lead from the front texas nodal 1 registration deep dive overview / kick off sept 25, 2008

http://nodal.ercot.com 1Lead from the front

Texas Nodal

Registration Deep Dive Overview / Kick Off

Sept 25, 2008


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Agenda

• Antitrust Admonition

• Objective / Overview

• Remaining Deliverables for MP-11

• MP-11 Status

• RARF Schedule / Process– High Level Schedule– Iterative Approach– Tiered Screening– Monitoring and Scoring

• Data Quality and Common Issues– Private Use Networks Issues– Reactive Capability Curves– Other

• Action Items

• Q&A

• Appendix


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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.


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Objective / Overview

• Today’s Objective: – Review the remaining work for MP-11 and – Discuss the process ERCOT is implementing to achieve production quality data from

Market Participant Resource Asset Registration Forms (RARF’s) by 12/12/2008– Why is the December 12th date important?

• Although ERCOT is abstracting current RARF problems from the applications (e.g. MMS, EMS), in December it will be necessary to provide NMMS with Production Quality data.

• Data collection and validation for NMMS is on the critical path, meaning that this causes a day-for-day slip in the nodal program schedule.

• Due to NMMS requirement of production quality data and being on the critical path, the Nodal Go Live date will adversely impacted if we do not meet our goal

• Overview– Today’s meeting serves as a kick off to completing MP-11– These meetings will take place every Friday through the end of the year– The overall objective of this series of meetings is to establish a primary method of

communicating with MP’s during the projectThis is your forum as well as ERCOT’s

– The next meeting will occur on 10/03/2008


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Remaining Deliverables for MP-11

• MP-11 - This metric shall measure whether Market Participants have completed the resource registration activities required for the Nodal program.

• MP Readiness will be achieved when the MP has completed the required resource registration activities including: Acceptance of RARF today’s focus Acceptance of Resource Network Topology Registration Non-Modeled Generation Declaration Resource Decision Making Authority Attestation


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Resource Registration Status and Schedule

• Acceptance of RARF - Status:

– To date MP-11 has focused on completion of the RARF

– 97% of Sites expected to register with ERCOT have turned in a RARF

– ~60% of these have passed Tier 1 screening• Tier 1 basic check for resource names, missing data, etc..• Tier 1 is the primary screen that has taken place to date


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• Acceptance of RARF – Status (cont…):– ERCOT has implemented an automated Tier 2 screen of RARF’s

• Tier 2 screens the RARF based on 100’s of business rules, formatting rules and basic data type validations

• A process has been implemented leveraging this automated screen to position ERCOT and the Market to bring relatively quick closure to the Resource Registration Process

– More focused scope• This phase of MP-11 will not take into consideration the following tabs on the

RARF– GSU Transformer– Gen-owned Trans Asset– Subsync– Planning– Protection

• These tabs will be addressed later in the schedule• MP’s who have already filled out these other tabs will not lose their data; the

data will be re-used when the schedule calls for it.


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• Acceptance of Resource Network Topology Registration – Status:– This form will focus on RE owned transmission assets topology– Supporting form is called GenSite Topology Form (GSTF)– ERCOT has completed drafting the form– The process of gathering RE owned transmission assets will start late 2008

/ early 2009• Exception: ERCOT will need PUN LOAD information over 168 hours (see action

items)

– Data previously provided via the RARF process will be populated into these forms prior to sending out to RE’s

• Non-Modeled Generation Declaration – Status:– This is form will focus on Resources <= 10MW as well as PUCT Registered

Non-Modeled Resources > 10MW– ERCOT has completed drafting the form and will post by Friday Evening to:

http://www.ercot.com/services/rq/qse/ – Tracking and Schedule on this form will be detailed in 2 weeks


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Resource Process Status and Schedule

• Resource Decision Making Authority Attestation – Status:– This form is still under review internally at ERCOT– ETA will be announced along with schedule and process in this

forum at a future occurrence


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RARF Schedule / Process: High Level Schedule / Iterative Approach

11/3/2008 11/18/2008

ITERATION 2

11/24/2008 12/12/2008

ITERATION 3

9/30/2008 10/28/2008

ITERATION 1

• Objective = Production Quality Data by 12/12/2008

85% Production Quality




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Schedule / Process: High Level Schedule / Iterative Approach

• 3 Iteration will allocate the following durations for MP’s to resolve data issues:

– Iteration 1 20 business days



• Process will include 3 iterations, constructed as follows:

– Audit Reports sent to each RE detailing issues found on RARF’s

– RE will use the [email protected] email address to ask interim questions (note: always include the email address in any email sent to ERCOT to ensure timely responses)

– RE’s ERCOT Account manager will schedule a teleconference to review data and answer questions

• RE should not wait for teleconference to resolve data

– Once RE has completed data corrections, the RARF will be resubmitted using the TML Service Request by the Authorized Rep at the RE.


