Instructions

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Market Readiness Seminar Update
Nodal Cutover Update
Market Readiness Seminar #5
July 28, 2010
Nodal Cutover and Market Transition
Agenda
•
•
•
•
Key Cutover Milestones
Major Cutover Activities – 4 Month Lookout
Cutover Communications Method
Discussion
7/28/2010
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Market Readiness Seminar #5
Nodal Cut-Over and Market Transition
• Topics That Will Be Covered Today
Key Cutover Dates - 4 Month Look Out (NMMS, CRR, OS, Credit, S&B, MMS)
High-Level Timeline
Cutover Communication Method
Upcoming Events
• Topics That Will Not Be Covered Today
•Beyond 4 Month Look Out (details)
•Post Go-Live Activities
•Contingency Plans
•System Decommissioning/Retirement Plans
7/28/2010
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Market Readiness Seminar #5
Cut-Over Milestones
3/23/2016
7/28/2010
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Market Readiness Seminar #5
Nodal Cutover and Market Transition – Key Cut-Over Milestones
Key Cut-Over Milestones
Network Model
Nodal Protocol Section 3.10 goes into effect (Sept. 1)
• TAC Approval – July 1 (July 20)
• Board Approval – July 20
• Market Notice – July 30
Congestion
Revenue Rights
Nodal Protocol Section 7 goes into effect (Oct. 13)
• TAC Approval – August 5
• Board Approval – August 17
• Market Notice – September 13
Outage Scheduler
Nodal Protocol Section 3.1 goes into effect (Nov. 1)
• TAC Approval – August 5
• Board Approval – August 17
• Market Notice – October 1
Full Nodal
Operations
Nodal Protocol Sections 3, 4, 5 and 6 go into effect as well as all other
unimplemented Protocol Sections (Nov. 23)
• TAC Approval – October 7th
• Board Approval – October 19th
• Market Notice – October 23rd
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Market Readiness Seminar #5
Key Cutover Activities
4 Month Look Out
3/23/2016
7/28/2010
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Market Readiness Seminar #5
Cut-Over Timeline – 4 Month Look Out
7/28/2010
4 Month Lookout
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Market Readiness Seminar #5
Cut-Over Monthly Outlook – August
May
June
July
Functional
AreaArea
Functional






Task Plan
Network
Model
Outage
Scheduler
Data Prep
Congestion Revenue Rights
Decommission/Retirement Template
 Contingency/Back-out Template
Entities Involved
ERCOT
TSP
REs
CRRAH
QSE
Aug
Sept
Oct
Nov
Dec
Key Cut-Over Activities for August 2010
•(08/01) Model: Begin network modeling timelines
•(08/13) OS: Outage Scheduler Zonal to Nodal Import
process run
•(08/13) CRR: Last day to register for CRR December
monthly auction
•(08/16) OS: ERCOT releases Outage Scheduler to Market
•(08/16-09/17) OS: Market Participants synchronize / verify
outages in the Nodal Outage Scheduler to the Zonal Outage
Scheduler for Outages effective during and after December
2010
Impacts
•TSPs/REs submit Transmission and Resource data for December model
(05_Nodal_Load_transition_1_0.doc posted on 06/01 NATF Materials)
•Resource outages will NOT be imported during Zonal to Nodal import into Outage Scheduler
•CRRAH must register by deadline to be eligible to participate in the December Auction (Protocol 16.8.2)
•TSPs/QSEs can begin entering outages in Outage Scheduler via Web Service or UI
•TSPs/QSEs are responsible for verifying outages imported to Nodal Systems and correcting any missed
outages or incorrect outages by 09/17/2010
7/28/2010
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Market Readiness Seminar #5
Cut-Over Monthly Outlook – September
May
June
Functional Area
Network Model
Outage Scheduler
Congestion Revenue Rights
July
Aug
Sept
Oct
Nov
Dec
Key Cut-Over Activities for September 2010
• (09/01) Model: Network Model Go-Live
• (09/01) Model: Deadline to submit Model changes for Month
of December
• (09/02) Model: Begin interim update process
Entities Involved
ERCOT
TSP
REs
CRRAH
QSE
• (09/13) CRR: ERCOT publishes CRR Activity Calendar to
MIS
• (09/17-12/01) OS: Outages are synched. Market
Participants maintain outages in both the Zonal and Nodal
Outage Scheduler for outages effective December and
beyond.
