 is sinking within the market, it can be
removed (if the load at the sink doesn’t rely on the TSR to supply the load).
Step 3: Any special scenario can be requested to be reviewed. MISO will process
it on a case by case basis.
Consistent with previous MISO new member integrations
Agenda Reference
Transmission Service
Registration
14
Partial Path Example 1 – MISO to Southern Company…
Transaction is from MISO to SOCO
• Existing Reservations:
– MISO OASIS Reservations
•
•
•
•
Source: NIPSCO
POR: NIPSCO
POD: EES
Sink: SOCO
– Entergy OASIS Reservations
• No reservation
• Step 1:
– Reservation Changes Upon Integration*:
•
•
•
•
Source: NIPSCO
POR: NIPSCO
POD: AMMO
Sink: AMMO
• Step 2:
– Customer can choose to delete the reservation or keep it
* CPNode names not yet established
Agenda Reference
Transmission Service
Registration
15
Partial Path Example 2 – MISO to Southern Company…
Transaction is from MISO to SOCO
• Existing Reservations:
– MISO OASIS Reservations
• No reservation
– Entergy OASIS Reservations
•
•
•
•
Source: AMRN
POR: AMRN
POD: SOCO
Sink: SOCO
• Step 1:
– Reservation Changes Upon Integration:
•
•
•
•
Source: EEA.GeneratorName*
POR: EEA*
POD: SOCO
Sink: SOCO
• Step 2:
– This reservation stays. It will still enable the customer to move
power from MISO to SOCO
* CPNode names not yet established. This is an example of a generator in Entergy Arkansas
Transmission Service Integration Options
Transmission Service
Registration
16
Transmission Service Integration-Unconfirmed TSRs…
Key questions for unconfirmed and
still active TSRs
Answers
How will MISO handle unconfirmed and These TSRs will be consolidated and
still active TSRs on the integrating entity placed on the MISO OASIS node. MISO
OASIS?
will be shown as the Transmission
Provider.
How will the queue position be
established?
The queue will be established during
the consolidation process. It will be
based on the queue time on the
integrating entity’s OASIS node.
How will start / stop dates be handled
for TSRs that span across the
integration date?
The actual integration date will become
the new start date. This reflects when
the reservations began settling under
the MISO EMT (original start date will
be stored in the TSR comment section).
Transmission Service Integration Options
Transmission Service
Registration
17
Grandfathered Agreements…
Integrating Entity must
provide list of
grandfathered
transmission service to
MISO
Carved-out TSRs will be
placed on a new
transmission owner
page on OASIS
If applicable, service
receiving
Option A or C
grandfathered treatment
will be on OASIS
ARR / FTR and TSR Integration
Transmission Service
Registration
Impacts on FTRs / ARRs
18
ARR / FTR and TSR Integration
Transmission Service
Registration
Mechanisms for Obtaining ARRs/FTRs…
Transmission Service Eligible for obtaining
FTRs/ARRs in Allocation
Network Integration Transmission Service valid during the
Reference Year
Yearly firm Point-to-Point Transmission Service valid
during the Reference Year
Grandfathered Agreements
19
Transmission Service
Registration
ARR / FTR and TSR Integration
FTRs / ARRs are Awarded Through a Series of Processes…
• The Monthly FTR Auction follows the Annual FTR
Auction which follows the Annual ARR Allocation.
•
Annual
ARR
Allocation
MISO first runs a
Simultaneous Feasibility
Test (SFT) to award
ARRs for all 4 seasons,
Peak and Off-Peak
Annual
FTR
Auction
•
•
Auctions are
conducted for Peak
and Off-Peak for
each of four seasons
After the Annual FTR
Auction, the Monthly
FTR Auction is held
Monthly FTR
Auction
20
Customer Registration Decision Tree & Timeline
Transmission Service
Registration
Transmission Customer Registration
Decision Tree and Timeline
21
Customer Registration Decision Tree & Timeline
Transmission Service
Registration
22
Transmission Customer Types…
Transmission customers who join MISO as certified Market Participants, as a
result of the MISO Southern Region integration, fall into the following categories:
Type
Transmission Customer
Detail
1. Integrating entity
customers who are
existing MISO MPs
a) Same NERC ID
1a
b) Different NERC ID
1b
2. Integrating entity
customers who are not
existing MISO MPs
a) Become a MISO Market
Participant
2a
b) Use an agent
2b
3. Integrating entity
customers who are
formerly certified MISO
Market Participants
4. New customers*
3
4
*New customers looking to do business on the Entergy OASIS are not guaranteed to be certified by 6/1/2013
Customer Registration Decision Tree & Timeline
Transmission Customer Type Decision Tree…
Transmission customers can determine
what category they fall into by working
through this decision tree…
Transmission Service
Registration
23
Transmission Service
Registration
Customer Registration Decision Tree & Timeline
24
Asset Owners and Long-Term Firm Customers Timeline by Customer
Type…
Based on type, transmission customers will have to perform different tasks (and on
different timelines) to be eligible to interact in the MISO footprint
Task
Date
Complete MISO Online MP
application
12/31/12
1a
1b



