F E B R U A R Y 1 1 - 1 2 , 2 0 1 4 | M A R K E T S C O M M I T T E E

Jay DwyerJ D W Y E R @ I S O - N E . C O M

Conforming Manual Changes

Demand Response Baselines and Outages

Tariff Changes Filed With FERC ER140727-000

– December 20, 2013 Filing;– Requested Effective Date June 1, 2014– Beginning in May 2014, DR Providers will be able

to provide notice of scheduled curtailments (See Market Rule 1 Section III.8A.5.1);

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Baseline Revisions

– III.8A.1 revised to allow consolidation of Real-Time Demand Response Assets into a single RT Demand Response Asset at a single retail delivery point;

– III.8.A.4.4 added to provide for a baseline adjustment for Real-Time Demand reductions produced by a Real-Time Demand Response Asset located at a retail delivery point where there are no other RT Demand Response Assets at or behind that retail delivery point;

– III.8A.5 added to provide for establishing the Demand Response Baseline for a day with a scheduled or forced curtailment .• III.8A.5.1 provides for notification of curtailments;• III.8A.5.2 provides for submission of meter data values for days with

forced or scheduled curtailments;• III.8A.5.3 provides for performance assessment for days with forced or

scheduled curtailments

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MR-1 Sections III.13 and Appendix III.E1 Revisions• III.13.7.1.5.10.2 is revised to refer to a planned outage of the equipment

used to produce the demand reduction and to replace several references to “reduction” with “curtailment”;

• III.E1.2.4 is revised to refer to Real-Time Demand Response Assets whose demand reductions are achieved in part or in whole by Distributed Generation;

• III.E1.3.1 is revised to add a paragraph prohibiting submission of Demand Reduction Offers for Real-Time Demand Response Assets on scheduled or forced curtailments;

• III.E1.8.2.1 is a new section added to provide for Real-Time reductions of Assets with generation.

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Proposed Manual Changes

The Manual Changes fall into three basic categories:1. Changes needed to reflect the Tariff changes becoming effective June

1, 2014;2. Changes to reflect previously identified problems with the current

Manual provisions; and3. Clean-up:

• A) Correct incorrect section references;• B) Grammar and readability revisions;• C) Clarifying edits.

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Manual M-28

Section Change Reason

6.3.2 Replace Section III.8A.4 of Appendix A with Section III.A.12

Correct section reference (3)

6.3.2 Delete quotation of Section III.A.12 Repeats Tariff provision (3)

12.2.5.2 Replace reference to section 12.3.5.1 with 12.2.5.1

Correct section reference (3)

12.3.3 Revise Data Requirement Matrix for DR

Reflect updates to metering configurations and clarify (1, 2, and 3)

Throughout Correct Section references to Tariff and other Manuals

Clean-up (3)

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Manual M-RPA (1 of 3)

Section Change Reason

1.7 Revised to reflect that CAMS provides the information referred to.

Clarification (3)

1.7.1 Relocate language on DDE mapping; Clarify DDE and Meter Reader roles. Clarify that DDE designation does not apply to all DR.

Clarifications (3)

1.7.2 Revise to reflect new provisions for DG integration.

Reflect MR-1 revision.

1.7.2.2 Delete sentence on Load Zone Clean-up (3)

1.7.2.2.1 Revise to reflect new provisions for DG and reformat for readability

Conform to Tariff Revisions (1) and clarify content (3).

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M-RPA (2 of3)Section Revision Reason

1.7.2.2.3 Delete sentence requiring mapping to resource prior to approval

Address previously noted issues in manual (2)

1.7.3 Several revisions to up-date description of asset registration process

Address previously noted issues in manual (2) and clarifications (3)

1.7.3.2.1 Revise to reflect these are already in ready to respond state at this stage

Address previously noted issues in manual (2)

1.7.3.2(3) Revise footnote to reflect earlier changes in historical data to be used in baseline

Address previously noted issues in manual (2)

1.7.4 Re-phrased Clarification (3)

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M-RPA (3 of 3)Section Revision Reason1.7.5 Minor language change Clarification (3)

1.7.6 Delete sentence on a possible consequence of failure to perform

Clarification (3)

1.7.7 Add “located at multiple locations” Recognize new aggregation options in MR-1.

3.4.4 Reflect previous changes in audit scheduling

Address previously noted issues in manual (2)

Throughout Replaced DRV with various terms Clarifications of application beyond FCM (3)

Throughout Distinguished roles of DDEs and Lead Market Participants

Clarifications (3)

Throughout Correct Section references & replace references to III.8 and III.E with III.8A and III.E1.

Clean-up (3)

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Manual M-MVDR (1 of 2)

Section Change Reason

5.6 Refers to Section 12.3.3 of M-28 for metering configurations and says they are illustrated in the succeeding subsections

Avoids repetition of changes to M-28 to reflect Tariff changes.(3)

5.6.4 Revised section heading and Exhibit description to describe treatment of DG aggregation

Reflect Tariff change (1)

Throughout Replaced references to MR-1 Section III.8 and Appendix III.E with III.8A and Appendix III.E1 and corrected Section references

General up-date of Section references (3)

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Manual M-MVDR (2 of 2)

6.2.9(c) Add “in whole or in part” Reflects MR-1 revision.

9.2(6)(c) Provision added to clarify that RT DR Resources must measure and report output in every interval

Previously identified issues with Manual language (2)

13.2 Section revised to reflect data to be provided and to provide an exception for certain passive DR Assets

Previously identified issues with Manual language (2)

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Proposed Schedule:

• Today:– Briefly present proposed Manual changes;– Take any questions or comments.

• March Markets Committee:– Present proposed Manual changes;– Highlight any changes made and comments received;– Discuss revisions;

• April Markets Committee:– Vote

• May Participants Committee vote to approve the Manual revisions.

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SUMMARY

• These Manual changes are intended to implement the Tariff changes that become effective June 1, 2014 and to clean-up the Manuals where we can without unduly expanding the scope of this project.

• If any of the category 2 or 3 changes are likely to become contentious, we would like to know that fairly soon.

• If there are any questions or comments not raised today please send them to jdwyer@iso-ne.com

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