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Readiness Scorecard – Market Readiness Series

Readiness Scorecard – Market Readiness Series. Brandon McElfresh Nodal Readiness and Transition. January 28, 2010. Agenda. Nodal Metrics Objective Nodal Scorecard Overview Active Market Participant Metrics Metrics Roadmap for Market Participants Real-Time Market CRR Outage Scheduler

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Readiness Scorecard – Market Readiness Series

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  1. Readiness Scorecard – Market Readiness Series Brandon McElfreshNodal Readiness and Transition January 28, 2010 http://nodal.ercot.com 1

  2. Agenda • Nodal Metrics Objective • Nodal Scorecard Overview • Active Market Participant Metrics • Metrics Roadmap for Market Participants • Real-Time Market • CRR • Outage Scheduler • DAM/RUC • Network Model • Useful Documents http://nodal.ercot.com 2

  3. Nodal Metrics Objective Objective • The objective of the Nodal Metrics is to provide a concise and transparent view of ERCOT’s and its Market Participant’s progress towards launching the Nodal Market. History • In the previous Nodal EDS effort, any changes to the Nodal Metrics were approved by TPTF and TAC. Governance • In the current Market Trials effort, NATF reviews the metrics monthly to advise on design and scheduling decisions submitted by ERCOT. TAC also reviews the metric scores monthly. Population • There are 61 ERCOT metrics and 19 MP metrics to be completed. http://nodal.ercot.com 3

  4. Nodal Scorecard http://scorecard.ercot.com Functionality • Rollup by MP type. • Weighting for Overall Scores • QSERs – Gen Ratio Share • TSPs – Ownership Share • REs – Registered MW Capacity Ratio Share • QSEs, CRRAHs, and LSEs – even weighting within the MP type As of 1/26/2010 Acronyms QSERs – QSEs with Resources QSEs – QSEs without Resources TSPs – Transmission Service Providers REs – Resource Entities CRRAHs – CRR Account Holders LSEs – Load Serving Entities http://nodal.ercot.com 4

  5. Nodal Scorecard Continued Example • Confidentiality • QSERs, QSEs, CRRAHs, and LSEs have a private view to see their individual metrics • Escalation • At least 5 days advanced notice from ERCOT for “AMBER” or “RED” scores • Updates • “GREENs” updated ASAP • “AMBERs” & “RED” updated based on Metric Update Calendar Example • Access • E-mail NodalScorecard@ercot.com for login credentials http://nodal.ercot.com 5

  6. Active Mark Participant Metrics http://nodal.ercot.com 6

  7. Metrics Roadmap Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE MP6 MP15A EMO9 N1 MO5 MO4 EMO2 EMO8 N2.1 EMO6 MP3 MP15B CRR3 CRR5 MP20 EMO3 MP3 MP16 MO3 C10 CO8 CO5 CO3 CO9 E5 CO2 C1-C10 R0 CO6 CO7 CO4 R2 CO1 R1 R3 IMM1 EMO13 E3 E12 CRR4 E7 MP11 MP14C MO7 E10 E9 E11 E1 http://nodal.ercot.com 7

  8. Metrics Roadmap – Real-Time Market Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE EMO9 Nodal and Zonal Security Analysis Results (ERCOT) N1 Telemetry Alarms (ERCOT) MP6 – QSERs and TSPs Telemetry Compliance with Nodal Protocols 3.10.7.5 • QSERs SCED Scores Active – 2/11/2010 • TSP Scores Active – 2/11/2010 MP15-A – QSERs Real-Time Market Participation • Scores based on daily submissions of Energy Offer Curves and Output Schedules • Active – 2/11/2010 EMO6 – QSERs respond to dispatch • Scores based on participation in LFC testing in MT Phase 5 • Active – May 2010 MP6 Telemetry Compliance (QSER, TSP) MP15A Real-Time Market Participation (QSER) N2 Telemetry/ICCP Failover (ERCOT) EMO6 QSE Response To Dispatch (ERCOT, QSER) EMO2 Voltage Support (ERCOT) EMO8 Conduct EEA Test (ERCOT) MP3 Market Submissions Connectivity Qualification (QSER, QSE) EMO1 Network Security Analysis & Transmission Constraint Management (ERCOT) EMO7 Load Forecast Accuracy (ERCOT) MO4 SCED Execution Quality (ERCOT) MO5 Generate 6 Months of LMPs (ERCOT) http://nodal.ercot.com 8

  9. Metrics Roadmap – CRR Market Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE MP15-B CRR Connectivity Qualification (CRRAH) CRR3 Operation of MonthlyCRR Auction and Allocation (ERCOT) CRR5 Operation of Annual CRR Allocation and Auction (ERCOT) • MP15-B – CRRAH Connectivity Qualification • Scores based on submission of selected CRR transactions. For example, • Logged-in and accessed the CRR application • Downloaded one of the pre-auction market information • Uploaded a bid/offer portfolio (in either XML or CSV) • Active http://nodal.ercot.com 9

  10. Metrics Roadmap – Outage Scheduler Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE MP20 Outage Scheduler Connectivity Qualification (QSER, TSP) EMO3 Outage Evaluation Functionality (ERCOT) • MP20 – QSERs and TSPs Outage Scheduler Connectivity Qualification • Scores based on submission of selected OS transactions. For example, • Planned outage on a single piece of equipment • Maintenance Level 1 outage on a group of Resources • Active – 2/10/2010 http://nodal.ercot.com 10

