Development of Wholesale Electricity Scheduling and OASIS

Determining the Future Needs of theOpen Access Same-time Information System

Andy Rodriquez, PJM Interconnection

1988 - 1996Open Access

• Issue: Limited access to transmission system constrains sales of economy energy to the detriment of consumers

• Organization – FERC • Response – Merger Conditions, Orders 888, 889• Result – OATTs, OASIS• Cost – High• Benefit – High for Business, Low for Reliability

1995 -1997Reliability and Curtailments

• Issue: Reliability Coordinators needed a way to quickly identify transactions to halt should reliability be threatened

• Organization – NERC • Response – Tagging Requirements• Result – Automation of the TLR process• Cost – Medium• Benefit – Low for Business, High for Reliability

1997 - 1999Coordination of Complex Wheeling

• Issue: As wheeling become more common, it became critical to improve the speed for processing tags

• Organization – NERC • Response – E-Tag Requirements• Result – Automation of the Tagging process• Cost – High • Benefit – Med for Business, Med for Reliability

1999 - 2002Technology Improvements

• Issue – E-Tag technology not able to easily support process enhancements or changes

• Organization – NERC • Response – E-Tag 1.7 XML schema• Result – Further integration and automation

throughout the industry• Cost – High• Benefit – Med for Business, Med for Reliability

Changing Environment• Challenges of the past have largely been addressed

through updates to OASIS and E-Tag• Increasing maturation of industry has reduced scheduling

complexity significantly– The growth of large ISOs, RTOs, Regional Tariffs, and Joint

OASIS nodes is eliminating the need for “how to do it” standards, focusing on “what to accomplish” standards

– Reduction in number of “pure marketers” and “speculative traders” reduces schedule complexity

– Growth of centralized energy markets reduces need for complex schedules

– Development of new congestion management methods eliminating need for schedule documentation

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147 Scheduling Entities

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As of March 2005

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WestTransOASIS

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GridFlorida

Est. 2008-2010

Today’s IssuesProblems to be Solved by OASIS II

• Standardized Data Exchange• Enhanced Posting of Data (Pub/Sub)• Standardized Market Interfaces• Elimination of Seams through Technology

Today’s Responses• Standardized Data Exchange

– E-Tag and OASIS are standards already in wide-use

– Additional standards are being developed as needed on a regional, voluntary basis

– Third-Party software products provide much of this functionality

Today’s Responses• Enhanced Posting of Data (Pub/Sub)

– Many regional tools have already been developed to provide this functionality

– Third-Party software services have been developed to help address this need

Today’s Responses• Standardized Market Interfaces

– The growth of RTOs, ISOs, and Coordination Agreements has reduced complexity that drove this issue

– Third-Party software products also provide much of this functionality

– Reduced call for standardization due to trading environment changes

Today’s Responses• Elimination of Seams through Technology

– The growth of RTOs, ISOs, and Coordination Agreements has significantly reduced this concern

– Seams are also being eliminated through local initiatives and coordination agreements

– Third-Party software products have been developed that reduce the impact of seams

Conclusion• The Industry has been given adequate signals to

incent resolution of customer concerns• ISOs, RTOs, and Transmission Providers are

developing processes and tools to eliminate scheduling complexity and improve data exchange

• Costs associated with a major change to the OASIS may be high, and possibly not justified by the benefits