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May 10, 2006 Holyoke, MA APX, Inc.

NEPOOL GIS Program Account Holder Training Course. May 10, 2006 Holyoke, MA APX, Inc.

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May 10, 2006 Holyoke, MA APX, Inc.

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  1. NEPOOL GIS Program Account Holder Training Course May 10, 2006 Holyoke, MA APX, Inc. "The material herein was developed under contract for the NEPOOL GIS program by APX, Inc. All information contained herein is to be handled and considered as NEPOOL Proprietary. No right, title, or interest in any entity other than NEPOOL is granted."

  2. GIS Training - Agenda • 8:30 - 8:45 Introductions and Goals for the Day • 8:45 - 9:00 NEPOOL GIS Overview – System Administrator Role • 9:00 - 9:30 Getting Started – Registering an Account – Managing Modules • 9:30 - 11:00 Creating Generators (NEPOOL, Non-NEPOOL, Import), Managing their Registration Information, Creating Obligation Sub-Accounts, and Managing Load Assets (Billable and Non-Billable) • 11:00 - 11:15 Break • 11:15 -12:15 Managing and Reviewing Data – Attribute Entry Period (Emissions and Self Reporting), Forward Transfers, Load Obligation (Retail and Wholesale), Generator State Programs (Regulators) • 12:15 – 1:15 Lunch • 1:15 – 2:15 Certificate Creation – Opening the Trading Period, Transfers, Banking, and RPS Compliance • 2:15 – 3:15 Closing the Trading Period – Residual Mix and Certificate Disposition • 3:15 – 3:30 Break • 3:30 – 4:00 GIS Billing • 4:00 – 4:30 Q&A

  3. GIS – Goals for the Day • Understand the purpose of the NEPOOL GIS • Get to Know the Players – Who’s who, and why would they use GIS • Leave today with a strong grasp of the GIS – its Functions and its Timelines

  4. Part I: What is the NEPOOL GIS

  5. What is the NEPOOL GIS? • GIS is a multi-purpose tracking program: • Tracking all Generation – NEPOOL, behind-the-meter, and imported power from adjacent control areas. • Tracking all Load – by Load Asset, billable or not, for all Load assets in NEPOOL. • Tracking all emissions – providing regional, quarterly reports for all self-reported emissions. Unreported emissions are replaced with proxy data and State Program Attributes are removed. • Create Certificates for every 1MW of generation, renewable or not. • Facilitate and Track RPS Compliance. • Accounting Mechanism for Certificate Transaction. • Reporting Capabilities for a multitude of Public, Private, and Regulator data needs.

  6. GIS Overview – Timeline • Quarterly Trading Periods – 2 months in length • Q1 Trading Period July 15th – September 16th • Q2 Trading Period October 15th – December 16th • Q3 Trading Period January 15th – March 16th • Q4 Trading Period April 15th – June 16th • Attribute Entry Period for Upcoming Trading Period • ~25 Days, beginning at Trading Period End, and ending 5 days prior to Trading Period Begin • CEM Units follow a different Emission Entry Period • Certificate and Obligation Creation • 5 days prior to Trading Period Begin • Annual Data and Compliance • End of the Q4 Trading Period – June 16th

  7. GIS Overview – The Participants • Generator Owners • NEPOOL Generators all the way down to Home Owners – everyone can have an account and generate Certificates • Load Serving Entities • If you serve load in NEPOOL, the GIS is creating your Obligation • Traders • The GIS serves as a Certificate account mechanism for the physical transfer of the Certificates • Regulators • Provides access to account information and data for purposes of tracking State RPS Compliance • System Administrator • Responsible for all of the day-to-day operations of the system

  8. GIS Overview – Participant Responsibilities • Account Holder Role & Requirements • Account Holder & Generating Unit Registration and Registration Updates • Monthly Emissions • Fuel Type %’s, Manual Generation Data Entry • Import & Export Unit Contract Claims • Certificate & Obligation Management • Subaccount Management to Meet State Regulation Compliance • GIS Administrators Role & Requirements • Approve Registration & Perform Account Holder Registration Updates • Freeze Attribute Entry, Open & Close Trading period • Create & Distribute Certificates & Obligations • Publish Reports

  9. Part II: Getting Started

  10. Getting Started: System Requirements Minimum System Requirements • Any system capable of running Internet Explorer. Version 5.5 or higher recommended • APX QA has validated NT 4.0 SP6 and Windows 2000. • Larger monitors with resolution >= 1024x768 may be helpful for viewing large reports. • Netscape is NOT SUPPORTED! • Some issues for Apple Users are known as well • 28.8K min connection to the Internet. • the higher the better, particularly for system help.

