Settlement Liaison Kickoff - Southwest Power Pool liaison kickoff.pdf · ameren energy inc enel...

Integrated Marketplace Settlement Liaison Kickoff

February 10, 2012

Philip Bruich, Director of Settlementsp ,[email protected]

501.614.3224

Ashley Churilla, Accenture Project Mgr

contractor‐[email protected] [email protected]

Definition of Terms

CWG – Change Working Group

Definition of Terms

CWG Change Working Group

Marketplace – Integrated Marketplace

MIPO M b I ti P j t O iMIPO – Member Impacting Project Overview

MP – Market Participant

PIRG – Programmatic Interface Review Group

SUG – Settlement User Group

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Agenda

1. CWG and SUG Roles for Integrated Marketplace

Agenda

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2. SUG Members/Settlement Liaison List

3 C i ti f I /Q ti t SPP3. Communication of Issues/Questions to SPP

4. Training and Education Calendar

5. Market Trials Calendar

6. Metrics Development/MP Readinessp /

7. MIPO Document

8 PIRG A ti iti8. PIRG Activities

9. Spring Conference Marketplace Settlements

10. Overview SUG Marketplace Activity to Date4

CWG d SUG R l i I t t dCWG and SUG Roles in Integrated MarketplaceMarketplace

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CWG and SUG Roles in IntegratedCWG and SUG Roles in Integrated MarketplaceThe Integrated Marketplace program, in coordination with the Change Working Group, has obtained liaisons for the member‐impacting workstreams. The liaison’s responsibilities include working with the CWG representative SPP andliaison s responsibilities include working with the CWG representative, SPP, and any participant‐identified program management to:

•Review program and workstream documentation and provide feedbackA il t d d li bl f f ibilit•Assess milestones and deliverables for feasibility

•Provide phase entrance and exit criteria and report on readiness

In order to coordinate liaison activities with those activities already occurring through the Settlements User Group (SUG), SPP is going to ask that going forward, all liaisons participate in the SUG meetings as a central means to obtain Integrated Marketplace Settlements Workstream information and updates.

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SUG M b /SUG Members/Settlement Liaison ListSettlement Liaison List

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Settlement Liaison List and SUG Exploder

SUG has been legacy forum for all SPP interaction with


SUG has been legacy forum for all SPP interaction with Settlement stakeholders since 2003.

CWG is the conduit for communication of allCWG is the conduit for communication of all Integrated Marketplace activities to each Workstream.Workstream.

Settlement Liaison List was developed based on initial feedback from each market participant’s CWGfeedback from each market participant s CWG representative.

l b hSPP Settlements Customer Care team members have also reached out to each market participant to confirm acc rac of Settlement Liaison listconfirm accuracy of Settlement Liaison list.

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Settlement Liaison list is used by SPP to communicate


Settlement Liaison list is used by SPP to communicate all Integrated Marketplace Settlement activities.

Notifications are also copied to the SUG exploder asNotifications are also copied to the SUG exploder as an added convenience since education workshops and other activities are included in SUGand other activities are included in SUG teleconferences and face to face meetings.

The SUG and Settlement Liaison contacts are often theThe SUG and Settlement Liaison contacts are often the same individual for each market participant.

h h h l lCommunication through the Settlement Liaison list will ensure conformity with the overall Marketplace ProgramProgram.

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Settlement Liaison List – Feb 10 2012AMEREN ENERGY INC ENEL GREEN POWER NORTH AMERICA, INC NORTHERN STATES POWER COMPANY

AMEREN ENERGY MARKETING EXELON GENERATION COMPANY LLC OCCIDENTAL POWER MARKETING L P

AMERICAN ELECTRIC POWER SERVICE COR GOLDEN SPREAD ELECTRIC COOPERATIVE OKLAHOMA GAS & ELECTRIC CO

ARKANSAS ELECTRIC COOPERATIVE GRAND RIVER DAM AUTHORITY OKLAHOMA MUNICIPAL POWER AUTHORITY

ASSOCIATED ELECTRIC COOPERATIVE HEARTLAND CONSUMERS POWER DISTRICT OMAHA PUBLIC POWER DISTRICT

BASIN ELECTRIC POWER COOPERATIVE INC KANSAS CITY POWER & LIGHT CO PUBLIC SERVICE COMPANY OF COLORADO

BLUE CANYON 6 KANSAS ELECTRIC POWER COOP SHELL ENERGY NORTH AMERICA (US) LPBLUE CANYON 6 KANSAS ELECTRIC POWER COOP SHELL ENERGY NORTH AMERICA (US) LP

