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Agenda

Integrated ERCOT Readiness and Transition (IRT) TPTF – December 4 th , 2006 ERCOT Qualification Approach. Agenda. Qualification vs. Readiness Types of Market Participants requiring qualification Qualification for the nodal market Qualification Timeline Next steps.

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Agenda

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  1. Integrated ERCOT Readiness and Transition (IRT)TPTF – December 4th, 2006ERCOT Qualification Approach http://nodal.ercot.com 1

  2. Agenda • Qualification vs. Readiness • Types of Market Participants requiring qualification • Qualification for the nodal market • Qualification Timeline • Next steps http://nodal.ercot.com 2

  3. Qualification vs. Readiness http://nodal.ercot.com 3

  4. Types of Market Participants requiring qualification • Market Participants in the nodal market: • Congestion Revenue Rights (CRR) Account Holders • Load Service Entities (LSE) • Qualified Scheduling Entities (QSE) • Renewable Energy Credit Account Holders • Resource Entities • Transmission Service Provider (TSP) • Distribution Service Provider (DSP) • Qualification Required for the following • Congestion Revenue Rights (CRR) Account Holders • Qualified Scheduling Entities (QSE) • Qualification based on market participation level • Level 1 – Inter-QSE trades only • Level 2 – May represent load • Level 3 – May represent load and resources – No Ancillary Services • Level 4 – May represent load and/or resources – Participates in Ancillary Services market http://nodal.ercot.com 4

  5. Company X Counter-Party QSE A CRR Sub QSE A1 Sub QSE A2 Qualification for the nodal market • CRR Account Holders: • Registration • Submit CRR Account Holder Registration Forms • Agreements • Submit Executed Standard Form Agreements • Satisfaction of credit requirements • Creditworthiness determined at the “counter-party” level (Includes a QSE, sub-QSEs and CRR Account Holder registrations that an entity may have registered with ERCOT) • CRR system connectivity test • Verification that an authorized user is able to access the CRR System • Access CRR system using required certificates • Download required applets • Etc… http://nodal.ercot.com 5

  6. Types of Market Participants requiring qualification Required Optional Qualification Registration Agreements Communication Functional Testing Site Visit http://nodal.ercot.com 6

  7. Qualification for the nodal market • Qualification approach • Existing QSEs • Will only be required to complete those activities that have had significant changes due to nodal transition • New QSEs • Will be required to complete all activities required for qualification in the nodal market • Registration • Agreements • Credit Worthiness Requirements • Communication • Circuit Installation (Voice and data circuits) • Connectivity • System Operations - Real Time • Telemetry – RTU/ICCP • Market Operations) • Portal Transactions (MIS) • Programmatic Transactions (API) • Market Operations Functional Testing • Portal Transactions (MIS) • Programmatic Transactions (API) • System Operations Functional Testing (Ancillary Services) • Regulation Reserve • Responsive Reserve • Non-Spinning Reserve • Balancing Energy Service • Site Visit Changes by nodal transition? Required for new and existing QSEs Yes No Required for new QSEs Only http://nodal.ercot.com 7

  8. Qualification for the nodal market * New QSEs will complete all applicable qualification activities Not Required ** Pending Approval of Protocol Revision Required Optional http://nodal.ercot.com 8

  9. Qualification for the nodal market • Registration • QSE Registration • Not required for existing QSEs • Resource Registration • Significant changes (Resource Parameters) • Resource asset registration forms required • QSEs with Generation or Load Resources will be required to submit and maintain Resource Parameters • New asset registration forms required • Section 3.7 of the nodal protocols • Agreements • A new Standard Form Market Participant Agreement required from all Market Participants • Section 22 of the nodal protocols http://nodal.ercot.com 9

  10. Company X Counter-Party QSE A CRR Sub QSE A1 Sub QSE A2 Qualification for the nodal market • Credit Worthiness Requirements • Creditworthiness determined at the “counter-party” level (Includes a QSE, sub-QSEs and CRR Account Holder registrations that an entity may have registered with ERCOT) • New QSEs • ERCOT will confirm initial credit worthiness for qualification • ERCOT will monitor credit and make collateral calls as needed • Existing QSEs • No special nodal qualification requirements for entry into the nodal market • ERCOT will monitor credit and make collateral calls as needed according to the nodal protocols http://nodal.ercot.com 10

