ID #2013-001R - Pool Participant Manual Submissions

ID #2013-001R - Pool Participant Manual Submissions
Information Document
Energy Trading System Pool Participant Manual: Submissions
ID #2013-001R
Table of Contents
1
Purpose ....................................................................................................................... 3
2
Background ................................................................................................................. 3
3
System Requirements and Digital Certificates ........................................................ 4
4
Create a New Energy Submission from Scratch ..................................................... 4
5
6
7
4.1
Navigate to the Submission Screen ......................................................................... 4
4.2
Link Offer Control and Default Offer Control Parties to Asset .............................. 7
4.3
Enter the Submission Data for each Applicable Operating Block ......................... 9
4.4
Troubleshooting ...................................................................................................... 12
Create a New Energy Offer from an Existing Offer ............................................... 13
5.1
Create a New Submission using an Existing Submission ................................... 13
5.2
Troubleshooting ...................................................................................................... 16
Energy Restatements ............................................................................................... 16
6.1
Create an Available Capability Restatement ......................................................... 17
6.2
Troubleshooting ...................................................................................................... 20
6.3
Create a MW Restatement ....................................................................................... 21
6.4
Creating a Price/Quantity Restatement Prior to T-2 ............................................. 24
6.5
Troubleshooting ...................................................................................................... 26
6.6
Offer Control Party Restatement ............................................................................ 26
6.7
Troubleshooting ...................................................................................................... 30
Energy Historical Offer Control............................................................................... 30
7.1
8
9
Edit Offer Control..................................................................................................... 30
Outage Scheduling ................................................................................................... 33
8.1
Create New Entry ..................................................................................................... 33
8.2
View Existing Available Capability ......................................................................... 34
8.3
Edit Daily Entry for Available Capability................................................................ 34
8.4
Troubleshooting ...................................................................................................... 35
Minimum Stable Generation .................................................................................... 36
9.1
Energy Submission Screen .................................................................................... 36
9.2
Minimum Stable Generation Restatements ........................................................... 36
10 File Upload Formats ................................................................................................. 39
10.1
Energy Market Submission Format........................................................................ 39
10.2
Definitions ................................................................................................................ 40
11 Submissions through a File Upload ....................................................................... 42
11.1
Create a New File Upload ........................................................................................ 42
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11.2
Create New from an Existing File Upload .............................................................. 43
11.3
Submit the File Upload ............................................................................................ 43
11.4
Troubleshooting ...................................................................................................... 44
12 Dispatch Down Service Submissions .................................................................... 45
12.1
Create a New Dispatch Down Service Submission .............................................. 45
12.2
Enter the Dispatch Down Service Submission Data............................................. 46
12.3
Create a New Dispatch Down Historical Offer Control Submission.................... 47
12.4
Troubleshooting ...................................................................................................... 50
13 Dispatch Down Service Restatements ................................................................... 50
13.1
Enter Dispatch Down Service Restatement .......................................................... 50
13.2
Troubleshooting ...................................................................................................... 52
14 Energy Restatement Requiring a Dispatch Down Service Restatement ............ 53
14.1
Attempt to Enter an Energy Restatement .............................................................. 53
14.2
Troubleshooting ...................................................................................................... 55
15 Entering and Maintaining Pool Asset Constraints ................................................ 55
15.1
Definitions ................................................................................................................ 55
15.2
Navigate to the Constraints .................................................................................... 56
15.3
Troubleshooting ...................................................................................................... 57
16 Long Lead Time ........................................................................................................ 58
16.1
Long Lead Time Pool Asset Planning to Return from an Offline State ............... 58
16.2
Troubleshooting ...................................................................................................... 59
18 Contact Information ................................................................................................. 60
19 Appendices ............................................................................................................... 60
APPENDIX 1 – How to Identify an Offer Control Party ................................................ 61
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Energy Trading System Pool Participant Manual: Submissions
ID# 2013-001R
Information documents are for information purposes only and are intended to provide guidance. In the
event of any discrepancy between the information document and the related authoritative document(s) in
effect, the authoritative document(s) governs. Please submit any questions or comments regarding this
information document to [email protected]
1
Purpose
This information document supports the following sections of the ISO rules:
(a) ISO rules Section 201.4 Submission Methods and Coordination of Submissions;
(b) ISO rules Section 202.4 Managing Long Lead Time Assets;
(c) ISO rules Section 203.1 Offers and Bids for Energy;
(d) ISO rules Section 203.3 Energy Restatements;
(e) ISO rules Section 204.1 Offers for Dispatch Down Service;
(f) ISO rules Section 204.3 Dispatch Down Service Restatements; and
(g) ISO rules Section 5 Reliability Assessment and Scheduled Generator Outage Cancellation.
The purpose of this information document is to provide examples to market participants on how to submit
information to the ISO in the methods required in Section 201.4. This information document is likely of
most interest to pool participants that use the Energy Trading System to submit information to the ISO. It
is specifically intended for staff involved in entering and maintaining submissions data or staff involved in
entering and maintaining pool asset constraints.
This information document differs from other information documents created by the AESO in that it
contains some obligatory language. This is due to the nature of this information document, as it deals
with the Energy Trading System and instructs pool participants on the proper use of that system. The
Energy Trading System requires pool participants to submit information using specific methods and
formats in order for submissions to be valid. Consequently, this information document contains words
such as “must” to convey these requirements, but pool participants should understand that these are not
binding authoritative requirements. Not complying with Energy Trading System requirements only results
in invalid submissions and errors in the Energy Trading System, and does not constitute non-compliance
with ISO rules or other authoritative documents.
2
Background
This manual is for general information purposes only. It is based upon information which is subject to
change. While the AESO endeavours to keep this manual up-to-date, the AESO assumes no obligation
to do so or to notify any party of any changes, updates or new versions of this manual. Under no
circumstances is the AESO, its members, officers, employees, contractors or agents, or any of their
respective affiliates, liable for any errors or omissions in, or any losses, damages or claims whatsoever,
whether in contract, tort or otherwise, arising from use of or reliance upon, this manual or any information
contained herein. Parties using or relying on this manual do so solely at their own risk, and all information
contained in this manual should be independently verified.
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Energy Trading System Pool Participant Manual: Submissions
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3
System Requirements and Digital Certificates
The supported platform for the Energy Trading System is Windows XP, Windows Vista, Windows 7,
Windows 2000 Professional, Windows 2000 Server, Windows 2003 Server, Windows 2008 Server and
Internet Explorer 9.
