market trials qse qualifications

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Market TrialsQSE Qualifications

Weekly Update

January 08, 2010


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.


Agenda

• Anti-trust Admonition

• QSE Qualification Call Overview– Review 2010 Market Trials Roadmap– Overview and scope of call

• Environment Report– Planned / unplanned outages – Known Issues– Changes to supported hours

• Standing Reports and Updates– General reminders / updates– Nodal telemetry outreach update– Readiness outreach update (updates will start again next week)

• Qualification Status

• Metrics Update

• Question and Answers / General Discussion

ERCOT asks that Market Participants log into the WebEx session using their company name and then their name. This will allow ERCOT to take roll-call offline

QSE Qualification Call Overview: Market Trials 2010 Roadmap



QSE Qualification Call Overview: Overview and Scope of Call

• All topics will be focused on QSEs and will serve as the primary means for ERCOT to communicate information to the QSEs

• The qualification focus of the call will last through the month of January, 2010

• Feb, 2010 the call focus will shift to Real Time Market and LFC

• The QSE Qualification Call will cover agenda items related to– Frequently Asked Questions and issues experienced– Any program updates to scope, schedule or activities– Nodal production environment status and known issues– Overall status of QSE Qualification

• Other non-qualification related agenda items– ERCOT Readiness Team MP Outreach Effort– Nodal Telemetry Outreach Effort


Environment Report: Planned / Unplanned Outages

• Planned Outages (note these are outages planned to occur during supported environment hours)– Currently there are no planned outages to report

• Unplanned Outages– 12/30/2009: ERCOT released the Nodal Production environment early

on December 29, 2009. During this early release period it was discovered that resource data was corrupted, placing some resources under the wrong QSE. ERCOT confirmed that 1 QSE accessed the Resource Parameters interface and was able to retrieve another QSE’s Resource Parameters

• The environment was immediately shut down until resolved• ERCOT Legal will notify impacted QSEs and file a notice of protocol violation with the

Commission• Root cause: A tool used to load data into the development environments was

erroneously pointed at the Nodal Production environment• Corrective Action:

– Development data loader is now separate from Production data loader– Improved verification process– Back up of environment DB prior to data load process


Environment Report: Known Issues

• ERCOT will post known issues every Friday to the readiness center at: http://nodal.ercot.com/readiness/markettrials/connectivity/index.html

• New issues and resolved issues will be presented and discussed weekly on this call

<Review Known Issues Spreadsheet>


Environment Report: Changes to Supported Environment Hours

• Environment Availability for January 2010– The Nodal Production Environment will be available Monday –

Thursday from 8am – 6pm– Outside of these hours, ERCOT will be executing performance

testing and patch migrations based on testing results– For those MPs that provided ERCOT test certificates, there will be

test notifications sent to your listeners during these internal ERCOT tests

– ERCOT transactions will be limited to using Sundays as trade dates– MPs should avoid Sunday for submitting qualification transactions

• Please note that only functionality that pertains to the CRR and QSE qualification activities has been validated and are supported– Other features (such as reports and other MIS functionality) may be

present in the environment but may have issues– ERCOT is still in the process of validating features to be released

for Market Trials Phase 3


Standing reports and updates: General Reminders / Updates

• Weekly Market Call Changes – January 2010– 09:00 AM – 10:00 AM - QSE Qualification Call

http://www.ercot.com/committees/nodal/mt/qse/index – 10:30 AM – 11:30 AM – CRR Account Holder Call

http://www.ercot.com/committees/nodal/mt/crr/index

• ERCOT has published the Market Trials Phase 3 Handbooks– Real Time Market / LFC covering Phase 3.0

http://nodal.ercot.com/readiness/markettrials/rtm/index.html – Outage Scheduler covering Phase 3.0

http://nodal.ercot.com/readiness/markettrials/os/index.html – CRR covering release Phase 3.0

http://nodal.ercot.com/readiness/markettrials/crr/index.html – Settlements / COMs covering Phase 3.0

http://nodal.ercot.com/readiness/markettrials/coms/index.html – Day Ahead Market (note that this contains only reference data to the