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• ERCOT will be evaluating new RARF’s continuously• It is important the RE’s not wait until the end of each iteration to

turn in corrections– ERCOT will have little or no time to assist with questions towards

the end of the iterations– There will be no time to provide an updated Audit Report

therefore if there are still issues, RE may go red until next iteration

• Important The Authorized Representative is the only person(s) at each RE that ERCOT will accept a RARF from

• If you only have 1 Authorized Rep, it is highly recommended you identify a 2nd


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• Example of Audit Report

• File format is .pdf


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REGISTRATION DATA PROCESS

Da

ta

Co

nsu

me

rs

(e.g

. M

MS

, E

MS

, N

MM

S)

Re

gis

tra

tion

/

AM

Te

am

ED

S T

ea

mM

ark

et

Pa

rtic

ipa

nt

MP Sends Rarf

Tier 1 Screen Pass?

MP Corrects and resends

No

Loaded to RARF DB

Yes

Tier 2 Screen Pass?

Data Stubbed

Notify Reg Team[this will be a

weekly review]

Tier 3 Screen Pass?

Consumer Test Teams Notified

No

Project Proceeds

Notify EDS TeamNo

Yes

Review with MP

Project Proceeds

Stop

Terms:Tier 1 Screen – Screen basic data such as resource names, QSE General

information and form completenessTier 2 Screen – Screen data quality in isolation such as ramp rates, CC

configurations and transitionsTier 3 Screen – Test data quality and compatibility with consumer application.

Data Consumer – Application or system that will use the data (e.g. EMS, MMS, etc)

Audit Report

Schedule / Process: Tiered Screening Process


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Schedule / Process: Tiered Screening Process

• Tier 2 Screen Process is the most critical in efficiently addressing problems

• What does this mean to MP’s– The ERCOT data team is still refining the Tier 2 automated

screening process– The current business rules coverage of the screening process is

86%– The remaining ~14% will be addressed prior to Iteration 2 Audit

Reports published to RE’s– Summary Important

• The first Audit Report RE’s receive may not have all issues• If you do not receive an audit report in iteration 1, you may receive one in

iteration 2, based on recently added business rules.• For example: Load Resources submitting Reasonability limits that are > 0 will

not be caught in the first Audit Report.


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Schedule / Process: Monitoring and Scoring

• MP-11 SCORING– ERCOT will update scorecards throughout the RARF data audit

process. – These updates will take place weekly– CRITERIA: MP Readiness will be achieved when the MP has

completed the required resource registration activities including:• Acceptance of RARF• Acceptance of Resource Network Topology Registration• Non-Modeled Generation Declaration• Resource Decision Making Authority Attestation

– Resources that have not turned in a RARF as of September 29th will remain RED.


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• MP-11 SCORING– Acceptance of RARF for MP-11 scoring will be as of last iteration

of Business Rules.– Resource Network Topology Registration will be in conjunction

with RARF plus possible addendums for some Generation sites and Private Use Networks (PUN). PUN / Aux Load

– Acceptance of Non-Model Generation Form for distributed generation sites and PUN sites declaring eligibility in accordance with Protocol criteria:1. Capable of providing net output of energy to the ERCOT System; 2. 10 MW or less in size; or greater than ten MW and registered with the PUCT

according to P.U.C. Subst. R. §25.109, Registration of Power Generation Companies and Self-Generators, as a self-generator; and

3. Registered with ERCOT as a Non-Modeled Generator, which means that the generator may not participate in the Ancillary Service or energy markets, RUC, or SCED.


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• MP-11 SCORING– Acceptance of Resource Decision Making Authority

Attestation.• ERCOT is currently testing using the DMA attestations

provided last Spring.• Required from Resource Entities that have not turned in an

Attestation or ERCOT will request clarifications as needed.


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• MP-11 SCORING – Market Segment– At end of FINAL Business Rule iteration RAG Rule:

• GREEN: Over 95% of market share meeting criteria.• RED: over 5% of market share not meeting criteria.

• MP-11 SCORING – RE’s QSE’s (scorecard and dashboard)– Defined terms:

• Criteria = resolving all reported problems by the end of the current iteration• Target Completion Date = The published end date of each iteration• Note: each iteration resets RAG rules for each MP that still has problems on their RARF

(green w/ no further issues remains green)

– RED Failure to meet criteria, not responding after the target completion date

– AMBER working on document revisions, after target completion date– GREEN All forms received and *accepted

*accepted represents the final version of the MP-11 RARF. Although ERCOT has not fully accepted any RARF at the end of iteration 1 and 2, MP’s will be made incrementally green until another date is missed.


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• RESOURCE ENTITY DASHBOARD

– Resource Entity Dashboard will be maintained on Nodal Readiness Center web page:

• http://nodal.ercot.com/readiness/rq/documents/index.html

• The Dashboard will be updated once per week on Fridays.

