http://nodal.ercot.com 1
Market Trials Phase 3.0 RTM / LFC, Outage Scheduling, CRR
Kick Off Meeting
January 28, 2010
http://nodal.ercot.com 2
Agenda
• Nodal Phase 3.0 Kick-Off
– Market Trials 2.1 Connectivity Testing – How’d We Do?
– Phase 3.0 Objective and Scope
– Nodal Production Environment • ERCOT Support
• Access / URLs
• Common Information Model / Data Set
• Known Issues
– Communications Plan / Issue Management
– Reports / MIS Review• Phase 3.0 Handbook Review
– Outage Scheduler– Real Time Market / LFC
• Nodal Telemetry Outreach Update• Handbook Review
– Congestion Revenue Rights
Market Trials 2.1 Connectivity Testing – How’d We Do?
• QSE MMS Submission Qualification Statistics:– 160 / 292 Total QSEs Qualified as of 6:30 pm 1/27/2010
• 64 / 114 QSEs w/ Resources (includes sub-QSEs)– 78.77% of generation currently qualified– MPs unqualified by today will continue to work with ERCOT Account Managers and
the Market Trials support team– Note that the scorecard will not be updated until 2/10/2010 – there is still time to
prevent going amber / red on the qualification metric
• CRRAH Qualification Statistics– 41 / 80 Total registered CRRAHs Qualified as of 6:30 pm 1/27/2010
• Common Issues– Listener set ups– Connectivity (e.g. security)– MPs implementing new Certifying Authorities (CAs) not in the ERCOT supported list
• Note that ERCOT is now in a position to add CAs on a by request basis– Incorrect role assignments
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Phase 3.0 Testing Objective and Scope
• Scope: Phase 3 of Market Trials will exercise the following functionality in the NPROD, Market facing environment:– SCED inputs and outputs– Outage Scheduling (OS) submittals (for purposes of qualification)– CRR auction, trading and invoicing– LFC generator tests– RTM / LFC / CRR / OS related reports
• Objective of Market Trials Phase 3:– LMPs: Establish reasonable LMPs and start 6 Month LMP posting– Qualify QSEs and TSPs on their ability to submit, update and query
outages – Begin CRR monthly auctions and invoicing– Qualify QSEs ability to move generation based on ERCOT
instructions (individual generator LFC tests)– Post reports to MIS related to in scope activities
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Phase 3.0 Testing Objective and Scope
• Scope of Phase 3.0 MMS (Market Management System) will be limited to the following transactions and MMS Phase 1 validations (which are detailed in the Explanation of Market Submission Items document found at http://nodal.ercot.com/readiness/mt21/index.html):– Real-Time
• Current Operating Plan• Energy Offer Curve• Output Schedules• Incremental / Decremental Offer Curves• getReports• See RTM / LFC handbook for available market information queries
• Additionally, ERCOT will also support the following transactions in MMS in support of continued qualification activities– Day-Ahead / Other submission
• Three Part Offers• Ancillary Service Offers• Energy-only Offers and Bids• Trades (Energy, Ancillary Service, Capacity)• Self-Arranged Ancillary Services• CRR Offers• PTP Obligation Bids• Self Schedules• Resource Parameters
Phase 3.0 Testing Objective and Scope
• Outage Scheduler will support the following transaction submittals:TSP
• Planned• Remedial Switching Action• Forced• Maintenance 1• Maintenance 2• Maintenance 3• Simple• Group
QSE• Planned • Forced• Maintenance 1• Maintenance 2• Maintenance 3
• CRR will support all transaction submittal types for bidding and trading
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Phase 3.0 Connectivity Testing Objective and Scope (continued)
• Telemetry Support
– Focused Input Testing Windows have ceased as of 1/4/2010
– Telemetry will be reviewed on a daily basis for missing points and data quality
– A periodic dashboard will be posted to the ERCOT Nodal Readiness Center under Real Time Market / LFC for point in time telemetry issues http://nodal.ercot.com/readiness/markettrials/rtm/index.html
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Release 3.0 Connectivity Testing Objective and Scope (continued)
• Out of Scope (not limited to the following) :
– Functionality not related to in-scope Market Trials activities• Examples of out of scope features
– Running Day Ahead Market (DAM)
– Reports not listed in the Market Trials Handbooks under Phase 3
– Areas of MIS not related to Phase 3 scope as defined in the Market Trials Handbooks• Although other systems and features may be included in the release for this phase, ERCOT
continues to perform testing on these and will not be supported• Additionally, ERCOT will continue performance testing
– There may still be performance related issues– ERCOT will communicate these via the Friday Market Calls– If necessary (frequently occurring issues) a market notice will be sent to the Nodal PMs
contact list
