Http://nodal.ercot.com 1 Single Entry Model (SEM) Market Kick-off Call May 28, 2009 Matt Mereness.

http://nodal.ercot.com 1

Single Entry Model (SEM)Market Kick-off Call

May 28, 2009

Matt Mereness


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.


SEM Go-Live Transition Update

• What is SEM?• Go-Live timeline and activities• Training overview and sign-up• Dates/ methods to test submissions of NOMCRs• Readiness metrics related to training and testing• Communication mailbox and SEM Market Call Schedule


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

TSPCurrent Activity

Submit Modeling Change via Service Request

ERCOT UploadsSvc Request

into ZonalGenesys Model

ERCOT Copies/ConvertsZonal Model “seed”

Into Nodal NMMS Model

TSPAug 31, 2009

Submit Modeling Change viaNOMCR/NMMS Tool

(includes ICCP)

ERCOT IncrementallyConverts NOMCR

Into Svc Req Uploads into ZonalGenesys Model

ERCOT uploads NOMCR

Into Nodal NMMS Model to

support nodal testingData Consistency Checks are run to ensure model synchronization/fidelity

Periodic checks are run to ensure model synchronization/fidelity

Full

Copy

Incr.

NOMCR

5

Current Network Operations Model Maintenance for TSPs

ERCOT Zonal EMMS Model(system of record through 12/1/2010)

Submits Service Request to Change Model

ERCOT Nodal NMMS Model(nodal testing model- CIM file for EMS/MMS/etc)

Periodic full copy and conversion of model (zonal seed used for nodal systems)

TSP

6

After 8/31/2009: SEM Go-Live Network Operations Model Maintenance for TSP



ERCOT enters NOMCRs into zonal model

ERCOT runs consistency checks to ensure models are aligned and maintained

Submits Model Change Request (NOMCR)

TSP

NMMS ModelSystem of Record

Nodal Go-Live 12/1/2010

7

Network Operations Model Maintenance for Resource & QSE (today and post 8/31/09)



ERCOT enters into zonal model

NMMS ModelSystem of Record

Nodal Go-Live 12/1/2010

Submits RARF (Resource Asset Reg Form) via Service Request

Submits ICCP Change via Service Request

ERCOT process

QSE

RE


Go-Live Timeline and Activities

Coming into critical window of final Zonal->Nodal model transformation, market training, application roll-out


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



• 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)



Apr Modeling Guidelines detailed review Training update (content outline) Jun 1 – Aug 31 SvcReq limits and process Initial discussion of high-level transitional business

processes Discuss Transition Metrics for MPs SEM Update & Go-Live Criteria discussion

Update to NDSWG & ROS

May Publish final “draft” Modeling Guidelines Training update/documentation Follow-up discussion of high-level transitional

business processes Escalate- Model Posting/Disclosure, no TPTF apprv Discuss Transition Metrics for MPs SEM Update & Go-Live Criteria discussion EDS Kick-off of SEM

Update to NDSWG/ROS/TAC/WMS

Jun Publish final Modeling Guidelines Training Begins/Update NDSWG Publish SRs not in seed model Confirm final 30-day processes (Aug 1-31) SEM Update & Go-Live Criteria discussion

Update to NDSWG/ROS/TAC

Jul Joint NDSWG and SSWG meeting Status of SEM-EDS activities SEM Go-Live Entry Criteria satisfied

Update to NDSWG/ROS/TAC

Aug Confirm Go-Live activities Sign up for 2nd round of training

Go-Live approval ROS/TAC/Board



– 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


Training Overview and Sign-Up

• TSP Submission Testing and Training will be the same system/database

- Model to be used will be snapshot from October 2008- Training audience is the TSP network operations modelers/staff

• Submission Testing system access – Available June 8 – Aug 10– NOMCR testing system will be on-line and available to all TSPs– ERCOT has established a dedicated email and have staff available to support questions

([email protected])

• Training to be hosted in Taylor – Pre-SEM classes June 22 – Aug 3

• Current plans for at least six 3-day sessions • Planning for 12-18 seats for each class• Large dedicated training room

– Post-SEM classes Sept 23- Oct 20• Fewer sessions and smaller classes (tbd)• Make-up classes, not just-in-time training for all staff after go-live


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.

Training (continued)


Training Overview and Sign-Up (continued)

• Sign-up for access to test environment starts today • System access begins June 8th • Email request to [email protected]• 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-

• Sign-up for training will be discussed next week• Weekly slots available for up to 18 participants• Looking to leverage LMS/Training system to coordinate and track training• Training classes occur each week from June 23 through July


SEM Go-Live Criteria

• SEM Go-Live Criteria defined in the SEM Go-Live Procedure http://nodal.ercot.com/readiness/golive/index.html

• Section 4- The following entry criteria shall be met for SEM Go-Live

– TSPs & ERCOT complete EDS 2 Release 4 activities (next page)

– Nodal network model validated and approved as baseline for SEM Go-Live by ERCOT System Ops and Market Ops Directors

