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Read Me

VIEWS: 7 PAGES: 6

  • pg 1
									                                                                         Data Submission Template                                               CRR Production




         Company Name: Your Name Here
PLEASE NOTE: In order to participate in the CRR Allocation, CRR Auction or
Secondary Registration System, Market Participants must complete the
Candidate CRR Holder registration process. Candidate CRR Holder
Applications must be submitted at least sixty (60) calendar days prior to the
proposed commencement of the CRR Allocation or CRR Auction, or the
effective date of the CRR Transfer through the Secondary Registration system.
For more details on this process, please refer to the BPM for Candidate CRR
Holder Registration located at:
http://www.caiso.com/1bb4/1bb4745611d10.html


Introduction
The purpose of this Excel file (data template) is to support a portion of the data that Market Participants need to submit to the California
Independent System Operator (CAISO) for use in the Congestion Revenue Rights (CRR) Annual and Monthly Allocations. Each
Participant that is participating in the CRR Allocation process must fill out this template and provide it back to the CAISO within the
specified timeline (see "Data Submittal Schedule" tab for specific dates) . This includes Participants wishing to take part in either the CRR
Annual Allocation or Monthly Allocation. Data templates should be submitted via email to the following address: crrdata@cai so.com.
Please label the subject line "CRR Data Template".

The details of the CRR Allocation and CRR Auction are documented in the BPM for CRRs. This BPM ( Located at
http://www.caiso.com/1840/1840b23c226f0.html) provides all of the needed background information concerning all of the data that
should be submitted to the CAISO for the CRR Allocation (including the data that will be submitted using this template) and C RR
Auction. This template will be used for data submission to the CAISO, but will also be used, if necessary, for transferring i dentified
problems back to the Participants. The Participant will then submit the revised template. The remainder of this section provi des
instruction on how to fill out this template.

In this template, you will find five (5) worksheets (tabs) listed in the order of left to right:

1. Read Me
2. Data Submittal Schedule
3. Participant Name & BAID
4. Source Verification
5. Sink Verification


Information Only Worksheets
The first and second worksheets, "Read Me" and "Data Submittal Schedule", are information only tabs. The "Read Me" worksheet
provides instructions on how to fill out the remaining four (4) tabs of this template. The "Data Submittal Schedule" workshe et provides a
schedule of dates for template submittal. This schedule is provided in the template for convenience to the Participant.

Data Submittal Worksheets
The cells that are colored in green are the cells in which data needs to be entered. For the "Source Verification" and "Sink Verification"
worksheets, the Participant may need to fill in more rows or less rows than are currently colored green depending on the amou nt of data
they are submitting.

WARNING: Please follow these instruction carefully and fill in the templates exactly as requested in these
instructions. The CAISO plans to use Visual Basic code to extract data automatically from this template
in order to expedite the data-gathering process. Any deviation from specified formats or wording will
create issues and will result in delays. If in doubt, please contact the CAISO.

Participant Name & BAID:
Purpose: Tell the CAISO who is submitting this template.

The Participant must enter its Company Name and its current 4 digit Business Associate ID (BA ID - Numeric) and Scheduling
Coordinator ID (SC ID-Alpha/numeric). The Company Name should be a descriptive name no longer than 50 characters. If the
Participant does not have a BA ID, it will need to complete the registration process prior to be able to participate in the C RR Allocation,
CRR Auction or Secondary Registration System (SRS). The Data Template can be completed and submitted prior to obtaining a BA ID.

Source Verification:
Purpose: Tell the CAISO the sources that the Participant will use in source verified tiers for each season (including On - and Off-peak) of
the annual allocation process and in the source verified tier of the monthly process (including On - and Off-peak). The APNode list can
be found at: http://www.caiso.com/1bb4/1bb4745611d10.html.

The CAISO will provide a separate list of all the possible locations that can be used for CRR Sources and Sinks. The Particip ant must




                                                                                  3/14/2010                                                             Page 1
                                                                   Data Submission Template                                                    CRR Production



The CAISO will provide a separate list of all the possible locations that can be used for CRR Sources and Sinks. The Particip ant must
choose from this list to fill in the "Source Location" column. For each Source Location, and for each season and On/Off peak period that
the Participant wants to use this source in a source verified tier, the Participant must provide a MW amount (value greater t han or equal
to zero) that indicates how many MWs from this source the Participant is able to use. In the last column, "What Source Verif ication
Information will you provide?", the Participant must provide information as to what the Participant plans to submit to the CA ISO to
substantiate its claim to be able to use this source and the associated MW level for each seasonal and time -of-use period. Types of
source verification include:

Scheduling Points – Ownership of external Generation resources, Energy contracts and contracts demonstrating an ability to move
Energy from the external resource to the Scheduling Point

When filling in this worksheet, please be sure NOT to make double entries (i.e. using the same Source twice with a different MW value).
Please refer to section 6.2 and 6.3 of the BPM for CRRs for further information.

PLEASE NOTE: Along with completing the source verification tab of this Data Template, a CRR Source Declaration form will
need to be completed and submitted to the CAISO. This form can be found at:
http://www.caiso.com/1bb4/1bb4745611d10.html


Sink Verification:
Purpose: Tell the CAISO the sinks that the Participant will use in the allocation process, which will be confirmed through th e submittal of
historical load data.

The first column, "Sink Location", must be picked from the list of all the possible locations that can be used for CRR Source s and Sinks
as provided by the CAISO. In the second column, "What Sink Verification Information will you provide?", the Participant must provide
information as to what the Participant plans to submit to the CAISO to substantiate its claim to be able to use this sink in the allocation
process. Please refer to section 7 of the BPM for CRRs and Section 36.8.2 of the CAISO Tariff for further information.