Certain communication with the AESO, including the process to submit bids and offers, register/accept
net settlement instructions (NSI), and retrieve statements is handled through the Internet. To ensure that
the Internet-based communication between participants and the AESO is secure, participants cannot
receive access to the Energy Trading System without purchasing a digital certificate.
4
Create a New Energy Submission from Scratch
Steps
4.1
Navigate to the Submission Screen
(a)
Through the AESO website, log on to the system, click on the [Energy Trading System
(ETS) Login] icon on the top right corner of the screen.
(b)
Select the desired certificate and click on the [OK] button.
Select [Grant Permission] when prompted with “Grant or deny this application permission
to use this key”. Click [OK].
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Energy Trading System Pool Participant Manual: Submissions
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(c)
Select the ETS menu.
Note: The left-hand side of the screen populates with links to which the pool participant
has access.
(d)
Under the ETS menu, select [Submission].
Note: The screen opens to the [Submission Information] tab by default.
(e)
Click on the [Energy Submission] tab.
(f)
From the [Select Submission Type] list box, choose New Submission.
(g)
From the [Select Submission Action] list box, choose Create New from Scratch.
Note:
(h)
From this list, the user also has the option of modifying an existing submission,
creating a new submission from an existing one or editing an existing energy
submission.
From the [Select Dispatch Date] list box, choose Default Date.
Note:
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The dispatch date defaults to the next effective submission date. The next seven
(7) days are accessible to create new from scratch, create new from existing and
edit existing for energy submissions. These seven days (7) are deemed the
forecast scheduling period.
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(i)
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. Click [Next].
Note:
(j)
A pool asset which is a [Sink] consumes electricity whereas a [Source] generates
electricity.
From the [Select Asset] list box, choose the desired pool asset.
Note:
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The energy submission screen displays the submission filler to the left and the
submission entry grid is enabled (all fields are empty). Using the Filler, pool
participant can enter price/MW and select Offer Control Party, available
capability, minimum stable generation and acceptable operational reason.
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4.2
Link Offer Control and Default Offer Control Parties to Asset
(a)
Click on the [Offer Control Maintenance] tab and all active Offer Control Parties are listed
(they are not specific to any one company).
(b)
Select Offer Control Parties from [Offer Control Parties] and use the arrows to remove
and add Offer Control Parties as applicable. The Offer Control Parties listed are active as
of the last 30 days.
(c)
Select [Submit]. Submission links the selected Offer Control Parties to the asset.
Note: Offer Control Parties are to be linked to specific assets (including Import and
Export assets) prior to inputting energy submissions, dispatch down service (DDS)
submissions or historical Offer Control Party submissions in ETS.
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(d)
A participant may also optionally select one or more of the linked Offer Control Parties
from c) to be designated as Default Offer Control Parties for energy submissions and
DDS submissions. This is done by checking the 'Default' checkbox beside each linked
Offer Control Party that is to be designated as a Default Offer Control Party.
(e)
Select [Submit]. Submission implements any Default Offer Control Party designations.
Note: If any Default Offer Control Party is designated, ETS will apply the Default Offer
Control Party to future energy submissions and DDS submissions where no Offer Control
Party is specified in the ETS submission or restatement. The Default Offer Control Party
will not be applied to any blocks for which the Offer Control Party has already been
specified at the time of submission.
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Note: The application of a Default Offer Control Party at the time of submission will be
evident from the ETS submission acknowledgement window.
Note: The designation of Default Offer Control Parties does not add Offer Control
Parties to any current submissions that are missing Offer Control, nor does it add Offer
Control Parties to historical submissions. Details on updating Historical Offer Control can
be found in Section 7.
Note: The Default Offer Control Party will not be applied to offers for operating reserve
(OR) as there is a separate process in ETS for making this specification (see Ancillary
Services Restatements and Substitutions manual which can be found on the AESO
website at www.aeso.ca > Market > Market Participant Information > Pool Participant
Manuals).
4.3
Enter the Submission Data for each Applicable Operating Block
(a)
Click on [Energy Submission] tab.
(b)
From the [Select Submission Type] list box, choose New Submission.
(c)
Under [Select Submission Action] choose Create New from Scratch.
(d)
Under [Select Dispatch Date] choose a date.
(e)
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. In this example
Source asset is being used. Click [Next].
(f)
From the [Select Asset] list box, choose the desired pool asset.
(g)
From [Begin and End (hour ending)] list boxes on the [Filler] tab, choose the desired
begin and end time for the desired operating block.
Note:
(h)
HE 01 and 24 are the default begin and end times.
From the [Enter Pricing] section on the [Filler] tab, choose an operating block number. In
this example Block 0.
Note: [Block 0] is the initial default operating block number.
(i)
Enter pricing under [Price ($)]. Press the tab key to move to the next field. In the [Amount
(MW)] field, enter a MW amount.
Note:
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MW amounts must be entered in whole numbers, while prices can have up to two
(2) decimal places.
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1
(j)
Select [EEMI] under [Offer Control Parties linked to this Asset] then select [Fill Price &
MW and/or Offer Control].
(k)
Enter [AC (MW)].
(l)
Enter [MSG (MW)].
(m)
Enter [Reason]. Select [Fill AC/MSG].
Note:
To add data individually to each cell, click on the cell, add the data and press
enter. Remember to exit that cell before exiting the screen, or the data from that
cell will not be added.
Note:
When utilizing multiple operating block offers, the price value must be greater
than the price in the previous operating block. The MW amount must be equal to
or greater than the previous MW operating block offer.
Note:
The pool asset’s available capability must be equal to the maximum capability
unless the pool participant has submitted an acceptable operational reason. The
maximum capability is displayed below the entry grid. In this example the
maximum capability is 387 MW.
See Appendix 1 for How to Identify Offer Control Parties
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The final operating block of the offer must equal the maximum capability of the
pool asset.
Note:
Above each operating block is a [Flex Block] flag, which indicates whether an
operating block can be partially dispatched. A pool participant must submit
whether an operating block is flexible or inflexible as per Section 203.1
subsection 3(3)(c).
When checked, the “flex block” status applies to the entire operating block for all
hours of the submission; it is checked by default. Click on the [Flex Block] flag to
deselect it indicating that operating block as inflexible.
Note:
(n)
Located below the entry grid is the [Clear All] and [Reset] buttons. The [Clear All]
button removes all entries on the existing screen. The [Reset] button removes
any changes made to the entries and return them to their original values.
Click on the [Yes] radio button beside [Standing Submission] at the bottom of the screen.
Selecting [Yes] allows this submission to be used as a default for future submissions.