• RARFs will not be scored until they have been uploaded to the RARF HUB Data Base

– Weekly RARF HUB loads include RARFs received by EOB every Wednesday

• If RARF passes audit evaluation for the Business Rule iteration the RARF will be deemed accepted for that iteration and the TML Service Request will be closed.


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• RESOURCE ENTITY DASHBOARD

– continued:

• Upon start of next Business Rule iteration, if the Audit Reports does not pass, the report will be sent to the Resource Entity to make corrections.

• Revised authorized RARF is to be submitted via a new TML Service Request.

• Audit evaluation will be run again upon loading into RARF HUB Data Base. If RARF passes satisfactorily the RARF will be accepted by closing TML Service Request.


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Tracking

FINALIteration 1 Iteration 2 Iteration 3

RES SITE RARF RECEIV

ED

AUDIT R

EPORT SENT

TELECONFERENCE

ISSUES R

ESOLVED ?

RARF RECEIV

ED

AUDIT R

EPORT SENT

TELECONFERENCE

ISSUES R

ESOLVED ?

RARF RECEIV

ED

AUDIT R

EPORT SENT

TELECONFERENCE

ISSUES R

ESOLVED ?

FINAL

AMERICAN ELECTRIC POWER TEXAS NORTH COMPANY OKLA_J01 - - - - - - - - - - - -OKLAHOMA MUNICIPAL POWER AUTHORITY OKLA_J02 - - - - - - - - - - - -PUBLIC SERVICE CO OF OKLAHOMA OKLA_J05 - - - - - - - - - - - -WEST TEXAS WIND ENERGY PARTNERS LP (RE) SW_MESA - - - - - - - - - - - -

• RE Dashboard to be posted weekly

• Rolled up MP-10 / MP-11 Metric for RE’s on ERCOT Scorecard


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Data Quality and Common Issues

Theme: “ERCOT Cannot Change your RARF Data No Matter How Insignificant.”


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Data Quality and Common Issues:Private Use Networks

• Clarifications regarding PUNs (Private Use Networks)– LRL must be set to zero

– HRL must be set to the physical generator HRL

– Normal / Emergency Net MW / Min Ramp Rate Curves must be provided as a function of Gross MW output of the resource


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Data Quality and Common Issues:Reactive Capability Curves

• Clarifications regarding Reactive Capability Curves:– MW must be incrementing– Lead values are negative (-)– Lag values are positive (+)– Break points (esp. 4th and 5th ) must have unique MW values– 1st and 5th break must extend from LRL to HRL

• The reactive capability curve must represent the full capacity of the reasonability limits

• This will cause issues in back end systems• The Lead / Lag can be flat from LRL to first commercially sustainable limit


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Data Quality and Common Issues:General Issues

• Clarifications of other general observations:– Numeric fields should only contain numeric values (example 10MW

should be 10)– Do not place N/A in fields where it is not a valid option (drop down

list)– Ensure to fill out all required fields– Ensure spelling of resource, unit, gen site names as well as other

general labels– Date fields must contain a full date of mm/dd/yyyy (e.g. Unit Start

Date should not be just 2005)– Place comments in the correct comment field allocated on each

sheet


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Action Items


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Action Items

• Review the Non-Modeled Generation Declaration– Will be posted to the registration section by Friday evening at:

http://www.ercot.com/services/rq/qse/ – Plan and schedule to be reviewed at next meeting 10/10

• We are asking ALL Resource entities send an email to [email protected] answering the following:

– For each of your resource’s Normal and Emergency Net MW / Minute ramp rates, were these entered on the RARF as a function of Gross MW output or Net MW Output?

– Please send response to this question no later than 10/02/08 End Of Business.

• Attend all scheduled weekly calls– These will start on 10/03 and continue through the remainder of the year– A Market Notice will be routed detailing the login information as well as the time of the call

• Once Audit Report arrives review it immediately for any issues / concerns that you’d like to review with ERCOT The early you send these in, the more time we have to resolve them

• Private Use Networks will also be asked to fill out a 168 hour load profile (see appendix for sample form).

– Actual form will be posted to the readiness center by Monday of next week– These should be submitted via TML Service request prior to the close of iteration 2


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Q&A

Q&A


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Appendix A – PUN Load Form

Enter average hourly load for a typical 168 hour period mm/dd/yyyyMW should be a precision of tenths (1 decimal point)MW values should not be lower than 0

Hour Ending Labels Monday Tuesday Wednesday Thursday Friday Saturday Sunday1 MW2 MW3 MW4 MW5 MW6 MW7 MW8 MW9 MW

10 MW11 MW12 MW13 MW14 MW15 MW16 MW17 MW18 MW19 MW20 MW21 MW22 MW23 MW24 MW

NAME

Load Name 1 (as named in the model)

PUN LOAD DATARevision Date

lead from the front texas nodal 1 registration deep dive overview / kick off sept 25, 2008

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