– Settlements (with the exception of CRR Auction invoices)– Examples of data that will be stubbed in and not yet integrated
• Credit • Verifiable costs• Some registration data not impacting Phase 3 scope• Dynamically Scheduled Resources (DSR) and AS Qualification status
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Nodal Production Environment - ERCOT Support
• Nodal Production Environment Status– Phase 3 is the second major release of the Nodal Production Environment– ERCOT continues to perform Integration and Performance Testing– It is expected that issues will be found during Phase 3 by both, ERCOT and
Market Participants
• Supported days / hours for Market Trials Phase 3– The Nodal Production environment is still considered a test environment,
consequently it will be necessary to bring the environment down periodically to perform maintenance and patch releases to the software
– The following bullets details the supported days and hours ERCOT is actively supporting and monitoring the environment
– The Nodal Production environment will remain accessible outside of these support windows, however there is no guarantee of system stability or accessibility
– February 2010• ALL SYSTEMS: Monday through Friday from 8:00 am to 6:00 pm
– March 2010• CRR, Outage Scheduler, MMS (as it related to market submissions): Monday through Friday
from 8:00 am to 6:00 pm• Telemetry / EMS, SCED: 7x24
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Nodal Production Environment - ERCOT Support
• Outage and Restoration
– In the event of an outage or significant degradation in performance during an active support window, ERCOT will send a market notice followed by periodic status updates as they are available.
– The expected restoration time for outages will be on a ‘as soon as possible’ basis
Note that planned environment outages outside the active support window will be communicated as appropriate on a weekly basis during the Friday Market Participant calls
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Nodal Production Environment – Access / Location
• Following are the URL’s to be used during Phase 3– Market Information System (MIS)
https://mis.ercot.com/pps/tibco/mis – Market Manager User Interface:
https://mis.ercot.com/pps/tibco/mis/Pages/Applications/Applications Navigate to the Applications Link and select “Market Manager” from the ERCOT Applications Portlet
– Outage Schedulerhttps://mis.ercot.com/pps/tibco/mis/Pages/Applications/Applications Navigate to the Applications Link and select “Outage Scheduler” from the ERCOT Applications Portlet
– Web Services Endpoint URL:https://misapi.ercot.com/2007-08/Nodal/eEDS/EWS
Nodal Production Environment – Access / Location
• Authentication– Users that currently have an ERCOT production digital certificate, will
continue to use this certificate in the Nodal Production Environment – Users that do not have an ERCOT production digital certificate should
request one from their company’s USA (User Security Administrator)– New Market Participants will obtain certificates via the ERCOT registration
process
• Authorization (Roles)– Nodal Roles are currently available in the production Market Participant
Identity Management (MPIM) system– Market Participant USAs must assign the appropriate role to users that will
be testing in the Nodal Production environment– See next slide for a list of Nodal Roles
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Nodal Production Environment – Access / Location
• Authorization (Roles) – continued– Note that we will discuss which roles will apply to each functional area during the
handbook discussion– Note that certificates to be used for the Web Services Interface need to have the API
Certificate checkbox checkedDisplayName Description
CRR_EXTRACTS Views CRR certified Extracts
MMS Reviewer Reviews market submissions on behalf of the QSE
MMS Trader Creates and reviews market submissions on behalf of the QSE
MP CRR Account HolderParticipates in CRR market activities; including nominating, buying, sell ing or trading of CRRs
MP_SERVICEREQUESTS Create/Find eService Service Requests
MP_CRR_Credit_Manager Assigns credit l imit to upcoming CRR market activities
MP_SETTLEMENTS Create/Find eService Service Requests and Disputes
NMMS Planning User Submits modifies and views any PMCRs for the TSP
NMMS Remote Users Submits, modifies and views any NOMCRs for the TSP
QSE_EXTRACTS Views QSE certified Extracts
Qualified Scheduling Entity
Submits, modifies any Outage of the Resource Category for which the Requestor's Organization is the Resource's master owner; can view any Outage of the Resource Category for which the Requestor's Organization is at least a partial owner but not the Master
Qualified Scheduling Entity Read Only Views Outages of the Resource Category for which the Requestor's Organization is the Resource's master owner of partial owner.
