nodal education initial staff concepts 11/30/05
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Nodal EducationInitial Staff Concepts
11/30/05
Agenda
• Integrated Approach• Roadmap and Processes• Curriculum Development• ERCOT Education Advisory Council• MP Content Advisors• Education Requirements• Timeline Scenario• TPTF Input• Next Steps
ERCOT Market Education
Education Mission Facilitate knowledge transfer of Market Concepts and tasks for ERCOT and Market Participant to support successful transition to the Nodal Market.
MARKET CONCEPTS
TASKS
ERCOT Market Education
Market EducationAn Integrated Approach
USER SERVICE NEEDS
RE
QU
IRE
ME
NT
S/
DE
SIG
N
MARKET AND SYSTEM
OPERATIONSUSER
TOOLS
AND
DATA
OBSERVE MP
PERFORMANCE
Proposed Development, Delivery and Reporting
Content Library (LMS)
InstructionalFace to Face
InstructionalTrain the Trainer
InstructionalWeb based
Web basedSelf Study
Delivery Methods
Learning Success
LMS
FIrm
Market Segment
Curriculum and Course abstracts
(LMS)
CD
CD
CD
CD
Content Development Tracking Readiness
Proposed Curriculum Development
A = Approval
R = Responsible
C = Contribute
Curriculum Development
R/A
C
C
R/A
Transition Plan Task
Force
Market Participant
Content Advisors
ERCOT Subject Matter
Experts
ERCOT Content Owners
Education Advisory Council
C
ERCOT Education
Team
R
Proposed Education Advisory Council
• Responsibilities
– Cross functional coordination– Review Testing/Readiness criteria– Course timeline/sequencing– Review Course curriculums and content
• ERCOT Members (6)– Chair – Market Education
– Wholesale Client Relations, Retail Client Relations, Market Operations, System Operations, Human Relations
Market Participant Content Advisors
• MP SMEs provide course content review and recommendations to ERCOT
• Voluntary, yet consistent, participation
• Representation - Market function by Segment (including large and small entities)
• Adhoc Conference calls - face to face meetings as needed
Market Participant Content AdvisorsSample Member Matrix
Market Function
Market Segment
Settlements Scheduling/Dispatch
Reports/Extracts
Market Operations
Congestion Management
Independent Retail Electric Providers
Independent Power Marketers
Independent Generators
Investor Owned Utilities
Municipals
Cooperatives
Consumer
Representation will include large and small entities.
ERCOT Education Strategy
• Change existing attitude
• Early involvement
• Encourages business process analysis
• End-user focus
• Contributes to Market success
EDUCATE EARLY
Education Requirements (per Nodal Transition Plan)
• One of four tracks for Market Readiness (Page 5)
• Conduct training for Market Participants and ERCOT (Page 7)
• Develop basic training information for Interested Parties (Page 7)
• After Protocol approval (Page 8):– How the nodal market will function
Education Requirements
• After nodal system specifications (Page 8):– Develop training program for both Market and
ERCOT roles• Synchronize with System Testing and Nodal market
Implementation• Leverage current delivery systems (WebEx)• Mandatory, highly recommended, recommended• Repeatable
• Running inventory of training progress and aggregate by MP (Page 8)– Learning Management System
• ERCOT may require MPs to complete certain training modules to participate (Page 8)
• TPTF will review course curriculums for completeness and applicability (Page 8)
ERCOT System Operations:
Transmission & Generation Planning (OPS 202)
The Transmission & Generation Planning Seminar (Operations 202) is ERCOT’s primary overview of transmission & generation planning processes and issues for the ERCOT Region. Topics for the seminar will focus on the purposes of planning processes, including planning criteria and reliability in transmission planning. Major project stakeholder input, official communications, transmission project review and proposed new and additional generation are also addressed as major considerations in transmission and generation planning.
