http://nodal.ercot.com 1 single entry model (sem) weekly market call september 3, 2009 matt mereness

http://nodal.ercot.com 1

Single Entry Model (SEM)Weekly Market Call

September 3, 2009

Matt Mereness


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.


SEM Weekly Market Call Agenda

• Antitrust Admonition• SEM Go-Live Update• Reference only-

– Market Testing Update– Readiness Dashboards– SEM Go-Live Criteria and Approval– FAQ/ Open Issues– Appendix/Supporting Info – What is SEM?– Go-Live timeline and activities– Training overview and sign-up– Readiness metrics related to training and testing– Communication mailbox and SEM Market Call Schedule


Day 4

• 77 NOMCRs submitted from 6 TSPs– Most concurrent users thus far is 13– ERCOT tested over 50 concurrent connection

• 25 NOMCRHelp tickets opened– Most access issues resolved 1-2 days

• USA or MP can re-set passwords • ERCOT on the phone 512.248.3800 (opt 3)

– CIM File download issue• Issue for at least one company to download large file• ERCOT can FedEx

– Ownership issues• Global list sent to TSPs for changing ownership• ERCOT can provide quick turnaround for certain equipment as needed

– Validation Rule Questions• Responding to questions• Some may need to be discussed at NDSWG

– Two companies had application disconnects• ERCOT released patch last night, Sept 2 at 7pm• Continuing to monitor


Training Update

• Training– Reminder of one make-up class scheduled so far – Sept 29-Oct 1– Sign up using LMS - https://www.ercottraining.com/lms/default.asp– Email [email protected] if problems with signing up for second class


Market Testing Update

Test Sandbox Environment Update:

• Remains off-line during at least the first week of production

• Test/Sandbox system will come back for training later in September– Final date TBD


FAQ- Access questions

• Reminder- TSP USA initiates creation of NMMS account. User will receive a new user name and initial password. Please use caution when typing the new password (or removing the trailing space when pasting.) You will be prompted to change your password. If there are any issues with this initial log in, you will receive an error message. At this point, you must request a password reset. – The password can be reset by:

1) Emailing the ERCOT Helpdesk, [email protected] or calling at 248-6800 option 3.2) Or contacting your USA – they can reset your password. To reset: in MPIM, select modify to

the individual account. There is a check box to reset password. Select the box and email will be sent with new password.

• USAs were contacted directly with instructions on how to assign the roles for SEM Go-Live• Two roles are applicable for NMMS:

– NMMS Remote Users (access to production environment to submit NOMCRs)– NMMS_SEMFILE_DOCS (to allow the ability for certain TSP users to

download the full network CIM file)


NMMS Access on Aug 31, 2009

TSP

TML

1) NOMCRs / SAMRs(Report Explorer)

2) CIM network file download capability

3) NMMS Production (also SOTE / MOTE)(links to Citrix Gateway)

Citrix Gateway

NMMS Production(also SOTE / MOTE)

Each TSP Company Folder will contain all Network Model ChangesDaily zip files


NMMS Access on Aug 31, 2009

https://tml.ercot.com


Roll-call and Q&A

• Roll-call

• Production environment URL– URL- https://gateway.ercot.com

• Important Reminder(s):– Production issues should be sent to [email protected] and [email protected] – Re-set password can come from HelpDesk 512.248.6800 or your USA– Make up training class

• Enroll at https://www.ercottraining.com/lms/default.asp

– Populated CIM file request (8/31/09 Go-Live Model)• Posted in TML Production 8/31

• Questions and Answers

• Next Weekly Market Call- Sep 10, 2009


• Appendix/Supporting Info– What is SEM?– Readiness Criteria– Go-Live timeline and activities– Training overview and sign-up– Dates/ methods to test submissions of NOMCRs


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

TSPCurrent Activity

Submit Modeling Change via Service Request

ERCOT UploadsSvc Request

into ZonalGenesys Model

ERCOT Copies/ConvertsZonal Model “seed”

Into Nodal NMMS Model

TSPAug 31, 2009

Submit Modeling Change viaNOMCR/NMMS Tool

(includes ICCP)

ERCOT IncrementallyConverts NOMCR

Into Svc Req Uploads into ZonalGenesys Model

ERCOT uploads NOMCR

Into Nodal NMMS Model to

support nodal testingData Consistency Checks are run to ensure model synchronization/fidelity

Periodic checks are run to ensure model synchronization/fidelity

Full

Copy

Incr.

NOMCR

13

Current Network Operations Model Maintenance for TSPs

ERCOT Zonal EMMS Model(system of record through 12/1/2010)

Submits Service Request to Change Model

ERCOT Nodal NMMS Model(nodal testing model- CIM file for EMS/MMS/etc)

Periodic full copy and conversion of model (zonal seed used for nodal systems)

TSP

14

After 8/31/2009: SEM Go-Live Network Operations Model Maintenance for TSP



ERCOT enters NOMCRs into zonal model

ERCOT runs consistency checks to ensure models are aligned and maintained

Submits Model Change Request (NOMCR)

TSP

NMMS ModelSystem of Record

Nodal Go-Live 12/1/2010

15

Network Operations Model Maintenance for Resource & QSE (today and post 8/31/09)



ERCOT enters into zonal model

NMMS ModelSystem of Record

Nodal Go-Live 12/1/2010

Submits RARF (Resource Asset Reg Form) via Service Request

Submits ICCP Change via Service Request

ERCOT process

QSE

RE


SEM Go-Live Market Engagement Dashboard (as of 8/27/2009)

Notes- ERCOT working one TSP to catch-up on final testing/training- TSP has signed up for Sep 29th make-up training- ERCOT will support this TSP (and any other TSP) with assistance in submission of NOMCRs

Overall SEM Go-Live ERCOT/Market Criteria Dashboard

Summary of Criteria from TAC-approved SEM Go-Live Procedure (http://nodal.ercot.com/readiness/golive/index.html )


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



• 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)


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.

Training (continued)


Training Overview and Sign-Up (continued)

• Sign-up for access to test environment starts today • System access begins June 8th • Email request to [email protected]• 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-


Open Issues / Responses

• How can I configure Citrix to allow me to export/import CIM files?

Steps:

1) While Citrix and the application are open, there should be a Citrix icon in your taskbar (the ‘Citrix Connection Center’)

2) Double click the icon

3) Click ‘File Security’

4) Click ‘Full Access’



– 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 1 single entry model (sem) weekly market call september 3, 2009 matt mereness

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