technical advisory committee presentation to the ercot board of directors july 21, 2009
TRANSCRIPT
Technical Technical Advisory Advisory
CommitteeCommitteePresentation to the Presentation to the
ERCOT Board of DirectorsERCOT Board of Directors
July 21, 2009July 21, 2009
TAC Report SummaryTAC Report Summary• 5 PRRs for Board approval5 PRRs for Board approval• 3 NPRRs for Board approval3 NPRRs for Board approval• 1 RMGRR for Board approval1 RMGRR for Board approval• Report on Approved Market Guide Report on Approved Market Guide
Revision RequestsRevision Requests• Recommended ERCOT Planning Charter Recommended ERCOT Planning Charter
revisionsrevisions• ICCP project updateICCP project update• LaaRs study reportLaaRs study report• Preview: August, Sept., Oct. Board Preview: August, Sept., Oct. Board
meetingsmeetings
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Protocol Revision RequestsProtocol Revision RequestsPRR 805PRR 805 Adding POLR Customer Class and Adding POLR Customer Class and
AMS Meter Flag to the Database Query AMS Meter Flag to the Database Query Function on the MISFunction on the MIS
PRR 806PRR 806 Re-Registration of Market Re-Registration of Market Participant due to Mass Transition of Participant due to Mass Transition of Electric Service IdentifiersElectric Service Identifiers
PRR 807PRR 807 Clarify Definition of Messaging Clarify Definition of Messaging SystemSystem
PRR 808PRR 808 Clean-up and Alignment of REC Clean-up and Alignment of REC Trading Program Language with PUCT rulesTrading Program Language with PUCT rules
PRR 815PRR 815 CSC Process Clarification – URGENT CSC Process Clarification – URGENT
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PRR 805PRR 805 – Adding POLR Customer Class – Adding POLR Customer Class and AMS Meter Flag to the Database and AMS Meter Flag to the Database
Query Function on the MISQuery Function on the MIS
PurposePurpose
(Texas SET)(Texas SET)This PRR will allow Market Participants (MPs) to This PRR will allow Market Participants (MPs) to see the POLR Customer class and the AMS meter see the POLR Customer class and the AMS meter flag when querying Electric Service Identifiers flag when querying Electric Service Identifiers (ESI IDs) through the look-up function on the (ESI IDs) through the look-up function on the MIS.MIS.
BenefitBenefit Market Participants will be able to identify the Market Participants will be able to identify the POLR Customer class of an ESI ID as well as POLR Customer class of an ESI ID as well as whether or not the meter is an AMS meter.whether or not the meter is an AMS meter.
Market ImpactMarket Impact N/AN/A
System ChangeSystem Change YesYes Project Required - Expected delivery Project Required - Expected delivery Q1 or Q2 of 2010 Q1 or Q2 of 2010
AssumptionsAssumptions N/AN/A
TAC VoteTAC Vote TAC recommended approval with one abstention TAC recommended approval with one abstention from the Independent Generator segment with a from the Independent Generator segment with a recommended project priority of 2-High and a recommended project priority of 2-High and a ranking of 32. All Market Segments were ranking of 32. All Market Segments were present.present.
Effective DateEffective Date Upon System ImplementationUpon System Implementation
PRR 805PRR 805 – Adding POLR Customer Class – Adding POLR Customer Class and AMS Meter Flag to the Database and AMS Meter Flag to the Database
Query Function on the MISQuery Function on the MIS
Item ReviewedItem Reviewed DescriptionDescriptionNoNoImpactImpact
Credit Credit Monitoring/Monitoring/LiabilityLiability
BudgetBudget
StaffingStaffing
Computer SystemsComputer Systems
Business FunctionsBusiness Functions
Grid OperationsGrid Operations
ImpactImpact
$50 -$100 K$50 -$100 K
Credit Review is PendingCredit Review is Pending
Texas Market Link, Information Texas Market Link, Information Services Master, TIBCO, Retail Services Master, TIBCO, Retail Application Programmatic InterfaceApplication Programmatic Interface
Resource availability currently being Resource availability currently being reviewed. reviewed.
