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Nodal Program Update

Nodal Program Update. Jason Iacobucci Nodal Program Manager Technical Advisory Committee 6 May 2010. Agenda. Program Status Issue Escalation Policy LFC Overview Cut-Over Overview Market Readiness Follow-Up Discussion. 180 Days to Go-Live. Phase 5: Full Functionality

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Nodal Program Update

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  1. Nodal Program Update Jason Iacobucci Nodal Program Manager Technical Advisory Committee 6 May 2010

  2. Agenda • Program Status • Issue Escalation Policy • LFC Overview • Cut-Over Overview • Market Readiness • Follow-Up Discussion Technical Advisory Committee

  3. 180 Days to Go-Live Phase 5: Full Functionality 0 Items Impacting Go-Live Date Technical Advisory Committee

  4. 180 Days to Go-Live Market Trials has been running for 16 weeks Market Quality Testing and Operational Readiness Achievements within Market Trials: • CRR • Four monthly CRR auctions and one Balance of the Year auction have been completed and invoiced • Real Time Markets • SCED • Real Time settlements • DAM / RUC • DRUC has been running in conjunction with DAM for 5 weeks • DAM Settlements are being completed in conjunction with the DAM • Settlement and extraction data has been available since Mid-May • Continual strong participation from the Market Participants (Averaged 180 QSEs / DAM run) • DAM / RUC 5 times per wk • Ancillary Services • SASM • Will run as needed with Ancillary Services • Closed Loop LFC • 2 hour test will occurred last month • Credit • Credit Module went into effect on May 14th Technical Advisory Committee

  5. 180 Days to Go-Live Market Trials has been running for 16 weeks Market Quality Testing and Operational Readiness • Upcoming Milestones for Market Trials: • Closed Loop LFC • 8 hour will occur in mid June • Reporting support for DAM/RUC/SASM continues to be upgraded • CMM Module for NPRR 206 • 168 HR Test • System Cut-Over • Go-Live Technical Advisory Committee

  6. Integrated Nodal Timeline – Go-Live December 1st, 2010 Technical Advisory Committee

  7. 2010 Market Trials Timeline – Go-Live December 1st, 2010 Technical Advisory Committee

  8. 180 Days to Go-Live DAM Summary Technical Advisory Committee

  9. Go-Live BUSINESS PROCESS TEST ICCP Quality SE Quality Solution/ Data Quality HRUC Integrated Credit Management 1 Day Dual Entry Model Load /Validation Processes SASM Business Stability Contingencies UI Performance Improvements DAM RTM ICCP Point Checkout DRUC Phase 5:Full Functionality SCED RARF Integration MARKET TEST CRR INVOICES Phase 5:Full Functionality Solution/ Data Completeness DAM PERFORMANCE & LOAD TEST Model Baseline Testing May Auction System Stability Integration Phase 4: DAM/RUC INTEGRATION TEST Functional Completeness Functional Stability FA/SA TEST Test Activities Business Quality NMMS RTM EMS OS CRR DAM COMS CMM REG REPORTS MT 2.1 SEM MT 4.0 MT 5.0 MT 3.0 Technical Advisory Committee

  10. Nodal Defects Trends - High Priority (Must Fix Before Go-Live) • Defect counts decreased due to planned defect migrations into Nodal ITest. • Primary source for Open defect counts are EIP, EMS, MMS, and NMMS. Technical Advisory Committee

  11. Nodal Program Risks & Issues Technical Advisory Committee

  12. Issue Escalation Policy For Market Participants • ERCOT Nodal personnel are pulling back from non-Go-Live interaction within subcommittees and task forces • Avenues for Question Resolution and Issue Escalation • Question Resolution • Current Market Trials Calls • Email to markettrials@ercot.com • Issue Escalation • Issue brought up at Subcommittee, Working Group, or Task Force • Discussed without ERCOT involvement • Issue is brought before NATF for overall market discussion and ERCOT opinion • NATF follows up on issue • NATF brings issue forward before TAC • Voting Items are brought before TAC Technical Advisory Committee

