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CAISO SIBR System Coordinator User Guide

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1. Page 160 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future RTM SIBR Trade Status Flow rade Creatior Created Trade gt l Consent I ond Modified Cond Valid Trade Matched Trade Vv P Conditionally ma IT Veit Modified PIT Trade Submitted Trade Consent J fp A Conditionally Valid A oni Rejected Trade PIT Trade N F Consent Accepted Trade Consent w gt p Unmatched Trade q F Consent _ Matched Trade gt Consent y Valid Trade Modified Trade Conditionally Invalid A PIT Trade latched Unmatched a Cond Invalid Trade Valid CFT Trade Invalid Trade v Pre Market Obsolete Trade Cancelled Trade Validation Consent Consent Post Market Market Closure a Processing Before Market Close Page 161 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future This Page Left Blank Page 162
2. Market Day Ahead E Scheduling Coordinator sc E _ Trade Type Inter SC Trades EJ Refresh Interval secs 10 Product Type PHY Energy CA Location aLamir_7_uviT MO Monday August 7 2006 From s J _ To wem GJ _ Tradename at O Refresh 06 07 06 iit Display Mode ALL iv Hour 7 bs 4 Wa WF I Favorites Select one EJ Adi to Portfolio Cancel Trade s ANGA Hourly Trade Detail a HR Soe ser aes Spiral poi oa een Trade Name Trade Type Depend on Trade aoe ting Trade Status Subn E deete 065 PHY Energy S L WEMT ALAMIT_7_UNIT6 400 trade Inter SC Trades ELSEGN_7_UNIT_3 SEL Created E delete PHYEnergy SCEL WEMT ALAMIT_7_UNIT6 s00 trade Inter SC Trades ELSEGN_7_UNIT_3 s r Created E deleta 08 PHYEnergy SCEL WEMT ALAMIT_7_UNIT 6 600 tredet Inter SC Trades ELSEGN_7_UNIT_3 SCEL Crested 2 The trade has now been submitted to the market and will be subjected to the market rules The submitted trade may now be viewed from the Trades Summary page There the user can monitor the trade status and view other trades fitting the summary display criteria Page 75 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Rejected Trades Rejected trade in Trade Summary display amp 2 9 2 4 Trade Summary 0 Total Total o ire eee Her Submitted Counter Trade Name Depend on Trade Trade Type ae oS PHY Energy SKEI W
3. Minimum Pump to Pump Down Time The minimum duration that a PSH must stay Offline between pumping operations Minimum Resource Down Time The minimum duration that a Generating Resource must stay Offline State after a Shut Down from any Online Generating Resources State This is equivalent to a Minimum Up Time for the Offline Generating Resource State Minimum Resource Up Time The minimum duration that a Generating Resource must stay Online in any Online Generating Resource State including State Transitions between Online Generating Resource States This is equivalent to a Minimum Down Time for the Offline Generating Resource State Minimum State Group Down Time The minimum duration that a Generating Resource must stay off from a given Online Generating Resource State Group after a State Transition from a State in that Group onto another State including the Offline Generating Resource State not in that Group Minimum State Group Up Time The minimum duration that a Generating Resource must stay Online in a given Online Generating Resource State Group Minimum Stored Energy The minimum energy MWh that must remain ina LESR Minimum Up Time The minimum duration that a Generating Resource must stay Online in a given Online Generating Page 135 SIBR Scheduling Coordinator Users Guide Version 5 0 Date 11 4 2014 2 California ISO Shaping a Renewed Future
4. Internet PHY Energy SCE1 PHY Energy SEL WEMT ELSEGN_7_UNIT60 WEMT ELSEGN_7_UNIT60 lunchtime Inter 5C Trades Inter 5C Trades Page 76 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 5 Advanced Submit Uploading Bids SIBR offers Bid and Trade Upload functionality to import collections of bids or trades from xml files Customer gets the xml files from somewhere Must be logged in to the SIBR system 1 Navigate to the Advanced Submit page by clicking on the Advanced Submit tab on the SIBR menu 2 Select Upload Bids from the sub menu Figure 30 SIBR Bid Upload Screen CE Upload Bids User Name SC_SCE1 mao Bowe AGDE Uploaded Bid s Error Listing xi Page 77 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 3 Click the browse button to bring up the file selection screen 4 Figure 31 5 Locate and select the desired xml file 6 Figure 31 7 Click Open You will see the selected file in the Upload field 8 Click on the Upload button to import the trades into SIBR 9 When the file has been uploaded a list of imported bids will be displayed along with any corresponding errors that occurred during the import process Figure 33 Figure 31 SIBR Bid Upload Browse for File Day Ahead Bids
5. Base Regulation Up Schedule The hourly Regulation Up Schedule of an EIM Resource outside of EIM it is ignored in the DAM and the RTM and provided only for information and future functionality Base Schedule The hourly Energy or Ancillary Service Schedule of an EIM Resource that predates the EIM Base Schedule Coordinator A Market participant authorized by the ISO to submit Base Schedules for an EIM Resource Base Schedule Period The time period for which a Base Schedule applies Base Spinning Reserve Schedule The hourly Spinning Reserve Schedule of an EIM Resource outside of EIM it is ignored in the DAM and the RTM and provided only for information and future functionality Best Operating Reserve Ramp Rate The Operating Reserve Ramp Rate of a Generating Resource under best operating conditions Best Operational Ramp Rate Curve The Operational Ramp Rate Curve of a Generating Resource under best operating conditions Best Regulating Ramp Rate The Regulating Ramp Rate of a Generating Resource under best operating conditions Bid An offer for the supply or demand of a Commodity in a Market Page 112 Date 11 4 2014 amp gt California ISO wy Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Bid Component A section of a Bid that contains information used in Market activities Bid Content The determina
6. Upload Bids User Name 5C_SCE1 Je Documents and Settings mmiller My Documet _ Browse Ls GOD W uploaded Bid s Error Listing Page 78 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 33 SIBR Bid Upload Successful Import mmr EE trades __Particics Upload Bids i Be 2S 2 Uploaded Bids Error Listing The imported Bids are now in the SIBR Bid system Open the display pertaining to the imported Bids with the corresponding date range to confirm the Bid import and or make changes to imported bids Figure 32 SIBR Bid Upload Review Imported Bids Market Day Ahead Refresh Interval secs 1 5 Scheduling Coordinator ncra _ Friday March 2 2007 Resource Gener x m o osoz07 EA Display Mode au Page 79 S California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Uploading Trades SIBR offers Bid Upload functionality to import collections of trades from xml files The Bid upload process is described below 2 3 1 Howto Upload Trades 1 Log in to the SIBR system 2 Navigate to the Advanced Submit page by clicking on the Advanced Submit tab on the SIBR menu 3 Select Upload Trades from the sub menu 4 Click the browse button to bring up the file selection screen 5
7. ANM MOUP T UC 02 SIEMENS AG 2001 2004 Figure 10 Basic Display Components Refresh F Interval secs Scheduling Coordinator AHM v v Resource AL Al Display Mode ALl m 05 07 13 15 58 05 07 13 15 58 05 07 13 15 58 05 07 33 15 58 05 07 13 15 58 05 07 13 15 58 05 07 13 15 58 05 07 13 15 58 05 07 13 15 58 CLOSED MF Inserted CLOSED MF Inserted CLOSED MF Inserted CLOSED MF Inserted CLOSED MF Inserted CLOSED MF Inserted CLOSED Modified CLOSED MF Inserted CLOSED MF Inserted 05 07 13 15 58 CLOSED MF Inserted O MBES COs vad Page 29 05 09 13093630 X 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 2 2 1 Filter Pane Filters in the Filter Pane allow the user to customize or select what is shown on the display The SIBR Ul employs a small number of filter types these are described in the following paragraphs Simple Pull Down or Figure 11 illustrates a pull down list filter These are known by other Select List Filter names including select filter and select list This type of filter is quite common and is probably familiar to most users Figure 11 Pull Down Select List 1 Resource Generator Using a filter like the example shown in Figure 11 the user can select from a list of Resource Types Clicking on the arrow at the right side of the box exposes a list as illustrated in
8. Figure 5 Day Ahead Processing After Master File Update Starting with a bid Temporarily that has passed Valid Bid previous validation steps Fail z the bid may be P oe modified by the odification system Pass to produce a Valid aes v Bid or a Modified Bid Valid Bid Modified Bid Re Submit Cancel Bid Bid Market Close Clean Bid As the illustration shows this process is quite similar to the processing step that occurs before Master File update Again the system can either Accept the bid as is Modify the bid This time the bid is given a new title either MF Inserted Valid Bid or Modified Bid any reference to conditional is gone as the bid has now been processed with the Master File data that will be in use on the day for which the bid applies As in the prior case the SC can view the bid As before the SC may Page 17 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Real Time Market Bids Generated Bids 1 2 1 2 Trades 1 2 2 Practice Re submit the bid in which case all validation steps and other bid processing are repeated Cancel the bid Allow the bid to stand As in all previous processing if the operator re submits or cancels the bid it is retained in the system database but will not be processed further It may however be viewed by
9. Market Real Time Refresh Interval secs 10 Scheduling Coordinator ZISO v Tuesday November 04 2014 Resource All o wu nays EA Display Mode ALL Hou ALL a x 4 Wo Wir EES RTM Bid Summary HR delete XI C SIEMENS AG 2001 2004 Display Layout We ve touched previously on general aspects of display layout To review all SIBR Bid Management displays have the same basic layout as illustrated in Figure 7 Page 24 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 2 1 Application Specific Menu The SIBR application menu shown in Page 25 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 8 contains the following items Day Ahead RealTime Trades Advanced Submit Portfolios Ind Viewer Convergence Bids OTC Viewer Energy Forecast Reporting Not available as of this posting Page 26 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 8 SIBR Application Menu Selection Tab a ji A SSIBR3 RTM Bid Summary 7624 Day Ahead Bids Adv Submit Convergence Bids Energy Forecast Menu Navigation Previous Figure 9 Navigation Toolbar Page Next Page Stop Page Refresh Print Loading Page Page
10. Scheduling Coordinator Users Guide both DAM and RTM Energy Trade A Trade of Energy Energy Type An Identifier of the type of Energy from an Inter Tie Resource as it pertains to Ancillary Service Requirements Wheeling or Dynamic Interchange Error The Credit Indicator of a Virtual Resource Bid that CTS failed to process ETC Chain A combination of individual ETCs used in sequence ETC Entitlement The hourly use limit of a ETC ETC Link A ETC that is not a ETC Chain ETC Pumping Self Schedule A Pumping Self Schedule associated with an ETC ETC Pumping Self Schedule Bid Component A Bid Component for a ETC Pumping Self Schedule ETC Pumping Self Schedule Quantity The Energy Bid Quantity for an ETC Pumping Self Schedule ETC Reference A unique identifier of an ETC ETC Self Schedule A Self Schedule associated with an ETC ETC Self Schedule Bid Component A Bid Component for an ETC Self Schedule ETC Self Schedule Quantity The Energy Bid Quantity for an ETC Self Schedule ETCC Cutoff Time A configurable parameter used for setting the time of day to trigger OTC Entitlement validation for applicable bids when ETCC data is received similar to Market Close Time Existing Transmission Contract An agreement currently in effect between a Participating Transmission Owner and another party that was executed on or before July 9 1996 wh
11. A financially binding outcome of a Market that determines the Commitment Status or Operating Level of a Resource at a specific time within the Market Horizon of that Market Integrated Forward Market A Day Ahead Market application for committing Resources and optimally scheduling Energy and Ancillary Services Inter Tie A Branch Group that inter connects two BAAS from a BAA to another BAA Inter Tie Corridor A collection of Inter Tie Scheduling Points where an Energy AS scheduling limit is enforced Inter Tie Generating Resource A Generating Resource at an Inter Tie Scheduling Point Inter Tie Resource An Import Resource or an Export Resource at an Inter Tie Scheduling Point it is either a Registered Inter Tie Resource or an Inter Tie Transaction Inter Tie Resource Ancillary Service Bid Component An Inter Tie Resource Bid Component for Ancillary Services Inter Tie Resource Ancillary Service Self Provision Bid Component An Inter Tie Resource Bid Component for Ancillary Service Self Provision Inter Tie Resource Bid A Bid for an Inter Tie Resource Inter Tie Resource Bid Component A Bid Component of an Inter Tie Resource Bid Page 126 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Inter Tie Resource Energy Bid Component An Inter Tie Resource Bid Compone
12. AS RMT TOR TOR BAS LOF LFI Figure 42 Select Portfolio and name Portfolio Sheet Page 85 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future lo Weekend Portfolio Sheet Name weekend Generation Bids N Figure 43 Portfolio Sheet is now visible in Sheet Listing Real Time Bids Trades Adv Submit Portfolios Bid Portfolio Weekend Portfolio Scheduling Coordinator 5C_SCE1 2 BDF Bid portfotio Listing 6 3 Submitting Bids From Portfolio Displays There are two ways to submit bids from portfolios e Submit entire portfolio that includes all sheets saved in the Submitting bids portfolio see steps 10 13 from Portfolios e Submit only individual sheets or individual bids within a sheet in a portfolio See steps 14 19 Page 86 S Cali fornia ISO SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 10 Select Portfolio Tab and Select Manage Bids from sub menu 11 Click on portfolio name you would like to use Portfolio Sheets will become visible Figure 44 12 Select Use Portfolio to copy all bids from all sheets into the portfolio to the summary screen Figure 45 To automatically submit portfolio without viewing its contents select Submit Portfolio button Figure 45 13 All bids from all sheets in the portfolio will appear in the summary
13. Right Indicator A registered indicator for each TOR or ETC that indicates the contractual rights of that TOR or ETC in the DAM or RTM physical financial both or none RLC Curve The On Peak Off Peak Energy Bid Curve received from RLC Potomac and used to generate an Energy Bid Curve for an Import RA Resource RMR Resource A Resource with a RMR contract RMR Schedule The portion of the RUC Schedule identified as RMR Page 147 amp gt California ISO wy Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide RMT Reference A unique identifier of a RMT RMT Self Schedule A Self Schedule associated with a RMT RMT Self Schedule Quantity The Energy Bid Quantity for a RMT Self Schedule RUC Award An Award for scheduled RUC Capacity RUC Bid Ceiling The maximum price allowed for RUC Capacity in a Generating Resource RUC Bid Component RUC Bid Component A Generating Resource Bid Component for RUC Capacity RUC Bid Floor The minimum price allowed for RUC Capacity in a Generating Resource RUC Bid Component RUC Capacity The Capacity of a Generating Resource above its Minimum Load or its Day Ahead Schedule which is bid in RUC to meet Demand in the RTM RUC Generating Resource State The Generating Resource State that is associated with the RUC Schedule RUC Price The price in a Generating
14. Figure 56 10 Select check box for intervals and then Submit EF This will submit VER Figure 57 Figure 55 Example EF Create information displayed Wednesday November 5 2014 11 05 14 undo Create eee eee etme eae XI Page 97 Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide gt California ISO Shaping a Renewed Future Figure 56 Example EF MW information displayed Submit EF s Cancel EF s 38GB Energy Forecast delete Resource Energy Type Time Start Mw Status Submitted delete VER 11 05 14 09 55 2 000 Created a E delete VER 11 05 14 10 00 2 000 Created E delete VER 11 05 14 10 05 2 000 Created E deete VER 11 05 14 10 10 2 000 Created aa E delete VER 11 05 14 10 15 2 000 Created E deete VER 11 05 14 10 20 2 000 Created delete VER 11 05 14 10 25 2 000 Created E delete VER 11 05 14 10 30 2 000 Created delete VER 11 05 14 10 35 2 000 Created q E delete VER 11 05 14 10 40 2 000 Created 7 E delete VER 11 05 14 10 45 2 000 Created E delete VER 11 05 14 10 50 2 000 Created Figure 57 Example EF MW information displayed Submit EF s a EEIEIE EENE m VER 11 05 14 10 00 11 05 14 09 39 VER 11 05 14 10 05 2 000 Valid 11 05 14 09 39 VER 11 05 14 10 10 2 000 Valid 11 05 14 09 39 VER 11 05 14 10 15 2 000 Valid 11
15. Resource or MSG configuration Greenhouse Gas Start Up Cost A greenhouse gas emission cost adder to the Allowance Curve Proxy Start Up Cost Curve for a Generating Resource or startable MSG configuration Grid Management Charge Energy A grid management charge cost adder to each Cost Rate segment of the generated Energy Bid Curve for any Generating Resource or MSG configuration Grid Management Charge Minimum A per MW grid management charge cost adder to Load Cost Rate the Proxy Minimum Load Cost for any Generating Resource or MSG configuration Grid Management Charge Start Up A grid management charge cost adder to each Cost Adder segment of the Proxy Start Up Cost Curve for a Generating Resource or startable MSG configuration Grid Management Charge Start Up A volumetric grid management charge cost rate Cost Rate used to calculate the Grid Management Charge Start Up Cost Adder for any Generating Resource or MSG configuration History Day A Trading Day used to select the DAM Clean Bid as Source Bid for a Multi Period Bid when the Bid Fill Option is History By default the History Day is the last similar Trading Day if the Trading Day is Tuesday 6 14 the default History Day will be Tuesday 6 7 but the operator may choose any Trading Day within the past seven days Hourly Pre Dispatched Inter Tie An Inter Tie Generating Resource dispatched at Generating Resource the same Operating Level over
16. The gt gt and lt lt icons on the calendar may be used to navigate to the next and previous month The Today link at the bottom of the calendar selects today s date Figure 16 Date Picker 2 Market Day Ahead Page 33 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Checkboxes In cases where a filter choice has an ON OFF or YES NO answer a simple checkbox may be used in the filter pane Figure 17 Checkbox Refresh v Figure 17 illustrates such a filter in this case a switch that turns on off automatic screen refresh Applying Filters The filter pane has an Apply button that applies filters filters do not take 2 2 2 effect until the Apply button is clicked The button text will read Refresh and simply refresh the page until some filter choice is made After a filter choice is made the button text changes to Apply Clicking the button applies the filter causing the screen to repaint with the filtered data Apply Button Market Day Ahead Refresh Interval secs 15 Scheduling Coordinator SC_S5CE1 Resource Generator ELSEGN_ _UNIT 4 x E 01 18 04 j Display Mode iYAE NOTE Filters do not take effect until the Apply button is clicked Data Grid The most noticeable and largest component of most displays is the data grid for tabular displays the data grid occupies the majority of
17. bid The Rules Engine produces output that identifies any problem with a bid that will prevent that bid from being considered by the system That output is stored in the system database until the next time you log in At that time the system will be able to inform you of the status of your bid s and display any error messages and or notifications about whether and how a bid has been modified by the system Note that the final Rules Engine run is after market close At this point you receive the final status of your bid Yes You can change a bid at any time up to the market for the target period closes To modify a bid you use the same user interface screens that were used to create the bid Bring up the transaction page specify a resource and a bid period and the bid data will appear Modify it and click the submit button again to replace the original bid with the modified bid Basically the system remembers every bid that has ever been submitted When a modified bid is re submitted the original bid is marked so that it will not be considered for use However the SC who submitted it may view it Canceling a bid is similar in many ways to re submitting a bid The canceled bid is marked so that it is not considered for use No When you resubmit a bid for the same resource and market period it replaces the existing bid if there is one There is no need to cancel the existing bid first Page 105 24 California ISO Shap
18. screen under the selected date and are ready to submit Figure 46 Figure 44 Select Portfolio Real Time Bids Tr Bid Portfolio Weekend Portfolio Scheduling Coordinator SC_SCEL AWE Bid Portfolio Sheet Listing Figure 45 After Selecting Use Portfolio or Submit Portfolio select date click OK Page 87 California ISO ping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Submitting individual saved sheets in a portfolio Real Time Bids Trades Ady Submit Portfolios Portfolio Weekend Portfolio Scheduling Coordinator SC_SCE1 Start Date foxjosjor A End Date No End Date C End Date por EB Figure 46 All bids from portfolio appear in summary screen and are aot to submit Ady Submit Market Day Ahead Refresh Interval secs 10 Scheduling Coordinator ScE1 amp Saturday January 6 2007 Resource Generator fan a 7 oroejor E Display Mode fau a x Wa Ws sabres _ cercetate SBOQ Da Bid summary g n m ea Resource DANY EN Sio EIC EIC RMT TOR TOR BAS LOF RU RD SR NRO tru LD WHL Submite C dette ELSEGN 7 unre ad O ad add add ad add ad add add ad add ad add add aid add C Edet so add ad add add add add add add add add add add add add add add D Edet SCE NEL add ad add add add add add add add add add add add add add add r Bea asumus A 14 Select Portfolio Tab a
19. 11 FAQ Whenever a subject like user interface design is discussed there are almost always a lot of questions This chapter attempts to answer some of those questions We have attempted to categorize the questions under chapter headings 11 1 1 General Questions What is this Rules There are rules actually several hundred of them about what the Engine content of a bid must be in order for that bid to be considered by the system The Rules Engine is the system component that validates bids to ensure that they contain all the correct components that the values in those components are correct etc When Does the Rules When you submit a bid the system responds immediately to Engine Run acknowledge that the bid has been submitted The bid is stored in the database and queued for consideration by the Rules Engine The Rules Engine actually looks at each bid multiple times as is explained in Chapter 1 2 1 Briefly 5 Inthe Bid Content step the Rules Engine validates that all required contents of the bid are present 6 Inthe Bid Processing step the Rules Engine validates the bid for consideration in the target market period Depending upon when the bid is submitted relative to the target market period this step may be performed multiple times Depending upon agreements between the bidding vendor and CAISO the bid may be modified in this step 7 After market close for the target market period the Bid Processing
20. 2 2 Application Content Area A Scheduling coordinator will be concerned mostly with what is in the portion of Figure 7 labeled as Application Content Area For most Bid Management displays there are three basic components in the Application Content Area as illustrated in Figure 10 These are Filter Pane The filter pane is present on most SIBR displays It contains filters that allow the user to control the information displayed on the data grid portion of the display The filter pane is always at the upper edge of the Application Content Area Data Grid s Below the filter pane is at least one data grid Bid data are entered edited and viewed in the data grid Some displays may have additional data grids Page 27 SIBR Scheduling Version 5 0 E California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Message Bar This is at the very bottom of the Application Content Area It is used to advise the user of various events errors etc This area grows and shrinks vertically to accommodate the message s that need to be shown Page 28 S California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Filter Pane p Data Grid Message Pane grows and shrinks to accommodate content Market Day Ahead Thursday May 9 2013 w S j2 jz A m gt gt gt gt amp gt ANHM PP T UC 01 ANM MDINP T UC 01
21. 8080 Selem el x IV ANTLPE_2_OF BIGCRK_2_PROJCT T CHEYMN_2_UNIT 1 ELSEGN_7_UNIT 3 7 ELSEGN_ _UNIT 4 T SCEHOV_2_HOOVER ELSEGN_ _UNIT7O T ELSEGN_ _UNIT30 T ELSEGN_ _UNIT40 T ELSEGN_ _UNITSO 7 ELSEGN_ 7_UNIT6O Submit Cancel Bo f I internet To select multiple items the user clicks the checkbox es next to the desired item s and then clicks the Submit button Itis also possible to select all items in the list by clicking the Select All link on certain windows or to close the window without making any selection by clicking the Cancel button Date amp Date Time Another filter type allows the user to select a date or a date and a time Picker On the filter pane this filter looks like Figure 15 Figure 15 Date Picker 1 12722105 fal Commonly a default date is shown some logical date is chosen typically today s date or for bid entry screens the next possible date for which bids may be entered There are two ways to enter data into this type of filter Page 32 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 japing a Re Future 1 Click in the box and enter the data in the same format it is displayed e g for a date MM DD YY 2 Click on the calendar icon to the right of the box This exposes a calendar like that shown in Figure 16 Click on the desired date the window closes and the selected date appear in the box
