Metered Energy Adjustment Factor

Settlements and Billing

BPM Configuration Guide:Metered Energy Adjustment Factor

Pre-calculation

Version5.51

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 SaMC Charge Code in one document.

2.Introduction

2.1Background

With the September 21, 2006 FERC Order, a resource will no longer be required to perform within its relevant Tolerance Band as stated in Paragraph #516 of the FERC Order. Additionally stated in Paragraph #516, Resources that fall short of the Day Ahead and RT Dispatch Instructions shall only be guaranteed the recovery of cost associated with the Energy actually provided, and should not receive payment for deviations from DA Schedule or RT Dispatch Instructions.

This pre-calculation will determine the metered Energy adjustment factor to address the Paragraph #516 FERC order to pay Bid Cost recovery and Exceptional Dispatch Excess Cost Payments based on delivered Energy.

2.2Description

This pre-calculation will provide Real Time metered Energy adjustment factors for each Resource per Dispatch Interval (5-minute interval) as well as the DA metered Energy adjustment factor for the IFM Net Amount Pre-Calc.

The Real-Time metered Energy adjustment factor will be used in successor Pre-calculations/Charge Codes to adjust the expected energy allocation from the Market Quality System (MQS) by multiplying the applicable factors per Expected Energy MW to give an approximate metered Energy amount to RTM Net Amount, Real Time Excess Cost for Instructed Energy Settlement CC 6482, and Exceptional Dispatch Uplift Settlement, CC 6488. The DA metered Energy adjustment factor will be utilized by successor IFM Net Amount Pre-Calc to generate the DA metered Energy adjustment factor.

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

3.6.1The equation for RT MarketMetered Energy Adjustment Factor per Dispatch Interval f:

IF(TotalExpectedEnergyFiltered BrtuT’I’M’F’S’hif –

TotalDayAheadExpectedEnergyIncludingSREBrtuT’I’M’F’S’hif –

DispatchIntervalRTSelfScheduleEnergyFilteredBrtuT’I’M’F’S’hif) = 0

AND

DispatchIntervalMeteredQuantityForMeteredAdjFactor BrtuT’I’M’F’S’hif > 0

THEN

RTMarketMeteredEnergyAdjustmentFactorBrtuT’I’M’F’S’hif = (1 -DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlag BrtuT’I’M’F’S’hif)

ELSE

RTMarketMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif=

(1 -DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif) *

BADispatchIntervalResouceNonRMREnergyRatio BrtuT’I’M’F’S’hif *

MIN [1,

MAX (0,

(DispatchIntervalMeteredQuantityForMeteredAdjFactorBrtuT’I’M’F’S’hif –

TotalDayAheadExpectedEnergyIncludingSREBrtuT’I’M’F’S’hif–

DispatchIntervalRTSelfScheduleEnergyFilteredBrtuT’I’M’F’S’hif)/

(TotalExpectedEnergyFilteredBrtuT’I’M’F’S’hif –

TotalDayAheadExpectedEnergyIncludingSREBrtuT’I’M’F’S’hif–

DispatchIntervalRTSelfScheduleEnergyFilteredBrtuT’I’M’F’S’hif)) ]

Note: Actual implementation of the If Statement condition is indicated below due to a product limitation whereby the software engine utilizes numbers within its cache that may have a precision beyond 9 decimal places. A number may appear to be zero when as it is written to the database, yet the number utilized within the cache during the calculation is a very small, non-zero number. The modified If Statement condition is intended to set the adjustment factor to 1 when the value is considered infinitesimal.

IF ( abs (TotalExpectedEnergyFilteredBrtuT’I’M’F’S’hif –

TotalDayAheadExpectedEnergyIncludingSRE BrtuT’I’M’F’S’hif –

DispatchIntervalRTSelfScheduleEnergyFilteredBrtuT’I’M’F’S’hif) < 0.0000000009 )

AND

DispatchIntervalMeteredQuantityForMeteredAdjFactor BrtuT’I’M’F’S’hif > 0

THEN

RTMarketMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif = (1 - DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif)

ELSE

RTMarketMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif=

(1 -DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif) *

BADispatchIntervalResouceNonRMREnergyRatioBrtuT’I’M’F’S’hif *

MIN [1,

MAX (0,

(DispatchIntervalMeteredQuantityForMeteredAdjFactorBrtuT’I’M’F’S’hif –

TotalDayAheadExpectedEnergyIncludingSREBrtuT’I’M’F’S’hif –

DispatchIntervalRTSelfScheduleEnergyFilteredBrtuT’I’M’F’S’hif) /

(TotalExpectedEnergyFilteredBrtuT’I’M’F’S’hif –

TotalDayAheadExpectedEnergyIncludingSRE BrtuT’I’M’F’S’hif –

DispatchIntervalRTSelfScheduleEnergyFilteredBrtuT’I’M’F’S’hif) ) ]