These standing submissions can be restated closer to the actual dispatch date.
Note:
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In order to set up a standing submission the entire forecast scheduling period
must have offers entered, and [Yes] standing submission must be selected on
every day. However the price and MW offers are structured on the seventh day
of the forecast scheduling period is the standing submission that becomes the
new default offer structure.
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(o)
Select [Submit].
A confirmation screen appears containing the acknowledgement results of the
submission.
Error messages are generated if data is not correct upon submission of the values and
the submission is not accepted.
(p)
4.4
[Save] or [Print] the acknowledgement.
Troubleshooting
Why can’t I access ETS?
A valid digital certificate is required to access the ETS. Please view our website for more information
about digital certificates at www.aeso.ca > Market > Market Participant Information > Energy Trading
System Information > Digital Certificates.
The acknowledgement indicates that the submission failed and that there was a validation
error – what does this mean?
A validation error occurs if the final block of offers does not equal the maximum capability. Even if the
available capability is lower than the maximum capability, the last operating block offer must always
offer the full maximum capability as per Section 203.1 subsection 3(4)(a).
I tried using the [Fill Price & MW] function and received an error – why?
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When utilizing multiple operating block offers, the price value must be greater than the previous
operating block price. The MW amount must be equal or greater than the previous MW operating
block offer.
An Offer Control Party is no longer active but they are showing up in the Offer Control Party
List. Why?
It is up to pool participants to contact the AESO via [email protected] and advise of the “inactive” status
of an Offer Control Party. The change is immediate but it is the sole responsibility of the pool
participant to ensure that they clean up any future submissions, standing submissions and operating
reserve default offer control information where the inactive Offer Control Party resides.
I’ve removed my Offer Control Party but it is still showing up in my standing submissions?
When a pool participant removes (or un-maps) an Offer Control Party from a pool asset they receive
a message similar to the one below. Pool participant should ensure that they remove the Offer
Control Party from all future submissions, any standing submissions and operating reserves default
offer control.
5
Create a New Energy Offer from an Existing Offer
Steps
5.1
Create a New Submission using an Existing Submission
(a)
Click on [Energy Submission] tab.
(b)
From the [Select Submission Type] list box, choose New Submission.
(c)
Under [Select Submission Action] choose Create New using Existing.
(d)
Under [Select Dispatch Date] choose a date. In this example the new energy offer is
being created for October 6, 2012.
Note:
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The dispatch date defaults to the next available submission date.
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(e)
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. In this example
Source asset is being used. Click [Next].
(f)
From the [Select Asset] list box, choose the desired pool asset.
(g)
Select the desired submission date from the selection box.
Note:
The [Existing Submissions] screen appears on the right hand side and provides a
listing of available historical submissions to select from.
Note:
The energy submission grid is populated with previously entered data for the
selected date.
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Note:
To add or modify data in an individual cell, click on the cell, add the data and
press enter. Remember to exit that cell before exiting the screen or the data
from that cell will not be added.
(h) Select [Submit].
(i) [Save] or [Print] the acknowledgement.
Error messages are generated if data is not correct upon submission of the values and
the submission is not accepted.
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5.2
Troubleshooting
If I make changes to an existing submission does it change my standing submission going
forward?
No, making an edit to an existing submission does not change the standing submission.
6
Energy Restatements
The following section details the steps involved for creating two (2) types of energy restatements:
(a)
An available capability restatement consists of restating the pool asset’s available
capability when a pool participant is unable to provide the pool asset’s maximum
capability. A pool participant may submit an available capability restatement.
A pool participant must provide an acceptable operational reason with the available
capability restatement.
(b)
A MW restatement is to be used when a pool participant has submitted an offer and
needs to re-submit a revised offer for its pool asset by redistributing the quantity (MW) to
represent the operating state of the pool asset. This type of restatement can only be
used under the following conditions:
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(i)
the pool asset can no longer comply with the current submission;
(ii)
an available capability restatement cannot reasonably accommodate the pool
asset’s operating state; and
(iii)
the pool participant can no longer submit a price restatement.
For further clarification on acceptable operational reasons, please refer to the Consolidated
Authoritative Document Glossary on the AESO website or ID# 2009-003(R) Acceptable
Operational Reasons.
Steps
6.1
Create an Available Capability Restatement
(a)
Click on the [Energy Submission] tab.
(b)
From the [Select Submission Type] list box, choose Restatement.
(c)
From the [Select Submission Action] list box, choose Edit Existing.
(d)
From the [Select Dispatch Date] list box, choose Default Date. In this example the date is
October 4, 2012.
Note:
(e)
Valid restatement dates are those within the current restatement period. For
example, if the date is October 4, 2012, and it is before 12 p.m., restatements
can only occur for October 4. However, if it is after 12 p.m., restatements can
occur for October 4 and October 5.
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. In this example,
Source asset is being used. Click [Next].
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(f)
From the [Select Asset Type] list box, choose the desired pool asset.
Note:
The restatement screen appears. In this example, the current time is 5:29 pm.
As shown in the above restatement screen, the ETS automatically greys out the cells in
each operating block that are unavailable for modification. During the T-2 period (current
hour ending plus next two (2) hours), the price values are greyed out, as pool participants
are tied to prices for this duration.
On the [Filler] tab on the left, the [Enter Availability] section can be used to update
available capability values. However, the [Begin (hour ending)] field is only accessible
outside of T-2. All available capability updates within T-2 must be manually entered on
the grid under the AC column.
(g)
Under the available capability (AC) column enter the desired restated available capability
and the associated reason.
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(h)
At the bottom of the screen, click on the [Submit] button to complete the submission.
Note:
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Warning: AOR Required. The warning shown in the following screenshot
appears whether an acceptable operational reason was entered or not. If an
acceptable operational reason was entered, select [Yes] to continue with the
submission. Select [No] to return to the energy grid to edit or complete the
acceptable operational reason requirement
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(i)
6.2
[Save] or [Print] the acknowledgement.
Troubleshooting
The [Filler] tool won’t make the available capability change in the hour ending I require – how
come?
The [Filler] tool does not work during the T-2 period. Click directly in the cell to be changed and
manually enter the available capability amount and reason.
How much detail should I provide for my appropriate acceptable operational reason?
The ETS has up to 1024 characters to record and communicate an acceptable operational reason.
AESO Compliance Monitoring should understand the purpose of the update and be able to
differentiate the reasons from an available capability restatement, MW restatement or MSG
restatement.
What is T-2?
