nodal readiness center and readiness scorecard - october ’09 natf meeting

Nodal Readiness Center and Readiness Scorecard - October ’09 NATF Meeting

10/27/2009Brandon McElfreshNodal Readiness and Transformation

Readiness Center & Readiness Scorecard

READINESS CENTER AND READINESS SCORECARD UPDATE


Readiness Center

- Redesign went live 10/21/2009- Market Trials Structure- Market Outreach- http://nodal.ercot.com/readiness/index.html

Readiness Scorecard

- Telemetry Performance measurement begins (11/18/2009)

- New Functionality- Market Trials Structure- Updated Market Share data- Last Updated Date- Frequency- Links to Readiness Center to access dashboards

- Metric Inventory- Will be posted on the Readiness Center when Telemetry Performance

measurement begins.

http://nodal.ercot.com/readiness/index.html


MARKET PARTICIPANT METRICS


METRIC - “Telemetry Performance”

Schedule

November 2009 – February 2010. The first measurements on theNodal Scorecard will be available on 11/18/2009. A market noticewill be sent to Market Participants when the “TelemetryPerformance” metric goes live.

Applies to

QSEs with Resources and TDSPs

Frequency

Aligns with database loads (typically bi-weekly)

Dashboard

A dashboard containing the following data willbe posted on the Readiness Center:-Total # of required telemetry points by QSE and TDSP-Total # of SE points missing by QSE and TDSP-Total # of SCED points missing by QSE and TDSP-Telemetry % provided

The link to the dashboard will be provided in the ReadinessScorecard – metric definition page.

Individual MP Criteria

Market-wide MP Criteria

State Estimator Telemetry(11/2009 – 12/31/2009)

SCED Telemetry (required as of 1/2010)

Red< 80% of nodal telemetry points provided

To be determined

Amber>= 80% and < 100% of Nodal telemetry points provided

To be determined

Green100% of Nodal telemetry points provided

100% of Nodal telemetry points provided

QSEs with Resources TDSPs

Red< 90% of ratio share meeting criteria

< 90% of ratio share meeting criteria

Amber>= 90% and < 95% of ratio share meeting criteria

>= 90% and < 95% of ratio share meeting criteria

Green>= 95% of ratio share meeting criteria

>= 95% of ratio share meeting criteria


METRIC – “Resource Registration”

Schedule

November 2009 – early 2010

Applies to

Resource Entities and QSEs with Resources

Frequency

Weekly

Dashboard

A dashboard containing the following data willbe posted on the Readiness Center:-RARF Submittals-Declarations of Decision Making Authority-Resource Node & Meter Mapping approvals from RE’s




11/1/2009 - 12/31/2009

11/1/2009 - 1/29/2010 11/1/2009 – early 2010

Phase Criteria

Resource Entities complete

scheduled RARF submittals.

Resource Entities complete declaration of

Resource Decision Making Authority for

each network modeled Generation Resource.

Resource Entities verifies Resource Node and Meter Mapping.

RedFailure to meet criteria, not responding to escalation calls after the target completion date.

AmberDemonstrating progress in making corrections after target completion date. Score will change to RED after 30-days past target completion date if no corrections are received.

Green All forms received and accepted

Resource Entities QSEs with Resources





Green>= 95% or more of ratio share meeting criteria.



METRIC - “Real-Time Connectivity Qualification”

Schedule

January 4, 2010 – January 29, 2010

Applies to

QSEs with Resources

Frequency

Weekly

Dashboard

A dashboard containing the following data willbe posted on the Readiness Center:

- QSE submission qualification status.




1/4/2010 - 1/29/2010 After 1/29/2010

Red No Red CriteriaSubmissions not complete, participation not adequate

Amber No Amber CriteriaIncomplete Submissions, but actively working with ERCOT

Green

The following submissions are completed if applicable:• Current Operating Plan• Energy Offer Curve• Output Schedules• Incremental/Decremental Offer Curves

The following submissions are completed if applicable:• Current Operating Plan• Energy Offer Curve• Output Schedules• Incremental/Decremental Offer Curves

QSEs with Resources

Red < 90% of ratio share meeting criteria.

Amber>= 90% and < 95% of ratio share meeting criteria.

Green >= 95% of ratio share meeting criteria.


METRIC - “Day Ahead Market Connectivity Qualification”

Schedule


Applies to

All QSEs

Frequency

Weekly

Dashboard


- QSE submission qualification status.