  11. Metrics Roadmap – DAM/RUC Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE MP3 Market Submissions Connectivity Qualification (QSER, QSE) MO3 Verify Supplemental AS Market (ERCOT) MP16 Day-Ahead Market Participation (QSER, QSE) • MP3 – QSERs and QSEs Market Submissions Connectivity Qualification • Scores based on submission of selected DAM transactions. For example, • Three Part Offers • Ancillary Service Offers • Energy-only Offers and Bids • Active. First “AMBER” or “RED scores on 2/11/2010 • MP16 – QSERs and QSEs Day-Ahead Market Participation • Scores based on participation in Day-Ahead Market Runs. • Active – April 2010 http://nodal.ercot.com 11

  12. Metrics Roadmap – Settlements/COMS Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE C10 Verify Credit Calculations (ERCOT) CO8 Verify CRR Auction Invoices (ERCOT) CO5 Verify RTM Statements (ERCOT) CO3 Verify DAM Statements (ERCOT) CO9 Verify Financial Transfer (ERCOT) • Settlements/COMS Metrics • No specific MP Metrics for Settlements currently • ERCOT will submit regular status reports and evidence of completion to NATF for each metric CO6 Verify RTM Invoices (ERCOT) CO7 Verify DAM Invoices (ERCOT) CO1 Settle Market for 7 Days (ERCOT) CO4 Zonal/Nodal Coordinated Settlements (ERCOT) CO2 Verify Dispute Process (ERCOT) http://nodal.ercot.com 12

  13. Metrics Roadmap – Nodal Reports Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE E7 Validate EDW IMM and PUCT Access and Accuracy (ERCOT, IMM) E10 Validate EDW Commercial Systems Access and Accuracy (ERCOT, QSER, QSE, TSP) • Reporting/EDW Metrics • ERCOT, MPs, and IMM will be required to verify access to and accuracy of Market Monitoring, Settlement, Operations , and Compliance EDW and MIS reports. E3 Validate EDW Telemetry/State Estimator Access and Accuracy (ERCOT, QSER, QSE, TSP) E11 Validate EDW Compliance Access (ERCOT) http://nodal.ercot.com 13

  14. Metrics Roadmap – Cutover/Go-Live Sequence Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE E5 Nodal SAS70 Readiness (ERCOT) R0 Market Participant Operations Readiness (ERCOT, MPs) • Readiness Metrics • R0 – ERCOT asserts readiness of Market Participants for Nodal Go-Live. • R1 – ERCOT, TAC, NATF, and the ERCOT Board of Directors assert readiness for Nodal Go-Live • IMM1 – Market Monitor and PUCT asserts readiness of Market Monitoring systems C1-C10 Fallback and Contingency Plans (ERCOT) R1 Nodal Readiness Declaration (ERCOT) CRR4 Implement TCR To CRR Transition Plan (ERCOT) R2 Develop Nodal Market Launch Plan (ERCOT) R3 Complete 168 Hour Test (ERCOT) IMM1 Market Monitor Systems Capability (IMM) http://nodal.ercot.com 14

  15. Metrics Roadmap – Other Readiness Metrics Timing and Design Confirmed PURPLE Timing subject to change, design in progress ORANGE EMO13 Operations Personnel And Facilities Readiness (ERCOT) E1 ERCOT Staff Completes Training (ERCOT) MP14C TSP Network Model Validation (TSP E12 MIS Compliance Test (ERCOT) E9 Develop Nodal Procedures (ERCOT) MP11 Resource Registration (RE) MO7 Market Operations Personnel And Facilities Readiness (ERCOT) • MP11 – REs Resource Registration • Scores based on submission of necessary Resource Registration data • RARF • Decision Making Authority Form • GENMAP – Mapping of Resource Nodes to EPS Meters • Active (first DMA scores – 1/27/2010) • MP14-C – TSPs Network Model Validation • Scores based on TSPs validating their portion of the network model • Criteria and schedule to be discussed at 2/2/2010 NATF meeting http://nodal.ercot.com 15

  16. Useful Documents Artifacts • Nodal Scorecard (http://scorecard.ercot.com) • Index of Nodal Metrics (http://nodal.ercot.com/readiness/scorecard/metrics/index.html) • Others Artifacts on the Nodal Readiness Center • (http://nodal.ercot.com/readiness/scorecard/index.html) • Active Metric Inventory • Completed Metric Inventory • Removed Metric Inventory • Metrics Update Calendar • Metrics Roadmap - Metrics overlaid on the Market Trials Roadmap (will be published after Feb 2nd NATF meeting) http://nodal.ercot.com 16

  17. Next Steps • February 2nd NATF Meeting • Review Active Metric Scores • Discuss criteria for MP6 SCED Telemetry and MP15-A Real-Time Market • Daily Participation • Discuss possible breakout of Sub-QSEs on the Nodal Scorecard • Metrics Roadmap • Next MP Metric Update • February 11th, 2010 • First “AMBER” or “RED” scores for MP3 Market Submissions • Activate MP15-A, MP20 Outage Scheduler Connectivity Qualification http://nodal.ercot.com 17

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