REAL TIME OPERATIONS MAPSituation Awareness FERC and NERC Allows the user to view a snapshot of the Grid.
TDSP_EXTRACTS Views TSP certified Extracts
Transmission Service ProviderSubmits, modifies, and views any Outage of the Transmission Category the requestor's organization submits. Can view any Outage.
Transmission Service Provider Read Only Views any Outage
RTDMS_M_Phasor This role will allow TSPs to access an application through Citrix
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Nodal Production Environment – Common Information Model / Data Set
• Network Model / Common Information Model (CIM) Loads– ERCOT starts Phase 3.0 with the CIM loaded on
1/22/2010– This version of the CIM will reflect data as of 1/6/2010– ERCOT currently has ~3 weeks verification process when
a new CIM is “cut”– The next scheduled CIM model will be on 2/5/2010– The 2/5/2010 version of the CIM will reflect data as of
1/20/2010– ERCOT is working on implementing a schedule that is in
lock step with zonal database loads. Updates on this will be shared at the weekly
– Settlement Points and Market Participant Short Names extracted from the 1/22/2010 CIM have been posted to the Phase 3 readiness Market Trials front page: http://nodal.ercot.com/readiness/markettrials/index.html
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Communications Plan / Issue Management
• Weekly Conference Calls: – ERCOT’s primary tool for communicating updates, status and general
information will occur on the weekly Market Trials Market Calls.– Note that there will be multiple calls, each focused on a specific functional
area:– Calls scheduled for Phase 3 are:
• Real Time Market / LFC: Fridays at 9 am – 10 amhttp://www.ercot.com/committees/nodal/mt/rtm/index
• Congestion Revenue Rights: Fridays 10:30 am – 11:30 amhttp://www.ercot.com/committees/nodal/mt/crr/index
• Outage Scheduler: Thursdays 10:00 am – 11:00 amhttp://www.ercot.com/committees/nodal/mt/os/index
– Note for QSEs still working on qualification, the last QSE Qualification call will take place on 1/29/2010 (tomorrow)
• ERCOT will continue to work with those that have not completed qualifications on an individual basis.
• The Qualification dashboard will continue to be posted to the readiness center at: http://nodal.ercot.com/readiness/markettrials/connectivity/index.html
– ERCOT will also be hold an additional call every Monday from 10am – 11am open to all Market Participants
• We will briefly review that week’s coming activities• The remainder of the call will be an open forum for all MPs to ask questions or raise
concerns
Communications Plan / Issue Management
• Emails / Phone Calls to Individual Market Participants: – All general communications from ERCOT regarding Market Participant –
specific information will be routed through your Nodal Project Manager as identified in the “Nodal Contact Declaration Form”
– For specific topics, we will contact the individual for that area (e.g. ICCP issue reaches out to the ICCP contact) as identified in the “Nodal Contact Declaration Form”
– A copy of that spreadsheet may be found at: http://nodal.ercot.com/readiness/rq/documents/index.html
– If you wish to view what contacts are currently on file, please send an email to [email protected] to request populated version of the spreadsheet
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Communications Plan / Issue Management
• Emails to ERCOT: – At any point during the testing questions can be emailed to
[email protected] – Note that this has changed from the 2.1 testing; the eds3 email address will
continue to be supported for hold over activities from 2009– All Market Participants should start using the [email protected] email
address immediately going forward for new issues / questions
• Nodal Market Trials Readiness Center Website– The Nodal Readiness Center will continue to be leveraged for any required
documents MPs will need to reference– All functional areas have a specific subsection under the Market Trials front
page:• Real-Time Market/LFC• Congestion Revenue Rights• Outage Scheduler• DAM/RUC• COMS/Settlements
– For documents that apply to all functional areas, those will be posted to the Market Trials Front Page under Key Documentshttp://nodal.ercot.com/readiness/markettrials/index.html
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Communications Plan / Issue Management
• Issue Management – Market Participants will report all issues using the [email protected] email
address– Business oriented issues
• Initially reviewed by the ERCOT Wholesale Client Services Account Managers• If required, issues are escalated to the Market Trials Lead responsible for that functional area• More complex or indepth questions will be ultimately escalated to a Subject Matter Expert (SME)
– Technical issues • Initially reviewed by the Market Trials Technical Generalist for initial triage• If required, issues will be escalated to IT Production Support• If determined to be a variance / defect, ERCOT will leverage our existing defect management process to
estimate, analyze and prioritize the resolution