22. Area Attaining Control Area PT Export Capacity Factor A configurable parameter used for Export Resource Self Schedule priority determination PT Generating Self Schedule A Self Schedule from a Price Taker NGR in generating mode PT Generating Self Schedule Bid Component A Bid Component for a PT Generating Self Schedule PT Generating Self Schedule Bid Quantity The Energy Bid Quantity for a PT Generating Self Schedule PT Load Self Schedule A Self Schedule from a Price Taker NGR in load mode PT Load Self Schedule Bid Component A Bid Component for a PT Load Self Schedule PT Load Self Schedule Bid Quantity The Energy Bid Quantity for a PT Load Self Schedule PT Pumping Self Schedule A Pumping Self Schedule from a Price Taker PT Pumping Self Schedule Bid Component A Bid Component for a PT Pumping Self Schedule PT Pumping Self Schedule Quantity The Energy Bid Quantity for a PT Pumping Self Schedule PT Self Schedule A Self Schedule from a Price Taker PT Self Schedule Bid Component A Bid Component for a PT Self Schedule PT Self Schedule Quantity The Energy Bid Quantity for a PT Self Schedule Pump A Resource that can only operate in pumping mode Pump Shut Down Cost The cost to shut down a Pumped Storage Hydro Unit in pumping mode or a Pump Pumped Storage Hydro Unit A hydro generating station with the capabili
23. Bid Validation Simplified Submitted Bid l After the bid is submitted the Rules Engine performs a bid content validation to verify that the bid is structurally complete and correct which if the bid is OK produces an Accepted Bid which is further processed by the Rules Engine to ensure that it complies with all applicable market rules after which it becomes a Temporarily Valid bid No Bid Content OK J Yes Accepted Bid ef Bid No Valid gt 2 J Yes Temporarily Valid Bid The process of validating a bid actually takes place in multiple steps however these multiple steps are automatic and are seamless to the user Figure 2 illustrates two of those steps Content Validation determines that the bid adheres to the structural rules required of all bids This includes such things as validating that all required components are present the units or services contained in the bid actually exist etc If the Content check fails the bid becomes a Rejected Bid After Content Validation succeeds Bid Validation verifies that the various components of the bid adhere to the applicable market rules If this validation passes the bid becomes eligible to be used in a market Page 12 E3 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Day Ahead Bid Processing These a
24. Convergence bids also known as Virtual Bids for a day ahead market OTC Viewer An SC can view by Interchange for a given date the Import and Export Limits received in SIBR and if there is an Isolated Tie Condition condition when 0 limit exist Page 20 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 1 2 2 2 More About Bids and Bid Contents Bid Components A bid will contain two types of components Daily Bid Components These are components that are set for the entire trade day for the resource designated in the bid They are entered only once a day either into the Day Ahead or Real Time Market Examples of these types of bid components are Ramp Rates Start Up Curves Minimum Load Costs Energy Limits State Transition MSG only and Charge Limits NGR only Hourly Components These components may be different for each hour of the market period of the bid An example of these types of bid components is energy bid curves as well as quantities and prices designated for RUC and Ancillary Services bid components gt Product Display gt Hourly Display Wheeling Reference Hourly components are often repetitive Data tables for the Day Ahead and Real Time markets include features to facilitate entry of repetitive data One of the important tools is the right click menu See the Input Accelerators section on page 29 for details Incomplet
25. Figure 12 Figure 12 Pull Down Select List 2 Resource MSG v Product Type Serie Display Mode Load y MSG Non Generator____ iz In this case the user has five selections Generator Inter Tie Load MSG or Non Generator An important aspect of this type of filter is that only one item may be selected from the list This type of filter appears in the SIBR Ul in cases where the user may wish to make a selection of one from a number of options Note If the list is long a scroll bar may be present on the list Multi Select Filter There are situations in which a user may need to make either one or more selection s from a list of possibilities In such cases the SIBR UI uses something called a Multi Select filter At first glance the multi select filter looks exactly like the simple select list Figure 13 with the exception of the Multi Select button next page Figure 13 Multi Select 1 Page 30 S Cali fornia ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Resource Generator v SEn v m Product Type Energy m fa Multi Select button When the Multi Select button is clicked a pop up appears with a list of possible selections Figure 14 Page 31 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 14 Multi Select 2 p http dsapui2 ifm caiso com
26. IE IL created C delete 16 PACL 2 000 Created I delete 17 PAC1 2 000 Created E delete 18 PACL 2 000 Created E delete 19 PACL 2 000 Created E delete 20 PACL 2 000 Created F delete 21 PACL 2 000 Created F delete 22 PACL 2 000 Created Fl dete z paca 2 000 Created E delete 24 PACI 2 000 Created Page 101 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 6 Select check box for intervals and then Submit BS This will submit the Base Schedules Figure 60 Figure 60 Example Base Submit displayed Submit BS s Cancel BS s Base Schedule I dekte OR Resource sc EN AS RU AS_RD AS SR AS NR Status Submitted V delete 13 PACI 2 000 Ld Created T delete 14 pact oof rete T delete 15 PACL 2 000 Created T delete 16 PACL 2 000 I Created delete 17 PACL 2 000 Created E delete 18 PAC1 2 000 Created T delete 19 PACL 2 000 Created T delete 20 PACL 2 000 Created W delete 21 PACL 2 000 Created T delete 22 PAC1 2 000 Created delete 3 PAC 2 00 Created Z delete 24 paca 2 000 ji IL TI Created 7 Base Schedules processed and valid Figure 61 Figure 61 Example EF MW information displa
27. Locate and select the desired xml file 6 Click Open You will see the selected file in the Upload field 7 Click on the Upload button to import the trades into SIBR Figure 1 Figure 1 SIBR Trade Upload Screen Page 80 S Califo rnia ISO SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 ping a Renewed Future When the file has been uploaded a list of imported bids will be displayed along with any corresponding errors that occurred during the import process Figure 2 Figure 2 SIBR Trade Upload Successful Import A SD Uploaded Trade s Error Listing scuo Market Start End The imported Trades are now in the SIBR Trade system Open the Trade Summary display pertaining to the imported Trades with the corresponding date range to confirm the Trade import and or make changes to imported Trades Figure 3 Figure 3 Review Imported Trades in the Trade Summary Screen Market mets O Inter SC Trades w Refresh Interval secs PHY Energy Location Friday March 2 2007 fan viO to fat Trade name E osjozjo7 E View Latest Submitted Trade s Page 81 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 6 Portfolios Portfolios offer users the ability to save collections of bids and trades in one or mo
28. Minimum Load Cost Basis A Generating Resource option applicable to all MSG configurations that indicates the basis of the MLC determination Registered Cost The MLC is registered Proxy Cost The MLC is bid but it cannot be higher than an approximation of the actual MLC Minimum Load Cost Bid Component A Bid Component for Minimum Load Cost Minimum Load Fuel Cost The cost of the fuel consumed by a Generating Resource operating at its Minimum Load Minimum Load Reduction The discrete Load Reduction of a Participating Load Resource below its Base Load Page 134 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Minimum Load Reduction Cost The Operating Cost of a Participating Load Resource operating at its Minimum Load Reduction below its Base Load Minimum Load Reduction Cost Bid Component A Bid Component for Minimum Load Reduction Cost Minimum Load Reduction Threshold The minimum Load Reduction allowed for any Participating Load Resource Minimum NGR Generation The minimum sustained Operating Level of a NGR operating in generating mode Minimum NGR Load The minimum sustained Operating Level of a NGR operating in load mode Minimum Pump to Gen Down Time The minimum duration that a PSH must stay Offline between pumping and generating operations
29. NGR operating in load mode Page 151 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Stranded Load Indicator A registered Y N Resource attribute that indicates a stranded load that can be served under an isolated ITC condition STUC Bid A Generated Bid for each of the consecutive three Trading Hours following the Active Hour of a Real Time Market This Bid has a Bid Status of STUC Modified SM and it is not a Market Accepted Bid SM Bids are used solely in STUC There is no interaction between SM Bids and non SM Bids STUC Bid Generation Time The time after RTM Market Close Time when STUC Bids are generated Submitted Bid A Bid submitted to a Market Submitted Trade A Trade submitted to a Market Supply The collective of Resources that supply Energy i e Generating Resources and Imports Supporting Resource A Generating Resource with non RA Capacity that supports an Export Resource PT Self Schedule System Infrastructure and Bidding Rules The Bid validation and processing system Temporarily Valid Bid A Bid that has passed Bid Validation Time Precision The finest time precision allowed in Bids TOR Chain A combination of individual TORs used in sequence TOR Entitlement The hourly use limit of a TOR TOR Link A TOR that is not a TOR Chain
30. Offline Generating Resource State is a Shut Down State Transition Bid Component A Bid Component for MSG Online Generating Resource State Transition data State Transition Cost The Operating Cost incurred for a MSG State Transition between Online Generating Resource States State Transition Definition State Transition data composed of Initial and Final Online Generating Resource States and Notification Time and Transition Cost State Transition Energy The Energy consumption of a Generating Resource to complete a State Transition between Online Generating Resource States State Transition Energy The Energy consumption of a Generating Resource to complete a State Transition State Transition Energy Cost The cost of State Transition Energy State Transition Energy Cost The cost of State Transition Energy State Transition Fuel The fuel consumption of a Generating Resource to complete a State Transition between Online Generating Resource States State Transition Fuel The fuel consumption of a Generating Resource to complete a State Transition State Transition Fuel Cost The cost of State Transition Fuel State Transition Fuel Cost The cost of State Transition Fuel State Transition Path A feasible sequence of State Transitions between Online Generating Resource States Storage Efficiency The efficiency 0 lt SE lt 1 for storing Energy ina
31. Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 1 2 2 1 Basic Display Layout Figure 6 illustrates basic elements of the layout of CAISO SIBR displays Figure 6 Display Layout 1 RTM Bid Summary agag mE P Day Ahead Bids Py Adv submit Convergence Bids Market Real Refresh 7 Interval secs 10 Scheduling Coordinator ZISO v Tuesday November 04 2014 Resource ALL a Tu 5 1 0414 Display Mode ALL Hou ALL U a m gt S Way ere Selectone v 2 RTM Bid summary SBS Sec RD SR MR LFU LFD SS SS HR Reg Reg SS delete MileD MileU LSG x lt SIEMENS AG 2001 2004 338 11 4 14 12 46 38 PDT Application Specific As stated previously this document is concerned with entry submission Menu and management of bids In this case the Application Specific menu will contain the following items Day Ahead Screens accessible through this menu item are used to create submit and manage bids for a day ahead market gt Daily Components This screen is used to enter edit those bid parameters that do not change for the entire trade day gt Hourly Components This screen is used to enter edit those bid parameters that may be different for each hour of the market period Page 19 California ISO Shaping a Renewed Future SIBR Sched
32. Templates are accessed through a user interface feature called favorites By saving one or more templates an SC can quickly create bids Are Templates No the system does not validate templates However any bid that has Validated been submitted can be used to create a template Keep in mind that what is valid today may not be valid tomorrow due to Master File changes Can I Apply a 24 hour Yes However if you apply a 24 hour template to a 23 hour day the last Template to a Long or hour of the day is eliminated If you apply a 24 hour template to a 25 Short Day hour day the last hour will have values of zero This may not be what you want so the safest course is to create a special set of templates for long and short days 11 1 4 Questions About Users and Permissions What s the Difference These terms do tend to get a bit mixed up and sometimes used Between a User and interchangeably Strictly defined a user is a person who has a valid an SC login to the system There are a number of Scheduling Coordinators each of whom has responsibility for providing bids for a collection of resources As defined in the SIBR system a Scheduling Coordinator is actually a role that is assigned to a user What s a Role Then In simple terms a role is something a user is permitted to do For example in a typical operating system there may be an administrator role If auser is assigned the administrator role that u
33. Time Demand The collective of Resources that demand Energy i e Load Resources and Export Resources Demand Forecast The forecast for the hourly Demand of a BAA in the FNM for a Trading Day in the DAM or a Trading Interval in the RTM Direction An Inter Tie Transaction attribute that indicates Import I or Export E Disapproved The Credit indicator and Credit Status of a Virtual Resource Bid that has been denied credit Discrete Reliability Demand A RDRR that should be dispatched discretely Response Resource on off in RTM not allowed in DAM Dispatch The Energy dispatched from a Resource for a Dispatch Interval of a Real Time Market Dispatch Instruction A financially binding outcome of the Real Time Market that determines the Operating Level of a Resource at a specific time within the first Trading Interval of the Market Horizon of the Real Time Market Dispatch Interval The 5 minute Trading Interval of a Real Time Market Page 117 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Dispatch Option A Bid option that determines the participation of an Inter Tie Resource or an Inter Tie Generating Resource in the Real Time Market Hourly dispatched as an Hourly Pre Dispatched Resource with a flat Dispatch for all Trading Intervals of a Trading Hour Once dispatched as an Hourly Pre Dispatched Resou
34. Viewer Window ini Figure 26 Bid Containing Errors Market Day Ahead Monday May 13 2013 osi E Energy 6 An Energy Bid Component was extended to the RA RUC Obligation specified in the bid Energy 43115 A generated or extended Energy Bid Curve of an Inter Tie Resource Energy Bid Component has been checked for monotonicity Resource None 43914 The RA RUC Obligation was set to the lower of 1 RA Capacity or 2 the highest Energy Bid Quantity or 3 the Total Self Schedule g Submitte delete None 40001 If the bid failed rule processing it wil show status of Invalid if the bid passed rule processing it will show status of VALID Modified al D ANAHM 2 CANYN 05 10 13 13 o ANAHM 2 CANYN2 05 10 13 13 o 4 ANAHM 2 CANYN3 05 10 13 13 ANAHM 2 CANYN4 SIEMENS AG 2001 2004 05 10 13 13 veo f 05 10 13 13 pE ANHM IPP LUC 01 Ea 05 10 13 13 o ANHM LUGO I UC 01 2 05 10 13 13 o ANHM MDWP I UC 01 x 05 10 13 13 Bo 4 ANHM MEAD2MSCHD I UC 01 x x 05 10 13 13 ANHM MEADZMSCHD I UC 03 x 05 10 13 13 Bo 4 ANHM MIR2 I UC 01 x x 05 10 13 13 o x 05 10 13 13 05 13 13 08 42 18 SIEMENS AG 2001 2074 j 46 35 PDT Error Indicator Page 56 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 3 4 Bid Entry Walkthrough This section will take the user step by step through the bid entry process The scenario used in thi
35. W for Wheeling Resource and PSE is a registered Purchase Selling Entity required for physical transactions with optional trailing numerals from 1 to 9 it can be used to distinguish multiple Inter Tie Transactions by PSE Invalid The Bid Status of a Bid or a Bid Component that has failed Bid Validation Invalid Bid A Bid that has failed Bid Validation IRR The RA repository IRRSNAP schema that contains the RA Capacity information on an hourly basis ISO Demand Forecast Indicator If set it indicates that an EIM Entity has elected to use the Demand Forecast produced by the CAISO for balancing Base Schedules in their EIM BAA s Isolated ISL Indicator A Y N ISL attribute published by ETCC indicating an isolated ISL condition where only stranded load can be served under the ISL OTC Isolated ITC Indicator A Y N ITC attribute published by ETCC indicating an isolated ITC condition where only stranded load can be served under the ITC OTC Lay Off Self Schedule A Self Schedule from a Pseudo Tie indicating Energy for the relevant Native Control Area Lay Off Self Schedule Bid A Bid Component for a Lay Off Self Schedule Component Page 128 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Lay Off Self Schedule Quantity The Energy Bid Quantity for a Lay Off Self Schedule Limited Energy Storage Reso
36. a Renewed Future 1 Introduction Purpose In response to the California energy crisis of 2000 and 2001 the California Independent System Operator CAISO management initiated the MRTU project to Take a comprehensive view of the changes needed in the structure of California s electricity markets with a focus on those markets that are operated by the CAISO in performance of its core functions and Develop an integrated program of proposed market design changes that will address current problems in a systematic fashion and create a framework for a sustainable workably competitive electric industry that benefits all California consumers and is compatible with the rest of the western region One part of the CAISO system is the Scheduling Infrastructure Business Rules SIBR component From the viewpoint of a Scheduling Coordinator SC who interacts with the system this component Accepts bids and trades for energy and energy related commodities from Scheduling Coordinators that are certified to interact with CAISO Ensures that those bids and trades are valid and modifies bids for correctness when necessary Enters those bids and trades into a database for processing by other components of CAISO s management systems and Provides required feedback to SCs concerning bids and trades that have been submitted This manual will instruct a Scheduling Coordinator SC in the usage of the California ISO Software Infrastr
37. an EIM BAA for the Active Hour for Base Schedule balancing validation Real Time Market A Market with a Market Horizon of consecutive Trading Intervals that span one or more consecutive Trading Hours This Market is conducted shortly 1 Trading Intervals before the start of its Market Horizon Dispatches and Awards are financially binding for the first Trading Interval and advisory for the remaining Trading Intervals in the Market Horizon Real Time Market Horizon The number of Trading Hours in the Market Horizon of a given Real Time Market Registered Export Resource A Registered Resource that is an Export Resource Registered Import Resource A Registered Resource that is an Import Resource Registered Inter Tie Resource A Registered Resource that is an Inter Tie Resource An Inter Tie Generating Resource TG is both a Generating Resource and an Inter Tie Resource thus it is also a Registered Inter Tie Resource Registered Resource A Resource that is registered and identified statically in the Market by a unique resource identification Registry Start Date The latest Trading Day when the registry data for a Resource has been modified Regulating Ramp Rate The Ramp Rate used to evaluate Generating Resource Bids for Regulation Up and Regulation Down Page 144 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Vers
38. are for hour long periods Figure 25 Bid Summary Display Day Ahead SSIBR DA Bid Summary RealTime ids Trades Ml Adv submit ff Portfoios l ind viewer ff convergence sias E orc vener I Market Day Ahead Friday May 10 2013 05 10 13 39 pa Bid summary Resource 1 delete SIEMENS AG 2001 2004 Page 52 E3 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Like other displays this contains a filter pane a data grid and some controls For this display A filter is provided to allow the user to select the date for which data are to be displayed A second filter allows the user to specify bid status This is a multi select filter that allows the user to select which bids are to be displayed In the example shown the only bids that exist for the chosen date are in the Created state The data grid has a somewhat different appearance than those that we have discussed previously Each row is for one resource MSG configuration one time period For Day Ahead bids this means one row per resource unless the resource is a MSG then each configuration has a row For Real Time bids this means there may be multiple rows for each resource one row per hour To the left of the resource name is a checkbox Click on this box to select a bid to be submitted or cancelled or deleted To view
39. be bid ina Bid Maximum Pumping Capacity The maximum sustained Pumping Level of a Pumped Storage Hydro Unit operating as a hydro pump Maximum Ramp Rate The maximum Ramp Rate of an Inter Tie Resource Maximum Ramp Rate Curve Segment Number The maximum allowed number of Ramp Rate curve segments in Submitted Bids for Generating Resources Maximum RMT Self Schedule Quantity The maximum RMT Self Schedule Quantity allowed for a Generating Resource Maximum Start Up Time Cost Curve Segment Number The maximum allowed number of Start Up Time Cost Curve segments in Submitted Bids Maximum State Transition Time The maximum State Transition Time for a registered State Transition Definition of a MSG This is the NOTIFICATION time that is retrieved from MF and includes the Transition Ramp Time as part of the Notification Time used to validate the Notification Time submitted in a bid Maximum Stored Energy The maximum energy MWh that can be stored in a LESR Maximum TOR Self Schedule Quantity The maximum TOR Self Schedule Quantity allowed for a Resource Meter Subsystem An entity e g a municipality or irrigation district whose contiguous network and resources are part of the CAISO grid and there are revenue quality meters installed on all MSS ties Meter Subsystem Aggregation The aggregation of Metered Subsystems under a common set of options for a Load Follow
40. delete button This will remove the bid s from the system To Copy Bids to New This feature allows the user to select a bid or bids and copy them to a Sheet new sheet This is useful when you want to copy bids to use on another day or for a set of days in the future Simply check the box in front of the Page 54 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future bid or bids to be copied and click the Copy Bid s to New Sheet button Select the start and end dates to copy the bid to and click OK Note For Daylight Savings DST dates the copy is disabled To Copy Bids to This feature allows the user to copy a bid that has already been Current Sheet submitted to the market regardless of the returned status to the current sheet in the created state This is useful for example when a bid comes back with an invalid status and minor modifications can be made to the returned bid to make it acceptable for re submission Simply check the box in front of the bid or bids to be copied and click the Copy Bid s to Current Sheet button The bid will be copied to the current sheet in the created state and the user will be taken to the Hourly Components page to make modifications to the bid To Edit Bids or See Editing of bid information is performed on the relevant i e Day Ahead Details or Real Time page There are two ways to navigate to the page from the Summar
41. exceeding its entitlement amount The following screen shots will show examples of the information displayed in the Indicator Screen Viewing Information in the Indicator Viewer Screen Must be logged in to the SIBR system 20 Navigate to the Indicator Screen page by clicking on the IND Viewer tab in the SIBR menu and selecting the Check Imbalances Sub Menu 21 Select Criteria from the drop down boxes which includes Market DAM or RTM Resource Type Resource ID and Hours Click apply to save defined criteria Figure 51 22 Indicator Information that is relevant for the selected Resource s bid s will be displayed on the screen Figure 52 Page 92 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 51 Selecting Criteria in Indicator Viewer Balance and Priority Day Ahead Bids Refresh Interval secs 10 Scheduling Coordinator PCG2 Friday May 17 2013 Resource ALL X au os i7 13 SIEMENS AG 2001 2004 Figure 52 Indicator Information is displayed in this example for Wheeling and ETC TOR ae Market Day Ahead v Refresh Interval secs 10 Resource Generator Y ELSEGN7_UNIT3 SO Refresh Thursday March 1 2007 osoo EA Hour a vO BO Balance and Priority g 7 p E E 2 HR Resource Name BaseRef Balanced ees
