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Weekly Update: December 6, 2013 Market Trials Meeting

This is the agenda for the weekly update meeting for the market trials. It includes debriefs, analysis, announcements, updates, settlements, and more.

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Weekly Update: December 6, 2013 Market Trials Meeting

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  1. Market Trials Weekly Update – Friday Meeting December 6, 2013

  2. Agenda • IDT Debrief: 9:00 – 10:00A • IDT Conditions, 9:00-9:10A • IDT Report Review: IDT 11/19 and IDT 11/21, 9:10-9:30A • IDT 12/3 Preliminary Debrief, slides for reference only • IDT 12/5 Preliminary Debrief, 9:30-10:00A • Analysis: 10:00 – 10:20A • Parallel Ops Participation and QuickStart Reminders, 10:00-10:10A • Scenario Analysis, 10:10-10:20A • Look-Ahead: 10:20 – 10:50A • Announcements and Release Updates, 10:20-10:30A • Look-Ahead, 10:30-10:40A • Updates, 10:40-10:50A • Release Scorecard • Migration Report • Known Issues Log • Settlements: 10:50 – 11:00A

  3. IDT Conditions page 1 of 2 • IDT Conditions posted to spp.org here spp.org > Integrated Marketplace > Market Trials > Integrated Deployment Test Casey Cathey

  4. IDT Conditions page 2 of 2 Casey Cathey

  5. IDT 11/19 Report IDT reports to be posted to spp.org here7 calendar days after each IDT spp.org > Integrated Marketplace > Market Trials > Integrated Deployment Test IDT 11/21 Report IDT reports to be posted to spp.org here7 calendar days after each IDT spp.org > Integrated Marketplace > Market Trials > Integrated Deployment Test Brian Strickland / Carrie Simpson

  6. 12-03-13 Deployment Test Debrief • Overall the Third Deployment test was another great success • Overall SPP BA ACE and frequency were in acceptable ranges throughout the duration of the test • EIS BA’s had no problems switching from EIS setpoints to IM setpoints and back again • No major problems were reported by SPP or the MPs during the test • Able to start and stop the test on time as scheduled with no delay, reduction or extension For Reference only

  7. 12-03-13 Deployment Test Debrief • Though a “Success” there are things we can improve upon • MATCHING EIS and IM Offers – Parallel Operations vs. IDTs • During all of Parallel Operations EIS offers, unit parameters and Ancillary Service plans should closely track to those in the IM • The Parallel Operations MP Guide describes a close tolerance between EIS and IM that applies to all of Parallel Operations • For IDTs SPP needs MPs to start matching offers 4 hours prior to IDTs to allow time to work out any mismatches – by the time the open calls start all mismatches should be worked out • For IDTs getting Ancillary Service plans consistent is critical for all hours of the tests For Reference only

  8. 12-03-13 Deployment Test Debrief • Though a “Success” there are things we can improve upon • Participants need to be on the calls when they start 60 minutes prior to each IDT • When the calls were initiated there were BAs and MPs that needed to be individually contacted to get them to call in and give a “Go” vote. • Minor problems were addressed quickly and didn’t create any reliability concerns • COP True-up wasn’t dealing with a specific unit correctly and SPP worked with the MP to manually get the unit on-line. For Reference only

  9. 12-05-13 Deployment Test Debrief • Overall the Fourth Deployment test was another great success • Able to start and stop the test on time as scheduled with no delay, reduction or extension • EIS BA’s had no problems switching from EIS setpoints to IM setpoints and back again • Smooth entry into the test • No major problems were reported by SPP or the MPs during the test • Saw a number of schedule changes throughout the IDT – no issues • Line came of at 0800 – no issues Brian Strickland / Carrie Simpson

  10. 12-05-13 Deployment Test Debrief • Though a “Success” there are things we can improve upon • Slightly out of balance ~0800 • CPS 2 violation during the test from 0800 – 0810 • MATCHING EIS and IM Offers – Parallel Operations vs. IDTs • During all of Parallel Operations EIS offers, unit parameters and Ancillary Service plans should closely track to those in the IM • The Parallel Operations MP Guide describes a close tolerance between EIS and IM that applies to all of Parallel Operations • For IDTs SPP needs MPs to start matching offers 4 hours prior to IDTs to allow time to work out any mismatches – by the time the open calls start all mismatches should be worked out Brian Strickland / Carrie Simpson

  11. 12-05-13 Deployment Test Debrief • Though a “Success” there are things we can improve upon • SPP wants to understand what is preventing MP Resources from following deployments • Please follow deployments • Please communicate any issues with SPP • Participants need to be on the calls when they start 60 minutes prior to each IDT • All BA’s were on the call on time – Thank You! • 4 MPs needed to be individually contacted to get them to call in and give a “Go” vote. Brian Strickland / Carrie Simpson

