Metering and Telemetry - California ISO

1 Copyright 2017 California ISOS lide 1 Copyright 2017 California ISOM etering and TelemetryBrian Benach, Energy Data Acquisition Specialist (EDAS) February 22, 2017 Copyright 2017 California ISOS lide 2 GoalProvide CAISO Interconnection customers and participants with information, guidance and support needed to successfully connect your resource to our markets. Copyright 2017 California ISOS lide 3 Interconnection Process MapYou are here Copyright 2017 California ISOS lide 4 Topics What is EDAS? Bucket Items Meter Documentation Battery Projects RIG Digital Security Certificates Fieldwork Appointments Upcoming Changes Copyright 2017 California ISOS lide 5 What is EDAS? Energy Data Acquisition Systems Team (EDAS) is responsible for engineering requirements and standards: Revenue Metering : Approved ISO Meters ISO Inspected and Certified Direct Telemetry via: DNP devices Using SSL RIG (Remote Intelligent Gateway) SSL Terminators Load balancers Dispersive Technology RTUs, PLC s, Control Systems Copyright 2017 California ISOS lide 6 Bucket Items Bucket 1 Single and Three line drawings: A Few Helpful Hints: Ensure ISO Meters clearly labeled Ensure Drawings have Professional Engineer stamp Ensure current and voltage transformer ratio s are labeled RIG Details Form Communications Block Diagram Copyright 2017 California ISOS lide 7 Bucket Items (Cont.)

2 Bucket 2: Meter Configuration Worksheet Provides meter details to the ISO Bucket 3: 24/7 Contact Form, Certification Practice Statement for Basic Assurance Certification Authority (CPS) Agreement and the Energy Communications Network (ECN) Agreement Bucket 5: Meter and Site Verification Sheet (MSVS) and Point of Receipt Calculation Certificate of Compliance Typically occurs between Buckets 3 and 5 Copyright 2017 California ISOS lide 8 Meter Documentation A New NRI Meter Maintenance Project is required for: Meter Replacements Meter Maintenance Annual Meter Testing A Meter Maintenance form is required after meter testing MSVS and Meter Maintenance forms must be submitted within 5 Business days of meter inspection Copyright 2017 California ISOS lide 9 Meter Documentation (Cont.) Documents will be sent using DocuSign for signatures Meter documents should be signed in DocuSign within 5 days Meter seals are being validated on meter documentation Link to the Meter Fieldwork Guide on the Helpful Links slide Copyright 2017 California ISOS lide 10 Required Real Time Data PointsAnalogs: Heartbeat Unit Point of Delivery MW Unit Point of Delivery MVAR Unit Generator Terminal Voltage Instantaneous State of Charge Maximum Continuous Energy LimitDigitals: Unit Connection Status Related Unit BreakersBattery Projects Copyright 2017 California ISOS lide 11 RIG Digital Security Certificates Secure Hashing Algorithm (SHA1) Issuing certificate expires on 5/7/2017 All RIGs must update the certificate to SHA256 prior to 5/7/2017 Issuing and Root Certificates on our webpage The ISO will lose connectivity to the RIG if not addressed New Alternative.

3 Dispersive Technology Copyright 2017 California ISOS lide 12 Fieldwork Appointments The approval process for fieldwork appointment requests has been automated Possible Work Types Include: New Option: Request Date Availability Copyright 2017 California ISOS lide 13 Fieldwork Appointments (Cont.) The following information may be required: Internal ISO number (Example: 17 GEN1234) Required for Meter Fieldwork and New site Point to Point Device ID ISO Meter (Example: 5914123) Required for Meter Fieldwork Multiples separated by commas RTU common name (Example: IRG123) Required for RIG Fieldwork Resource ID (Example: INVSBL_3_TESTG1) Alwaysrequired Copyright 2017 California ISOS lide 14 Upcoming Changes Metering Rules Enhancement Initiative Meter configuration worksheet will be updated It will be used to identify ISO Metered Entity (ISOME) or Scheduling Coordinator Metered Entity (SCME) SCME -Single line drawings and SQMD Resource Template(s) are required Documents must be submitted through NRI NRI guide and checklist will be updated soon Copyright 2017 California ISOS lide 15 Helpful Links Certification of Metering Facilities Meter Data Acquisition and Processing Procedure Appointment Scheduling for EDAS Fieldwork Direct Telemetry BPM ISO Validated RIG s Copyright 2017 California ISOS lide 16 Helpful Links (Cont.)

4 Meter Fieldwork Guide RIG Acceptance Test (RAT) Procedures RIG/DPG Validation Procedure Metering Exemptions from Compliance BPM for Metering Copyright 2017 California ISOS lide 17 EDAS Contact Information EDAS: Phone: (916) 608-5826 Email: EDAS Team: Brian Benach Priyanka Namburi Mike Ucol Bob Silva