2.1 qualification as there is no Phase 3.0 scope) http://nodal.ercot.com/readiness/markettrials/dam/index.html


Standing reports and updates: General Reminders / Updates

• URLs for access the Nodal Production systems– MIS: https://mis.ercot.com/pps/tibco/mis/ – Market Manager: https://mis.ercot.com/pps/tibco/mis/

Click the ‘Applications’ tab in the upper menu. Link is in the ERCOT Applications portlet– CRR: https://mis.ercot.com/pps/tibco/mis/

Click the ‘Markets’ Link in the upper menu. Click CRR in the Market sub menu– EWS: https://misapi.ercot.com/2007-08/Nodal/eEDS/EWS

• Market Trials Phase 3 Kick Off / MRS 2– ERCOT will host these on Jan. 28th, starting at 9am– Location is the Austin Met center as well as via WebEx– Details are posted at www.ercot.com/calendar/2010/01/20100128-EDS/

• Reminder: Market Trials email address change: ERCOT asks that MPs use the [email protected] email address for questions from this point forward

– This will begin the phasing out of [email protected], [email protected] and [email protected] email addresses.

– A centralized address will no longer require MPs to “guess” which email address to use for their questions

– We have implemented a more effective method of routing and responding to emails using this address

– The old eds emails can continue to be used until 2009 hold over efforts are completed (such as telemetry outreach)


Nodal Telemetry Outreach Update

Market Participant

Data Type / Measure For SE (Due 12/31/09)

For SCED(Due 02/01/10)

QSEs with Resources

Gen Unit Gross Power Flow (MW/MV) ■

Gen Unit Net Power Flow (MW/MV) ■

Breaker/AVR Status (ST) ■

Generation Plant Auxiliary Load (MW) ■

All other ICCP as required per ICCP Communication HB

■

TSPs All ICCP as required per the ICCP Communication HB

■

Recap of NTO Objectives and Timelines:

• ERCOT’s goal is to have all Nodal telemetry completed by Feb 1, 2010

• The Focused Input Test (FIT) series for State Estimator ended in Dec 2009 (the final FIT window was conducted Dec 1 – 3, 2009)

• Telemetry support for State Estimator is being provided on a daily basis during business hours as of January 4, 2010.



Telemetry Dashboards•As part of dashboard and status reports for Market Trials, ERCOT will maintain QSE and TSP Telemetry Dashboards on the Readiness Center at (http://nodal.ercot.com/readiness/markettrials/rtm/index.html) •Telemetry Dashboards will be published following each nodal database load•The next Telemetry Dashboard publication is scheduled for JAN 29 and will reflect telemetry status as of the JAN 20 nodal database load and will include measurements for all nodal telemetry as required to support both State Estimator and SCED

Current QSE Telemetry Status•Of the 46 QSEs who are receiving point lists:

• 28 QSEs have provided 100% of their nodal telemetry for State Estimator• 4 QSEs have provided less than 80% of their nodal telemetry for State

Estimator

• 14 QSEs have point lists under review with ERCOT

• Over 90% of the nodal points required to support State Estimator have been provided to date



Next Steps

•In JAN 2010, the focus of the Nodal Telemetry Outreach shifts from State Estimator to SCED. Approximately 1000 nodal ICCP points for Generation will need to be added to the network model to support SCED execution in Market Trials Phase 3.

•The status indicators for SCED telemetry will be updated in the QSE Telemetry Dashboard on the Readiness Center Following the JAN 20 nodal database load.

•Beginning next week (the week of JAN 12), ERCOT will begin working with QSEs to address nodal data quality issues in addition to missing nodal points

•Also beginning next week (the week of JAN 12), ERCOT will begin working with QSEs that have Load Resources and Controllable Load Resources to complete missing nodal Ancillary Service points—approximately 1700 such points will need to be added.


