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Single Entry Model (SEM) Weekly Market Call

This document provides an update on the Single Entry Model (SEM) weekly market call held on August 31, 2009, including information on access questions, go-live updates, market testing, and FAQs.

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Single Entry Model (SEM) Weekly Market Call

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  1. Single Entry Model (SEM)Weekly Market Call August 31, 2009 Matt Mereness http://nodal.ercot.com 1

  2. Antitrust Admonition ANTITRUST ADMONITION ERCOT strictly prohibits Market Participants and their employees who are participating in ERCOT activities from using their participation in ERCOT activities as a forum for engaging in practices or communications that violate the antitrust laws. The ERCOT Board has approved guidelines for members of ERCOT Committees, Subcommittees and Working Groups to be reviewed and followed by each Market Participant attending ERCOT meetings. If you have not received a copy of these Guidelines, copies are available at the Client Relations desk. Please remember your ongoing obligation to comply with all applicable laws, including the antitrust laws. DISCLAIMER All presentations and materials submitted by Market Participants or any other Entity to ERCOT staff for this meeting are received and posted with the acknowledgement that the information will be considered public in accordance with the ERCOT Websites Content Management Operating Procedure. http://nodal.ercot.com 2

  3. SEM Weekly Market Call Agenda Antitrust Admonition SEM Go-Live Q&A Reference only- SEM Go-Live Update Market Testing Update Readiness Dashboards SEM Go-Live Criteria and Approval FAQ/ Open Issues Appendix/Supporting Info What is SEM? Go-Live timeline and activities Training overview and sign-up Readiness metrics related to training and testing Communication mailbox and SEM Market Call Schedule http://nodal.ercot.com 3

  4. Day 1 User access questions USA or MP can re-set passwords ERCOT on the phone 512.248.3800 (opt 3) Confirming user set-up All user requests received by noon Friday were to be set-up Connectivity Some user reporting when using https://gateway.ercot.com they are re-directed to old URL and prompted for SecureID ERCOT loaded production gateway to different site If MP’s network server DNS has not refreshed, it is going to old IP address resolution Production can be accessed, but old URL requires FOB key until DNS is refreshed Summary for first 5 hours of SEM Averaging 8-10 market users No statistics as to whether model has been downloaded http://nodal.ercot.com 4

  5. SEM Go-Live Update What is ERCOT doing this week? Completed performance and tuning Implementing final configurations Roll-out of TML Links Loading model into production systems Training Reminder of one make-up class scheduled so far – Sept 29-Oct 1 Sign up using LMS - https://www.ercottraining.com/lms/default.asp Communications during the week – Regular call today Special call on SEM Go-Live – Monday 1pm, ERCOT will host WebEx to troubleshoot user access issues Voluntary call (no roll call) Regular call next Thursday, Sept 3 http://nodal.ercot.com 5

  6. Market Testing Update Test Sandbox Environment Update: Will be taken offline tonight Remain off-line during at least the first week of production Test/Sandbox system will come back for training later in September Final date TBD http://nodal.ercot.com 6

  7. FAQ- Access questions Currently production system is not online and available to TSPs (early deployment of links, but full function on 8/31/09 an 8am Final list of Production Users being set-up tomorrow afternoon Any new user requests needed by noon Friday, Aug 28 Reminder- TSP USA initiates creation of NMMS account. User will receive a new user name and initial password. Please use caution when typing the new password (or removing the trailing space when pasting.) You will be prompted to change your password. If there are any issues with this initial log in, you will receive an error message. At this point, you must request a password reset. The password can be reset by: Emailing the ERCOT Helpdesk, Helpdesk@ercot.com or calling at 248-6800 option 3. Or contacting your USA – they can reset your password. To reset: in MPIM, select modify to the individual account. There is a check box to reset password. Select the box and email will be sent with new password. USAs were contacted directly with instructions on how to assign the roles for SEM Go-Live Two roles are applicable for NMMS: NMMS Remote Users (access to production environment to submit NOMCRs) NMMS_SEMFILE_DOCS (to allow the ability for certain TSP users to download the full network CIM file) http://nodal.ercot.com 7