                                                                            3/14/2010                                                                  Page 2
                                             Data Submission Template                      CRR Production




                                             Company Name: Your Name Here
                            Task                                  Start Date   End Date
Participants to complete data template and return them to the
                                                                   7/1/2009    7/15/2009
        ISO with source/sink validation documentation
    ISO to review data templates and return templates to
 participants, if necessary. Additional validation information     7/16/2009    8/7/2009
                      may be requested.

 Participants to revise templates, submit final templates and      7/16/2009    8/7/2009
 provide final validation information to the ISO, if necessary




                                                      3/14/2010                                    Page 3
                                     Data Submission Template                   CRR Production




                     Company Name: Your Name Here
         Participant Name             BA ID     SC ID
          Your Name Here




Participant Name & BAID:
Purpose: Tell the CAISO who is submitting this template.

The Participant must enter its Company Name and its current 4 digit Business
Associate ID (BA ID - Numeric) and Scheduling Coordinator ID (SC ID-
Alpha/numeric). The Company Name should be a descriptive name no longer
than 50 characters. If the Participant does not have a BA ID, it will need to
complete the registration process prior to be able to participate in the CRR
Allocation, CRR Auction or Secondary Registration System (SRS). The Data
Template can be completed and submitted prior to obtaining a BA ID.




                                             3/14/2010                                  Page 4
                                                                                                                                                                                                                          Data Submission Template                                                                                                                                                                               CRR Production




   Company Name:                                                                                                                                                                                                                       Your Name Here
                                                                            Season1                                                                                                       Season2                                                                                         Season3                                                                                      Season4
                              January 2010                    February 2010            March 2010                         Season 1 Average             April 2010              May 2010               June 2010           Season 2 Average              July 2010            August 2010           September 2010        Season 3 Average           October 2010          November 2010          December 2010        Season 4 Average
                        On Peak MW Off Peak MW             On Peak     Off Peak    On Peak    Off Peak                  On Peak     Off Peak   On Peak MW Off Peak MW    On Peak     Off Peak    On Peak     Off Peak   On Peak     Off Peak   On Peak MW Off Peak MW    On Peak     Off Peak    On Peak    Off Peak   On Peak     Off Peak   On Peak MW Off Peak MW   On Peak    Off Peak    On Peak    Off Peak   On Peak     Off Peak
Source Location            Value        Value              MW Value   MW Value    MW Value    MW Value                  MW Value    MW Value      Value          Value   MW Value   MW Value    MW Value    MW Value    MW Value    MW Value      Value          Value   MW Value   MW Value    MW Value   MW Value    MW Value    MW Value      Value        Value    MW Value  MW Value    MW Value   MW Value    MW Value    MW Value
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0
                                                                                                                                 0           0                                                                                   0           0                                                                                  0           0                                                                                0           0




 Source Verification:
 Purpose: Tell the CAISO the sources that the CRR participant will use in source verified tiers for each month (including On- and Off-peak) of the
 annual allocation process and in the source verified tier of the monthly process (including On- and Off-peak).   Include only contracts
 with a minimum duration of 30 days.
 The source verification period to be used is the calendar year of 2010.
 The CAISO will provide a separate list of all the possible locations that can be used for CRR Sources and Sinks. This list can be found on the
 CAISO website at: http://www.caiso.com/1bb4/1bb4745611d10.html If there is a contract that notes a specific resource that is not on the
 Source/Sink APNode list please send an e-mail to crrdata@caiso.com listing the resource and a contact person should we have any questions.

 The Participant must choose the exact resource name from this list to fill in the "Source Location" column. For each Source Location,
 and for each month and On/Off peak period that the Participant wants to use this source in a source verified tier, the Participant must provide a
 MW amount (value greater than or equal to zero) that indicates how many MWs from this source the Participant is able to use. As noted above,
 these contract amounts must be for a minimum duration of 30 days. In the last column, Types of source verification include:

 Scheduling Points – Ownership of external Generation resources, Energy contracts and contracts demonstrating an ability to move Energy from
 the external resource to the Scheduling Point

 A CRR Source Declaration needs to be signed and submitted to the CAISO along with the data template. The CRR Source Declaration can be
 found at: http://www.caiso.com/1bb4/1bb4745611d10.html

 When filling in this worksheet, please be sure NOT to make double entries (i.e. using the same Source twice with a different MW value). Please
 refer to section 6.2 and 6.3 of the BPM for CRRs for further information.

 Password Protection - Please password protect this data template when it is sent back to
 crrdata@caiso.com by using your company's BAID (numeric ID)




                                                                                                                                                                                                                                 3/14/2010                                                                                                                                                                                               Page 5
                                       Data Submission Template                              CRR Production




         Company Name: Your Name Here
     Sink Location            What Sink Verification Information will you provide ?




Sink Verification:
Purpose: Tell the CAISO the sinks that the Participant will use in the allocation process,
which will be confirmed through the submittal of historical load data.

The first column, "Sink Location", must be picked from the list of all the possible locations
that can be used for CRR Sources and Sinks as provided by the CAISO. In the second
column, "What Sink Verification Information will you provide?", the Participant must
provide information as to what the Participant plans to submit to the CAISO to substantiate
its claim to be able to use this sink in the allocation process. Please refer to section 7 of
the BPM and Section 36.8.2 of the CAISO Tariff for CRRs for further information.




                                                3/14/2010                                            Page 6

								
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