PRR 806PRR 806– Re-Registration of Market – Re-Registration of Market Participant due to Mass Transition ESI IDsParticipant due to Mass Transition ESI IDs
PurposePurpose
(Texas SET)(Texas SET)Requires re-registration as a Market Participant Requires re-registration as a Market Participant if they transfer Electric Service Identifiers (ESI if they transfer Electric Service Identifiers (ESI IDs) from one Competitive Retailer (CR) to IDs) from one Competitive Retailer (CR) to another using the Mass Transition process.another using the Mass Transition process.
BenefitBenefit Supports the interim solution for facilitating the Supports the interim solution for facilitating the transfer of ESI IDs from one CR to another using transfer of ESI IDs from one CR to another using the Mass Transition process.the Mass Transition process.
Market ImpactMarket Impact Any Market Participant utilizing the Mass Any Market Participant utilizing the Mass Transition process will be required to re-register Transition process will be required to re-register with ERCOT.with ERCOT.
System ChangeSystem Change NoNo N/AN/A
AssumptionsAssumptions N/AN/A
TAC VoteTAC Vote TAC unanimously recommended approval; all TAC unanimously recommended approval; all Market Segments were presentMarket Segments were present
Effective DateEffective Date August 1, 2009August 1, 2009
PRR 806PRR 806– Re-Registration of Market – Re-Registration of Market Participant due to Mass Transition ESI Participant due to Mass Transition ESI
IDsIDs
Item ReviewedItem Reviewed DescriptionDescriptionNoNoImpactImpact
Credit Credit Monitoring/Monitoring/LiabilityLiability
BudgetBudget
StaffingStaffing
Computer SystemsComputer Systems
Business FunctionsBusiness Functions
Grid OperationsGrid Operations
ImpactImpact
Credit Review is PendingCredit Review is Pending
PRR 807 PRR 807 – Clarify Definition of Messaging – Clarify Definition of Messaging SystemSystem
PurposePurpose
(ERCOT)(ERCOT)Revises the definition of “Messaging System” to Revises the definition of “Messaging System” to include a process that makes Real Time include a process that makes Real Time messages available to “bidding Qualified messages available to “bidding Qualified Scheduling Entities (QSEs)” without Resources.Scheduling Entities (QSEs)” without Resources.
BenefitBenefit QSEs that do not represent Resources and are QSEs that do not represent Resources and are qualified to submit Balancing Energy Service qualified to submit Balancing Energy Service market bids as bidding QSEs in accordance with market bids as bidding QSEs in accordance with Section 6.5.2.1, Balancing Energy Service Bids Section 6.5.2.1, Balancing Energy Service Bids from Bilateral Contracts, will have access to the from Bilateral Contracts, will have access to the Real Time awards generated by the Market Real Time awards generated by the Market Operating System (MOS).Operating System (MOS).
Market ImpactMarket Impact N/AN/A
System ChangeSystem Change MinorMinor No Project Necessary – Market No Project Necessary – Market Operating System and Market User Operating System and Market User InterfaceInterface
AssumptionsAssumptions N/AN/A
TAC VoteTAC Vote TAC unanimously recommended approval; all TAC unanimously recommended approval; all Market Segments were presentMarket Segments were present
Effective DateEffective Date Upon System ImplementationUpon System Implementation
PRR 807 PRR 807 – Clarify Definition of Messaging – Clarify Definition of Messaging SystemSystem
Item ReviewedItem Reviewed DescriptionDescriptionNoNoImpactImpact
Credit Credit Monitoring/Monitoring/LiabilityLiability
BudgetBudget
StaffingStaffing
Computer SystemsComputer Systems
Business FunctionsBusiness Functions
Grid OperationsGrid Operations
ImpactImpact
Credit Review is PendingCredit Review is Pending
Market Operating System Market Operating System and Market User Interfaceand Market User Interface
Minor impact managed Minor impact managed under O&Munder O&M
PRR 808 PRR 808 – Clean-Up and Alignment of – Clean-Up and Alignment of RECs Trading Program Language with RECs Trading Program Language with
PUCT RulesPUCT Rules
PurposePurpose
(ERCOT)(ERCOT)Aligns Protocol language with PUCT Substantive Aligns Protocol language with PUCT Substantive Rules and updates Renewable Energy Credit Rules and updates Renewable Energy Credit (REC) Trading Program language throughout the (REC) Trading Program language throughout the Protocols.Protocols.