T-2 is the current hour ending plus two (2) hour endings. For example, if the current time is 10:05
a.m. it is considered Hour Ending 11. Add two (2) hours to the current hour ending; in this example
the T-2 period is Hour Ending 11, 12 and 13.
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6.3
Create a MW Restatement
This type of restatement is to be used when a pool participant has submitted an offer and needs to
submit a revised offer for its pool asset by redistributing the quanitity (MW) to represent the operating
state of the pool asset.
(a)
Click on the [Energy Submission] tab.
(b)
From the [Select Submission Type] list box, choose Restatement.
(c)
From the [Select Submission Action] list box, choose Edit Existing.
(d)
From the [Select Dispatch Date] list box, choose Default Date. In this example the date is
September 28, 2012.
(e)
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. In this example
Source asset is being used. Click [Next].
(f)
From the [Choose Asset] list box, choose the desired pool asset.
Note:
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The restatement screen appears. In this example, the current time is 1:53 pm.
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(g)
During the T-2 period, the pool asset has experienced an operational issue that requires
the generating unit to run all three hundred eighty-seven (387) MW. In this situation, the
pool asset cannot comply with its current offer, a price restatement can no longer be
submitted, and the situation cannot be addressed through a change to the available
capability.
(h)
All three hundred eighty-seven (387) MW are manually moved to operating block zero
and an acceptable operational reason is provided.
Note:
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During T-2, tab over to remove MW from the operating blocks. Price is greyed
out and unable to be changed.
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(i)
At the bottom of the screen, click on the [Submit] button to complete the submission.
(j)
Warning: AOR Required.
(k)
[Save] or [Print] the acknowledgement.
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6.4
Creating a Price/Quantity Restatement Prior to T-2
A price/quantity restatement allows a pool participant to change their price and/or operating block
MW size for time periods greater than two (2) hours before the start of the settlement interval
(outside T-2), and does not require an acceptable operational reason.
(a)
Click on the [Energy Submission] tab.
(b)
From the [Select Submission Type] list box, choose Restatement.
(c)
From the [Select Submission Action] list box, choose Edit Existing.
(d)
From the [Select Dispatch Date] list box, choose Default Date.
(e)
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. In this example,
Source asset is being used. Click [Next].
(f)
From the [Choose Asset] list box, choose the desired pool asset.
Note:
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The restatement screen appears. In this example, the current time is 5:48 pm
and the restatement is for an offer that is to be effective in HE24.
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To update information outside of T-2 both methods, [Filler] or manually entering the data
can be utilized.
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6.5
(g)
Click on the [Submit] button.
(h)
[Save] or [Print] the acknowledgement.
Troubleshooting
Some of the price cells are greyed out and I cannot change them – why?
Prices within two (2) hours of the start of the settlement interval are locked in. During this T-2 period,
only the available capability can be restated with an acceptable operational reason (Available
Capability Restatement) or the MW amount can be changed with an acceptable operational reason
(MW Restatement).
In a voluntary price/quantity restatement, price and/or MW amount may be changed outside of T-2
without an acceptable operational reason.
6.6
Offer Control Party Restatement
(a)
Click on the [Energy Submission] tab.
(b)
From the [Select Submission Type] list box, choose the Restatement.
(c)
From the [Select Submission Action], choose Edit Existing.
(d)
From the [Select Dispatch Date] list box, choose the current day or the next trading day.
(e)
From the [Choose Asset Type] list box, choose the desired pool asset.
(f)
In this example the Offer Control Party for Block 0 for HE13 -24 is restated from EEMI to
APL. As this is outside of T-2 the [Filler] can be used.
Note:
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If only the Offer Control Party is being restated no acceptable operational reason
is required.
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(g) Under the [Offer Control Parties linked to this Asset], select the Offer Control Party desired.
(h) Select [Fill Price & MW and/or Offer Control].
(i) Select [Submit].
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(j)
[Save] or [Print] the acknowledgement.
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(k)
Within T-2, changes to Offer Control Parties can only be made in the grid – the [Filler]
cannot be used. In this example the Offer Control Party is changing from EEMI to BALP
within T-2.
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6.7
Troubleshooting
I restated my Offer Control Party within T-2 but wasn’t asked to provide any Acceptable
Operational Reason – why?
If a pool participant changes MW and Offer Control Party or MW within T-2, the pool participant needs
to provide an acceptable operational reason. However, if they are only restating the Offer Control
Party within T-2, they are not required to provide an acceptable operational reason.
7
Energy Historical Offer Control
Pool participants have the ability to submit Offer Control Party information on a historical basis if they are
unable to submit the Offer Control Party at the same time as their submission data. Participants can edit
historical offer control parties up to 30 days from the dispatch date.
Steps
7.1
Edit Offer Control
(a)
Click on the [Energy Submission] tab.
(b)
From the [Select Submission Type] list box, choose the Historical Offer Control.
(c)
From the [Select Submission Action] list box, choose Edit Offer Control.
(d)
From the [Select Dispatch Date] – choose any date up to 30 days from the dispatch date.
In this example the date is September 10, 2012.
(e)
Under [Choose Asset Type], click on [Sink] or [Source] radio button. In this example
Source asset being used. Click [Next].
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Note:
Because the Offer Control Party is being entered historically (i.e. after the
dispatch date) all cells are greyed out.
Note:
Participant cannot edit historical Offer Control Party information for the current
day. Edits are only available after midnight.
(f)
Select Offer Control ID from [Offer Control Parties linked to this Asset].
(g)
Select [Fill Offer Control].
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(h)
Select [Submit].
(i)
[Save] or [Print] the acknowledgement.
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8
Outage Scheduling
Pool participants must enter all available capability values for the next two (2) years into the Outage
Scheduling tab in ETS. These values include any changes to the available capability along with the
associated reason.
Maintenance of available capability is done through the Energy Submission tab and the Outage
Scheduling tab in the ETS. During the forecast scheduling period, pool participants should be modifying
their available capability values through the Energy Submission tab in the ETS. Outside of the forecast
scheduling period, pool participants have the ability to modify their available capability values in the
Outage Scheduling tab.
Steps
8.1
Create New Entry
(a)
Click on the [Outage Scheduling] tab.
(b)
From the [Select Type] list box, choose New Entry.
(c)
From the [Result] screen, choose the pool asset.
(d)
Enter required information in the [Data Entry] tab.
(e)
Select [Submit].
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(f)
8.2
[Save] or [Print] the acknowledgement.
View Existing Available Capability
(a)
Click on the [Outage Scheduling] tab.
(b)
From the [Select Type] list box, choose View Entry.
