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Texas Nodal Market Participant SCED Workshop 24 th May 1007

Texas Nodal Market Participant SCED Workshop 24 th May 1007. Workshop Agenda - AM. Workshop Agenda - PM. Workshop Objective and Future Plans. Start the collaboration process to develop MP Handbooks for all EDS testing activities Share the draft Market Participant Handbook for SCED testing

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Texas Nodal Market Participant SCED Workshop 24 th May 1007

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  1. Texas NodalMarket Participant SCED Workshop 24th May 1007 http://nodal.ercot.com 1

  2. Workshop Agenda - AM http://nodal.ercot.com 2

  3. Workshop Agenda - PM http://nodal.ercot.com 3

  4. Workshop Objective and Future Plans • Start the collaboration process to develop MP Handbooks for all EDS testing activities • Share the draft Market Participant Handbook for SCED testing • Answer any planning or testing questions from MPs • Provide a roadmap for future collaborative workshops http://nodal.ercot.com 4

  5. Meeting Logistics • Question cards • Breaks • Lunch http://nodal.ercot.com 5

  6. Team introduction • Matt Mereness - IRT • Ken Kasparian- IRT • Craig Gamoke- IRT • Kalyan Sumanam- IRT • John Hall- IRT • Gary Macomber - IDA • Resmi Surendran- MMS • Xingwang Ma- MMS • Ranjit Kumar- MMS • Scott Neumann - EIP • Mehdi Assadian - EIP http://nodal.ercot.com 6

  7. Texas NodalEarly Delivery System Overview http://nodal.ercot.com 7

  8. Texas Nodal Program Summary Release Schedule High Level Version 2.0 http://nodal.ercot.com 8

  9. EDS Testing Artifacts EDS Approach Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec EDS EDS 3 Upload Offers Reg LMP Data Validation 6 month LMP Posting Rel 5 Rel 6 LFC COMs Testing LFC Testing Rel 7 CRR Data Validation Trial Ops of CRR EDS EDS 4 Rel 8 Settlements Statements Test Settlements Full Nodal Functionality 24*7 Operation Rel 9 168 Hr Test Upload Bids Outages DAM, RUC, SASM Go-Live Activities RTM Go-Live DAM Go-Live MP Interface Spec EDS 3 Approach EDS 4 Approach TPTF Approval SCED Handbook LFC Handbook CRR Handbook DAM Handbook S&B Handbook 168 Hour Test Handbook Nodal Cutover Handbook Zonal Wind Down Handbook Legend EDS 3 Major milestones EDS 4 EDS Preparation Milestones EDS Testing Status Reporting ERCOT & MP Readiness Reporting http://nodal.ercot.com 9

  10. Release Overview • EDS 1 Release 1 – Alarm Processing • EDS 1 Release 2 – Point-to-Point Checkout • EDS 2 Release 3 – State Estimator & Network Security Analysis • EDS 2 Release 4 – Network Model Validation • EDS 3 Release 5 – SCED execution and posting LMP’s • EDS 3 Release 6 – Load Frequency Control • EDS 3 Release 7 – Settlement Statements,CRR Allocation & Auction • EDS 4 Release 8 – RT Settlements (no Shadow Settlements) • EDS 4 Release 9 – DAM, RUC, SASM, Full Settlements, EDW Extracts http://nodal.ercot.com 10

