Self-Learning Online - Basic Content/Table

COURSE NAME

TIME

DESCRIPTION

 

Behind-the-Meter:
Net Generation

45 min.

This E-Learning Module provides information on Behind-the-Meter: Net Generation (BTM:NG) Resources, including minimum participation requirements and details surrounding participation in the Energy, Ancillary Services and Capacity Markets.

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Co-located Storage Resources Participation Model

88 min.

This e-learning module provides an overview of the Co-located Storage resource participation model. Topics being covered in this presentation include salient and distinguishing features of how Energy Storage Resources and Wind or Solar Intermittent Power Resources can participate as Co-located Storage Resources (CSRs) in NYISO’s Energy, Ancillary services and Installed Capacity markets, and Energy market settlement

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DSS

9 min.

Session 1
This E-Learning Module explains the purpose and benefits behind DSS, identifies reports available, and explains how to access it.

PLAY

10 min.

Session 2
This E-Learning Module steps through logging into DSS, the DSS homepage options, resources within DSS, and DSS data versioning.

PLAY

12 min.

Session 3
This E-Learning Module demonstrates how to access DSS corporate reports, utilize Automated Data Delivery Files, and identifies supporting documentation.

PLAY

10 min.

Session 4
This E-Learning explains the organization of DSS Data, and teaches basic custom query building.

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Energy Market Place

35 min. This E-Learning Module explains the function of the Energy Market Place, the purpose behind the two settlement system, and the market process timelines. PLAY
Energy Storage Resources (ESRs) - Onboarding New Resources  11 min. Introduction to Onboarding
This eLearning module introduces the NYISO’s onboarding process for new Energy Storage Resources interested in participating in the NYISO markets. This module also provides an overview of the additional resources housed within the ESR Onboarding Education suite.
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Document Interconnection for ESR’s
This FAQ provides a high-level overview of the steps involved in NYISO’s Interconnection Process, from the perspective of an Energy Storage Resource.
LINK
22 min. NYISO Customer Registration and Resource Registration
This eLearning module steps through the NYISO customer registration process for new applicants looking to participate in NYISO markets with an Energy Storage Resource(s), as well as the resource registration process.
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Document Resource Modeling and Start-Up Testing
This fact sheet explains Operational modeling of a new ESR within the NYISO Operational Systems as well as Start-Up Testing that takes place before resource starts commercial participation in NYISO markets.
LINK
Document Credit
This fact sheet details NYISO’s credit department requirements for participation in NYISO’s markets and the frequency with which those requirements are due.
LINK
Document Market Mitigation & Analysis
This fact sheet provides information on how ESR Reference Levels are established, as well as a communication timeline for a MP looking to establish energy reference levels.
LINK
Document Outage Scheduling
This fact sheet explains NYISO’s outage scheduling process and its requirements for new resources. This sheet also lists the web application utilized for outage scheduling, along with requirements for use.
LINK
Document ICAP
This fact sheet steps through the general process from registration to auction participation in NYISO’s Installed Capacity Market.
LINK
Document Metering Requirements
This fact sheet details the meter requirements and metering configurations required for ESR participation in NYISO markets.
LINK
Document Metering for Settlements
This fact sheet provides insight on metering data used for settlements. This sheet also provides key terms and invoice timelines.
LINK
Document Settlements
This quick reference sheet displays the financial settlements based on ESR participation in the various NYISO markets.
LINK
Document Appendix: Onboarding of New ESRs
This PDF details additional resources for more information on each of the topics within this onboarding suite and where to find them. 
LINK

Energy Storage Resources Participation Model

96 min.

This e-learning module provides an overview of the Energy Storage Resources Participation model. Topics being covered include some background information leading up to this model’s implementation, key information surrounding participation requirements for ESRs in the energy, ancillary services, and installed capacity markets, and important ESR mitigation measures.

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Enhancements to ICAP AMS: EDR and UDR

11 min.

This e-Learning module explains the project details associated with the incorporation of EDR Capacity resources into the ICAP Market, and the enhancements made to the ICAP Automated Market System (AMS) to support both EDR and UDR resources.  This includes defining EDRs and UDRs, highlighting their benefits and a walkthrough of the specific ICAP AMS changes.

 

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FERC Order 831

31 min.

This E-Learning module provides information about NYISO’s implementation of FERC Order 831, and will focus on the various offers/bids impacted by this order and review the changes/updates to the bidding process for energy offers.

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Generating Availability Data Systems (GADS) as Used Under NYISO Rules

15 min.

Chapter 1: GADS as Used Under NYISO Rules - Introduction
Description: This chapter will provide an overview of the Generating Availability Data Systems (GADS), Reporting and will discuss the origins of GADS data submission to NERC, submission of GADS data to NYISO, and the various studies and processes that GADS data is used for at the NYISO.

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42 min.