QSEs with Resources QSEs



Amber>= 90% and < 95% ratio share meeting criteria


Green>= 95% of ratio share meeting criteria


1/4/2010 - 1/29/2010 After 1/29/2010

Red No Red CriteriaSubmissions not complete, participation not adequate

Amber No Amber CriteriaIncomplete Submissions, but actively working with ERCOT

Green

The following submissions are completed if applicable:

The following submissions are completed if applicable:

- Three Part Offers - Three Part Offers

- Ancillary Service Offers - Ancillary Service Offers

- Energy-only Offers and Bids - Energy-only Offers and Bids

- Trades (Energy, Ancillary Services, Capacity)

- Trades (Energy, Ancillary Services, Capacity)

- Self-Arranged Ancillary Services - Self-Arranged Ancillary Services

- CRR Offers - CRR Offers

- PTP Obligation Bids - PTP Obligation Bids

- Self Schedules - Self Schedules

- DC Tie Schedules - DC Tie Schedules

- Resource Parameters - Resource Parameters


METRIC – “CRR Connectivity Qualification”

Schedule


Applies to

CRRAHs

Frequency

Weekly

Dashboard


- CRR qualification status.




CRR Account Holders

Red To be determined

Amber To be determined

Green To be determined

1/4/2010 - 1/29/2010 After 1/29/2010

Red No red criteria.Not participating in CRR testing, but intending to participate in the CRR auctions.

Amber No amber criteria.Incomplete CRR testing, but working with ERCOT to resolve.

GreenParticipating in CRR Testing.

Participating in CRR Testing.


METRIC – “Real-time Market Participation”

Schedule

February 1, 2009 – 168 Hour Test

Applies to

QSEs with Resources

Frequency

Weekly

Dashboard


- QSE submission status by transaction.




QSEs with Resources

Red < 90% of ratio share meeting criteria


Green >= 95% of ratio share meeting criteria.

2/1/2010 – Closed Loop Test

RedQSE with Resources participating in < 90% of the Real-time Market submissions on a weekly basis

AmberQSE with Resources participating in >= 90% and < 95% of the Real-time Market submissions on a weekly basis

Green

>= 95% of daily submissions completed for the following transactions if applicable:• Current Operating Plan• Energy Offer Curve• Output Schedules• Incremental/Decremental Offer Curves


Next time at NATF

- CRR Auction Participation – All CRRAHs, February 2010

- Network Model Validation – TDSPs, February 2010

- Outage Scheduler Connectivity Qualification – TDSPs, QSERs, February 2010 – March 2010

- Day-Ahead Market Participation – All QSEs, March 2010 – 168 Hour Test


ERCOT METRICS


METRIC – “ERCOT Nodal Procedures”

Schedule

November 2009 – December 2010

Frequency

Monthly

Dashboard

A dashboard containing the following data willbe posted on the Readiness Center:-# of Procedures Developed-# of Procedures Exercised-Total # of Procedures.


Criteria

Phase 1 - Prior to 9/1/2010 Phase 2 - 9/1/2010 - 12/1/2010

Red

> 3 procedures are not developed 1 month prior to the Market Trial phase where they are scheduled to be exercisedor > 3 procedures scheduled to be exercised in the appropriate Market Trials phase are not exercised.

More than 3 ERCOT procedures are not approved for go-live.

Amber

> 1 and <= 3 procedures are not developed 1 month prior to the Market Trial phase where it is scheduled to be exercised or> 1 and <= 3 procedures scheduled to be exercised in the appropriate Market Trials phase are not exercised.

3 or fewer procedures are not approved for go-live.

Green

<= 1 procedure is not developed 1 month prior to the Market Trials phase where they are scheduled to be exercised and <= 1procedures is not exercised in the appropriate Market Trials phase as scheduled.

All ERCOT procedures are approved for go-live.


METRIC – “ERCOT Internal Nodal Training”

Schedule

November 2009 – September 2010

Frequency

Monthly

Dashboard

A dashboard with all departments impacted by Nodal, will be posted on the Readiness Center. Information will include:

•Counts of completed/uncompleted Training Activities•Next Training Activity Due Date•Individual Department Training Status/Points:


Criteria

11/2009 – 9/2010

Red >6 points, totaled over all impacted departments

Amber 4-6 points, totaled over all impacted departments

Green 0-3 points, totaled over all impacted departments

Overall ERCOT Criteria

The overall ERCOT Internal Training Metric isobtained by summing the points from all of thedepartments, and applying the criteriaposted above.

• Green (0 pt): No uncompleted training due within 30 days

• Amber (1 pt): Uncompleted training due within 30 days

• Red (3 pt): Uncompleted training is past due

nodal readiness center and readiness scorecard - october ’09 natf meeting

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