– Our target turn-around time on questions is 24 hours– ERCOT will maintain a known issues spreadsheet for each functional area on the
Nodal Readiness center• Will be updated every Friday by EOB (note that if no new known issues are discovered or
closed, the spreadsheet will remain static)• Will only detail those issues affecting the scope of Release 3.0 and any work-arounds
available to avoid issues• Known issues will be added as a standing agenda item on each of the weekly Market
Trials Calls
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Market Trials Core Team
Matt MerenessMarket Trials Business Lead
Scott MiddletonMarket Trials Project
Manager
Stacy BridgesRTM / LFC Lead
Carrie TuckerDAM / RUC Lead
Steve ReedyCRR Lead
Robert MatlockOutage Scheduling
Lead
Jamie LavasReporting Lead
Kim DecuirMarket Support
Analyst
Balaji Krishnaswamy
Tech Generalist
Matthew TozerSettlements Lead
Handbook Information Provided
• High level list of functions and activities being provided across all phases of MTs broken out by functional area.
• Market Trials Timeline• Digital Certificates
– Nodal Roles• Introduction to MIS
– What is MIS– What is available on MIS– What is in scope for MT3– General Information– Limitations/Known Issues– Navigation
Slide 22
Items Available on MIS UI/ Web Services
• Report Links available for MT3• Alerts/Notices available for MT3• Applications available via MIS• EWS Web Services available for MT3
Slide 23
Market Participant Engagement
• Market Participant Engagement• Reports Extracts populated with Market Trial data will be aligned and
released with phase/functionality
Slide 24
http://nodal.ercot.com
• Readiness Center has an area dedicated to reports:• http://nodal.ercot.com/readiness/reports/index.html
Slide 25
Readiness Center
Readiness Center contains:• Reports• Data Definition Language (DDL) instructions• Statements & Invoices• Report & Extract Specifications• XML Schema Definitions (XSD)
Slide 26
Key Documents
ERCOT Market Information List (EMIL)
Required Postings - documents, reports, extracts, web services, alerts and notifications required by Protocol or Market Guides
Non-required Postings - available on the ERCOT website
Slide 27
ERCOT Market Information List (EMIL)
• EMIL can be used for a variety of reasons including:• Sorting and Filtering as needed • Viewing new Nodal required deliverables• Details on Protocol section or Market Guide requirements for each
published item• Finding EMIL Index # to locate relevant specifications in appropriate
documentation• Acquiring Report ID for the ‘Get Report’ Web Services• Currently adding information for Market Trial Available deliverables
Slide 28
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Agenda
• Introduction• System Requirements• Overview of Roles• Supporting Documents• Entry Criteria• Timeline• Overview of Activities• Reports• Dashboard• Exit Criteria• Question and Answers/General Discussion
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Introduction
Market Trials Phase 3 Outage Scheduler Qualification consist of:
• MPs will test connectivity to the OS using the External Web Services (EWS)
and/or the Outage Scheduler User Interface (OS UI)
• MPs will test their ability to submit various outage types as well as updating
outages
• Testing will be self directed unless the MP would prefer to schedule a
conference call with ERCOT
• Note that new MPs (since 2008) will be contacted by ERCOT and a Market
Trials team member will hold a conference call to walk through the
qualification checklist
Supporting Documents
Some important documents you may need:
• External Interfaces Specification v1.19
– http://nodal.ercot.com/readiness/sandbox/index.htm
• OS User Guide TSP
– http://nodal.ercot.com/readiness/markettrials/os/index.html
• OS User Guide QSE
– http://nodal.ercot.com/readiness/markettrials/os/index.html
• OS Requirements v2.0
– http://nodal.ercot.com/docs/pd/mms/index.html#req
• ERCOT Market Information List (EMIL)
– http://nodal.ercot.com/readiness/reports/index.html
• OS Known Issues List
– http://nodal.ercot.com/readiness/markettrials/os/index.html
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Entry Criteria
For the MP to participate in MT3 they must:
• Be registered as a TSP or QSE and operate Transmission Elements
• Possess an ERCOT production certificate with the appropriate role
• Must have access to the OS through EWS and/or the OS UI
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Timeline
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Phase 3 Outage Scheduler Market Trials begins Feb. 1and runs until March 30
Overview of Activities
MP’s will need to download the Outage Scheduler Qualification Checklist from: http://nodal.ercot.com/readiness/markettrials/os/index.html
http://nodal.ercot.com 35
DATE CONDUCTED: 1/0/00 12:00 AM
QSE REPRESENTATIVE: MP NODAL PMThe checklist below represents the transactions required for qualification. The Comments column will specify whether the transaction applies to QSEs, TSPs or both. Market Participants may elect to use Web Services or the ERCOT Nodal OS UI.
