Structured unstructured market trials
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Structured / Unstructured Market Trials. Weekly Update – Friday Meeting August 2, 2013. Call Reminders. Please help to minimize disruptions: Mute your phones Do not dial-in from a recorded line Do not put the call on hold, even if you are on mute. Agenda.

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Structured unstructured market trials

Structured / Unstructured Market Trials

Weekly Update –

Friday Meeting

August 2, 2013


Call reminders

Call Reminders

  • Please help to minimize disruptions:

    • Mute your phones

    • Do not dial-in from a recorded line

    • Do not put the call on hold, even if you are on mute


Agenda

Agenda

  • TCR / ECT Update (5 min) 9:00-9:05A

  • Analysis July 22 – 28 (30 min) 9:05-9:35A

  • Settlements (10 min) 9:35-9:45A

  • Look-Ahead Aug 5 – Aug 11 (15 min) 9:45-10:00A

  • Updates (15 min) 10:00-10:15A

    • Release Scorecard

    • Migration and Maintenance Report

    • Known Issues Log

  • Financial Only Training (10 min) 10:15-10:25A

  • Questions (5 min) 10:25-10:30A


Tcr market trials

TCR Market Trials

  • TCR Survey

    • Sent July 26thand requestingMP input in order to:

      • Gauge MP comfort level with moving forward (recommending ‘Go’) with financially-binding TCRs in the Integrated Marketplace

      • Analyze MP concerns regarding the ARR/TCR process and Market Trials progress

      • Solicit suggestions to better position SPP’s TCR Market for Go-Live success

    • Please respond to the TCR Survey by Friday, August 2nd

  • August Incremental ARR Allocation

    • Allocation Window – August 5th

    • Results Posted – August 8th

Brett Crane


Next steps

Next Steps

Phase II Monthly Processes Remaining

Brett Crane


Extended connectivity testing

Extended Connectivity Testing

  • ECT Preparation (complete no later than 8/2):

    • Complete Connectivity Test Checklists and return to SPP

    • LSA User Role Setup

    • OATI and CROW System Access Requests (if applicable)

    • XML Notification Listeners (if applicable)

  • ECT Test Execution (occurs between 8/5 and 8/30):

    • MPs have been assigned a week during test execution time frame to perform their testing.

      • Weekly Execution Assignments

    • Tests are performed independently during the assigned week. No appointment is necessary.

    • Issues with test execution handled via RMS .

  • Brett Crane


    Extended connectivity testing1

    Extended Connectivity Testing

    • Applicable Market Participants:

    Brett Crane


    Analysis july 22 28

    Analysis: July 22-28

    • Structured Market Trials Statistics posted the day after each OD

      spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder > Structured Market Trials Presentations, Statistics, MP Meetings

    • Analysisof July 24 and July 25 Operating Days posted Tues to spp.org

      spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder > Structured Market Trials Presentations, Statistics, MP Meetings

    Alan Adams


    Settlements in smt

    Settlements in SMT

    • On August 12 we will begin publishing daily settlements for Operating Day 8/5/2013 forward.

    • A mix of representative data and actual upstream data will be used.

    • Details about data quality will be covered during next weeks update.

    Tony Alexander


    Settlements in smt1

    Settlements in SMT

    • During this period Settlements will be posting according to the following schedule:

      • Initial: OD + 7

      • Final: OD + 14

      • R1: OD + 21 (Optional)

      • R2: OD + 28 (Optional)

    Tony Alexander


    Settlements in smt schedule

    Settlements in SMT - Schedule

    • 5-Aug – First Operating Day

    • 12-Aug – First initial statement (8-5 OD)

    • 15-Aug – First invoice (2 ODs Aug 12-13)(KIL)

    • 19-Aug – First final statement (8-5 OD)

    • 22-Aug – First full invoice (Aug 14-20)

    Tony Alexander


    Settlements calendar location

    Settlements: Calendar Location

    • The accelerated Settlements Calendar for Market Trials is located on the Portal at the following location:

    Tony Alexander


    Settlements market trials scenarios

    Settlements Market Trials Scenarios

    • Market Trials Structured/Unstructured Test Scenario Detail document can be found at spp.org. This contains all Settlement scenarios.

    • http://www.spp.org/section.asp?group=2701&pageID=27

    Tony Alexander


    Settlements scenario facts

    Settlements Scenario Facts

    • SPP expects 80-90% of the Settlements Scenarios/Charge Types will occur naturally during August.

    • We will perform a gap analysis to determine which Scenarios/Charge Types have not occurred and create a plan for triggering the remaining Scenarios/Charge Types during September.