  12. Integrated Marketplace RTBM Submissions • Currently, SPP is having to request updates to IM offers just before IDTs to be consistent with EIS offers • During Parallel Operations, members should keep Integrated Marketplace offers consistent with EIS offers From the Parallel Operations MP Guide: • SPP has begun to track EIS vs IM offer percentages, and will send a reminder email each week to all MPs who are not participating consistently • Market Participants shall update RTBM submissions as follows: • If a unit goes offline or comes online in the EIS market, update RTBM submissions • If a unit’s min/max capacity changes by >10% or 5 MW, whichever is greater, in the EIS market, update RTBM submissions • If a unit’s offer curve changes by >10% or $2 per 5 MW, whichever is greater, in the EIS market, update RTBM submissions Casey Cathey

  13. Quick Start Resources • In Marketplace there a two different types of quick start resources • Quick Start resources similar to “Quick Start Status” in EIS Market • Dispatched only in the RTBM • No Start instruction sent to MPs • Resources that can quickly get online (less than 10 minutes) and qualified for off-line supplemental • Committed by SPP in RUC or Contingency Reserve Deployment process • Start Instructions are sent to MPs Carrie Simpson

  14. Quick Start Resources Carrie Simpson

  15. TRL-01: MP Participation in Parallel Ops • Reminder!Participation in Parallel Ops is still being tracked via Readiness Metric TRL-01 • As of 12/6, the metric is REDdue to insufficient participation by one BA (KBPU) • The status of the Readiness Metrics as of 12/20 will be included in the 12/27 FERC Readiness Filing • The status can go back toGREENif Target Mass participates sufficiently (i.e. in at least 80% of the ODs) during the first part of December • Metric measurement criteria is available in v5.0 of the Readiness Metrics posted in the Readiness folder Erin Jester

  16. OPS-16: MP Response to Deployment Testing • Reminder!Participation in Deployment Testing is being tracked via Readiness Metric OPS-16 • In order to be GREEN, one or more of the MP’s online units must respond to dispatch instructions during a deployment test • Participation in IDT calls (pre, post, and test) is required for MPs with online units • The status of the Readiness Metrics as of 12/20 will be included in the 12/27 FERC Readiness Filing • Metric measurement criteria is available in v5.0 of the Readiness Metrics posted in the Readiness folder Erin Jester

  17. Preliminary Scenario Results • Scenario 24 Re-pricing ran Tuesday Dec 3 • SPP recalculated Real-Time LMP and MCP prices for the interval(s) listed below due to bad or missing SCADA for operating day 12/04/2013 • Substitute prices will be included on the initial settlements statements 7 days from the OD • Repricing on initial settlements statement will be posted on 12/11/2013 • Re-calculated prices are available on the IM Portal in the Public Data section • Intervals (CPT): • 12-04-2013 09:25 12-04-2013 09:30 • 12-04-2013 09:35 12-04-2013 09:40 • 12-04-2013 09:45 12-04-2013 09:50 • 12-04-2013 09:55 12-04-2013 10:00 • 12-04-2013 10:05 12-04-2013 10:10 • 12-04-2013 10:15 12-04-2013 10:20 • 12-04-2013 10:25 12-04-2013 10:30 • 12-04-2013 10:35 12-04-2013 10:40 Alan Adams

  18. Scenario Results • Scenario 15 Commitment Mismatch Part 2 • Successfully executed on Nov 25 for OD Nov 26 • 20 Resources participated • Resources with commit status of “Outage” recommended for Call Off • Scenario results were posted to the UI and notifications were generated and sent • If MPs did not see their commitment due to the COP True Up process, MPs can check their past commitments in the MUI • Resources Offers tab: Date > Resources > Resource Name > Commitment History Alan Adams

  19. Scenario Tracker as of Dec 4 • Summary – Scenarios in Parallel Ops: • 1 Scenario and 2 Partial Scenarios Executed successfully to date: • Scenario 7 Must Offer pending Settlements results • Scenario 28a Successful • Scenario 15 Commitment Mismatch Part 2 • Summary – Retests Pending: • 13 individual retest requests pending • 6 MPs requested retest for Scenario 34 • 3 MPs requested retest for Scenario 2 • 1 MP requested retest for Scenario 3 • 2 MPs requested retest for Scenario 12 • 1 MP requested retest for Scenario 33 Ginny Watson