  13. Reminder of Nodal Offer Caps and Prices • Prices higher than the $2,250 offer cap were observed in the Real-Time Market in the past month • Per PUCT rule and Protocols (4.4.11), there are offer caps from resources, but not price caps • Also described in protocols are shift factors and power balance penalties that can result in prices above offer caps • On May 5, from 3-6pm there was a scenario that created prices up to $3,759: • -  Transmission constraints were active in nodal  • - Group of resources were lost in a data loading process resulted in under-generation •   Resulted in a simulated under-generation situation with active constraints • As designed, the Real-Time market invoked penalty factors for both: • -  Under-generation (power-balance) penalty of $3,001 • -  Constraints/congestion added on top based on shift factor times penalty factor •     345 kV: $4,500/MW •    138 kV: $3,500/MW •     69 kV: $2,800/MW • -  Penalty values for market trials set in Congestion Management Working group with ERCOT, Market, and IMM • - Price spikes may be only local and may not dramatically increase Load Zone price that Load is settled on • - Final penalty factors to be set through ERCOT and stakeholder process and brought to TAC/Board of Directors prior to go-live. • Even with NPRR091 of $180 or 18 heat rate x GasIndex, prices can be as high as $3,000 Technical Advisory Committee

  14. LFC Test Overview Scott Middleton Market Trials

  15. 2-Hour LFC Test Update 2-Hour LFC Test Update Technical Advisory Committee

  16. 2-Hour LFC Test Update 2-Hour LFC Test Update (continued) Technical Advisory Committee

  17. 2-Hour LFC Test Update 2-Hour LFC Test Update (continued) Technical Advisory Committee

  18. Cut-Over Kick-Off Overview Lisa Hoover Cut-Over Lead

  19. http://nodal.ercot.com 19

  20. Cut Over Scope Nodal Market Readiness • How Time Frame Was Defined • First triggering event necessary to support Cut-Over; includes both business and technical aspects • Pre Go-Live Activities currently ~120 days out (August) • Post Go-Live Activities related to Nodal currently ~180 days after go-live (June 2011) • Scope of Cut-Over for ERCOT • Cut-Over Planning Activities • Training on System and Business Processes • Security and Compliance • Data Preparation, Migration and Reconciliation • Contingency / Fall-Back Plans • Organization and Support Structure • Communication Technical Advisory Committee

  21. Timeline Development Nodal Market Readiness • How We Worked Through the Development Process: • Started with Timeline of Business Applications with Earliest Go-Live Dates • Looked at Predecessors and Successors Applications • Incorporated Mid-Stream Dependency Applications • Captured Outstanding Questions • Developed List of Decisions, Proposed Assumptions and Implications • Example of Artifacts Taken into Account: • Texas Nodal Market Go-Live Procedure • Texas Nodal Market 168-Hour Test Procedure • Market Trials Real-Time Market Testing Market Participant Handbook Technical Advisory Committee

  22. Key Cut-Over Activities Key Cut-Over Activities Nodal Market Readiness • 2010 • September • October • November • December Technical Advisory Committee

  23. Cut-Over Timeline Nodal Market Readiness Technical Advisory Committee

  24. Market Participant Role and Responsibilities and Responsibilities Nodal Market Readiness • A Glance at Market Participant Roles and Responsibilities Network Model * load date tbd Technical Advisory Committee

  25. Market Participant Role and Responsibilities Nodal Market Readiness • A Glance at Market Participant Roles and Responsibilities Outage Scheduler Technical Advisory Committee

  26. Market Participant Role and Responsibilities Nodal Market Readiness • A Glance at Market Participant Roles and Responsibilities Credit, CRR and Settlements Technical Advisory Committee

  27. Market Participant Role and Responsibilities Nodal Market Readiness • A Glance at Market Participant Roles and Responsibilities Credit, CRR and Settlements (continued) Technical Advisory Committee

  28. Market Participant Role and Responsibilities and Responsibilities Nodal Market Readiness • A Glance at Market Participant Roles and Responsibilities Markets, Operations and Remaining Protocol Sections Technical Advisory Committee

