Download - Readiness Scorecard – Market Readiness Series

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Readiness Scorecard – Market Readiness Series

Brandon McElfreshNodal 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

• DAM/RUC

• Network Model

• Useful Documents


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.


Nodal Scorecard

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

AcronymsQSERs – QSEs with ResourcesQSEs – QSEs without ResourcesTSPs – Transmission Service ProvidersREs – Resource EntitiesCRRAHs – CRR Account HoldersLSEs – Load Serving Entities

As of 1/26/2010

http://scorecard.ercot.com

Nodal Scorecard Continued


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

Example

Access• E-mail [email protected] for login credentials


Active Mark Participant Metrics

Metric NameCurrent Score

(as of 1/25/2010)

Applies to Weight Green % Red % Yellow % Not Scored % Primary

Criteria Notes

MP3 Market Submissions Connectivity Qualification

Green QSERs

Generation Ratio Share 76% 0% 0% 24%

Successful submission of RT and DAM transactions (289 total entities included sub-QSEs)

19 out of 45 QSERS Qualified. 5 partially qualified. First “AMBER” & “RED” scores will be released 2/11/2010.

Green QSEsEven weighting 54% 0% 0% 58%

60 out of 112 QSEs qualified. First “AMBER” & “RED” scores will be released 2/11/2010.

MP6 QSER and TSP Compliance with the Nodal Protocols Section 3.10.7.5 Telemetry Criteria

Green QSERs

Generation Ratio Share 71% 0% 0% 29%

100% expected State Estimator telemetry submitted.

39 out of 45 QSERs completed. For the 6 QSEs in review, most issues have been resolved, leaving an estimated 6 SE points to be resolved out of 3659 required points (99.99%)

First scores - 2/10/2010 TSPs

Ownership Share

MP11 Resource Registration Green REs

Registered MW Capacity Ratio Share 98% 2% 0% 0%

RARF validated, Decision Making Authority form submitted, and GENMAP validated

MP15-B CRR Connectivity Qualification Green CRRAHsEven weighting 35% 0% 0% 65%

Successful submission of CRR transactions

29 out of 82 CRRAHs qualified. First “AMBER” & “RED” scores will be released 2/11/2010.


Metrics Roadmap

MP15A

MP16

MP20

MP3

MP6

MP11 MP14C

E9

E1

N2.1

EMO9

CRR3 CRR5

EMO6MO4 MO5

CO1

CO2

CO3

CO4

CO5

CO6 CO7

CO8 CO9

C10

E7

E11

E12

EMO2

EMO3

EMO8

MO3

C1-C10

EMO13

MO7

CRR4

E5

IMM1

R0

R2

R3

MP15B

MP3

N1

E3

E10

PURPLE

ORANGE

Timing and Design Confirmed

Timing subject to change, design in progress

R1

Metrics Roadmap – Real-Time Market


MP15AReal-Time Market

Participation(QSER)

MP3Market

SubmissionsConnectivityQualification

(QSER, QSE)

MP6 Telemetry

Compliance(QSER, TSP)

N2Telemetry/ICCP

Failover(ERCOT)

EMO1Network Security

Analysis& Transmission

ConstraintManagement

(ERCOT)

EMO9Nodal and ZonalSecurity Analysis

Results(ERCOT)

EMO6QSE Response

To Dispatch (ERCOT, QSER)

MO4SCED ExecutionQuality (ERCOT)

MO5Generate 6

Months of LMPs(ERCOT)

EMO2Voltage Support

(ERCOT)

EMO8Conduct EEA

Test (ERCOT)

N1Telemetry Alarms

(ERCOT)

EMO7Load Forecast

Accuracy(ERCOT)

PURPLE

ORANGE



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

Metrics Roadmap – CRR Market


CRR3Operation ofMonthlyCRRAuction andAllocation(ERCOT)

CRR5Operation ofAnnual CRR

Allocation andAuction

(ERCOT)

MP15-B CRR

ConnectivityQualification

(CRRAH)

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

PURPLE

ORANGE



Metrics Roadmap – Outage Scheduler


MP20Outage

SchedulerConnectivityQualification(QSER, TSP)

EMO3Outage

EvaluationFunctionality

(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

PURPLE

ORANGE



Metrics Roadmap – DAM/RUC


MP16Day-Ahead

MarketParticipation

(QSER, QSE)

MO3Verify

SupplementalAS

Market(ERCOT)

MP3Market

SubmissionsConnectivityQualification

(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

PURPLE

ORANGE



Metrics Roadmap – Settlements/COMS


CO1Settle Market for

7 Days(ERCOT)

CO2Verify Dispute

Process(ERCOT)

CO3Verify DAMStatements(ERCOT)

CO4Zonal/NodalCoordinatedSettlements

(ERCOT)

CO5Verify RTMStatements(ERCOT)

CO6Verify RTM

Invoices(ERCOT)

CO7Verify DAM

Invoices(ERCOT)

CO8Verify CRR

AuctionInvoices(ERCOT)

CO9Verify Financial

Transfer(ERCOT)

C10Verify CreditCalculations

(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

PURPLE

ORANGE



Metrics Roadmap – Nodal Reports


E3Validate EDW

Telemetry/StateEstimator

Access andAccuracy

(ERCOT, QSER,QSE, TSP)

E7Validate EDW

IMM and PUCTAccess andAccuracy

(ERCOT, IMM)

E10Validate EDWCommercial

Systems Accessand Accuracy

(ERCOT, QSER,QSE, TSP)

PURPLE

ORANGE



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.

E11Validate EDWCompliance

Access(ERCOT)

Metrics Roadmap – Cutover/Go-Live Sequence


PURPLE

ORANGE



R1Nodal

ReadinessDeclaration(ERCOT)

R0Market

ParticipantOperationsReadiness

(ERCOT, MPs)

E5Nodal SAS70

Readiness(ERCOT)

C1-C10Fallback andContingency

Plans(ERCOT)

R2Develop NodalMarket Launch

Plan(ERCOT)

R3Complete 168

Hour Test(ERCOT)

CRR4Implement TCR

To CRR Transition Plan

(ERCOT)

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

IMM1Market Monitor

SystemsCapability

(IMM)

Metrics Roadmap – Other Readiness Metrics


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

PURPLE

ORANGE



MP11Resource

Registration(RE)

E1ERCOT

Staff Completes

Training(ERCOT)

E9DevelopNodal

Procedures(ERCOT)

MP14CTSP

NetworkModel

Validation(TSP

E12MIS

ComplianceTest

(ERCOT)

EMO13OperationsPersonnel

AndFacilities

Readiness(ERCOT)

MO7Market

OperationsPersonnel

And Facilities

Readiness(ERCOT)

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)


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

Download - Readiness Scorecard – Market Readiness Series

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