SEPTEMBER 19, 2012
OP 14 Revision
NX-12, OP 14 & Appendices (A and G)
Technical Requirements for Generators, Demand
Resources and Asset Related Demands
Mike Knowland
LEAD OPERATIONS ENGINEER
Steven A. Jones
SENIOR BUSINESS ANALYST
Problem and Proposal
• Problem:
– Dispatch of Generators have been migrating away from being done at
the plant by the Lead Market Participant. Information, performance
and communication with ISO Control Room has not been optimal.
• Proposal:
– Update the OP to account for centralization of Designated Entities
(DEs) and Demand Designated Entities (DDEs).
– Clarify definitions and define the expectations of performance.
– Revise NX-12 form and associated OP-14A to reflect the true intent of
the form.
– Other administrative organization and clean up of the documents.
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What to Expect
What Is Changing
What is NOT changing
• DE responsibilities with respect to
communications with the ISO
Control Room are clarified
• Responsibility still resides with
the Lead Market Participant (Lead
MP)
• DE Registration process and data
collection/validation
• Lead MP still identifying the
proposed DE
• Timing considerations are
clarified when changing DEs
• NX-12 still needs to be completed
by Lead MP
• NX-12 form and supporting OP-14
Appendix A
• NX-12 “Section 8 – Additional
Information”
• DE/DDE training and certification
requirements to be defined in
new Appendix G
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OP 14 REVISION
TECHNICAL REQUIREMENTS FOR GENERATORS,
DEMAND RESOURCES AND ASSET RELATED
DEMANDS
Clarify Requirements and Definitions for Designated Entity
and Demand Designated Entity
Designated Entity – Tariff Definitions
• Defined generally in the ISO Tariff, Section 1
– Designated Entity is the entity designated by a Market Participant to
receive Dispatch Instructions for generation and/or Dispatchable Asset
Related Demand in accordance with the provisions set forth in ISO
New England Operating Procedure No. 14.
– Demand Designated Entity is the entity designated by a Market
Participant to receive Dispatch Instructions for Real-Time Demand
Response Resources and Real-Time Emergency Generation Resources
in accordance with the provisions set forth in ISO New England
Operating Procedure No. 14.
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Designated Entity – new OP Definition
• Revision provides clarity for both Lead MP and DE
• Designated Entity (DE) provides dispatch services from a
single physical location for a defined Generator (asset) and
shall be the single point of contact to receive, acknowledge
receipt, and implement ISO Dispatch Instructions and related
communications. The operation from a single physical
location allows for exigent conditions, as well as for
infrequent, periodic testing & training needs provided prior
approval from ISO Control Room has been obtained.
– No Entity shall be recognized as a DE unless it meets the requirements
in this OP and has been registered pursuant to ISO M-RPA
– All DE contact information shall be confirmed and/or updated by the
DE on an annual basis or upon change.
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OP-14 Revision and Organization of DE
Information
Current
• OP-14 mixes information to define a Generator or other Asset type
with timing considerations and responsibilities for a DE.
Responsibilities are often unclear.
Revision
• Consolidates DE requirements (under each asset type)
– Section C. Designated Entity – Performance, Communication and Control
– Section D. Designated Entity – Modifying DE Details
• Evaluation of technical requirements for DE changes – now based
on the total assets being managed for dispatch.
• Delineates the roles the DE and Lead MP is expected to perform
with respect to communication and performance
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NX-12 AND OP 14 – APPENDIX A REVISION
EXPLANATION OF TERMS AND INSTRUCTIONS FOR
DATA PREPARATION OF ISO NEW ENGLAND FORM
NX-12, GENERATOR TECHNICAL DATA
View of Existing NX-12 Form
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View of Existing NX-12 Form (cont.)
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Existing NX-12 Form – Challenges
• Contains a number of fields that are not considered
“Generator Technical Data” (the title and intent of NX-12)
• Contains a number of frequently changing fields that have
been difficult to consistently maintain in an accurate and
timely fashion.
– Lead MP contact updating the NX-12 may not be starting from the
current version.
– For DEs providing centralized dispatch for multiple Generators, the
Lead MP contact is often different, so the DE contact information
across the various NX-12s is often different (exacerbated when a DE
manages for multiple Lead MPs)
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Existing NX-12 Form – Challenges (cont)
• Cumbersome to update because it is only updated by the
Lead MP contacts for a single Generator
– Only updated by Lead MP, so DE has to communicate to Lead MP who
has to update the NX-12.
– As listed previously, may not always be the same Lead MP contact
updating the NX-12s
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View of Proposed NX-12 Form
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View of Proposed NX-12 Form (cont)
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Proposed NX-12 Form
• Returns the form to be more in line with the original intent
“Generator Technical Data”
• Removes frequently changing fields about the Generator that
are not part of ISO Control Room dispatch consideration
• Removes frequently changing DE contact fields so they can be
managed by the DEs directly. This enables annual verification
of the DE information more easily to support ISO Control
Room communications.
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OP 14 – APPENDIX G (NEW)
TRAINING & CERTIFICATION REQUIREMENTS FOR
DESIGNATED ENTITY / DEMAND DESIGNATED
ENTITY
Training & Certification Requirements for DE /
DDE
• Why are we defining new training and certification
requirements?
– To promote system reliability
– To create baseline knowledge for a DE / DDE operating in New England
– To ensure awareness and familiarity with regional standards during
normal, emergency and restoration operational conditions
• Who is required to complete the training?
– DE Operators who communicate with the ISO Control Room
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Training & Certification Requirements for DE /
DDE (cont)
• What are the different levels?
– Initial training and certification
– Renewal training and certification
• How is the training going to be offered?
– Training will be administered by the ISO and available as either:
• Periodic in-person training
• Online training available through ISO-TEN
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