Transmission Service Registration
MISO Integration Training
Level 100 – Transmission Service
Registration
Last material update: 03/06/2013
Transmission Service Registration 2Course Content and Disclaimer
The following training materials are intended for use as training materials only and are not intended to convey, support, prescribe or limit any market participant activities. These materials do not act as a governing document over any market rules or business practices manual. The data used in the examples is test data and should not be used to support market analyses.
Notice
Course Description
1This is a broad overview of MISO’s Transmission Service Registration process. The following slides present a high-level overview of transmission service options and some potential impacts.
2This presentation is intended for those individuals seeking a basic understanding of MISO’s Transmission Service Registration process and is not intended to expand into detail on the concepts presented here.
3For additional detail and training, interested parties should reference the TSR integration document that is posted on the MISO OASIS node. This includes additional detail that expands on this presentation’s content.
4 Frequently used terminology, along with reference-links to MISO documentation and contacts, is included in this presentation.
Transmission Service Registration 3Course Agenda
Level 100 - Transmission Service Registration
Introduction
Transmission Service Integration Overview
MISO Transaction Paths and Transmission Svc Overview
Transmission Service Integration Options
Point-to-Point and Network
Grandfathered Agreements
ARR / FTR and TSR Integration ARR / FTR Overview
Transmission Customer Registration Decision Tree & Timelines
FAQs
List of References & Acronyms
Registration Timeline
Appendix: ITC
Transmission Service Registration 4Transmission Service Integration Overview
The Basics of MISO Transmission Services Transaction Terminology…
Drive-Into MISO
External origination but Sinks internal to MISO
Drive-WithinMISO MISO origination and Sinks
internal to MISO
Drive-ThroughMISO
External origination and Sinks External
Drive-Out from MISO MISO origination but Sinks
External
Transmission Service Transaction Paths
Transmission Service Registration 5Transmission Service Integration Overview
The Basics of MISO Transmission Services-Firm Point-to-Point…
• Yearly, Monthly, Weekly, Daily
Services
• Drive-In and Drive-Within (Zonal within MISO)
• Drive-Out and Drive-Through (MISO Zonal Rate Weighted Average)
Rates
• Distributed to Transmission Owners
Revenue Distribution
Transmission Service Registration 6Transmission Service Integration Overview
The Basics of MISO Transmission Services-Non-Firm Point-to-Point…
• Monthly, Weekly, Daily, Hourly
Services
• Drive-In and Drive-Within (Zonal within MISO)
• Drive-Out and Drive-Through (MISO Zonal Rate Weighted Average)
Rates
• Distributed to Transmission Owners
Revenue Distribution
Transmission Service Registration 7Transmission Service Integration Overview
The Basics of MISO Transmission Services-Network Integration…
• Network Integration – Minimum of one year contract
Service
• Zonal
Rates
• Zonal Transmission Owners receive Total Schedule 9 Revenue Collected by Zone
Revenue Distribution
Transmission Service Registration 8Transmission Service Integration Overview
The Basics of MISO Transmission Services-Transmission Rates…
Firm Point-to-Point
Schedule 7 Non-Firm Point-
to-Point
Schedule8 Network
Integration Service
Schedule9
Schedule 26
Transmission Expansion
Plan Upgrade
Schedule 26-B
SharedNetworkUpgrade
Plan
Schedule 33
Blackstart Service
Schedule 36
Regional Charges
Schedule 37
MTEP Costs for ATSI
Zone
Schedule 26-A
Multi-Value Project Usage Rate
Schedule 38
MTEP Costs for DEI Zone
Existing
2012 Additions
Transmission Service Registration 9Transmission Service Integration Overview
The Basics of MISO Transmission Services-Transmission Settlements…
Transmission Settlements Integration Activities
Access MISO FTP site to prepare for sending Market Participant SP and MP files from Transmission
Owners receiving Preliminary and Final Settlements
Contact Client Service Representatives for Information
and Support
Review Subject Business Practices Manuals
Attend Transmission Settlements Training Programs
Transmission Service Registration 10Transmission Service Integration Overview
The Basics of MISO TSR Integration…
• Expanded to include new member transmission facilities
• Includes Network and Point-to-Point Service
Tariff Expansion
• Integrating Entity added to MISO OASIS NodeOASIS
• Consolidated and placed on MISO page of MISO OASIS node
• MISO will be listed as Transmission Provider
Existing Integrating
Entity Transmission
Service
MISO Tariff Expansion
Transmission Service Registration 11Transmission Service Integration Overview
The Phases of MISO TSR Integration…
