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ERCOT Wholesale Market Basics

ERCOT Wholesale Market Basics. Module 4 Data Management. Why do I need to know about Data Processing ? It has a direct impact on settlements. ERCOT settles and bills QSEs with load and / or resources by comparing schedules (plans) and deployments with what actually occurred .

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ERCOT Wholesale Market Basics

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  1. ERCOT Wholesale Market Basics Module 4 Data Management

  2. Why do I need to know about Data Processing? It has a direct impact on settlements. ERCOT settles and bills QSEs with load and / or resources by comparing schedules (plans) and deployments with what actually occurred. Additional Benefits: Useful to reconcile (“shadow settle”) billing. QSEs: Effective research for disputes with ERCOT REPs and Resources: Reconciliation with your QSE Data Processing Module 4 RES: Resource or Power Generating Company ERCOT Wholesale Market Basics

  3. ERCOT needs “revenue-quality” meter data for settlements. It is validated for errors (missing data, anomalies). Meter Data: Non-IDR data must be converted to 15-minute intervals Billing Determinants and Settlement Charges are applied Statements/Invoices sent to each QSE, as applicable. Data Processing Module 4 ERCOT Wholesale Market Basics

  4. How does ERCOT use meter (actual) data? Generation: Scheduled vs. Actual output Consumption: Scheduled load vs. Actual load Deployments: Instructions vs. Actions Examples of resulting charges: Generation: Resource Imbalance (RI) Consumption: Load Imbalance (LI) Deployments: Resource Imbalance (RI) Data Processing Module 4 ERCOT Wholesale Market Basics

  5. Load Data is also used to: Calculate Load Ratio Share (LRS) LRS used to calculate Ancillary Service Obligations Data Processing Module 4 ERCOT Wholesale Market Basics

  6. How does ERCOT acquire meter data? Data Processing Module 4 ERCOT Wholesale Market Basics

  7. Topics Data Acquisition Load Profiling Data Aggregation Module 4 ERCOT Wholesale Market Basics

  8. ERCOT acquires generation & consumption meter data from: TDSP’s ERCOT Polled Settlement Meters (EPS) Data Acquisition Module 4 Result: Data ready to be processed (aggregated) for settlement ERCOT Wholesale Market Basics

  9. TDSP-Provided Meter Data Data Acquisition Module 4 ERCOT Wholesale Market Basics

  10. Non-Metered locations (calculated) Non Interval Meters Interval Data Recorder (IDR) Records consumption in 15-minute intervals TDSP-Provided Meter Data Data Acquisition Module 4 ERCOT Wholesale Market Basics

  11. TDSP Data Validations Validation, Estimation and Editing (VEE): The process of ensuring that the data sent to ERCOT is “revenue-quality,” for use in settlement. Non-Metered: Calculated energy consumption Non-Interval Metered: KW and KWH validations Interval Data Recorders (IDR) Time check and synchronization Meter status checks KW and KWH validations Data Acquisition Module 4 ERCOT Wholesale Market Basics

  12. TDSPs Send Meter Data to ERCOT Data is submitted to ERCOT via “EDI 867 Transactions” and loaded into ERCOT’s LODESTAR system for settlement. Data Acquisition “EDI 867 Transactions” Module 4 EDI: Electronic Data Interchange ERCOT PROCESSESED OVER 81 MILLION 867s IN 2008 ERCOT Wholesale Market Basics

  13. Verify / acknowledge data is received Verify data submitted by correct entity Notify TDSP if data has not been received in 38 days for ESI-ID / RID Data Acquisition Module 4 ERCOT Validations ESI ID: Electric Service Identifier (Meter#) RID: Resource Identifier ERCOT Wholesale Market Basics

  14. Meter Data FlowData Acquisition Module 4 Monthly usage data TDSP Monthly usage data POWERMART (REP) Charges depend on the QSE/REP arrangement. Balancing energy and ancillary services charges ERCOT Wholesale Market Basics

  15. ERCOT-Polled Meter DataData Acquisition Module 4 ERCOT Wholesale Market Basics

  16. ERCOT-Polled Settlement Meters (EPS) Records data by 15-minute interval ERCOT queries by remote communications Data is collected daily by MV90 software (more on this later) ERCOT-Polled Meter DataData Acquisition Module 4 ERCOT Wholesale Market Basics

  17. EPS Meter Data Collection Data Acquisition ERCOT initiates remote communication Meter data downloaded by ERCOT (15-minute data) Module 4 MV90 • Polled directly by ERCOT • ERCOT converts the raw data to Settlement Quality • MV90 is Data Collection Software ERCOT Wholesale Market Basics

  18. MV90: Data Collection Software Retrieves and processes interval data from meters ERCOT performs VEE on Interval Data Recorders (IDRs) polled by MV90. Data Acquisition Module 4 Interval Data: 15-Minute Data ERCOT Wholesale Market Basics

  19. When is an EPS meter required? In general, generation: Directly connected to transmission system >10MW Ancillary Services Auxiliary Load Also: Bi-Directional NOIE Points of Delivery DC Ties Data Acquisition Module 4 Generation NOIE Points of Delivery DC Ties ERCOT Wholesale Market Basics