Impacts
•TSPs / REs that submit Model changes to ERCOT by 09/01 will be applied prior to Go-Live
•From 09/02 forward until Go-Live any Model changes submitted to ERCOT for application prior to Go-Live
will leverage the interim update process.
•MPs can retrieve the CRR Activity Calendar from MIS public with a valid Digital Certificate
7/28/2010
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Market Readiness Seminar #5
Cut-Over Monthly Outlook – October
May
June
July
Functional Area
Aug
Sept
Oct
Nov
Dec
Key Cut-Over Activities for October 2010
•
(10/01) CRR: CRR system data clean up for Go-Live
•
(10/01) Credit: ERCOT assesses each CPs credit worthiness for
the Dec CRR Auction
•
(10/02) OS: First pull of December Outages for CRR Network
Model
•MIS unavailable from 10/03-10/11 for
production reconfiguration**
•
(10/02) Model: Network Model built for PCRR Allocation
•CRRAH able to retrieve ACLs from CRR
system each business day.
•
(10/03-10/11) MIS: ERCOT PERFORMS PRODUCTION
RECONFIGURATIONS ON MIS**
•
(10/13) OS: December Outages pulled for CRR Auction Model
•
(10/13) Model: Model built for CRR December Auction
Network Model
Outage Scheduler
Congestion Revenue Rights
Credit
Impacts
•MPs can post additional collateral until
11/08/2010 for Dec 2010 CRR Auction
•MPs able to start retrieving Go-Live postings
on MIS. Refer to EMIL for dates per posting.
More information in August workshop
•Dec 2010 CRR Model available on MIS
•Dec 2010 Monthly Auction Notice available on
MIS
7/28/2010
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Market Readiness Seminar #5
Cut-Over Monthly Outlook – October
May
June
July
Functional Area
Network Model
Outage Scheduler
Congestion Revenue Rights
Credit
Impacts
•MIS unavailable from 10/03-10/12 for
production reconfiguration
•CRRAH able to retrieve ACLs from CRR
system each business day.
•MPs can post additional collateral until
11/08/2010 for Dec 2010 CRR Auction
•MPs able to start retrieving Go-Live postings
on MIS. Refer to EMIL for dates per posting.
More information in August workshop
Aug
Sept
Oct
Nov
Dec
Key Cut-Over Activities for October 2010
•
(10/13-10/18) CRR: ERCOT begins accepting PCRR
Nominations for December Monthly Auction
•
(10/15-11/15) Model: Model posted to MIS and Market
Participant begin validation process
•
(10/26) CRR: ERCOT shall allocate PCRRs to NOIEs for the
2010 December Monthly Auction and publish to MIS
•
(10/26) CRR: ERCOT shall post CRR Network Model for the
2010 December Monthly Auction to MIS
•
(10/28-11/08) Credit: ERCOT posts ACLs daily for CRR
December monthly auction to CRR
•
(10/29) CRR: ERCOT to post December 2010 Monthly Auction
Notice to MIS
•Dec 2010 CRR Model available on MIS
•Dec 2010 Monthly Auction Notice available on
MIS
7/28/2010
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Market Readiness Seminar #5
Cut-Over Monthly Outlook – High-Level Remaining Outlook to Go-Live
**Tentative dates that will be firmed up with details in the next month
October
10/12
November
11/04/10
11/05/10
11/08/10
11/08/10
11/08/10
11/09/10
11/11/10
11/12/10
11/12/10
11/15/10
11/16/10
11/19/10
11/19/10
11/19/10
11/22/10
11/23/10
11/23/10
11/23/10
11/24/10
MIS Portal will be presenting production data postings and applications – (refer to MIS – ERCOT Market
Information List v8.20 posted on Nodal.ercot.com for specific dates)
ERCOT sends notification to NOIE's regarding Open Date for Nominations for Jan 2011 Allocation
January 2011 Monthly PCRR Allocation nomination window opens
ERCOT to Lock CRR Credit and Send First Non-Zero ACL Data to CMM
December 2010 CRR Auction Lock Date
Deadline for Market Participants to post additional collateral for December 2010 Monthly Auction
00:00:01 CPT December 2010 Monthly CRR Auction Bid window opens
23:59:59 CPT December 2010 Monthly CRR Auction Bid window closes
December 2010 Monthly CRR Auction begins execution
January 2011 Monthly PCRR Allocation nomination window closes