  29. Next Steps Nodal Market Readiness • Assess Your Readiness • Continue to Actively Engage in Market Trials • Cut-Over 60-Day Outlook Updates Through Board of Directors, NATF, and TAC • ERCOT to Communicate Network Model Transition Plan (June) • Update on Cut-Over to be released on a market call or seminar (July) • Additional Cut-Over Details Technical Advisory Committee

  30. Next Steps Next Steps Nodal Market Readiness • Update on Cut-Over and Retirement to be released on a market call or seminar (September) • End Dates of Parallel Support • Decommissioning of Systems • Market Launch Plan (September) • Update on Cut-Over and Contingency Plans to be released on a market call or seminar (October) • What Do We Do If xyz fails? • How Long Would It Take To Fail Back to Zonal if We Had to? • Be Aware of Nodal Protocol Dates and Actions Requested Technical Advisory Committee

  31. Market Readiness Vikki Gates Readiness & Transformation

  32. Participant Readiness Touch Points 2010 May June July August Meetings • NATF 5/4 • NATF 6/1 and 6/29 • TBD • NATF 8/3 and 8/31 • Nodal 101 • Transmission 101 • Generation 101, 201 • CRR – instructor-led • NMMS • Economics of LMP • NOIE QSE Operations • Nodal 101 • LSE 201 • Generation 101, 201 • Economics of LMP • CC Workshop • VC Workshop • AS Workshop • Retail Workshop • Nodal 101 • Transmission 101 • Generation 101, 201 • Basic Training Program • NOIE QSE Operations • Settlements 301 • Nodal 101 • Transmission 101 • Generation 101, 201 • Basic Training Program • NOIE QSE Operations • Settlements 301 Training • Standby site visits • Metrics monitoring • Bi-weekly TSP calls • MRS #4 Cutover • TSP Outage Scheduler Road Show begins • Phase 5 Metrics launch • Qualification assessment (MP17) • Standby site visits • Standby site visits Outreach • Weekly Trials calls • 2 hr system-wide LFC test • Phase 5 Market Trials initiates • Weekly Trials calls • 8 hr system-wide LFC test • Full market trials functionality continues • Weekly Trials calls • 48 hr system-wide LFC test • Verifiable costs in execution • NPRR206 in execution • Weekly Trials calls • Prepare for 168 hr test Market trials Technical Advisory Committee

  33. Next 60-days of Workshops Enrollment at: http://nodal.ercot.com/training/courses/index.html Technical Advisory Committee

  34. Metrics Roadmap Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE New Metric N1 EMO1 MP6 MP15A EMO6 EMO10 EMO7 EMO9(A) EMO9(C) EMO9(D) MO5 MO4 N2 MP3 EMO2 EMO9(B) EMO13 EMO8 MP23 MP15B CRR3 MP20 EMO3 MO3 MO8 MP3 MP16 MO9 MO7 MO10 C10 CO8 CO5 CO3 CO9 E5 R0 CO2 C1-C10 CO4 R1 CO6 CO7 R2 CO1 IMM1 R3 CRR4 E3 E12 MP11 E7 MP14C E9 E10 E1 E11 MP17 Technical Advisory Committee

  35. CRR Metrics Active Phase 3 Metric Notes: 1. Added CRR3 participation threshold (market segment) - >= 80% participation (GREEN), >= 50% and < 80% (AMBER), < 50% (RED) Technical Advisory Committee

  36. Real-Time Metrics Active Phase 3 and 4 Metrics Notes: 1. ERCOT Criteria added to MP3 and MP15(B) – “ERCOT scores in connectivity will mirror the MP scores.” Technical Advisory Committee

  37. Day-Ahead Market Metrics • Notes: • MP16 – 10 DAM runs (as of the 5/4/2010 run) • MP16 – Metric is based on a 2 week rolling average. • MP16 – 96.5% Load participating. Technical Advisory Committee

