RIMS Transmission Module Training Manual
Contents
1. 2014 Market Applications Market Participant Portal CLAISO com Meteri ng ne Operational Meter ee OMAR Analysis amp Reporting OASIS fai Open Access Same Time oie OASIS i Information Sy Fadi Hi through Trac cm OASIS History aia wars LAC Link to RIMS Transmission and Apps amp Studies Modules ination Outage Coorc Scheduling amp Logging _ z SLIC for ISO of California Fa Master File fer RIMS Resour Interconnection i mE Renewables amp Demand Response DRS 6J PIRP Cemand Response System Participating Intermittent Resource Program Settlements a MRI S Market Results Interface Set the ments Systems amp Resource Modeling Management System Reliability Requirements TEH RIMSG Resource Interconnection Caltonnia SO Interface for Resource Adequacy TR 4 RA Resource Acequacy Hep AM Av il biliby H n gernrernt Privacy Policy Terms of Use All Rights Reserved 2014 CAISO Mana Qertment System Genera then Transmission Registry 2 Navigate to Transmission Initial view after using your certificate with RIMS is shown below Note that the user name is in the upper right hand corner in this example it is GE Your certificate determines which modules are visible App and Study Transmission and or Generation To access the Transmission module click on either of two Transmission li2. s m gt May 10 2014 All Rights Reserved 2014 CAISO 28 Note the title block indicates the name of the report family the dropdown box shows a choice of 3 reports the date range needs to be selected on the right and to run the report click on the View Report button F California ISO S aciso 3 Adhoc Transmission Reports hae EF Documents Select Report Parameter Type F H E Personal Project Information N j BG RIMS Project Information al Phase Information between now and O n number of days View Report TOC First Prev Next Last Goto Page 1 Ef 1009 w Search Download Excel Print Enter paramater if desired and press the View Report button May 10 2014 All Rights Reserved 2014 CAISO 29 11 Transmission Module Conclusion For individual questions application problems or training related issues feel free to contact Ron Olsen __TransmissionImplementation caiso com May 10 2014 All Rights Reserved 2014 CAISO 30
3. then clicking on the Edit button at the bottom of the window e Note that editing any of the fields will change the same fields in all projects that have this contact this includes the first and last names of the contact Transmission Resource Summary Back to Transmission Projects Contact x F ES Fh cA m T E Pes sae Contact Administration Project Project Name FOLSOM 230kV Substatic 2earch Utility Project Manager Contacts Contact Utility Fl F Hity Fianning Representat pe ener eana Barbara Madrid view edit Title Crganization Company Name Street Addres City state Zip Code Phone Murmber Extension Cell Number Email Address pou AAEN Edit existing contact FGE PFGE Mew Edit Apply Remove Contact Project Details n Apply visible contact to 4 au FOGOM selected cell j Initiates a blank j Removes the selected May 10 2014 iatesablank All Rights Reserved 2014 CAISO a a 16 list entering a new contact 5 OPTING OUT OF AUTOMATIC E MAIL NOTICES amp CHECK SHEETS ISO Only ISO user groups can Opt Out of receiving e mail notices associated with a specific project The Opt Out feature also sets all phase check sheets to NA and should only be used for projects not related to the group The following example is for the OE group Note that when the person successfully opted out that the default went to Opt In Selecting opt in reactivates the e mail notices
4. ISO administrator Please contact Jim McHan at extension 5815 if you receive this message Failed to create project There are no Primary Contacts for this utility Please contact ISO administrator ri Failed to create project Project Project Name Project ID 0 Project Status Utility Project Status Utility Name ABC 115kV Substation M COVXO1 Planning City of Vernon Project Details Location Capacity Increase MW Plan Cost MM Planned Original Cost MM confidential Los Angeles County NA 50 Est Operational Date Utility Est Operational Date Actual Operational Date Utility Project Code 05 31 2012 SCADA Visibility SCADA Visibility Date MDAS Connection Date we Project Description New City of Vernon ABC 115kW Substation Purpose amp Benefit Expansion Miscellaneous EMS Display Name Data Acquisition Method Inter Intra Tie g RAS Related Project CPUC Report Market Model Impact Only Operating Procedure a Approval Utility Approval 0 Approval CPUC Approval Approval Date Approval Date Approval Date May 10 2014 All Rights Reserved 2014 CAISO 9 4 Selecting changing adding a contact the Copy Contacts link will show after the successful saving of a new project If you have created a project for this same utility in the past the Copy Contacts will list that project and you can copy the same contacts into the current project Project created Project Project Nam