Request for non-default partial
path source/sink*
4/1/13


Submit specification sheet for
network load
4/1/13


Meet (additional) credit
obligations*
5/17/13


Existing TSRs transferred to
agent or new NERC ID*
New MPs certified
Begin accepting TSRs under
new Module B-1 processes*

3
4





3/15/13
Complete Cross-border TSR
Sheet
2b

Provide MISO transmission
service paperwork
Submit Attachment B to MISO
2a












6/1/13








*Dates assume a Module B-1 go-live of 7/1/13 – will change if the target date changes
Transmission Service
Registration
Customer Registration Decision Tree & Timeline
25
SPP Reserve Sharing Group (RSG) and Short-Term Firm Customers
Timeline by Customer Type…
Based on type, transmission customers will have to perform different tasks (and on
different timelines) to be eligible to interact in the MISO footprint
Task
Date
1a
1b
2a
2b
3
4


Complete MISO Online MP application
3/15/13

Provide MISO transmission service paperwork
3/15/13




Meet (additional) credit obligations*
5/17/13










Existing TSRs transferred to agent or new NERC ID*
6/1/13
Begin accepting TSRs under new Module B-1 processes*





*Dates assume a Module B-1 go-live of 7/1/13 – will change if the target date changes
Transmission Service
Registration
TSR Conversions
26
TSR Conversions Overview…
There will four distinct types of TSR conversions that may occur as part of the process of
standing up Module B-1. The timing of these conversions will vary and may not apply to all
entities as outlined in the table below.
Conversion Type
Description
Timing
Cross-border TSRs
•
Two reservations – one on Entergy OASIS
and one on MISO OASIS – representing a
single path
MISO will merge into one TSR at
integration to avoid rate-pancaking
•
Customers using an agent must have
reservations transferred to the financiallyresponsible entity
•
•
Mapping to an
agent
•
•
•
Cross-border TSR spreadsheet is posted
on OASIS and is due to MISO by 2/15
MISO will meet with individual customers
to discuss individual conversions
between 3/15 – 4/30
Customer works with Entergy ICT to
transfer TSRs to the new entity
MISO will meet with individual customers
between 3/15 – 4/30
Mapping to a new
pricing zone
•
Network reservations on the Entergy
OASIS will need to be mapped to the new
MISO pricing zones
•
•
No input needed by customers
MISO will meet with individual customers
between 3/15 – 4/30
Remove partial
paths
•
Partial path reservations (TSRs that cross
MISO and Entergy footprints but only exist
on one OASIS) will be modified so they
terminate at the MISO/Entergy border
Customers may request a different
source/sink for MISO’s review
•
Requests for different source/sink review
are due by 4/1/13
Studies will be performed if required after
MISO reviews for appropriateness
•
•
FAQs
Transmission Service
Registration
Frequently Asked Questions
27
FAQs
Transmission Service
Registration
28
Frequently Asked Questions (1 of 3)…
1. As an existing integrating entity OASIS customer, applying to become a Certified MISO
Market Participant (MP), what is required on the 3/15/13 deadline from the Section 18
packet of paperwork? Is it simply service agreements or something more?
• All service agreements and applications should be submitted by 3/15/13 for any new service that
may be taken under Module B-1 or Module B. Submitting this documentation now preserves your
future service options.
• If you have any cross-border transactions, a cross-border TSR template should be completed by
3/15/13.
2. What else is required of a new MISO MP Applicant to ensure readiness to take service
and to be settled by MISO beginning July 1, 2013?
• Please see “The Phases of MISO TSR Integration…” slide from this presentation.
• Meeting Credit requirements no later than May 17, 2013 will be important to certification efforts.
• MISO cannot certify an Applicant until Credit requirements are met.
3. As an existing integrating entity OASIS customer, and an existing MISO Certified
Market Participant with MISO Transmission paperwork already on-file, is anything else
required?
• Specification sheets for any network load should be provided by 4/1/13.