BenefitBenefit Increased clarity and accuracy of the Protocols.Increased clarity and accuracy of the Protocols.
Market ImpactMarket Impact N/AN/A
System ChangeSystem Change NoNo N/AN/A
AssumptionsAssumptions N/AN/A
TAC VoteTAC Vote TAC unanimously recommended approval; all TAC unanimously recommended approval; all Market Segments were presentMarket Segments were present
Effective DateEffective Date August 1, 2009August 1, 2009
PRR 808 PRR 808 – Clean-Up and Alignment of – Clean-Up and Alignment of RECs Trading Program Language with RECs Trading Program Language with
PUCT RulesPUCT Rules
Item ReviewedItem Reviewed DescriptionDescriptionNoNoImpactImpact
Credit Credit Monitoring/Monitoring/LiabilityLiability
BudgetBudget
StaffingStaffing
Computer SystemsComputer Systems
Business FunctionsBusiness Functions
Grid OperationsGrid Operations
ImpactImpact
Credit Review is PendingCredit Review is Pending
PRR 815 PRR 815 – CSC Process Clarification – – CSC Process Clarification – URGENTURGENT
PurposePurpose
(ERCOT)(ERCOT)Clarifies the process used to determine Clarifies the process used to determine Commercially Significant Constraints (CSCs). Commercially Significant Constraints (CSCs).
BenefitBenefit Clarifies process for CSC determination.Clarifies process for CSC determination.
Market ImpactMarket Impact N/AN/A
System ChangeSystem Change NoNo N/AN/A
AssumptionsAssumptions N/AN/A
TAC VoteTAC Vote TAC recommended approval as amended by PUCT TAC recommended approval as amended by PUCT comments with one opposing vote from the IOU comments with one opposing vote from the IOU Market Segment; All Market Segments were Market Segment; All Market Segments were present. present.
CEO CEO DeterminationDetermination
Necessary prior to the Texas Nodal Market Necessary prior to the Texas Nodal Market Implementation DateImplementation Date
Effective DateEffective Date August 1, 2009August 1, 2009
PRR 815 PRR 815 – CSC Process Clarification – – CSC Process Clarification – URGENTURGENT
Item ReviewedItem Reviewed DescriptionDescriptionNoNoImpactImpact
Credit Credit Monitoring/Monitoring/LiabilityLiability
BudgetBudget
StaffingStaffing
Computer SystemsComputer Systems
Business FunctionsBusiness Functions
Grid OperationsGrid Operations
ImpactImpact
Credit Review is PendingCredit Review is Pending
Nodal Protocol Revision Nodal Protocol Revision RequestsRequests
NPRR 158NPRR 158 EILS Self-Provision Formula EILS Self-Provision Formula Correction and ClarificationsCorrection and Clarifications
NPRR 171NPRR 171 Synchronization of PRR 805, Synchronization of PRR 805, Adding POLR Customer Class and AMS Adding POLR Customer Class and AMS Meter Flag to the Database Query Function Meter Flag to the Database Query Function on the MISon the MIS
NPRR 172NPRR 172 Synchronization of PRR 806, Re- Synchronization of PRR 806, Re-Registration of Market Participant due to Registration of Market Participant due to Mass Transition of ESI IDsMass Transition of ESI IDs
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NPRR 158NPRR 158 – EILS Self-Provision Formula – EILS Self-Provision Formula Correction and ClarificationCorrection and Clarification
PurposePurpose
(ERCOT)(ERCOT)Proposes to correct terms contained in the Proposes to correct terms contained in the Settlement equations related to EILS Self-Settlement equations related to EILS Self-Provision to make the formulas consistent with Provision to make the formulas consistent with the verbal description of EILS Self-Provision the verbal description of EILS Self-Provision Settlement and the author’s stated original Settlement and the author’s stated original intent. intent.
BenefitBenefit Clarity in the Nodal Protocols Clarity in the Nodal Protocols
Market ImpactMarket Impact N/AN/A
System ChangeSystem Change NoNo N/AN/A
AssumptionsAssumptions N/AN/A
TAC VoteTAC Vote TAC unanimously recommended approval. All TAC unanimously recommended approval. All Market Segments were present. Market Segments were present.