5. but does not reset all of the NAs from the check lists Resource Summary Project Project Name ABC 115kW Substation M Contacts Copy Contacts Utility Planning Representative Predefined Person wiew edit BSO Network Applications Engineer Met Apps Opt Out wiew edit sO Real Time Operations Opt Gut wiew edit SO OST Engineer Opt Out wiew edit Froject Details Location Los Angeles County May 10 2014 Projgect ID COWYXOI Utility Preojgect Manager wiew edit SO Operations Engineer Jim Alford Opt In T Opted out of all phases whew edit 5O Operations Data Compliance Metering Cpt Out wiew edit Capacity Increase MIW IO Project Status Planning wt Utility Project Status Planning 5O Project Manager Jim hicHan Opt Out wiew edit iO EMS Engineer EMS IT EMS IT Oot Out wiew edit 5O Operations Data Compliance Telemetry Opt Gut wiew edit Plan Cost MM NA All Rights Reserved 2014 CAISO Utility Mame WAFA SO Grid Assets Engineer Grid Assets Opt Out whew edit SO Outage Management Gene Quintana Opt Out wiew edit 0 Planning Engineer Opt Out wiew edit Planned Original Cost MM confidential 17 6 Adding equipment ratings e Any project which increases the existing capacity must list the equipment responsible for that increased capacity rating by
6. can export your filter results to an Excel spread sheet or PDF report by clicking on the corresponding icon located in the upper left hand corner of the transmission projects screen Apply Filter Eig da Reset Grid Project Name Project Utility ID Project Status 00 TEN TESTOO2 TRNO02 RCXO1 Roseville Sub new 230kV Substation Go to Page Iso Utility Utility Est Est ISO PM Utility PM ISO OE Project Name Operational Date Operational Date Status CRO Planning CRO i ct Man l Today Planning CRO zt Mana Last 7 days Month to date Year to date The previous Month a e Page I a ial Specific Date All Dates Before re All Dates After All Rights Reserved 2014 CAISO 6 May 10 2014 3 Adding a new Transmission Project e To add anew project click on the New Transmission Project name in the upper left hand corner of the above summary screen to get the following screen example e Note that the user can only populate the fields that are faded and the fields that are required before it can be saved have an after the field name e The user of the following screen failed to complete all of the required fields before saving as noted by the red outlined fields with the 2 upper left hand notes explaining what is missing e All entrees since the last successful save will be lost if the user exits this screen clicks on either the refresh reset or back buttons doesn t waiting until the success
7. California ISO Shaping a Renewed Future Resource Interconnection Management System RIMS Transmission Training Manual April 1 2014 All Rights Reserved 2014 CAISO 5 California ISO Your Link to Power Transmission Training Contents Launching to the Market Participant Homepage Navigate to Transmission Adding a new project selecting changing adding a contact Opting out of auto emails amp check sheets ISO Adding equipment ratings Approval status Project Phases Navigation within RIMS Reports Conclusion aa Oe SS SS May 10 2014 All Rights Reserved 2014 CAISO 1 Launching the Market Participant Homepage Type the following URL into the address field of Internet Explorer https portal caiso com since this is a secure site you will need to have a valid ISO certificate loaded on your computer first If the certificate is valid you will see the following screen You can also go directly to RIMS using the link hitos portal caiso com rims a California ISO Shaping o Renewed Future Application Access O am ACCESS and Identity Management Inguiries amp Disputes ee CIDI Customer Inquiry Dispute and Information Market amp Operations CAS Market Results Interface CMRI u CRR a SIBR we SIBR Reports Congestion Revenue Rights Scheduling Infrastructure amp Business Rules E 2007 2014 California ISO All Rights Reserved May 10