(c)
From the [Result] screen, choose the desired pool asset.
(d)
Enter requested date in the [Select Date] calendar.
Note:
8.3
Pool participants may only view one (1) day’s twenty four (24) hour period at a
time.
Edit Daily Entry for Available Capability
(a)
Click on the [Outage Scheduling] tab.
(b)
From the [Select Type] list box, choose Edit Daily Entry.
(c)
From the [Result] screen, choose the desired pool asset.
(d)
Enter requested date in the [Select Date] calendar. In this example the date is January
10, 2009.
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Note:
Pool participants are unable to use Edit Daily Entry during the forecast
scheduling period.
Prior to 12:00 pm Mountain Time (MT), the restatement period only includes the
current trading day. Past 12:00 pm MT, gate close, the restatement period
includes the current trading day plus the next trading day.
Pool participants may only edit one (1) day’s twenty four (24) hour period in the
Data Entry screen. Changes for a longer period of time can be completed
through ‘New Entry’.
The system displays the available capability information for the selected date
including Amount, Event, and Reason. Information can only be edited here for
the 24 hour period.
8.4
(e)
Update Information
(f)
[Save] or [Print] the acknowledgement.
Troubleshooting
My submission is very slow, how do I know if it has gone through successfully?
The AESO does require twenty four (24) months outage scheduling information. When using the ETS
Outage Scheduling tab, a max of two (2) years of information can be entered. To confirm that
information was successfully submitted, an acknowledgement pop-up appears; additionally, pool
participants can ‘View Entry’ for the appropriate date to ensure the data has been populated. If
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utilizing the File Upload option to update the Outage Scheduling, only thirty one (31) days of
information at a time are accepted
Do I have to save or print the acknowledgement pop-up?
No. However the AESO strongly encourages pool participants to do so as this may be used for proof
of submission.
9
Minimum Stable Generation
Pool participants require the ability to declare their minimum stable generation for their facility so that the
ISO has up-to-date information as to how low the MW volume can be dispatched down without having to
completely shut down a pool asset.
The following description explains how to enter hourly minimum stable generation values in ETS.
Steps
9.1
Energy Submission Screen
Hourly declared minimum stable generation values for the stated twenty four (24) hour period
automatically populates all hours for the next six (6) days so that a standing submission is
maintained. This is entered into ETS using the Energy Submission screen.
9.2
Minimum Stable Generation Restatements
An acceptable operational reason is required for any minimum stable generation restatements within
T-2. The ETS rejects submissions that do not have an acceptable operational reason.
Outside of T-2, a pool participant must have an acceptable operational reasonbut the ETS does not
force pool participants to submit one.
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If the restated minimum stable generation is lower than the previously submitted minimum stable
generation, then pool participants are not permitted to restate the MW of their operating bloc. In the
example below the MSG was 5 MW and was restated to 4 MW.
If the restated minimum stable generation is higher, then the pool participant must ensure the
minimum stable generation volume is contained in one (1) operating block and if the operating block
size needs to be increased, then such volume must be taken from the next highest priced operating
blocks in ascending order.
In the example below, the current MSG is 5 MW and block 0 has a price quantity pair of $5.00/25
MW. If Block 0 is restated to 4 MWs during T-2 the following error message appears.
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This system message can be addressed by either increasing the size of the lowest priced non-zero
block or by restating the MSG with an acceptable operational reason.
9.3
Troubleshooting
If submission is not successful, check the following:
Minimum stable generation value must be greater than or equal to zero (0).
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Minimum stable generation value must be an integer.
Minimum stable generation value cannot exceed maximum capability.
Minimum stable generation value plus offer for dispatch down service cannot exceed available
capability.
Minimum stable generation value must be less than or equal to the value of the first operating block
containing a volume.
Minimum stable generation must be declared in hourly intervals.
Minimum stable generation value for importers cannot be greater than zero (0).
10 File Upload Formats
The following description explains the formats used for creating energy offers and ancillary services file
uploads in the ETS.
File uploads are a flexible method for submitting information via the ETS. Data for file uploads may be
entered for multiple days and multiple pool assets for each submission through the ETS.
10.1 Energy Market Submission Format
A single form is used to provide submission information, which includes the volumes, prices and
Offer Control Party information for the submission periods defined within the forecast scheduling
period.
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Note:
This is an abbreviated table. The fully expanded table format includes all
operating block prices, operating block MW, Offer Control Parties,available
capability and minimum stable generation along with the associated reason.
10.2 Definitions
To indicate that the line is a comment line Column A must contain the descriptor "*". Only a
complete line can be declared a comment and comments are only for the benefit of the pool
participant.
Submission Volume and Price Row/Column Definitions:
Row / Column
Definitions
R1
Dates for which the submission data < in R5 > applies. Column A must
contain the numbers 1 through 5. Each number indicates the type of data
that must follow in the row.
R2
Pool asset short name for which the submission data < in R5 > applies. This
is the short name identifier for each pool asset submitted to the power pool.
R3
Standing flag for all dates and pool assets stated in rows 1 and 2. An “N
“declares that the submitted pool asset’s volumes and prices are not a
standing submission. A "Y" declares that the submitted pool asset’s volumes
and prices are a standing submission.
R4
Flex flag for each operating block submitted (0 through 6). An "N" declares
that the submitted pool asset’s volumes are inflexible and the ISO cannot
partially dispatch them. A "Y" declares that the submitted pool asset’s
volumes are flexible and the ISO can partially dispatch them.
R5
Submission data for each dispatched submission period for the specified date
for up to seven (7) operating blocks.
R5CB
Submission period is the period of the trading day specified on row 1.
R5CC
Block Price 0 is the desired price of electric energy when the pool asset is
issued a dispatch to the submitted minimum MW level.
R5CD
Block MW 0 is the minimum level to which a pool asset can be issued a
dispatch.
R5CE
Block 0 Offer Control Parties
R5CF
Block Price 1 is the desired price of electric energy when the pool asset is
issued a dispatch to the defined Operating Block 1 MW level.
R5CG
Block MW 1 is the next level to which the pool asset can be issued a
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Row / Column
Definitions
dispatch.
R5CH
Block 1 Offer Control Parties.
R5CI
Block Price 2 is the desired price of electric energy when the pool asset is
issued a dispatch to the defined Operating Block 2 MW level.
R5CJ
Block MW 2 is the next level to which the pool asset can be dispatched.
R5CK
Block 2 Offer Control Parties.
R5CL
Block Price 3 is the desired price of electric energy when the pool asset is
dispatched to the defined Operating Block 3 MW level.
