Standard Capacity Product / Version: 5.01
Configuration Guide for: Standard Capacity Product Pre Calculation / Date: 1208/238/109

Standard Capacity Product

BPM Configuration Guide:Standard Capacity Product

Pre-calculation

Version 5.01

CAISO, 2018 / Page 1 of 10
Standard Capacity Product / Version: 5.01
Configuration Guide for: Standard Capacity Product Pre Calculation / Date: 1208/238/109

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 Charge Code Formula

3.7Output Requirements

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

The Standard Capacity Product (SCP) is effective on January 1, 2010, as described in CAISO Tariff Section 40.9. SCP incorporates resource availability standards and incentives into the ISO Tariff to facilitate contracting for Resource Adequacy (RA) Capacity. SCP also enhances grid reliability and market efficiency by providing an incentive for RA Resources to be available during peak hours.

SCP is a set of attributes defined in the CAISO tariff which specify the Availability Standard, Non-Availability Charges and Availability Incentive Payments applied to non-exempt RA capacity. There is one availability standard applicable to RA resources each month during the RA compliance year. Each monthly Availability Standard is based on the historic availability of the RA resource fleet during a pre-defined set of peak hours during a previous three-year period. At a high level, the CAISO will review the availability of each RA Resource subject to SCP each month to determine whether its meets the Availability Standard applicable for that month. A RA Resource that has a lower availability rate than the Availability Standard minus the tolerance band of 2.5% is subject to a Non-Availability Charge. A RA Resources that has Availability greater than the Availability Standard plus the tolerance band of 2.5% will be eligible for an Availability Incentive Payment.

Demand response resources whose Qualifying Capacity is determined by the California Public Utilities Commission (CPUC) or Local Regulatory Authority that does not adjust the historical outage data to correct for the possible double-counting of Outages will not be subject to SCP. The deferral of these provisions to these types of RA Resources is temporary, and in the future the CAISO will revisit the applicability of SCP provisions to these types of RA Resources.

RA resources may substitute non RA capacity to mitigate the impact of a forced outage or de-rate on its availability calculation. Any substituted capacity must be both available (as stated in SLIC) and, if substituted in DA market, must submit a bid or self schedule for full amount of substitution in DA market.A non-Resource Adequacy Resource that the CAISO approves to substitute for Resource Adequacy Capacity becomes a Resource Adequacy Resource for the duration of the substitution.

2.2Description

The Standard Capacity Product Pre-calculation is the Pre-calculationwhich executes daily the hourly Availability and Sold Quantities that will be used in the subsequent monthly charge codes. This Pre-calculation is predecessor to CC8824 (Monthly Resource Adequacy Standard Capacity Product Settlement) and CC8825(Monthly NRSS Resource Adequacy Standard Capacity Product Settlement).

3.Charge Code Requirements

3.1Business Rules

Bus Req ID / Business Rule
1.0 / The Hourly RA MW Available from Resource and total Availability Assessment Hours of month includes only peak hours. In essence, the CAISO will sum the MW that are available in the month for only the defined Availability Assessment Hours.
1.1 / Availability for each RA resource for each month will be determined by calculating: (a) the total RA Capacity MW available over all Availability Assessment Hours of the month, divided by (b) the total RA Capacity MW designated in the Supply Plan for the same hours
1.2 / A tolerance band of 5.0% is used around the Availability Standard (2.5% on either side of the Availability Standard value) to eliminate the calculation and assessment of Non-Availability Charges and Availability Incentive Payments in very small amounts.
2.0 / SCP Non-Availability Charges and Availability Incentive Payments apply to the Local Capacity Area RA capacity submitted by a Loadfollowing MSS in an annual Resource Adequacy Plan and to the Local Capacity Area RA Capacity of a Modified Reserve Sharing LSE.
3.0 / The eligible substitution quantity is calculated as the minimum of the bid and the substituted capacity in DA market. The bidding is not required for RT substitution.

3.2Predecessor Charge Codes

Charge Code/ Pre-calc Name
Measured Demand over Control Area Pre-Calculation

3.3Successor Charge Codes

Charge Code/ Pre-calc Name
Monthly Resource Adequacy Standard Capacity Product Settlement (CC8824)
Monthly Non-Resource Specific System Resource Adequacy Standard Capacity Product Settlement(CC8825)
Monthly Resource Adequacy Standard Capacity Product Metered Demand Allocation
(CC 8826)
Monthly Non-Resource Specific System Resource Adequacy Standard Capacity Product Metered Demand Allocation
(CC 8827)