8. City Zip Code Extension Fax Mumber Location PSE PGE FOLSOM Pew Edit Is Es LIne inal Date SCADA Wisibility Date L Barbara Sr Project Manager GE Arniwvhere 12345 Save Apply Reset New Folsom 230 kY substation All Rights Reserved 2014 CAISO Last Mame Organization Street Addres State Phone Number Cell Nuriber Email Address Madrid 123 First Street California Mi 1234558033 chedford58O 4 caiso entia 11 Selecting a contact The contact administration search field is very flexible it will bring back all contacts with any field that has any whole portion of what is entered in the field In the following example test was entered into the search and It brought up all contacts with the word test shown in any field Click on the desired contact s name and then click on the Apply button to transfer it to the contact field on the summary page This is the field used to Know where the automatic notification e mails will be sent May 10 2014 All Rights Reserved 2014 CAISO 12 selecting a contact example T https ftweb1 ete wepex net 4443 Resource Interconnection Manage ec fa gt lt a https ftweb1 ete wepex net 4443 Resource Interconnection Manage PIE Contact Administration Transmiss
9. clicking on the add button shown below e Note that when the add button is selected it allows the user to select the following types of equipment Lines Transformer Shunt Compensator Series Compensator e Show the highest continuous rating capacities in MVA e Multiple pieces of equipment can be added by clicking Add multiple times May 10 2014 All Rights Reserved 2014 CAISO 18 Adding equipment ratings example Major Equipment Types and Ratings Transformer Add Lines Series Compensator Shunt Compensator Transformer MVA Rating Winter Voltage Rating High kV Voltage Rating Low kV 450 0 115 0 69 0 mating Summer Miscellaneou 5 EMS Display Name Data Acquisition Method Inter Intra Tie RAS Related Project CPUC Report z Market Model Impact Only Operating Procedure E Approval Utility Approval ISO Approval CPUC Approval Approval Date Approval Date Approval Date Activities awe May 10 2014 All Rights Reserved 2014 CAISO 19 7 Approval Status The last two fields that should be filled in on this screen are Utility Approval and CPUC Approval as shown below The ISO Planning Engineer should fill out the ISO Approval field These are a yes or no fields with associated calendars below each These should be updated as the status changes Note that the Planned Original Cost MM value can only be changed by the project manager after the cr
10. e Project ID 80 Project Status Utility Project Status Utility Name ABC 115k Substation COVXOI WAPA Contacts d Copy Contacts Utility Flanning Rep Predefined Person SElect project to copy contacts from wiew edit There will be a list of past projects here if you previously created a new project and populated the contact list As you select each the G Wn iien previously selected contacts will show If you want to copy these prameer over to the current project select apply contacts You can modify Opi Dai any of these as demonstrated in the next slide whew edit ISO Real Time Ope Opt Out wiew edit 50O OST Engineer Opt Cut wiew edit Project Details Location Capacity Increase MW Plan Cost MM Planned Original Cost SMM Los Angeles County NA confidential May 10 2014 All Rights Reserved 2014 CAISO 10 To select a contact click on View Edit Contact link this brings up the contact administration window shown below Back to Transmission Projects Project Project Mame FOLSOM 230k Substatic Contacts Utility Planning Representa Barbara Madrid wiew edit Project Details Resource Summary Phases Project Description May 10 2014 Contact x Contact Administration Utility Project Manager Search Contact First Ware Tithe Company Name