CEO CEO DeterminationDetermination
Necessary prior to the Texas Nodal Market Necessary prior to the Texas Nodal Market Implementation DateImplementation Date
NPRR 158NPRR 158 – EILS Self-Provision Formula – EILS Self-Provision Formula Correction and ClarificationCorrection and Clarification
Item ReviewedItem Reviewed DescriptionDescriptionNoNoImpactImpact
Credit Credit Monitoring/Monitoring/LiabilityLiability
BudgetBudget
StaffingStaffing
Computer SystemsComputer Systems
Business FunctionsBusiness Functions
Grid OperationsGrid Operations
ImpactImpact
NPRR 171 NPRR 171 – Synchronization of PRR805, – Synchronization of PRR805, Adding POLR Customer Class and AMS Adding POLR Customer Class and AMS
Meter Flag to the Database Query Meter Flag to the Database Query Function on the MISFunction on the MIS
PurposePurpose
(Texas SET)(Texas SET)Will allow Market Participants to see the POLR Will allow Market Participants to see the POLR Customer class and the AMS meter flag when Customer class and the AMS meter flag when querying Electric Service Identifiers (ESI IDs) querying Electric Service Identifiers (ESI IDs) through the look-up function on the MIS.through the look-up function on the MIS.
BenefitBenefit Market Participants will be able to identify the Market Participants will be able to identify the POLR Customer class of an ESI ID as well as POLR Customer class of an ESI ID as well as whether or not the meter is an AMS meter.whether or not the meter is an AMS meter.
Market ImpactMarket Impact N/AN/A
System ChangeSystem Change NoNo N/AN/A
AssumptionsAssumptions N/AN/A
TAC VoteTAC Vote TAC unanimously recommended approval. All TAC unanimously recommended approval. All Market Segments were present.Market Segments were present.
CEO CEO DeterminationDetermination
Necessary prior to the Texas Nodal Market Necessary prior to the Texas Nodal Market Implementation DateImplementation Date
NPRR 171 NPRR 171 – Synchronization of PRR805, – Synchronization of PRR805, Adding POLR Customer Class and AMS Adding POLR Customer Class and AMS
Meter Flag to the Database Query Meter Flag to the Database Query Function on the MISFunction on the MIS
Item ReviewedItem Reviewed DescriptionDescriptionNoNoImpactImpact
Credit Credit Monitoring/Monitoring/LiabilityLiability
BudgetBudget
StaffingStaffing
Computer SystemsComputer Systems
Business FunctionsBusiness Functions
Grid OperationsGrid Operations
ImpactImpact
Credit Review is PendingCredit Review is Pending
NPRR 172 NPRR 172 – Synchronization of Section 15 – Synchronization of Section 15 with PRR782, Clean-Up and Corrections to with PRR782, Clean-Up and Corrections to Terminology and Transaction Timings in Terminology and Transaction Timings in
Protocol Section 15, Customer Protocol Section 15, Customer RegistrationRegistration
PurposePurpose
(Texas SET)(Texas SET)Corrects and clarifies the transaction timing Corrects and clarifies the transaction timing descriptions to make them consistent with descriptions to make them consistent with current processes outlined in Section 15 of the current processes outlined in Section 15 of the Zonal ProtocolsZonal Protocols
BenefitBenefit Clarifies market processes.Clarifies market processes.
Market ImpactMarket Impact N/AN/A
System ChangeSystem Change NoNo N/AN/A
AssumptionsAssumptions N/AN/A
TAC VoteTAC Vote TAC unanimously recommended approval. All TAC unanimously recommended approval. All Market Segments were present.Market Segments were present.