  11. Getting Started: GIS Home www.nepoolgis.com • Login • Register • E-mail Admin • Admin Phone • Program Info • Account Holder Info

  12. Getting Started: Account Holder Registration • Existing Account Holders access the system via the “Members Login” link • Register for a new account via the “New/Register” link at the top of the GIS Homepage. • Registration of Account Holders is an on-going process • Access to the system is not granted until the GIS Administrator has approved the new account request

  13. Getting Started: Account Holder Registration Three Categories 1. Generator 2. Load Serving Entity (LSE) • Trader *There is a fourth option – Regulator – however it requires the GIS Administrator to activate

  14. Getting Started: NEPOOL Participant Registration • Account Type = Generator, and/or LSE, and/or Trader • NEPOOL Member = Check • DUNS Number = Company’s Dun & Bradstreet Number • NEPOOL ID = Company’s NEPOOL ID Required to connect to your company’s MSS data • Parent Company Name = Affiliation • Company Name = N/A (Provided by the MSS)

  15. Getting Started: Non-NEPOOL Participants • Account Type = Generator, and/or LSE, and/or Trader • NEPOOL Member = Leave Blank • DUNS Number = N/A • NEPOOL ID = N/A • Parent Company Name = Affiliation* • Company Name = Required* *NOTE: For home owners or participants not affiliated to a company, your name can be used.

  16. Getting Started: Participant Registration

  17. Getting Started: Account Registration Process 3 1 2 http://www.nepoolgis.com 4 6 5

  18. Getting Started: Non-NEPOOL Participants Process 1 2 4 3

  19. Getting Started: Administrator's Role & Function in Account Holder Registration 1 2 3 6 5 4

  20. Getting Started: GIS Registration Steps GIS Account Holder • Step 1: Select the “New/Register” line on the www.nepoolgis.com web site. • Step 2: Fill-in the information required on the New Account Application, Submit for Approval. • Step 3: For Non-NEPOOL Members - Non-NEPOOL Participant Account Holder Agreement Download Box and the Non-NEPOOL Participant Account Holder Agreement • Step 3: For NEPOOL Members - Read screen message. • Step 4: Open e-mail from GIS Admin and select URL to Activate Account. • Step 5: Log-in to activate account. • Step 6: Read screen message and close session. GIS Administrator • Step 1: GIS Admin opens e-mail from New Account Applicant. • Step 2: GIS Admin Logs-in and reviews the Admin Inbox Module. • Step 3: GIS Admin reviews the new Account Information. GIS Admin takes one of three actions on the new account {Save & Approve, Need Info, Reject}. • Step 4: GIS Admin selects “Need Info” option, the status of the new account is now “Need Info”. GIS Admin selects “Save & Approve”. • Step 5: GIS Admin views the new account in the Public Report of GIS Account Holders. • Step 6: GIS Admin approval sends automated “Account Approval” email to GIS Account Holder.

  21. Getting Started: Get Logged In • Login Name • Password • Remember My Login Name • Trouble logging in? • Not a Member? Register Here • Public Reports • Message Notification Module - Public Messages Only

  22. Getting Started: Setup your screen – “My Page” • Left Column Modules • Select • Order • Right Column Modules • Select • Order

  23. Getting Started: Account Management - Logins Login Management • Module available only to Account Administrator • Create Unlimited Additional Account Logins • Two Account Types • Full Functionality Accounts • View Only Accounts • Once the Additional Account Login Created • Activate & Deactivate Login • Change Privilege Step 1 - Select “Login Management” 1 Step 2 - Select “New” 2 Step 3 - Create New Login by Entering Login Information Step 4 - View New Login 3 4

  24. Part III: Create Generators

  25. Create Generators: Generator Registration 1 4 3 2 5

  26. Create Generators: NEPOOL Generator Registration Application/Information Page 1 Top Section • NEPOOL Participant • NEPOOL Generator For new GIS Account Holders with existing NEPOOL Generators – upon logging in, their units will automatically display in this module. New NEPOOL Generators added after account creation will also display here, as “Pending”, after loaded by the GIS Administrator.

  27. Create Generators: Non-NEPOOL Generator Registration Application/Information Page 1 Top Section • Non-NEPOOL Participant or • NEPOOL Participant • Non-NEPOOL Generator Non-NEPOOL generators must be created by the Account Holder. A link is provided, as circled, to initiate the creation process. 15

  28. Create Generators: Import Generator Registration – Review Active Units From the import module, a GIS User can review all of the registered Import Generators that are currently being used in the GIS. Import units, like Non-NEPOOL Units, must be created by an Account Holder. Import generators are special - Once created, they are accessible to all Users and do not need to be created for each importing entity.