11. eation of a project Approval Approval CFUC Ap proval s w Date Approval Date E E E May 10 2014 All Rights Reserved 2014 CAISO 20 Date indication e Clicking on the calendar icon to the right of the date field brings up a calendar that can be used for selecting a date or the date can be typed into the field or any character can be changed in an existing date or it can be pasted In Wes Oe CPUC Report Validation Error x Dates must be in the format bibl fd inn Approval Utility ApproyA l ApprayAl Date son S Actrities May 10 2014 All Rights Reserved 2014 CAISO 21 8 Project Phases e Every project needs to have at least one phase The phase information should be filled out by the originator of the project Additional phases are required if the project involves energizing new revised equipment at different time intervals e There is no limit on the number of phases that can be added e This screen is used to communicate with all involved groups when the model screens procedure need to be modified and what items are involved e To edit a phase click on the Edit link below the Phase number May 10 2014 All Rights Reserved 2014 CAISO 22 Project phase example Resource Summary Phases J Re order Phases enter all outage requests numbers associated with Fill this information in for projects caused by the Phase 1 interconnection of Edit new uprated g
12. enerators Project Management T Phase ID Description 166 characters left SLIC s 1 r Add new 115 69 kV og Add d transformer BK4 Queue i Cluster ID 6 78 C4 Operational Utility Phase Code reserved by utility use Start Date End Date f TE Estimate completion of this phase must be filled in E 05 31 2011 ai in order for status reports to work correctly Choose Impacted Sub Wations Impacted Sub Stations Always fill this in and change to Yes when phase is complete Net Apps Evaluation Documents Add or view all single line diagrams and project details here Net Model Status Model Impact Assessment One Line Date DENA Complete m Simplified Cleanup DB Number E E May 10 2014 All Rights Reserved 2014 CAISO 23 Simplified PSLF Change SCADA Finish DB Number Save Phase Controls Add Phase May 10 2014 Phase example cont Cleanup DB Number x PSLF CR Number SCADA DBE Number DCR DCR Number Click here to add another phase to this project All Rights Reserved 2014 CAISO 24 9 Navigating from the Transmission Summary Screen When you are finished with the Transmission Summary screen and have successfully saved all changes you can navigate to several locations as demonstrated on the next slide May 10 2014 All Rights Reserved 2014 CAISO 25 Takes the user to Navigating back example RIMS Heme fipp and Study Tranemission Generation Ho
13. fully been saved message is displayed May 10 2014 All Rights Reserved 2014 CAISO Failed to create project Failed to create project Proje Project Name Project ID ISO Project Status Utility Project Status Utility Name ABC 115kW Substation M COVXO1 City of Vernon Froject Details Location Capacity Increase MW Plan Cost MM Planned Original Cost MM confidential O Est Operational Date Utility Est Operational Date Actual Operational Date Utility Project Code 05 31 2012 d SS SS SCADA Visibility SCADA Visibility Date MDAS Connection Date 50O Meter Inst Date Pe O B m Project Description Purpose amp Benefit Miscellaneous EMS Display Name Data Acquisition Method Inter Intra Tie RAS Related Project CPUC Report g iS Ss Market Model Impact Only Operating Procedure Pe Approva Utility Approval 80 Approval CPUC Approval Approval Date Approval Date Approval Date Activities Failed to create project May 10 2014 All Rights Reserved 2014 CAISO 8 When the application has finished saving the new entrees it shows the message Failed to create project above the project name field plus the note There are no Primary Contacts for this utility Please contact ISO administrator The application auto populates the Utility Contact and the ISO Project Manager Contact upon successfully saving You will receive this message if either one of these has not been defined by the
14. ion Utility Contact Search for Contact SE O ST Utility contact 34567 7 BUNnQiacalsa com GE OLG TES hatilit y Rep Cont Fa fara bs eu rs es a a Oa dleungeecaiso cam test test 12323123 12435123 Gtest com City State Zip Code Phone Number Anminan Ext Mew Edit SAVE cod aa he Reset May 10 2014 All Rights Reserved 2014 CAISO 13 Adding a new contact e f the desired contact is not shown in the drop down list you can add a new user by clicking on the New button at the bottom of the window and filling out the new contact information e The fields ending with an are required if save is selected before they are all filled in the required fields are marked in red and have the phrase value is required as shown below e When the required fields are filled in another save will send it to the summary screen and permanently add it to the contact list May 10 2014 All Rights Reserved 2014 CAISO 14 Adding a new contact example Contact Administration Utility Project Manager T Failed to sawe contact d email cannot be blank T phone cannot be null Search Contact 7 First Mame ieee isco hene e Title rganization GE Company Mame Street Addres ji A a eae SS _ ily Extension Cell Number Sear a ae I O May 10 2014 All Rights Reserved 2014 CAISO 15 Editing a contact e Contact information can also be edited by selecting the desired contact and