42. feature The user will be able to set the refresh rate by entering a value in the Text Box Page 70 E3 California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Location Trade Name Columns Multi Function Column Product Type Selling SC Buying SC Trading Location Total Submitted Qty Trade Name List of resource locations trading hubs or aggregation points Depends on trade type Left most column without a heading This column will be used for row level buttons and indicators Check Box Description On off indicator that allows a user to use select de select the trade row Clear Description Clear the contents of the row I Icon Click to view messages Note This will only be displayed for submitted trades Driven by Product filter Dependent on Market and Trade Type For Inter SC Trades PIT Energy FIT Energy CFT Energy This column is only visible when multiple products are selected Driven by From SC Filter Driven by To SC filter Driven by the Trading Location filter Note This column will display either physical trading location trading hub or aggregation point depending on which trade type is selected Total Counter Qty Description Counter party s reported MW traded quantity Stored procedure needs to return this value from the counter party s buy or sell trade IST t
43. is already in the system etc Personnel who enter submit or need to view the status of bids should read this chapter Appendix A is a glossary In this instance the glossary is quite large in an effort to provide a common vocabulary for all persons involved in the bidding process Appendix B contains flowcharts for both Day Ahead and Real Time bid processing These are of interest to persons who wish to see the entire process described in a single diagram 1 1 References 1 2 Overview The following chapter will discuss how the bidding process works at the California ISO using the software system that has been jointly designed by CAISO and Siemens and built by Siemens Not only will we discuss how the process works but we will also establish a common vocabulary for that discussion Note that the overview in this chapter is not intended to explain every detail of the process It will however describe the major steps in bid processing The overview is in three sections 1 This document includes an extensive glossary of terms and acronyms used in the context of the CAISO system Page 8 E3 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 1 2 1 Theory 1 2 1 1 Bids What is a Bid How is a Day Ahead Bid Created amp Submitted Theory where we explain how the main flows in the process work Practice where we discuss in ge
44. select and view any SCs data Trade Type Inter SC Trades Ancillary Services Trades Unit Commitment Trades Product Type Market and Trade Type dependant PHY Energy APN Energy CPT Energy From List of SCs associated with the logged in user To List of SCs to sell to Display Mode View All View Edited Trade s View Latest Submitted Trade s Refresh The user will check uncheck this box if they wish to enable disable the page refresh feature The user will be able to set the refresh rate by entering a value in the Text Box Location List of resource locations trading hubs or aggregation points Depends on trade type Trade Name Hour 1 23 25 Columns Multi Function Column Left most column without a heading This column will be used for row level buttons and indicators Page 67 E3 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Hour Product Type Selling SC Buying SC Trading Location Submitted Qty Adjusted Qty Counter Qty Trade Name Trade Type Check Box On off indicator that allows a user to use select de select the trade row Clear Clear the contents of the row I Icon Click to view messages Note This will only be displayed for submitted trades Driven by Hour filter Driven by Product filter Dependent on Market and Trade Type For Inter SC Trades PIT Energy FIT Energy CFT Energy
45. separate display is provided to view messages that have occurred over a longer term such as messages issued by the Rules Engine during bid processing Figure 21 Messages Sorting Operation is Successful 01 18 06 10 16 45 X 6 Row s Updated 01 18 06 10 x 1014 Edit 1 dsapu sibrd4 Input Accelerators There are two distinct methods of input acceleration on data tables Both methods allow you to quickly and easily replicate duplicate data ona table This is accomplished either by using pre defined hotkey commands or by using the right click menu Hot Keys When you want to copy the data from the current cell into all of the cells above or below using the Alt Up or Alt Down commands is a fast way to do just that Alt Up Down Commands E86 2 Right Click Menu This menu gives you a list of commands associated with actions to perform on the entered data Each of the functions is described in detail below gt Copy Mark Copies or marks the contents of the selected cell or row gt Paste Row Pastes the copied row into the currently selected row gt Paste Row Through Pastes the copied row into all the rows up or down through the selected row Page 40 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future gt Paste Cell Pastes the copied cell into the currently selected cell gt Paste Cell Through Pastes the copied cell into all
46. the Application content area It is possible that a page may have more than one data grid It is also possible that the content area may contain one or more charts in addition to the data grid s and it may also contain various control elements like buttons checkboxes etc Jon Bid Summary E p i Data Grid Resource DAILY EN SS STD Controls ANTLPE 2 OF r K is a K my K a amp amp K ELSEGN 7 UNIT40 K a amp K ELSEGN 7 UNITSO 1a ad w fy SCF1 SVIMAD IMD FME add add add Page 34 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Conirols on the Grid A number of icons may be included at the upper left corner of the data grid Table 1 describes the buttons that are available on tabular grids Table 1 Buttons On Tabular Grids Collapse Restore grid This button collapses restores a amp y tabular grid When a grid is collapsed the title of the grid remains visible Restore Default Sort It is possible to change the sort order of the contents of a tabular display by clicking on the title row 34 Clicking on the Restore Default Sort button restores the sort order to the default that is it removes any sorting that has been established by clicking on title rows Advanced Filter Clicking on this button opens a separate W window containing a query builder that can be used to perfor
47. the SC and possibly used as the basis for future bids Handling of Real Time Market bids is quite similar to what was described earlier for day ahead The major difference derives from the fact that Real Time bids are not submitted days before the target market period therefore there is no requirement to process the bid before Master File Update and again after Note that flowcharts for the complete Day Ahead and Real Time processing flow are included in Appendix B In some cases for certain generating resources an SC may be required to bid in the full range of available capacity for that resource on a daily basis to the CAISO If the SC fails to enter a bid for the resource the system may create a bid on the SC s behalf Such a bid will be created after market close to avoid conflicting with any bid that the SC may enter and will be based upon data in the Master File This type of bid is called a Generated Bid The relevant SC may view these bids but since they are generated after market close the SC may not modify them In the last several pages we have discussed how bids and trades are validated and processed by SIBR In the following chapter we ll cover in general terms the practical aspects of accessing the system entering submitting and managing bids The goal here is to understand the basic principles and processes later chapters will address particulars such as which buttons to push and when Page 18 3 SIBR
48. the cells up or down through the selected cell gt Sum from Marked Cell Sums up the values from the marked cell through the selected cell and displays the results as a message in the message area Right Click Menu Page 41 3 SIBR Scheduling Version 5 0 6 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 22 Input Accelerators A Bb EEE 3 Hourly Bid Components G HR Resource Name RUC Price RUC Self Pumping Price Curve Distribution NERC Tag Pre dispatch Quantity Provision Level indicator mwh dear ANTLPE_2_OF 23 10 6 d d2 g CHEVMN_2_UNIT 1 pul pret ELSEGN_ _UNIT40 g dear ELSEGN_7 _UNIT60 des T dear ELSEGN_ _UNITSO diz r dear ELSEGN_ _UNIT70 diz r dear ANTLPE_2_QF de m dear CHEVMN_2_UNIT 1 diz r dear ELSEGN_ _UNIT70 dz m dear ELSEGN_7_UNIT6O petal die a dear ELSEGN_7_UNIT50 d di2 dear ELSEGN_7 _UNIT40 d aes D dear ANTLPE_2_QF 23 10 d diz clear ELSEGN_7_UNIT60 43 10 fetal aes cr clear ELSEGN_7_UNITSO 54 10 fai diz r dear CHEVMN 2 UNIT 1 32 10 23 C This column data was The Right Click menu is generated using the being used to copy the Alt Down command contents of this cell ELSEGN_ _UNITSO 10 10
49. this process seems simple there are important subtleties Specifically there is an important difference between created bid and submitted bid An SC uses the GUI to create a bid by entering values for all the bid components During this process beyond some very simple validation e g no alpha characters in numeric fields and saving the bid in the database the system takes little interest in the actual contents of the bid After the SC has created the bid it is submitted by clicking a button on the bid creation page At this point the system queues the bid for validation by the rules engine and informs the SC that the bid has been submitted After a bid is submitted the system maintains a complete history of the bid and actions performed The SC can view the bid it may also be used as the basis for creating another bid Once an SC submits a bid it is available for the system to validate The SIBR Rules Engine performs validation The SIBR Rules Engine is programmed with several hundred rules that are used to validate the bid Page 10 6 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Flowcharts for the complete Day Ahead and Real Time processing flow are included in Appendix B Page 11 E3 California ISO Shaping a Renewed Future SIBR Scheduling Coordinator Users Guide Version 5 0 Date 11 4 2014 Figure 2 Day Ahead
50. 0 and all day on Sun and certain holidays Online The Commitment Status of a Generating Resource that is connected to and synchronized with the grid Online Generating Resource State Group A group of Online Generating Resource States of a MSG Online Generating Resource State Groups Page 138 amp gt California ISO wy Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide may be nested Online Generating Resource State Shut Down Capability Indicator An Indicator that indicates whether a MSG can Start Up to an Online Generating Resource State Online Generating Resource State Start Up Capability Indicator An Indicator that indicates whether a MSG can Shut Down from an Online Generating Resource State On Peak RLC Curve A proxy Energy Bid Curve used for RA Import Resources during On Peak Trading Hours On Peak Trading Hour A Trading Hour during on peak load conditions as specified by WECC Mon Sat 6 00 22 00 except certain holidays Open Tie Status An hourly Y N status generated by SIBR for a Bid to indicate open or isolated ITC conditions that apply to that Bid for the relevant Trading Hour The DAM and RTM applications would treat the Resource as unavailable in these Trading Hours producing zero Energy AS schedules Operating Cost The cost of operating a Resource Operating Level The amount of electric power a Resou
51. 05 14 09 39 VER 11 05 14 10 20 2 000 Valid 11 05 14 09 39 VER 11 05 14 10 25 2 000 Valid 11 05 14 09 39 VER 11 05 14 10 30 2 000 Valid 11 05 14 09 39 VER 11 05 14 10 35 2 000 Valid 11 05 1409 39 _ VER 11 05 14 10 40 2 000 Valid 11 05 1409 39 7 VER 11 05 14 10 45 2 000 Valid 11 05 14 09 39 VER 11 05 14 10 50 2 000 Valid 11 05 14 09 39 Page 98 6 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 10 Base Schedule Aggregation Portal BSAP The BSAP is used for the Energy Imbalance Market EIM to submit Base Schedules for both Participating and Non Participating resources outside the CAISO Control Area with a neighboring Balancing Area Athority BAA 10 1 BSAP Screens Must be logged in to the BSAP system and a resource must be eligible from Master File to be allowed to submit Base Schedules There are two screens currently Base Schedule and Base Balance Viewer 10 1 1 BSAP Base Schedule 1 Navigate to the Base Schedule Screen page by clicking on the Base Schedule tab in the BSAP menu and selecting the Base Schedule Sub Menu 2 Select Criteria from the drop down boxes which includes Scheduling Coordinator SC of Participatin or Non Participating resource Resource Type Resource Scheduling Point Hour Primary Tie Direction Alternate Tie Energy Type PSE Identifier Figure 58 Figure 58 Example Base Schedule next page Page 99 3 SIB
52. 10 10 10 10 60 SIEMENS AG 2001 2004 1014 Edit 1 dsapui2 0 sibrd4 1 19 06 11 12 58 PST lal i m A Internet Ui Sum from Marked Cell results displayed as a message Page 42 E3 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 3 Bids Overview This section will show the user how to view bid status how to create new bids based on existing bids cancel bids and so forth A step by step walkthrough of the bid entry process is included at the end of this chapter The CAISO SIBR system accepts two kinds of bids Day Ahead bids A day ahead bid is submitted for a resource for a 24 hour market period Day ahead bids may be submitted for up to 7 days in the future Day ahead bids must be submitted prior to market close for the target day Note Convergence Bids are Day Ahead only Real Time bids Real time bids are submitted for one hour periods for one target day Although real time bids are for one hour periods the user interface bid entry screens are designed to permit up to 24 25 on a long day 23 on a short day ahead bids to be entered on a single screen Bid data is entered on either the Day Ahead or Real Time pages Day Ahead and Real Time pages look and behave very much alike the major difference being that a Real Time bid requires that certain data be provided for each hour of the target day For both Day Ahead and Rea
53. 11 4 2014 Shaping a Renewed Future Page 95 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Re Future 9 Energy Forecast Screen The Energy Forecast Screen is used to submit Energy Forecasts for Variable Energy Resources VER and Load Serving Generators LSG 9 1 Energy Forecast Screen Must be logged in to the SIBR system and a resource must be eligible from Master File to be allowed to submit an Energy Forecast This is an election on the RDT to allow SC submissions for Forecast data 4 Navigate to the Energy Forecast Screen page by clicking on the Energy Forecast tab in the SIBR menu and selecting the EF Summary Sub Menu 5 Select Criteria from the drop down boxes which includes Resource VER or LSG Figure 54 6 Indicator Information that is relevant for the selected Interchange s will be displayed on the screen Figure 54 Wednesday November 05 2014 1105 14 E SIEMENS AG 2001 2004 3 11 5 14 09 18 38 PDT Page 96 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 7 Once the resource is selected click on Create button 8 Enter a MW value for the Energy Forecast to be used Then select OK Figure 55 9 This will populate the forecast for then next set of available time periods for the horizon And will be displayed on the screen
54. 25M Y PWRX CRAGVIEW_1_GNO01 CRAG E P W 10125M 2 Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG P W 10128M Y Conditionally Modified PWRX CRAGVIEW_1_GN001 CRAG E P W 10128M F Conditionally Modified Y 7 Y Conditionally Modified Conditionally Modified Conditionally Modified Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG E P W 10128M Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG E P W 10125M Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG E P W 10128M Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG E P W 10126M Conditionally Modified manv onarma ennas enar Enia sninen Tamditinnalh Mancina After submission you can view the Hourly Display page and see the generated Counter Resource Page 64 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 4 Trades Overview Overview of the trading system user interface 4 1 Hourly Trade Detail Display Overview This display will allow the user to enter create view submitted submit copy paste and cancel trades for the RT and the DA markets When viewing submitted trades you will always see the current in market trade and or the latest submitted trade depending on the display mode filter The user will be allowed to view both the created state which is editable and the latest submitted trade which is view only side by side The user will also be able to filter by hour using th
55. 7_UNIT3 S Saturday Jan Scere Bl to OT trade nome fay sl E2 Hour jeu a amp Select one z ancel Trade s Margaret s Trade Clear Undo New Product Selling Trading Submitted Adjusted BADEA TEE nes XI The newly created trade will appear in the Hourly Trade Detail table Day Ahead Bids Real Time Bids Ady Submit Portfolios PHY Energy ALAMIT_7_UNIT 6 sce E WEMT tau E 08 10 06 tau ser E Select one Add to Portfolo Submk Tr Cancel Tr G2 Hourly trade Detail o Aee lealea ee oe Ga eS ae Trade Type Depend on Trade MPEG Trade Status Sub oO PHY Energy SCEL WEMT ALAMIT_7_UNIT 6 trade 1 Inter SC Trades SCEL Created C delete PHY Energy SCEL WEMT Ammy uNT trade 1 Inter SC Trades SCEI Created O dette PHY Energy SCE1 wem ALAMIT7UNIT6 trade 1 Inter SCTrades Crested SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Enter the trade quantities and for physical trades the depend on trade name and submit the trades to the market 1 Enter trade quantity in the Submitted Quantity field 2 Enter a depend on trade name in the Depend on Trade Select some or all of the created trades you wish to submit via the checkboxes in the leftmost column 3 Click the Submit Trade s button to submit the trade Step 3 Enter trade quantities and submit
56. Balanced ETC Balanced Priority TOR Balanced Priority ELSEGN 7 UNIT 3 ELSEGN_7_UNIT 3 Y v ELSEGN_7_UNIT 3 Y yo EOL Y Y E01 Y Y E01 Y i EOL Y Y EOL Y Y mE Y Y EOL Y ii E01 Y y _ EOL foe AE i E01 Y Y EOL Y Y E01 Y Y EOL Y Y EOL Y Y E01 Y Y FM y y Page 93 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 8 OTC Viewer Screen The OTC Screen provides users with the ability to view by Interchange name the Import and Export Limits that SIBR receives 8 1 Viewing Information in the OTC Viewer Screen Must be logged in to the SIBR system 1 Navigate to the OTC Viewer Screen page by clicking on the OTC Viewer tab in the SIBR menu and selecting the Check Limit Vioewer Sub Menu 2 Select Criteria from the drop down boxes which includes Interchage Figure 53 3 Indicator Information that is relevant for the selected Interchange s will be displayed on the screen Figure 53 Figure 53 Example of OTC Viewer with Limits information displayed ssi imi J SSIBR Limit Values e gt 2 Day Ahead Sids Real Time Bids Adv Submit Convergence Bids 10 Tuesday May 14 2013 Interchange PaovedeTc O een os143 2 Cutoff Import Cutoff Export Isolated Tie SIEMENS AG 2001 2004 73 5 13 13 10 50 46 POT SIBR Scheduling Version 5 0 2 California ISO Coordinator Users Guide Date
57. Bid Component A Bid Component used for a Wheeling Transaction Wheeling Export Resource An Export Resource used for Wheeling Transactions Page 156 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Wheeling Import Resource An Import Resource used for Wheeling Transactions Wheeling Resource A Wheeling Import Resource or a Wheeling Export Resource Registered Inter Tie Resources that are Wheeling Resources are registered with Energy Type of WHL Inter Tie Transactions that are Wheeling Resources are specified with Energy Type of WHL Wheeling Transaction Balanced Energy exchange between an Import and an Export Resource Worst Operating Reserve Ramp Rate The Operating Reserve Ramp Rate of a Generating Resource under worst operating conditions Worst Operational Ramp Rate Curve The Operational Ramp Rate Curve of a Generating Resource under worst operating conditions Worst Regulating Ramp Rate The Regulating Ramp Rate of a Generating Resource under worst operating conditions Page 157 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Appendix B Processing Flowcharts Day Ahead Bid processing flow Page 158 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Fu
58. Bid Component A Generating Resource Bid Component for Ancillary Services Generating Resource Ancillary Service Self Provision Bid Component A Generating Resource Bid Component for Ancillary Service Self Provision Generating Resource Bid A Bid for a Generating Resource Generating Resource Bid Component A Bid Component of a Generating Resource Bid Generating Resource Distribution Bid Component A Bid Component for distributing the Bid Schedule or Dispatch of an Aggregate Generating Resource Generating Resource Energy Bid Component A Generating Resource Bid Component for Energy Generating Resource Energy Limit Bid Component A Generating Resource Bid Component for Energy Limits Generating Resource ETC Self Schedule Bid Component A Generating Resource Bid Component for ETC Self Schedules Generating Resource Load Following Self Provision Down Bid Component A Generating Resource Bid Component for Load Following Down Self Provision Generating Resource Load Following Self Provision Up Bid Component A Generating Resource Bid Component for Load Following Up Self Provision Generating Resource Minimum Load Cost Bid Component A Generating Resource Bid Component for Minimum Load Cost Generating Resource Non Spinning Reserve Bid Component A Generating Resource Bid Component for Non Spinning Reserve Generating Resource Non Spinning Reserve Self Provi
59. EMT ELSEGN_ _UNIT60 ELSEGN_ _UNIT_3 Irter SC Trades mee Depend on Trade MATIN Fade status WEMT Og WEMT ELSEGN_7_UNIT_3 Crested p PHY Energy S 1 WEMT ELSEGN_7 UNIT60 500 00 lunchtime Inter SC Trades ELSEGN_7_UNIT_3 SCE Rejected 08 08 0 C delete PHY Energy SCEL WEMT ELSEGN 7 UNIT6O 500 00 lunchtime Inter SC Trades ELSEGN UNIT 3 SEL Created o PHY Energy SCEL WEMT ELSEGN_7 _UNIT6O 500 00 lunchtime Inter SC Trades ELSEGN_7_UNIT_3 s Rejected 03 08 0 C delete PHY Energy SCEL WEMT ELSEGN_7_UNIT6O 500 00 lunchtime Inter SC Trades ELSEGN 7 UNIT3 SEL Created oO PHY Energy SCEL WEMT ELSEGN_7 _UNIT6O 500 00 lunchtime Inter SC Trades ELSEGN_7_UNIT_3 s i Rejected 08 08 0 O deete PHY Energy SCEL WEMT ELSEGN_7_UNITE0 500 00 lunchtime Inter SC Trades ELSEGN_7_UNIT_3 s i Created o PHY Energy S 1 WEMT ELSEGN_7_UNIT6O 600 00 lunchtime Inter SC Trades ELSEGN_7_UNIT_3 SEI Rejected 08 08 0 O dete PHY Energy SCEL WEMT ELSEGN_7_UNIT6O 609 00 lunchtime Inter SC Trades ELSEGN_7_UNIT_3 s Crested Read messages in the message viewer isni caisso com uUue e Sisyisiis JSD est Applicaton semens PIDEMATIE e D gt Message Yiewer Level Mess 121009 The Depend On IST Trade Component is not pointing to a valid IST Name or a valid Generator 0 121008 o The Quantity of your PHY is more than the registered Maximum Capacity of the Depend On Generator 120025 0 Trade Has Failed Trade Content
60. Hour The second Trading Hour in the Market Horizon of a given Real Time Market Aggregate Generating Resource A Generating Resource that is a group of Generating Resources scheduled or dispatched as a single Generating Resource Aggregate Participating Load Resource A Participating Load Resource that is a group of Participating Load Resources scheduled or dispatched as a single Participating Load Resource Alternate Inter Tie The Inter Tie optionally associated with an Inter Tie Resource for tagging Schedules and Awards from associated Bids when the Open Tie Status is set for these Bids Ancillary Service A service that supports the transmission of Energy from Supply to Demand to maintain the reliable operation of the ISO Control Area in accordance with WECC standards Ancillary Service Award An Award for an Ancillary Service Ancillary Service Bid Ceiling The maximum price allowed in an Ancillary Service Bid Component Ancillary Service Bid Component A Bid Component for Ancillary Services Ancillary Service Bid Floor The minimum price allowed in an Ancillary Service Bid Component Ancillary Service Capacity The Capacity designated for an Ancillary Service Page 110 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Ancillary Service Obligation The Demand for
61. INTER TIE TRANSACTION v X Direction AL v Display Mode Edit New Bid s The combination of the entered data will be processed by SIBR to generate a Transaction MRID name based on SIBR Business Rules All data must be entered except for Alternate Tie this is only for certain Tie Points Once all data is entered click on the Apply button Next click on the Refresh icon this will populate the Resource drop down with the MRID 4 SSIBR3 Hourly Bid Components eo 2a Day Ahead Bids Adv Submit Convergence Bids Energy Forecast Scheduling Coordinator FPPM Scheduling Point BLYTHE_1_N101 X Resource INTER TIE TRANSACTION v FPPM BLYTHE_1_N101 BLYTHE161 I PF 1000 v a Primary Tie BLYTHE161 I Direction Import v Alternate Tie ALL aa Energy Type Firm Product Type Energy oj PSE Identifier 1000 Display Mode Edit New Bid s o Hour 24 mf Page 61 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Once all Hourly Components have been entered click Bid Summary to review edit and submit the bid 3 4 2 Wheeling Walkthrough This section will take the user step by step through Wheeling transaction entry process The Wheeling functionality now uses the Counter Resource instead of a Wheeling Reference The Counter Resource if submitting a bid on an Import would be the Export resource There are both Registered Intert
62. Load Following or RUC and it may not bid Self Schedules other than Price Taker Self Schedules Non Market Rate Resource A Resource for which FERC has temporarily suspended market rate authority disallowing bids at market rates Non Participating Load Resource A Load Resource that cannot be dispatched to change its Energy consumption Non Participating Load Resource Bid Component A Bid Component for a Non Participating Load Resource Non Spinning Reserve An Ancillary Service from an Offline Generating Resource an Inter Tie Resource or a participating load Resource to provide Energy within a specified time period after a Dispatch Instruction is issued Non Spinning Reserve Award An Award for Non Spinning Reserve from a Non Spinning Reserve Self Provision Bid Component and a Non Spinning Reserve Bid Component Non Spinning Reserve Bid Component A Bid Component for Non Spinning Reserve Page 137 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Non Spinning Reserve Capacity The Capacity designated for Non Spinning Reserve Non Spinning Reserve Obligation The Demand for which a Scheduling Coordinator is financially responsible for Non Spinning Reserve Non Spinning Reserve Obligation Trade A Trade of a Non Spinning Reserve Obligation Non Spinni