  38. Outage Scheduler Metrics Active Phase 3 Metric Technical Advisory Committee

  39. Network Modeling Metrics Active 4 Metric • Notes: • MP6 does not include 405 QSE CB and DSC points from TSP outreach. ERCOT is determining whether these rollback into the QSER MP6 measurement Technical Advisory Committee

  40. Network Model Metrics Network Modeling Metrics Notes: 1. SE performance requirements in EMO12 moved to EMO9(A) Technical Advisory Committee

  41. Resource Entity Metrics Technical Advisory Committee

  42. Readiness Metrics Technical Advisory Committee

  43. Questions ?

  44. Appendix

  45. Nodal Program Risks & Issues: Definitions Definitions for Category, Probability and Severity of Risks & Issues: • Category • Scope : Will require a scope change • Schedule: Will require a schedule change • Budget: Will require a budget change • Probability • High : Probability to occur is ≥ 90%; perceived impact would require a Change Request over the next 1-3 months • Medium: Probability to occur is between 31 – 89%; perceived impact would require a Change Request over the next 4 -10 months • Low: Probability to occur is ≤ 30 %; not expected to require a Change Request • Severity • High: Milestone impact, or budget impact >$250,000 • Medium: Milestone impact - but expected to be mitigated, or budget impact between $0 - $250,000 • Low: No milestone impact, or no budget impact Technical Advisory Committee

  46. 120 Day Outlook What’s On The Horizon? 10/26/2014 Technical Advisory Committee

  47. 120 Day Outlook : May Market Activities Jan Feb Mar Apr May June July Aug Functional Area Targeted Activities for May 2010 • ERCOT ramps to DAM / DRUC 5x / weekly • 2hr LFC closed loop test executed • ERCOT completes Balance of Year auction • ERCOT executes June Monthly CRR Auction • ERCOT releases credit integration • SASM executed as needed • ERCOT executes limited HRUC • ERCOT ramps to reflect protocol timelines on a best effort basis • Real-Time Market • Congestion Revenue Rights • Day-Ahead Market • Reliability Unit Commitment • Outage Scheduler • COMS/Settlements • Network Modeling • Nodal Reports • Credit • Full Integration Technical Advisory Committee

  48. 120 Day Outlook : June Market Activities Jan Feb Mar Apr May June July Aug Functional Area Targeted Activities for June 2010 • Operational scenarios executed • 8hr LFC closed loop test executed • ERCOT executes July Monthly CRR Auction • DAM / DRUC Continues 5x / weekly • SASM executed as needed • ERCOT executes limited HRUC • Protocol timelines on a best effort basis • Real-Time Market • Congestion Revenue Rights • Day-Ahead Market • Reliability Unit Commitment • Outage Scheduler • COMS/Settlements • Network Modeling • Nodal Reports • Credit • Full Integration Technical Advisory Committee

  49. 120 Day Outlook : July Market Activities Jan Feb Mar Apr May June July Aug Functional Area Targeted Activities for July 2010 • Exercise ‘Normal State’ processes and procedures, including weekends • 48hr LFC closed loop test executed • DAM / DRUC executes 7x / weekly for two weeks • ERCOT executes HRUC 7x24 during 7 day weeks • Protocol timelines during 7 day weeks • ERCOT executes August Monthly CRR Auction • SASM executed as needed • Real-Time Market • Congestion Revenue Rights • Day-Ahead Market • Reliability Unit Commitment • Outage Scheduler • COMS/Settlements • Network Modeling • Nodal Reports • Credit • Full Integration Technical Advisory Committee

  50. 120 Day Outlook : August Market Activities Jan Feb Mar Apr May June July Aug Functional Area Targeted Activities for August 2010 • August is reserved for focusing on any issues or scenarios encountered in the first 3 months of Phase 5 • Real time submission continue • ERCOT executes August Monthly CRR Auction • SASM executed as needed • Real-Time Market • Congestion Revenue Rights • Day-Ahead Market • Reliability Unit Commitment • Outage Scheduler • COMS/Settlements • Network Modeling • Nodal Reports • Credit • Full Integration Technical Advisory Committee

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