3.4Inputs – External Systems

Row # / Variable Name / Description
1 / BAHourlyOutOfServiceTransmissionPathFlag BrtF’S’dh / The Flag is 1 When the Transmission Path is out of Service and 0 otherwise
2 / AvailabilityAssessmentHourFlag h / The Flag is 1 for the Availability Assessment Hours of Month and 0 otherwise. The Availability Assessment Hours effective 1/1/2010 are:
Apr- Oct HE 14- 18
Jan – Mar HE 17- 21
Nov & Dec HE 17- 21
Excluding Saturday, Sunday and federal holidays
3 / BAHourlyRAResourceSoldCapacityQty BrtF’S’dh / Capacity MW sold by Business Associate B and by Resource r and Resource Type t subject to the SCP and for each Assessment hour h
4 / BAHourlyRAResourceSubstitutedCapacityQty Brtr’F’S’h / Substituted Capacity MW available by Business Associate B and by Resource r and Resource Type t subject to the SCP and for each Assessment hour h
5 / BAHourlyRAResourceBidQty Brtr’F’S’h / Bid Quantity for the substituted resource.
6 / BAHourlyRAResourceAvailableCapacityQty BrtF’S’dh / Capacity MW available by Business Associate B and by Resource r and Resource Type t subject to the SCP and for each compliance hour h
7 / BARAResourceGrandFatheredAvailableCapacityQtyBrtF’S’f’dh / Capacity MW not available to CAISO by Business Associates B and Resource r and Resource Type t for each compliance hour h
8 / BAHourlyRAResourceDARTTimeframeSubstitutionFlag Brtr’F’S’h / DA and Real Time Market Timeframe Substitution Flag MW. This Flag is 1 when the substitution happens in DA Market and 0 In RT Market.The DA Timeframe shall be anytime up to 6:00AM on the Day before the substitution start time specified on a unit substitution request.
The RT Timeframe shall be anytime after 6:00AM on the day before the substitution start time specified on a unit substitution request
9 / BAHourlyRAResourceSubstitutedAvailabilityQtyBrtr’F’S’h / Hourly MW capacity available by Business Associate B and by Substitution Resource r’during the trading hour h.

3.5Inputs - Predecessor Charge Codes or Pre-calculations

Row # / Name / Predecessor Charge Code/
Pre-calc Configuration
1 / BAHourlyNodalMeteredCAISODemandQuantity_MDOverCA BAA’mdh / Sum of meter input values over the Aggregated Pricing Node A of Aggregated Pricing Node Type A’ for Business Associate B, Trading Hour h, Trading Day d and Trading Month m. The summed quantity includes the individual meter readings for Loads of non-MSS entities and gross-settled MSS entities, and also includes the calculated net MSS Demand value for each net-settled MSS entity.
2 / HourlyNodalMeteredCAISODemandQuantity_MDOverCA AA’mdh / Sum of meter input values over the Aggregated Pricing Node A of Aggregated Pricing Node Type A’ for Trading Hour h, Trading Day d and Trading Month m. The summed quantity includes the individual meter readings for Loads of non-MSS entities and gross-settled MSS entities, and also includes the calculated net MSS Demand value for each net-settled MSS entity.

3.6CAISO Charge Code Formula

3.6.1BAHourlyRAResourceAssessmentHourSoldCapacityQuantity BrtF’S’dh=BAHourlyRAResourceSCPEligibleSoldCapacityQuantityBrtF’S’dh*BAHourlyResourceAvailabilityAssessmentHourCalculatedFlagBrtF’S’dh

3.6.2BAHourlyRAResourceAssessmentHourAvailableCapacityQuantity BrtF’S’dh= Min(BAHourlyRAResourceSCPEligibleSoldCapacityQuantityBrtF’S’dh, BAHourlyTotalRAResourceAvailableCapacityQuantity BrtF’S’dh)*BAHourlyResourceAvailabilityAssessmentHourCalculatedFlagBrtF’S’dh

3.6.3BAHourlyResourceAvailabilityAssessmentHourCalculatedFlagBrtF’S’dh=Max(0,( AvailabilityAssessmentHourFlagh - BAHourlyOutOfServiceTransmissionPathFlag BrtF’S’dh))

3.6.4BAHourlyRAResourceSCPEligibleSoldCapacityQuantityBrtF’S’dh=BARAResourceSCPEligiblePercentageBrtF’S’dh* BAHourlyRAResourceSoldCapacityQtyBrtF’S’dh

3.6.5BAHourlyTotalRAResourceAvailableCapacityQuantity BrtF’S’dh=(BAHourlyRAResourceSCPEligibleAvailableCapacityQuantity BrtF’S’dh+BAHourlyRAResourceSCPSubstitutedCapacityQuantity Brtr’F’S’h)

3.6.6IF

BAHourlyRAResourceDARTTimeframeSubstitutionFlagBrtr’F’S’h=1

THEN

BAHourlyRAResourceSCPSubstitutedCapacityQuantity Brtr’F’S’h = Min(BAHourlyRAResourceSubstitutedCapacityQuantityBrtr’F’S’h, BAHourlyRAResourceBidQty Brtr’F’S’h)

ELSE

BAHourlyRAResourceSCPSubstitutedCapacityQuantityBrtr’F’S’h=BAHourlyRAResourceSubstitutedCapacityQuantityBrtr’F’S’h

