Business Practice Manual for
Direct Telemetry
Version 1.
Last Revised: 8/2/2011
CAISO Business Practice Manual BPM for Direct Telemetry
Approval History
Approval Date: 8/2/2011
Effective Date: 8/2/2011
BPM Owner: Nancy Traweek
BPM Owner’s Title: Director, Market Services
Revision History
Version / Date / Description /1 / 8/2/2011 / Initial BPM submittal document
TABLE OF CONTENTS
1. Telemetry BPM Introduction 8
1.1 Purpose of California ISO Business Practice Manuals 8
1.2 Purpose of this Business Practice Manual 9
1.3 References 9
2. Overview of Telemetry to the CAISO 10
2.1 Telemetry Process 10
2.2 Overview of Installation & Validation of Telemetry 11
2.3 Overview of Flow of Real-time Data 12
2.4 Organization of the BPM 12
3. CAISO Responsibilities 13
3.1 Overview of CAISO Responsibilities 13
3.2 Telemetry Validation 13
3.2.1 Overview of Telemetry Installation Validation Process 14
3.2.2 CAISO Certification Responsibilities 15
4. Telemetry Standards Overview 17
5. Communications 19
5.1 Overview 19
5.2 Real-time Communications 19
5.3 ECN Communications Exception 19
5.4 Communication Technical Principles 20
5.5 Data Validation and Confidentiality 20
5.6 Protocols 20
5.7 Voice Communications 20
5.8 Communications During Telemetry Failure 20
6. Operational Requirements 21
6.1 Unit Telemetry Visibility 21
6.2 Performance Monitoring 21
6.2.1 Direct Telemetry Timing Requirements 21
6.2.2 PDR Timing Requirements 21
6.3 CAISO Real-time Communication Options 23
6.3.1 SSL TCP to Serial Data Option 23
6.3.2 SSL TCP to TCP Clear Text Option 23
6.3.3 RIG Hardware Option 24
6.4 SSL\TCP to Serial or TCP Clear Text Option 27
6.5 RIG Hardware Option 28
6.6 CAISO’s EMS Interrogations: 29
6.7 RIG Responses DNP Object and Variation Types 29
6.8 Maximum MW RIG Limitation 29
6.9 RIG Location Requirements 30
6.10 RIG Resource Limitation 30
6.11 Cost Responsibility 30
7. Telemetry Data Points List 31
7.1 Point Matrix 31
7.1.1 Analog and Digital Notes 35
8. Availability & Maintenance 36
8.1 CAISO Reliability Requirements 36
8.2 CAISO Controlled Grid Operation and Market Availability Requirement 36
8.3 RIG Operation and Maintenance 36
8.3.1 Software Configuration Management with No Impact to CAISO EMS 38
8.3.2 Data Base Configuration and Management Impacting CAISO EMS 39
8.3.3 Routine Testing/ Maintenance of RIGs 39
9. RIG Implementation 41
9.1 Engineering / Deployment 41
9.2 RIG Database Development 41
9.3 Telecommunication Circuit Installation and Power Requirements 41
9.4 Temporary Telemetry exemptions 41
10. FNM Database Process and RIG Installation 42
10.1 CAISO FNM Database Process 42
10.2 New Database Submission 42
10.3 RIG Database Submittal Timeline 43
10.4 ECN Physical Circuit Protection to the Resource 43
10.5 ECN Circuit Monitoring 43
10.6 ECN Agreement 43
10.7 Standards For Point-to-Point Testing with the CAISO 45
10.8 Required Personnel for Point testing 46
10.9 Upgrade or Replacement RIG 46
10.10 SLIC Outage for Meter or RIG work 46
10.11 RIG Certificates 48
10.12 RIG Generation Acceptance Test 49
10.13 Final RIG Documentation 49
10.14 Wind and Solar FNM Documentation Required 50
11. AGC Operational Requirements for Generating Units 51
11.1 Required DNP and Telemetry Data Points for AGC 51
11.2 AGC Control (Bumpless Transfer) 51
12. Non-Spinning Reserve Logic and Testing 52
12.1 Non-Spinning Reserve Definition 52
12.2 Non-Spinning Reserve Logic Requirements 52
12.3 Non-Spinning Reserve Testing 52
12.4 Proxy Demand Resource Non-Spinning Reserve Testing 53
13. Eligible Intermittent Resources (EIR) 54
13.1 Applicability 54
13.2 Power Reliability Requirements 54
13.3 Basic Meteorological Data 54
13.3.1 Meteorological Wind Speed 54
13.3.2 Meteorological Wind Direction 54