Scenario - Description Outage ID Date / Timestamp CommentsPlanned outage on a Single piece of equipment QSE and TSP
Submit Planned Outage QSE and TSPCancel Planned Outage QSE and TSP
Submit Planned outage derate QSESubmit Remedial Switching Action on a single piece equipment TSP OnlySubmit Forced Outage on a single piece of equipment QSE and TSP
Submit Opportunity OutageCurrently Unavailable / Not Required - QSE and TSP
Maintenance Level 1 on a group (QSE's w/ only one resource submit single outage) QSE and TSP
Submit outage at least 4 hours from current time (during business hours only) QSE and TSPEnter Actual Start Date/Time once ERCOT Approves (must be within 2 hours of Planned Start) QSE and TSPExtend Outage by entering new Planned End Date / Time (Include New Latest End as well) for Web Services only) QSE and TSPEnter Actual End Date / Time QSE and TSPEnter supporting information for extension QSE and TSP
Submit Simple Outage on a single piece of equipment TSP OnlySubmit Maintenance Level 2 on a single piece of equipment QSE and TSPSubmit Maintenance Level 3 on a single piece of equipment QSE and TSP
Testing Checklist
Overview of Activities continued
• MP’s will be required to submit at least one outage of each type applicable to the user:
http://nodal.ercot.com 36
TSP QSE
PlannedRemedial Switching ActionForcedM1M2M3Simple
PlannedForcedM1M2M3
• MP’s will also be required to take a Maintenance 1 outage all the way through completion.
• Once an MP has completed the Checklist, they will need to send it to ERCOT for verification.
ERCOT Activities
ERCOT will:• Periodically throughout the day, Approve/Accept the outages
submitted by the MP’s.• Work to resolve any issues the MP’s encounter.• Verified each MP has completed the required activities
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Reporting Outputs
ERCOT will post on the MIS Secure area: • All Proposed• Approved/Accepted• Rejected• Withdrawn Transmission outages
Please Note, the following reports will not be available until MT4:• Advanced Transmission Outage Schedule Statistics• Advance Resource Outage Statistics• Planned vs. Actual
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Dashboard/Tracking
During Phase 3, ERCOT will post Dashboard/Tracking documents to the Readiness Center.