  11. Early SCED Release Timeline July Aug Sep Oct Nov Dec Jan 2007 2008 • Objectives • Enable MPs (limited) to upload offers to SCED (API or UI) • Scripted testing with limited QSEs • Enable MPs to review LMPs • Obtain feedback on user experience • Test MP ability to submit offers through API into SCED • Objectives (Incremental) • Test MP ability to utilize API’s - Output Schedules - COP - Inc/Dec Offers • Objectives(Incremental) • Execute SCED utilizing Real-Time ICCP data • All MPs to participate together • Publish LMPs and Base points via MIS • Objectives(Incremental) • Publish all SCED reporting per Nodal Transition Plan • Objectives(Incremental) • Stable & quality SCED • Begin publishing of LMPs for 6 months as required by Nodal Transition Plan System Needs MMS • SCED UI Upgrade EMS • SE, Transmission Constraint Manager, Resource Limit Calculator S&B • FIP, FOP, Heat Rate Curves NMMS • Network Model MIS • Data and linkable apps incorporated as available EDW • LMP Reports (MIR) EIP • EMS-to-MMS • MMS-to-EMS • NMMS-to-MMS • REG-to-MMS • S&B-to-MMS • PLATT-to-MMS Data / Stubs • No Change Testing Tools • No Change System Needs MMS • No Change MIS • Portal with all portlets configured (Minimal data / linkable apps) EIP • Output Schedule • COP • Inc/Dec Offer* Data / Stubs • No Change Testing Tools • No Change * Interface may be delivered in next phase System Needs MMS • Hub & Load Zone Price Calculations MIS • Full System • SCED Reporting (Graphical) EIP • MMS-to-MIS Data / Stubs • No Change Testing Tools • No Change Infrastructure • No Change System Needs MMS • Bug fix only MIS • Bug fix only EMS • Bug fix only EIP • Bug fix only NMMS • Bug fix only MIS • Bug fix only EDW • Bug fix only Data / Stubs • No Change Testing Tools • No Change Infrastructure • No Change System Needs MMS • SCED • SCED UI (As Is) • LMP Output (CSV) EIP • Three Part Offer • Offer Acceptance • Error notification* Data / Stubs • Registration (QSE, Resources) • EMS (Telemetry Simulator, Resource Limit Calculator, Shift Factors, Constraints) • SCED Input data Creation / Submission Tool Testing Tools • Defect tracking & communication process / tool * Interface may be delivered in next phase Support levels: The quality, system availability and support levels during early stages may not match production standards. ERCOT will ramp up to 8*5 support for SCED operations by Jan 08 http://nodal.ercot.com 12

  12. July SCED Configuration – Standalone SCED with required stubs System Needs MMS1 • SCED • SCED UI (As Is) • LMP Output (CSV?) EIP • Three Part Offer • Bid Set Acceptance • Bid Set Errors* Data / Stubs • Registration (QSE, Resources) • EMS (Telemetry Simulator, RLC, Shift Factors, Constraints) • SCED Input data Creation / Submission Tool http://nodal.ercot.com 13

  13. October SCED Configuration – Integrated with relevant applications System Needs MMS1 • SCED UI Upgrade EMS 2C • SE, TCM, RLC S&B • FIP, FOP, HRC, … NMMS • Network Model EDW • LMP Report Extracts (MIR) EIP • EMS-to-MMS • MMS-to-EMS • NMMS-to-MMS • REG-to-MMS • S&B-to-MMS • PLATT-to-MMS ? Data / Stubs • No Change • What happened to the line from MMS to EDW • Highlight the lines that are new http://nodal.ercot.com 14

  14. Fully ITESTed SCED for January 2008 Release http://nodal.ercot.com 15

  15. Web Service Implementation Timeline Jun Jul Aug Sept Oct Nov Dec • Objectives • The following Web Services should be available by June 30th, 2007 • Objectives • The following Web Services should be available by July 30th, 2007 • Objectives • The following Web Services should be available by August 30th, 2007 • Objectives • The following Web Services should be available by September 30th, 2007 • Objectives • The following Web Services should be available by October 30th, 2007 • Objectives • The following Web Services should be available by November 30th, 2007 Web Services – EIP • Three Part Offer • Incremental/Decremental Offers • Congestion Revenue Rights • Current Operating Plan • Energy-Only Offer • Output Schedule • Bid Set Acceptance • Bid Set Errors • Get mRID • System Status Web Services – EIP • Dynamic Ratings • Competitive Constraints • Aggregated Ancillary Service Offer Curves • Ancillary Service System Plan • Pending Trade • Energy Offer Awards • Energy Only Offer Awards • Energy Bid Awards • Ancillary Service Awards • Outage Creation Web Services – EIP • Forecasted Load • Market Totals • Market LMPs and SPPs • Binding Constraints • Active Contingencies in SCED • Voltage Profiles • Shift Factors • Proxy Curves • Mitigated Curves Web Services – EIP • Energy Bid • PTP Obligation • Self Schedule • Real-Time System Load • Total Regulation • Load Ratio Share • Load Distribution Factors • Unit Availability • Startup and Shutdown Instructions • CRR Awards Web Services – EIP • Total Ancillary Service Offers • Total DAM Energy • Derated CRRs • Notices and Alerts • Outage Notifications • Alert Acknowledgement • Outage Query • Outage Cancellation Web Services – EIP • Self Arranged Ancillary Services • Ancillary Service Offers • Ancillary Service Trades • Capacity Trade • DC Tie Schedule • Energy Trade • Get Award Set • Market MCPCs • Ancillary Service Schedule Obligations • Customer Load Profile • PTP Obligation Awards http://nodal.ercot.com 16