CEO CEO DeterminationDetermination
Necessary prior to the Texas Nodal Market Necessary prior to the Texas Nodal Market Implementation DateImplementation Date
NPRR 172 NPRR 172 – Synchronization of Section – Synchronization of Section 15 with PRR782, Clean-Up and 15 with PRR782, Clean-Up and Corrections to Terminology and Corrections to Terminology and
Transaction Timings in Protocol Section Transaction Timings in Protocol Section 15, Customer Registration15, Customer Registration
Item ReviewedItem Reviewed DescriptionDescriptionNoNoImpactImpact
Credit Credit Monitoring/Monitoring/LiabilityLiability
BudgetBudget
StaffingStaffing
Computer SystemsComputer Systems
Business FunctionsBusiness Functions
Grid OperationsGrid Operations
ImpactImpact
Credit Review is PendingCredit Review is Pending
Retail Market Guide Revision Retail Market Guide Revision RequestRequest
RMGRR 078RMGRR 078 Adding Additional Fields to the Adding Additional Fields to the Customer Billing Contact Information File – Customer Billing Contact Information File – URGENTURGENT Adds a customer e-mail field to the Customer Billing Adds a customer e-mail field to the Customer Billing
Contact Information File to comply with recent PUCT Contact Information File to comply with recent PUCT POLR Rule (Project No. 35769) and makes other POLR Rule (Project No. 35769) and makes other language changes consistent with revised PUCT rule language changes consistent with revised PUCT rule terminologyterminology
Customer e-mail information is not public, but is shared Customer e-mail information is not public, but is shared with acquiring REP during a mass transition eventwith acquiring REP during a mass transition event
CEO Determination: No nodal impacts and necessary to CEO Determination: No nodal impacts and necessary to comply with PUCT rulecomply with PUCT rule
Minor cost impact managed under O&M. No system Minor cost impact managed under O&M. No system project required for implementation. Minor modification project required for implementation. Minor modification to PaperFree software. Implementation anticipated one to PaperFree software. Implementation anticipated one month after Board approval.month after Board approval.
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Market Guide Revisions Market Guide Revisions ApprovedApproved
RMGRR 075RMGRR 075 Advanced Meter Interval Data File Advanced Meter Interval Data File Format and SubmissionFormat and Submission Describes the process and file format for submitting Describes the process and file format for submitting
Advanced Meter interval dataAdvanced Meter interval data
RMGRR 077RMGRR 077 Prepay Priority Code 05, Prepay Priority Code 05, Disconnect for Non-Pay and Reconnect after Disconnect for Non-Pay and Reconnect after DNPDNP Creates Texas SET code for disconnect and reconnects Creates Texas SET code for disconnect and reconnects
for Pre-pay Advanced Meters capable of remote for Pre-pay Advanced Meters capable of remote disconnect and reconnectdisconnect and reconnect
COPMGRR 013COPMGRR 013 Update to Section 3, Update to Section 3, Organizational StructureOrganizational Structure Combines Data Extracts Work Group and Settlement and Combines Data Extracts Work Group and Settlement and
Data Aggregation Work Group to create the Settlement Data Aggregation Work Group to create the Settlement and Extracts Work Groupand Extracts Work Group
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ERCOT Planning Charter ERCOT Planning Charter RevisionsRevisions
In January, ERCOT Staff presented recommended In January, ERCOT Staff presented recommended changes to the ERCOT Planning Charter. TAC changes to the ERCOT Planning Charter. TAC endorsed the proposed changes.endorsed the proposed changes.
The Board approved the revisions except the The Board approved the revisions except the proposal to exempt transmission projects relating to proposal to exempt transmission projects relating to generation interconnection from ERCOT and RPG generation interconnection from ERCOT and RPG review. Treatment of such facilities was remanded review. Treatment of such facilities was remanded to TAC for further discussion and recommendation.to TAC for further discussion and recommendation.
The current Planning Charter language requires The current Planning Charter language requires generation interconnection projects costing more generation interconnection projects costing more than $15 million or requiring CCNs be reviewed by than $15 million or requiring CCNs be reviewed by the RPG (including ERCOT independent review and the RPG (including ERCOT independent review and Board approval as appropriate).Board approval as appropriate).
