HVAC Metered LoadSettlements & Billing Version: 5.12 Configuration Guide for: HVAC Metered Load...

Settlements & Billing

Configuration Guide: HVAC Metered Load

Pre-calculation

Version 5.12

Settlements & Billing Version: 5.12

Configuration Guide for: HVAC Metered Load Date:

05/21/201001/04/2012

CAISO, 2012 of 15

Table of Contents

1. Purpose of Document 3

2. Introduction 3

2.1 Background 3 2.2 Description 4

3. Charge Code Requirements 4

3.1 Business Rules 4 3.2 Predecessor Charge Codes 5 3.3 Successor Charge Codes 5 3.4 Inputs – External Systems 6 3.5 Inputs from Pre-calcs/Predecessor Charge Codes 6 3.6 CAISO Formula 6 3.7 Outputs 11

4. Charge Code Effective Date 15



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1. Purpose of Document

The purpose of this document is to capture the requirements and design specification for a SaMC Charge Code in one document.

2. Introduction

2.1 Background

As a benefit to turning over operational control of its transmission facilities under CAISO, Participating Transmission Owners (PTOs) will receive revenues by way of Transmission Access Charge (TAC). Transmission Owners (TOs) establish their Transmission Revenue Requirements (TRR), which is the income needed to offset the embedded cost of their transmission lines for their individual Service Area, whenever they request a rate change. The TRR, after it is accepted and/or approved by the Federal Energy Regulatory Commission (FERC), is charged to Utility Distribution Companies (UDCs) by way of TAC. TAC has two components, High Voltage Access Charge (HVAC) for load and Wheeling Access Charge (WAC) for exports. CAISO calculates and collects HVAC costs from the end-user or ‘Load’ in High Voltage Access Charge Allocation (CC 372) and disburses this revenue due to the PTOs in High Voltage Access Revenue Payment (CC 374). Through the TAC implementation process, a uniform access rate throughout CAISO’s Control Area will be established at the end of 10 years. January 2001 is the beginning of TAC through CAISO. HVAC has three basic components: 1) TAC Rate. 2) Exemptions made to the metered gross load of a PTO for their Existing Transmission Contracts (ETC) customers. 3) A mitigation process to compensate PTOs with higher infrastructure costs (primarily municipalities) with the funds from PTOs having lower infrastructure costs (primarily Investor Owned Utilities) and to limit the annual amount paid by the IOUs. During the 10-year transition period, the CAISO’s Control Area is divided into ‘TAC Areas.’ Initially there are three TAC areas, which correspond with the existing IOU Control Areas, i.e. Northern (N) Area, East Central (EC) Area, and Southern (S) Area. As new PTOs join, they will be merged into these TAC Areas or a new area will be created. A PTO may join effective January 1 or July 1 of any given year. The tariff states a PTO may join effective January 1 or July 1 of any given year. However, when an entity is becoming a new PTO because they are funding a new facility and / or major facility upgrade, they become a PTO on the January 1 or July 1, but their TRR does not become effective until the facility becomes operational. This is frequently mid-month. In the case of a bankruptcy, an existing PTO will cease and the continuing entity (if any) will have a new Business Associate ID and HVAC Payer ID. This is effective with the bankruptcy filing date and time. This is frequently mid-month. Both of these incidents may create mid-month rate changes.



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2.2 Description

The purpose of this Pre-calculation is to derive the daily and monthly HVAC Metered Load. Gross Load is all Energy (adjusted for distribution losses) delivered for the supply of End-Use Customer Loads directly connected to the transmission facilities or directly connected to the Distribution System of a UDC or Meter Sub-System (MSS) Operator located in a PTO Service Territory. Gross Load shall exclude Load with respect to which the WAC is payable and the portion of the Load of an individual retail customer of a UDC or MSS Operator that is served by a Generating Unit that: (a) is located on the customer’s site or provides service to the customers site through arrangements as stated in the CAISO Tariff; (b) is a qualifying small power production facility or qualifying cogeneration facility, (c) secures Standby Service from a Participating TO under terms approved by a Local Regulatory Authority or FERC, as applicable, or can be curtailed concurrently with an outage of the Generating Unit serving the Load. Gross Load forecasts consistent with filed TRR will be provided by each PTO to the CAISO.