Phase 1: • MISO determines customers eligible for transmission service• MISO contacts eligible customers regarding registration arrangements• Transmission customers must complete all required application and MP registration
processes
Phase 2: • Identified transmission customers complete Transmission Service Agreement
registration process for network and point-to-point transmission service as a Market Participant (includes identification / registration of commercial pricing nodes)
Phase 3: • MISO transfers existing Integrating Entity OASIS reservations to the MISO node on
the MISO OASIS• TSR conversion requests must be communicated to MISO
Transmission Service Registration 12Transmission Service Integration Options
Transmission Service Options (by path, excludes partial-path)…
Transaction Source Transaction Sink Conversion Option
External MISO Remove or Network Service*
External Integrating Entity Remove or Network Service*
External External Point-to-Point Drive Through
MISO Integrating Entity Network Service*
MISO External Point-to-Point Drive Out
Integrating Entity MISO Remove or Network Service*
Integrating Entity Integrating Entity Remove or Network Service*
Integrating Entity External Point-to-Point Drive Out
* Point-to-Point is still an option, but it is not commonly chosen
Transmission Service Registration 13
Step 1: Partial path TSR will not be removed or extended to a full path. Its POR/Source or POD/Sink that extends across the MISO/Entergy border will be modified so that its path terminates at the MISO/Entergy border (see examples on the following slides). If the customer desires a different source/sink than the MISO/Entergy border source/sink, it will be reviewed and studied if appropriate.
Step 2: If the resulting TSR from step 1 is sinking within the market, it can be removed (if the load at the sink doesn’t rely on the TSR to supply the load).
Step 3: Any special scenario can be requested to be reviewed. MISO will process it on a case by case basis.
Transmission Service Integration Options
Partial Path…
Consistent with previous MISO new member integrations
Transmission Service Registration 14Agenda Reference
Transaction is from MISO to SOCO• Existing Reservations:
– MISO OASIS Reservations• Source: NIPSCO• POR: NIPSCO• POD: EES• Sink: SOCO
– Entergy OASIS Reservations• No reservation
• Step 1:– Reservation Changes Upon Integration*:
• Source: NIPSCO• POR: NIPSCO• POD: AMMO• Sink: AMMO
• Step 2:– Customer can choose to delete the reservation or keep it
Partial Path Example 1 – MISO to Southern Company…
* CPNode names not yet established
Transmission Service Registration 15Agenda Reference
Transaction is from MISO to SOCO• Existing Reservations:
– MISO OASIS Reservations• No reservation
– Entergy OASIS Reservations• Source: AMRN• POR: AMRN• POD: SOCO• Sink: SOCO
• Step 1:– Reservation Changes Upon Integration:
• Source: EEA.GeneratorName*• POR: EEA*• POD: SOCO• Sink: SOCO
• Step 2:– This reservation stays. It will still enable the customer to move power from
MISO to SOCO
Partial Path Example 2 – MISO to Southern Company…
* CPNode names not yet established. This is an example of a generator in Entergy Arkansas
Transmission Service Registration 16Transmission Service Integration Options
Transmission Service Integration-Unconfirmed TSRs…
Key questions for unconfirmed and still active TSRs Answers
How will MISO handle unconfirmed and still active TSRs on the integrating entity OASIS?
These TSRs will be consolidated and placed on the MISO OASIS node. MISO will be shown as the Transmission Provider.
How will the queue position be established?
The queue will be established during the consolidation process. It will be based on the queue time on the integrating entity’s OASIS node.
How will start / stop dates be handled for TSRs that span across the integration date?
The actual integration date will become the new start date. This reflects when the reservations began settling under the MISO EMT (original start date will be stored in the TSR comment section).
Transmission Service Registration 17Transmission Service Integration Options
Grandfathered Agreements…
Integrating Entity must provide list of grandfathered
transmission service to MISO
Carved-out TSRs will be placed on a new
transmission owner page on OASIS
If applicable, service receiving
Option A or C grandfathered treatment
will be on OASIS
Transmission Service Registration 18
Impacts on FTRs / ARRs
ARR / FTR and TSR Integration
Transmission Service Registration 19ARR / FTR and TSR Integration
Mechanisms for Obtaining ARRs/FTRs…
Network Integration Transmission Service valid during the Reference Year
Yearly firm Point-to-Point Transmission Service valid during the Reference Year
Grandfathered Agreements
Transmission Service Eligible for obtaining FTRs/ARRs in Allocation
Transmission Service Registration 20
• The Monthly FTR Auction follows the Annual FTR Auction which follows the Annual ARR Allocation.