  20. webMirroring Disabled Dec 16 Casey Cathey

  21. Start Practicing Tags Casey Cathey

  22. MOS 1.9 Functionality • Functionality Coming in 1.9 • FERC Mitigation Changes • Pre-RTBM now has Time Coupled scenarios available (previously just non-time coupled, now both are available) • RTBM DVER MCE Logic • External Interfaces NNLLimits Fixes • RRC Additional Functionality • RTBM EDR Fixes • Markets UI, Validation, and Web Service fixes • Internal Scenario Retests with 1.9 • New Mitigation FERC Changes • Scenarios: 16.1, 16.2, 16.3 • KIL #742 • Scenarios: 5.1, 5.2, 6.1, 6.2 • Known Issues Log Coming in 1.9 • 706, 817, 781, 139, 262, 467, 724, 752, 837, 786, 787, 793, 796, 822, 820, 815, 813, 812, 810, 806, 805, 804, 827, 742, 771, 789, 794, 823, 811, 848 Carrie Simpson

  23. MOS 1.9 Testing Approach • Accelerated installation schedule is planned to comply with the 1/1/14 system wide freeze • All regression testing and defect retesting planned to complete by 12/20 (before Holiday breaks) • Extended hours and weekend work to sprint through testing to make 12/20 goal • 1.9 and 1.9Plus Testing Approach • Full regression of new Mitigation FERC Changes • Full MCE Regression • Standard regression and defect testing across all functional areas • Risks: • Resource time and capacity constraints for accelerated testing schedule • Mitigating risk by working additional hours • SPP has seen approximately a 10% defect failure rate from previous releases • Pending the failure rate of 1.9 and 1.9Plus, and what defects fail in these releases, there is a potential the system freeze will be at risk • If another patch is required after 1.9Plus, it will move testing into January Carrie Simpson

  24. MOS 1.9 Testing Approach • MOS 1.9 Install Schedule • PROD: 12/30/13 • Mos1.9Plus Install Schedule • PROD: 12/30/13 Carrie Simpson

  25. Announcements • Second Dual listener working as of R1.8 • Scenario 29 RSG will be run Monday Dec 16 • Originally scheduled Tuesday Dec 17 Ginny Watson

  26. Announcements • Posting TCR model through True Share now Wendy Reynolds

  27. Announcements IDT Schedule Updates on Parallel Ops Calendar on spp.org spp.org > Integrated Marketplace > Market Trials > Integrated Deployment Test (as part of Parallel Ops) • IDT Call on Dec 17 2:30a – 8:30a 4hr IDT begins at 3:30a Originally scheduled 12/17 for 9:30P to 12/18 1:30A • IDT in January to cross midnight (TBD which one) • IDT times listed on the calendar reflect the call start times IDT Calls begin 60 minutes before the IDT officially starts Casey Cathey

  28. Dispatch Simulator • *Scenario document on spp.org here • spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents > Scenarios in Parallel Ops 0:00 12/06 to 23:59 12/09 • MPs should offer their Resources as they expect to do in Production • SPP will not be running any COP True-ups • Commitments will only come from DBDA, DA Market, DARUC, IDRUC, and MP Self Commitments • MPs should be looking at commitment notifications and understand that this is how SPP expects to run at Go Live • SPP will overwrite meter settlement data for the four Operating days Dec 6, 7, 8, and 9 with RTBM setpoint instructions Alan Adams

  29. Look-Ahead: Nov 25 – Dec 1 Parallel Ops Calendar on spp.org spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents • Settlements details on the Settlements Calendar marketplace.spp.org > Public > Settlements > Calendars Dec 9: IDT Prep Call 3P Dec 10: IDT Call 12:30 – 4:30P Dec 11: Scenario 31 BDR Scenario 13 DDR IDT Debrief and Prep Call 3P Dec 12: IDT Call 5:30A – 10:30A Dec 13: Parallel Ops/Go Live Checkpoint & IDT Debrief 9A IDT Sunday Dec 15 Prep Call Non-Functional Scenario 10:00P – 12:00A Dec 15: IDT Call 11:30A – 5:30P Ginny Watson

  30. Scenario 31 BDR w/ Settlements • *Scenario document on spp.org here • spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents > Scenarios in Parallel Ops • Scenario Description • Verify functionality specific to BDRs • MP Activities • Verify that BDRs have valid offer data for all products • Ensure all required real-time measurements are defined and being submitted to SPP via ICCP • Submit hourly DRL forecasts when required for BDR resources • Verify that Dispatch Instructions are received via XML the same as other Resources • Submit meter data for time that BDR is dispatched Alan Adams

  31. Scenario 13 DDR w/ Settlements • *Scenario document on spp.org here • spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents > Scenarios in Parallel Ops • Scenario Description • Verify functionality specific to DDRs • MP Activities • Verify that DDRs have valid offer data for all products • Offers should be such that DDR will clear and be dispatched • Ensure that all required real-time measurements are defined and being submitted via ICCP • Submit hourly DRL forecasts when required for BDR and Calculated DDR resources • Verify that Dispatch Instructions are received via XML the same as other Resources Alan Adams