  29. Create Generators: Import Generator Registration Application Page 1 Top Section • If the Import Generator was not registered, the registration screen can be accessed using these steps: • From the Import module, select “Unit Contract Certificates” • Select “Not Registered” • Complete registration

  30. Create Generators: Generator Registration Application Page 1 Bottom Section + Page 2 For all generating units: Page 2 Page 1 Submit for Approval

  31. Create Generators: Administrator’s Role & Function in Generator Registration 1 2 3

  32. Managing Generator Information: Generator Information Management Access the newly registered generator’s registration information via your Asset Management module, or via the Import Generator Asset Management module. Note that not all fields are editable after GIS Administrator approval. For editing of these fields, contact the GIS Administrator. Save all changes prior to exiting the session.

  33. Generator Registration Summary GIS Account Holder • Step 1: Open e-mail from GIS Admin notifying the participant they have been approved. • Step 2: Log-in • Step 3: Review Asset Management Module to register Generators. • NEPOOL Participant select each unit in the “Plant-Unit”column. • Non-NEPOOL Participant select “Register Non-NEPOOL Generator”. • Import Units use the Import Module • Step 4: Fill-in the information required on the “Generator Information” or “New Generator Application” Form and “Submit for Approval”. Must fill-in one form for each unit. • Step 5: Read screen message and close session when finished. GIS Administrator • Step 1: GIS Admin Logs-in and reviews the Administrators Inbox Module under Generation Approval and selects each generator under the Plant-Unit column. • Step 2: GIS Admin reviews the Generator Registration information. GIS Admin takes one of two actions on the new generator {Save & Approve or Need Info} • Step 3: GIS Admin views the new generator in the Asset Management Module of the Participant’s My Account page after impersonating their account.

  34. Part IV: Sub Accounts and Load

  35. Sub Accounts and Load: Sub-Account Creation Sub-Account Creation and Management is initiated from the Sub-Account Summary section of the Account Status Module of your GIS Account.

  36. Sub Accounts and Load: Sub Account Creation and Management • Sub Account Summary • List of all the Account Holders Sub Accounts • State the Sub Account Represents • Obligations & Certificates in Sub Accounts • Create, View & Edit Sub Accounts • Naming Account Holder Specific • State Selection Account Holder Specific • Attribute Laws Apply - GIS Operating Rules • Use in Current Trading Period Selection (Off/On) • Serving LSE Nomenclature Issue Step 1 - Select “Create New Sub Account” 1 Step 2 - Create New Sub Account by Entering Information 2 Step 4 - Edit New Sub Account Step 3 - View New Sub Account 4 3

  37. Sub Accounts and Load: Load Asset Review • Registered Load Assets can be reviewed • Using specific Account Holder Reports in your GIS • Account. • My Load Asset ID – A report that lists all load assets currently registered to this GIS Account, including their billable/non-billable status • My Load Asset Detail – Current – A report that lists your load assets, and the load quantity per asset for the upcoming billable month • My Billable Amount – A report that displays the GIS Bill for the most recent billable month. Data displayed in this report is for billable load assets only. • My Load Asset Detail – Similar to My Load Asset Detail – Current, except that is provides the same report for past month’s data.

  38. Sub Accounts and Load: My Load Assets Using the My Load Asset ID report, GIS Account Holders can review the billable/non-billable status of their registered Load Assets. Any changes to the Billable status begins with an exemption filing with the ISO-NE, followed by a change in the GIS. All changes to Billable status in the GIS can only be executed by the GIS Administrator.

  39. Part V: Managing and Reviewing Data

  40. Managing and Reviewing Data: Attribute Entry Period The Attribute Entry Period is the 25 day period just prior to the opening of the next Trading Period, highlighted in the Account Status Calendar in YELLOW. Account Holders use the Attribute Entry Period to review loaded ISO-NE data (both generator and load), Self-Report Generation for Non-NEPOOL Units, and enter Emissions for all Generating Units. NOTE: The Attribute Entry Period is not the only time that data can be entered – data can be entered at any time, as long as it is a past month.

  41. Managing and Reviewing Data: My Data Account Holders can review their data directly using the Account Summary Module. Selecting the quantity in each section displays detailed reports for each. Load: Displays the monthly wholesale load as a single quantity, and the monthly retail load by asset, including MMA Exports: Displays the monthly exported quantity by contract ID. Imports: Displays the monthly imported quantity, by contract ID and NERC Tag. Generation: Displays the monthly generation quantity, by Asset – including MMA.