R5CM
Block MW 3 is the next level to which the pool asset can be dispatched.
R5CN
Block 3 Offer Control Parties.
R5CO
Block Price 4 is the desired price of electric energy when the pool asset is
dispatched to the defined Operating Block 4 MW level.
R5CP
Block MW 4 is the next level to which the pool asset can be dispatched.
R5CQ
Block 4 Offer Control Parties
R5CR
Block Price 5 is the desired price of electric energy when the pool asset is
dispatched to the defined Operating Block 5 MW level.
R5CS
Block MW 5 is the next level to which the pool asset can be issued a
dispatch.
R5CT
Block 5 Offer Control Parties.
R5CU
Block Price 6 is the desired price of electric energy when the pool asset is
issued a dispatch to the defined Operating Block 6 MW level.
R5CV
Block MW 6 is the next level to which the pool asset can be issued a
dispatch.
R5CW
Block 6 Offer Control Parties.
R5CX
Available capability for the hour.
R5CY
Minimum stable generation for the hour.
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Row / Column
Definitions
R5CZ
The reason, if necessary, for the difference between available capability and
maximum capability, and/or the reason for a change to the minimum stable
generation and/or if there is a change to available capability and Offer Control
Party.
11 Submissions through a File Upload
Steps
The steps are similar for Dispatch Down Submissions, Restatements and Historical
Offer Control.
11.1 Create a New File Upload
(a)
Create a new file upload by entering the submission information into one of the templates
provided on the AESO website under Market > Market Participant Information > Energy
Trading System Information > File Upload.
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Note:
(b)
The submissions file upload document should be created in an application
external to the ETS i.e. Excel.
From the [File] menu, choose [Save As] to save the new file upload.
The ETS does not require a specific filename. However, the ETS only accepts files in the
.csv format (comma, separated, values).
11.2 Create New from an Existing File Upload
(a)
Open an existing file upload document in Excel.
(b)
Change the date to that of the next submission.
(c)
From the [File] menu, choose [Save As].
11.3 Submit the File Upload
(a)
Under the ETS menu, select [File Upload].
(b)
Under [Choose type of file to upload] choose the appropriate option. In this example
[Submission].
(c)
Under [Select file to upload] click on the [Browse] button. Locate the appropriate file then
click [Open].
Note:
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Rather than searching for the file with the [Browse] button, pool participants may
also type the file path and name in the text box to the left of [Browse].
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(d)
The file name appears in the [Select the file to upload] box.
(e)
Click on the [Submit] button.
(f)
[Print] or [Save] the acknowledgement.
11.4 Troubleshooting
The file upload was not successful – how come?
Ensure the proper formatting has been used (i.e. the “*” and blank lines match the example) as the
slightest change can alter the successfulness of the file.
I have attempted to submit my file upload and an error message displays – what do I do?
If all or part of the submission data is invalid, the submission is rejected. Correct the relevant data
indicated by the error message and resubmit the corrected file.
The acknowledgement does not provide details about the submission – how do I know it was
accepted?
In the training environment, an acknowledgement without the submission details included is a failed
submission.
My file wasn’t accepted – how come?
Ensure the file is saved in .csv format, not in the default Excel .xls format.
I receive an error indicating that there is an error with the date – how do I fix this?
Dates need to be represented in the format DD/MM/YYYY.
Excel often converts dates to be DD-MM-YYYY. To
remedy this, add an apostrophe at the end of the date
DD/MM/YYYY’.
If ETS File Upload continues to produce an error rather
than adding an apostrophe:
(a)
right click on the cell with the date;
(b)
select [Format];
(c)
[Custom];
(d)
adjust format to DD/MM/YYYY;
(e)
[OK]; and
(f)
directly save and close the document then upload it into ETS.
Note:
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When the .csv file is opened again it is likely to convert the date back to DD-MMYYYY and the file will need to be reformatted again before closing.
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12 Dispatch Down Service Submissions
Steps
12.1 Create a New Dispatch Down Service Submission
(a)
Under the ETS menu, select [Submission].
(b)
Click on the [DDS Submission] tab.
(c)
From the [Select Submission Type] list box, choose New DDS Submission.
(d)
From the [Select Submission Action] list box, choose Create New from Scratch.
Note:
From this list, the pool participant also has the option of modifying an existing
dispatch down service submission or creating a new submission from an existing
one. This is done in a similar manner to the energy submissions.
(e)
From the [Select Dispatch Date] list box, choose Default Date. Click [Next].
(f)
From the [Select Asset] list, select the desired pool asset.
Note:
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Note:
This displays the Submission Filler on the left and enable the dispatch down
service submission entry grid (all fields are empty).
The column noted as “Max DDS” is grayed out and refers to available capability
minus minimum stable generation = maximum dispatch down service.
The quantity of each offer for dispatch down service must not exceed the
available capability less the minimum stable generation level of the source asset.
Note:
At this time, offers for dispatch down service are only one (1) operating block in
size. A dispatch down service operation block is a flexible block. There is no
‘Standing Submission’ option for dispatch down service.
12.2 Enter the Dispatch Down Service Submission Data
(a)
Use the [Filler] tab on the left hand side. From [Begin and End Time (hour ending)] list
boxes, choose the desired begin and end time for Block 0. In this example HE17-24.
(b)
In the [Price ($)] field, enter a price that is indexed to the pool price.
Note:
Dispatch down service offer price is entered as a negative value.
(c)
In the [Amount (MW)] field, enter a MW amount.
(d)
Click on the [Fill Price and MW and/or Offer Control] button.
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(e)
Select [Submit].
(f)
[Save] or [Print] the acknowledgement.
12.3 Create a New Dispatch Down Historical Offer Control Submission
(a)
Under the ETS menu, select [Submission].
(b)
Click on the [DDS Submission] tab.
(c)
From the [Select Submission Type] list box, choose Historical Offer Control.
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(d)
From the [Select Submission Action] list box, choose Edit Offer Control.
(e)
From the [Select Dispatch Date] list box, choose applicable historical date. Click [Next].
(f)
From the [Select Asset] list box, select the desired pool asset.
(g)
Under [Offer Control Parties linked to this Asset] select the appropriate parties. In this
example BALP is being selected for HE 01-24.
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(h)
Click on [Fill Offer Control].
(i)
Select [Submit].
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(j)
[Save] or [Print] the acknowledgement.
12.4 Troubleshooting
Why has the MW amount of my offer been flagged as invalid?
The MW value of the offer for dispatch down service cannot be greater than the pool asset’s available
capability less minimum stable generation.
