Data Template for Determining the Final Transmission Capacity Allocation on Path 26 to LSEs in the CAISO Control Area for Purposes of Resource Adequacy Planning

As part of Decision 07-06-029, the California Public Utilities Commission (CPUC) adopted the “Path 26 Counting Constraint” proposal. Similar to the CAISO’s Import Capability Allocation process under CAISO Tariff Section 40.4.6.2.1, the Path 26 Counting Constraint proposal is a multi-step, iterative process to allocate Path 26 capability that will prevent over reliance by Load Serving Entities (LSEs) on the limited transfer capability across this transmission path when meeting resource adequacy (RA) requirements.

The CAISO requests that all Scheduling Coordinators (SC) for LSEs serving load within the CAISO Control Area respond to this request and submit the data template to enable the CAISO to accurately implement the Path 26 Counting Constraint proposal with all available data. The Path 26 Counting Constraint is not currently incorporated into the CAISO Tariff. Accordingly, the Path 26 Counting Constraint outlined in CPUC Decision 07-06-029, and augmented by CPUC Decision 14-06-050, applies to all CPUC-jurisdictional LSEs and possibly to other non-CPUC jurisdictional LSEs if their Local Regulatory Agency (LRA) has adopted the same requirement, for the 2018 RA compliance year. Nevertheless, this submission is voluntary by SCs for LSEs, and the CAISO will determine the Path 26 Allocations based upon information received.

RA commitments are used in the Path 26 Counting Constraint in two ways:

Ø  For determining an LSE’s “baseline” allocation

Ø  For determining the effect of “netting”

This data template applies ONLY to the netting determination. A similar data template was used for the base line transmission capacity allocation across Path 26.

Determining the “Final Path 26” RA Allocation

The final Path 26 RA allocation is the amount of Path 26 transfer capability that an LSE is eligible to receive in the allocation process after the consideration of the impact of netting the north-south and south-north Path 26 flows related to RA resources. The final allocation amount is the higher of (1) the LSE’s load-ratio share of the load in the zone (before netting), (2) the sum of the LSE’s existing CPUC Path 26 grandfathered RA commitments, including Existing Transmission Contracts on Path 26 or (3) only for those participating in the “netting” process, the higher of (1) or (2) above plus LSE’s “netting” participation-ratio share. The CPUC Path 26 grandfathered RA commitments are those RA commercial arrangements, whether contracts or other ownership rights in supply that (i) were in effect as of March 22, 2007, (ii) use Path 26 to reach the LSE’s loads, and (iii) will be continuing to deliver into the 2018 RA Compliance Year.

Because the physical location of the resource is critical to satisfying the reliability concern underlying the Path 26 Counting Constraint, only physical units, unit specific contracts, and import RA contracts will be used for netting purposes. For each LSE, these types of contracts will be used as long as they exceed that LSE’s load in the zone where the contract is deliverable AND the contracts are limited to no more than 120 % of the load that has no RA contract in the other zone.

IMPORTANT NOTICE: The data conveyed in this request commits you to provide the same physical units, unit specific contracts and import RA contracts as part of your 2018 year-ahead RA showings and your 2018 month-ahead RA showings. It also commits you to retain your 2018 Import Allocation for these specific import RA contracts[1].

If the LSE cannot, or does not intend to, satisfy the foregoing commitments, then the resource commitments should not be submitted as part of the Path 26 Counting Constraint netting process.

Instructions:

1.  On behalf of an LSE, a Scheduling Coordinator may limit its submission in this template to only those existing 2018 RA commitments involving physical units, unit specific contracts, or RA import contracts that will continue to deliver throughout 2018.

2.  Data does need to be resubmitted for the existing 2018 CPUC Path 26 grandfathered RA commitments submitted under the baseline Path 26 allocation template or the grandfathered RA import commitments submitted through the pre-RA import commitment data templates sent to implement CAISO Tariff Section 40.4.6.2.1, as long as the contract is based on a physical unit, unit specific and import RA contract. This data will not be used by default.

3.  Please complete and submit the correct data based on one of the scenarios below:

My load is completely within SP26 / Complete templates 1 and 2 for existing RA commitments within NP26 only.
My load is completely within NP26, i.e. (NP15 & ZP26) / Complete templates 1 and 2 for existing RA commitments within SP26 only.
My load is in both zones: NP26 & SP26 / Complete templates 1 and 2 for existing RA commitments within both NP26 & SP26

Ø  Questions:

1.  To verify the zone in which your generator is located:

Please use the “Path 26” column in the most current NQC list posted at:

http://www.caiso.com/planning/Pages/ReliabilityRequirements/Default.aspx Attention: North = north of Path 26 and South = south of Path 26.

2.  If your generating unit is not listed in the above-mentioned list (or the unit has no associated Zone):

Please contact or (916)-608-5704.

3.  To verify the zone in which your load is located:

Please contact your CAISO client representative.

Ø  Information Format Requirements

Scheduling Coordinators for LSEs are asked to submit the required information on the corresponding sample templates provided below. Some of the information requested is categorical, while some is numeric; however, several topics are descriptive in nature. A separate form will be needed for each contract. Templates 1 and 2 request general contract and/or resource information.

Ø  Contracts Covered By This Request

For each and every firm contract that specifies a supply of energy or capacity that must be within the CAISO Control Area Boundary, Scheduling Coordinators for LSEs must provide the information described below and shown on the corresponding form below.

Ø  Glossary:

Supplier

Name the contracted supplier/producer of energy and/or capacity according to the contract. This entity is sometimes called the counter party to the contract.


Date Contract was Entered into

State the date when this contract was signed.

Start Date

State the initial delivery date of the product(s) being purchased.


Expiration Date

Provide the date for final delivery of the product(s) being purchased. If this date is contingent upon future actions by parties to the contract or to market conditions, this should be explained in notes appended to the form. Information regarding the ability of one party to unilaterally terminate the contract after its inception should be entered under Performance Requirements and Termination/Extension Clauses and Rights or in notes appended to the form.

Qualifying Capacity (MW)

List the Qualifying Capacity during summer annual super-peak load conditions, as defined by the relevant Local Regulatory Authority.


Generation Resource Name

Please specify the actual generation resource name(s) and/or its market ID if known.


Availability

Please identify provisions of the contract that describe the use of the qualifying capacity during system peak conditions.


Branch Group/Delivery Points

Name the CAISO Branch Group that the contract capacity or energy is most frequently scheduled across. Name the point(s) at which energy can be delivered (e.g., NP15, Malin, Lugo substation). If multiple points, indicate whether buyer or seller has option.

TEMPLATE 1

Resource Adequacy Transmission Capability Allocation for Path 26

Existing Firm Energy and Capacity Contract Information

California ISO

Filing LSE:
Date:
Contact:
Contact Number:
Supplier
Date Contract was Entered into
Delivery Start Date
Delivery Expiration Date
Qualifying Capacity (MW)
Generating Resource Name
Availability
Branch Group/Delivery Points


TEMPLATE 2

Resource Adequacy Transmission Capability Allocation for Path 26

Existing Utility Owned Generation Resources Located Inside the CAISO Control Area

Filing LSE:
Date:
Contact Name:
Contact Number:
Generating Resource Name / Qualified Capacity / Branch Group (if necessary)

1

[1] Section 3.2.1, step 3 of the Path 26 process, CPUC Decision 07-06-029