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ERCOT Planning Charter ERCOT Planning Charter RevisionsRevisions
Consensus on 2 procedural changes for TSPs to Consensus on 2 procedural changes for TSPs to raise visibility of large generation raise visibility of large generation interconnection projectsinterconnection projects
Require in Generation Interconnection (GI) Require in Generation Interconnection (GI) Procedure that the Lead TSP for the Full Procedure that the Lead TSP for the Full Interconnection Study (FIS) communicates to Interconnection Study (FIS) communicates to other TSPs when the FIS indicates that the direct other TSPs when the FIS indicates that the direct interconnection facilities will cost >$50 million so interconnection facilities will cost >$50 million so that the other TSPs will know to particularly focus that the other TSPs will know to particularly focus on the FIS on the FIS
The Lead TSP for GI FIS will communicate direct The Lead TSP for GI FIS will communicate direct generation interconnection projects >$50 million generation interconnection projects >$50 million out to full RPG (no review by RPG) once generation out to full RPG (no review by RPG) once generation Interconnection Agreement is signedInterconnection Agreement is signed
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ERCOT Planning Charter ERCOT Planning Charter RevisionsRevisions
TAC recommends the ERCOT Board approve version TAC recommends the ERCOT Board approve version 3.1 of the ERCOT Regional Planning Group Charter 3.1 of the ERCOT Regional Planning Group Charter and Proceduresand Procedures
TAC proposes amendments to Section 1.3.4 on page 6 TAC proposes amendments to Section 1.3.4 on page 6 and Section 2.1.1 on page 7 to require ERCOT to and Section 2.1.1 on page 7 to require ERCOT to perform independent economic analysis of the perform independent economic analysis of the transmission projects associated with generation transmission projects associated with generation interconnection which are expected to cost at least interconnection which are expected to cost at least $25 million$25 million
The ERCOT analysis will be posted along with the The ERCOT analysis will be posted along with the other generation interconnection-related studies once other generation interconnection-related studies once the Interconnection Agreement is signed between the the Interconnection Agreement is signed between the generator and the Transmission Service Provider generator and the Transmission Service Provider
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ICCP project updateICCP project update TAC approved OGRR 222 in June which changed the TAC approved OGRR 222 in June which changed the
required communication technology for QSE required communication technology for QSE frequency control data from Remote Terminal Unit frequency control data from Remote Terminal Unit (RTU) only to RTU or Inter-Control Center (RTU) only to RTU or Inter-Control Center Communication Protocol (ICCP)Communication Protocol (ICCP)
All QSEs will use ICCP in nodal environment. OGRR All QSEs will use ICCP in nodal environment. OGRR 222 allows early conversion to free up ERCOT data 222 allows early conversion to free up ERCOT data center space by eliminating some duplicate center space by eliminating some duplicate technology supporttechnology support
Only 3 of 83 QSEs have made the ICCP conversion Only 3 of 83 QSEs have made the ICCP conversion to dateto date
Other QSEs are reportedly considering ICCP Other QSEs are reportedly considering ICCP conversionconversion
OGRR 222 has not yet yielded the data center OGRR 222 has not yet yielded the data center benefits anticipated by ERCOT benefits anticipated by ERCOT
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LaaRs study updateLaaRs study update LaaRs study is completeLaaRs study is complete Recommended keeping LaaRs at no more than Recommended keeping LaaRs at no more than
50% of RRS, whether RRS is procured at 2300 50% of RRS, whether RRS is procured at 2300 MW level or 2800 MW levelMW level or 2800 MW level
Reliability concerns raised with “overshooting” Reliability concerns raised with “overshooting” since Protocols Section 6.10.3.2 allows LaaRs to since Protocols Section 6.10.3.2 allows LaaRs to respond up to 150% of the amount requested by respond up to 150% of the amount requested by ERCOTERCOT
Possible next step would be to study Possible next step would be to study geographically dispersed tiered UFR settings to geographically dispersed tiered UFR settings to allow greater LaaRs participation in RRSallow greater LaaRs participation in RRS
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Preview: Future Board Preview: Future Board meetingsmeetings
August August PRRs 787, 801, 810PRRs 787, 801, 810 Progress Report - NOGRR 025 Monitoring Program for Progress Report - NOGRR 025 Monitoring Program for
QSEs, TSPs, and ERCOTQSEs, TSPs, and ERCOT Update on wind metricsUpdate on wind metrics
SeptemberSeptember 2010 CSC Recommendation2010 CSC Recommendation
OctoberOctober 2010 CRE Recommendation2010 CRE Recommendation Report on PRR 773 effectivenessReport on PRR 773 effectiveness
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