Monthly FTR Auction
Annual FTR
Auction
ARR / FTR and TSR Integration
FTRs / ARRs are Awarded Through a Series of Processes…
• Auctions are conducted for Peak and Off-Peak for each of four seasons
• After the Annual FTR Auction, the Monthly FTR Auction is held
• MISO first runs a Simultaneous Feasibility Test (SFT) to award ARRs for all 4 seasons, Peak and Off-Peak
Transmission Service Registration 21Customer Registration Decision Tree & Timeline
Transmission Customer RegistrationDecision Tree and Timeline
Transmission Service Registration 22Customer Registration Decision Tree & Timeline
Transmission Customer Types…
Transmission Customer Detail Type
1. Integrating entity customers who are existing MISO MPs
a)Same NERC ID
b)Different NERC ID
2. Integrating entity customers who are not existing MISO MPs
a)Become a MISO Market Participant
b)Use an agent
3. Integrating entity customers who are formerly certified MISO Market Participants
4. New customers*
1a
1b
2a
2b
3
4
Transmission customers who join MISO as certified Market Participants, as a result of the MISO Southern Region integration, fall into the following categories:
*New customers looking to do business on the Entergy OASIS are not guaranteed to be certified by 6/1/2013
Transmission Service Registration 23Customer Registration Decision Tree & Timeline
Transmission Customer Type Decision Tree…
Transmission customers can determine what category they fall into by working
through this decision tree…
Transmission Service Registration 24Customer Registration Decision Tree & Timeline
Asset Owners and Long-Term Firm Customers Timeline by Customer Type…
Task Date
Complete MISO Online MP application 12/31/12
Provide MISO transmission service paperwork
3/15/13Submit Attachment B to MISO
Complete Cross-border TSR Sheet
Request for non-default partial path source/sink* 4/1/13
Submit specification sheet for network load 4/1/13
Meet (additional) credit obligations* 5/17/13
Existing TSRs transferred to agent or new NERC ID*
6/1/13New MPs certified
Begin accepting TSRs under new Module B-1 processes*
1a 1b 2a 3 42b
*Dates assume a Module B-1 go-live of 7/1/13 – will change if the target date changes
Based on type, transmission customers will have to perform different tasks (and on different timelines) to be eligible to interact in the MISO footprint
Transmission Service Registration 25Customer Registration Decision Tree & Timeline
SPP Reserve Sharing Group (RSG) and Short-Term Firm Customers Timeline by Customer Type…
Task Date
Complete MISO Online MP application 3/15/13 Provide MISO transmission service paperwork 3/15/13 Meet (additional) credit obligations* 5/17/13 Existing TSRs transferred to agent or new NERC ID*
6/1/13
Begin accepting TSRs under new Module B-1 processes*
1a 1b 2a 3 42b
Based on type, transmission customers will have to perform different tasks (and on different timelines) to be eligible to interact in the MISO footprint
*Dates assume a Module B-1 go-live of 7/1/13 – will change if the target date changes
Transmission Service Registration 26TSR Conversions
TSR Conversions Overview…
There will four distinct types of TSR conversions that may occur as part of the process of standing up Module B-1. The timing of these conversions will vary and may not apply to all entities as outlined in the table below.
Conversion Type Description TimingCross-border TSRs • Two reservations – one on Entergy OASIS
and one on MISO OASIS – representing a single path
• MISO will merge into one TSR at integration to avoid rate-pancaking
• Cross-border TSR spreadsheet is posted on OASIS and is due to MISO by 2/15
• MISO will meet with individual customers to discuss individual conversions between 3/15 – 4/30
Mapping to an agent
• Customers using an agent must have reservations transferred to the financially-responsible entity
• Customer works with Entergy ICT to transfer TSRs to the new entity
• MISO will meet with individual customers between 3/15 – 4/30
Mapping to a new pricing zone
• Network reservations on the Entergy OASIS will need to be mapped to the new MISO pricing zones
• No input needed by customers• MISO will meet with individual customers
between 3/15 – 4/30
Remove partial paths
• Partial path reservations (TSRs that cross MISO and Entergy footprints but only exist on one OASIS) will be modified so they terminate at the MISO/Entergy border
• Customers may request a different source/sink for MISO’s review
• Requests for different source/sink review are due by 4/1/13
• Studies will be performed if required after MISO reviews for appropriateness
Transmission Service Registration 27FAQs
Frequently Asked Questions
Transmission Service Registration 28FAQs
Frequently Asked Questions (1 of 3)…
1. As an existing integrating entity OASIS customer, applying to become a Certified MISO Market Participant (MP), what is required on the 3/15/13 deadline from the Section 18 packet of paperwork? Is it simply service agreements or something more?