http://nodal.ercot.com/readiness/markettrials/os/index.html
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Phase 3 Exit Criteria
ERCOT Exit Criteria• 95% Operatorship of the Transmission system has completed and
passed qualification and testing• 95% Operatorship of the QSE’s have completed and passed
qualification and testing
MP’s Exit Criteria
• Successful completion of the required Scenarios
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Nodal Telemetry Outreach
42
Background:• The current Nodal Telemetry Outreach effort has two tracks:
• Missing Telemetry Effort:• ERCOT is working with QSEs and TSPs to help resolve issues
related to missing telemetry• Point lists identifying missing telemetry are queried and
distributed to QSEs/TSPs following each nodal database load (~bi-weekly)
• Quality Telemetry Effort:• Customized reports identifying quality issues are taken from a
daily SCED Telemetry Report and communicated to QSEs• Communications identifying quality issues are going to the QSE
ICCP contacts and nodal Project Managers• ERCOT is requesting that ICCP contacts respond to quality
issues within 24 hours
Nodal Telemetry Outreach
43
Missing Telemetry Update (QSEs):
• Status of requested State Estimator Telemetry:– Only 6 out of 3649 requested SE points remain unresolved (99% SE
points provided)• Status of requested SCED Telemetry:
– 634 requested SCED points remain unresolved
Progress measurement toward State Estimator Telemetry
# QSERs
JAN 5 JAN 13 JAN 21 JAN 29 (estimated)
100% 28 30 40 42
>=80% but <100% 0 0 0 0
<80% 4 0 0 0
In Review 14 16 6 4
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Nodal Telemetry Outreach Update
Common Data Quality Issues:Common quality issues identified on the SCED Telemetry Report:
• Telemetry that remains to be mapped at ERCOT• Incorrect Resource Status• Generation>HSL; Generation<LSL• Negative Ancillary Service values (primarily for Responsive and Non-
Spinning Reserve)• Stale telemetry values
Data Quality Inquiries Welcome:QSEs that have yet to receive a data-quality outreach from ERCOT may still have
quality issues that need to be addressed. QSEs may inquire about any issues reflected in the daily SCED Telemetry Report by submitting an email to [email protected] (please include “SCED Telemetry Report” in the subject line).
As common telemetry-quality issues continue to be reported, ERCOT will work to identify a tracking mechanism to support progress indicators and/or scorecard metrics.
Nodal Telemetry Outreach
Slide 45
Date ERCOT ActivitiesJan 29 • ERCOT begins distributing the next series of point lists
identifying missing nodal points (based upon the Jan 22 nodal database load)
• ERCOT updates the QSE Telemetry Dashboard on the Readiness Center (will include measurements for SCED as well as State Estimator)
• ERCOT posts the first TSP Telemetry Dashboard to the Readiness Center
Feb 1 • ERCOT’s goal is to have all nodal telemetry completed by Feb 1, 2010
Reminder of Upcoming Dates:
04/20/23
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Market Trials Handbooks ReviewReal Time Market / LFC
Stacy Bridges
Real-Time Market / LFC
47
Topics:• Objectives• Entry Criteria• Schedule / Key Dates• Activities• Individual QSE Tests for LFC• Dashboards & Status Artifacts• Exit Criteria• Supplemental Materials
Objectives
48
Real-Time Market Timeline - Market Trials Phase 3.0
Objectives:• Execute SCED• Begin 6-month posting of LMPs• Schedule / Conduct individual QSE Tests for LFC
Objectives
49
Objectives – continued:• Execute SCED:
• Execute SCED and Real-Time system components continuously in Market Trials environment (February and March)
• Produce Base Points and LMPs (February and March) • Begin 6-month posting of LMPs:• Perfect the data and processes needed to support SCED in calculating
reasonable LMPs (February)• Begin Posting LMPs (March)• Schedule / Conduct individual QSE Tests for LFC:• Schedule individual QSE tests for LFC (February)• Conduct individual unit tests for LFC (March)
Entry Criteria
Entry Criteria:• Market Participants
• Meet system requirements:• Internet Explorer 6• Production digital certificate with MMS Trader role enabled
• Meet nodal ICCP requirements• Complete Phase 2.1 qualification testing
• ERCOT• Complete Nodal database mapping for all available Nodal ICCP
points• Complete required testing for Phase 3.0 functionality • Publish all known, market-relevant defects to Market Participants
Slide 50
Schedule / Key Dates
Slide 51
Schedule / Key Dates
Date ERCOT Activities QSE with Resources ActivitiesFeb 1 Begin SCED execution
Begin LFC and LMP analysis Begin posting Real-Time outputs, reports,
and extracts
Begin daily support of SCED with market submission items and quality ICCP
Feb 5 Begin weekly Real-Time Market calls Begin publishing MMS Transaction
Dashboard on the Readiness Center
Begin attending weekly Real-Time Market calls
Feb 26 Complete scheduling individual QSE tests on the LFC testing calendar
Mar 1 Begin six-month postings of LMPs Begin conducting individual QSE tests for
LFC
