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Single Entry Model (SEM) Weekly Market Call

Single Entry Model (SEM) Weekly Market Call. August 13, 2009 Matt Mereness. Antitrust Admonition. ANTITRUST ADMONITION

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Single Entry Model (SEM) Weekly Market Call

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  1. Single Entry Model (SEM)Weekly Market Call August 13, 2009 Matt Mereness 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. SEM Weekly Market Call Agenda Antitrust Admonition SEM Go-Live Update Market Testing Update Readiness Dashboards SEM Go-Live Criteria and Approval FAQ/ Open Issues Roll-call Questions/Answers Appendix/Supporting Info 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 http://nodal.ercot.com 3

  4. SEM Go-Live Update What is ERCOT doing this week? Stress test of SEM Go-Live Production system Zonal/Nodal Data Consistency Check MPIM - Market Notice out to USAs for MPIM Roles for NMMS Roles available to assign for NMMS USAs were give information on how to assign the roles for SEM Go-Live Note that all users will receive new accounts/user names Users should carefully type in new password. Copy/paste can cause a password reset to be needed. ERCOT (NMMS team) will email users once the access to the NMMS application has been completed In addition, contact your USA to request access to the role needed to allow the ability to download the full network CIM file. Training ERCOT set up one make-up class – Sept 29-Oct 1 Sign up using LMS - https://www.ercottraining.com/lms/default.asp Communications during the week – NOMCRHelp@ercot.com Namespace issues / application questions There was a temporary issue with NOMCRHelp mailbox – now resolved. Please send again if you had difficulty contacting us early this week http://nodal.ercot.com 4

  5. Market Testing Update Test Environment Update: The NMMS Test/Sandbox environment has been refreshed with a "closer-to-production" model reflecting the June 1, 2009 seed (still processing outstanding Service Requests from summer months) If additional ownership issues identified in the newer test model, TSP can request corrections from ERCOT through nomcrhelp@ercot.com Updated NMMS Test/Sandbox CIM model can be requested Updated model from June 1 seed, but not final for go-live Upon request to NOMCRHelp, ERCOT can FedEx the newer populated CIM model to interested TSPs ERCOT will maintain the Test/Sandbox environment up until the final weekend before SEM Go-Live ERCOT is looking to transition users from current accounts to new accounts created using MPIM in the test environment Date to switchover still TBD (only 8 production user requests thus far) ERCOT has provided TSP USAs with list of users in test environment ERCOT can provide TSP users with the contact info for their USA if needed IMPORTANT- Reminder that production access will have different user names and passwords http://nodal.ercot.com 5

  6. SEM Go-Live Market Engagement Dashboard (as of 8/11/2009) http://nodal.ercot.com 6

  7. Overall SEM Go-Live ERCOT/Market Criteria Dashboard Summary of Criteria from TAC-approved SEM Go-Live Procedure(http://nodal.ercot.com/readiness/golive/index.html )

  8. SEM Go-Live Criteria and Approval • Summary of remaining Stakeholder meeting dates for SEM discussion/approval of Go-Live • August • 30-day Market Notice - July 31 • SEM Go-Live Notice (conditional based on TAC/Board approval) • NDSWG – Aug 4 • August 5 Market Notice - Reminder that Aug 15- Aug 30 only emergency SRs accepted (related to reliability, coordinate with ERCOT director of Grid Operations) • TAC - Aug 6 • ROS - Aug 13 We are here • ERCOT publishes results and sign-off from Directors – Aug 17 • TAC Special meeting – Aug 18 7:30am • BOD - Aug 18 • NDSWG - Aug 18 • 10-day Market Notice - Aug 21 • SEM Go-Live - Aug 31 http://nodal.ercot.com 8

  9. Go-Live timeline and activities (continued) • 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 http://nodal.ercot.com 9

  10. FAQ User/password (if you cannot remember your user account/password for the ERCOT network). User name is usually first initial last name (eg, John Smith would be jsmith). If you do not remember either, the password will need to be re-set through the ERCOT Helpdesk (the implementation team cannot administer passwords). if you can’t remember your user name and/or password EMAIL the ERCOT Helpdesk, Helpdesk@ercot.com First and Last name DUNS number Phone number so they can contact you with the new password Service Level Agreement- the SLA for this NMMS testing platform is business hours Monday-Friday. The systems will be kept available after-hours and weekends, but support of questions and system issues will only be worked during regular business hours. Production system access- currently this access is only to the test environments. Work with your USA to assign the appropriate NMMS roles for production access. http://nodal.ercot.com 10