13.3.3 Meteorological Barometric Pressure 55
13.3.4 Meteorological Ambient Temperature 55
13.4 Wind Generation 55
13.4.1 Meteorological Station Requirements 55
13.4.2 Designated Turbines 56
13.4.3 Topographical Map 56
13.5 Solar Generation 56
13.5.1 Meteorological Station Requirements 56
13.5.2 Meteorological Data Requirements 57
· Flat Plate Solar Photovoltaic 57
· Flat Panel Solar Collector 57
· Low Concentration Solar Photovoltaic 57
· High Concentration Solar Photovoltaic 58
· Concentrated Solar Thermal 58
· Heliostat Power 58
· Greenhouse Power Tower 58
· Sterling Engine 58
13.6 Solar Meteorological Data Tables 59
14. Proxy Demand Resource (PDR) 61
14.1 PDR Point Requirements 61
14.1.1 Real Load MW 61
14.1.2 PDR Unit Connectivity Status (PDR UCON) 61
14.1.3 Bias Load 61
14.1.4 PDR Unit Ready to Start and Start Status 61
14.1.5 Pseudo Generation MW 61
14.1.6 Status` and Pseudo Generation flow 62
15. RIG Aggregator 64
15.1 Applicability 64
15.2 RIG Aggregator Responsibility 64
15.3 RIG Aggregator Authorization 64
16. CAISO Security Policy 65
16.1 Referencing CAISO Information Security Documents 65
17. Real-time Point Definitions 66
17.1 ANALOG VALUES 66
17.1.1 Unit Gross Megawatts (Gross MW) 66
17.1.2 Unit Net Megawatts (Net MW) 66
17.1.3 Unit Point of delivery Megawatts (POD MW) 67
17.1.4 Unit Auxiliary Load Megawatts (Aux MW) 67
17.1.5 Gross Reactive Power (Gross Megavar (MVAR)) 67
17.1.6 Point of delivery Megavars (POD MVAR) 68
17.1.7 Net Reactive Power (Net MVAR) 68
17.1.8 Auxiliary Load Reactive Power (Aux MVAR) 69
17.1.9 Generating Unit Terminal Voltage (KV) 69
17.1.10 Unit Operating High Limit (UOHL) (AGC Units Only) 69
17.1.11 Unit Operating Lower Limit (UOLL) (AGC Units Only) 70
17.2 Digital Values 71
17.2.1 Unit Generator Breaker 71
17.2.2 Unit Connectivity Status (UCON) 71
17.2.3 Unit Control Status (UCTL) 71
17.2.4 CAISO Unit Authority Switch (UASW) 72
17.2.5 Unit Automatic Generation Control (UAGC) 73
17.2.6 Automatic Voltage Regulator (AVR) and Power System Stabilizer (PSS) Status 73
17.2.7 Peaking Unit Ready to Start and Start Status` 74
17.3 Switchyard Values 74
17.3.1 Switchyard Line and Transformer MW and MVAR Values 74
17.3.2 Switchyard Bus Voltage 75
17.3.3 Switchyard Device Status 75
17.3.4 Aggregated Units 75
17.3.5 Aggregated Gross MW and MVAR 75
17.3.6 Aggregated Net MW and MVAR 76
17.3.7 Aggregated Aux MW and MVAR 76
17.3.8 Aggregated Point of delivery MW 76
17.3.9 Aggregated Point of delivery MVAR 76
17.3.10 Aggregated Unit Connectivity (UCON) 76
17.3.11 Aggregated Peaking Unit Start and Ready to Start 76
17.4 Wind and Solar Point Definitions 76
17.4.1 Direct Irradiance (DNI) 76
17.4.2 Global Horizontal Irradiance (GHI) 76
17.4.3 Global Irradiance / Plane of Array Irradiance (GPOA) 77
17.4.4 Diffused Irradiance 77
17.4.5 Back Panel Temperature (BTEMP) 77
18. Drawing Requirements 78
19. Sub-LAP Resource Names 80
Page 1
Version 1 Last Revised: August 2, 2011
CAISO Business Practice Manual BPM for Direct Telemetry
1. Telemetry BPM Introduction
Welcome to CAISO BPM for Direct Telemetry. In this Introduction you will find the following information:
Ø The purpose of CAISO BPMs
Ø What you can expect from this CAISO BPM
Ø Other CAISO BPMs or documents that provide related or additional information
1.1 Purpose of California ISO Business Practice Manuals
The Business Practice Manuals (BPMs) developed by CAISO are intended to contain implementation detail, consistent with and supported by the CAISO Tariff, including: instructions, rules, procedures, examples, and guidelines for the administration, operation, planning, and accounting requirements of CAISO and the markets. Exhibit 1-1 lists CAISO BPMs.