Topics:
Transmission planning overview Purposes Understanding Networks Understanding Reliability Planning Criteria Regulations and Rules Open Process:
o Regional Planning Groups o Transmission Owners o Stakeholders o PUCT Staff
Planning Responsibilities Planning Process
o Posting and Communications o Input from Stakeholders o New and Additional Generation o Transmission Projects for Review
Projection of Operating Conditions
Intended Audience:
All attendees involved in aspects of transmission and generation system operations will benefit from attending this class. The target audience for the Transmission & Generation Planning Seminar (Operations 202) class are employees of Qualified Scheduling Entities (QSE), Transmission and Distribution Service Companies (TDSP), Power Generation Companies (PGC) and Power Marketers. Prerequisite Knowledge: No specific prerequisites. However, approval by employees’ management regarding need for this training is recommended. Offering: Transmission and Generation Planning (Operations 202) is offered as a one-day training session in a classroom setting. Materials for the class can be accessed through the following:
Sample Module Abstract
Proposed Education Development Roadmap (Pilot 3 Courses)
AnalyzeNeeds
Design Development Implementation Evaluation
Del
iver
able
s
• Business Goals• Audience Analysis• Learning Objectives
• Design Document • Training Materials• Instructor Guides• Participant Guides• Assessment Tools
• Completed Courses• Completed Evaluations
• Feedback/Input
ER
CO
T S
pec
ific
Ob
ject
ives
• Define a process that identifies and prioritizes training needs
• Select three courses to test and validate the process
• Assemble the ERCOT Advisory Council
• Establish goals with market participants
• Develop timeline
• Begin to define ERCOT curriculums
• Decide on the most effective methods to deliver courses to market participants
• Identify approach for evaluating training
• Develop a common look-and-feel of training materials
• Create course materials• Plan and communicate
schedules for pilot sessions
• Begin development of templates/forms for future courses
• Validate process through Pilot Test
• Develop understanding for administrative needs and processes
• Deliver training and collect feedback
• Begin gathering of evaluation data (Levels 1 thru 3)
• Validate evaluation processes
• Evaluate pilot courses• Refine templates/forms to
support future development
• Investigate additional delivery methods and LMS requirements
• Gather additional evaluation data (non-participant)
2 weeks 2 weeks 2 months X weeks 1 week
Nodal Timeline
1/1/2006 1/1/2009
4/1/2006 7/1/2006 10/1/2006 1/1/2007 4/1/2007 7/1/2007 10/1/2007 1/1/2008 4/1/2008 7/1/2008 10/1/2008
5/1/2008Market Trials & Initial
Readiness Assessment1/1/2008System Testing
7/1/2007Complete Content
Development
1/1/2006Begin Content Development
12/1/2008Final Readiness
Assessment
Example Timeline (Network Model Management System)
DRAFT
1/1/2006 1/1/2009
4/1/2006 7/1/2006 10/1/2006 1/1/2007 4/1/2007 7/1/2007 10/1/2007 1/1/2008 4/1/2008 7/1/2008 10/1/2008
3/31/2006Protocol Approval
– Nodal course
1/1/2007Network Model Testing begins
7/31/2007Network Model Testing Ends
9/1/2006Telemetry/Network
Training
1/1/2009Nodal Market1/1/2006
Education Department
Seeking Input Regarding
• Market Participant Content Advisor matrix
• “How the Nodal Market will function”?– LMP 101 vs. ERCOT Nodal– Outsource LMP 101 Q1 2006
• Recommend 3 Nodal Courses to pilot during Q2 2006– How ERCOT’s Nodal Market Will Function– Market Timeline– Network Operations Model Change Requests
(NOMCR)– Current Operating Plan– Others
TPTF Future Input
• Curriculum review• Readiness criteria
– Minimum requirements– Testing– Reporting
• Market Participants “test for knowledge” rather than take required courses?
• Ongoing readiness criteria for existing and new MPs
Next Steps
• Confirm approach
– Establish EAC
– Establish MPCA
– Determine interim solution for LMP 101
– Begin “Analyzing Needs” for 3 Nodal Pilot courses
Pamela Dautel
512-248-3955
pdautel@ercot.com
QUESTIONS?
NODALEducation
Richard Gruber
512-248-3986
rgruber@ercot.com
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