  42. Managing and Reviewing Data: My Data • Similar data reports are also available via the Account Holder Reports section of GIS: • My Generation: Displays monthly generator data, by month, including MMA. • My Load: Displays monthly wholesale load position, including MMA. • My Imports: Displays import quantities by Contract ID and NERC Tag. • My Exports: Displays export quantities by Contract ID and NERC Tag.

  43. Managing & Reviewing Data: Self-Reporting and Emissions After all of the data has been reviewed, Account Holders use their Asset Management module to self-report generation for Non-NEPOOL Units, split Fuel for multi-fueled units, and report emissions for all generation.

  44. Managing & Reviewing Data: Attribute Entry – Things to remember • Generating Units with CEM – Continuous Emissions Monitoring – Emission entries are due 25 days prior to Certificate creation. • Failure by CEM Units to enter emissions, or failure to correct invalid emissions entries could result in action by State Regulators. • For all Generating Units – Renewable Fuels in Particular – Failure to enter emissions prior to the end of the Attribute Entry Period will result in loss of State RPS Program Qualification for the month that is missing emissions in the upcoming Trading Period. • Per GIS Operating Rule 2.3(b) – Single Fuel source generators of either Hydroelectric/Hydropower, Geothermal, Nuclear, Ocean, Solar or Wind are not required to enter their emissions. This is due to emissions for these fuels always being zero (0). • For Non-NEPOOL Units – Failure to enter whole MW generation quantities for the upcoming Trading Period will result in loss of Certificates for the applicable time period. If acquiring 1MW takes multiple months, this rule does not apply.

  45. Managing & Reviewing Data: Claiming Imports • Check Data for MSS Accuracy • Take No Further Action • GIS will Create System Mix Certificates from the Importing Control Area • Import Module • Select # under the “Unit Contract Certificates” Column • Imported Energy Page • View under the “Source” Column “System” is the Source for the System Contract • View under the “Claimed” Column “NA” • Account Holder is unable to Claim Unit Contract Certificates from System Contract MSS Data.

  46. Managing & Reviewing Data: Claiming Imports Step 1 - Select # under the “Unit Contract Certificates” Column Step 3 - Enter the Amount MWh Claimed, Required to Fax the GIS Admin with Proof of Unit Generated the Claimed Energy and Certification, select “Claim” 1 3 Step 2 - Select the “No” under the Claimed Column 2 Step 4 - View “Yes” under the Claimed Column 4 Step 5 - View “#” under the “Pending Unit Contract Certificates” 5

  47. Managing & Reviewing Data: Import Generators need Emissions too For Import Generators, the same rules apply for emissions with regards to State Program eligibility. It is the importing Account Holder’s responsibility to enter the emission for the Import Generator Step 1 - From the Import Module, select “Import Generators” Step 2 - Select Date in the “Update Emission” Column. Step 3 - Enter the Emissions and Fuel Split for the Month of the Unit Contract Claim.

  48. Managing & Reviewing Data: Things to remember about imports • Import Units must be from an adjacent Control Area – This is a GIS Operating Rule, and not a NEPOOL State rule. • When the power is physically scheduled into the ISO-NE EES, don’t forget the External Unit ID in the non-standard field. The External Unit ID is what triggers the GIS to recognize the import as having the potential for unit specific claims. • First time imports – the unit must be registered prior to claiming (but after the power flows). Also, although it may be your first time importing, it is possible that another GIS Participant has imported with the same unit in previous month/quarter. Check the list of Import Generators and their External Unit IDs. • Claim your energy prior to Certificate Creation. Unclaimed imports will get their source Control Area’s system mix, regardless. • Submit required documentation to the GIS Administrator in a timely matter. • Peace of Mind – there is significant lag-time between energy flow and Certificate creation. Don’t wait until the last minute to make claims or report on data errors.

  49. Managing & Reviewing Data: Exports Step 1 - Select “#” under the “Unit Contract” Column • System Contracts • Check Data for MSS Accuracy • Take No Further Action • GIS will Create Obligations • Unit Contracts • Check Data for MSS Accuracy • Select # under the “Unit Contract” Column • Exported Energy Unit Contracts Screen • Select the “No/Yes” under the Claimed Column. • Unit Contract Screen • Select NEPOOL Generator • Select “Claim” 5 1 Step 2 - Select “No” under the “Claimed” Column 2 4 Step 3 - Select Exporting Unit 3

  50. Managing & Reviewing Data: Forward Transfers Using the Asset Management Module or Account Holder Reports, GIS Account Holders have the ability to setup Forward Transfers of Certificates or review Forward Transfers that have already been established.

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