Exhibit 11: CAISO BPMs
TitleBPM for Market Operations
BPM for Market Instruments
BPM for Settlements & Billing
BPM for Scheduling Coordinator Certification & Termination and Convergence Bidding Entity Registration & Termination
BPM for Congestion Revenue Rights
BPM for Candidate CRR Holder Registration
BPM for Managing Full Network Model
BPM for Rules of Conduct Administration
BPM for Outage Management
BPM for Metering
BPM for Reliability Requirements
BPM for Credit Management
BPM for Compliance Monitoring
BPM for Definitions & Acronyms
BPM for BPM Change Management
BPM for the Transmission Planning Process
BPM for Direct Telemetry
1.2 Purpose of this Business Practice Manual
The BPM for Direct Telemetry covers the responsibilities of the CAISO, Participating Generators, Participating Loads, Proxy Demand Resources, and Scheduling Coordinators representing these entities for telemetry installation, validation, and maintenance, in addition to the telemetry data required.
The provisions of this BPM are intended to be consistent with the CAISO Tariff. If the provisions of this BPM nevertheless conflict with the CAISO Tariff, the CAISO is bound to operate in accordance with the CAISO Tariff. Any provision of the CAISO Tariff that may have been summarized or repeated in this BPM is only to aid understanding. Even though every effort will be made by CAISO to update the information contained in this BPM and to notify Market Participants of changes, it is the responsibility of each Market Participant to ensure that he or she is using the most recent version of this BPM and to comply with all applicable provisions of the CAISO Tariff.
A reference in this BPM to the CAISO Tariff, a given agreement, or any other BPM or instrument, is intended to refer to the CAISO Tariff, that agreement, or BPM or instrument as modified, amended, supplemented, or restated.
The captions and headings in this BPM are intended solely to facilitate reference and not to have any bearing on the meaning of any of the terms and conditions.
1.3 References
Other reference information related to this BPM includes:
Ø The BPM for Full Network Model
Ø The BPM for Metering
Ø The CAISO’s standard documents pertaining to direct telemetry, posted on the CAISO Website at the following link: http://www.caiso.com/thegrid/operations/gcp/index.html
Page 1
Version 1 Last Revised: August 2, 2011
CAISO Business Practice Manual BPM for Direct Telemetry
2. Overview of Telemetry to the CAISO
Welcome to the Overview of Telemetry section of the BPM for Direct Telemetry. In this section you will find the following information:
Ø A description of the telemetry process;
Ø A diagram of the telemetry installation and validation process; and
Ø A diagram of the flow of telemetry data
2.1 Telemetry Process
This BPM sets forth requirements for the provision of real-time data to the CAISO applicable to all Participating Generators’ Generating Units providing Ancillary Services (including Regulation) or Energy in the CAISO’s markets. This BPM also applies to Participating Loads and Proxy Demand Resources participating in the CAISO’s markets. This BPM describes the process and procedures used by the CAISO to obtain real-time data from the resources of Participating Generators, Participating Loads, Proxy Demand Resources, and Scheduling Coordinators representing these entities for operating the CAISO Balancing Authority Area reliably and balancing the CAISO Markets.
