Configuration Guide for: Low Voltage Access Revenue Payment / Date: 12/18/09
Settlements & Billing
BPM Configuration Guide:Low Voltage Access Revenue Payment
CC 375
Version 5.0
CAISO, 2018 / Page 1 of 6Settlements & Billing / Version: 5.0
Configuration Guide for: Low Voltage Access Revenue Payment / Date: 12/18/09
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
The Transmission Revenue Requirement (TRR) is the total annual authorized revenue requirement associated with transmission facilities and Entitlements turned over to the Operational Control of the CAISO by a Participating Transmission Owner (PTO). The costs of any transmission facility turned over to the Operational Control of the CAISO are fully included in the PTO's TRR. The TRR includes the costs of transmission facilities and Entitlements and deducts Transmission Revenue Credits (TRC) and credits for Standby Transmission Revenue and the transmission revenue expected to be actually received by the PTO for Existing Rights and Converted Rights. Each PTO establishes its TRR through a proceeding at the Federal Energy Regulatory Commission (FERC). For PTOs serving load, the TRR filing with FERC must include a forecast of annual Gross Load.
With regard to the recovery by a PTO of its TRR, the CAISO Tariff distinguishes between High Voltage Transmission Facilities (transmission facilities 200 kilovolts (kv) and above) and Low Voltage Transmission Facilities (transmission facilities below 200 kv). Pursuant to Section 26.1 of the CAISO Tariff, the TRR for High Voltage Transmission Facilities is recovered through the CAISO’s transmission Access Charges, which are assessed to all Gross Load and Wheeling customers served by the CAISO Controlled Grid. Section 26.1 of the CAISO Tariff also provides that a PTO’s Low Voltage TRR is to be recovered through the Low Voltage Access Charge (LVAC). Each PTO chargesfor and collects the LVAC, as provided in its TO Tariff, except that the CAISO is required to charge for and collect the LVAC of each Non-Load-Serving (NLS)PTO that qualifies under Section 26.1 and Appendix F, Schedule 3, Section 13, unless otherwise agreed by the affected PTOs. LVAC is assessed to a PTO that is also a Utility Distribution Company (UDC), Metered Subsystem (MSS) Operator, or Scheduling Coordinator (SC) serving End-Use Customers that is using the Low Voltage Transmission Facilities of another PTO. If a UDC or MSS Operator that is serving Gross Load in a PTO Service Territory has Existing Rights to use another PTO’s Low Voltage Transmission Facilities, such entity is not charged the LVAC for delivery of Energy to Gross Load for deliveries using the Existing Rights. The CAISO is required to assess the LVAC for each project of a NLSPTO to the UDC or MSS Operator of each PTO that is directly connected to one or more Low VoltageTransmission Facilities of that project, unless otherwise agreed by the affected PTOs.
2.2Description
The LVAC will be processed dailyin the CAISO Settlements system through the following two new separate Charge Codes (CCs):
-CC 373 Low Voltage Access Charge Settlement
-CC 375 Low Voltage Access Revenue Payment
CC373 will be used to charge the PTO that is also a UDC, MSS Operator, or SC serving End-Use Customers that is using the Low Voltage Transmission Facilities of the NLSPTO. The amount collected by the CAISO through CC 373 will be disbursed to the NLSPTO through CC 375. CC 375will be discussed in this configuration document.
The LVAC of a NLSPTO will be calculated as the product of the applicable NLSPTO’s LVAC rate and the metered Gross Load of the PTO directly connected to the Low Voltage Transmission Facilities of the NLSPTO.
3.Charge Code Requirements
3.1Business Rules
Bus Req ID / Business Rule1.0 / The amount that CAISO collected through CC373 will be disbursedto the NLSPTOthrough CC 375.
2.0 / CC375 shall be calculated daily in the Settlement system.
3.2Predecessor Charge Codes
Charge Code/ Pre-calc NameCC 373 Low Voltage Access Charge Settlement
3.3Successor Charge Codes
Charge Code/ Pre-calc NameCC 4989 Daily Rounding Adjustment Allocation
3.4Inputs – External Systems
Row # / Variable Name / DescriptionNone
3.5Inputs - Predecessor Charge Codes or Pre-calculations
Row # / Variable Name / Predecessor Charge Code/Pre-calc Configuration
1 / PTOLowVoltageAccessChargeSettlementAmount BPmd / Low Voltage Access Charge amount by PTO’s correspondingBusiness Associate ID, by Non-Load-Serving PTOand by Trading Day.
3.6CAISO Formula
3.6.1NLSPTOLowVoltageAccessRevenueTotalPaymentAmountBmd = NLSPTOLowVoltageAccessRevenuePaymentAmountPmd
Where Output B=NLSPTO BAID (Attribute P will be moved to Attribute B through an ‘attribute move’ process).
3.6.1.1NLSPTOLowVoltageAccessRevenuePaymentAmountPmd = (-1)*PTOLowVoltageAccessChargeSettlementAmountBPmd
Where Output P=NLSPTO
3.7Outputs
Output Req. ID / Name / DescriptionAll external inputs shall be included as outputs.
1 / NLSPTOLowVoltageAccessRevenueTotalPaymentAmount Bmd / Total Low Voltage Access Revenue payment amount byNLSPTO’s corresponding Business AssociateID and by Trading Day.
2 / NLSPTOLowVoltageAccessRevenuePaymentAmountPmd / Low Voltage Access Revenue Payment by PTO’s correspondingBusiness Associate ID, by NLSPTOand by Trading Day.
4.Charge Code Effective Date
Charge Code/Pre-calc Name / Document Version / Effective Start Date / Effective End Date / Version Update Type
Low Voltage Access Revenue Payment(CC 375) / 5.0 / 02/01/10 / Open / Configuration Impacted
CAISO, 2018 / Page 1 of 6