15. lp Tisk ome TEMP TOPgs s Resource Interconnection Management System D akes the user NE back to the list of Link to user manual Search for all project names Transmission Resource Summary E that contain this phrase projects Resource Summary Phases Project Project Mareg Projet ID Linlity Propece Stanis FOLSOM 230k Subp CE2 33 Piarnirg ter m TAA Uehps Flanna Kepresentatere Leakey Project Manager j Pall ft Barbars Madad BEF Hart A Chowdhury ye ei wew feds Project Derails Location FOLSOM Capacity lnioease Min Fian Cost Shi HA Arma Cost SMM foonfidertah May 10 2014 All Rights Reserved 2014 CAISO 26 10 Reports amp substation name editing can be accessed from the dashboard screen as shown below To add new substation to the drop down list RIMS Home App and Study Transmission Generation Help Welcome TRIMSPTOPge Resource Interconnection Management System a _ a Launches user to the i New Transmission Project Bf Sub Station Administration AE report screen Transmission Projects Project Name Project ID Utility Project Utility Name Utility Est O ISO Est Ope ISO Project Mane Utility PM O6 Gat Sub Install Ne Delete Operational GE 04 01 2009 04901009 Loretta Barnard Karena al 2d FF Co
16. nks RIMS Home e App and Study e Transmission e Generation Resource Interconnection Management System RIMS Project Dashboard App and Study Transmission Generation May 10 2014 All Rights Reserved 2014 CAISO 4 since this example is logged in as a ISO representative the screen shows all project summaries Any of the columns can be sorted by clicking on the desired column header or you can enter a word in the cell below the header and click on filter at the bottom of the screen The example below shows a filter of CRO being added in the Utility Name field and clicking on the Apply Filter button therefore only projects at CRO are shown The next example shows another filter options An existing project can be accessed by double clicking on its blue project name Transmission Projects Baal For Reset Grid Apply Filter p Project Name Project Utility I50 Utility Utility Est ISO Est ISO PM Utility PM ISO OE ID Project Project Name Yperational Date Operational Date Status Status CRO S 00 TRN TESTOO2 TRNO0Z Flanning CRO 10 04 2026 IS0_ Project Mana Roseville Sub new 230kV Substation RCX01 Planning CRO 04 30 2011 IS0_ Project Mana Go to Page Page 1 of 1 50 View 1 2 of May 10 2014 All Rights Reserved 2014 CAISO 5 Clicking on a date field filter gives the following date range dropdown menu Select the Date Range to see just projects at this utility for a specific date range Note that you
17. nstruction GE 12 11 2009 Loretta Barnard MarkTestingS145 ricl dh kKittrick Sub Inst H572 Construction LE 10 01 2009 10 01 2009 Loretta Barnard Karena 4h sierra Brown b435 Gperational GE 0601 2009 karena 46 Corcor Sub Replad ABAO Operational GE 04222009 11202009 MArkJR BUCK Karena J 461 7 Sierra Forest bo 1 17 Permitting GE 0A320177 07012009 Al Chowdhury LMG Barnard bla Fres Alrways B303123 17a Permitting E 07716 2016 06 01 2017 LGB Barnard MArkTest Loretta 68 Henriet Sub 5656 Operational GE 03 11 2006 Karena a standard Sub T1020 Planning GE 05 01 2010 05 01 2010 Loretta Barnard GE PM GROUP PT E fl a A Toggle Clear Page mirjam pow View 1 10 of 729 May 10 2014 All Rights Reserved 2014 CAISO 27 After clicking on Reports you will also need to click OK when the certificate window comes up after which the following window is shown Note that there are up to 6 types of reports that can be run but these are limited to 2 types for users outside the ISO lt 4 https portal caiso com Active Portal Documents view Microsoft Internet Explorer Seles S California IO S aciso Documents E E Personal Sif RIMS GS Transmission Ca Rms 10s Reports You Can Run Adhoc Transmission Reports CPUC Transmission Report Project Status Report Projects Without One Lines Transmission Projects with No Net Model Impact Transmission Projects
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