3. Charge Code Requirements

3.1 Business Rules

Bus

Req ID Business Rule

1.0 The applicable High Voltage Access Charge and the Transition Charge shall be paid to the CAISO by each UDC and MSS Operator based on its Gross Load connected to a High Voltage Transmission Facility in a PTO Service Territory.

1.1 Gross Load is calculated as Energy delivered for the supply of End-Use Customer Loads directly connected to the transmission facilities or the Distribution System of a UDC or MSS Operator located in a PTO service territory.

2.0 Exemptions are made to the metered gross Load of a PTO for their ETC customers.

3.0 Actual load exemptions are manually submitted monthly by a UDC and estimated on a daily basis using the HVAC metered load percentages.

4.0 It is assumed that manually submitted monthly load exemptions would be one total positive (+) value for the month reflecting all non-metered load exemptions with no reference to specific resource/resources.

5.0 HVACMeteredLoadExceptionFlag Brt flags will only be created for BA/RSRC_ID

combo’s where exceptions exist and will be populated with an interval value of 1. It is further assumed that RSRC_TYPE (t) will always be ‘Load’.

6.0 Non PTO Load must always be excluded from the HVAC Metered Load Pre-calc.

7.0 The PTO_ID and HVAC_PAYER_ID for any load resource will always share the same ID.



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Bus

Req ID Business Rule

8.0

The following relates to specific instances where the PTO’s have requested BA specific Load quantities for the purposes of validation.

The current plan for MRTU Go-Live is to provide the relevant validation details that any given PTO has requested via an MS-Excel spreadsheet.

The process is as follows:

1)Query STL_CHARGES for BA_HRLY_RSRC_HVAC_MTR@QUANTITY where Attribute 20 equals [insert specific PTO_ID here] and save records in a MS-Excel spreadsheet.

2)Replace Attribute 1 with [insert SC Short Name here. Example: TO05].

3)Replace Attribute 2 with a random sequential number

4)E-mail MS-Excel spreadsheet to [insert specific PTO here] validation staff monthly.

If it is decided in the future that the requirement can be met by eterra automation, then the design guide will be updated to show how the requirement will be met through the system.

9.0 Any given load location will never be associated with any more than one PTO_ID, HVAC_PAYER_ID, and UDC_ID.

10.0

The load consumption by a Non-Generator Resource (NGR) Dispatchable Demand Response Resource (DDR) DDR (non Regulation Energy Management - REM) will be subject to the same cost allocation that applies to a Participating Load.

3.2 Predecessor Charge Codes

Charge Code/ Pre-calc Name

ETC Pre-calculation

MSS Netting Pre-calculation

3.3 Successor Charge Codes

Charge Code/ Pre-calc Name

CC 372 – High Voltage Access Charge Allocation

CC 374 – High Voltage Access Revenue Payment

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mailto:BA_HRLY_RSRC_HVAC_MTR@QUANTITY



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3.4 Inputs – External Systems

Row

# Variable Name Description

1 HVACMeteredLoadExceptionFlag Brt HVAC Metered Load Exception Flag for BA ID B, RSRC ID r, RSRC TYPE t

2 BASpecificHVACMeteredLoadExceptio

nFlag Bt

BA Specific HVAC Metered Load Exception Flag for BA ID B, RSRC TYPE t

3 NonPTOFlagException n’ Non PTO Flag Exception by Non Pto Flag

n’

4 HVACMeteredLoadQuantity

BrtuvHn’PNmdhi

HVAC Metered Load Quantity for BA B, Resource ID r, Resource Type t, TAC AREA ID v, UDC ID u, HVAC PAYER ID H, Non PTO Flag n’, PTO ID P, and Contract Reference Number N in Trading Month m, Trading Day d, Trading Interval i.

5 MonthlySubmittedLoadExemptions

uPHvJm

Monthly Submitted Load Exemptions for TAC AREA ID v, UDC ID u, HVAC PAYER ID H, Non PTO Flag n’, PTO ID P, and PTB ID J in Trading Month m.

