1. Rule 24 Data Process A Simple Example
June 24, 2013

2. Introduction
In this example we start with a DRP that is registered with the CPUC and has a DRP service agreement. We will follow a single, individually metered service account, a 300kW Supermarket, from first contact by a DRP to meter data delivery to CAISO. Our example will illustrate the steps involved and use of forms as well the key players. Then we will follow another single, individually metered service account, a 300kW Supermarket, from first contact by a DRP to meter data delivery to CAISO. Our example will ultimately illustrate the challenges to provide the necessary information required.

3. The CAISO’s PDR process
Defined Roles
DRP
And DRP SC
UDC
LSE
CAISO
Undefined Roles
MDMA
Consolidating MDMA

4. The Proposed DR process

5. D. 12-11-025 Ordering Paragraph 12
Pacific Gas and Electric Company, San Diego Gas & Electric Company, and Southern California Edison Company, as the Meter Data Management Agent, are responsible for providing the actual Settlement Quality Meter Data to the demand response provider’s Scheduling Coordinator to facilitate final data submission in accordance with the CAISO tariff.

6. The Challenge
RQMD
SQMD

7. Meter Data
Service account information is aggregated as defined by CAISO’s Demand Response System. The MDMA as an actor does not have access to this information.
Service Accounts by LSE by MDMA
LSE A
LSE B
LSE C
MDMA 1 SA 1 SA 2
SA n
MDMA 1 SA 1 SA 2
SA n
MDMA 2 SA 1 SA 2
SA n
RQMD is a routine process that MDMAs perform.
ESP A
LSE A
MDMA1
LSE B
MDMA1
ESP B
LSE C
MDMA2
IOU
10 MW
10 MW
30 MW
PDR
XYZ
SQMD requires meter data plus registration data. MDMAs provide the meter data, but do not yet have access to the DRS registration data.

8. For Example DRP (Muir’s DRP Co) Processes Signs up a supermarket
Registers the supermarket in Resource B
Registration B1
Processes
UDC CISR form
CAISO Demand Response System (DRS)
UDC “ok”
LSE “ok”
CAISO “ok”
Meter Data
MDMA1
RQMD
SQMD

9. Example continued DRP (Muir’s DRP Co) Processes
Signs up another supermarket
MDMA2
Also registers the supermarket in Resource B
New Registration B2
Processes
UDC CISR form
CAISO DRS
UDC “ok”
LSE “ok”
CAISO “ok”
Meter Data
RQMD
No SQMD (different MDMAs)

10. Here we go with the Example
Meet Muir’s DRP Company
CPUC Registered All other agreements in place

11. Muir Co signs “Fantastic Basket Supermarket”

12. Muir Co completes Enrollment
UDC CISR Form
CAISO DRS Form

13. Approvals
UDC approves
LSE approves
CAISO approves
DRP all set

14. Meter Data
For one service account Revenue Quality Meter Data (RQMD) is the same as Settlement Quality Meter Data (SQMD).
Service Account by MDMA 1
LSE A
MDMA 1 SA 1
RQMD
LSE A
MDMA1
ESP A
ESP B
IOU
10 MW
10 MW
30 MW
PDR
XYZ
Muir Co establishes Registration B1, containing one SA (Fantastic Basket). In this case SQMD = RQMD.

15. CAISO’s DRS Registration process

16. Muir Co signs “Play Foods Grocers”

17. Muir Co completes Enrollment
UDC CISR Form
CAISO DRS Add Form

18. Approvals
UDC approves
LSE approves
CAISO approves
DRP all set

19. Meter Data
The addition of “Play Foods” requires a new registration B2. Here the RQMD is not the same as SQMD.
Service Accounts by LSE by MDMA
LSE A
LSE B
LSE C
MDMA 1 SA 1
MDMA 2 SA 1
RQMD
LSE A
MDMA1
ESP A
LSE B
MDMA1
ESP B
LSE C
MDMA2
IOU
10 MW
10 MW
30 MW
PDR
XYZ
For an MDMA to keep track of the registration changes, it will need access to the CAISO’s DRS.

20. SQMD Process (?)
The DRS information is critical for producing the SQMD necessary for supporting each registration. There may be times where there are multiple registrations requiring SQMD for the same DR resource.
Service Accounts by LSE by MDMA
LSE A
LSE B
LSE C
MDMA 1 SA 1
MDMA 2 SA 1
RQMD
LSE A
MDMA1
ESP A
LSE B
MDMA1
ESP B
LSE C
MDMA2
IOU
10 MW
10 MW
30 MW
PDR
XYZ
There is a need to consolidate the RQMD information from the MDMAs as defined by the registrations from the DRS to produce the SQMD. This could be done by the DRP or a consolidating MDMA.