– ERCOT publishes CIM model to be used for SEM Go-Live

– ERCOT sufficiently staffed for maintenance of nodal & zonal systems

– Nodal EMS is capable of consuming NMMS CIM files through the EMS CIM importer for use in the Nodal EMS application suite

– SEM Go-Live readiness approved by TPTF, TAC and ERCOT BOD• presume ROS approval in place of TPTF

– ERCOT publishes the following documents for TSPs• NMMS Modeling Guidelines / Validation Rules document• Latest CIM data dictionary and schema• ERCOT Network Operations Model validation whitepaper• ERCOT Network Operations Model validation results


SEM Go-Live Criteria (cont’d)

– All TSPs complete EDS 2 Release 4 activities• MPs have enrolled and can access the ERCOT MIS portal• MPs have been trained on the NOMCR process• TSPs can electronically submit data changes utilizing the NOMCR user interface and CIM

compliant format for data exchange or via the manual MIS NOMCR process• QSEs can submit data changes utilizing the registration submission and subsequent ERCOT

NOMCR process• MPs can receive NOMCR acknowledgement of submittals, verifications, and confirmation of

data posting

– ERCOT completes EDS 2 Release 4 activities• ERCOT is ready to fully utilize the NOMCR process for all TSP/QSE data change requests• TSP MPs can successfully submit data changes via the CIM compliant electronic NOMCR

process. • QSE can successfully submit data changes through registration submissions (and updated in

the Network Operations Model via the NOMCR process)• ERCOT has processes in place to use a “single entry point” to maintain both Nodal and

Zonal network model databases when MPs submit changes via the NOMCR process• NMMS is the database of record for the Network Operations Model including the ICCP

modeling point database and operatorship / ownership information• NMMS database is under full change control by ERCOT Network Model Group• ERCOT discontinues the use of Service Requests for data changes and change control• ERCOT begins the use of the NOMCR process for data changes and change control


Metric Discussion

MP14 – B – MP EDS-2, Release 4 Trials Participation

Reported By: TSP

Target Completion: Single Entry Model Go-Live minus 30 Days

Category: Trials Participation

Metric Description: This metric evaluates the level of TSP market participant participation in the EDS 2, Release 4 Trials.

Background: The intent of this metric is to ensure that Market Participants are actively participating in the NOMCR process.

Criteria: The Readiness Team will review documentation that an adequate number of TSPs have submitted modifications through the NMMS tool following the NOMCR process.

# of TSP MPs Participating in Trial participating in the NOMCR process >= 95%RAG Rules - MPs

Red - Not participating in trialsAmber – Not ApplicableGreen – Meeting criteria

RAG Rules – Market SegmentRed – Not meeting criteria

Amber – within 10 percent of criteriaGreen – meeting criteria

Reporting Data Sources: Self-Reported

References TP: 5.4.1 TNP: 3.10.8, 3.3.2.1, 3.10.7

Metric inventory posted at: http://nodal.ercot.com/readiness/metrics/index.html

For MPs, two metrics will be assessed during SEM Go-Live:


Metric Discussion (continued)

MP13 – MP Completes Nodal Operations Related Training

Reported By: QSER, QSE, TSP

Target Completion: Cyclical in preparation for the 168-Hour Test and Go-Live transition sequence

Metric Description: Market Participants complete the applicable training modules associated with nodal operations related readiness

Background: The intent of this metric is to ensure that Market Participants participating in Nodal have adequate knowledge of the Nodal Operations to participate

Criteria: The Readiness Team will review self-reporting from each Market Participant indicating their level of training necessary to assure the Market Participant’s ability to successfully operate in the Nodal Market meets the scope of activities described in the ERCOT developed Training Materials included in the following courses.Basic Training Program;Non-Opt In Entity NOIE (QSE) Operations;Generation 101;Transmission 101; Network Model Management; ERCOT 101 for Wind Generation.

For Market ParticipantsCompleted Survey with All Positive Responses = Green

Completed Survey with One or More Negative Response = AmberDid Not Complete Survey = Red

For Market SegmentOver 95% of Market Share Responded Positively to the Survey = Green

Over 5% of Market Share Did Not Respond to the Survey = RedAny Alternative Scenario = Amber

Reporting Data Sources: Self-Reported Survey

References TP: TNP: N/A


Summary and Questions

• Summary of dates/activities– Today

• TSP can request access to test system, for access June 8 • TSP can request CIM file of full Network Operations Model (mailed on CD)

– Next week• Weekly market calls begin, Thursday 2-3pm (discuss training sign-up)

– Other dates • June 8 test system up and available• June 23 is first class• Aug 31 SEM Go-Live

• Helpful supporting documentation– Modeling Guidelines (combination of UserGuide and Validation Rules)

• Posted with this presentation– Network Model Management training class – Transmission 101 training class

• Questions/requests/comments submitted to: [email protected]

Http://nodal.ercot.com 1 Single Entry Model (SEM) Market Kick-off Call May 28, 2009 Matt Mereness.

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Transcript of Http://nodal.ercot.com 1 Single Entry Model (SEM) Market Kick-off Call May 28, 2009 Matt Mereness.