• All service agreements and applications should be submitted by 3/15/13 for any new service that may be taken under Module B-1 or Module B. Submitting this documentation now preserves your future service options.
• If you have any cross-border transactions, a cross-border TSR template should be completed by 3/15/13.
2. What else is required of a new MISO MP Applicant to ensure readiness to take service and to be settled by MISO beginning July 1, 2013?
• Please see “The Phases of MISO TSR Integration…” slide from this presentation. • Meeting Credit requirements no later than May 17, 2013 will be important to certification efforts. • MISO cannot certify an Applicant until Credit requirements are met.
3. As an existing integrating entity OASIS customer, and an existing MISO Certified Market Participant with MISO Transmission paperwork already on-file, is anything else required?
• Specification sheets for any network load should be provided by 4/1/13. • All existing MISO MPs are encouraged to review MISO Transmission Service Agreements to
ensure you have the appropriate agreements for any new service you intend to take as a result of the Southern Region Integration.
Transmission Service Registration 29FAQs
Frequently Asked Questions (2 of 3)…
4. As an existing Certified MISO MP, with MISO transmission paperwork already on-file, is anything additional required to act as an agent for an existing integrating entity customer?
• If your entity has not done so already, an Attachment B should be submitted by the MISO Agent MP no later than 3/15/13. This documents the intended agent relationship with the existing integrating entity customer.
• Specification sheets for any network load should be provided by 4/1/13. • All existing MISO MPs are encouraged to review MISO Transmission Service Agreements to
ensure you have the appropriate agreements for any new service you intend to take as a result of the Southern Region Integration.
• Additionally, if you have any cross-border transactions, MISO requests that the MISO MP complete a cross-border TSR template.
5. Which type of application and/or service agreement should we be completing?
• The service you anticipate you will request under MISO tariff: Short-term Firm Point to Point, Long-term Firm Point to Point, Non-firm Point to Point, and Network Integration Transmission Services.
Transmission Service Registration 30FAQs
6. When are the specification sheets due?
• Specification sheets for network load are due 4/1. • Specification sheets for confirmed Point to Point are not needed.
7. How do I complete my specification sheet by April 1, 2013 if I have not registered my Commercial Model information and do not intend to do so until the June 1, 2013 stated deadline?
• For the April 1 deadline, customers don’t need the commercial model information to complete the specification sheet.
• MISO will note the CPNODE information to the specification sheet later when the CPNODE information is available.
8. How do I update/transfer my existing Entergy TSR to my agent? Is there a different process for each type of TSR? Who can I work with at Entergy if I have questions?
• Please work with Entergy ICT to get it transferred. Please contact [email protected].
Frequently Asked Questions (3 of 3)…
Transmission Service Registration 31List of References
• Links– https://www.misoenergy.org/WhatWeDo/StrategicInitiatives/Pages/EntergyIntegrationTraining.aspx
• Course Catalog• Training Calendar
• Available Training for This Topic– https://www.misoenergy.org/Training/Pages– Level 100 Introduction to MISO and Markets– Level 100 Transmission Settlements– Level 100 Tariff Administration (Open Access Transmission and Energy Markets Tariff MISO)– Level 100 Transmission Pricing: Tariff Attachment O– Level 100 Auction Revenue Rights and Financial Transmission Rights– Level 200 Transmission Settlements– Level 200 Market Participant and Asset Registration– Level 200 Auction Revenue Rights and Financial Transmission Rights
• Documents– Business Practice Manuals (BPM)
• https://www.misoenergy.org/Library/BusinessPracticesManuals• BPM-001 Market Registration• BPM-013 Module B – Transmission Service• BPM-004 FTR and ARR
– MISO Tariff (EMT)• https://www.misoenergy.org/Library/Tariff
• Contacts– MISO Client Relations
• 866-296-6476• [email protected]
List of Reference Materials and Contacts…
Transmission Service Registration 32List of Acronyms
ASM Ancillary Services Market
BA Balancing Authority
BPM Business Practices Manual
CPNode Commercial Pricing Node
Day 1 The opening of the OASIS and provision of Transmission Services.
Day 2 The opening of the MISO Energy Markets.
