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Market Trials QSE Qualifications

Stay updated with ERCOT's Market Trials and Qualifications in this weekly report. Topics include antitrust guidelines, outage scheduling, and environment reports. Join the discussions for valuable insights.

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Market Trials QSE Qualifications

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  1. Market TrialsQSE Qualifications Weekly Update January 08, 2010 http://nodal.ercot.com 1

  2. 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. http://nodal.ercot.com 2

  3. Agenda • Anti-trust Admonition • Outage Scheduling Market 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 • Qualification Testing Overview • 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 http://nodal.ercot.com 3

  4. QSE Qualification Call Overview: Market Trials 2010 Roadmap http://nodal.ercot.com 4

  5. QSE Qualification Call Overview: Overview and Scope of Call • All topics will be focused on Outage Scheduling and will serve as the primary means for ERCOT to communicate information to the TSPs and QSEs w/ Resources • Primarily, we will focus on qualification through March 2010 • Standing agenda items will be 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 TSP and QSE Outage Scheduler Qualification • Other non-qualification related agenda items • Nodal Telemetry Outreach Effort • CIM database loads http://nodal.ercot.com 5

  6. Environment Report: Planned / Unplanned Outages • The Outage Scheduler was release to the Nodal Production environment on 1/15/2010 • Planned Outages (note these are outages planned to occur during supported environment hours) • Currently there are no planned outages to report • Unplanned Outages • Currently there are no planned outages to report http://nodal.ercot.com 6

  7. Environment Report: Known Issues • ERCOT will post known issues every Friday to the readiness center at: http://nodal.ercot.com/readiness/markettrials/os/index.html • New issues and resolved issues will be presented and discussed weekly on this call <Review Known Issues Spreadsheet> http://nodal.ercot.com 7

  8. Environment Report: Changes to Supported Environment Hours • Outage Scheduler Environment Availability for February - March 2010 • The Nodal Production Environment will be available Monday – Friday 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 (where applicable) during these internal ERCOT tests • ERCOT will coordinate with MPs when submitting to avoid qualification transactions • Please note that only functionality that pertains to the Outage Scheduler 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 in later Market Trials Phases http://nodal.ercot.com 8

  9. Standing reports and updates: General Reminders / Updates • ERCOT has published the Market Trials Phase 3 Handbooks • Outage Scheduler covering Phase 3.0http://nodal.ercot.com/readiness/markettrials/os/index.html • Real Time Market / LFC covering Phase 3.0http://nodal.ercot.com/readiness/markettrials/rtm/index.html • CRR covering release Phase 3.0http://nodal.ercot.com/readiness/markettrials/crr/index.html • Settlements / COMs covering Phase 3.0http://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 http://nodal.ercot.com 9

  10. Standing reports and updates: General Reminders / Updates • 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 markettrials@ercot.com email address for questions from this point forward • This will begin the phasing out of eds2@ercot.com, eds3@ercot.com and eds4@ercot.com 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) http://nodal.ercot.com 10

  11. Qualification Testing Qualification Testing http://nodal.ercot.com 11

  12. Nodal Production Environment – Access / Location • URLs for access the Nodal Production systems • MIS: https://mis.ercot.com/pps/tibco/mis/ • Outage Scheduler: https://mis.ercot.com/pps/tibco/mis/Click the ‘Applications’ tab in the upper menu. Link to launch Outage Scheduler is in the ERCOT Applications portlet http://nodal.ercot.com 12

  13. 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) • On August 28th, 2009, ERCOT released Nodal Roles to the production MPIM (Market Participant Identity Management) system • Market Participant USA’s 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 http://nodal.ercot.com 13

  14. Nodal Production Environment – Access / Location • Authorization (Roles) – continued • Listing of Nodal Roles (green = required for qualification activities): • Note that certificates to be used for the Web Services Interface need to have the API Certificate checkbox checked http://nodal.ercot.com 14

  15. Nodal Production Environment – Common Information Model / Data Set • Common Information Model (CIM) • ERCOT’s target is to update the CIM in lock step with the zonal schedule • The next scheduled CIM update is this Friday 1/22/2010 • Subsequent dates will be communicated via this call • This version of the CIM will reflect data as of 1/5/2010 • Market Participant Short Names extracted from the 1/5/2010 CIM will be posted to the Outage Scheduler page on the readiness center:http://nodal.ercot.com/readiness/markettrials/os/index.html http://nodal.ercot.com 15