Chapter 2: GADS Data Submission
Description: This chapter will detail the three types of GADS data that needs to be submitted to the NYISO: Design, Event and Performance data.

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31 min. Chapter 3: Guidelines for Event/Performance Data Reporting
Description:This chapter will provide insight into some guidelines for Event and Performance data reporting, as well as some common errors that are usually seen during GADS data submission. This chapter also includes a look at the penalties for non-compliance of GADS data submission
 
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18 min. Chapter 4: NYISO Use of GADS Data-EFORd Calculation
Description: This chapter will focus on the calculation of EFORd or derating factor for conventional generating units from GADS data. EFORd will be used in the calculation of Unforced Capacity or UCAP for a resource.
 
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14 min. Chapter 5: Online GADS Portal

Description: This chapter will provide a high level introduction to the NYISO's Generating Availability Data System (GADS) Portal and includes instructions on how to submit GADS data, correct errors, and generate a standard ICAP EFORd report.

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11 min. Chapter 6: Outage Scheduling with NYISO
Description: This chapter will provide a high-level look at the Outage Scheduling Process at the NYISO, and the procedures for scheduling and reporting various types of generator outages.
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Interactive Chapter 7: Event Reporting Scenarios
Description: This is an interactive session that highlights various Event Reporting scenarios for resources submitting NYISO GADS Event data.
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Document Frequently Asked Questions (FAQs)
This document answers some Frequently asked Questions (FAQs) about Generating Availability Data Systems (GADS) Reporting to the NYISO
 
LINK

NAESB Digital Certificate Tutorial

18 min.

This E-Learning Module is geared towards guiding market participants on how to obtain and implement the use of a digital certificate to access NYISO markets and applications.

PLAY

NYISO Interconnection Process

8 min.

Chapter 1
This module provides an overview of the purpose behind the interconnection process, addresses key terms, identifies the various stages of the interconnection process and introduces the web portal used to support the NYISO Interconnection Process.

PLAY

22 min.

Chapter 2
This module explains the initial kick off of an interconnection request, provides information on gaining access to the ‘Interconnection Projects Community’ portal, identifies the steps for submitting a formal interconnection request, details the eSignature requirement, addresses the relevance of NYISO’s acknowledgement of an interconnection request, and walks through the request validation results of a submitted interconnection request 

PLAY

15 min.

Chapter 3
This module includes the detailed steps associated with the feasibility and system reliability impact study process, a compare and contrast review of the different interconnection study options, and the detailed steps associated with the system reliability impact study

PLAY
18 min.

Chapter 4
This explains the purpose behind the class year study, details the components of the class year study and describes corresponding reporting requirements

PLAY
12 min.

Chapter 5
This module identifies supplier next steps regarding pre and post commercial responsibilities that must be completed to result in commercial participation in NYISO’s Installed Capacity, Energy and the Ancillary Services Markets

PLAY

Outage Scheduler (OMS) System

24 min. 

Generator Owner (GO) Edition
This e-Learning module provides an walk-through of the Outage Scheduler (OMS) System for Generator Owners. Topics covered include accessing and logging into the OMS System, environment navigation, creating a new outage request (Generation O.R.E), tracking a request, as well as modifying a request.

PLAY

27 min.

Transmission Owner (TO) Edition
This e-Learning module provides an walk-through of the Outage Scheduler (OMS) System for Transmission Owners. Topics covered include accessing and logging into the OMS System, environment navigation, accessing the conflict calendar, creating a new outage request (Transmission O.R.E) , tracking a request, as well as modifying a request.

PLAY

Station Power

32 min. This intermediate level E-Learning Module explains the function of Station Power; various types of Station Power; requirements for Station Power; as well as the registration process for participation in the Station Power Program. PLAY

Transmission Congestion Contracts

56 min.

This e-learning module explains Transmission Congestion Contracts basics, the TCC auction Process and how Clearing prices are determined, Non-Auction TCC Procurement methods, how TCC congestion Rent settlements are calculated, and TCC credit requirements.

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  TCC Competency Exam
In order to have TCC bidding privileges turned on, a market participant must complete this TCC competency exam and attain a grade of 75% or greater to demonstrate competency.
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Virtual Trading

35 min. This E-Learning Module explains Virtual Trading Basics, the corresponding bidding and settlements processes, in addition to Virtual Trading credit requirements. PLAY
20 min. Virtual Trading Competency Exam
In order to have Virtual Trading bidding privileges turned on, a market participant must complete this Virtual Trading competency exam and attain a grade of 75% or greater to demonstrate competency.
PLAY

Wind and Solar Intermittent Power Participation Model

48 min.

This e-learning module provides an overview of the Wind and Solar Intermittent Power Resources Participation model. Topics being covered include key information surrounding participation requirements for wind and solar resources in NYISO’s energy, and installed capacity markets, and energy market financial settlements specific to these resources.

PLAY