63. Modified Conditionally Valid Conditionally Invalid Created Submitted Modified Rejected Obsolete Unmatched Missing Consent Review Matched Submitted Market Status Page 69 E3 California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide 4 2 Trade Summary Display Overview Navigating to Filters Market Date Scheduling Coordinator Trade Type Product Type From To Display Mode Refresh This display will show a Rolled Up or a summarized view of RTM and DAM trades for all products Physical and Financial trades will be summarized using buying selling SC date market type and IST dependant name for physical trades only Once logged in to the SIBR system the Hourly Trade Detail display can be found under the Trades tab and Trades Summary Day Ahead Real Time Month Day Year text box with pop up Users will see their name in this drop down list Super SCs will see a list of all SCs in the system and be able to select and view any SCs data Inter SC Trades Ancillary Services Trades Unit Commitment Trades Market and Trade Type dependant PHY Energy APN Energy CPT Energy List of SCs associated with the logged in user List of SCs to sell to View All View Edited Trade s View Latest Submitted Trade s The user will check uncheck this box if they wish to enable disable the page refresh
64. R Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 58 Example Base Schedule Da Aa l Wednesday November 5 2014 ayosis SIEMENS AG 2001 2004 3 Base Schedules require that the Scheduling Coordinator is entered in order to create a Base Schedule 4 Once the resource is selected click on Create button 5 Enter a MW value for the Base Schedule to be used Then select Update Figure 59 Page 100 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 59 Example Base Schedule Create a E Refresh Interval secs 10 Market RealTime v Scheduling Coordinator PAC1 Resource Type Generator v Resource acan T v BSC Entity SC EPACBSC v Scheduling Point AL Hour au ef Primary Tie ALL Direction AL v Alternate Tie ALL bd Energy Type ALL be Wednesday November 5 2014 PSE Identifier ALL 105 14 E Display Mode View Edited Base Schedule s AHAA Base schedule are IR Resource sc eN AS RU AS_RD AS SR AS NR Status Submitted delete 13 PAC1 2 000 Created E delete 14 PACI 2 000 Created F deete 45 pact C 2 000 I
65. Resource Bid Component for RUC Capacity RUC Schedule The Capacity including the Day Ahead Schedule scheduled by RUC for a Resource in a Trading Hour of a Day Ahead Market Schedule The Energy scheduled for production or consumption from a Resource in a Trading Hour of a Day Ahead Market or a Commitment Interval of a Real Time Market Scheduling Coordinator A Market participant authorized by the ISO to submit Bids and Trades Self Schedule An Energy Bid that is evaluated in a Market in terms of priority instead of price Self Schedule Bid Component A Bid Component for Self Schedules Self Schedule Quantity The Energy Bid Quantity for a Self Schedule Short Trading Day The Trading Day when daylight saving starts It has only 23 Trading Hours because there is no Trading Hour from 2 00 AM PST to 3 00 AM PDT Short Term Unit Commitment A Real Time Market application for committing Resources up to three Trading Hours after the Active Hour Page 148 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Shut Down The process where an Online Generating Resource is disconnected form the grid and is shut down Shut Down Instruction An Instruction issued to a Generating Resource to Shut Down and be Offline at a specific time Shut Down State Transition Path A State Transition Path of Online Gener
66. Resource State Miscellaneous Bid Component An hourly Bid Component for miscellaneous Bid information Modified Bid A Bid modified by SIBR in Bid Processing after the Master File update for the relevant Trading Day MOO Resource A Resource that is under a Must Offer Obligation for its RA Capacity as indicated by the RA Flag Multi Day Bid Resource Exception List A persistent Resource list maintained administratively in SIBR for the purpose of overwriting market based bids with default bids in DAM Multi Period Bids for the Resources in that list Multi Period Bid A Bid generated for a Trading Day after the Active Day in a Day Ahead Market Horizon for a given Day Ahead Market or a Trading Hour after the Active Hour in the Real Time Market Horizon for a given Real Time Market Multi State Generator A Generating Resource with multiple Online Generating Resource States Must Offer Obligation A condition where a Resource must participate in the DAM and or the RTM due to Resource Adequacy requirements Native Control Area The Control Area that a Pseudo Tie resides in Natural Gas Resource A Generating Resource fueled by natural gas NERC Tag Inter Tie scheduling information in accordance with NERC standards NET Benefit Floor Off Peak The minimum acceptable price as determined by the DR Net Benefits Test calculation Casio for Off Peak Hours NET Benefit Floo
67. S California ISO Shaping a Renewed Future California ISO SIBR BSAP Scheduling Coordinator Users Guide Nov 4 2014 Revision History Version 5 0 Release Date 11 4 2014 California ISO SIBR System Coordinator User Guide Date Version By Description 2 28 07 3 0 MM Added information on Indicator Viewer Screen Added screen shots for uploading bids and trades 10 11 07 3 1 WT Updated for IMS Update 1 11 20 07 3 2 WT Updated for IMS Update 2 12 7 07 3 3 WT Review of Trades Status Removed outdated info Added ETC scheduling screenshot 8 24 09 3 4 WT Capacity Limit Ind Flag on EN Product for RA 5 14 13 4 0 WT Functionality documentation added from post Go Live through Pay for Performance Regulation Mileage 11 4 14 5 0 WT Fall 2014 Release Functionality added Wheeling Transaction bids EIM Base Schedule Page 2 California ISO SIBR System Coordinator User Guide Page 3 California ISO SIBR BSAP Scheduling Coordinator User Guide Contents T ERTEO DUG UO Maien a o eean aa en aeaea ae a eaaeo eaaa ie 7 1 1 PROLISISMCES ennai a E E T ERS 8 We OMT VIOW gesn a a A 2a r a E E a N N 8 1 2 1 Theory 9 1 2 2 Practice 18 2 Common Ul Features amp Navigation csccsseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeesenees 23 2 1 Application Specific Menu cccccececceceeeeeeeeeeeeeeeceeeeeeeaeeeeaeeseeeeecaaesesaaeseceeeseeessnaeese
68. TOR Pumping Self Schedule A Pumping Self Schedule associated with a TOR TOR Pumping Self Schedule Bid Component A Bid Component for a TOR Pumping Self Schedule TOR Pumping Self Schedule Quantity The Energy Bid Quantity for a TOR Pumping Self Schedule TOR Reference A unique identifier of a TOR TOR Self Schedule A Self Schedule associated with a TOR TOR Self Schedule Bid Component A Bid Component for TOR Self Schedules TOR Self Schedule Quantity The Energy Bid Quantity for a TOR Self Schedule Page 152 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Total Generating Self Schedule Quantity The sum of the Generating Self Schedule Quantities specified in all Generating Self Schedule Bid Components for a given NGR and Trading Hour it is zero if there is no Generating Self Schedule Bid Component Total Load Self Schedule Quantity The negative sum of the Load Self Schedule Quantities specified in all Load Self Schedule Bid Components for a given NGR and Trading Hour it is zero if there is no Load Self Schedule Bid Component Total Pumping Self Schedule Quantity The sum of the Pumping Self Schedule Quantities specified in all TOR ETC and PT Pumping Self Schedule Bid Components for a given Resource and Trading Hour it is zero if there is no P
69. This column is only visible when multiple products are selected Driven by From SC Filter Driven by To SC filter Driven by the Trading Location filter Note This column will display either physical trading location trading hub or aggregation point depending on which trade type is selected Quantity traded in MW Displays new quantity for trade if it is adjusted pro rata Counter party s reported MW traded quantity Stored procedure needs to return this value from the counter party s buy or sell trade IST trade name Physical trades only This will be entered via a text box in the toolbar area prior to the user pressing the New Trade button This field will be programmatically validated to guard against duplicates Financial trades will not display this column Driven by the Trade Type filter Inter SC Trades Ancillary Services Trades Unit Commitment Trades Page 68 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Depend on Trade IST trade name that this trade depends on Submitting SC Driven by the SC user filter This column will only be visible to Super SCs This column is only displayed when multiple sc s are selected Trade Status Created for new editable trades otherwise the current status of the submitted trade Trade status is one of the following Cancelled Invalid Valid Conditionally
70. Up Obligation Trade A Trade of Regulation Up Obligation Regulation Up Opportunity Cost The long term opportunity cost for providing Regulation Up Regulation Up Price The price of a Bid for Regulation Up Regulation Up Self Provision Regulation Up provided by a Scheduling Coordinator to primarily meet its own Regulation Up Obligation Regulation Up Self Provision Bid Component A Bid Component for Regulation Up Self Provision Regulation Up Self Provision Capacity The Capacity designated for Regulation Up Self Provision Regulatory Must Run Take A Generating Resource that has a high scheduling priority because of regulatory requirements e g run of the river hydro unit hydro unit in hydro spill condition nuclear unit qualifying facility etc Rejected Bid A Submitted Bid that has failed Bid Content Relative Proxy Minimum Load Cost Ceiling The maximum Minimum Load Cost allowed in a Minimum Load Cost Bid Component for a Generating Resource registered with a Minimum Load Cost Basis of Proxy Cost relative to the Proxy Minimum Load Cost Relative Proxy Start Up Cost Ceiling The maximum Start Up Cost allowed in a Start Up Cost Bid Component for a Generating Resource registered with a Start Up Cost Basis of Proxy Page 146 Date 11 4 2014 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Fut
71. a Trading Hour of a Real Time Market Hourly Pre Dispatched Resource A Resource dispatched at the same Operating Level over a Trading Hour of a Real Time Market IFM Self Schedule The IFM committed Self Schedule used for REM resources that are awarded Regulation Capacity from IFM Import Resource A Resource that produces Energy that is imported into a BAA Import Resource Bid A Bid for an Import Resource Page 125 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Incremental Fuel Cost The cost of the fuel consumed by a Generating Resource at a given Operating Level to produce the next increment of Energy Incremental Fuel Cost Curve The Incremental Fuel Cost of a Generating Resource as a function of its Operating Level Incremental Heat Rate The amount of fuel consumed by a Generating Resource at a given Operating Level to produce the next increment of Energy Incremental Heat Rate Curve The Incremental Heat Rate of a Generating Resource as a function of its Operating Level Incremental PT Self Schedule Quantity The positive difference between the PT Self Schedule Quantity specified in a RTM PT Self Schedule Bid Component and the Day Ahead Schedule for the same Trading Hour Initial Online Generating Resource State The Online Generating Resource State of a MSG before a State Transition Instruction
72. aeeeeaes 25 2 2 Application Content Area 0 cccceeececeeceeeeneeeeeaeeeeeeeceaeeeeaaesseneeeeeeeesaaeseeaaeseeeeeseaeeesaeeneaeeesaes 27 2 2 1 Filter Pane 30 2 2 2 Data Grid 34 DS BAGS n E E A A AA T 43 3 1 pay Ahcad Bias sr nin n a T E E S E OS 44 ge GREAT IMS Bis anaa a Senay cob au isee bogesy cbadans sae baaned ana duateee dduash ceeds uieea Moan gy coe aeieeS eogazig 49 3 3 Submitting or Canceling Bids ceccceceseeeeeeeeeeeeeeeeeeeeaeeeeeeeseeeesaaeeesaaeseeeeeseeeeseaeeeeaeeeeaes 51 3 3 1 Bid Summary Display 52 3 4 Bid Entry Walkthrough 2 02 4 c 5 secs een iee ieee EE AT eee eee dead EE eines 57 3 4 1 Transaction Walkthrough 61 3 4 2 Wheeling Walkthrough 62 GQ TAGES ii EET E E E E 65 4 1 Hourly Trade Detail Display 0 2 0 eee cece cece eeenneeeeeeaeeeeeeaaeeeeeeaaeeeeesaaeeeeeeaaeeeeeeaaeeeeeenaeeeeeeaaes 65 4 2 Trade Summary Display cccccccsceceeeeeceeeeeeeeeeeeeeeceaeeeeaaeeeeaeeseeeeesaaeeesaaeseeeeeseeeesaeeseneeeeaes 70 4 3 Trade Entry Walkthrough 00 ccceeeecceeeeeeneeeeeeaeeeeeeaaeeeeeeaaeeeseeaaeeeeeeaaeeeseeaaeeeeeeaaeeeeeeaeeeeneaaes 73 5 Advanced SUBMIT si ciutiavinacsnweneeniianinunarintensiinnnaeirentar ian nnmnnn nennen 77 GB POPMONOS wiicaticticnctenctsutucusicutuuensupueuaeupacusueupudmeieupeeueneusuensneupidmneupudmeieupemsteusuods 82 6 1 Creating Portfolio Displays ccccccccceeeeeceeeeeceeeeeceaeeeeaaeseeneecaeeesaaeseeaaeseeeeseaeessaaeseeneeeeaes 82 6 2 Save Bids to Cre
73. amount of a Regulation Up Obligation Trade Quantity Traded Spinning Reserve Obligation The amount of a Spinning Reserve Obligation Quantity Trade Trading Day A set of consecutive Trading Hours spanning a calendar day in the Market Horizon of a Day Ahead Market All Trading Days have 24 Trading Hours except for the Short Trading Day and the Long Trading Day Trading Hour A clock hour in the Market Horizon of a Day Ahead Market Trading Hub A standard aggregation of Locations defined by the ISO Trading Interval A sub hourly time period in the Market Horizon of a Real Time Market Trading Period A Trading Day or a Trading Hour Transition Ramp Time Ramp time between MSG States retrieved from MF as TRANS_TIME used to validate the Notification Time submitted in a bid Transmission Owner An organization that owns Network Branches Transmission Ownership Right A physical transmission right of a Transmission Owner on a Network Branch that is within the ISO Control Area but not under the ISO control Upper Charge Limit The highest stored energy that should be allowed ina LESR Upper Economic Limit The last highest Energy Bid Quantity of the Energy Bid Curve specified in an Energy Bid Component Upper Operating Limit The Maximum Capacity of a Resource incorporating any applicable derates Upper Regulating Limit The highest Operating Level of a Regulating Range Use Limited Resource A Genera
74. ample for Energy they include gt RUC price RUC quantity Capacity Limit Ind Pumping Level Pump Shutdown Cost Pumping Cost Price curve VV VV VV WV Distribution curve for a generating resource that consists of multiple individual generators Aggregate Resource Page 45 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 24 Hourly Components Page Generator Energy sser Hourly Bid Components 3 g D Real Time Bids Adv Submit Market Day Ahead Scheduling Coordinator PCG2 v Resource Generator X SET X 5 Monday May 06 2013 Ss JE EA osos 13 Display Mode Edit New Bid s S 4040404 4 IKE aa b E E fi B i BS Bs l B In the Hourly Components of the Inter Tie Self Schedule Standard you will see a different set of Components There is functionality for Export Resources that are Self Scheduling a field is available for Supporting Resource Figure 25 illustrates this display An Export may supply any valid Generating Resource to act as a Supporting Resource in order to be eligible for Export Priority See Market Instruments BPM for further details on Export Priority Section 5 2 2 4 Process for Exports to obtain PT Status Figure 25 Hourly Components Page Inter Tie S
75. arket and Trade Period with opposite Traded Ancillary Service Obligation Matching Energy Trade A Submitted Energy Trade by the Counterparty of an Energy Trade for the same Market and Trade Period at the same Location with opposite Traded Page 131 Date 11 4 2014 w amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Energy Maximum Capacity The maximum sustained Operating Level of a Generating Resource Maximum Daily Energy Limit The maximum Energy scheduled and dispatched from a Generating Resource within a Trading Day Maximum Daily Generating Energy Limit The maximum net Energy produced by a NGR within a Trading Day Maximum Daily Load Energy Limit The maximum net Energy consumed by a NGR within a Trading Day Maximum Daily Start Ups The maximum number of Start Ups allowed for a Generating Resource within a Trading Day Maximum Energy Curve Segment Number The maximum allowed number of Energy Bid Segments in Submitted Bids Maximum ETC Self Schedule Quantity The maximum ETC Self Schedule Quantity allowed for a Resource Maximum Export Capacity The maximum export capacity at a Virtual Demand Resource Location that is an Inter Tie Scheduling Point Maximum Generating Capacity The maximum generating capacity at a Virtual Supply Resource Location that is not an Inter Tie Sched
76. ated Portfolio Displays ccccccceeeeeseeceeeeeceeeeeeeaeeeeeeeseeeeeseaeeesaeeneneeesaes 85 6 3 Submitting Bids From Portfolio Displays ccccccceceeeeeeceeeeeceeeeeeeaeeeeaeeseneeeseaeeesaeeneaeeesaes 86 7 Indicator Viewer SCreen cccccccceeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeesseeeeeneeeeeeeeeeeseness 92 7 1 Viewing Information in the Indicator Viewer Screen sssssssssessiesssesrisseiesriesrinsernnrnnsenes 92 8 OTC Viewer SCre OM svecicicccsstncacesstuiedsanenasteataececcanasananananscdesnecanaennaucneusnewencescananes 94 8 1 Viewing Information in the OTC Viewer SCree n cccsccceeceeceeeeeeeaeeeeeeseeeeeseaeeesaeeseneeeeaes 94 9 Energy Forecast Sereen wiiciisciccccicccenecsncsctecteccssasanensnencseusnecasndenantneuenensecdsnweanas 96 9 1 Energy Forecast Screen sis stad nen aa aed eid area tice AM Nee 96 California ISO SIBR System Coordinator User Guide 10 Base Schedule Aggregation Portal BSAP ccccscssssssseeeeeeeeeeeeeeeeeeeees 99 10 1 BSAP SGre Gin iii a a evaabbeueapiaetd gin batiees weeks ala N aa 99 10 1 1 BSAP Base Schedule 99 10 1 2 BSAP Base Balance Viewer 103 11 ey 2 Ree ee par eR Rh eR oR ETE a a Re ee a 104 11 1 1 General Questions 104 11 1 2 Questions About Bids 106 11 1 3 Questions About Templates 108 11 1 4 Questions About Users and Permissions 108 Page 6 i SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping
77. ating Resource States from an Online Generating Resource State to the Offline Generating Resource State 0 Similar Trading Day The last Trading Day that is the same day of the week with a given Trading Day Source Bid The Bid used as a template to generate a Multi Period Bid it can be a forward Market Accepted Bid a DAM Clean Bid or a RTM Clean Bid All Bid Components are copied from the Source Bid into the Multi Period Bid Spinning Reserve An Ancillary Service from an Online Generating Resource an Inter Tie Resource or a Participating Load Resource to provide Energy within a specified time period after a Dispatch Instruction is issued Spinning Reserve Award An Award for Spinning Reserve from a Spinning Reserve Self Provision Bid Component and a Spinning Reserve Bid Component Spinning Reserve Bid Component A Bid Component for Spinning Reserve Spinning Reserve Capacity The Capacity designated for Spinning Reserve Spinning Reserve Obligation The Demand for which a Scheduling Coordinator is financially responsible for Spinning Reserve Spinning Reserve Obligation Trade A Trade of a Spinning Reserve Obligation Spinning Reserve Price The price of a Bid for Spinning Reserve Spinning Reserve Self Provision Spinning Reserve provided by a Scheduling Coordinator to primarily meet its own Spinning Reserve Obligation Spinning Reserve Self Provision Bid Compo
78. creen and ready to submit Page 90 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Real Time Bids Trades Adv Submit Portfolios Market Day Ahead Refresh Interval secs 10 Scheduling Coordinator 5cE1 S efrest Sunday January 7 2007 Resource Generator ALL oa prozo Display Mode AL zj 01 04 07 16 01 28 X 01 04 07 16 02 15 Xx 01 04 07 16 02 15 Xx Bid 11020 gt 11032 copied sucessfully to Sun 7 Jan 2007 Bid 11021 gt 11033 copied sucessfully to Sun 7 Jan 2007 Bid 11020 gt 11034 copied sucessfully to Sun 7 Jan 2007 Page 91 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 7 Indicator Viewer Screen The indicator Screen provides users with the ability to view special indicators that apply to ETC TOR self schedules ECA ACA Base Self Schedules and Wheeling Since these types of schedules must be submitted balanced the Indicator screen allows users to view balance indicators which will display Y if the schedule is balanced or N if it is not balanced by Contract Reference Base Reference and Wheeling Reference In the case of ETC TOR self schedules the Priority Indicator is also displayed for each Contract Reference which shows Y if the ETC or TOR self schedule is within its allotted entitlement amount or N if it is
79. d the SIBR Rules will generate the Counter Resource for the Transaction same methodology as when a Transaction bid is submitted Page 63 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future WTamblyn Hourly Bid Components Ja Rea Tee Bc Pac sit Convergence Bc Energy Forecast Market Day Ahead Scheduling Coordinator PWRX Scheduling Point BLYTHE_1Ni01 Y Resource INTER TIETRANSACTION Y PWRX BLYTHE_1_N101 BLYTHE1611 P w oo1aT Primary Tie BLYTHE161 vj Direction Import Y Tuesday August 12 114 Alternate Tie ALL 7 Energy Type Wheeing fosnzjis E3 Display Mode View Latest Submitted Bid s Y S PSE Identifier 001C T Y Conditionally Modified i Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG E P W 1012M Y Conditionally Modified PWRX CRAGVIEW_1_GN001 CRAG E P W 101258M Y Conditionally Modified PWRX CRAGVIEW_1_GN001 CRAG E P W 1012B8M Y Conditionally Modified Y a i y PWRX CRAGVIEW_1_GN001 CRAG E P W 10128M PWRX CRAGVIEW_1_GNOO1 CRAG E P W 10128M Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG P W 10128M Conditionally Modified PWRX CRAGVIEW_1_GN001 CRAG E P W 10125M Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG E P W 10125M Conditionally Modified PWRX CRAGVIEW_1_GNO01 CRAG E P W 10125M x PWRX CRAGVIEW_1_GN00 1 CRAG E P W 10125M 7 PWRX CRAGVIEW_1_GNOO1 CRAG E P W 10125M Y PWRX CRAGVIEW_1_GNOO1 CRAG E P W 101
80. d back in the data Note that column headers and totals if present remain stationary as data are scrolled Curve Data Some types of resources have associated curve data An example is the price curve data associated with a generator resource Cells associated with curve data contain an icon the icon is a link to another display that will appear when the icon is clicked For example Figure 19 illustrates a portion of a Price Curve column that is found on a bid data entry display There are two pieces of information in each row Price Curve ID Price curves are stored in the database Rather than require the user to re enter a great deal of duplicate price curve data the user interface allows the user to select a price curve that is already in the database The Price Curve ID is the unique identifier for a price curve that has been saved Icon dh The bar chart icon is a link clicking on the icon exposes a new window containing a grid that displays and allows entry and editing of curve data Figure 19 Icons In Grid re Price Curve ID wd d Chart Display Icon a Clicking on the icon opens a new window Figure 20 in a new web browser instance Page 37 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 20 Entering Curve Data Undo Button Update Button E 1 Siemens JSDK Te st Application Microsoft Internet Explorer
81. details of the bid click on a cell in the grid This will open a display with details For example gt To see hourly bid components click on the resource name Clicking on any of the individual bid component columns will also display hourly bid components e g in the EN SS STD etc columns gt To see daily bid components click in the Daily column to the right of the resource name The rightmost column indicates the status of the bid The remaining columns indicate whether data has been entered for the various components of the bid For example if a checkmark appears in the Daily column this means that some data has been entered for daily bid components NOTE The system has no way to determine if a data has been entered the checkmark simply indicates that some data has been entered Similarly the En column indicates whether some data components have been entered for an energy bid etc The display has two buttons Page 53 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Submit Bids button Submits the selected bids i e those for which the checkbox in the corresponding row have been checked Cancel Bids button Cancels the selected bids i e those for which the checkbox in the corresponding row have been checked In addition a single checkbox at the far left of the title row of the data grid
82. ds the actual columns shown may vary depending upon the type of resource Figure 26 is a portion of the Hourly Components page for a Real Time generator bid Note that the data entry grid has one row for each hour For Real Time bid entry the input accelerators are especially helpful they allow rapid copy and paste of data Refer to page 29 for information on Input Accelerators Note that even though it may feel like you are entering one bid for multiple hours you are really creating multiple bids For example if you completely fill in 24 rows on the Real Time bid entry pages you have created 24 separate bids The Real Time Hourly Components page is also very similar to its Day Ahead analog Again the major difference is that there is one row per hour Page 49 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 26 Real Time Bid Hourly Components Page z PCG2 v Generator Saturday May 04 2013 Energy os 0413 EA i Edit New Bid s OEE Hourly Bid Components Clear Undo Indate FRERERRRERRRR SIEMENS AG 2001 2004 5 3 13 15 05 32 PI Page 50 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 3 3 Submitting or Canceling Bids The bid submission pr