3.6.7BAHourlyRAResourceSubstitutedCapacityQuantity Brtr’F’S’h= Min(BAHourlyRAResourceSubstitutedCapacityQty Brtr’F’S’h,BAHourlyRAResourceSubstitutedAvailabilityQty Brtr’F’S’h)

3.6.8BAHourlyRAResourceSCPEligibleAvailableCapacityQuantityBrtF’S’dh=BARAResourceSCPEligiblePercentage BrtF’S’dh*BAHourlyRAResourceAvailableCapacityQtyBrtF’S’dh

3.6.9BARAResourceSCPEligiblePercentageBrtF’S’dh=BAHourlyRAResourceSCPCapacityNotGrandfatheredQuantityBrtF’S’dh/BAHourlyRAResourceSoldCapacityQtyBrtF’S’dh

3.6.10BAHourlyRAResourceSCPCapacityNotGrandfatheredQuantityBrtF’S’dh=Max(0,(BAHourlyRAResourceSoldCapacityQtyBrtF’S’dh-BARAResourceTotalGrandFatheredAvailableCapacityQuantityBrtF’S’dh))

3.6.11BARAResourceTotalGrandFatheredAvailableCapacityQuantityBrtF’S’dh =BARAResourceGrandFatheredAvailableCapacityQtyBrtF’S’f’dh

3.6.12BAHourlyNodalSCPMeteredCAISODemandQuantity_MDOverCABmdh= BAHourlyNodalMeteredCAISODemandQuantity_MDOverCABAA’mdh

Where APN_TYPE = DEFAULT

3.6.13HourlyNodalSCPMeteredCAISODemandQuantity_MDOverCAmdh=HourlyNodalMeteredCAISODemandQuantity_MDOverCAAA’mdh

Where APN_TYPE = DEFAULT

3.7Output Requirements

Output Req ID / Name / Description
1 / In addition to any outputs listed below, all inputs shall be included as outputs.
2 / BAHourlyRAResourceSCPCapacityNotGrandfatheredQuantity BrtF’S’dh / Eligible capacity that is not grandfathered by Business Associate B and resources r and Resource Type t
3 / BARAResourceSCPEligiblePercentage BrtF’S’dh / Percentage of Eligible SCP that is available to the ISO
4 / BAHourlyRAResourceSCPEligibleAvailableCapacityQuantity BrtF’S’dh / Total Hourly Capacity MW Availability by Business Associates B Resource r and Resource Type t during the Trading Hour h
5 / BAHourlyRAResourceSCPSubstitutedCapacityQuantity Brtr’F’S’h / SCP Elligible Substituted Capacity Quantity.
6 / BAHourlyTotalRAResourceAvailableCapacityQuantity BrtF’S’dh / Total Hourly Capacity MW Availability by Business Associates B Resource r and Resource Type t during the Trading Hour h
7 / BAHourlyRAResourceSCPEligibleSoldCapacityQuantity BrtF’S’dh / Eligible hourly sold capacity quantity by Business Associate B and resources r and Resource Type t
8 / BAHourlyRAResourceAssessmentHourAvailableCapacityQuantity BrtF’S’dh / Total Hourly Capacity MW Available during the Peak Hours by Business Associates B Resource r and Resource Type t during the Trading Hour h.
9 / BAHourlyRAResourceAssessmentHourSoldCapacityQuantity BrtF’S’dh / Hourly sold capacity during the peak hours by Business Associate B and resources r and Resource Type t
10 / BAHourlyResourceAvailabilityAssessmentHourCalculatedFlagBrtF’S’dh / Hourly Assessment Hour calculated Flag based on the difference between the Assessment Hour Flag and the Path out of Service Flag
11 / BARAResourceTotalGrandFatheredAvailableCapacityQuantityBrtF’S’dh / Total Grandfathered Available capacity quantity by Business Associate B, Resource r and Resource Type t during the trading Hour h
12 / BAHourlyNodalSCPMeteredCAISODemandQuantity_MDOverCABmdh / Hourly Nodal SCP CAISO Metered Demand by Business Associate B
13 / HourlyNodalSCPMeteredCAISODemandQuantity_MDOverCAmdh / Hourly Nodal SCP CAISO Metered Demand
14 / BAHourlyRAResourceSubstitutedCapacityQuantityBrtr’F’S’h / Hourly Eligible Substituted Capacity Quantity by business associate B resource r and substitution resource type r’ for the trade hour h.

4.Charge Code Effective Date

Charge Code/
Pre-calc Name / Document Version / Effective Start Date / Effective End Date / Version Update Type
Standard Capacity Product Pre-Calculation / 5.0 / 01/01/10 / Open6/21/10 / Configuration Impacted
Standard Capacity Product Pre-Calculation / 5.1 / 06/22/10 / Open / Configuration Impacted
CAISO, 2018 / Page 1 of 10