Begin conducting individual QSE tests for LFC
Schedule / Key Dates:
Activities
Market Participant Activities:• Verify ability to receive Resource Base Points via ICCP• Download and review Real-Time Report postings• Provide continuous nodal ICCP data to ERCOT • Submit/Update/Cancel daily Real-Time market submission items:
• Three-Part Supply Offers *• Inc/Dec Offers *• Output Schedule• Current Operating Plan (COP)
• Schedule / Conduct individual QSE LFC test windows (QSEs with Resources)
* Note: During Phase 3.0, Offer Curves should initially reflect 80-120% costs
Slide 52
Activities
ERCOT Activities:• Execute and monitor Real-Time system components• Run SCED every five minutes using ICCP and market submission data• Run LFC every four seconds• Verify QSE Submission Activities• Work with Market Participants to resolve ICCP telemetry issues• Generate Base Points, LMPs, SPPs, and Shadow Prices• Review Base Points, LMPs, and SPPs for reasonability using price
validation software• Publish Real-Time outputs/reports to the market via MIS and ICCP• Schedule / Conduct individual QSE tests for LFC
Slide 53
Individual QSE Tests for LFC
Individual QSE Tests for LFC:• Tests will confirm that QSEs providing Regulation Service and
Responsive Reserve Service (RRS) in the nodal market can exchange SCADA data with LFC/RLC components of ERCOT’s Nodal EMS system
• Tests will be scheduled January 25 – February 26• Tests will be conducted March 1 – April 16• Test Participation will be required from:• QSE with Resources that did not participate in EDS 3 Release 6.2
testing during 2008 • New QSEs with Resources planning to provide Regulation service in
the Nodal Market • 80% of system-wide generation
Slide 54
Dashboards & Status Artifacts
Slide 55
Artifact Description Availability
QSE Telemetry Dashboard
Communicates completion status of ICCP telemetry from QSEs
• Refreshes after each Nodal database load
• Currently available
TSP Telemetry Dashboard
Communicates completion status of ICCP telemetry from TSPs
• Refreshes after each Nodal database load
• Available January 29, 2010
MMS Transaction Dashboard
Communicates daily statistics for SCED submission items
• Refreshes weekly on Fridays • Available February 5, 2010
Dashboards & Status Artifacts• http://Nodal.ercot.com/readiness/markettrials/rtm/index.html
Exit Criteria
Exit Criteria - QSEs with Resources• A target of 98% of QSEs with Resources are successfully
submitting daily Real-Time market transactions as tracked on the MMS Transaction Dashboard
• QSEs with Resources have scheduled Individual QSE tests for LFC• QSEs have begun conducting individual QSE tests with ERCOT
Exit Criteria - ERCOT• Reasonable LMPs have been established• Six-month posting of LMPs has begun• ERCOT has scheduled Individual QSE tests for LFC• ERCOT has begun conducting individual QSE tests with QSEs
Slide 59
Supplemental Materials
Slide 60
Reference and Description Location Version
Market Connectivity Testing Market Participant Handbook
http://Nodal.ercot.com/readiness/markettrials/connectivity/index.html
0.97
External Interfaces Specification http://Nodal.ercot.com/readiness/sandbox/index.html 1.19d
Explanation of Market Submission Items
http://Nodal.ercot.com/readiness/markettrials/connectivity/index.html
0.26
ERCOT Nodal ICCP Communication Handbook
http://Nodal.ercot.com/readiness/markettrials/rtm/index.html
3.0
MMS Requirements http://Nodal.ercot.com/docs/pd/mms/index.html#req Various
EMS Requirements http://Nodal.ercot.com/docs/pd/ems/index.html#req Various
ERCOT Market Information List http://Nodal.ercot.com/readiness/reports/index.html N/A
Market Manager User Guide http://Nodal.ercot.com/readiness/markettrials/connectivity/index.html
0.06
Real Time Market Known Issues http://Nodal.ercot.com/readiness/markettrials/rtm/index.html
N/A
Web Services XSDs http://Nodal.ercot.com/readiness/sandbox/index.html 1.3.19d
Sample Reports, Extracts, and DDLs
http://Nodal.ercot.com/readiness/reports/index.html Various
04/20/23
http://nodal.ercot.com 61
Market Trials Handbooks ReviewCongestion Revenue Rights
Steve Reedy
Agenda
Topics:
I. Overview of CRR Market Trials Phase 3.0
II. Entry Criteria (including System Requirements)
III. CRR Qualification
IV. Allocations/Auctions in CRR Market Trials 3.0
V. Known Issues
VI. ERCOT And Market Participant Activities
VII. Highly Recommended Training
VIII. Dashboard/Metrics
IX. Supplemental Materials
Slide 62
Overview
• CRR Market Trials Phase 3.0• Perform CRR Account Holder Qualification• Run Allocations/Auctions with “First 6 months” data
scenario– NOIEs nominate for allocations each month
• Follow Nodal Protocol timelines when possible– Compressed timeline for first allocation/auction
• Integrated with – Settlements and Billing (auction invoices/payment
confirmation)– Network Model Management System
Slide 63
ERCOT Entry Criteria
• ERCOT Entry Criteria• Integration testing for functionality exposed in Market
Trials Phase 3 completed to ERCOT satisfaction with all market-relevant defects published to market participants via the known issues list.