    Tony Alexander


    Settlements metrics

    Settlements Metrics

    • Three sets of Settlements Metrics will be reported:

      • Bilateral Settlement Schedule and Meter Data

        • Reported Weekly beginning July 26, 2013 (SMT MP Weekly Status Call)

      • Charge Type Scorecard

        • Reported Weekly beginning August 23, 2013 (SMT MP Weekly Status Call)

      • Readiness Metrics

        • Reported Monthly beginning August 9, 2013

    Tony Alexander


    Settlements charge type scorecard

    Settlements Charge Type Scorecard

    Tony Alexander


    Settlements charge type scorecard1

    Settlements Charge Type Scorecard

    MP Scenario

    Tony Alexander


    Settlements charge type scorecard2

    Settlements Charge Type Scorecard

    MP by

    Charge Type

    Tony Alexander


    Settlements mp readiness metrics

    Settlements MP Readiness Metrics

    • https://cloudpal.idashboards.com/idashboards/?guestuser=2spp2

    Tony Alexander


    Settlements mp readiness metrics1

    Settlements MP Readiness Metrics

    Tony Alexander


    Look ahead august 5 11

    Look-Ahead: August 5 - 11

    • Aug 5 – Aug 11 Daily Calendar

    • spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

      • Now includes some initial Settlements Dates.. For all Settlements Calendar details please reference the Settlements Calendarmarketplace.spp.org > Public > Settlements > Calendars

    • Scheduled Scenarios

      • 0.5 – Settlements Base Scenario

      • 12.0 – OOME Re-testing

    • 3 Official Operating Days – Tues Aug 6, Weds Aug 7, Thurs Aug 8

    • Friday Maintenance

    • Saturday Reserved for MP Testing

    Ginny Watson


    12 0 oome re testing

    12.0 OOME Re-Testing

    OOME Re-test Appointments

    • Individual appointments already scheduled with applicable MPs

    • MT Liaisons should gather the staff who can make these verifications at their organizations for these calls

    • SPP will issue and verify OOME activity.

      Expected Result

    • SPP Operators will issue the out of merit dispatch instruction via phone call to MP and receive a start and stop time.

      • MP will receive the OOME instruction and OOME flag will be activated via ICCP and XML

    • SPP Operators will remove the OOME instruction

      • MP resource dispatch will go back to honoring the Real Time offer data

        MP Activities: MPs with Resources

    • Offer resources as normal

    • Observe OOME instruction and flag during OOME period

    Alan Adams


    Scenario tracker

    Scenario Tracker

    • Roll-Forward Email is for SPP to gauge participation

      • If you plan to update at least once per week, select “no”

    • Voting Buttons are not compatible with all email formats

      • “Reply” with your Yes/No vote if the voting buttons are not visible

    • If you receive an email for a Scenario that is not applicable to your MP, please reply “N/A”

    • Reminder: All Email Responses due Monday Aug 5 by 12P

    Casey Cathey


    Release scorecard

    Release Scorecard

    Release Scorecardposted to spp.org:

    spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

    Ginny Watson


    Migration and maintenance report

    Migration and Maintenance Report

    Migration and Maintenance Report posted to spp.org

    spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

    MT Tagged Transactions documentationposted to spp.org

    spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder > Structured Market Trials Reference Documents

    Wendy Reynolds


    Known issues log

    Known Issues Log

    Market Trials Known Issues Log posted to spp.org

    spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

    Carrie Simpson


    Scheduled scenarios

    Scheduled Scenarios

    • Aug 5 – Aug 11

      • 0.5 – Settlements Base Scenario

      • 12.0 – OOME Retesting

    • Aug 12 – Aug 18

      • 1.0 - Delay Market Publication / Delay Market Close

      • 11.0 – EDR Deployment

    Ginny Watson


    Financial only market participant training

    Financial Only Market Participant Training

    Market Trials Checklist

    • SMT Scenarios

      • Expected to execute the following scenarios:

        • No Violation of Credit Limit (3.0a)

        • Violate Credit Limit (3.0)

    • Tradeable Nodes

      • Review Tradeable Nodes Spreadsheet

      • All Settlement Locations in SPP Footprint are tradeable

    Michael Daly


    Financial only market participant training1

    Financial Only Market Participant Training

    Training Checklist

    • Virtual Transactions

      • Self-Study available via SPP Learning Center

      • Integrated Marketplace Clinic Materials

    • Scheduling Activities

      • Interchange Scheduling Reference Manual

      • Submit Interchange Transactions Reference Guide

        • Transmission Service Request, Ramp Reservation System, e-Tag

      • Integrated Marketplace Clinic Material

      • Note: Import Interchange Transactions are most applicable, if also registered as a Transmission Customer. Bilateral Settlement Schedules cannot be utilized.

    Michael Daly


    Financial only market participant training2

    Financial Only Market Participant Training

    Training Checklist (cont’d.)

    • ARR/TCR

      • TCR Bid Activity Training

      • Self-Study Modules available via SPP Learning Center

        • TCR Basics, Acquiring TCRs, and TCR Settlements

      • Integrated Marketplace Clinic Materials

      • Upcoming Training: ARR Allocation Process and TCR Go Live

    Michael Daly


    Market trials useful resources

    Market Trials Useful Resources

    SMT Hotline: 501-482-2222 for critical & high issues Mon-Fri 8A – 5P

    Please submit all other inquiries via the Request Management System (RMS)

    Settlements Calendar

    marketplace.spp.org > Public > Settlements > Calendars

    Integrated Marketplace Market Trials Project Documentation Folder

    spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

    • Documents found here include: Daily Calendar, Release Scorecard, Migration Report, Known Issues Log, Market Participant Guide

    • SMT Presentations, Statistics, MP Meetings Folder

    • SMT Reference Documents Folder

    • SMT Scenarios Folder

      Change Tracker

      spp.org > Integrated Marketplace > Marketplace Documents


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