83. e bid 1 Review details of your bid 2 Click on any of the add links to add additional bid info 3 Click on any of the v to view edit entered data 4 Now you can choose to ES Cancel Market day s bid s L tait selected bid s e I Copy selected bid s to new sheet a Submit selected bid s to new date s Figure 29 Bid Entry 3 SSIBR DA Bid Summary Real Time Bids Adv Submit Convergence Bids OTC Viewer Market Day Ahead Refresh Interval secs 10 Scheduling Coordinator PCG2 v Monday May 13 2013 Resource TA A 0 05 13 13 Display Mode ALL X Submit selected bid s to new date s Copv selected bid s to Fdit selected Cancel Market day s bid s Page 60 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 3 4 1 Transaction Walkthrough This section will take the user step by step through the bid entry process The scenario used in this walkthrough is straightforward and designed to take the user through each of the basic bid entry steps To create a Transaction bid from the Hourly Components Product Display in the Market Header where Scheduling Coordinator is selected there are drop downs to select Resource INTER TIE TRANSACTION Scheduling Point Primary Alternate Tie Direction PSE Identifier Energy Type Hour Scheduling Coordinator FPPM v X Resource
84. e bid will be for the next available trading period If you wish to enter a bid for some other date use the Date Picker to select or enter the desired date Remember that Day Ahead bids may be submitted for a maximum of seven days in the future Resource This filter allows you to select the type of resource for which you wish to enter bid data Valid types are gt Generator gt Intertie gt Load gt MSG gt Non Generator Page 47 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Resource Name This filter allows you to select the resource name s for which you wish to enter bid data Note that this is a multi select filter it is possible to select multiple resources The selections shown depend upon the selection chosen with the Resource Type filter If for example Resource Type is Generator a list of generators will be shown Display Mode This filter is used to filter out the displayed bids based on their status Typical modes are display all bids display new editable bids or display submitted bids Remember that filters do not take effect until the Apply button is pressed Data Grid The data grid occupies the lower portion of the page it contains whatever data has been specified through manipulating the filters described above For bids that have been submitted it can display data from those bids For bids tha
85. e multi select hour filter or view all bids for the entire day Navigating to this Once logged in to the SIBR system the Hourly Trade Detail display can display be found under the Trades tab and Hourly Detail Tabular Controls KEA es ss oe oe To clear the contents The Clear button erases or clears the contents of all enterable fields on of a trade the tabular display without committing the changes to the database To cancel a trade The Cancel button undoes any changes and refreshes the display To update trade data The Update button commits any changes made on the display to the database To delete a trade The Delete button deletes any trade that s in the created state To create anew trade The New button creates a new trade based on selected filter criteria Application Functions Add to Portfolio Submit Trade s Cancel Trade s Page 65 California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide To add trades to a portfolio To submit trades To Cancel trades Another way to cancel trades To edit trades Copy selected trade s to new trading day Submit selected trade s to future date s Filters Market Date The Add to Portfolio button adds the currently selected trade s to a given portfolio The Submit Trades button submits selected trades to the market for processing Trades are selected via the checkbox in the multi f
86. e or In The system database provides a scratchpad area for bids while they Process Bids are being prepared Once bid data have been entered clicking the Update button on the Daily or Hourly Components page causes data to be saved to the database A bid is not submitted for consideration by the system until an authorized SC formally submits the bid from the Summary page One of the benefits of this arrangement is that it is not necessary to enter a bid from start to finish in one session Portions may be entered the incomplete bid saved completed at a future time possibly by a different person and ultimately submitted from the Summary page Multiple Bids Bid data entry pages allow the SC to enter data for multiple bids on the same page For example if an SC is responsible for bidding three generators it is possible to view all three at the same time and more importantly for data entry purposes to use the page s input accelerators to minimize the amount of typing required Page 21 SIBR Scheduling Version 5 0 2 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Page 22 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 2 Common UI Features amp Navigation There are a number of elements that appear on all or many GUI pages We ve already talked about some of them Portal Menu Application Men
87. elf Schedule DADA Hourly Bid Components clear Undo Page 46 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future To minimize the amount of work required to enter a bid the GUI is structured so that Bid Level Components are entered only once Hourly Components are entered on a separate page with one set of values per hour input accelerator tricks are provided to allow rapid copy paste of values for multiple hours Refer to the Input Accelerators section on page 29 Navigating To Day To navigate to the Day Ahead bid entry displays Ahead Bid Entry E eer Displays On the application menu click Day Ahead Select the desired display gt Ifyou wish to enter Daily Bid Components click Daily Components on the menu gt If you wish to enter Hourly Components click Hourly Components on the menu gt If you wish to enter Hourly Display click Hourly Display on the menu for Interties Wheeling Dispatch Option and for Generators Gen Capacity Limit gt If you wish to review submit or cancel bids click Bid Summary on the menu Filters on the Day The Day Ahead page contains a number of filters immediately below the Ahead Display menu Filters on the Daily Components Page are Date Picker This is used to select the market date for which this bid will apply By default the system assumes th
88. ending pointing down means descending Key The small number in the triangle indicates which column is the first second etc sort key Up to 9 sort keys may be established in this way As implied above sorting may be ascending descending or none Clicking once sorts in ascending order Clicking a second time on the same column changes the order to descending Clicking on the same column for a third time removes sorting By clicking on the grid s Restore Default Sort button all sort keys can be removed and the sort order returned to default Figure 18 Controlling Sort Order J Clear cancel update Startup Time Curve First sort key Ascending Scrolling the Grid Scrolled Grid Cost Curve Minimum Load MinCost Pumping Cost Ramp Rates Energy Limits Min Man 3 Block Bid Hours MWh mAh Often the data grid of a tabular display is not large enough to display all the data in the corresponding columns of the database In such a case the grid may be configured to be scrolled Regulating mwh Op Reserve MWh Operational Second sort key Descending Some tabular grids may be configured for scrolling In such a case a scroll bar will be present on the right edge of the grid This scroll bar is Page 36 SIBR Scheduling Version 5 0 E California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future used to move forward an
89. ge The Capacity range of an Energy Bid Curve between the LEL and UEL inclusive Energy Bid Segment A segment of an Energy Bid Curve between two successive Energy Bid Quantities Energy Consumption Forecast The forecasted energy consumption for the load served behind the meter of a Generating Resource over a Dispatch Interval Energy Forecast The Energy Production Forecast or the Energy Consumption Forecast for a Generating Resource over a Dispatch Interval Energy Forecast Period The time period for which an Energy Forecast applies Energy Imbalance Market The extension of the Real Time Market to BAAs other than the CAISO Energy Limit A lower or upper limit on the amount of Energy scheduled and dispatched from a Resource within a Trading Day Energy Limit Bid Component A Bid Component for Energy Limits Energy Price Index The historical average marginal price for Energy for a specific Resource over a time period Energy Production Forecast The forecasted energy production of a Generating Resource with variable energy production over a Dispatch Interval Energy Self Schedule Resource Designation from Master File that limits the resource as being able to only provide Energy Self Schedules includes pumping Self Schedule in Page 120 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR
90. gins again as shown in Figure 1 Note that the GUI allows the SC to use a Conditionally Valid Valid Bid or a Conditionally Modified Modified Bid or MF Inserted as the basis for a new bid for re submission Leave the Conditionally Modified Modified or Conditionally Valid Valid or MF Inserted bid as is to be processed in the designated CAISO market Figure 3 Day Ahead Bid Processing Page 14 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Starting with a bid that has passed previous validation steps Temporarily Valid Bid Bid the bid may be Modification modified by the system to produce something Conditionally called a Conditionally Valid Bid Valid or Conditionally Modified Bid Conditionally Modified Bid At this point the SC may Choose to accept the bid Re Submit Cancel as modified by the Bid Bid System cancel it or Re submit it Accepted Bid Master File Data and Master File changes are introduced into the system once per day Since Conditional Status Master File changes may affect bid acceptance all bids must be re validated after the final Master File update and before the designated trading period when the bid will take effect This explains the use of the word Conditionally in our earlier discussion of Bid Processing Bids for the Day A
91. gt J Price Curve 2 Update 200 00 15 00 250 00 20 00 Price 375 00 400 00 SIEMENS AG 2001 2004 1 11 07 15 Price Chart Quantity Page 38 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 The grid in this display contains curve information in this example quantity MW and price This type of display is used for initial entry of new curve data Important components of this display are Cancel Button Cancels data entry But does not delete any data that may have been entered and saved previously Update Button Saves data to the database Chart Provides a graphical view of curve data Page 39 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Message Area The area immediately below the grid is used for messages This area expands and shrinks as necessary to accommodate any messages that the application believes are of interest to the user Figure 21 illustrates several messages in this case informative messages related to the updating and sorting of data in a table The messages that appear in this area are related to actions that the user has recently taken e g applying a filter incorrectly typing an alphabetic character in a numeric field clicking the Save button etc A
92. hat Trading Hour It is used for MOO status determination RA Resource A Resource with Resource Adequacy requirements Ramp Rate The rate of change of the Operating Level of a Resource Ramp Rate Bid Component A Bid Component for Ramp Rates Ramp Rate Bid Curve The Ramp Rate curve of a Non Generator Resource Real Time Base Schedule First Cutoff Time The first cutoff time when Base Schedules can be submitted in the RTM for the Active Hour Real Time Base Schedule Second Cutoff Time The second cutoff time when Base Schedules can be submitted in the RTM for the Active Hour Page 143 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Real Time Base Schedule Third Cutoff Time The third and last cutoff time when Base Schedules can be submitted in the RTM for the Active Hour Real Time Demand Forecast First Cutoff Time The first cutoff time used in the RTM to retrieve the Demand Forecast for an EIM BAA for the Active Hour for Base Schedule balancing validation Real Time Demand Forecast Second Cutoff Time The second cutoff time used in the RTM to retrieve the Demand Forecast for an EIM BAA for the Active Hour for Base Schedule balancing validation Real Time Demand Forecast Third Cutoff Time The third cutoff time used in the RTM to retrieve the Demand Forecast for
93. he rate at which a Participating Load Resource can increase its electric power consumption Load Reduction The reduction of electric power consumption of a Participating Load Resource from its Base Load Load Reduction Initiation The process where a Participating Load Resource decreases its electric power consumption from its Base Load Page 129 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Load Reduction Initiation Bid Component A Bid Component for Load Reduction Initiation Load Reduction Initiation Cost The Operating Cost associated with Load Reduction Initiation Load Reduction Initiation Instruction An Instruction to a Participating Load Resource to decreases its electric power consumption from its Base Load Load Reduction Initiation Instruction A Dispatch Instruction issued to a Participating Load Resource for Load Reduction Initiation Load Reduction Initiation Time The time period required for Load Reduction Initiation after a Load Reduction Initiation Instruction is issued Load Resource A Resource that consumes Energy Load Self Schedule A Self Schedule from a NGR in load mode Load Self Schedule Bid Component A Bid Component for Load Self Schedules Load Serving Entity A market participant that is an agent for Load Resources Load Ser
94. head Award for Regulation Down Day Ahead Regulation Up Award A Day Ahead Award for Regulation Up Day Ahead RUC Award A Day Ahead Award for RUC Capacity Day Ahead Schedule A Schedule produced by a Day Ahead Market Day Ahead Spinning Reserve Award A Day Ahead Award for Spinning Reserve Daytime Type The daytime certification for a Virtual Resource Location ON valid only during On Peak Trading Hours OFF valid only during Off Peak Trading Hours ALL valid during all Trading Hours Default Ancillary Service Bid Price The default Ancillary Service Bid Price used for a Resource with no Ancillary Service Bid Page 116 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Component Default Energy Bid Price The default Energy Bid Price used for a Resource with no Energy Bid Component and no registered cost information Default Generation Aggregation Point The Generation Aggregation Point that includes all Generating Resources in a BAA it may be used as an Inter Tie Scheduling Point Default Regulation Mileage Bid Price The default Regulation Mileage Bid Price used for a Resource with no Regulation Mileage Bid Component Default RUC Bid Price The default RUC Bid Price used for a Resource with no RUC Bid Component Deleted Bid A Clean Bid deleted by SIBR after the relevant Market Close
95. head market may be submitted up to 7 days in advance Therefore a bid that is submitted on Monday afternoon for Thursday s Day Ahead Market that has a status of Conditionally Valid must be re validated after the close of the Thursday market to take into account any Master File changes that may have occurred Bids will retain the status of Conditional until the master file update has occurred for the designated trading period Page 15 California ISO SIBR Scheduling Coordinator Users Guide Version 5 0 Date 11 4 2014 Shaping a Renewed Future Validation After Master File Update Bid Processing After Master File Update After the Master File has been updated all validated via a process very similar to what illustrated in Figure 4 conditional bids are re we ve seen previously as Figure 4 Bid Validation After Master File Update Conditional is because they were adjudged valid prior to Master File update so they must be validated again to produce a Temporarily Valid Bid Conditionally Valid Bid Temporarily Conditionally Modified Bid Bid No Valid gt J Yes Valid Bid Also after the Master File is updated the Bid Processing steps are repeated this time to produce either a Valid Bid or a Modified Bid Page 16 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future
96. i e upper left can be used to select all rows this shortcut makes it unnecessary to click on the checkbox in every row To Submit Bids As described above the checkboxes in the various columns for a particular resource indicate whether bid information has been entered for each product associated with the resource Note that not all products are required to have bids Use this summary information to determine if the bid information has been entered Click on the resource name or elsewhere on a row to see details If the bid information for a resource is complete click the checkbox for that resource Then click the Submit Bids button This will submit all bids for which the checkbox has been checked If a bid for a resource is already in the system and a new bid is submitted the new bid will replace the older bid There is no limit to the number of times a bid for a resource may be submitted the most recently submitted bid will always be considered by the system any others will not be considered To Cancel Bids Click the checkbox for each bid to be canceled Then click the Cancel Bids button This will remove the bid s from consideration by the system Note A bid may not be cancelled for a market that has closed Bids may only be canceled for markets that are still open and for bids that are not Invalid rejected or in submit status To Delete Bids Click the checkbox for each bid to be deleted Then click the
97. ical Resource Bid A Bid for a Physical Resource Price Precision The minimum price precision allowed in a Bid Price Taker An Energy Bid Quantity without an explicit Energy Bid Price effectively at the lowest possible Energy Bid Price for Supply or the highest possible Energy Bid Price for Demand Primary Inter Tie The Inter Tie associated with an Inter Tie Resource for tagging Schedules and Awards from associated Bids when the Open Tie Status is not set for these Bids Priority Indicator An indicator for each TOR ETC and Trading Hour that indicates whether the corresponding TOR ETC has passed or failed TOR ETC Entitlement validation Proxy Demand Resource A logical Generating Resource used to model demand response Proxy Minimum Load Cost An approximation of the actual MLC for a Generating Resource registered with a Minimum Load Cost Basis of Proxy Cost Proxy Start Up Cost Curve An approximation of the actual SUC for a Generating Resource registered with a Start Up Cost Basis of Proxy Cost Page 141 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Proxy State Transition Cost An approximation of the actual STC for a MSG State Transition between Online Generating Resource States Pseudo Tie A Generating Resource within a Control Area Native Control Area but under the operational control of another Control
98. ich places limitations on the ISO s operational control of Network Branches owned by the Participating Transmission Owner Existing Transmission Contract Calculator An ISO application that publishes ITC OTC and TOR ETC Entitlements Export Resource A Resource that consumes Energy exported out of a BAA Page 121 amp gt California ISO wy Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Export Resource Bid A Bid for an Export Resource External Bid Status The Bid Status exposed to the User External Control Area A Control Area not modeled in the Full Network Model An External Control Area has inter connections with the CAISO Control Area and with other Control Areas The inter connections of the CAISO Control Area with External Control Areas are modeled as radial inter ties Extra Long Start Unit A Generating Resource with a long Start Up Time that requires a Start Up instruction in advance of the DAM Extra Long Start Unit Commitment The Start Up of an ELS in advance of the DAM Fast Start Unit A Generating Resource certified for Non Spinning reserve in the RTM it must have a Start Up Time not greater than 10 minutes Final Multi Period Bid A promoted Multi Period Bid for a Trading Day after the Active Day in a Day Ahead Market Horizon or a Trading Hour after the Active Hour in a Real Time Mar
99. ied Bid What Happens If I Submit The Same Bid Twice Yes This is true for both conditionally modified and modified bids In both cases the new bid replaces the old and will be sent through the full validation process again This process can be repeated until the designated market closes The system allows only one bid to be active for a resource for each target trading day or trading hour in the case of the Real Time Market If you submit multiple bids for the same resource and date the newer bid will replace the older The older bid is effectively canceled and will no longer be considered by the system However all bids that have been submitted are stored by the system so the older bid will be available for viewing by a valid SC 11 1 2 1 Recurring Bids Can I Submit a Bid for Multiple Days How are Recurrent Bids Stored Can I Modify Just One Day of a Recurrent Bid What If Want To Modify Every Day Yes but it helps to understand what really happens behind the curtain When you submit a bid for seven days what is really happening behind the scenes is that the system creates 7 separate bids and submits each Each bid goes through validation and potential modification steps separately Each bid will be validated and potentially conditionally modified shortly after it is submitted But remember in our overview Chapter 1 2 1 we talked about the Master File Master File updates and how they ma
100. ies and Transactions that may have Wheeling If the bid is on a registered Intertie the Counter Resource must be the other Wheeling Transaction bid and the Registered Resource check box must be selected Wramblyn Hourly Bid Components ecean Rest Te Bs ady Submit Pe converses bs Energy Forecast Market Day Ahead Scheduling Coordinator PWRX Scheduling Point 3 Resource Inter Tie v PWRX_CTW230_I_WHL_DCTCB1 a Primary Tie Direction Import Y Refresh Tuesday August 12 114 Alternate Tie ALL Energy Type Wheeling Y os 12 14 EB Display Mode Edit New Bid s a PSE Identifier 001CLT Pwrx_c JHL_DBLCA1 PWRX_CRAG_E_WHL_DBLCA1 FREE RRR RR ERE Import Bid uses Export Counter Resource the Export Bid uses the Import Counter Resource Page 62 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future If the bid is on a Transaction then the Scheduling Coordinator Scheduling Point Primary Tie PSE Identfifier must be supplied that when applied and submitted will generate the Counter Resource using the Transaction MRID for the other Wheeling Transaction WTamblyn Hourly Bid Components 72e CL Rest Te Be ady submit Convergence Bde Energy Forecast Market Day Ahead Scheduling Coo
101. ified Bid for dates beyond the latest Master File date and would be a Modified Bid for the date the last Master File was received Some examples of when a bid would be modified by the SIBR system are as follows gt The Regulation Mileage Up or Down was not included in the submitted bid when a Regulation component did exist SIBR will insert the Regulation Mileage bid at the default cost gt The energy bid curve range specified in a bid does not cover the Reliability Availability Obligation for the resource SIBR will extend the energy bid curve to cover the additional capacity specified for the resource At this point the SC has the option to view the bid and Cancel the bid in which case the bid is retained in the system database as a Cancelled Bid Cancelled bids will not be further processed Page 13 E3 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 o Note Cancel is used for Market Accepted bids those are bids that are in a Conditionally Modified Modified or Conditionally Valid Valid or MF Inserted status Do not use Delete for Market Accepted bids Delete is for bids that are in a Create Invalid or Rejected status Modify and re submit the bid in which case the original bid is retained in the system database as an Obsolete Bid Obsolete bids will not be further processed If the bid is re submitted processing be
102. ime that elapses between a Shut Down Instruction and the next Start Up Instruction issued to a Resource Cooling Time Break Point A Cooling Time that defines the start or the end of a segment in a Start Up Time Bid Curve or a Start Up Cost Bid Curve Created Bid A Bid that has been created by a User Credit Indicator An indicator received from CTS for a Virtual Resource Bid indicating whether there is sufficient credit collateral to support that Bid Approved Disapproved and Error Credit Release The action of sending a Virtual Resource Bid to CTS to release credit Credit Request The action of sending a Virtual Resource Bid to CTS to request credit Credit Status The financial status of a Bid in SIBR Pending Request Pending Response Approved Disapproved and Canceled Credit Tracking System The credit management and approval system CTS Communication Status The administratively set and persistently maintained in SIBR status of SIBR CTS communication On allows sending Bids to CTS Off suppresses sending Bids to CTS Custom Generation Aggregation Point The Generation Aggregation Point that includes a custom set of Generating Resources in a BAA it may be used as an Inter Tie Scheduling Point Page 115 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator User
103. in Click on Trades and then the Hourly Detail tab to bring up the Trade Hourly Detail display Step 1 Define trade Define the trade criteria via the filters on the Hourly Trade Detail display cmeria 1 Select the Market for the trade Select the Date when the trade will apply Select the Product which will be traded Select the From and To parties involved in the trade a FO DN Select a Location where the trade will take place 6 Select the Hours for which the trade will apply For further help defining trade criteria refer to section 4 1 fora description of all of the filters 1 lick Apply when all trade criteria has been entered Trade Summary Real Time Bids Adv Submit Convergence Bids 2 Market Day Ahead v Scheduling Coordinator PCG2 v Trade Type Inter SCTrades v Refresh Interval secs 10 Product Type Energy E Location ALL B Monday May 13 2013 From a 3 05 13 13 EE Display bnfi A ho Trade Summary Product Type 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Step 2 Create a new Generate and name the new trade trade 1 Click the New button in the tabular controls 2 For physical trades enter the name of the trade Click Ok Market Day Ahead Scheduling Coordinator Jota K Trade Type Inter 5 Trades Refresh Interval secs 10 2 Product Type PHY Energy Location ELSEGN