A Generator with a Generating Unit connected to the electric grid within the CAISO Balancing Authority Area that (1) has a capacity of ten (10) megawatts (MW) or greater that is not exempt pursuant to the CAISO Tariff, (2) provides Ancillary Services, or (3) is an Eligible Intermittent Resource not exempt pursuant to the CAISO Tariff must install, in accordance with the requirements specified in this BPM, equipment and/or software that can interface with the CAISO’s Energy Management System (EMS) to supply telemetered real-time data. That Remote Intelligence Gateway (RIG) or equivalent will serve as the primary means for secure communications and direct control between the Generator’s Generating Unit and the CAISO’s EMS as a prerequisite for participation in any of the CAISO markets requiring real-time data. In some circumstances, the CAISO allows for aggregation of Generating Units and the associated direct telemetry. While this BPM does not address all issues related to Aggregated Units, it does address the required points for Aggregated Units herein. The resources of Participating Loads and Proxy Demand Resources are also subject to these requirements for telemetry of real-time data.
This BPM provides information regarding:
Ø The CAISO installation requirements for telemetry facilities;
Ø How the CAISO validates direct telemetry facilities for Participating Generators, Participating Loads, Proxy Demand Resources, and Scheduling Coordinators representing these entities; and
Ø Direct telemetry Validation, testing, and maintenance requirements for telemetry for resource owners’ facilities participating in the CAISO markets.
2.2 Overview of Installation & Validation of Telemetry
Exhibit 2-1 illustrates the process for installation and validating telemetry installation for owners of resources required to provide real-time telemetry.
Exhibit 21: Overview of Installation and Validation of Telemetry Installations
2.3 Overview of Flow of Real-time Data
Exhibit 2-2 illustrates the flow of real-time telemetry data between resources and the CAISO’s EMS and from the CAISO’s EMS to other CAISO systems.
Exhibit 22: Overview of Real-Time Telemetry Data Flow
2.4 Organization of the BPM
The following Sections describe the respective responsibilities of the CAISO, Participating Generators, Participating Loads, Proxy Demand Resources, and Scheduling Coordinators representing these entities for provision of direct telemetry. Sections 4 through 17 describes provisions for configuration, installation, and validation of telemetry facilities for resources providing Ancillary Services or Energy only, and for wind, solar, and Proxy Demand Resources.
Page 1
Version 1 Last Revised: August 2, 2011
CAISO Business Practice Manual BPM for Direct Telemetry
3. CAISO Responsibilities
Welcome to the CAISO Responsibilities section of the BPM for Direct Telemetry. In this section you will find the following information:
Ø An overview of CAISO responsibilities
Ø A description of the installation and point to point validation process for telemetry facilities
Ø A description of the documentation requirements
Ø A description of the testing and completion requirements
3.1 Overview of CAISO Responsibilities
CAISO Tariff Section 7.6.1(d) Actions For Maintaining Reliability Of CAISO Controlled Grid
Section 7.6.1(d) of the CAISO Tariff provides the CAISO authority to obtain the control over Generating Units that it needs to control the CAISO Controlled Grid and maintain reliability by ensuring that sufficient Energy and Ancillary Services are procured through the CAISO Markets. That provision requires each Participating Generator to take, at the direction of the CAISO, such actions affecting such Generator as the CAISO determines to be necessary to maintain the reliability of the CAISO Controlled Grid. Such actions include (but are not limited to) the provision of communications, telemetry and direct control requirements, including the establishment of a direct communication link from the control room of the Generator to the CAISO in a manner that ensures that the CAISO will have the ability to direct the operations of the Generator as necessary to maintain the reliability of the CAISO Controlled Grid, except that a Participating Generator will be exempt from these requirements with regard to any Generating Unit with a rated capacity of less than ten (10) MW, unless that Generating Unit is certified by the CAISO to provide Ancillary Services.