  32. Non-Functional Testing • *Scenario document on spp.org here • spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents > Scenarios in Parallel Ops • Scenario Description • SPP will simulate an outage at the Chenal facility for Reliability and Markets redundancy • Non-Functional Test includes critical Tier 0 and Tier 1 components to demonstrate that those systems can be entirely supported and function independently in the back-up Operations Data Center in Maumelle • Expected Result • EMS is fully functioning with RTGEN for CBA • ICCP is fully functioning and sending setpoint instructions • Marketplace Portal User Interface and API is available for data entry and retrieval • Web Services (RTO_SS) is available • Markets system is fully functioning and solving RTBM for approximately one hour • Email is available for sending and receiving communication Casey Cathey

  33. Non-Functional Testing • MP Activities • MPs should continue normal operations with no expected downtime. • If any unexpected results occur, please submit a detailed RMS Ticket here • Verify the following during Non-Funct Testing Dec 13 at 10P – Dec 14 at 12A CPT • ICCP setpoint instructions are received • XML notifications are received • Marketplace Portal User Interfaces and API’s are available for data entry and retrieval Casey Cathey

  34. Schedule Dec 9 - 15 • Dec 9: IDT Prep Call 3P • Dec 10: IDT Call 12:30 – 4:30P (2 hr test begins at 1:30P) • Dec 11: Scenario 31 BDR • Scenario 13 DDR • IDT Debrief and Prep Call 3P • Dec 12: IDT Call 5:30A – 10:30A (3 hr test begins at 6:30A) • Dec 13: Parallel Ops/Go Live Checkpoint & IDT Debrief 9A • IDT Sunday Dec 15 Prep Call • Non-Functional Scenario 10:00P – 12:00A • Dec 15: IDT Call 11:30A – 5:30P (4 hr test begins at 12:30P) Ginny Watson

  35. Schedule Dec 16 - 22 • Dec 16: Scenario 29 RSG • webMirroring Disabled • IDT Debrief and Prep Call 3P • Dec 17: Scenario 11 EDR • IDT Call 2:30A – 8:30A (4 hr test begins at 3:30A) • Dec 18: CWG • IDT Debrief and Prep Call 3P • Dec 19: IDT Call 5:30A – 9:30A (2 hr test begins at 6:30A) • Dec 20: Parallel Ops/Go Live Checkpoint & IDT Debrief 9A • MP Readiness Cert Form Ginny Watson

  36. Migration and Maintenance Report Migration and Maintenance Report posted to spp.org spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents Wendy Reynolds

  37. Release Scorecard Release Scorecard posted to spp.org: spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents Ginny Watson

  38. Known Issues Log • Please review the Market Trials Known Issues Log on spp.org spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder Carrie Simpson

  39. Known Issues Log Carrie Simpson

  40. Market Trials Useful Resources Integrated Marketplace Parallel Operations Project Documents spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents • Parallel Ops Presentations, Statistics, MP Meetings Folder • Parallel Ops Reference Documents Folder • Scenarios in Parallel Ops Folder > Scenarios Schedule • Parallel Ops Communication Plan • Parallel Ops MP Guide • Parallel Ops Calendar • Known Issues Log • Release Scorecard • Migration Report Integrated Deployment Test (as part of Parallel Ops) spp.org > Integrated Marketplace > Market Trials > Integrated Deployment Test • IDT MP Guide • Parallel Ops Calendar Additional documents: • Settlements Calendarmarketplace.spp.org > Public > Settlements > Calendars • Change Trackerspp.org > Integrated Marketplace > Marketplace Documents • Integrated Marketplace Structured/Unstructured Test Project Documents spp.org > Integrated Marketplace > Market Trials > Structured / Unstructured Test> Integrated Marketplace Structured / Unstructured Test Project Documents

  41. Settlements Status • The November ETSE release was moved into production 12/5/2013. • Included the following charge types: DaDRHrlyAmt , DaDRDistHrlyAmt, RtDR5minAmt, RtDRDistHrlyAmt • DaGFAAoAmt, DaGFAAoMnthlyAmt, DaGFAAoYrlyAmt, RtRnuMnthlyAmt, RtRnuYrlyAmt were also included but (as previously communicated) due to recent FERC changes the final version of these will be in the December release • The 12/1 initial and the 11/23 final are the first Operating Days processed using this new release Brent Wilcox

  42. Settlements Status • The December release is due from Alstom today (12/6/2013). This release is what we will take into the code freeze (installed into production early January). Brent Wilcox

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