Portfolio Management System

The Portfolio Management System (PMS Portfolio Management System) is an online portal application that simplifies the WDR Wholesale Demand Response and FCAS Frequency Controlled Ancillary Services. A service that balances, over short intervals (shorter than the dispatch interval), the power supplied by generating units and the power consumed by loads. application processes for AEMO Australian Energy Market Operator and participants, providing transparency into the classification and aggregation process to Market Participants.

The PMS stream changes for the IESS Integrating Energy Storage Systems project are:

• Transition the participant category from Small Generating Aggregators (SGAs) to Integrated Resource Providers (IRP Integrated Resource Provider. Any person who owns, controls or operates an integrated resource system connected to a transmission or distribution network must register as an Integrated Resource Provider).
• The participant category is stored in RMC Registration Management Client. This change allows PMS to read this data from EMMS Energy Market Management System (formerly MMS); software, hardware, network and related processes..
• Allow the Role The role a company has with a connection point in CATS. A single company can have more than one role associated with a NMI. column in the FCAS_NMI See Relevant Rules or Procedures.csv Comma Separated Values. A file format for data using commas as delimiters. file to have the value of Small Resource Aggregator (SRA) Small Resource Aggregator.
• Update the existing NMI Energy Rules TermsRole field attribute in PMS for any existing SGAs to SRA Small Resource Aggregator. 
• Update the existing declarations on the PMS interface to reflect IESS terminology changes when participants submit or upload an application (changes ASL Ancillary Services Load (currently excludes generators or batteries) to ASU Ancillary Services Unit (new under IESS rule change encapsulating both generation and load) and market load to market connection point).
• Allows an IRP to register NMIs for all available contingency FCAS services including RAISE1SEC, RAISE6SEC, LOWER6SEC, RAISE60SEC, LOWER1SEC, LOWER60SEC, RAISE5MIN, LOWER5MIN.
• Update how Linked participant ids field values display, list of all participant Id’s of the portfolio participant that has the same ABN with their participant category from EMMS - Portfolio Details Tab.
• Update Participant type field values to validate and display participant category from EMMS - Portfolio Details Tab