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Single Entry Model (SEM) Weekly Market Call

This is the weekly market call for the Single Entry Model (SEM), providing updates on SEM Go-Live, market testing, training, and communication. Market participants must comply with antitrust laws.

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Single Entry Model (SEM) Weekly Market Call

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  1. Single Entry Model (SEM)Weekly Market Call June 11, 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 Training Update 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 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 4

  5. SEM Go-Live Update What is ERCOT doing this week? Market set-up and ERCOT stress testing 20 people sitting in the MP training chairs Dry run on training activities Ensuring any performance issues are identified Reminder that TSP name changes requests should stop Receiving training request and system access requests 8 companies requesting through nomcrhelp@ercot.com 30 requests for system access from 7 companies 40 trainees requesting classroom training (96 capacity) Will look to considering 2/week classes if needed 5 requests for populated CIM XML file (mailed yesterday) Oct 2008 test system in CIM v1.21 format http://nodal.ercot.com 5

  6. Go-Live Timeline and Activities SEM Go-Live 8/31/09 http://nodal.ercot.com 6

  7. Market Testing & Training Update Communication of requests Training Requests Use existing training tools for self-subscribe sign-up ERCOT accommodating previous requests Available Friday morning, June 5 Training page: http://nodal.ercot.com/training/courses/index.html Enrollment: https://www.ercottraining.com/lms/default.asp Dates- June 23-25, June 30- July 2, July 7- 9, 14-16, 21-23, 28-30 Test system access request Email nomcrhelp@ercot.com for system access Populated CIM file request Request file from nomcrhelp@ercot.com Pressing CDs and mailing to TSP upon request http://nodal.ercot.com 7

  8. Market Testing & Training Update (continued) Confirming requests received (not a metric- just confirmation) Email discrepancies to nomcrhelp@ercot.com http://nodal.ercot.com 8

  9. FAQ RESET 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). Step 1- if you don’t have an ERCOT digital certificate, contact your company’s USA Step 2- 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 DATA RETENTION The NOMCR data will need to be refreshed from time-to-time, so recognize that ERCOT may do so ERCOT will only do the refresh after 5pm to avoid MPs losing their work in the middle of the day 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. Performance- ERCOT is continuing to test and optimize configurations in this test environment, so there are some performance issues to be expected in the early days, with the goal of improving performance in advance of the first training session June 23. Production system access- this access is only to the test environments. The final environment in August will require additional requests and participation from the USA for your company to assign the appropriate NMMS role. http://nodal.ercot.com 9

  10. Open Issues Will  there be focused ICCP-only training or a guide for SCADA-focused employees? Can an MP modeler set-up new equipment, and then have another user make the ICCP assignment? Can ERCOT set-up a read-only role? Can ERCOT post any training materials early to support testing? (being posted- http://www.ercot.com/committees/nodal/eds/sem/index) http://nodal.ercot.com 10

  11. Roll-call and Q&A Roll-call Reminder(s): Training Requests Use existing training tools for self-subscribe sign-up Currently available Enrollment: https://www.ercottraining.com/lms/default.asp Test system access request Email nomcrhelp@ercot.com for system access Currently available Populated CIM file request Email nomcrhelp@ercot.com for Pressing CDs and mailing to TSP upon request Friday and Monday Questions and Answers Next Weekly Market Call- June 18, 2009 http://nodal.ercot.com 11

  12. 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 http://nodal.ercot.com 12

  13. 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 13

  14. 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)

  15. 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

  16. 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

  17. 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 17

  18. 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 18

  19. Go-Live timeline and activities (continued) http://nodal.ercot.com 19

  20. 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 20

  21. 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 21

  22. 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 22

  23. Training (continued)

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

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

  26. Training (continued) Phase three (SVC)

  27. 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- • Sign-up for training will be discussed next week • Weekly slots available for up to 18 participants • Looking to leverage LMS/Training system to coordinate and track training • Training classes occur each week from June 23 through July http://nodal.ercot.com 27

  28. SEM Go-Live Criteria • SEM Go-Live Criteria defined in the SEM Go-Live Procedurehttp://nodal.ercot.com/readiness/golive/index.html • Section 4- The following entry criteria shall be met for SEM Go-Live • TSPs & ERCOT complete EDS 2 Release 4 activities (next page) • Nodal network model validated and approved as baseline for SEM Go-Live by ERCOT System Ops and Market Ops Directors • ERCOT publishes CIM model to be used for SEM Go-Live • ERCOT sufficiently staffed for maintenance of nodal & zonal systems • Nodal EMS is capable of consuming NMMS CIM files through the EMS CIM importer for use in the Nodal EMS application suite • SEM Go-Live readiness approved by TPTF, TAC and ERCOT BOD • presume ROS approval in place of TPTF • ERCOT publishes the following documents for TSPs • NMMS Modeling Guidelines / Validation Rules document • Latest CIM data dictionary and schema • ERCOT Network Operations Model validation whitepaper • ERCOT Network Operations Model validation results http://nodal.ercot.com 28

  29. SEM Go-Live Criteria (cont’d) • All TSPs complete EDS 2 Release 4 activities • MPs have enrolled and can access the ERCOT MIS portal • MPs have been trained on the NOMCR process • TSPs can electronically submit data changes utilizing the NOMCR user interface and CIM compliant format for data exchange or via the manual MIS NOMCR process • QSEs can submit data changes utilizing the registration submission and subsequent ERCOT NOMCR process • MPs can receive NOMCR acknowledgement of submittals, verifications, and confirmation of data posting • ERCOT completes EDS 2 Release 4 activities • ERCOT is ready to fully utilize the NOMCR process for all TSP/QSE data change requests • TSP MPs can successfully submit data changes via the CIM compliant electronic NOMCR process. • QSE can successfully submit data changes through registration submissions (and updated in the Network Operations Model via the NOMCR process) • ERCOT has processes in place to use a “single entry point” to maintain both Nodal and Zonal network model databases when MPs submit changes via the NOMCR process • NMMS is the database of record for the Network Operations Model including the ICCP modeling point database and operatorship / ownership information • NMMS database is under full change control by ERCOT Network Model Group • ERCOT discontinues the use of Service Requests for data changes and change control • ERCOT begins the use of the NOMCR process for data changes and change control http://nodal.ercot.com 29

  30. Metric Discussion For MPs, two metrics will be assessed during SEM Go-Live: MP14 – B – MP EDS-2, Release 4 Trials Participation Metric inventory posted at: http://nodal.ercot.com/readiness/metrics/index.html http://nodal.ercot.com 30

  31. Metric Discussion (continued) MP13 – MP Completes Nodal Operations Related Training http://nodal.ercot.com 31

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