CALPINE ENERGY SERVICES KANSAS MUNICIPAL ENERGY AGENCY SMOKY HILLS WIND PROJECT II, LLC

CANEY RIVER WIND PROJECT LLC KANSAS POWER POOL SOUTHWESTERN PUBLIC SERVICE CO

CITY OF COFFEYVILLE KS KC BOARD OF PUBLIC UTILITIES SUEZ ENERGY MARKETING NA INC

CITY OF INDEPENDENCE MO LINCOLN ELECTRIC SYSTEM SUNFLOWER ELECTRIC POWER CORP

CITY OF MOUNT VERNON, MO MID KANSAS ELECTRIC COMPANY TENASKA POWER SERVICES CO

CITY OF PRESCOTT, AR MIDWEST ENERGY TEX LA ELECTRIC COOPERATIVE OF TEXAS

CITY UTILITIES OF SPRINGFIELD MISSOURI JOINT MUNICIPAL EUC THE ENERGY AUTHORITYCITY UTILITIES OF SPRINGFIELD MISSOURI JOINT MUNICIPAL EUC THE ENERGY AUTHORITY

DEMPSEY RIDGE MORGAN STANLEY CAPITAL GROUP INC THE ENERGY AUTHORITY – CU

DOGWOOD ENERGY LLC MUNICIPAL ENERGY AGENCY OF NEBRASKA THE ENERGY AUTHORITY – NPPD

DUKE ENERGY AMERICAS NEBRASKA PUBLIC POWER DISTRICT TRADEMARK MERCHANT ENERGY, LLC

EAST TEXAS ELECTRIC COOP NextEra Energy Power Marketing, LLC WESTAR ENERGY INC

EDP RENEWABLES, North America LLC NOBLE AMERICAS GAS & POWER CORP WESTERN AREA POWER ADMINISTRATION

EMPIRE DISTRICT ELECTRIC CO NOBLE GREAT PLAINS WINDPARK LLC WESTERN FARMERS ELECTRIC COOP

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SPP currently has identified Settlement Liaisons for each of these companies. Please email [email protected] if your company is not listed above.

C i ti fCommunication of Issues/Questions to SPPIssues/Questions to SPP

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SPP Website URL http://www.spp.org/

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Navigate to Integrated Marketplace tab on top row.

S ll t S ttl t W k t d Cli k C t t Li kScroll to Settlements Workstream and Click Contact Link

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Submit questions to Marketplace [email protected] t quest o s to a etp ace_sett e e ts@spp o g

Emails automatically copied to:

Tony Alexander, Manager of Settlements y g

Ashley Churilla, Project Manager, Settlements

Tom Kleckner, Communications

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CWG Staff Secretary

Customer Relations Staff

T i i d Ed ti C l dTraining and Education Calendar

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SUG Education Workshops pHow will the SUG workshops be accessible in the future?

DeliveryAttendees in the live monthly SUG Workshops will participate via WebEx/Teleconference

WER

y p p p /and/or possibly in person during face‐to‐face SUG meeting.

RegistrationTh li thl SUG W k h l d i 2012 ill b i t d f i

ANSW

The live monthly SUG Workshops planned in 2012 will be registered for via spp.org as they always have. (Philip Bruich/Kim Farris, Owners)

The (Past and Present) SUG Workshops are being recorded and developed in Captivate A ( ) p g p pby the Settlements Team and will be deployed to LMS in the future.

TimelineThe date the Workshop recordings will be available in the LMS has not yet beenThe date the Workshop recordings will be available in the LMS has not yet been determined.

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Integrated Marketplace Training Opportunitiesg p g ppHow do SUG Workshops tie into Level 2 and Level 3 Training?

The Training Plan being implemented by the Integrated Marketplace Participant Training g g p y g p p gWorkstream has scheduled delivery of : (Gay Anthony, Owner)

Timeline

Level 2 Training in Q3‐Q4 of 2012 (Detailed schedule will be communicated in early Q2).

R

Level 3 Training in Q1, Q2 and some of Q3 of 2013.

DeliveryLevels 2 and 3 training will be delivered live, and will include Settlements specific modules.

SWER

g , p

ContentThe modules will include the material from the SUG Workshops, along with other material.

AN Coordination

All aspects of the Level 2 and 3 Settlements specific training – Design, Review, Approvaland Delivery will be a coordinated effort between the SPP Settlements Workstream and th P ti i t T i i W k tthe Participant Training Workstream.