  16. Texas Nodal Program Summary Release Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec EDS EDS 3 Upload Offers Reg LMP Data Validation 6 month LMP Posting Rel 5 Rel 6 LFC COMs Testing LFC Testing Rel 7 CRR Data Validation Trial Ops of CRR Legend Major milestones EDS Preparation Milestones EDS 3 FAT milestones • Web Services • Three Part Offer (1) • Incremental / Decremental Offers (1) • Current Operating Plan (1) • Output Schedule (1) • Bid Set Acceptance (1) • Bid Set Errors (1) • Market LMPs and Spps (2) • Binding Constraints (2) • Active Contingencies in SCED (2) • Proxy Curves (2) • Real Time System Load (3) • Competitive Constraints (5) • Unit Availability (3) • Get mRID (1) • System Status (1) • Mitigated Curve (2) • Web Services • Shift Factors (2) • Voltage Profiles (2) • Load Distribution Factors (3) • Total Regulation (3) http://nodal.ercot.com 17

  17. Texas Nodal Program Summary Release Schedule Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec EDS EDS 4 Rel 8 Settlements Statements Test Settlements Full Nodal Functionality 24*7 Operation Rel 9 168 Hr Test Upload Bids Outages DAM, RUC, SASM Go-Live Activities RTM Go-Live DAM Go-Live MP Interface Spec Legend Major milestones EDS Preparation Milestones EDS 4 • Web Services • Self Arranged Ancillary Services (4) • Ancillary Service Offers (4) • Aggregated AS Offer Curves (5 • Ancillary Service Trades (4) • Ancillary Service Schedule Obligations (4) • Capacity Trade (4) • Congestion Revenue Rights (1) • DC Tie Schedule (4) • Energy Bid (3) • Energy Only Offer (1) • Energy Trade (4) • PTP Obligation (3) • Self Schedule (3) • Load Ratio Share (3) • Dynamic Ratings (5) • Total AS Offers (6) • Derated CRRs (6) • Customer Load Profiles (4) • Pending Trade (5) • AS System Plan (5) • Web Services • Energy Bid Award (5) • Energy Offer Award (5) • Energy Only Offer Award (5) • Ancillary Service Awards (5) • PTP Obligation Awards (4) • CRR Awards (5) • Get Award Set (4) • Forecasted Load (2) • Market Totals (2) • Market MCPCs (4) • Total DAM Energy (6) • Startup / Shutdown Instructions (3) • Notices and Alerts (6) • Alert Notification (6) • Web Services • Outage Creation (5) • Outage Query (6) • Outage Cancellation (6) • Outage Notification (6) http://nodal.ercot.com 18

  18. What should QSE’s have in place? Release 5 - SCED • Personnel have attended Nodal Training Courses • Provided new and updated Registration data to ERCOT • QSE ability to create and submit offer curves to ERCOT • QSE Interactions with Interface Testing • Obtained digital certificates • Connectivity and ID Authentication • Offer submissions capability demonstrated • QSE ability to receive Base Points and other data • Market Participant operators available 8 to 5 Release 6 - LFC • QSE EMS Nodal system changes complete to support LFC • QSE Ancillary Service Qualification complete Release 7 - CRR • CRR Digital Certificate access requested • CRR Account Holder:  Completed Registration with ERCOT and Application Process • CRR Account Test Credit Limit established http://nodal.ercot.com 19

  19. Participation in the EDS 3 Testing Phases (Section 1.4 – EDS 3 Plan) * Starting in October Market Participant involvement is critical to begin producing “Reasonable” LMPs. During this period the Market Participants should have a partial EDS system in place to support the activities and functionality being demonstrated. The EDS team will provide workshops during this time to support Market Participants. Required Market Participants that are not able to participate will have to still perform these activities by requesting a ‘make-up’ workshop prior to involvement in later EDS activities. There will be limited opportunities for support due to focus on other EDS functionality. ** The EDS team recommends that all QSEs with resources schedule some time to get familiar with the SCED user interface even if they are planning on utilizing APIs in production. This will help ensure that Market Participants have a second method for accessing the EDS systems if their APIs are not functioning correctly. http://nodal.ercot.com 20

  20. Transition Plan Details Development Schedule http://nodal.ercot.com 25

  21. Registration and Qualification EDS Readiness Activities to Support EDS3 Registration and Qualification & Nodal Sandbox/Interface Testing Environment Matt Mereness Integrated ERCOT Readiness and Transition http://nodal.ercot.com 26

  22. Readiness Activities for EDS3 • High Level View of EDS Schedule • High Level View of Registration and Qualification • Registration (the paperwork) • Qualification (the testing and verification) • What Data is needed to support EDS3? • Nodal Sandbox/Interface Testing Environment • Description and Benefits of accessing interface testing system http://nodal.ercot.com 27