Why am I getting the message that offers are being reset for HE1 and HE2 to $0.00 and 0MW?
This error occurs when pool participants attempt to create a new dispatch down service submission
for the following day from an existing offer after 22:00.
If the message is ignored, this action results in the resetting of the offers for dispatch down service for
HE1 and potentially HE2 to $0.00 and 0MW.
To prevent this from occurring, exit and perform a dispatch down service restatement instead.
13 Dispatch Down Service Restatements
Steps
13.1 Enter Dispatch Down Service Restatement
(a)
Click on the [DDS Submission] tab.
(b)
From the [Select Submission Type] list box, choose DDS Restatement.
(c)
From the [Select Submission Action] list box, choose DDS Restatement.
(d)
From the [Select Dispatch Date] list box, choose Default Date. In this example the date is
October 9, 2012. Click [Next].
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Note:
(e)
Valid restatement dates are those within the current restatement period.
Under [Select Asset], click on the applicable pool asset.
Note:
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The restatement screen appears. In the example below, the time is 1:00 pm and
the restatement is occurring within T-2. Changes within T-2 can only be made
manually through the grid and not the filler.
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(f)
Within T-2 only the MW amount can be restated. In this example HE 14, 25 MW is being
restated to 0 MW.
(g)
Manually enter the reason for the change in the [DDS Restatement Reason] field at the
top of the page.
(h)
Click [Submit].
(i)
[Save] or [Print] the acknowledgement.
13.2 Troubleshooting
Why can’t I choose the desired hour ending from the Fill box?
Within T-2, the restatement has to be made by manually entering the data into each appropriate cell.
Can I view my current offers for DDS?
Pool participants can view a dispatch down service submission in a similar manner to how they view
energy submissions (under the DDS Submission tab choose ‘View DDS Submission’ under ‘Select
Submission Type’). In addition, dispatch down service can be viewed from the Energy Submission
Grid.
Note:
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Dispatch down service cannot be modified from the Energy Submission tab, it is
only presented for reference sake.
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14 Energy Restatement Requiring a Dispatch Down Service Restatement
The following walk-through explains the relationship between offers for energy and offers for dispatch
down service. The example illustrates when a restatement of an offer for energy may require a dispatch
down service restatement.
14.1 Attempt to Enter an Energy Restatement
(a)
Click on the [Energy Submission] tab.
(b)
(c)
(d)
From the [Select Submission Type] list box, choose Restatement.
From the [Select Submission Action] list box, choose Edit Existing.
From the [Select Dispatch Date] list box, choose Default Date.
Note: Valid restatement dates are those within the current restatement period.
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. In this example
Source is being used. Click [Next].
From the [Select Asset] list box, choose the desired pool asset.
Note: The restatement screen appears. In this example the current time is 1:14 pm.
In this example the available capability is being restated to 0 MW for HE15 within T-2 and
an acceptable operational reason is provided.
(e)
(f)
(g)
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(h)
Select [Submit].
(i)
Warning: AOR Required.
This warning appears whether an acceptable operational reason has already been
entered or not. If an acceptable operational reason has been entered, select [Yes] to
continue with the submission. Select [No] to return to the energy grid to edit or complete
the acceptable operational reason requirement.
(j)
[Save] or [Print] the acknowledgement.
Note:
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This restatement failed because the dispatch down service plus minimum stable
generation cannot exceed the pool asset’s available capability.
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If an energy restatement invalidates the offer for dispatch down service, the
energy restatement can only be submitted if the dispatch down offer is restated
first.
14.2 Troubleshooting
ETS does not process my energy restatement. It says I must adjust my offer for dispatch down
service. Why?
If an energy restatement invalidates the offer for dispatch down service, the energy restatement can
only be submitted after the offer for dispatch down service has been restated. Invalid offers for
dispatch down service occur when offers for dispatch down service exceed the available capability
minus minimum stable generation. To restate an offer for dispatch down service, refer to page 41,
then resubmit the energy restatement.
15 Entering and Maintaining Pool Asset Constraints
Each pool participant who has submitted an offer must submit operating contraints with respect to each
generating pool asset.
15.1 Definitions
Pool Asset
Constraint
2
Definition
2
Ramp Rate
Rate at which a pool asset will change its level of supply or demand in MW
per minute in response to an energy market dispatch or directive.
Minimum Off
Time
Minimum amount of time in hours required by a generation pool asset once it
has been fully dispatched off before it can comply to another energy market
3
dispatch .
Minimum On
Time
Minimum amount of time in hours required by a generation pool asset to be
4
on-line before it can be dispatched off.
Initial Start-up
Time
Time in hours required for a generation pool asset to synchronize to the
interconnected electric system from an offline state.
Maximum Runup Time
Time in minutes required for the generation pool asset to reach minimum
stable generation from the point it is synchronized to the grid.
As defined in the AESO’s Consolidated Authoritative Document Glossary
3
These values are purely for information purposes and are not used to determine a pool participant’s dispatches; however, mini mum off time may be used as an acceptable
operational reason in circumstances such as those outlined in ID# 2009-003(R) Acceptable Operational Reasons section 4(c).
4
These values are purely for information purposes and are not used to determine a pool participant’s dispatches; however, minimum on time may be used as an acceptable
operational reason in circumstances such as those outlined in ID# 2009-003(R) Acceptable Operational Reasons section 4(c).
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15.2 Navigate to the Constraints
(a)
From the [Submission] page, click on the [Constraints] tab.
(b)
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. In this example
Source is being used. Click [Next].From the [Result] tab, choose the desired pool asset.
(c)
In the [Data Entry] tab, enter the applicable information for Ramp rate (MW/Min),
Minimum Off time (hr), Minimum On time (hr), Initial Start-up time (hr) and Maximum
Runup time (min)
(d)
Select [Submit].
(e)
[Save] or [Print] the acknowledgement.
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15.3 Troubleshooting
How do I view my changes?
Once constraints are submitted, they remain visible under the constraints tab. To view:
(a) Go to the Submission page
(b) Click on the Constraints tab
(c) Choose Asset Type then click [Next].
(d) Select Asset
Is there a limit to how often I can update the constraints information?
The constraints tab is available for timely updates whenever constraints information changes. There
are no limit restrictions.
Does this information effect how the pool asset is dispatched?
If the Initial Start-up Time is anything other than zero (0) or one (1), the pool asset is considered a
long lead time pool asset. There are different procedures that exist when a pool asset is considered
long lead time in order to be dispatched by the ISO.