3.5 Inputs from Pre-calcs/Predecessor Charge Codes

Row

# Variable Name

Predecessor

Charge Code/

Pre-calc

Configuration

1 BASettlementIntervalFinalBalancedContractHVACMeterQuantity

BrtNhi

ETC Pre-calculation

2 BAResEntitySettlementIntervalNGRDemandQuantity

BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi

MSS Netting Pre-calculation

3.6 CAISO Formula


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3.6.1.1 HVACMonthlyMeteredLoadQuantity uPHvm =

d

HVACDailyMeteredLoadQuantity uPHvmd

3.6.1.2 HVACDailyMeteredLoadQuantity uPHvmd =

DailyGrossMeteredLoadQuantity uPHvmd + ProRatedSubmittedLoadExemptions uPHvmd

3.6.1.3 ProRatedSubmittedLoadExemptions uPHvmd =

d

MonthlySubmittedLoadExemptions uPHvJm * HVACLoadPercentage uPHvd

3.6.1.4 HVACLoadPercentage uPHvd = DailyGrossMeteredLoadQuantity uPHvmd /

MonthlyMeteredLoadQuantity uPHvm

3.6.1.5 MonthlyMeteredLoadQuantity uPHvm = d

DailyGrossMeteredLoadQuantity uPHvmd

3.6.1.6 DailyGrossMeteredLoadQuantity uPHvmd = r t hnB '

BAHourlyResourceHVACMeteredQuantity BrtvuHn’Pmdh

3.6.1.7 PTOMonthlyNetMeteredGrossLoadQuantity BvuHm = 'nt

hd

PTOHourlyHVACMeteredQuantity BtvuHn’mdh



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3.6.1.8 PTOHourlyHVACMeteredQuantity BtvuHn’mdh = P

r

ATTRIBUTESWAP(BAHourlyResourceHVACMeteredQuantity BrtvuHn’Pmdh)

Note: The interval positions for BA_ID and PTO_ID will utilize the ATTRIBUTESWAP function in order to provide PTO’s with HVAC meter quantities.

3.6.1.9 PTOHourlyResourceExemptHVACMeteredQuantity BrtvuHn’mdh = P

ATTRIBUTESWAP(BAHourlyResourceExemptHVACMeteredQuantity BrtvuHn’Pmdh)

Note: The interval positions for BA_ID and PTO_ID will utilize the ATTRIBUTESWAP function in order to provide PTO’s with meter quantities associated with exemptions.

3.6.1.10 If

( HVACMeteredLoadExceptionFlag Brt = 1

OR

BASpecificHVACMeteredLoadExceptionFlag Bt = 1 )

Note: Flags will only be created for BA/RSRC_ID combo’s where exceptions exist

AND

NonPTOFlagException n’ <> 1

Note: Exception Flag will only be created for instances where NON_PTO_FLAG =’YES’ to ensure Non PTO load are not included in the HVAC load calculation and also to ensure that those particular records are not used to build the matrix.

Then

3.6.1.10 BAHourlyResourceExemptHVACMeteredQuantity BrtvuHn’Pmdh =

N

i

( HVACMeteredLoadQuantity BrtuvHn’PNmdhi +

BAResEntity10mNGRHVACDemandQuantity BrtuvHn’PNmdhi )

Where RSRC_TYPE <> ‘LI’

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HVACMeteredLoadExceptionFlag Brt = 1

OR

BASpecificHVACMeteredLoadExceptionFlag Bt = 1


And

Resource Type (t) = Load

AND


Note: Exception Flag will only be created for instances where NON_PTO_FLAG =’YES’ to ensure Non PTO load are not included in the HVAC load calculation and also to ensure that those particular records are not used to build the matrix.

3.6.1.11 If

( HVACMeteredLoadExceptionFlag Brt = 1

OR

BASpecificHVACMeteredLoadExceptionFlag Bt = 1 Note: Flags will only be created for BA/RSRC_ID combo’s where exceptions exist

OR

NonPTOFlagException n’ = 1 ) Note: Exception Flag will only be created for instances where NON_PTO_FLAG

=’YES’ to ensure Non PTO load are not included in the HVAC load calculation and also to ensure that those particular records are not used to build the matrix Then