104. ing b Page 133 w amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide RUC participation and c gross versus net settlement Minimum Daily Energy Limit The minimum Energy scheduled and dispatched from a Generating Resource within a Trading Day it is used to specify maximum pumping Energy for PSH units Minimum Daily Generating Energy Limit The minimum net Energy produced by a NGR within a Trading Day Minimum Daily Load Energy Limit The minimum net Energy consumed by a NGR within a Trading Day Minimum Down Time The minimum duration that a Generating Resource must stay off from a given Online Generating Resource State after a State Transition from that State onto another Generating Resource State including the Offline Generating Resource State Minimum Energy Bid Segment Size The minimum required size of any Energy Bid Segment in a Virtual Resource Energy Bid Component Minimum Gen to Pump Down Time The minimum duration that a PSH must stay Offline between generating and pumping operations Minimum Hourly Block The minimum number of consecutive Trading Hours that an Inter Tie Resource must be scheduled if at all Minimum Load The minimum sustained Operating Level of a Generating Resource Minimum Load Cost The Operating Cost of a Generating Resource operating at its Minimum Load
105. ing a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide 11 1 2 Questions About Bids Can a Bid Contain More Than One Resource Can Submit a Partial Bid So What Constitutes a Complete Bid If My Bid is Rejected Can See What Was Wrong If My Bid is Modified Can I See What Was Changed What About Short and Long Days A bid is strictly defined by the rules engine as being for one resource and for one bid period in the case of a day ahead bid for example this would be one 24 hour period However the user interface is designed to allow you to enter data for multiple resources on the same screen However these become multiple bids when they are submitted You can and it may even be accepted Bids undergo two basic validation steps the first verifies that all required content is included in the bid the second validates those contents and potentially modifies them The absence of required components can cause the bid to be rejected outright However in some cases the bid modification process can fill in omissions In such a case the modified bid could be accepted You can also create a partial bid save it without submitting complete it at some later time and then submit it A complete bid will include all commodities and self schedules for a resource that a user intends to submit to the CAISO Day Ahead or Real Time market Some generating res
106. ion Generating Resource Start Up Bid Component A Generating Resource Bid Component for Start Up Generating Resource State The operating configuration indicator for a Generating Resource All Generating Resources have an Offline Generating Resource State 0 and a default Online Generating Resource State 1 MSGs have additional Online Generating Resource States 2 3 etc Generating Resource TOR Self Schedule Bid Component A Generating Resource Bid Component for TOR Self Schedules Generating Self Schedule A Self Schedule from a NGR in generating mode Generating Self Schedule Bid Component A Bid Component for Generating Self Schedules Generation Aggregation Point An aggregate Location comprised of Generating Resources in a BAA Greenhouse Gas Bid An Energy Bid Curve Price adder that applies to EIMPR and expresses the additional cost for complying with emission regulations for energy imports to California Greenhouse Gas Energy Cost Allowance Curve A greenhouse gas emission cost adder to the generated Energy Bid Curve for a Generating Page 124 Date 11 4 2014 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Resource or MSG configuration Greenhouse Gas Minimum Load Cost A per MW greenhouse gas emission cost adder to Allowance the Proxy Minimum Load Cost for a Generating
107. ion 5 0 Coordinator Users Guide Regulating Ramp Rate Bid Component A Bid Component for Regulating Ramp Rate Regulating Range The Operating Level range within which a Generating Resource may provide Regulation Regulation An Ancillary Service provided by a Resource that is dynamically controlled to maintain the frequency and Net Interchange of the ISO Control Area Regulation Down Downward Regulation Regulation Down Award An Award for Regulation Down from a Regulation Down Self Provision Bid Component and a Regulation Down Bid Component Regulation Down Bid Component A Bid Component for Regulation Down Regulation Down Capacity The Capacity designated for Regulation Down Regulation Down Obligation The Demand for which a Scheduling Coordinator is financially responsible for Regulation Down Regulation Down Opportunity Cost The long term opportunity cost for providing Regulation Down Regulation Down Price The price of a Bid for Regulation Down Regulation Down Self Provision Regulation Down provided by a Scheduling Coordinator to primarily meet its own Regulation Down Obligation Regulation Down Self Provision Bid Component A Bid Component for Regulation Down Self Provision Regulation Down Self Provision Capacity The Capacity designated for Regulation Down Self Provision Regulation Energy Management Master File designated reso
108. ket Horizon STUC Final Online Generating Resource State The Online Generating Resource State of a MSG after a State Transition Firm Import Resource An Import Resource that is supported by Spinning Reserve it is registered with an Energy Type of FIRM Forbidden Operating Range A range of Operating Levels within which a Resource cannot operate in a stable manner and must ramp through Forward Bid Resource Resource from Market Accepted Bid that can be used in the STUC Rule Flow If there is a SIBR temporary administrative addition to the Forward Bid Resource exception list for a resource that resource will not be allowed to use a Forward Bid Fuel Source The registered fuel used by a Generating Resource to produce Energy Full Network Model The Network used in the Market it includes the CAISO and several other BAAs Gas Price Index The average natural gas price at a specific Location and period of time Page 122 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Generated Bid A Clean Bid generated by SIBR after the relevant Market Close Time Generating Capacity Limit A limit for the total Non Generator Resource generating Capacity that can be used for Commodities in DAM and RTM Generating Resource A Resource that produces Energy Generating Resource Ancillary Service
109. l Time bids there are two categories of data that must be entered Daily Components These are parameters that are associated with the resource for the trade day not with an individual market or hourly intervals of the bid Hourly Components These are parameters that may vary from one hour to the next through the market period To minimize the amount of data entry separate screens are supplied for entry of the two types of data this is true for both Day Ahead and Real Time bids Page 43 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 3 1 Day Ahead Bids Bids for a Day Ahead Market are submitted for a full 24 hour period and may be submitted up to 7 days ahead of the target market date Bids may be for energy or ancillary services Data required for Day Ahead bids are divided into two broad categories Daily Components These apply to the entire trade day Using a generator resource as an example Hourly Components These may be different for each hour of the bid period Figure 23 illustrates the display used for entering and viewing daily components The exact contents of this display will vary depending upon the type of resource Using a generator resource as an example these include gt Startup information cost curve time curve gt Minimum Load information gt Ramp Rate information gt Minimum and Maximum Energy Limit infor
110. m advanced filtering Export By clicking on this button the user may export grid contents either displayed contents or the entire contents of the database table s used to populate the grid to Microsoft 3 Excel Microsoft Word or an XML file Note that a configuration parameter controls the maximum number of rows that may be exported This number is quite large it is rare that tables exceed this size Print This button prints the contents of the grid D Note that there is another print button in the common functions area of the display That button prints the contents of the entire display Page 35 E3 California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Sorting the Grid Sort Triangle Sort Key Restore Default Sort a ao Daily Bid Components The sort order of a tabular grid is established in the configuration file for that grid The User may change the sort order by clicking on the title row fora column For example in the grid illustrated in Figure 18 the user has clicked once on the Minimum Load Minimum Cost header and twice on the Energy Limits Max header This changes the sort order of the grid by making the Minimum Cost column the primary sort key and Max the secondary sort key A small triangle appears in the header row to indicate Sort order The orientation of the triangle pointing up means asc
111. mation gt GHG Price for EIM Participating Resource Figure 23 Daily Components Page Daily Bid Components oe i Real Time Bids Adv Submit Convergence Bids Market Day Ahead a Scheduling Coordinator EDF3 v Tuesday November 4 2014 Resource Generator SET zj 11 04 14 E Display Mode Edit New Bid s la Startup Minimum Load Ramp Rates Energy Limits Time Curve Cost Curve Min Cost Operational R Oe Regulating Min Max ISl X a E L A E a E L Page 44 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 23 2 illustrates the display used for entering and viewing daily components Using a Non Generator resource as an example these include gt Charge Limit Min Max gt Ramp Rate information Figure 23 2 Daily Components Page Daily Bid Components e 3 O GR bD Real Time Bids Adv Submit Convergence Bids Market Day Ahead Thursday May 9 2013 Resource Non Generstor SET O Ee 0509 13 EA Display Mode View Latest Submitted Bid s _ Clear Undo Hourly Components may be different for each hour of the bid period Figure 24 illustrates the display used to enter and view hourly components Again we use a generator resource as an example As with daily components the exact columns may vary depending upon the type of resource Generator Inter Tie Load MSG or Non Generator In our generator ex
112. n that is not an Inter Tie Scheduling Point Virtual Load Resource A Virtual Demand Resource at a Virtual Demand Resource Location that is not an Inter Tie Scheduling Point Virtual Resource A non physical non registered Resource that may only participate in the DAM with Energy Bid Components Virtual Resource Bid A Bid for a Virtual Resource Virtual Resource Bid Market Close Time The latest time that a Virtual Resource Bid can be submitted in a DAM in advance of the relevant Active Day It must not be later than and not earlier than one hour before the Market Close Time Virtual Resource Location A Location for a Virtual Resource Virtual Resource Position Limit The maximum administrative limit allowed for the aggregate Energy Bid Quantity in the Virtual Resource Bids from all SCs of a CB Entity at a Virtual Resource Location Virtual Supply Resource A Virtual Resource for Supply Virtual Supply Resource Bid A Bid from a Virtual Supply Resource Virtual Supply Resource Location A Location for a Virtual Supply Resource SIBR rules support different sets for Virtual Supply Demand Resource Locations but these sets are identical in implementation Western Electricity Coordinating Council The authoritative body setting standards for the reliable operation of the interconnected electrical system between Western Canada Mexico and the Western United States Wheeling
113. nd Select Manage Bids from sub menu 15 Click on portfolio name you would like to use Portfolio Sheets will become visible Figure 44 above 16 Click on individual portfolio sheet same you would like to submit Figure 47 Page 88 7 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 17 Click on Use Bid s from Sheet and select one or more bids you would like to submit or select use and submit bids from sheet if you want to submit without viewing bids Figure 48 18 Select Trade Day for bid submission Figure 49 19 Bids are copied to summary screen and are ready to submit Figure 47 Select portfolio sheet Day Ahead Bids Real Time Bids Io Bid Portfolio Weekend Portfolio Scheduling Coordinator SC_SCE1 Go a Bid Portfolio Listing EE Weekend Portfolio Figure 48 Select Use Bids From Sheet Page 89 S Cali fornia ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 day Ahead eiss f Realtime sias trades adv sumt Sheet Weekend Generation Bids Scheduling Coordinator 5C_5CE1 AWEDE sheet Bids M delte ELSEGN_7_UNIT 4 M delete ELSEGN_7_UNIT 3 Figure 49 Select Trade Day Sheet Bid Market DAM Scheduling Coordinator 5C_SCE1 Start Date Puoro EA End Date No End Date C End Date proyo A N Figure 50 Bids are copied to summary s
114. nd all future bid processing steps can be said to be performed in the background This means that the system will not immediately inform the SC of errors After the validation process has completed the system remembers any errors it will then inform the SC that validation has completed and will present error analysis to the SC If the SC has logged off error analysis will be available the next time s he logs on If all validation up to this point passes the bid becomes a Temporarily Valid Bid If validation fails the bid becomes an Invalid Bid For the sake of simplicity failure paths are not shown in Figure 2 So now the system has a Temporarily Valid Bid Based upon market requirements and prior agreements the bid may either be accepted as is or modified by the system Figure 3 shows the first portions of Bid Processing in flowchart form The system analyzes the Temporarily Valid Bid produced in Figure 2 Depending upon master file data data contained in the bid and market rules SIBR may automatically modify the bid to produce a valid bid that can be accepted into the designated CAISO market If the bid is acceptable to the system as is it is called a Conditionally Valid Bid for dates beyond the latest Master File date and would be a Valid Bid for the date the last Master File was received If the bid is acceptable only after the system has automatically modified it it is called a Conditionally Mod
115. nent A Bid Component for Spinning Reserve Self Provision Spinning Reserve Self Provision Capacity The Capacity designated for Spinning Reserve Self Provision Start Date Time The date and time that designate the start of a time Page 149 Date 11 4 2014 amp gt California ISO wy Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide period such as a Bid Period Start Up The process where an Offline Generating Resource is started up and is synchronized with the grid Start Up Bid Component A Bid Component for Start Up Start Up Cost The Operating Cost for a Generating Resource to Start Up Start Up Cost Basis A Generating Resource option applicable to all start capable MSG configurations that indicates the basis of the SUC determination Registered Cost The SUC is registered Proxy Cost The SUC is bid but it cannot be higher than an approximation of the actual SUC Start Up Cost Bid Curve The Start Up Cost versus Cooling Time curve in a Generating Resource Start Up Bid Component Start Up Cost Curve The registered Start Up Cost versus Cooling Time curve for a Generating Resource registered with a Start Up Cost Basis of Registered Cost Start Up Energy The Energy consumption of a Generating Resource to complete a Start Up Start Up Energy Cost The cost of Start Up Energy Start Up Energy C
116. neral terms how an SC interacts with the system via the user interface FAQ where we answer questions some which have come from customers and some that we ve made up ourselves on behalf of customers A bid is an offer for the supply or demand of a market commodity for a specified market The CAISO has adopted the use of a single energy curve for all services offered by a single resource A bid in the CAISO SIBR system will contain all commodities and self schedules being offered to a specified CAISO markets on a resource Figure 1 illustrates the process of creating and submitting a bid In this case we are discussing a bid for the Day Ahead Market Note that flowcharts for the complete Day Ahead and Real Time processing flow are included in Appendix B Figure 1 Day Ahead Bid Creation amp Submission Page 9 E3 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 How is a Day Ahead Bid Validated A bid is created by a System Bid Coordinator SC using the Creation CAISO SIBR GUI This results in a Created Bid Created that is saved in the system s Bid database When the SC has completed Bid creation of a bid s he uses the Submission GUI to submit the bid which results in something Submitted called a submitted bid After Bid a bid is submitted the system will act on the bid Although
117. ng Reserve Price The price of a Bid for Non Spinning Reserve Non Spinning Reserve Self Provision Non Spinning Reserve provided by a Scheduling Coordinator to primarily meet its own Non Spinning Reserve Obligation Non Spinning Reserve Self Provision Bid Component A Bid Component for Non Spinning Reserve Self Provision Non Spinning Reserve Self Provision Capacity The Capacity designated for Non Spinning Reserve Self Provision North American Electric Reliability Council The authoritative body with the mission to ensure that the bulk electric system in North America is reliable adequate and secure Notification Time The notification time for completing a MSG State Transition between Online Generating Resource States biddable Obsolete The Bid Status of a Bid made obsolete by a Submitted Bid for the same SC Resource Resource Type Market Type and Bid Period with a later Bid Submission Time Obsolete Bid A Bid made obsolete by a Submitted Bid for the same SC Resource Resource Type Market Type and Bid Period with a later Bid Submission Time Offline The Commitment Status of a Generating Resource that is not connected to the grid Off Peak RLC Curve A proxy Energy Bid Curve used for RA Import Resources during Off Peak Trading Hours Off Peak Trading Hour A Trading Hour during off peak load conditions as specified by WECC Mon Sat 0 00 6 00 and 22 00 24 0
118. nt A Participating Load Resource Bid Component for Ramp Rates Participating Load Resource RUC Bid Component A Participating Load Resource Bid Component for RUC Capacity Participating Load Resource Self Schedule Bid Component A Participating Load Resource Bid Component for Self Schedules Participating Load Resource TOR Self Schedule Bid Component A Participating Load Resource Bid Component for TOR Self Schedules Participating Transmission Owner A Transmission Owner that has transferred control Page 140 Date 11 4 2014 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future of its Network Branches to the ISO Pending Bid Approval Option An administrative option Y N persistently maintained in SIBR and controlling whether Valid Virtual Resource Bids with Credit Status of Pending Response are approved and promoted to Clean Bids Y or invalidated N after the DAM Market Close Pending Request The Credit Status assigned to a Submitted Virtual Resource Bid In implementation an unassigned Credit Status null is interpreted as a Credit Status of Pending request Pending Response The Credit Status assigned to a Conditionally Valid or Valid Virtual Resource Bid after it is sent to CTS for Credit Request Physical Resource A physical Resource that can actually produce or consume Energy Phys
119. nt for Energy Inter Tie Resource ETC Self Schedule Bid Component An Inter Tie Resource Bid Component for ETC Self Schedules Inter Tie Resource ETC Self Schedule Bid Component An Inter Tie Resource Bid Component for ETC Self Schedules Inter Tie Resource Non Spinning Reserve Bid Component An Inter Tie Resource Bid Component for Non Spinning Reserve Inter Tie Resource Non Spinning Reserve Self Provision Bid Component An Inter Tie Resource Bid Component for Non Spinning Reserve Self Provision Inter Tie Resource PT Self Schedule Bid Component An Inter Tie Resource Bid Component for a PT Self Schedule Inter Tie Resource Regulation Down Bid Component An Inter Tie Resource Bid Component for Regulation Down Inter Tie Resource Regulation Down Self Provision Bid Component An Inter Tie Resource Bid Component for Regulation Down Self Provision Inter Tie Resource Regulation Up Bid Component An Inter Tie Resource Bid Component for Regulation Up Inter Tie Resource Regulation Up Self Provision Bid Component An Inter Tie Resource Bid Component for Regulation Up Self Provision Inter Tie Resource RUC Bid Component An Inter Tie Resource Bid Component for RUC Capacity Inter Tie Resource Self Schedule Bid Component An Inter Tie Resource Bid Component for Self Schedules Inter Tie Resource Spinning Reserve Bid Component An Inter Tie Resource Bid Componen
120. o be used in a Market Commitment Interval The 15 minute Trading Interval of a Real Time Market Commitment Status The designation of the operating state of a Resource with discrete modes of operation Commodity Energy Ancillary Service Capacity or RUC Capacity Conditionally Modified Bid A Bid modified by SIBR in Bid Processing before the Master File update for the relevant Trading Day Conditionally Valid Bid A Bid that has passed Bid Processing before the Master File update for the relevant Trading Day Constrained Output Generator A Generating Resource with an operating range between its registered Maximum Capacity and Minimum Load equal to the Quantity Precision Contingency Dispatch Indicator An indicator specifying that Spinning Reserve and Non Spinning Reserve must be dispatched only Page 114 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide under contingency Control Area An electrical system that balances Supply and Demand to maintain system frequency and Net Interchange with other interconnected Control Areas in accordance with WECC standards Convergence Bidding The submission of Virtual Resource Bids in the Day Ahead Market Convergence Bidding Entity An Entity authorized for Convergence Bidding for one or more SCs Cooling Time The t
121. ocess is largely identical for both Day Ahead and Real Time bids As we have discussed before the only major difference is that Day Ahead bids are for a full day and Real Time bids are for a one hour period For both Day Ahead and Real Time bids a Bid Summary menu item is provided this display is used to review submit or cancel bids Note Cancel Bids is for Market Accepted bids Conditionally Modified Modified or Conditionally Valid Valid or MF Inserted To remove created bids or Invalid Rejected bids select bid then Delete DA Bid Summary e gt 0O eR D Real Time Bids Adv Submit Convergence Bids Market Day Ahead Scheduling Coordinator PWRX v Saturday May 11 2013 Resource InterTe SET JE onm ER Display Mode TAL See S E See SS es SE DAILY HOURLY EN cmp ETC ETC RMT TOR TOR BAS Page 51 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 3 3 1 Bid Summary Display The Summary display illustrated in Figure 25 is the page that is used to review cancel or submit bids that have been entered and saved into the system database As described previously the displays used for Day Ahead and Real Time bids are essentially identical submitting and canceling bids works the same for both the only visible difference being that Day Ahead bids are for daylong periods and Hour Ahead bids
122. oe a 2 Wednesday May 15 2013 Product Type Energy m assis E Display Mode Edit New Bid s G AxAG Hourly Bid Components C n Pump a HR RUC Price Quantity LimitInd Level Shutdown Cost Price Curve Distribution qayayaie Page 58 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 30 Bid Entry ETC Hourly Bid Components Real Time Bids Trades Adv Submit Portfolios Market Day Ahead Scheduling Coordinator sIM1 v Resource Load ZP26LD Saturda y Februa ry 3 z 2007 Product Type Self Schedule ETC ca Display Mode Edit New Bids a B Hourly Bid Componentsi22 J Clear Undo J Update Self Sched Contract s k a es oola pol eo iw SIEMENS AG 2001 2004 Done 1 Click on graphic to open up Contract entry pop up box 2 Select Contract Reference from drop down box This will display all associated CRNs to include Chains for the specified Resource 3 Enter quantity 4 Click Update to save selections and select X to close pop up box Page 59 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Step 3 Bid Summary Once all Hourly Components have been entered click Bid Summary to review edit and submit th
123. on 5 0 Coordinator Users Guide Date 11 4 2014 ping a Renewed Future Figure 39 Select add Portfolio Day Ahead Bids Adv Submit Bid Portfolio _ Delete portfoio _ SOOD pid Portfolio ustng EEH z zE Figure 40 Click O K and view named portfolio Bid Portfolio Scheduling Coordinator 5C_SCE1 Page 84 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 6 2 Save Bids to Created Portfolio Displays 6 Select Bids from SIBR Summary Screen either Day Ahead or Real Time to add to portfolio by selecting check box Both bids that have Save bids to been submitted and bids in created state can be added to portfolio created portfolio Figure 41 7 Select Add to Portfolio Button and select portfolio you would like to add bids to from drop down list Figure 42 Enter name for portfolio sheet and click OK Figure 42 Bids will now show up in Sheet Listing for Portfolio Figure 43 oo Figure 41 Select Bids to add to already named portfolio Real Time Bids Ady Submit Portfolios Market Day Ahead Refresh 7 Interval secs 10 Scheduling Coordinator 5cE1 Saturday January 6 2007 Resource Generator ISET az Refresh poor E Display Mod fl i Travortes ect ore _ adto Pontfoio subme es cancstodts _ OUDE pa Bid summary ss SS PSS SS SS AS AS AS AS AS