  16. Communications Plan / Issue Management • Weekly Conference Calls: • ERCOT’s primary tool for communicating updates, status and general information will occur on the weekly Thursday Outage Scheduler Market Call. • Information on how and when to attend these conference calls / WebEx sessions is posted here: http://www.ercot.com/committees/nodal/mt/os/index • Emails / Phone Calls to Individual Market Participants: • All communication regarding Market Participant – specific information will be routed through the Nodal Project Manager as identified in the Nodal Market Contacts spreadsheet • A copy of that spreadsheet may be found at: http://nodal.ercot.com/readiness/notices/2009/09/11/09112009_nodal_updating_nodal_contact_information.doc • If you wish to view what contacts are currently on file, please send an email to nodalmarkettransition@ercot.com to request populated version of the spreadsheet. http://nodal.ercot.com 16

  17. Communications Plan / Issue Management • Emails to ERCOT: • At any point during the testing questions or discovered issues may be emailed to markettrials@ercot.com • Outage Scheduler Readiness Center Website • The Nodal Readiness Center will continue to be leveraged for any required documents MPs will need to reference • Currently posted to the Outage Scheduler site: • Outage Scheduler Qualification Checklist • Outage Scheduling Market Trials Handbook v1.0 • Outage Scheduler Readiness Center URL:http://nodal.ercot.com/readiness/markettrials/os/index.html http://nodal.ercot.com 17

  18. Communications Plan / Issue Management • Issue Management – Market Participant Discovered Issues • Market Participants will report all issues using the markettrials@ercot.com distribution • ERCOT will perform triage and determine root cause • If determined to be a variance / defect, ERCOT will leverage our existing defect management process to estimate, analyze and prioritize the resolution • Additionally, ERCOT will maintain a known issues spreadsheet on the Outage Scheduler Readiness center page • Will be updated every Friday by EOB (note that if no new known issues are discovered, the spreadsheet will remain static) • Will only detail those issues affecting the scope of Release 2.1 and any work-arounds available to avoid issues • Will be posted and maintained at: http://nodal.ercot.com/readiness/markettrials/os/index.html • Known issues will be added as a standing agenda item on the weekly Outage Scheduler Market Call http://nodal.ercot.com 18

  19. Market Participant Web Service and User Interface Qualification • ERCOT will qualify TSPs and QSEs based on their proven ability to submit, query and cancel the specified market transactions • MPs may elect to use the Outage Scheduler User Interface or the External Web Services interface • Qualification will take place between Feb 1, 2010 and March 30, 2010 http://nodal.ercot.com 19

  20. Market Participant Web Service and User Interface Qualification • MPs who completed qualification during the 2007/2008 market trials: • Will self-qualify and are not required to conduct a two-hour conference call with a member of the Market Trials testing team. • Self-qualification will consist of completing a transaction checklist (see sample – next slide) stating the date / time of each submittal • Send completed checklists to markettrials@ercot.com for verification • Once the checklist is verified, ERCOT will send a confirmation email and completion report • New MPs (since 2008) • Will qualify during a conference call with the Market Trials team • These QSEs will be able to pose questions and be supported through the conference call • Typical conference call will last 1 – 2 hours • QSEs that have qualified previously may exercise this conference call as an option http://nodal.ercot.com 20

  21. Market Participant Web Service and User Interface Qualification • Sample checklist: • Note that the far right column details who that transaction applies to • Qualification will be tracked via a dashboard posted weekly tohttp://nodal.ercot.com/readiness/markettrials/os/index.html http://nodal.ercot.com 21

  22. External Interfaces Specification External Interfaces Specification document describes how to interact with ERCOT using machine-to-machine interface • v1.19 posted on the Readiness Center at http://nodal.ercot.com/readiness/sandbox/documents/index.html • Content/organization of document • Services Organization • Market Transaction Service • Market Information • Notifications • Acknowledgement of Alerts • Outage Scheduling Interfaces • Utility Interfaces • Reports • Resource Parameter Transaction Service • Registration Interfaces • Verbal Dispatch Instructions http://nodal.ercot.com 22

  23. Q&A Q&A / Open Forum http://nodal.ercot.com 23

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