BAHourlyResourceHVACMeteredQuantity BrtvuHn’Pmdh = N

i

0

Else


i

HVACMeteredLoadQuantity BrtuvHn’PNmdhi -

BASettlementIntervalFinalBalancedContractHVACMeterQuantity BrtNhi


i

(HVACMeteredLoadQuantity BrtuvHn’PNmdhi +




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BAResEntity10mNGRHVACDemandQuantity BrtuvHn’PNmdhi ) - BASettlementIntervalFinalBalancedContractHVACMeterQuantity BrtNhi

3.6.1.11 Where RSRC_TYPE <> ‘LI’

Where

HVACMeteredLoadExceptionFlag Brt <> 1

OR

BASpecificHVACMeteredLoadExceptionFlag Bt <> 1


And

Resource Type (t) = Load

AND


Note: Exception Flag will only be created for instances where NON_PTO_FLAG =’YES’ to

ensure Non PTO load are not included in the HVAC load calculation and also to ensure that those particular records are not used to build the matrix

3.6.1.12 BAResEntity10mNGRHVACDemandQuantity BrtuvHn’PNmdhi =

'T I Q 'M A 'A 'F 'R p 'W Q 'S 'd 'z V

'L

BAResEntitySettlementIntervalNGRDemand4thAttributeSwapQuantity


3.6.1.13 BAResEntitySettlementIntervalNGRDemand4thAttributeSwapQuantity

BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi = ATTRIBUTESWAP(BAResEntitySettlementIntervalNGRDemand3rdAttributeSwapQuantity BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi)

Note: The PTO_ID in attribute position 28 will be swapped over to attribute position 20 so as not to conflict with attribute positions in subsequent calculations.

3.6.1.14 BAResEntitySettlementIntervalNGRDemand3rdAttributeSwapQuantity

BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi = ATTRIBUTESWAP(BAResEntitySettlementIntervalNGRDemand2ndAttributeSwapQuantity BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi)

Note: The NON PTO FLAG in attribute position 23 will be swapped over to attribute position 18 so as not to conflict with attribute positions in subsequent calculations.

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3.6.1.15 BAResEntitySettlementIntervalNGRDemand2ndAttributeSwapQuantity

BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi = ATTRIBUTESWAP(BAResEntitySettlementIntervalNGRDemand1stAttributeSwap Quantity BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi)

Note: The HVAC PAYER_ID in attribute position 26 will be swapped over to attribute position 17 so as not to conflict with attribute positions in subsequent calculations.

3.6.1.16 BAResEntitySettlementIntervalNGRDemand1stAttributeSwapQuantity

BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi = ATTRIBUTESWAP(BAResEntitySettlementIntervalNGRDemandQuantity

BrtuT’IQM’AA’F’R’pPW’QS’d’Nz’VvHn’L’mdhi)

Note: The TAC AREA_ID in attribute position 27 will be swapped over to attribute position 16 so as not to conflict with attribute positions in subsequent calculations.

3.7 Outputs

Output

ID Name Description

1 HVACMonthlyMeteredLoadQuantity uPHvm

Actual Monthly HVAC Metered Load for UDC u, PTO P, HVAC Payer H, TAC Area v, during Trading Month m.

2 HVACDailyMeteredLoadQuantity uPHvmd

Estimated Daily HVAC Metered Load for UDC u, PTO P, HVAC Payer H, TAC Area v, during Trading Day d.

3 ProRatedSubmittedLoadExemptions uPHvmd

Estimated Daily Pro-Rated Submitted Load Exemptions for UDC u, PTO P, HVAC Payer H, TAC Area v, during Trading Day d.

4 HVACLoadPercentage uPHvd

HVAC Load Percentage for UDC u, PTO P, HVAC Payer H, TAC Area v, during Trading Day d.

5 MonthlyMeteredLoadQuantity uPHvm

Monthly Metered Load Quantity for UDC u, PTO P, HVAC Payer H, TAC Area v, during Trading Month m.

6 DailyGrossMeteredLoadQuantity uPHvmd

Daily Gross Metered Load Quantity for UDC u, PTO P, HVAC Payer H, TAC Area v, during Trading Day d.