124. ost Curve A Start Up Energy Cost versus Cooling Time curve for a Generating Resource Start Up Energy Curve A Start Up Energy versus Cooling Time curve for a Generating Resource Start Up Fuel The fuel consumption of a Generating Resource to complete a Start Up Start Up Fuel Cost The cost of Start Up Fuel Start Up Fuel Cost Curve A Start Up Fuel Cost versus Cooling Time curve for a Generating Resource Start Up Fuel Curve A Start Up Fuel versus Cooling Time curve for a Generating Resource Start Up Instruction An Instruction issued to a Generating Resource to Start Up and be Online at a specific time Start Up Time The notification time for a Generating Resource to complete a Start Up from being Offline to its Minimum Load Page 150 Date 11 4 2014 amp gt California ISO wy Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Start Up Time Bid Curve The Start Up Time versus Cooling Time curve in a Generating Resource Start Up Bid Component Start Up Time Curve The registered Start Up Time versus Cooling Time curve for a Generating Resource State of Charge The stored Energy in a LESR State Transition The transition process of a MSG between Generating Resource States The transition between the Offline and an Online Generating Resource State is a Start Up The transition between an Online and the
125. ources may have certain requirements that more strictly define what will constitute a complete bid Yes The Bid Overview page provides a listing of all bids that are known to the system along with their current status From this page it is possible to recall bid information from any step in the process for viewing You can view your original bid and any modified either by you or by the system version s In the case of rejected bids you can view all messages generated by the Rules Engine Yes The system stores the submitted bid If the bid was automatically modified by the system the modified version is also stored If a bid is re submitted both the original and the new version are stored The Bid Overview page provides a listing of all bids that are known to the system along with their current status From this page it is possible to recall bid information from any step in the process for viewing If a bid is modified by the system you can view the original bid that you submitted along with the modified version on the same page When using the SIBR GUI to enter a bid for a short or 23 hour day the bid entry screen will contain only 23 hours numbered 1 through 23 The long 25 hour day will have 25 hours numbered hour 1 2 2 3 4 etc Page 106 24 California ISO Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Shaping a Renewed Future Can I Re Submit A Modif
126. r On Peak The minimum acceptable price as determined by the DR Net Benefits Test calculation Casio for On Peak Hours Net Interchange The net Energy flow over all Inter Ties of a Control Area Network The collective of system components that produce transmit or consume Energy Network Branch A Network component used to transmit electric Page 136 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide energy between Network Nodes Network Node A node where Network components connect NGR Maximum Ramp Rate Curve Segment Number The maximum allowed number of Ramp Rate curve segments in Submitted Bids for NGR Non EIM BAA A BAA that does not participate in EIM Non Firm Import Resource An Import Resource that is not supported by Spinning Reserve it is registered or specified with Energy Type NF Non Generator Resource A NGR is a Resource with up to two operating modes a a generating mode from Gmin to Gmax 0 lt Gmin lt Gmax and b a load mode from Lmin to Lmax 0 2 Lmin 2 Lmax Currently a NGR has a continuous operating range and no inter temporal constraints Lmin 0 Gmin Currently a NGR may not be associated with an Inter Tie or an ECA ACA it may not be an RA Resource or a Supporting Resource it may not bid Ancillary Service Self Provision it may not be certified for
127. r one or more EIM BAAs Page 118 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide EIM Entity BSC The BSC of an EIM Entity for an EIM BAA The EIM Entity BSC is the BSC for all EIM Non Participating Resources associated with an intertie with that EIM BAA In the DAM the EIM Entity BSC is the BSC for all EIM Resources residing in or associated with an intertie with that EIM BAA In the RTM the EIM Entity BSC is the BSC for all EIM Resources residing in or associated with an intertie with that EIM BAA after the RTM Base Schedule Second Cutoff Time EIM Entity SC The SC of an EIM Entity for an EIM BAA it is the SC for the EIM Non Participating Resources in that EIM BAA The EIM Entity SC may not be the SC for an EIM Participating Resource EIM Inter Tie An Inter Tie from an EIM BAA to a non EIM BAA EIM Non Participating Resource An EIM Resource for which the EIM Participating Indicator is not set it may not submit Bids in EIM EIM Participating Indicator It indicates that an EIM Resource may submit Bids in EIM EIM Participating Resource An EIM Resource for which the EIM Participating Indicator is set it may submit Bids in EIM EIM Resource A Resource in an EIM BAA or an Inter Tie Resource or Inter Tie Generating Resource associated with an EIM Inter Tie EIM Transfer The portion of Net Interchange
128. rade name Physical trades only This will be entered via a text box in the toolbar area prior to the user pressing the New Trade button This field will be programmatically validated to guard against duplicates Financial trades will not display this column Page 71 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Depend on Trade Trade Type Submitting SC Trade s Status Hidden Columns Hours IST trade name that this trade depends on Driven by the Trade Type filter Inter SC Trades Ancillary Services Trades Unit Commitment Trades Driven by the SC user filter This column will only be visible to Super SCs This column is only displayed when multiple sc s are selected Created for new editable trades otherwise the current status of the submitted trade Comma delimited list of the hours that are rolled up Page 72 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 4 3 Trade Entry Walkthrough This section will take the user step by step through the trade entry process The scenario used in this walkthrough is straightforward and designed to take the user through each of the basic bid entry steps Some aspects of the bid entry process may be left out due to the fact that bids can become very complex Assuming user is brought to Day Ahead Bid Summary at log
129. rce Participating Load Resource Bid Component A Bid Component of a Participating Load Resource Bid Participating Load Resource Distribution Bid Component A Bid Component for distributing the Bid Schedule or Dispatch of an Aggregate Participating Load Resource Participating Load Resource Energy Bid Component A Participating Load Resource Bid Component for Energy Participating Load Resource Energy Limit Bid Component A Participating Load Resource Bid Component for Energy Limits Participating Load Resource ETC Self Schedule Bid Component A Participating Load Resource Bid Component for ETC Self Schedules Participating Load Resource Load Reduction Initiation Bid Component A Participating Load Resource Bid Component for Load Reduction Initiation Participating Load Resource Minimum Load Reduction Cost Bid Component A Participating Load Resource Bid Component for Minimum Load Reduction Cost Participating Load Resource Non Spinning Reserve Bid Component A Participating Load Resource Bid Component for Non Spinning Reserve Participating Load Resource Non Spinning Reserve Self Provision Bid Component A Participating Load Resource Bid Component for Non Spinning Reserve Self Provision Participating Load Resource PT Self Schedule Bid Component A Participating Load Resource Bid Component for a PT Self Schedule Participating Load Resource Ramp Rate Bid Compone
130. rce produces or consumes at a given time Operating Level Break Point An Operating Level that defines the start or the end of a segment of an Operational Ramp Rate Curve Operating Reserve Ramp Rate The Ramp Rate used to evaluate Generating Resource Bids for Spinning Reserve and Non Spinning Reserve Operating Reserve Ramp Rate Bid Component A Bid Component for Operating Reserve Ramp Rate Operation and Maintenance Cost The portion of the Operating Cost of a Generating Resource that is not related to fuel cost Operational Ramp Rate Bid Component A Bid Component for Operational Ramp Rate Operational Ramp Rate Bid Curve The Ramp Rate curve of a Generating Resource Operational Transfer Capability The dynamic directional ITC limit published by ETCC Participating Load Resource A Load Resource that can be dispatched to change its Energy consumption Page 139 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Participating Load Resource Ancillary Service Bid Component A Participating Load Resource Bid Component for Ancillary Services Participating Load Resource Ancillary Service Self Provision Bid Component A Participating Load Resource Bid Component for Ancillary Service Self Provision Participating Load Resource Bid A Bid for a Participating Load Resou
131. rce with up to a single Dispatch revision in a Commitment Interval of a Trading Hour 15min dispatched in each Commitment Interval of a Trading Hour with a flat Dispatch for all Dispatch Intervals of that Commitment Interval Dynamic dispatched in each Dispatch Interval of a Trading Hour Dispatchable Demand Resource A type of NGR with a continuous operating range only in the load mode Lmax lt Lmin 0 Gmin Gmax Distribution Bid Component A Bid Component for distributing the Bid Schedule or Dispatch of an Aggregate Generating Resource or an Aggregate Participating Load Resource Distribution Factor The fraction of the Bid Schedule or Dispatch of an Aggregate Generating Resource or an Aggregate Participating Load Resource distributed at a Distribution Location Distribution Location A Network Node Distribution Pair A pair of a Distribution Location and a Distribution Factor Distribution Status The Static or Dynamic nature of the Schedule or Dispatch distribution of an Aggregate Generating Resource Dynamic Resource An Inter Tie Resource or an Inter Tie Generating Resource that can be dynamically controlled to maintain the frequency and Net Interchange of a Control Area Registered Inter Tie Resources and Inter Tie Generating Resources that are Dynamic Resources are registered with Energy Type DYN EIM BAA A BAA that participates in EIM other than the CAISO EIM Entity A BAA operator fo
132. rdinator PWRX Y Scheduling Point BLYTHE_1_N101 M Resource INTER TIE TRANSACTION Y PWRX SLYTHE_1 N1018LYTHE1611P W 0101T_Y a Primary Tie 8LYTHE151 Y Direction Import Y Tuesday August 12 114 AlternateTie ALL Energy Type Wheeling M fosji2ji E Display Mode Edit New Bid s va PSE Identifier 0010T_ Y CR dear Pwrx eRAGVIEW_1_GNOO1 CRAG i dear Pwrx eRAGVIEW_1_GNOO1 frac 10128M C dear Pwrx RAGVIEW_1_GNOO1 frac 10128M C dear Pwrx ERacvrew_1_6N001 frac 10128M B dear Pwrx RAGVIEW_1_GNOO1 frac 10125M BG dear Pwex RAGVIEW_1_GNOO1 frac 10128M a dear Pwex eRAGVIEW_1_GNOO1 crac 10125M BG dear Pwex cRAGVIEW_1_GNOO1 frac 10126 B dear Pwrx eRAGVIEW_1_GNOO1 frac 10128M C py PWRX ERAGVIEW_1_GNOO1 frac Jhor m C dear Pwrx eRAGVIEW_1_GNOO1 frac 10128M B dear Pwrx Eracvew_1_eN001 ERaG 10125m C dear Pwrx RAGVIEW_1_GNOO1 frac 10128M Ga dear Pwrex eRAGVIEW_1_GNOO1 frac 10125m C dear Pwrx eRAGVIEW_1_GNOO1 icra 10126 B aa a Thunv Vemarurein enans Tena iasan a Blythe Import bid using CRAG as the Sched Point and Primary Tie for the Counter Resource After applying the changes Update then navigate to the Summary page to select and submit the id Once the bid has been submitted and processe
133. re sheets in a named portfolio for future use For example there could be a sheet named Unit XYZ DAM generation bids LAP 123 DAM load bids and DAM Import Bids saved in a portfolio named weekend portfolio These individual portfolio sheets can be retrieved and submitted individually or all three sheets can be submitted at once as an entire portfolio Portfolios can be created for both the Day Ahead and the Real Time market The following screen shots walk through the process of creating portfolios and submitting portfolios for bids The process for trades is the same and can be followed by selecting the manage trades option instead of manage bids from the portfolio tab 6 1 Creating Portfolio Displays Creating a Portfolio Must be logged in to the SIBR system 1 Navigate to the Portfolio page by clicking on the Portfolio tab 2 Inthe SIBR menu Figure 37 3 Select Manage Bids or Manage Trades from the sub menu Figure 38 4 Select add portfolio and enter name into pop up box Figure 39 5 Select O K and new named portfolio will appear Figure 40 Page 82 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 37 Select Manage Bids or Manage Trades on Portfolio sub menu p ase Figure 38 Select Manage Bids from the sub menu Bid Port olio amp 3 BD Bid Portfolio Listing Page 83 S Califo rnia ISO SIBR Scheduling Versi
134. s The validation status of a Bid in SIBR Created Submitted Rejected Accepted Invalid Temporary Valid Conditionally Valid Conditionally Modified Valid Modified Obsolete Canceled Clean and STUC Bid Submission The submission of a Bid to a Market Page 113 Date 11 4 2014 amp gt California ISO wy Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Bid Submission Time The time when a Bid is submitted to a Market Bid Type An Inter Tie Transaction attribute that indicates a Physical Resource P or Virtual Resource V Bid Validation The determination that a Bid or a Bid Component complies with the Market rules so that it can be used in a Market Branch Group An oriented group of Network Branches Canceled The Bid Status of a Bid that has been canceled by the User who originally submitted it The Credit Status of a Virtual Resource Bid that has been sent to CTS for Credit Release Canceled Bid A Bid that has been canceled by the User who originally submitted it Capacity The amount of electric power that a Network component can produce transmit or consume Capacity Limit A limit for the total Generating Resource Capacity that can be used for Commodities in DAM and RTM Capacity Limit Indicator An indicator specifying that the Capacity Limit must be enforced in IFM Clean Bid A Bid ready t
135. s Guide Custom Load Aggregation A Non Participating Load Resource aggregation scheme with resource specific Distribution Factors that are submitted with the Bid and for which the distributed Energy is settled at the relevant Distribution Location marginal prices Day Ahead Award An Award produced by a Day Ahead Market Day Ahead Base Schedule Cutoff Time The latest time when Base Schedules can be submitted in the DAM for the Active Day Day Ahead Demand Forecast Cutoff Time The cutoff time used in the DAM to retrieve the Demand Forecast for an EIM BAA for the Active Day for Base Schedule balancing validation Day Ahead Generating Resource State The Generating Resource State that is associated with the Day Ahead Schedule Day Ahead Market A Market with a Market Horizon of consecutive Trading Hours that span one or more consecutive Trading Days This Market is conducted the day before the start of its Market Horizon Schedules and Awards are financially binding for the first Trading Day and advisory for the remaining Trading Days in the Market Horizon Day Ahead Market Horizon The number of Trading Days in the Market Horizon of a given Day Ahead Market Day Ahead Non Spinning Reserve Award A Day Ahead Award for Non Spinning Reserve Day Ahead PT Self Schedule The portion of the Day Ahead Schedule identified as PT Self Schedule Day Ahead Regulation Down Award A Day A
136. s an Inter Tie Scheduling Point Virtual Export Resource Bid A Bid for a Virtual Export Resource Virtual Generating Resource A Virtual Supply Resource at a Virtual Supply Resource Location that is not an Inter Tie Scheduling Point Virtual Generator Position Limit Factor The portion of the Maximum Generating Capacity that is allowed as the aggregate maximum Energy Bid Quantity for the Virtual Supply Resources from all SCs of a CB Entity at a Virtual Supply Resource Location that is not an Inter Tie Scheduling Point Virtual Import Position Limit Factor The portion of the Maximum Import Capacity that is allowed as the aggregate maximum Energy Bid Quantity for the Virtual Supply Resources from all SCs of a CB Entity at a Virtual Supply Resource Location that is an Inter Tie Scheduling Point Virtual Import Resource A Virtual Supply Resource at a Virtual Supply Resource Location that is an Inter Tie Scheduling Page 155 Date 11 4 2014 amp gt California ISO wy Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Point Virtual Import Resource Bid A Bid for a Virtual Import Resource Virtual Load Position Limit Factor The portion of the Maximum Load Capacity that is allowed as the aggregate maximum Energy Bid Quantity for the Virtual Demand Resources from all SCs of a CB Entity at a Virtual Demand Resource Locatio
137. s walkthrough is straightforward and designed to take the user through each of the basic bid entry steps Some aspects of the bid entry process may be left out due to the fact that bids can become very complex Assuming user is brought to Day Ahead Bid Summary at login Click on the Daily Components tab to bring up the Daily Bid Components display Step 1 Daily Components 1 Select appropriate date for bid 2 Select resource type and resource name 3 Be sure Display Mode is set to display the bids you want 4 Enter necessary Daily Component values Note Be sure to click Update to save changes Figure 27 Bid Entry 1 Daily Bid Components e 3 Z2 D py Real Time Bids Adv Submit Market Day Ahead Saturday May 04 2013 05 04 13 A SIEMENS AG 2001 2004 Page 57 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Step 2 Hourly Once all Daily Components have been entered click Hourly Components Components Product Display to begin entering Hourly Bid Components RealTmesids Trades Adv Submit Scheduling Coordinator 1 Select resource type and resource name 2 Select product type s 3 Enter necessary Hourly Component values Note Be sure to click Update to save changes Figure 28 Bid Entry 2 1 SSIBR Hourly Bid Components Market Day Ahead Resource Generator v SET B 5 oe
138. ser has the privileges and is able to perform the tasks required to administer the system such tasks may include installing software creating users changing system operating priorities etc Someone who has been assigned a user role has the privileges and can perform the tasks of a system user e g create and edit files print run a web browser etc Page 108 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Date 11 4 2014 Can a User Have More Than One SC Roles Yes This will occur when an organization uses multiple SCIDs A user given access to more than one SC role will have access to submit and review bids for multiple SCIDs This eliminates the current issue where each SCID must have a separate login Page 109 amp gt California ISO wy Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Appendix A Glossary Accepted Bid A Submitted Bid that has passed Bid Content Active Day The first Trading Day in the Market Horizon of a given Day Ahead Market Active Dispatch Interval The Dispatch Interval that starts at or after 10min later than the Energy Forecast submission time For example if the Energy Forecast submission time is 0 00 00 the Active Dispatch Interval is 0 10 00 0 15 00 if the Energy Forecast submission time is 0 01 17 the Active Dispatch Interval is 0 15 00 0 20 00 Active
139. sion Bid Component A Generating Resource Bid Component for Non Spinning Reserve Self Provision Generating Resource PT Self Schedule Bid Component A Generating Resource Bid Component for a PT Self Schedule Generating Resource Ramp Rate Bid Component A Generating Resource Bid Component for Ramp Rates Page 123 Date 11 4 2014 California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Generating Resource Regulation Down Bid Component A Generating Resource Bid Component for Regulation Down Generating Resource Regulation Down Self Provision Bid Component A Generating Resource Bid Component for Regulation Down Self Provision Generating Resource Regulation Up Bid Component A Generating Resource Bid Component for Regulation Up Generating Resource Regulation Up Self Provision Bid Component A Generating Resource Bid Component for Regulation Up Self Provision Generating Resource RUC Bid Component A Generating Resource Bid Component for RUC Capacity Generating Resource Self Schedule Bid Component A Generating Resource Bid Component for Self Schedules Generating Resource Spinning Reserve Bid Component A Generating Resource Bid Component for Spinning Reserve Generating Resource Spinning Reserve Self Provision Bid Component A Generating Resource Bid Component for Spinning Reserve Self Provis
140. step is repeated using the latest load predictions Master File data etc for the target period What s a Master File There are a lot of so called static data associated with resources You Talk About It a These include such things as maximum generator outputs forbidden Lot regions reference ramp rates fuel type location and a lot of other things that either don t change or change only infrequently Rather than require the time consuming and error prone entry of these for every bid they are stored by the system and updated daily Data in the Master File are required for bid validation and although Master File data are referred to as static date they may change even Page 104 E3 California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide What Notifications Do Receive But Might Not Be Around When the Rules Engine Runs How Do Find Out About My Bid Can Change a Bid When How What Happens To the Original Bid When Resubmit What About Canceling Bids Do I Have to Cancel a Bid Before Resubmit if only rarely That is why every bid is re validated after the Master File update for the target date When a bid is submitted the system provides feedback as soon as bid information has been written to the system database almost immediately Additional feedback is provided each time the Rules Engine considers a
141. t for Spinning Reserve Inter Tie Resource Spinning Reserve Self Provision Bid Component An Inter Tie Resource Bid Component for Spinning Reserve Self Provision Inter Tie Resource TOR Self Schedule Bid Component An Inter Tie Resource Bid Component for TOR Self Schedules Inter Tie Scheduling Limit A scheduling limit that applies on an Inter Tie Inter Tie Scheduling Point A Location associated with an Inter Tie Resource Inter Tie Transaction An Inter Tie Resource that is identified dynamically but persistently in the Market by a unique combination of submitted Bid attributes Page 127 Date 11 4 2014 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Inter Tie Transaction Identification The unique identifier of an Inter Tie Transaction assigned by SIBR based on a unique combination of submitted Bid attributes as follows SCID LID TID D BT ET PSE Where SCID is the Scheduling Coordinator identification required LID is the Inter Tie Scheduling Point identification required TID is the Primary Inter Tie identification required D is the Direction required for Import and E for Export BT is the Bid Type required P for physical and V for virtual ET is the Energy Type required for physical transactions F for firm N for non firm U for unit contingent D for Dynamic Interchange and
142. t have been partially created and saved it can be used to display data that has been saved in the scratchpad area of the database and it permits entry of additional data For bids that have been saved as favorites templates it provides mechanisms for retrieving those templates and making whatever changes are required to create a bid for submission It also provides a mechanism for creating and saving completely new bids The size and shape of the data grid changes depending upon filter options For example if the user makes filter selections for entering a bid for a generator only those columns related to a generator bid will be shown If the user makes filter selections for entering a bid for an inter tie a different set of columns will be shown Page 48 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 3 2 Real Time Bids The process of entering and managing Real Time bids is very similar to that described previously for Day Ahead bids The major difference is that Real Time bids are for one hour periods while Day Ahead bids are for 24 hour periods As with Day Ahead bids a Real Time bid consists of Daily and Hourly components However if daily components have already been submitted for a resource with its bid in the day ahead market they do not need to be submitted again for that resource in the real time market Also like Day Ahead bi
143. tenance Start Up Cost Adder A major maintenance cost adder to each segment of the Proxy Start Up Cost Curve for a Generating Resource or startable MSG configuration Market A forum where Bids for supply and demand of a Commodity are evaluated and selected so that supply meets demand Market Accepted Bid A Conditionally Valid Valid Conditional Modified or Modified Bid Market Close Time The latest time that a physical Resource Bid can be submitted in a DAM in advance of the relevant Active Day or in a RTM in advance of the relevant Active Hour Market Fill Option A SIBR initialization parameter that controls the Multi Period Bid Generation in the DAM when the Bid Fill Option is set to No or Last Yes Market Accepted Bids are used as is No Default prices are used for SUC MLC and Energy AS RUC Market Horizon The time period for which Bids are evaluated in a Market Market Open Time The earliest time that a Bid can be submitted in a DAM in advance of the relevant Active Day orina RTM in advance of the relevant Active Hour Market Type An indicator specifying the Market for which a Bid is submitted Master File A global Resource data registry Master File Requirement A Master File data requirement Matching Ancillary Service Obligation Trade A Submitted Ancillary Service Obligation Trade by the Counterparty of an Ancillary Service Obligation Trade for the same M
