Configuration Guide for: Monthly Intermittent Resources Export Energy Allocation / Date: 12/14/06
Settlements & Billing
BPM Configuration Guide:Monthly Intermittent Resources Export Energy Allocation
CC 752
Version 5.0b
CAISO, 2019 / Page 1 of 7Settlements & Billing / Version: 5.0b
Configuration Guide for: Monthly Intermittent Resources Export Energy Allocation / Date: 01/22/184
Table of Contents
1.Purpose of Document
2.Introduction
2.1Background
2.2Description
3.Charge Code Requirements
3.1Business Rules
3.2Predecessor Charge Codes
3.3Successor Charge Codes
3.4Inputs – External Systems
3.5Inputs - Predecessor Charge Codes or Pre-calculations
3.6CAISO Formula
3.7Outputs
4.Charge Code Effective Date
1.Purpose of Document
The purpose of this document is to capture the requirements and design specification for a Charge Code in one document.
2.Introduction
2.1Background
PIRP Protective Measures allow qualified Participating Intermittent power producers to schedule Energy in the FMM/RTD and reduce their exposure to hourly imbalance charges whenever the delivered Energy differs from the scheduled Energy.
Qualified PIRP resources under the protective measures shall on a daily basis, initially follow the same settlement as other resources, for their FMM IIE in CC 6460, RTD IIE in CC 6470, UIE in CC 6475, and IIE excess cost allocation in CC 6486. Settlement is done every settlement interval and aggregated on a daily basis. However, at the end of each month, there shall be resettlement. In particular, the sum of all the previous daily aforementioned settlement amounts is calculated and effectively reversed in CC 722. Further, the actual settlement for the IIE and UIE for the resources under PIRP protective measures is provided in CC 711. Net amounts from the sum of CC 722 and CC 721 is then allocated to net negative deviators for the month.
Currently, several PIR facilities export a portion of the Energy schedules to serve long-term power purchase agreements or their own Native Load. In accordance with the settlement treatment afforded PIR resources, when this Energy is exported, CAISO Scheduling Coordinators with Net Negative Uninstructed Deviations incur the majority of the Settlement Allocation assigned in the Participating Intermittent Resource Net Deviation Allocation Charge (Charge Code 721) without receiving an equivalent portion of the benefits from the exporting PIR resource. Accordingly, the CAISO has proposed amendments to the tariff intended to mitigate this cost shifting inequity. In accordance the proposed amendments, PIR resources will retain the right to export Energy, but will be assessed a Monthly Intermittent Resource Export Energy Settlement (Charge Code 751). The Monthly Intermittent Resource Export Energy Settlement (Charge Code 751) is designed to reimburse CAISO customers for the uplift costs incurred on behalf of the PIR Export Energy. The reimbursement will be allocated to Scheduling Coordinators with Net Negative Deviations proportionately in Monthly Intermittent Resource Export Energy Allocation (Charge Code 752). In addition, the PIR Export Energy resources agree to pay a fee to defray the costs associated with processing the Monthly Intermittent Resource Export Energy Settlement (Charge Code 751) and Monthly Intermittent Resource Export Energy Allocation (Charge Code 752).
2.2Description
This Charge Code Intermittent Resources Export Energy Allocation is based on PIR Export Energy Settlement Amount. Based on the Participating Intermittent Resource program, PIR resources receive monthly netting treatment for those Trading hours in which they meet the eligibility criteria. Based on the PIR monthly netting treatment, net negative deviators receive an allocation for PIR Net Deviation Allocation Amount. One component of the PIR Net deviation Allocation Amount is the PIR Excess Cost IIE Allocation Accrual Amount. The PIR Export Energy Settlement Amount is the PIR Excess Cost IIE Allocation Accrual Amount which is attributed to export energy. This Charge Code Intermittent Resources Export Energy Allocation is a monthly charge that allocates PIR Export Energy Settlement Amount to net negative Uninstructed Deviations.
3.Charge Code Requirements
3.1Business Rules
Bus Req ID / Business Rule1.0 / This charge is monthly charge settled on the last day of each Trading Month.
2.0 / PIR resources are not excluded from this allocation.
3.0 / For adjustments to the Charge Code that cannot be accomplished by correction of upstream data inputs/recalculation or operator override Pass Through Bill Allocation logic will be applied.
4.0 / This Charge Code allocates PIR Export Energy Settlement Amount to net negative Uninstructed Deviations by Business Associate of trading Month.
3.2Predecessor Charge Codes
Charge Code/ Pre-calc NameCC 751 – Monthly Intermittent Resource Export Energy Settlement
CC 721 – Intermittent Resources Net Deviation Allocation
3.3Successor Charge Codes
Charge Code/ Pre-calc NameNone
3.4Inputs – External Systems
Row # / Variable Name / Description1 / None
3.5Inputs - Predecessor Charge Codes or Pre-calculations
Row # / Variable Name / Predecessor Charge Code/Pre-calc Configuration
1 / MonthlyPIRExportEnergySettlementAmount Brtm / CC 751 – Monthly Intermittent Resource Export Energy Settlement
2 / BAMonthlyNetNegativeDeviationQuantity Bm / CC 721 – Intermittent Resources Net Deviation Allocation
3 / CAISOMonthlyNetNegativeDeviationQuantitym / CC 721 – Intermittent Resources Net Deviation Allocation
3.6CAISO Formula
.
3.6.1The PIR Export Energy Allocation Amount per Trading Month m for each Business Associate B with Net Negative Deviation:
PIRExportEnergyAllocationAmountBm=
BAMonthlyNetNegativeDeviationQuantityBm* PIRExportAllocationPricem
3.6.2Where
PIRExportAllocationPricem = CAISOMonthlyPIRExportEnergySettlementAmountm/
abs(CAISOMonthlyNetNegativeDeviationQuantitym)
3.6.2.1And
CAISOMonthlyPIRExportEnergySettlementAmountm= MonthlyPIRExportEnergySettlementAmountBrtm
3.7Outputs
Output Req ID / Name / DescriptionIn addition to any outputs listed below, all inputs shall be included as outputs. / All Inputs
1 / PIRExportEnergyAllocationAmountBm / PIR Export Energy Allocation Amount based upon Net Negative Deviation for Business Associate B in Trading Month m.
2 / PIRExportAllocationPricem / Calculated average price for CC 752 allocation in Trading Month m.
3 / CAISOMonthlyPIRExportEnergySettlementAmountm / Total Monthly PIR Export Energy Settlement Amount for Trading Month m
4.Charge Code Effective Date
Charge Code/Pre-calc Name / Document Version / Effective Start Date / Effective End Date / Update Version Type
Monthly Intermittent Resource Export Energy Allocation / 5.0 / 04/01/09 / 3/31/09 / Documentation Edits Only
Monthly Intermittent Resource Export Energy Allocation / 5.0a / 04/01/09 / 4/30/14 / Documentation Edits Only
Monthly Intermittent Resource Export Energy Allocation / 5.0b / 05/01/09 / 3/31/18Open / Documentation Edits Only
CAISO, 2019 / Page 1 of 7