  11. Open Issues / Responses Will there be focused ICCP-only training or a guide for SCADA-focused employees? All TSP users are encouraged to attend the basic training being offered When this training is complete ERCOT will see if there is a desire of MPs to have specialized training for SCADA assignments to build upon the basic training Can an MP modeler set-up new equipment, and then have another user make the ICCP assignment? Yes, the same TSP can have one user establish the equipment in a NOMCR, and a different user can edit the NOMCR to complete the SCADA assignments Can ERCOT set-up a read-only role? By default users are granted read/write privileges Upon an email request to ERCOT can change the access to be read-only Operatorship vs Ownership Line assignment- Legal working on draft of NPRR Service Level Agreement post SEM Go-Live- IT support 99.9% availability, 4 hour recovery Same business support as used for Service Requests Post SEM Go-Live + 60days window for fall-back to Service Requests Post SEM Go-Live + 60days window for NOMCRHelp@ercot.com Guideline discussion Ongoing- from 500 comments, down to 3 significant discussion- see v0.81 from NDSWG agenda http://nodal.ercot.com 11

  12. Open Issues / Responses (cont’d) How can I configure Citrix to allow me to export/import CIM files? Steps: While Citrix and the application are open, there should be a Citrix icon in your taskbar (the ‘Citrix Connection Center’) Double click the icon Click ‘File Security’ Click ‘Full Access’ http://nodal.ercot.com 12

  13. Roll-call and Q&A Roll-call Test environment URL URL- https://gateway.ercot.com/CitrixLogonPoint/Gateway/ Reminder(s): Make up class Enroll at https://www.ercottraining.com/lms/default.asp Test system access request Email nomcrhelp@ercot.com for test system access Populated CIM file request Email nomcrhelp@ercot.com for CIM file Pressing CDs and mailing to TSP upon request Friday and Monday Questions and Answers Next Weekly Market Call- Aug 20, 2009 http://nodal.ercot.com 13

  14. Appendix/Supporting Info What is SEM? Go-Live timeline and activities Training overview and sign-up Dates/ methods to test submissions of NOMCRs http://nodal.ercot.com 14

  15. 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 TSP Current Activity TSP Aug 31, 2009 Submit Modeling Change via Service Request Submit Modeling Change via NOMCR/NMMS Tool (includes ICCP) ERCOT Uploads Svc Request into Zonal Genesys Model ERCOT Copies/Converts Zonal Model “seed” Into Nodal NMMS Model ERCOT Incrementally Converts NOMCR Into Svc Req Uploads into Zonal Genesys Model ERCOT uploads NOMCR Into Nodal NMMS Model to support nodal testing Full Copy Incr. NOMCR Data Consistency Checks are run to ensure model synchronization/fidelity Periodic checks are run to ensure model synchronization/fidelity http://nodal.ercot.com 15

  16. Current Network Operations Model Maintenance for TSPs Periodic full copy and conversion of model (zonal seed used for nodal systems) ERCOT Nodal NMMS Model (nodal testing model- CIM file for EMS/MMS/etc) Submits Service Request to Change Model TSP ERCOT Zonal EMMS Model (system of record through 12/1/2010)

  17. After 8/31/2009:SEM Go-Live Network Operations Model Maintenance for TSP ERCOT enters NOMCRs into zonal model Submits Model Change Request (NOMCR) TSP Nodal Go-Live 12/1/2010 ERCOT Zonal EMMS Model (system of record through 12/1/2010) ERCOT Nodal NMMS Model (nodal testing model- CIM file for EMS/MMS/etc) NMMS Model System of Record ERCOT runs consistency checks to ensure models are aligned and maintained

  18. Network Operations Model Maintenance for Resource & QSE (today and post 8/31/09) ERCOT process ERCOT enters into zonal model Submits ICCP Change via Service Request QSE Submits RARF (Resource Asset Reg Form) via Service Request RE Nodal Go-Live 12/1/2010 ERCOT Zonal EMMS Model (system of record through 12/1/2010) ERCOT Nodal NMMS Model (nodal testing model- CIM file for EMS/MMS/etc) NMMS Model System of Record

  19. SEM Go-Live Update Communication and Calendar 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 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 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 new ERCOT calendar page at: http://www.ercot.com/committees/nodal/eds/sem/index June 8- Testing environment available to TSPs (through Aug 10) June 22- Weekly classroom training for 6-weeks (through July 30) http://nodal.ercot.com 19

  20. 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 http://nodal.ercot.com 20

  21. Go-Live timeline and activities (continued) 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) http://nodal.ercot.com 21

  22. Go-Live timeline and activities (continued) http://nodal.ercot.com 22

  23. Go-Live timeline and activities (continued) • 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 http://nodal.ercot.com 23

  24. 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 Testingsystem 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 (nomcrhelp@ercot.com) • Trainingto 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 http://nodal.ercot.com 24

  25. 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. http://nodal.ercot.com 25

  26. Training (continued)

  27. Training (continued) Phase one (Day one)

  28. Training (continued) Phase two (Day two)

  29. Training (continued) Phase three (SVC)

  30. Training Overview and Sign-Up (continued) • Sign-up for access to test environment starts today • System access begins June 8th • Email request to nomcrhelp@ercot.com • 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- http://nodal.ercot.com 30

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