  11. CSU/DSU CSU/DSU CSU/DSU CSU/DSU CSU/DSU Qualification for the nodal market • Communication Installation • Wide Area Network (WAN) circuits for real-time voice and data communications with ERCOT • New QSEs • A Wide Area Network circuit installation required for new QSEs with Resources (Level 3 and 4) • Existing QSEs • Existing QSEs already meet this requirement ERCOT - Austin ATM Cisco 7206VXR Cisco 7206VXR FRAME Relay Network ATM Port QSE Frame Port Frame Relay ATM PORT ERCOT - Taylor Point to Point ATM Cisco DACS NETWORK 7206VXR Point to Point Cisco 75XX http://nodal.ercot.com 11

  12. Qualification for the nodal market • Communications (Connectivity) • Testing connectivity between ERCOT and QSEs control centers • Market operations • Portal and/or API (Web Services) • Required for all QSEs • System Operations - Real-time Telemetry • Required for QSEs with Resources (Level 3 and 4) • Inter-Control Center Protocol (ICCP). [Pending approval of NPRR] • Point by point telemetry verification expected to be completed as part of EDS-1 for most QSEs • Redundant communication link requirements • Any single element of the communication system fails can fail and; • For server failures – complete information re-established within five minutes by automatic failover • For all other failures – complete information continues with updates at a 30 second or less scan rate QSE EMS SCADA ERCOT EMS SCADA ICCP Link ICCP ICCP http://nodal.ercot.com 12

  13. Qualification for the nodal market • Market Operations Functional Testing • Required for all QSEs • Verification that QSEs are able to submit valid market transactions • Offers, Bids, Schedules, Trades, COP • Will be performed using a Market Operations sandbox • May be performed in stages ahead of each EDS phase • EDS-3 – Real Time Operations Transactions • EDS-4 – DAM Transactions • MIS Portal • Required for all QSEs • API (Web Services) • Applicable for all QSEs using programmatic interfaces • Required – Level 3 and 4 • Optional – Levels 1 and 2 http://nodal.ercot.com 13

  14. Qualification for the nodal market • System Operations Functional Testing • Ancillary Services • Regulation Reserve • Responsive Reserve • Non-Spinning Reserve • Zonal market • Ancillary Services providers qualified on a portfolio basis • Nodal Market • Ancillary Services qualification requires • Qualification of the QSEs control system • Qualification of Resource providing the service • Each QSE may only provide Ancillary Services on those Resources for which it has met the qualification criteria • Qualification and testing program to be approved by the TAC and included in the Operating Guides • Detailed Ancillary Services qualification Plan to be presented at a later date http://nodal.ercot.com 14

  15. Qualification for the nodal market • Qualification for Ancillary Services • Will be executed using the Early Delivery System (EDS) environments • Will be performed one QSE at a time • Successful completion results in the qualification of the QSE system and the Resource • Timeline Issue • Resources qualification, performed one resource at a time, requires more time than what could be accommodated by the nodal program schedule • Number of QSEs qualified for Ancillary Services may be a readiness criteria for a market trial phase • To complete the large number of resources expected to require qualification • Qualification tests for resources represented by one QSE will be performed concurrently • Larger QSEs may require multiple grouping of resources • QSEs will be surveyed to identify resources requiring qualification for each ancillary service type and preferred testing dates • Survey results will be used to prepare Ancillary Services testing schedule http://nodal.ercot.com 15

  16. Qualification Timeline http://nodal.ercot.com 16

  17. Qualification Timeline Qualification Activities Q2- 07 Q3-07 Q1 - 07 Q4-07 Q1-09 Q1-08 Q2-08 Q3-08 Q4-08 Registration Resource Registration Agreements Agreements Real Tine Communications ICCP / Telemetry Market Operations Communications MMS Connectivity Testing Market Operations Functional Testing MIS Portal MMS Functional Testing (MIS) Market Operations Functional Testing API MMS Functional Testing (API) System Operations Functional Testing (Ancillary Services) As Testing Qualification Freeze Qualification Freeze Transition Timeline Q2- 07 Q3-07 Q1 - 07 Q4-07 Q1-09 Q1-08 Q2-08 Q3-08 Q4-08 EDS-1 EDS 1 LMP Market Readiness Criteria MET Market Trials Start EDS-2 EDS 2 12/01/08 Real-time Markets GO LIVE MMS Sandbox EDS-3 Real Time Operations EDS 3 MMS Sandbox EDS 4 – DAM Operations EDS 4 ` 12/08/08 DAM Market GO LIVE http://nodal.ercot.com 17

  18. Next steps • Communication plan for qualification requirements • ERCOT Qualification Approach • Comments due – 12/22/06 • TPTF Approval - Jan 07 • Qualification Guide - Jan 07 • Ancillary Services Qualification Details – Jan 07 • ERCOT Registration Approach – Jan 07 • MP Registration Guide – Feb 07 http://nodal.ercot.com 18

  19. ERCOT Qualification Approach http://nodal.ercot.com 19

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