December 2010 Monthly CRR Auction Results published to Market
December Monthly 2010 CRR Auction Invoice published to Market
17:00 CPT Payment Due for December 2010 Monthly CRR Auction Invoices
ERCOT allocates PCRR to NOIEs for the January 2011 Monthly Auction
January 2011 CRR Network Model published to Market
ERCOT pay CRRAH owed from December 2010 Monthly CRR Auction
ERCOT to Release ACL (TPE and ACL Reports Available on MIS)
ERCOT to publish ACL to CRR system for January Auction
Day-Ahead Market Submission Opens
January 2011 Monthly Auction Notice published to Market
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Market Readiness Seminar #5
Cut-Over Production Environment Availability
Starting October 1, 2010, the ERCOT Nodal Production Environment will be
undergoing a series of preparation activities required for Go-Live. During this time, all
market facing testing will need to be coordinated around these cutover activities.
Exceptions to this are as follows:
– Any system that has entered into a production mode. If these systems must be
taken offline, ERCOT will notify MPs via a Market Notice.
• Examples are Nodal Outage Scheduler, CRR Application or Network Model
Management System (NMMS ).
– Telemetry will remain in place and online from both ERCOT and MPs.
– When ERCOT elects to perform a Market facing test during the Nodal Cutover
plan, those systems will remain available to support the test unless otherwise
communicated by ERCOT.
7/28/2010
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Market Readiness Seminar #5
Cut-Over Communication Plan
3/23/2016
7/28/2010
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Market Readiness Seminar #5
Nodal Cutover and Market Transition – Communication Plan
Friday Market Calls
Starting 08/27/2010 at 9AM-12noon these calls will be combined, without breaks, into a
single Market Trials and Cut-over Activities call
Market Participants should plan on attending the full duration of this call as it will
provide the primary means of communication between ERCOT and the Market.
Information and materials covered in this call will continue to be posted to the ERCOT
calendar website every Friday at the following URL:
http://www.ercot.com/committees/nodal/mt/
Monday Kick-Off Calls
As needed to review the cutover activities for the week
Market Notices and Market Participant Contact Lists
ERCOT will continue to leverage Market Notices to communicate pertinent information that is
required to be consumed by the Market as a whole.
Market Participants employees can subscribe to the Market Notices on the ERCOT
Lists website at the following URL: http://lists.ercot.com/scripts/wa-ercot.exe?HOME.
Market Participants may verify their contact information on file with ERCOT through
their assigned Whole Client Services Representative.
7/28/2010
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Market Readiness Seminar #5
Nodal Cutover and Market Transition – Communication Plan (Cont.)
Market Participants Contacting ERCOT
•Market Trials email inbox: markettrials@ercot.com. This inbox will continue to be
maintained throughout Nodal Cutover. This will serve as a “catch-all” forum for questions
if there is any doubt as to where a question should be submitted.
•Friday Market Calls: In line with the previously mentioned schedule, these Market Calls
not only serve as the primary means for ERCOT to communicate to the Market, but also
for MPs to field general questions concerning the Nodal Cutover plan.
•ICCP email inbox: ERCOTICCPSupport@ercot.com for specific MP questions
regarding their Nodal ICCP / Telemetry, this email address should be leveraged for the
fastest response.
•ERCOT Wholesale Client Services Account Manager: Whenever possible MPs
should leverage the Market Trials email inbox, however, MP’s Wholesale Client Services
Account Manager will also be equipped to either answer your questions or route you to the
correct support personnel.