• All existing MISO MPs are encouraged to review MISO Transmission Service Agreements to
ensure you have the appropriate agreements for any new service you intend to take as a result of
the Southern Region Integration.
FAQs
Transmission Service
Registration
29
Frequently Asked Questions (2 of 3)…
4. As an existing Certified MISO MP, with MISO transmission paperwork already on-file,
is anything additional required to act as an agent for an existing integrating entity
customer?
• If your entity has not done so already, an Attachment B should be submitted by the MISO Agent
MP no later than 3/15/13. This documents the intended agent relationship with the existing
integrating entity customer.
• Specification sheets for any network load should be provided by 4/1/13.
• All existing MISO MPs are encouraged to review MISO Transmission Service Agreements to
ensure you have the appropriate agreements for any new service you intend to take as a result of
the Southern Region Integration.
• Additionally, if you have any cross-border transactions, MISO requests that the MISO MP
complete a cross-border TSR template.
5. Which type of application and/or service agreement should we be completing?
• The service you anticipate you will request under MISO tariff: Short-term Firm Point to Point, Longterm Firm Point to Point, Non-firm Point to Point, and Network Integration Transmission Services.
FAQs
Transmission Service
Registration
30
Frequently Asked Questions (3 of 3)…
6. When are the specification sheets due?
• Specification sheets for network load are due 4/1.
• Specification sheets for confirmed Point to Point are not needed.
7. How do I complete my specification sheet by April 1, 2013 if I have not registered my
Commercial Model information and do not intend to do so until the June 1, 2013 stated
deadline?
• For the April 1 deadline, customers don’t need the commercial model information to complete the
specification sheet.
• MISO will note the CPNODE information to the specification sheet later when the CPNODE
information is available.
8. How do I update/transfer my existing Entergy TSR to my agent? Is there a different
process for each type of TSR? Who can I work with at Entergy if I have questions?
• Please work with Entergy ICT to get it transferred. Please contact
[email protected]
List of References
Transmission Service
Registration
31
List of Reference Materials and Contacts…
•
Links
–
https://www.misoenergy.org/WhatWeDo/StrategicInitiatives/Pages/EntergyIntegrationTraining.aspx
•
•
•
Available Training for This Topic
–
–
–
–
–
–
–
–
–
•
https://www.misoenergy.org/Training/Pages
Level 100 Introduction to MISO and Markets
Level 100 Transmission Settlements
Level 100 Tariff Administration (Open Access Transmission and Energy Markets Tariff MISO)
Level 100 Transmission Pricing: Tariff Attachment O
Level 100 Auction Revenue Rights and Financial Transmission Rights
Level 200 Transmission Settlements
Level 200 Market Participant and Asset Registration
Level 200 Auction Revenue Rights and Financial Transmission Rights
Documents
–
Business Practice Manuals (BPM)
•
•
•
•
–
https://www.misoenergy.org/Library/BusinessPracticesManuals
BPM-001 Market Registration
BPM-013 Module B – Transmission Service
BPM-004 FTR and ARR
MISO Tariff (EMT)
•
•
Course Catalog
Training Calendar
https://www.misoenergy.org/Library/Tariff
Contacts
–
MISO Client Relations
•
•
866-296-6476
[email protected]
List of Acronyms
Transmission Service
Registration
ASM
Ancillary Services Market
BA
Balancing Authority
BPM
Business Practices Manual
CPNode
Commercial Pricing Node
Day 1
The opening of the OASIS and provision of Transmission Services.
Day 2
The opening of the MISO Energy Markets.
EMT
MISO Open Access Transmission, Energy and Operating Reserve
Markets Tariff (Tariff)
FERC
Federal Energy Regulatory Commission
FTP
File Transfer Protocol
FTR
Financial Transmission Right
GFA
Grandfathered Agreement
ISO
Independent System Operator
ITC
International Transmission Company
LBA
Local Balancing Authority
32
List of Acronyms
Transmission Service
Registration
MP
Market Participant
MW
Megawatt
NERC