3.6.1.1DispatchIntervalRTSelfScheduleEnergyFiltered BrtuT’I’M’F’S’hif=

DispatchIntervalRTSelfScheduleEnergy BrtuT’I’M’VL’W’R’F’S’hif

3.6.2Day Ahead Meter Adjustment Factorper Dispatch Interval f:

IF

(TotalDayAheadExpectedEnergyIncludingSREBrtuT’I’M’F’S’hif –

DayAheadEnergyBelowBidCurveBrtuT’I’M’F’S’hif) = 0

AND

DispatchIntervalMeteredQuantityForMeteredAdjFactor BrtuT’I’M’F’S’hif > 0

THEN

DAMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif= (1 -DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif)

ELSE

DAMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif=

(1 -DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif) *BADispatchIntervalResouceNonRMREnergyRatioBrtuT’I’M’F’S’hif *

MIN (1,

MAX ( 0,

(DispatchIntervalMeteredQuantityForMeteredAdjFactor BrtuT’I’M’F’S’hif –

DayAheadEnergyBelowBidCurveBrtuT’I’M’F’S’hif)/

(TotalDayAheadExpectedEnergyIncludingSREBrtuT’I’M’F’S’hif–

DayAheadEnergyBelowBidCurveBrtuT’I’M’F’S’hif ) ) )

Note: Actual implementation of the If Statement condition is indicated below due to a product limitation whereby the software engine utilizes numbers within its cache that may have a precision beyond 9 decimal places. A number may appear to be zero when as it is written to the database, yet the number utilized within the cache during the calculation is a very small, non-zero number. The modified If Statement condition is intended to set the adjustment factor to 1 when the value is considered infinitesimal.

IF ( abs (TotalDayAheadExpectedEnergyIncludingSRE BrtuT’I’M’F’S’hif –

DayAheadEnergyBelowBidCurveBrtuT’I’M’F’S’hif) < 0.0000000009 )

AND

DispatchIntervalMeteredQuantityForMeteredAdjFactor BrtuT’I’M’F’S’hif > 0

THEN

DAMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif = (1 -DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlag BrtuT’I’M’F’S’hif)

ELSE

DAMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif=

(1 -DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif) *
BADispatchIntervalResouceNonRMREnergyRatioBrtuT’I’M’F’S’hif *

MIN (1,

MAX ( 0,

(DispatchIntervalMeteredQuantityForMeteredAdjFactor BrtuT’I’M’F’S’hif –

DayAheadEnergyBelowBidCurveBrtuT’I’M’F’S’hif)/

(TotalDayAheadExpectedEnergyIncludingSREBrtuT’I’M’F’S’hif–

DayAheadEnergyBelowBidCurveBrtuT’I’M’F’S’hif ) ) )

3.6.3Where TotalDayAheadExpectedEnergyIncludingSREBrtuT’I’M’F’S’hif =

TotalDayAheadExpectedPMPPLoadEnergy BrtuT’I’M’F’S’hif +
TotalDayAheadExpectedNonLoadOrNonPMPPLoadEnergyIncludingSRE BrtuT’I’M’F’S’hif

3.6.3.1TotalDayAheadExpectedPMPPLoadEnergy BrtuT’I’M’F’S’hif =

DALoadSchedule BrtuT’I’M’AA’R’pW’F’S’vVL’h / N

Where N = total number of Dispatch Intervals per Trading Hour

And Where

Component Type F’ = PMPP

3.6.3.2TotalDayAheadExpectedNonLoadOrNonPMPPLoadEnergyIncludingSRE BrtuT’I’M’F’S’hif =

DispatchIntervalDAScheduleEnergyFiltered BrtuT’I’M’F’S’hif+

DAPumpEnergyFilteredBrtuT’I’M’F’S’hif+

DispatchIntervalStandardRampingEnergyFiltered BrtuT’I’M’F’S’hif

3.6.3.3DispatchIntervalDAScheduleEnergyFiltered BrtuT’I’M’F’S’hif =

DAScheduleEnergyQuantity BrtuT’I’M’VL’W’R’F’S’hif

3.6.3.4DispatchIntervalStandardRampingEnergyFiltered BrtuT’I’M’F’S’hif =

DispatchIntervalStandardRampingEnergy BrtuT’I’M’VL’W’R’F’S’hif

3.6.4And Where DayAheadEnergyBelowBidCurveBrtuT’I’M’F’S’hif =

(DispatchIntervalStandardRampingEnergy BrtuT’I’M’VL’W’R’F’S’hif +

DispatchIntervalDASelfScheduleQuantity BrtuT’I’M’VL’W’R’F’S’hif +

DispatchIntervalDAMinimumLoadEnergy BrtuT’I’M’VL’W’R’F’S’hif)