RegistrationLevel 2 and 3 sessions will be available through the LMS. In addition to the live delivery,

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some online self‐study versions of the Level 2 and 3 material will also be developed and made available in the LMS.

SUG Education Workshops (Jan‐Apr 2012)SUG ducat o o s ops (Ja p 0 )

Jan 12 Real‐Time Contingency Deployment Failure Amtg y p yReal‐Time Contingency Deployment Failure Dist Amt

Feb 14 Day‐Ahead Virtual Energy Transaction Fee AmtReal‐Time Out‐of‐Merit AmtReal Time Out of Merit AmtReal‐Time Regulation Non‐Performance AmtReal‐Time Regulation Non‐Performance Distribution

Mar 13 Day‐Ahead Make‐Whole‐Payment Amty yDay‐Ahead Make‐Whole‐Payment Distribution AmtRUC Make‐Whole‐PaymentRUC Make‐Whole‐Payment Distribution Amt

Apr 12 Day‐Ahead AND Real‐Time Regulation‐Up, Regulation‐Down, Spinning and Supplemental AmtDay‐Ahead AND Real‐Time Regulation‐Up, Regulation‐Down, Spinning and Supplemental Distribution AmtDistribution AmtReal‐Time Non‐Performance Distribution Amt

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SUG Education Workshops (May‐June 2012)SUG ducat o o s ops ( ay Ju e 0 )

May(F F

Real‐Time Regulation Deployment Adjustment AmtR l Ti R Sh i G A(Face to Face

Meeting in KC on May 15‐16)

Real‐Time Reserve Sharing Group AmtReal‐Time Reserve Sharing Group Distribution AmtMiscellaneous AmtRNU Uplift Distribution AmtpEntity Interaction Diagram – Day in the LifeMarket Participant ReadinessBilateral Settlement Schedules

Jun 14 Levelized Billing Determinants

As SUG Workshop Education ends June 2012, the Level 2 and 3 TrainingAs SUG Workshop Education ends June 2012, the Level 2 and 3 Training will serve as the official Integrated Marketplace Settlements Training beginning in late 2012 throughout 2013.

Additional Marketplace educational topics will continue to be covered in

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Additional Marketplace educational topics will continue to be covered in the Fall Settlement User Conferences.

SUG Education WorkshopsSUG ducat o o s ops

Register for these events on the spp org calendar

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Register for these events on the spp.org calendar.

Participant Training – Delivery ScheduleActivities 2012 2013 2014

J F M Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2

Job Task AssessmentJob Task Assessment

Marketplace Overview Training (Level 1)

Preparing for TCR Mock Auction (Level 1)

TCR Outreach

CBA Training (Level 2)

Operations (Markets) Training (Level 2)

Scheduling Training (Level 2)

TCR Training (Level 2)

Settlements Training (Level 2)

Operations (Markets) Training (Level 3)

Settlements Training (Level 3)

Integrated Marketplace Outreach – Site Visitsg p

Outreach Visits – SPP

TCR Readiness Assessment

Integrated Marketplace Readiness

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Integrated Marketplace Readiness Assessment

M k t T i l C l dMarket Trials Calendar

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Initial Market Trials UpdateInitial Market Trials Update

“When will we get more detail on the dates, objectives, scope, and expectations for each Market Trials Phase?”

Market Trials planning efforts are scheduled to start in May starting with the Connectivity Test phase. We plan to

bli h T A h d i h d il fpublish Test Approach documents covering the details for each Market Trials Phase, including execution schedule, review meetings defect/issue management metrics etcreview meetings, defect/issue management, metrics, etc. for each Phase

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Initial Market Trials UpdateInitial Market Trials UpdateThe illustration below should be considered a conceptual starting point for more detailed planning later this summer. All dates maypoint for more detailed planning later this summer. All dates may change or flux a bit as we drive to further details.

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Initial Market Trials UpdateInitial Market Trials UpdateOur plan to commence formal planning efforts in May 2012 should provide time to publish the Connectivity Testing Approach in theprovide time to publish the Connectivity Testing Approach in the June/July timeframe and work with Participants through Q3 / Q4 2012 on those details. Similarly, we plan to publish the Day in the Life Approach by December 2012 and working with Participants over the 6 months leading into the Test.

Again these dates are high level placeholders at this time but

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Again, these dates are high level placeholders at this time but should give significant lead time going into each Test.