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Output

ID Name Description

7 BAHourlyResourceHVACMeteredQuantity

BrtvuHn’Pmdh

BA Hourly Resource HVAC Metered Quantity By BA ID B, RSRC ID r, RSRC TYPE t, TAC AREA ID v, UDC ID u, HVAC PAYER ID H, Non PTO Flag n’, PTO ID P, during Trading Day d. The inputs HVACMeteredLoadQuantity

BrtuvHn’PNmdhi and

BAResEntity10mNGRHVACDeman

dQuantity BrtuvHn’PNmdhi are

mutually exclusive and never actually are summed in the equation.The summation only exists as a means to pass one or the other to the output

8 PTOHourlyHVACMeteredQuantity BtvuHn’mdh

PTO Hourly HVAC Metered Quantity By BA ID B, RSRC TYPE t, TAC AREA ID v, UDC ID u, HVAC PAYER ID H, Non PTO Flag n’, during Trading Day d.

9 PTOHourlyResourceExemptHVACMeteredQ

uantity BrtvuHn’mdh

PTO Hourly Resource Exempt HVAC Metered Quantity By BA ID B, RSRC ID r, RSRC TYPE t, TAC AREA ID v, UDC ID u, HVAC PAYER ID H, Non PTO Flag n’, during Trading Day d.

10 PTOMonthlyNetMeteredGrossLoadQuantity

BvuHm

PTO Monthly Net Metered Gross Load Quantity By BA ID B, TAC AREA ID v, UDC ID u, HVAC PAYER ID H, during Trading Month m.

11 BAHourlyResourceExemptHVACMeteredQu

antity BrtvuHn’Pmdh

BA Hourly Resource Exempt HVAC Metered Quantity By BA ID B, RSRC ID r, RSRC TYPE t, TAC AREA ID v, UDC ID u, HVAC PAYER ID H, Non PTO Flag n’, PTO ID P, during Trading Day d. The inputs HVACMeteredLoadQuantity

BrtuvHn’PNmdhi and

BAResEntity10mNGRHVACDeman

dQuantity BrtuvHn’PNmdhi are

mutually exclusive and never

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Output

ID Name Description

actually are summed in the equation.The summation only exists as a means to pass one or the other to the output

12

BAResEntitySettlementIntervalNGRDemand1stAttributeSwapQuantity


Ten-minute NGR Demand (in MWh as a negative value) for resource ID r of resource type t, Entity Component Type F’ and Entity Component Subtype S’, and Business Associate B and UDC/MSS u of entity type T’ and gross/net settlement type I’, having MSS Emissions Pay Flag W’, RUC Participation Flag V, and Load Following Selection Flag L’, for Aggregated Pricing Node A of Aggregated Pricing Node Type A’, and for Settlement Interval i of Trading Hour h, Trading Day d and Trading Month m.

13

BAResEntitySettlementIntervalNGRDemand2ndAttributeSwapQuantity



14

BAResEntitySettlementIntervalNGRDemand3rdAttributeSwapQuantity


Ten-minute NGR Demand (in MWh as a negative value) for resource ID r of resource type t, Entity Component Type F’ and Entity Component Subtype S’, and Business Associate B and UDC/MSS u of entity type T’ and gross/net settlement type I’, having MSS Emissions Pay Flag W’, RUC

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Output

ID Name Description

Participation Flag V, and Load Following Selection Flag L’, for Aggregated Pricing Node A of Aggregated Pricing Node Type A’, and for Settlement Interval i of Trading Hour h, Trading Day d and Trading Month m.

15

BAResEntitySettlementIntervalNGRDemand4thAttributeSwapQuantity



16 BAResEntity10mNGRHVACDemandQuantit

y BrtuvHn’PNmdhi

Business Associates NGR Demand Quantity by BA ID B, RSRC ID r, RSRC TYPE t, TAC AREA ID v, UDC ID u, HVAC PAYER ID H, Non PTO Flag n’, PTO ID P, during Trading Day d, Settlement Interval i





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4. Charge Code Effective Date

Charge Code/

Pre-calc Name

Document

Version

Effective

Start Date

Effective

End Date

Version

Update Type

HVAC Metered Load 5.0 04/01/09 3/31/09 Documentation

Edits Only

HVAC Metered Load 5.1 04/01/09 Open1109/30

0/2012

Configuration and

Documentation Edits

HVAC Metered Load 5.2 102/1/2012 Open

Configuration and

Documentation Edits





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