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16 Long Lead Time
To be considered long lead time, the pool asset must require more than one (1) hour to synchronize to
the grid as set out in the ISO definition of “long lead time asset”. These pool assets must submit to the
AESO the time of day that such pool asset will be synchronized to the interconnected electric system.
For more information on long lead time pool assets, please see
ID# 2012-007(R) Long Lead Time
Energy.
Steps
16.1 Long Lead Time Pool Asset Planning to Return from an Offline State
(a)
Click on the [Constraints] tab.
(b)
Under [Choose Asset Type], click on the [Sink] or [Source] radio button. In this example
Source is being used. Click [Next].
(c)
From the [Result] tab, choose the desired pool asset.
(d)
In the [General] tab, enter the Initial Start-up Time (hr):
Note:
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If a generation pool asset can synchronize or provide any MWs to the
interconnected electric system in less than one (1) hour when returning from a
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cold start, the initial start-up time should reflect a zero (0) value. This pool asset
would reflect the availability of the delayed energy through their available
capability declarations as described in section 4 of ID# 2012-007(R) Long Lead
Time Energy.
(e)
Select [Submit].
(f)
[Save] or [Print] the acknowledgement.
(g)
In ADaMS in the Enter Start Time section, enter the following information select the
desired pool asset and enter an appropriate start time. The start time should reflect the
time expected to synchronize to the grid.
(h)
Note:
The Start Time must be submitted at least two (2) hours prior to the beginning of
the settlement interval.
Note:
Currently, a training environment does not exist for ADaMS. This step is
described for reference only.
Select [Submit]
Note:
Once the Start Time has been submitted in ADaMS, the information appears in
the energy market merit order. This step must be executed in order to appear in
the energy market merit order as per Section 202.4 subsection 2(2). If a pool
participant deletes an existing Start Time record, the pool asset is filtered out of
the energy market merit order and does not receive a dispatch.
A pool asset that has previously indicated a Start Time may withdraw its intention
up to two (2) hours prior to the start of the settlement interval.
16.2 Troubleshooting
Why can’t I access ADaMS?
To access ADaMS go to: https://adams-2010.aeso.ca/dt-web/
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ADaMS requires a security certificate to be installed on a computer in order to access any ADaMS
account. These certificates expire annually and require the completion of an ADaMS Request Form
which can be located at:
www.aeso.ca > Market > How to Join > Automated Dispatch and Messaging System Request Form
What happens if I restate my long lead time generation to 0 MW? Do I have to restate my start
time in ADaMS when my pool asset comes back to an online state?
Once an available capability restatement has been made, long lead time pool assets must re-enter
their new start time in ADaMS as per Section 202.4 subsection 2(2).
17
18 Contact Information
For additional clarification or further questions, please call the AESO FirstCall at 1-888-588-AESO (2376),
or email [email protected] The Operations Support team would be happy to provide further assistance.
19 Appendices
Appendix 1 – How to Identify an Offer Control Party
Revision History
Posting Date
Description of Changes
2016-01-26
Amended to include process to designate a default offer
control party in the ETS
Amended to include Internet 9 as a supported platform
Removed reference to planned outages, testing or
commissioning of the pool asset, or any changes within plus
or minus five MW in section 8
Administrative updates
2013-01-08
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Initial release.
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APPENDIX 1 – How to Identify an Offer Control Party
The AESO collects Offer Control Party information from pool participants at an operating block level. That
means that for every price and quantity pair in an offer to the energy market (up to seven (7) operating
blocks) and in an offer to the dispatch down service market (one (1) operating block), pool participants
provide the identity of the Offer Control Party or Parties for each operating block. For offers made to the
ancillary services market (operating reserves for the purpose of compliance with section 6 of the Fair,
Efficient and Open Competition Regulation [the “FEOC Regulation”]), the AESO collects Offer Control
Party information for each transaction that has been cleared by the Watt Exchange (or alternative market)
that is available to be issued a dispatch by the AESO. This includes offers for both standby and active
operating reserves.
It is anticipated that in the majority of situations a single Offer Control Party exists for each operating
block and that relationship may never change. In the instance that the Offer Control Party does change,
the market participant submits the identity of such party to the AESO.
If more than one (1) party has an ownership stake in a pool asset, the AESO only needs to receive the
identity of the party or parties that take an active role in the determination of the offers (on an operating
block specific basis) for that pool asset. “Active role” also includes a party that may not be involved in
day-to-day offer determinations, but has a standing position on the make-up of the offer.
Examples:
(a)
A pool asset is jointly owned by Company A and Company B. However, Company B’s
interest is purely financial and it has absolutely no influence in the determination of offers
for the pool asset. The market participant should show offer control for each operating
block as Company A.
(b)
A pool asset is owned by a partnership/joint venture, etc.
(i) If a delegation of authority has been agreed to between the parties, formally or
implicitly, then the delegate is the Offer Control Party. In the absence of such an
agreement the parties need to determine if one (1) or more parties is behaving in
such a manner that suggests that they are the ultimate decision maker and they
should then identify themselves as the Offer Control Party accordingly.
(ii) If the decisions are made collectively amongst more than one (1) party then the
market participant should show each of the Offer Control Parties on an operating
block specific basis, as applicable.
(c)
If individual operating blocks within an offer are controlled by different parties then the
market participant should show the respective parties for each operating block.
In all situations regarding coordinated efforts between market participants for submitting offers for energy
into the power pool, market participants are reminded to avail themselves of the complete set of
requirements under the FEOC Regulation.
The focus is on collecting the identity of the pool participants that function as Offer Control Parties. This
approach aids in ensuring that the identities collected are reflective of the actual active players in the
market.
Hypothetical Examples:
(d)
Alberta Generator Company Ltd. (AGC) is a pool participant and a wholly owned
subsidiary of FEOC Alberta Ltd. AGC is the entity that decides how the energy from the
generating pool asset is offered and as such they would be identified as the Offer Control
Party, not AGC’s parent company.
(e)
Canada Electricity Ltd. (CE) is not a pool participant, but it alone decides how the energy
from the generating pool asset it owns is offered. CE is a wholly owned subsidiary of
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06XX29 Alberta Ltd., which is owned entirely by 12YY56 Alberta Ltd. In this situation, the
Offer Control Party would be identified as the highest company in that corporate
hierarchy (the ultimate parent company, 12YY56 Alberta Ltd.) as none of the companies
in the hierarchy are pool participants. However, as the search moves up the corporate
structure in search of the ultimate parent company, if any of the entities is a pool
participant then that company is reported as the Offer Control Party.
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