  23. High Level View of EDS Schedule http://nodal.ercot.com 28

  24. High Level View of Registration and Qualification CRR = CRR Acct Holder X= Required, X* = Required only for new MP, O= Optional Q = QSE without Resources (formerly Level 1 & 2 QSEs) QR= QSE with Resources (formerly Level 3 & 4 QSEs) TD =TSP and/or DSP http://nodal.ercot.com 29

  25. High Level View of Registration and Qualification (cont’d) Calendar of Registration Documentation • Aligning Registration Dates to coordinate with EDS Milestones: • Resource Registration data (fully-certified version) • Provide to ERCOT by 9/1/07 • In time for 10/1/07 mandatory EDS3/SCED testing • Attestation for Qualification of Ancillary Services • Provide to ERCOT by 9/1/07 • In support of LFC testing preparation/scheduling 1/1/08 • Sign MP Standard Form Agreements • Time of BOD approval for PRR/NPRR, not EDS • Estimate BOD approval in place by 10/1/07 • Target completion 60-90 days later • CRR Account Holder Application • Provide to ERCOT by 3/1/08 • In time for 4/1/08 testing of CRR Auction • QSE Application (new QSEs) • QSEs with Resources (August 2007) • QSEs without Resources provide to ERCOT by 3/1/08 • Receive by 3/1/08, in time for 4/1/08 testing of DAM http://nodal.ercot.com 30

  26. What is Data is needed to support EDS3? Resource Data is needed for EDS3-SCED Testing • What ERCOT has: • Zonal Generation Asset Registration Forms (GARFs on file at ERCOT) • What ERCOT does not have: • Subset of new resource parameters for nodal market (not on file at ERCOT) • ERCOT’s plan to get EDS3 Resource Data established in nodal systems • In the short term (for pre-EDS3 testing), ERCOT is to release a spreadsheet to QSEs and/or Resource Entities to complete the “bare-bones” list of Resource data needed for data entry validation • ERCOT will upload data into Market Management System (MMS) • In the longer term (for mandatory EDS3 activities), ERCOT is to release a new version of the Resource Asset Registration Form to Resource Entities to have completed and on file at ERCOT • ERCOT will release new Resource Asset Registration Form (and upon request can provide the zonal GARF that is on file) • New form will highlight new data elements needed http://nodal.ercot.com 31

  27. Nodal Sandbox/Interface Testing Environment • Purpose of Sandbox • Allow Market Participant developers (and vendors) to access ERCOT programmatic interfaces and test code for data submission • Limitations/advantages of sandbox • Not an EDS environment • No data validation, only technical validation of code and format Sandbox/Interface Testing Environment (no application behind web interface) EDS Environment http://nodal.ercot.com 32

  28. Nodal Sandbox/Interface Testing Environment (cont’d) • Limitations/advantages of sandbox (cont’d) • Environment is already available to the market for testing • Developer can use Sandbox to shake-out coding issues • Developer can use Sandbox to resolve security/digital certificate issues • Allows technical testing prior to pre-EDS and EDS activities • Market Interface document available as Machine-to-Machine Interface (http://nodal.ercot.com/docs/pd/ida/index.html#oth) Sandbox/Interface Testing Environment (no application behind web interface) EDS Environment http://nodal.ercot.com 33

  29. Summary and Questions Readiness Summary: • Sandbox/Interface Testing Environment is already available to test submission of some transactions • No Resource data needed as there is no data validation • To obtain Resource Registration Data, ERCOT is planning to release draft of Resource data to TPTF by June 1, and plans formal release of registration forms to market by June 28. • Pre-EDS3 participants will need to provide “bare-bones” list of Resource data • Mandatory EDS3 will require full completion of Resource Registration Forms (9/1/07) Questions before getting into more details of EDS3? http://nodal.ercot.com 34

  30. Handbook Walkthrough http://nodal.ercot.com 35

  31. Break http://nodal.ercot.com 36

  32. Handbook Walkthrough http://nodal.ercot.com 37

  33. Lunch http://nodal.ercot.com 38

  34. Entry & Exit Criteria http://nodal.ercot.com 39

  35. Technical Questions & Answers http://nodal.ercot.com 40

  36. Ongoing Planning Forums & Workshops http://nodal.ercot.com 41

  37. Future workshops • Frequency of workshops? • Frequency of WebEx? • SCED, LFC, CRR etc http://nodal.ercot.com 42

  38. Have a safe trip home http://nodal.ercot.com 43

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