Qualification Update

• ERCOT Opened the Nodal Production environment:– MMS on 12/30/2009– CRR on 1/4/2010

• Mandatory qualification activities will continue through Jan 28

• ERCOT has identified 39 QSEs that did not participate in qualification activities in 2007 and 2008 and will require a formal qualification conference call– All of these QSEs have been contacted; 22 have responded and scheduled a

qualification call– The schedule of calls may be confirmed at

http://nodal.ercot.com/readiness/markettrials/connectivity/index.html Note that this is updated every Friday

– Currently 1 QSE that participated in the 2007 / 2008 qualifications has requested an optional qualification call (requests can be sent to [email protected] )

• 39 QSEs have completed qualification out of 287– A dash board is posted every Friday of QSEs that have completed qualification

(note those QSEs that qualified last week will be posted this Friday) http://nodal.ercot.com/readiness/markettrials/connectivity/index.html

MP 3 Market Submissions Connectivity Qualification

Main Points• Measures submission of

transactions required for qualification applied to each type of QSE.

• Population: All QSEs

• First scores on Nodal Scorecard:

1/13/2010

• Only “GREEN” or “WHITE” (not scored) during qualification window (ends 1/29/2010)

• First “AMBER” or “RED” scores released: 2/10/2010

Reported By: QSEs with Resources, QSEs without Resources

Phase: 2.1

Target Completion: February 28, 2010

Category: Connectivity

Metric Description: QSEs with Resources shall demonstrate their ability to successfully submit Real-Time Market transactions and all QSEs shall demonstrate their ability to successfully submit Day-Ahead Market transactions to the MIS and/or an External Web Service in the Market Trials environment and successfully pass validation with the MMS system.Criteria: Criteria will be met when the market participant can demonstrate the ability to submit the following applicable transactions:

Real-Time Market Transactions:Current Operating PlanEnergy Offer CurveOutput SchedulesIncremental/Decremental Offer Curves

Day-Ahead Market TransactionsThree Part OffersAncillary Service OffersEnergy-only Offers and BidsTrades (Energy, Ancillary Services, Capacity)Self-Arranged Ancillary ServicesCRR OffersPTP Obligation BidsSelf SchedulesDC Tie SchedulesResource Parameters

RAG RulesRed – Submissions not complete, participation not adequate

Amber – Incomplete Submissions, but actively working with ERCOT Green – Submissions complete

RAG Rules – Market SegmentRed – over 5% of market share not meeting criteria

Amber – any alternative scenarioGreen – over 95% of market share meeting criteria

Reporting Data Sources: Dashboard reported by Market Trials team (MMS database query)

References TP: N/A TNP: N/A


Q&A

Q&A / Open Forum


Appendix


Market Trials Handbooks

• Market Trials Handbooks– ERCOT will release the following Handbooks In December

• Real Time Market / LFC covering Phase 3.0 http://nodal.ercot.com/readiness/markettrials/rtm/index.html

• Outage Scheduler covering Phase 3.0 http://nodal.ercot.com/readiness/markettrials/os/index.html

• CRR covering release Phase 3.0 http://nodal.ercot.com/readiness/markettrials/crr/index.html

• Settlements / COMs covering Phase 3.0 http://nodal.ercot.com/readiness/markettrials/coms/index.html

• Day Ahead Market (note that this contains only reference data to the 2.1 qualification as there is no Phase 3.0 scope) http://nodal.ercot.com/readiness/markettrials/dam/index.html

– The Phase 4.0 release of the Market Trials Handbooks will occur in early February.

– The Phase 5.0 release of the Market Trials Handbooks will occur in March


Verifiable Cost Submission(originally presented on 4/17)

• WMS Approved Verifiable Cost Submission Timelines:

• Simple Cycle Greater than 90MW June 30, 2009

• Simple Cycle Less than or Equal to 90MW July 31, 2009

• Gas Steam Non-Reheat Boiler Aug 31, 2009

• Gas Steam Reheat Boiler Sep 30, 2009

• Gas Steam Super Critical Boiler Oct 31, 2009

• Combined Cycle Less than or Equal to 90MW Nov 30, 2009

• Combined Cycle Greater than 90MW Dec 31, 2009

• Coal, Lignite Jan 31, 2010

• Nuclear, Hydro and Renewable Feb 28, 2010

• Reciprocating Engines Feb 28, 2010

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