  8. NMMS Access on Aug 31, 2009 TSP TML Each TSP Company Folder will contain all Network Model Changes Daily zip files 1) NOMCRs / SAMRs (Report Explorer) 2) CIM network file download capability 3) NMMS Production (also SOTE / MOTE) (links to Citrix Gateway) Citrix Gateway NMMS Production (also SOTE / MOTE) http://nodal.ercot.com 8

  9. NMMS Access on Aug 31, 2009 https://tml.ercot.com http://nodal.ercot.com 9

  10. Roll-call and Q&A Roll-call Production environment URL URL- https://gateway.ercot.com Important Reminder(s): Go-Live Aug 31 will be 8am Production access granted from MP USAs Production issues should be sent to nomcrhelp@ercot.com and helpdesk@ercot.com Re-set password can come from HelpDesk 512.248.6800 or your USA Make up training class Enroll at https://www.ercottraining.com/lms/default.asp Populated CIM file request (8/31/09 Go-Live Model) Posted in TML Production 8/31 Special call on SEM Go-Live – Monday 1pm, ERCOT will host WebEx to troubleshoot user access issues Voluntary call (no roll call) Questions and Answers Next Weekly Market Call- Sep 3, 2009 http://nodal.ercot.com 10

  11. Appendix/Supporting Info What is SEM? Readiness Criteria Go-Live timeline and activities Training overview and sign-up Dates/ methods to test submissions of NOMCRs http://nodal.ercot.com 11

  12. SEM Go-Live Overview Single Entry Model (SEM) Go-Live is the switchover on Aug 31, 2009 for TSP submissions of network operations model change requests from “Service Request” submissions via TML to “NOMCR” submissions via the NMMS System of record for model changes becomes NOMCRs on 8/31//09 System of record for Network operations Model for reliability and dispatch remains Zonal/Genesys system until Dec 2010 TSP Current Activity TSP Aug 31, 2009 Submit Modeling Change via Service Request Submit Modeling Change via NOMCR/NMMS Tool (includes ICCP) ERCOT Uploads Svc Request into Zonal Genesys Model ERCOT Copies/Converts Zonal Model “seed” Into Nodal NMMS Model ERCOT Incrementally Converts NOMCR Into Svc Req Uploads into Zonal Genesys Model ERCOT uploads NOMCR Into Nodal NMMS Model to support nodal testing Full Copy Incr. NOMCR Data Consistency Checks are run to ensure model synchronization/fidelity Periodic checks are run to ensure model synchronization/fidelity http://nodal.ercot.com 12

  13. Current Network Operations Model Maintenance for TSPs Periodic full copy and conversion of model (zonal seed used for nodal systems) ERCOT Nodal NMMS Model (nodal testing model- CIM file for EMS/MMS/etc) Submits Service Request to Change Model TSP ERCOT Zonal EMMS Model (system of record through 12/1/2010)

  14. After 8/31/2009:SEM Go-Live Network Operations Model Maintenance for TSP ERCOT enters NOMCRs into zonal model Submits Model Change Request (NOMCR) TSP Nodal Go-Live 12/1/2010 ERCOT Zonal EMMS Model (system of record through 12/1/2010) ERCOT Nodal NMMS Model (nodal testing model- CIM file for EMS/MMS/etc) NMMS Model System of Record ERCOT runs consistency checks to ensure models are aligned and maintained

  15. Network Operations Model Maintenance for Resource & QSE (today and post 8/31/09) ERCOT process ERCOT enters into zonal model Submits ICCP Change via Service Request QSE Submits RARF (Resource Asset Reg Form) via Service Request RE Nodal Go-Live 12/1/2010 ERCOT Zonal EMMS Model (system of record through 12/1/2010) ERCOT Nodal NMMS Model (nodal testing model- CIM file for EMS/MMS/etc) NMMS Model System of Record

  16. SEM Go-Live Market Engagement Dashboard (as of 8/27/2009) • Notes- ERCOT working one TSP to catch-up on final testing/training • - TSP has signed up for Sep 29th make-up training • - ERCOT will support this TSP (and any other TSP) with assistance in submission of NOMCRs http://nodal.ercot.com 16