M t i D l t/Metrics Development/Market Participant ReadinessMarket Participant Readiness

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Metrics Development/Market ParticipantMetrics Development/Market Participant ReadinessThe Readiness Workstream will be publishing the draft metrics for review at the end of the month. Some of the external metrics that will be measured for the Settlements Workstream include:

k i i bili d l d S l•Market Participants capability to download Settlement Statements•Market Participants capability to download Invoices•Market Participants capability to download Invoices•Market Participants capability to submit Meter Data•Market Participants capability to submit Bilateral Settlement Schedules•Market Participants capability to submit Disputes

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MIPO D tMIPO Document

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MIPO DocumentMIPO DocumentSPP has recently published version 2.4 of the Settlements WorkstreamMIPO The MIPO currently contains an overview of theWorkstream MIPO. The MIPO currently contains an overview of the Workstream, the business and technical impacts, training information and links and a summary of member impacting dates.information and links and a summary of member impacting dates. The summary of dates includes Workstream milestones as well as dates and registration links for any Settlement Liaison or Settlement User Group meetings.

The latest MIPO can be found under the Integrated MarketplaceThe latest MIPO can be found under the Integrated Marketplace Settlements Workstream folder:

http://www.spp.org/publications/MIPO%20PR20010027%20IM%20Settlements%20Workstream%20V2.4%20Redlined.pdf

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PIRG A ti itiPIRG Activities

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PIRG ActivitiesPIRG ActivitiesThe PIRG has completed the first round of reviews on the Settlements Web Service Definition Language (WSDLs) and DataSettlements Web Service Definition Language (WSDLs) and Data Exchange Guides (DEGs). SPP is making updates based on feedback from the PIRG and will follow the updated timeline below:

When What

2/21/2012 Publish updates to PIRG

2/28/2012 PIRG responds with feedback

3/6/2012 PIRG review meeting3/6/2012 PIRG review meeting

3/20/2012 Settlements specifications published to members

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S i C fSpring Conference Marketplace SettlementsMarketplace Settlements

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Marketplace Settlements Spring Conference

1. Two day face to face meeting at KC Marriott‐Airport

Marketplace Settlements Spring Conference

y g p

2. Register on spp.org Calendar

3 T d M 15 2012 D 1 b i ith l h t3. Tuesday, May 15, 2012, Day 1 begins with lunch at noon followed by meeting from 1:00pm to 5:00pm.

4 W d d M 16 2012 D 2 b i 8 30 d4. Wednesday, May 16, 2012, Day 2 begins at 8:30 and concludes at 11:30.

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Topics for Spring Conference – Day 1

Marketplace Readiness – Settlements Focus


p

• Marketplace Settlements Workstream & CWG Update

• Readiness Timeline – Settlements Impacts

• Training/Education Workshops

• Outreach (Site Visits)

• Website Navigation– LMS Availability

FAQ d Q&A– FAQ and Q&A

– How to Submit Issues

MPRR UpdateMPRR Update

Entity Interaction Diagram (Settlements Focus) – Day in the Life

Bilateral Settlement Schedules

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Integrated Marketplace Settlement Charge Types


g p g yp

• Real‐Time Regulation Deployment Adjustment Amt

• Real‐Time Reserve Sharing Group Amt

• Real‐Time Reserve Sharing Group Distribution Amt

• Miscellaneous Amt

• RNU Uplift Distribution Amt

Vendor Break‐out Session

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O i SUG M k t lOverview SUG Marketplace Activity to DateActivity to Date

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Navigating SUG Page on SPPorg

As mentioned previously, the SUG has been the legacy

Navigating SUG Page on SPP.org

As mentioned previously, the SUG has been the legacy forum for all Settlement Issues.

A significant volume of Marketplace education has been delivered in SUG teleconferences and face tobeen delivered in SUG teleconferences and face to face meetings over the past couple of years.

Past presentations and other reference tools are available via the SUG pageavailable via the SUG page.

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The Reference Tools Link provides educational aids such as the Charge Type Flipchart, IM Dictionary and IM Interaction Diagram.

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2011 and 2010 Fall Settlement User Conference presentations contain significant education on Integrated Marketplace topics.

Market Participant Milestones

Questions?Questions?

Meeting materials available online at:g

www spp orgwww.spp.org

Org Groups > Market Working Group > Settlement User GroupOrg Groups > Market Working Group > Settlement User Group

F f th i f ti t tFor further information contact:

[email protected]‐[email protected]

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