North American Electric Reliability Corporation
NITS
Network Integration Transmission Service
OASIS
Open Access Same-Time Information System
POD
Point of Delivery
POR
Point of Receipt
PTP
Point-to-Point Transmission Service
RSG
Reserve Sharing Group
TO
Transmission Owner
TLR
NERC Transmission Loading Relief
TSR
Transmission Service Request
33
Registration Timeline
Transmission Service
Registration
34
Registration Timeline for MPs with Entergy Transmission System TSRs (1 of 3)…
Date
Action
12/31/12
Market Participant (MP) Application Deadline
2/1/13 –
3/15/13
MISO MPs Register Entergy Transmission System TSRs with MISO
MISO MP Action Required:
1. Contact MISO registration or work with their MISO representative
2. Identify agents, if any, that will take financial responsibility of TSR(s)
(starting 7/1/13)
3. MISO MPs Complete applicable MISO Transmission Network and Pointto-Point Agreements
4. Deadline for MPs to provide their cross border TSRs template
Action Not Required: No Generation or Load is registered at this time
4/1/13
MISO MPs submit specification sheets for all network load.
Registration Timeline
Transmission Service
Registration
35
Registration Timeline for MPs with Entergy Transmission System TSRs (2 of 3)…
Date
Action
6/1/13
Asset Registration (Applies to all Balancing Authorities and Asset Owners
joining MISO on 12/19/13) MISO MP Action Required:
1. Register Generation and/or Load in the MISO Commercial Model
2. Last Opportunity to become an MP for December 2013 Integration
3. Finalize TSRs - complete all Specification Sheets, develop long-term Pt
to Pt and NITS TSR conversions, Convert ETR TSRs to reflect
appropriate pricing zones, agent relationships, etc.
6/1/13
ETR customers using agent MPs for B-1 have all ETR TSRs transferred
under the MISO MP (agent)
6/1/13
MISO and ITCMS OASIS systems begin accepting TSRs for 7/1/13 under
new process (Training and Dry Runs Complete)
6/3/13
Provide converted Point-to-Point and NITS TSR's Listings to FTR Group for
Market Integration
6/13/13
Any TSRs assigned to owners who are not MISO registered MPs
are terminated with a stop time of 7/1/2013 (ITC integration date)
Registration Timeline
Transmission Service
Registration
36
Registration Timeline for MPs with Entergy Transmission System TSRs (3 of 3)…
Date
Action
8/28/13 –
10/7/13
OASIS Training with new MP on MISO Business Rules
11/1/13
Populate TSRs (including NITS contracts and GFAs) in OASIS (All)
11/1/13 –
12/1/13
Migrate short-term PtP and NITS TSRs to MISO OASIS
11/19/13
TSRs populated in OASIS (including NITS contracts and GFAs)
11/19/13
MISO OASIS begins accepting all market footprint TSRs for 12/19/13 and
beyond
Transmission Service
Registration
Appendix: ITC
ITC Appendix
37
Appendix: ITC
Transmission Service
Registration
ITC Overview: Stages…
Stage 1
ITC in the process of purchasing
Entergy’s transmission assets
Entergy’s transmission will come
under MISO’s functional control
Stage 2
Entergy and associated entities
will join the MISO market and
move into MISO BA.
Entergy is not part of MISO
Balancing Authority (BA)
Anticipated December 19, 2013
Target date is July 1, 2013
38
Appendix: ITC
Transmission Service
Registration
39
ITC Overview: Stage 1…
MISO / Entergy / ITC / Customers determine proper
conversions of existing TSRs and removing pancaking
OASIS rules for requests beyond transition date go
into effect 1 month before transition date
No need to complete MISO agreement /
specification sheet for each existing service
Must complete MISO transmission service agreements
for future MISO transactions
Appendix: ITC
Transmission Service
Registration
ITC Overview: OASIS Setup in Stage 1…
Two OASIS Nodes:
• MISO Midwest OASIS node
• MISO Southern Region OASIS node (similar
to today’s Entergy OASIS)
Transmission Customers
only submit one TSR
for service crossing the
MISO BA / Entergy BA border
40
Appendix: ITC
Transmission Service
Registration
ITC Overview: Stage 2…
Entities join MISO as Market Participant, Local
Balancing Authority, or Transmission Owner
Migration to single MISO OASIS node
One-time reservation conversion
41

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