3.6.5The equation for Metered Energy Quantity per Dispatch Interval f:

For any given resource in a Dispatch Interval, all but one of the quantities being added below should be 0:

DispatchIntervalMeteredQuantityForMeteredAdjFactorBrtuT’I’M’F’S’hif=

BAResEntityDispatchIntervalMeteredGenerationQuantity BrtuT’I’Q’M’AA’F’R’pPW’QS’d’Nz’VvHn’L’hif+

BAResEntityDispatchIntervalMeteredCAISODemandQuantity

BrtuT’I’Q’M’AA’F’R’pPW’QS’d’Nz’VvHn’L’hif +

DispatchIntervalDeemedDeliveredInterchangeEnergyQuantityFilteredBrtuT’I’Q’M’AA’F’R’pPW’QS’d’Nz’VvHn’L’hif

3.6.5.1DispatchIntervalDeemedDeliveredInterchangeEnergyQuantityFilteredBrtuT’I’Q’M’AA’F’R’pPW’QS’d’Nz’VvHn’L’hif=

DispatchIntervalDeemedDeliveredInterchangeEnergyQuantityBrtEuT’I’Q’M’AA’F’R’pPW’QS’d’Nz’OVvHn’L’hif

3.6.6DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif =

IF

Energy Type E = WHEEL for DispatchIntervalDeemedDeliveredEnergyForMEAFBrtEuT’I’M’F’S’hif

THEN

DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif = 1

ELSE (Energy Type E > WHEEL for DispatchIntervalDeemedDeliveredInterchangeEnergyQuantity BrtEuT’I’Q’M’AA’F’R’pPW’QS’d’Nz’OVvHn’L’hif )

DispatchIntervalDeemedDeliveredInterchangeWheelEnergyFlagBrtuT’I’M’F’S’hif = 0

3.6.6.1DispatchIntervalDeemedDeliveredEnergyForMEAFBrtEuT’I’M’F’S’hif=

DispatchIntervalDeemedDeliveredInterchangeEnergyQuantityBrtEuT’I’Q’M’AA’F’R’pPW’QS’d’Nz’OVvHn’L’hif

3.6.7BADispatchIntervalResouceNonRMREnergyRatio BrtuT’I’M’F’S’hif =

IF BAResourceDispatchIntervalRMREnergy BrtuT’I’M’F’S’hif> 0

THEN

BADispatchIntervalResouceNonRMREnergyRatio BrtuT’I’M’F’S’hif =
Max(0,(TotalExpectedEnergyFilteredBrtuT’I’M’F’S’hif–

BAResourceDispatchIntervalRMREnergy BrtuT’I’M’F’S’hif) /

TotalExpectedEnergyFilteredBrtuT’I’M’F’S’hif)

ELSE

BADispatchIntervalResouceNonRMREnergyRatio BrtuT’I’M’F’S’hif = 1

3.6.8TotalExpectedEnergyFilteredBrtuT’I’M’F’S’hif =

( TotalExpectedEnergy BrtuT’I’M’VL’W’R’F’S’hif +

TotalPumpingExpectedEnergyForMEAFBrtuT’I’M’VL’W’R’F’S’hif )

3.6.8.1TotalPumpingExpectedEnergyForMEAFBrtuT’I’M’VL’W’R’F’S’hif =

DAPumpingEnergyBrtuT’I’M’VL’W’R’F’S’hif +

DispatchIntervalRTPumpingEnergy BrtuT’I’M’VL’W’R’F’S’hif

3.6.9The equation for the Exceptional Dispatch Metered Energy Adjustment Factor per Dispatch Interval f:

ExceptionalDispatchMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif =

IF DispatchIntervalTotalExceptionalIIE BrtuT’I’M’F’S’hif > 0

THEN

ExceptionalDispatchMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif =

MAX (0,

MIN (1,

( DispatchIntervalMeteredQuantityForMeteredAdjFactor BrtuT’I’M’F’S’hif –
(TotalExpectedEnergyFiltered BrtuT’I’M’F’S’hif –
DispatchIntervalTotalExceptionalIIE BrtuT’I’M’F’S’hif
) ) / DispatchIntervalTotalExceptionalIIE BrtuT’I’M’F’S’hif ) )

ELSE

ExceptionalDispatchMeteredEnergyAdjustmentFactor BrtuT’I’M’F’S’hif = 0

3.6.9.1DispatchIntervalTotalExceptionalIIE BrtuT’I’M’F’S’hif =

ExceptionalDispatchIIE BrtuT’ObI’M’AA’R’W’F’S’VL’Phif

3.7Outputs