EMT MISO Open Access Transmission, Energy and Operating Reserve Markets Tariff (Tariff)
FERC Federal Energy Regulatory Commission
FTP File Transfer Protocol
FTR Financial Transmission Right
GFA Grandfathered Agreement
ISO Independent System Operator
ITC International Transmission Company
LBA Local Balancing Authority
Transmission Service Registration 33List of Acronyms
MP Market Participant
MW Megawatt
NERC North American Electric Reliability Corporation
NITS Network Integration Transmission Service
OASIS Open Access Same-Time Information System
POD Point of Delivery
POR Point of Receipt
PTP Point-to-Point Transmission Service
RSG Reserve Sharing Group
TO Transmission Owner
TLR NERC Transmission Loading Relief
TSR Transmission Service Request
Transmission Service Registration 34Registration Timeline
Date Action12/31/12 Market Participant (MP) Application Deadline
2/1/13 – 3/15/13
MISO MPs Register Entergy Transmission System TSRs with MISO
MISO MP Action Required:1. Contact MISO registration or work with their MISO representative 2. Identify agents, if any, that will take financial responsibility of TSR(s)
(starting 7/1/13) 3. MISO MPs Complete applicable MISO Transmission Network and Point-
to-Point Agreements4. Deadline for MPs to provide their cross border TSRs template
Action Not Required: No Generation or Load is registered at this time
4/1/13 MISO MPs submit specification sheets for all network load.
Registration Timeline for MPs with Entergy Transmission System TSRs (1 of 3)…
Transmission Service Registration 35Registration Timeline
Date Action6/1/13 Asset Registration (Applies to all Balancing Authorities and Asset Owners
joining MISO on 12/19/13) MISO MP Action Required:
1. Register Generation and/or Load in the MISO Commercial Model2. Last Opportunity to become an MP for December 2013 Integration3. Finalize TSRs - complete all Specification Sheets, develop long-term Pt
to Pt and NITS TSR conversions, Convert ETR TSRs to reflect appropriate pricing zones, agent relationships, etc.
6/1/13 ETR customers using agent MPs for B-1 have all ETR TSRs transferred under the MISO MP (agent)
6/1/13 MISO and ITCMS OASIS systems begin accepting TSRs for 7/1/13 under new process (Training and Dry Runs Complete)
6/3/13 Provide converted Point-to-Point and NITS TSR's Listings to FTR Group for Market Integration
6/13/13 Any TSRs assigned to owners who are not MISO registered MPs are terminated with a stop time of 7/1/2013 (ITC integration date)
Registration Timeline for MPs with Entergy Transmission System TSRs (2 of 3)…
Transmission Service Registration 36Registration Timeline
Date Action8/28/13 – 10/7/13
OASIS Training with new MP on MISO Business Rules
11/1/13 Populate TSRs (including NITS contracts and GFAs) in OASIS (All)11/1/13 – 12/1/13
Migrate short-term PtP and NITS TSRs to MISO OASIS
11/19/13 TSRs populated in OASIS (including NITS contracts and GFAs)
11/19/13 MISO OASIS begins accepting all market footprint TSRs for 12/19/13 and beyond
Registration Timeline for MPs with Entergy Transmission System TSRs (3 of 3)…
Transmission Service Registration 37Appendix: ITC
ITC Appendix
Transmission Service Registration 38Appendix: ITC
Stage 1
ITC in the process of purchasing Entergy’s transmission assets
Entergy’s transmission will come under MISO’s functional control
Entergy is not part of MISO Balancing Authority (BA)
Target date is July 1, 2013
Stage 2
Entergy and associated entities will join the MISO
market and move into MISO BA.
Anticipated December 19, 2013
ITC Overview: Stages…
Transmission Service Registration 39Appendix: ITC
MISO / Entergy / ITC / Customers determine proper conversions of existing TSRs and removing pancaking
OASIS rules for requests beyond transition date go into effect 1 month before transition date
No need to complete MISO agreement / specification sheet for each existing service
Must complete MISO transmission service agreements for future MISO transactions
ITC Overview: Stage 1…
Transmission Service Registration 40
Two OASIS Nodes:• MISO Midwest OASIS
node• MISO Southern Region
OASIS node (similar to today’s Entergy OASIS)
Transmission Customers
only submit one TSR for service crossing
the MISO BA / Entergy
BA border
Appendix: ITC
ITC Overview: OASIS Setup in Stage 1…
Transmission Service Registration 41
Entities join MISO as Market Participant, Local Balancing Authority, or Transmission Owner
Migration to single MISO OASIS node
One-time reservation conversion
Appendix: ITC
ITC Overview: Stage 2…