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Conference on the Status of OASIS II
MARCH 29TH, 2005FERC Offices
Washington, DC
John SimonelliISO New England Inc
Manager, Tariffs, Schedules & OASIS Group
March 29th, 2005 OASIS II 2
OASIS II Preamble
• 1997 birth of the “The original” OASIS– Industry officially moved into the electronic age
with procurement of transmission services
• 1999 birth of electronic E-tagging– version 1.4 implemented industry-wide
• March toward “electronic services” in full swing
March 29th, 2005 OASIS II 3
OASIS II Preamble
• Where were we in 1999 ?– Industry still fine-tuning OASIS– Significant post 888/889 regulatory activities– E-tagging still very immature, plenty of open issues– Industry struggling with concept of standardization– Added challenge of being ‘lost’ in the electronic
wilderness– Many in the industry complained “it isn’t working”
March 29th, 2005 OASIS II 4
OASIS II Genesis
• 2000 FERC rolled out the OASIS II ANOPR– FERC effort to merge/streamline Transmission
Procurement, E-tagging and Scheduling– Viewed as the way to fix what was broken– Spawned the often referred to phrase “one-stop-
shop”
• NERC facilitated industry wide forum via the Electronic Scheduling and OASIS Standard Collaborative to address the issues
March 29th, 2005 OASIS II 5
OASIS II Genesis
• 2002 FERC rolled out the SMD NOPR– Anticipated everyone would move to SMD platform
– This represented a bump in the OASIS II development road
– Although initial conflicting views on how SMD would be accommodated, SMD functionality was eventually added to OASIS II laundry list
March 29th, 2005 OASIS II 6
OASIS II Genesis
• Result: OASIS II grew exponentially in scope and complexity in an attempt to address diverse industry needs
• OASIS II became ‘Everything for Everyone’• Effort handed off to the NAESB Electronic
Scheduling and Information Technology Subcommittees
March 29th, 2005 OASIS II 7
OASIS II Genesis
• Industry has not uniformly adopted the SMD platform, i.e, “Physical Markets” may remain physical for foreseeable future
• The OASIS II scope never revisited to address the change in industry position on SMD
March 29th, 2005 OASIS II 8
Where are we Today ?
“Necessity Is The Mother Of All Invention”
• OASIS II has been in the works for years
• “Financial Systems” and “Physical Systems” have been progressing to meet their specific needs without OASIS II
March 29th, 2005 OASIS II 9
Where are we Today ?
• Demand for the original ‘everything to everyone’ scope of OASIS II has withered away
• “Physical Systems” requiring reservations and E-tags to schedule energy have progressed by leaps and bounds over last five years
• Dramatic reduction in complaints
March 29th, 2005 OASIS II 10
Where are we Today ?
• “Financial Markets” could not wait for the industry to move forward– Each have established Stakeholder processes to
examine market development needs
– Resulted in development of extensive Market Information Systems (MIS) to allow implementation of their respective version of SMD
March 29th, 2005 OASIS II 11
Where are we Today ?
• Market Information Systems (MIS) required:– thousands of hours in research and development– stakeholder involvement – millions of dollars in capital investment
• MIS functionality for each market covers aspects currently in the OASIS II scope
• Stakeholders are satisfied with overall MIS performance
March 29th, 2005 OASIS II 12
Where are we Today ?
ISO New England Stakeholder Process– Stakeholders have a vision of the direction for the
markets – Processes are in place for them to identify issues within
the market and seams issues with neighboring markets– Stakeholders actively involved in prioritizing issues
(internal or seams) that need to be addressed– OASIS II development may conflict with ongoing
efforts to satisfy stakeholder demands
March 29th, 2005 OASIS II 13
Where are we Today ?
• There is also active coordination between today's markets
• Existing markets are not operating in a vacuum
March 29th, 2005 OASIS II 14
Where are we Today ?
• Entities operating markets working collaboratively with EPRI and Vendors– First area addressed was security-constrained
dispatch– Object to explore similarities and where possible
standardize messaging amongst operational “tools of the trade”
– Effort expanded to include market user to market operator interfaces
March 29th, 2005 OASIS II 15
Where are we Today ?
• Other examples of market coordination:– Transaction Checkout in Northeast
• NPCC and neighboring control areas coordinated to establish standard protocol for communication of Real-Time transaction checkout data
• Minimal cost to implement with significant benefits to Control Room personnel
• Expandable to other aspects of operational data
March 29th, 2005 OASIS II 16
Where are we Today ?
• On going effort by PJM and MISO to address the seams between their two respective markets
• In these examples and others not mentioned here; problems were identified, solutions developed and, those solutions are currently in various stages of deployment within the respective regions
March 29th, 2005 OASIS II 17
Conclusion
• Industry must take advantage of the substantial progress made in both the “Physical” and “Financial” markets to eliminate unnecessary and/or redundant effort
• Technology is continuing to evolve; processes need to be dynamic to build on the benefits that technology can provide
March 29th, 2005 OASIS II 18
Conclusion
• Current practice shows the needs of “Physical” and “Financial” markets are different– Each should continue to address their respective
needs but also be conscious of the potential impact on the “other side”
– Where synergies exist between the two; they should be explored and developed
– Communication must be continued to enable each to build off the successes of the other
March 29th, 2005 OASIS II 19
Conclusion
• Physical systems should continue to look for ways to streamline and improve processes where scheduling systems are dependent on reservations and e-tags
• In a sense, this returns OASIS II to it’s roots
March 29th, 2005 OASIS II 20
Conclusion
• Financial systems in conjunction with the current expanded EPRI effort, should continue to actively promote common efficiencies and standardization on market systems wherever possible
March 29th, 2005 OASIS II 21
Conclusion
• NERC Functional Model, Version 1– All of these efforts need to be carefully aligned
with the new reliability standards– The Interchange Authority/Coordination
functionality will have a direct impact on the current practices for energy transactions and scheduling