144. that indicates whether the corresponding TOR ETC has passed or failed TOR ETC balancing validation An indicator for each Wheeling Bid Component that indicates whether the corresponding Wheeling Transaction is balanced or not Balancing Authority Area A Control Area Base Energy Schedule The hourly Energy Schedule of an EIM Resource that predates the EIM it is fixed and not settled in the DAM it is the reference for imbalance Energy in the RTM Page 111 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Base Generating Resource State The Generating Resource State of an EIM Resource that predates the EIM it is fixed in the DAM it is fixed for EIMNPR in the RTM Base Load The amount of electric power consumption of a Participating Load Resource that is not issued a Dispatch Instruction for Load Reduction Base Net Interchange The Net Interchange attributed to Base Energy Schedules Base Non Spinning Reserve Schedule The hourly Non Spinning Reserve Schedule of an EIM Resource outside of EIM it is ignored in the DAM and the RTM and provided only for information and future functionality Base Regulation Down Schedule The hourly Regulation Down Schedule of an EIM Resource outside of EIM it is ignored in the DAM and the RTM and provided only for information and future functionality
145. ting Resource whose Energy output is limited due to fuel or emission limitations User An authorized SIBR user Page 154 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Valid The Bid Status of a Bid or a Bid Component that has passed Bid Validation Valid Bid A Bid that has passed Bid Processing after the Master File update for the relevant Trading Day Valid Bid Component A Bid Component of a Valid Bid that has not failed any validation rules other than cross bid validation rules Variable Energy Resource A Resource with variable non controllable Energy production wind solar run of the river hydro etc Virtual Demand Bid A Bid from a Virtual Demand Resource Virtual Demand Resource A Virtual Resource for Demand Virtual Demand Resource Location A Location for a Virtual Demand Resource SIBR rules support different sets for Virtual Supply Demand Resource Locations but these sets are identical in implementation Virtual Export Position Limit Factor The portion of the Maximum Export Capacity that is allowed as the aggregate maximum Energy Bid Quantity for the Virtual Demand Resources from all SCs of a CB Entity at a Virtual Demand Resource Location that is an Inter Tie Scheduling Point Virtual Export Resource A Virtual Demand Resource at a Virtual Demand Resource Location that i
146. tion that a Bid or a Bid Component complies with the structural rules so that it can be used in a Market Bid Deletion The process where a Resource Bid is deleted after the relevant Market Close Time Bid Fill Option A SIBR initialization parameter that controls the Multi Period Bid Generation in the DAM No No Multi Period Bids are generated Market Accepted Bids are used as Source Bids when available Last Multi Period Bids are generated only for the Trading Days in the Day Ahead Market Horizon after the last Trading Day when a Market Accepted Bid exists that Market Accepted Bid is used as Source Bid History Multi Period Bids are generated for each applicable Trading Day in the Day Ahead Market Horizon using the DAM Clean Bid of the applicable History Day as Source Bid Bid Final Processing The process where a Resource Bid is modified after the relevant Market Close Time Bid Generation The process where a Resource Bid is generated after the relevant Market Close Time Bid Identification The section of a Bid that contains information used to identify the Bid Bid Period The time period for which a Bid applies Bid Processing The modification of a Valid Bid to produce a Clean Bid or the creation of a Clean Bid Bid Special Processing The process before the relevant Market Close Time where a Resource Bid is examined for potential modification after that Market Close Time Bid Statu
147. ture Real Time Bid processing flow Created Bid Submitted Bid Rejected el gt Bid Pass Accepted Invalid ree Bid Bid Validation Pass Temporarily Valid Bid _ Fail 1 Bid Modification Valid Modified Bid Bid 1 i i i i 1 d i 1 I i 1 j i I 1 i i 1 I i i i Bid i 1 I d 1 i I I 1 d d i i 1 j i 1 j 1 1 i Bid Generation 1 i Clean Bid Bid Re submission Obsolete Bid Bid Cancellation Bid Replication Replicated Trade process flow Created Trade Consent e Submi Submitted Trade Consent f Accepted Trade Consent Matched Trade Consent Obsolete Trade Consent Rejected Trade Consent Unmatched Trade gt Consent Cancelled Trade Consent Before MF Update California ISO SIBR System Coordinator User Guide SIBR Trade Status Flow Created Trade Consent e Submis Submitted Trade Consent Accepted Trade Consent Matched Trade Consent Matched Trade Conditionally Valid Conditionally Modified PIT Trade PIT Trade Conditionally Invalid PIT Trade Pre Market Validation rket Clo atched Unmatch Market Validati Cond Invalid Trade Valid Trade Post Market Processing
148. ty to operate as a hydro pump Pumping Bid Component A Bid Component with pumping data for Pumped Page 142 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Storage Hydro Units and Pumps Pumping Cost The Operating Cost of a Pump or a Pumped Storage Hydro Unit operating as a hydro pump Pumping Level The fixed Operating Level of a Pump or a Pumped Storage Hydro Unit operating as a hydro pump Pumping Minimum Up Time The minimum duration that a PSH must stay Online in pumping operation Pumping Self Schedule A Self Schedule from a Pump or a Pumped Storage Hydro Unit operating as a hydro pump Pumping Self Schedule Bid Component A Bid Component for a Pumping Self Schedule Pumping Self Schedule Quantity The Energy Bid Quantity for a Pumping Self Schedule Purchasing Selling Entity A registered entity that purchases or sells Energy or Ancillary Services over Inter Ties it appears in electronic tags for Inter Tie Schedules Quantity Precision The minimum Capacity or Energy precision allowed in a Bid RA Capacity The Capacity of a Resource under Resource Adequacy requirements provided by IRR for each Resource and Trading Hour RA Flag A Yes No flag provided by IRR for each Resource and Trading Hour indicating whether the Resource is a RA Resource in t
149. u Logout and Help links Application Content Area In this chapter we ll talk about other common display elements and concepts A Couple of Important Bids are submitted for a market There are two market types Detinitions is A Day Ahead Market is basically one 24 hour period Bids for a Day Ahead market may be submitted up to 7 days in advance of the target market date Bids may be submitted until the market close event for the target market date currently 10 00 A M on the previous day A Real Time Market consists of one hour Real Time Market bids for a particular trade day are accepted beginning when the Day Ahead results are published Approximately 1 00 p m the previous day until the real time market for the designate hour closes The GUI screens used to enter Day Ahead and Hour Ahead bids are quite similar although there are some significant differences Day Ahead bid entry is discussed in Chapter 3 1 Entering bids for Real time Markets is discussed in Chapter 3 2 There is one 23 hour no HE3 and one 25 hour has HE2 for second HE2 Day Ahead Market per year due to daylight savings time Page 23 3 SIBR Scheduling Version 5 0 S California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Figure 7 Display Layout 2 RTM Bid Summary 9 2a trades Adv Submit Portfolios indviener_ Convergence Bids ff orc viewer I Eneray Forecast
150. ucture Business Rules SIBR web user interface for entering and submitting bid data Audience amp This manual is intended to be used by persons who wish to use the web Prerequisites based user interface supplied by the CAISO system to submit bids and trades for energy and energy related commodities and services How to Use This The organization of this manual is as follows manual Chapter 1 is introductory material Notably it contains an overview of the process that the California ISO and the software Page 7 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future system that has been put into place by CAISO follows in accepting and evaluating bids This material is useful in understanding how bids are processed including bid statuses the order in which processing steps occur etc The chapter also explains how to access the system All users of the system should read this chapter Chapter 2 describes basics of the user interface used to enter bids All user interface screens are constructed of certain basic elements they are described here All users who will interact with the SIBR User Interface should read this chapter Chapter 3 discusses the components of bids and how to enter them It also describes how to submit bids how to view bid status as a bid progresses through the system how to cancel a bid how to create a new bid to replace one that
151. uling Point Maximum Import Capacity The maximum import capacity at a Virtual Supply Resource Location that is an Inter Tie Scheduling Point Maximum Load Capacity The maximum load capacity at a Virtual Demand Resource Location that is not an Inter Tie Scheduling Point Maximum Load Drop Rate The maximum rate at which a Participating Load Resource can decrease its electric power consumption Maximum Load Pick Up Rate The maximum rate at which a Participating Load Resource can increase its electric power consumption Maximum Load Reduction The maximum Load Reduction that a Participating Load Resource is certified for Maximum Load Reduction Initiation Time The maximum time required for Load Reduction Initiation after a Load Reduction Initiation Page 132 Date 11 4 2014 w amp gt California ISO Shaping a Renewed Future Version 5 0 Date 11 4 2014 SIBR Scheduling Coordinator Users Guide Instruction is issued Maximum LSG Self Schedule Quantity The maximum LSG Self Schedule Quantity allowed for a Generating Resource Maximum NGR Generation The maximum sustained Operating Level of a NGR operating in generating mode Maximum NGR Load The maximum sustained Operating Level of a NGR operating in load mode Maximum Online Generating Resource State Count The configurable maximum number of Online Generating Resource States that can
152. uling Version 5 0 Coordinator Users Guide Date 11 4 2014 gt Summary This screen is used to submit or cancel bids for the day ahead market It is also used to view status of bids that have been submitted or are available for submission Real Time Screens accessible through this menu item are used to create submit and manage bids for a Real Time market There are three displays with the same basic functionality as those provided for the Day Ahead market gt Daily Components gt Hourly Components gt Summary Advanced Submit Advanced submit will offer easier ways to do multiple resources and days The Advanced Filter page will give the user an easier way of submitting complex sets of bids from the portfolios gt Upload Bids gt Upload Trades Portfolios An SC can create bids either from scratch or from another bid and save them for future use This capability is accessed from the Portfolio menu item gt Manage Bids gt Manage Trades gt Manage CB Bids Reporting Functionality will be included in a planned Ul enhancement project o Current reporting is accessible through the Market Participant Portal MPP Ind Viewer An SC can check imbalances on select resources that are in either the Day Ahead or Real Time Markets for balancing ETC TOR WHL and or priority ETC TOR gt Day Ahead gt Real Time Convergence Bids Screens accessible through this menu item are used to create submit and manage
153. umping Self Schedule Bid Component Total Self Schedule Quantity The sum of the Self Schedule Quantities specified in all Lay Off TOR ETC RMT PT LPT and LSG Self Schedule Bid Components for a given Resource and Trading Hour it is zero if there is no Self Schedule Bid Component Trade A trade of Energy or Ancillary Service Obligation between two Scheduling Coordinators Trade Content The determination that a Trade complies with the structural rules Trade Identification The section of a Trade that contains information used to identify the Trade Trade Period The time period for which a Trade applies Trade Submission Time The time when a Trade is submitted to a Market Trade Type The type of a Trade as it pertains to the traded Commodity Trade Validation The determination that a Trade complies with the Market rules Traded Ancillary Service Obligation The amount of an Ancillary Service Obligation Trade Traded Energy Quantity The amount of an Energy Trade Traded Non Spinning Reserve Obligation Quantity The amount of a Non Spinning Reserve Obligation Trade Traded Regulation Down Obligation The amount of a Regulation Down Obligation Page 153 aa SIBR Scheduling Version 5 0 wy California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Quantity Trade Traded Regulation Up Obligation The
154. unction column in the tabular data grid The Cancel Trades button cancels trades selected via the checkbox in the multi function column Toolbar Functions Le 4 Way WF The Cancel Market day s trade s function will have the same functionality as it does in Bids The Edit selected trade s function will have the same functionality as it does in Bids The Copy selected trade s to new trading day function copies selected rows to a new date for future use User can select a date range and for Physical trades a single trade name for all selected rows The Submit selected trade s to future date s function copies selected rows to a selected date in the future and also submits the selected trades Day Ahead EJ Day Ahead Thursday August 3 2006 osjo3j0o E Market Day Ahead Real Time Month Day Year text box with pop up Page 66 SIBR Scheduling Coordinator Users Guide Version 5 0 Date 11 4 2014 California ISO Shaping a Renewed Future Scheduling Coordinator Scheduling Coordinator SCE1 LJ Trade Type Inter 5C Trades E Refresh Interval secs 10 Product Type PHY Energy Location ALL a From alt E To att E Tradename att E C Display Mode ALL v Hour aL E e The selected Scheduling Coordinator Users will see their name in this drop down list Super SCs will see a list of all SCs in the system and be able to
155. urce A type of NGR with a continuous operating range that spans both load charging and generating discharging modes Lmax lt Lmin 0 Gmin lt Gmax Load Capacity Limit A limit for the total Non Generator Resource load Capacity that can be used for Commodities in DAM and RTM Load Drop Rate The rate at which a Participating Load Resource can decrease its electric power consumption Load Following The Load Following Down or Load Following Up service by a MSSA Load Following Down Capacity The Capacity designated for Load Following Down Self Provision Load Following Down Self Provision The service where a MSSA decrements designated Resources to meet the relevant MSS load deviations in real time Load Following Down Self Provision Bid Component A Bid Component for Load Following Down Self Provision Load Following Option The option by a MSSA to perform Load Following Load Following Resource A Resource used for Load Following registered with a MSSA that has elected the Load Following Option Load Following Up Capacity The Capacity designated for Load Following Up Self Provision Load Following Up Self Provision The service where a MSSA increments designated Resources to meet the relevant MSS load deviations in real time Load Following Up Self Provision Bid Component A Bid Component for Load Following Up Self Provision Load Pick Up Rate T
156. urce with negative or positive power injection Regulation Energy Management Resource A type of LESR or DDR enrolled in ISO s program to manage SOC while on Regulation Regulation Mileage Bid Ceiling The maximum price allowed in a Regulation Mileage Up or Down Bid Component Regulation Mileage Down An Ancillary Service for Resource movement while on Regulation Down Regulation Mileage Down Bid Component A Bid Component for Regulation Mileage Down Regulation Mileage Down Price The price of a Bid for Regulation Mileage Down Page 145 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Regulation Mileage Up An Ancillary Service for Resource movement while on Regulation Up Regulation Mileage Up Bid Component A Bid Component for Regulation Mileage Up Regulation Mileage Up Price The price of a Bid for Regulation Mileage Up Regulation Up Upward Regulation Regulation Up Award An Award for Regulation Up from a Regulation Up Self Provision Bid Component and a Regulation Up Bid Component Regulation Up Bid Component A Bid Component for Regulation Up Regulation Up Capacity The Capacity designated for Regulation Up Regulation Up Obligation The Demand for which a Scheduling Coordinator is financially responsible for Regulation Up Regulation
157. ure Cost relative to the Proxy Start Up Cost Curve Relative RDRR Energy Bid Floor A configurable parameter to set what the Bid Floor is based on the Bid Ceiling Price Reliability Demand Response A Generating Resource that conditionally Resource participates in the DAM and RTM under system emergency or other adverse conditions Reliability Must Run A condition that applies to Generating Resources that need to operate for reliability reasons under a contract with the ISO Reliability Unit Commitment A Day Ahead Market application for committing additional Resources and optimally scheduling RUC Capacity after the IFM Resource A Network component that produces or consumes Energy Resource Adequacy A mandatory planning and procurement process for Load Serving Entities to ensure adequate capacity to meet their demand Resource Type The type of the Resource specified in the Bid Identification of a Bid or in a Base Schedule It can be one of the following 1 a Generating Resource G 2 a Non Generator Resource NGR 3 an Inter Tie Generating Resource TG 4 a Registered Import Resource I 5 a Registered Export Resource E 6 an Import Transaction IT 7 an Export Transaction ET 8 a Non Participating Load Resource L 9 a Virtual Generating Resource VG 10 a Virtual Load Resource VL 11 a Virtual Import Resource VI or 12 a Virtual Export Resource VE
158. ving Generator A Generating Resource that serves load behind the meter qualifying for net Energy settlement Location A Network Node or an aggregation of Network Nodes Long Trading Day The Trading Day when daylight saving ends It has 25 Trading Hours including the additional Trading Hour from 3 00 AM PDT to 3 00 AM PST Lower Charge Limit The lowest stored Energy that should be maintained in a LESR Lower Economic Limit The first lowest Energy Bid Quantity of the Energy Bid Curve specified in an Energy Bid Component Lower Operating Limit The Minimum Load of a Resource incorporating any applicable overrates Lower Regulating Limit The lowest Operating Level of a Regulating Range LPT Self Schedule Lower Priority Self Schedule used for Exports that are not identified as being supported by non RA Capacity LSG Self Schedule A Self Schedule for the load behind the meter of a LSG Page 130 Date 11 4 2014 ww amp gt California ISO Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide LSG Self Schedule Bid Component A Bid Component for a LSG Self Schedule LSG Self Schedule Quantity The Energy Bid Quantity for a LSG Self Schedule Major Maintenance Minimum Load Cost Adder A major maintenance cost adder to the Proxy Minimum Load Cost for a Generating Resource or MSG configuration Major Main
159. which a Scheduling Coordinator is financially responsible for Ancillary Services Ancillary Service Obligation Trade A Trade of an Ancillary Service Obligation Ancillary Service Self Provision An Ancillary Service provided by a Scheduling Coordinator to primarily meet its own Ancillary Service Obligation Ancillary Service Self Provision Award An Ancillary Service Award from Ancillary Service Self Provision Ancillary Service Self Provision Bid Component A Bid Component for Ancillary Service Self Provision Ancillary Service Self Provision Capacity The Capacity designated for an Ancillary Service Self Provision Approved The Credit Indicator and Credit Status of a Virtual Resource Bid that has received credit Attaining Control Area The Control Area that has operational control over a Pseudo Tie within another Control Area Native Control Area Average Fuel Cost The ratio of fuel cost into Energy for a Generating Resource at a given Operating Level Average Heat Rate The ratio of heat conversion into Energy for a Generating Resource at a given Operating Level Award The Ancillary Service Capacity selected from a Resource in a Trading Hour of a Day Ahead Market or a Commitment Interval of a Real Time Market or the RUC Capacity selected from a Resource in a Trading Hour of a Day Ahead Market Balance Indicator An indicator for each TOR ETC and Trading Hour
160. with other EIM BAAs or the CAISO ELC Self Schedule A Generated Self Schedule for ELC ELC Self Schedule Bid Component A Generated Self Schedule Bid Component for ELC ELC Self Schedule Quantity The Energy associated with an ELC Self Schedule it is the Minimum Load of the corresponding ELS Eligible PT Export Capacity The calculated available non RA Capacity of a Supporting Resource It is used for Export Resource Self Schedule priority determination End Date Time The date and time that designate the end of a time period such as a Bid Period Energy The amount of electric energy that a Network component produces transmits or consumes within a time period Page 119 Date 11 4 2014 amp gt California ISO wy Shaping a Renewed Future SIBR Scheduling Version 5 0 Coordinator Users Guide Energy Bid Ceiling The maximum price allowed in an Energy Bid Component Energy Bid Component A Bid Component for Energy Energy Bid Curve An incremental cost curve of Energy Bid Price versus Operating Level Energy Bid Floor The minimum price allowed in an Energy Bid Component Energy Bid Price The price to marginally produce or consume Energy at an Operating Level within an Energy Bid Segment of an Energy Bid Curve Energy Bid Quantity An Operating Level that defines the start or the end of an Energy Bid Segment Energy Bid Ran
161. y affect the validity of a bid Specifically before a bid becomes a Clean Bid it must be validated using data from the Master File for the target date This means that each of the seven bids will be validated once again after market close and Master File update for the target trading date When an SC submits a recurrent bid the system actually creates and stores one bid for each day of the recurrent series That is if the SC creates a bid and submits it for an entire week seven bids are created Yes Since the system creates a unique bid for each day of recurrence you may modify the bid for one day without affecting the others Simply choose the first day you wish to modify Modify that bid and resubmit it as a recurrent bid The modified bid will be replicated by the system for each day of recurrence and will replace any existing bid Page 107 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future How About Canceling The story here is the same as for modifying a single day of a recurrent a Single Day Multiple bid Select the day you want to cancel and cancel it All other bids in the Days recurrent series will remain in the system The user interface also allows you to cancel multiple days 11 1 3 Questions About Templates What s a Template A template is a bid without a market date that can be saved for future use as a pattern for a bid to be submitted
162. y page 1 Click on the resource name in the grid This will open the page associated with the bid 2 Click on the appropriate tab of the menu either Day Ahead or Real Time and use the filters to select the desired resource bid date etc After the bid has been modified return to the Submit page to submit it There are two ways to view edit Bid information from the Bid Summary page The add link in a cell means that there has not been any data entered for that product type Clicking the add link will take you to the appropriate table and allow you to enter data for that product type The v icon means that there is data entered for that product type Clicking the v will take you to the appropriate table and allow you to view and edit the data for that product type Page 55 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future Errors and Error If a bid is submitted and found to have errors it will come back with an Messages error indicator When bids are found to have errors they will come back either in an invalid or rejected state or a modified or MF Inserted state The segment of the bid with errors will be highlighted in yellow Clicking the error indicator will bring up a window listing the errors rules and any processing of the bid to correct them in the case of a modified bid Refer to Figure 26 for an example of a bid containing errors Message
163. yed B PACL 111 100 Valid 11 04 1421 01 B Pact 2 000 Vaid 11 05 14 11 23 D PACL 2 000 vaid 11 05 14 11 23 m PACL 2 000 valid 11 05 14 11 23 o PAC1 2 000 Valid 11 05 14 11 23 B pact 2 000 O vad 14 05 14 11 23 o PACL 2 000 Valid 11 05 14 11 23 B paci 2000 valid 11 05 14 11 23 m 4 PAC1 2 000 Valid 11 05 14 11 23 m 4 PACL 2 000 valid 11 05 14 11 23 m 4 PAC1 2 000 Valid 11 05 14 11 23 m 4 PACL 2 000 valid 11 05 14 11 23 Page 102 3 SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future 10 1 2 BSAP Base Balance Viewer 8 Navigate to the Base Schedule Screen page by clicking on the Base Balance Viewer tab in the BSAP menu and selecting the Base Balancer Viewer Sub Menu Figure 62 This view identifies the EIM Aggregate compared to the Demand Forecast to identify the delta Figure 62 Example Balance displayed sample only Admin Market RealTime v Resource Type ALL v Resource ALL X BSC Entity SC EPACBSC v Wednesday November 12 2014 11 12 14 3 Upper Economic Max Operating Disqualified Available5Min Available 5 Min Base Schedule Limit Mw Resource Derate Gaal Ramp U na DA Page 103 6 s i SIBR Scheduling Version 5 0 California ISO Coordinator Users Guide Date 11 4 2014 Shaping a Renewed Future

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