  17. Overall SEM Go-Live ERCOT/Market Criteria Dashboard Summary of Criteria from TAC-approved SEM Go-Live Procedure(http://nodal.ercot.com/readiness/golive/index.html )

  18. Go-Live timeline and activities (continued) Communication May 6th ERCOT began TSP outreach through Wholesale Client Services TDSP/TO associations sent to 23 TOs Solicit training headcount from TOs (pre and post Go-Live) Good response from TOs http://nodal.ercot.com 18

  19. Go-Live timeline and activities (continued) Communication and Calendar May 15- Market Notice sent for SEM Kick-off call to occur May 28- SEM Kick-off WebEx 10:00-11:30am Go-Live timelines and activities for June - August 2009 Training overview and sign-up Dates and access methods to test submissions of NOMCRs Readiness metrics related to training and testing Communications mailbox and SEM market call schedule June 4- Start weekly Thursday SEM Calls at 2-3pm (through go-live/August) Company attendance is recorded ERCOT provide updates on testing and training Highlight issues or Frequently Asked Questions Open Question/Answer session for TSPs Meetings will be posted on ERCOT calendar at http://www.ercot.com/committees/nodal/eds/ June 8- Testing environment available to TSPs (through Aug 10) June 22- Weekly classroom training for 6-weeks (through July 30) http://nodal.ercot.com 19

  20. Training Overview and Sign-Up (continued) • Classroom schedule for the 3-day class • One class per week for 6 weeks • Start 1pm Tuesday / End noon Thursday • Trainees can stay in Lab Thursday afternoon for Q&A • If schedule fills up, ERCOT will shorten class to 2-days for the overbooked weeks • June 23-25, June 30- July 2 • July 7- 9, 14-16, 21-23, 28-30 • Next 4 slides show summary of training format and equipment • Full training outline in Appendix (no change from last month) • Note that testing/training will only include Level 1 Validation • Level 1 – Automatic by the system upon submitting. • Level 2 – Visual by the N/W Model Coordinator • Level 3 – Power flow run on the one NOMCR. • Level 4 – Power flow run on all NOMCRs for that day. • Level 5 – Power flow run on the AREVA system. http://nodal.ercot.com 20

  21. Training (continued)

  22. Training (continued) Phase one (Day one)

  23. Training (continued) Phase two (Day two)

  24. Training (continued) Phase three (SVC)

  25. Training Overview and Sign-Up (continued) • Sign-up for access to test environment starts today • System access begins June 8th • Email request to nomcrhelp@ercot.com • Test environment requires a valid digital certificate (production or nodaltest) • Digital certificates are to be coordinate with your company’s USA • Include in email: • Employee Name- • TSP/Company Name- • DUNS- • Email address- • Alternate/Centralized Email address for status change- • Primary phone- • Alternate phone- http://nodal.ercot.com 25

  26. Open Issues / Responses How can I configure Citrix to allow me to export/import CIM files? Steps: While Citrix and the application are open, there should be a Citrix icon in your taskbar (the ‘Citrix Connection Center’) Double click the icon Click ‘File Security’ Click ‘Full Access’ http://nodal.ercot.com 26

  27. Go-Live timeline and activities (continued) • Transition periods: • June 1- Aug 30, 2009 (objective to minimize SvcReq during this period) • Submit changes as far in advance as possible • No equipment name changes (defer until after SEM Go-Live 8/31/09) • Aug 15-30, 2009 • Two weeks no submissions, except for emergency changes • Aug 31, 2009 - Feb 2010 (NOMCRs for any/all network changes) • After 8/31/09 TSPs will work to validate the network model and align to their in-house systems • Initially the NOMCR timeline will align with zonal timeline • 30-day lead-time, compliant with current zonal database schedule • Status is tracked and communicated via system emails • Any SRs that did not go into zonal production will be converted by ERCOT to NOMCRs for verification/submission by TSPs in Sept • In 2010 TSPs gradually transition to NodalProtocols(3.10) 90-day timeline submission requirements http://nodal.ercot.com 27

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