•Nodal Advisory Task Force (NATF): NATF will serve as a forum for initially reviewing
changes in activities during the ERCOT Nodal Cutover, NPRRs and any concerns from
the Market that would impact the overall Cutover plan. To that end, NATF will be meeting
more frequently to ensure expedient coverage of these types of issues. Details regarding
meeting agendas and materials from past meetings will continue to be maintained at the
following URL: http://www.ercot.com/committees/board/tac/natf/
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Market Readiness Seminar #5
Nodal Cutover and Market Transition – Communication Plan (Cont.)
Go-Live Communication Strategy
Purpose and Objectives
•Maintain reliable grid operations during the Go-Live period
•Maintain constant interaction to respond quickly and effectively to issues that arise during the
go-live period
•Respond and report any observed anomalies in market performance or behavior
Go-Live Period Communication
•Market Calls
•Daily and at times hourly conference calls between ERCOT and Market Participants will
start, at a minimum, two days prior to Go-Live. ERCOT will set up the logistics of the
calls and communicate via a Market Notice and the Cutover Handbook
Stabilization Period Communication
•Market Calls
•Post DAM Daily Market Calls
•Daily Issue / Inquiry
•Wholesale Client Service Reps
•ERCOT Helpdesk
**More details and updates on the Go-Live Communication plan to be presented in the coming months
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Market Readiness Seminar #5
Nodal Cutover and Market Transition – Upcoming Events
Event
Agenda
Date
Location
Aug. 27
9am-12pm
Conf. Call/Web Ex
Nodal Market
Call
Combined Market Trials and Cutover call
between ERCOT and Market Participants
begins
NATF - Nodal
Cutover Update
Remaining and updated Go-Live Activities
for October, November, December (Credit,
Settlements, Extract/Postings, Registration,
MMS, MIS, etc.)
Aug. 31
9:30am-3:30pm
ERCOT Austin Room
206B
NATF – Nodal
Cutover Update
Post Go-Live Activities for January,
February, March, and Reversion Plan
Sep. 28
9:30am-3:30pm
ERCOT Austin Room
206A
7/28/2010
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Market Readiness Seminar #5
Next 60-days of Nodal Classes/Workshops
Course
Start Date
Location
Day-Ahead Workshop Follow Up
July 29
ERCOT (Taylor)
Transmission 101
August 3
ERCOT Met Center (Austin)
Basic Training Program
August 10
Calpine (Houston)
NPRR206 E-Factors Workshop
August 10
Hilton Austin Airport (Austin)
ERCOT Nodal 101
August 10
ERCOT Met Center (Austin)
Basic Training Program
August 10
Calpine (Houston)
Network Model/Outage
Scheduler Workshop (new)
August 10
ERCOT (Taylor)
Load Serving Entity 201
August 16
Reliant Energy (Houston)
Market Settlements 301
August 17
City of Garland Fire Administration
Building (Dallas)
Network Model/Outage
Scheduler Workshop (new)
August 18
ERCOT (Taylor)
GCPA Retail Workshop
August 19
Centerpoint (Houston)
Enrollment at: http://nodal.ercot.com/training/courses/index.html
28 July 2010
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Market Readiness Seminar #5
Next 60-days of Nodal Classes/Workshops - continued
Course
Start Date
Location
NOIE QSE Operations
August 20
City of Garland Fire Administration
Building (Dallas)
Congestion Revenue Rights
August 24
University of Delaware (Newark, DE)
Generation 201
August 25
University of Delaware (Newark, DE)
Congestion Revenue Rights
August 31
ERCOT Met Center (Austin)
Generation 201
September 1
Hilton Austin Airport (Austin)
Economics of LMP
September 13
ERCOT Met Center (Austin)
ERCOT 101 for Wind Generation
September 13
Optim Energy (Dallas)
ERCOT Nodal 101
September 14
StarTex Power (Houston)
Generation 101
September 15
Hilton Austin Airport (Austin)
Basic Training Program
September 20
LCRA (Austin)
Load Serving Entity 201
September 27
ERCOT Met Center (Austin)
Enrollment at: http://nodal.ercot.com/training/courses/index.html
28 July 2010
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Market Readiness Seminar #5
7/28/2010
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Market Readiness Seminar #5
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