• CRR Auction Application performance testing for functionality exposed in Market Trials Phase 3 completed with results deemed as acceptable by CRR business owner.
Slide 64
Market Participant Entry Criteria
• Market Participant Entry Criteria• Registered as CRR Account Holder• Met all CRR system requirements
a) Internet Explorer 6
b) Must have a CRRAH (CRR Account Holder) Digital Certificate installed with appropriate roles assigned
(USA certificates were issued Nov 16 and are available for download)
c) Must have a CP (Counterparty) Digital Certificate with appropriate roles assigned
d) Sun Java 1.5 JRE and IE Plug-in (or more recent version)
e) Keyhole Markup Language (KML) viewer (e.g. Google Earth) (for phase 4.0)
Slide 65
Counterparty vs. CRR Account Holder certificates
• Two types of digital certificates needed for CRR• Counterparty
– assigns credit• CRRAH
– submits bids/offers – views results– performs bilateral trades– can further limit any credit assigned by Counterparty, but can’t increase
CRR Qualification
• CRR Qualification from 1/4/2010-1/29/2010• Qualification Activities (all below activities must be
completed)– Log-in and access the CRR system – Download a CRR Network Model– Upload a bid/offer portfolio– Edit a bid/offer portfolio– Complete a bilateral trade
Slide 67
Allocations/Auctions in CRR Market Trials 3.0
• Auctions/Allocations for March & April 2010• Allocation for May • Allocation for Balance of Year (June – Dec 2010)
(note: Auctions for May, Balance of Year in Phase 4.0)
Slide 68
Known Issues
• JAN2010 CRR Monthly Network Model report file (Report ID 11204) does not contain all the required network files.
• Monitored Lines and Transformers contains no data• Portfolio upload - Portfolio Editor becomes unusable when
uploading a "targeted" bid portfolio containing a valid source/sink that is not biddable for that specific auction
Market Participant Activities
• Qualify• Submit Credit (Using Counterparty Certificate)• Submit Bid/offer portfolio• View/verify postings• Bilaterally trade
Slide 70
ERCOT Activities
• Create Models• Run Qualification• Run Auctions• Post Notices/Results/Invoices
Slide 71
Highly Recommended Training
• CRR MUI Training– Available on LMS
(https://www.ercottraining.com/lms/default.asp )
– Nodal Market Training• CRR Market User Interface Training • Will answer many questions regarding the mechanics of the CRR User
Interface
Slide 72
Dashboard
Slide 73
Dashboard will be posted on CRR section of Market Trials/Readiness Centerhttp://nodal.ercot.com/readiness/markettrials/crr/index.html
Supplemental Materials
Slide 74
Description Location Version
CRR Known Issues List http://nodal.ercot.com/readiness/markettrials/crr/index.html
N/A
ERCOT Market Information List (EMIL)
http://nodal.ercot.com/readiness/reports/index.html
N/A
CRR Requirements Doc http://nodal.ercot.com/docs/pd/crr/index.html#req
4.4
CRR - Market User Interface User Manual
http://nodal.ercot.com/readiness/markettrials/crr/index.html
1.0
CRR - Explan of Mkt Sub. Retrieval Items
http://nodal.ercot.com/readiness/markettrials/crr/index.html
.12
CRR MUI Training https://www.ercottraining.com/lms/default.asp
N/A
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