  20. Quick Facts: Meter Data Collection Number of EPS Meters in ERCOT ~298 Facilities ~1284 EPS Meters (Includes Primary & Backups) ~640 Metering Points (ERCOT polls both Primary and Backup Meters) Data Acquisition Module 4 ERCOT Wholesale Market Basics

  21. Topics Data Acquisition Load Profiling Data Aggregation Module 4 ERCOT Wholesale Market Basics

  22. ERCOT requires a fifteen (15) minute settlement interval Vast majority of Customers do not have this level of granularity. Load Profiling: Converts to fifteen (15) minute intervals Enables the accounting of energy usage in settlements Allows the participation of these Customers in the retail market (reduces barrier to entry) Load Profiling Module 4 Overview ERCOT Wholesale Market Basics

  23. Average energy usage pattern of a group of similar customers Based on load research sample data Load Profiling Module 4 Load Profile ERCOT Wholesale Market Basics

  24. Forecasts (5AM for next 3 days) Allow Market Participants to use ERCOT’s forecast Reduces the barrier to market entry Can serve as a ‘sanity check’ to own forecast Backcasts (4PM for the prior day) Provides the actual “shape” (Profile) This actual profile will be used when meter data is collected Used as the Settlement Profile Load Profiling Module 4 Importance to Market Participants ERCOT Wholesale Market Basics

  25. Availability of Profiles Load Profiling Day 0: Operating Day (“Flow Day”) Day 1 Day 2 5 am 4 pm Actual Profiles for Day 0 available on the Portal Forecasted Profiles available for Today (Day 1), Day 2, Day 3, & Day 4 Module 4 ERCOT Wholesale Market Basics

  26. Converts a cumulative reading (such as the monthly meter read) into 15-minute allocations Used for settlement if no data exists (after Proxy-day routine – discussed later in Data Aggregation.) Load Profiling Module 4 ERCOT Uses ERCOT Wholesale Market Basics

  27. Load Profiling Module 4 3 Load Profile Groups, 10 Segments Residential (6) Low-Winter Ratio (Gas Heat) Low-Winter Ratio PV (photovoltaic) Low-Winter Ratio WD (wind) High-Winter Ratio (Electric Heat) High-Winter Ratio PV High-Winter Ratio WD Business (16) Low Load Factor Low Load Factor PV (photovoltaic) Low Load Factor WD (wind) Medium Load Factor Medium Load Factor PV Medium Load Factor WD High Load Factor High Load Factor PV High Load Factor WD Non-Demand Non-Demand PV Non-Demand WD Oil and Gas Flat Oil and Gas Flat PV Oil and Gas Flat WD IDR Default Non-Metered (2) Lighting (Street Lights) Flat (Traffic Signals) ERCOT Wholesale Market Basics

  28. Distributed Renewable Generation Profile (New) Load Profiling Module 4 ESI IDs that have Distributed Renewable Generation (DRG) with a capacity < 50 kW can be assigned a DRG profile segment. DRG Profile Segments • Photovoltaic (PV) • Profile shape is different than standard profile • “Excess generation” applied in settlements • Wind or Other (WD) • Profile shape is same as standard profile • “Excess generation” applied in settlements More information available on the DRG tab of the Profile Decision Tree, which is part of the Load Profiling Guide, Appendix D, available at http://www.ercot.com/mktrules/guides/loadprofiling/current.html ERCOT Wholesale Market Basics

  29. Load Profiling Module 4 8 ERCOT Weather Zones ERCOT Wholesale Market Basics

  30. Load Profiling 24 Profile Segments 8 Weather Zones 192 Load Profiles Module 4 Total Profiles ERCOT Wholesale Market Basics

  31. Calendar Seasons, Day of Week, Holidays Weather Temperature, Wind Speed, Cloud Cover, Dew Point Daylight Daylight Savings, Sunrise/Sunset Load Profiling Module 4 Profile Variables ERCOT Wholesale Market Basics

  32. Profile Decision Tree*: Formulas used in assignment of Profile IDs Detailed information and examples The Zip-To-Zone table for Weather Zone assignment TDSPs ASSIGN load profiles to ESI IDs ERCOT VALIDATES the profile assignment Assigning Load Profiles to ESI IDs Load Profiling Module 4 *Profile Decision Tree is part of the Load Profiling Guide, Appendix D, available at http://www.ercot.com/mktrules/guides/loadprofiling/current.html ERCOT Wholesale Market Basics

  33. RESLOWR_COAST_NIDR_NWS_NOTOU Load Profiling North Meter Data Type Code (3) SCent South West Weather Zone Code (2) NIDR IDR East FWest NCent Coast Weather Sensitivity Code (4) Time-Of-Use Code (5) TOUn NWS WS NoTOU Module 4 (1) (2) (3) (4) (5) Profile Type Code (1) Profile Group Profile Segment ERCOT Wholesale Market Basics

  34. Weather Sensitive ESI IDs Business IDR meters Only ERCOT evaluates usage on an annual basis, and if certain statistical milestones are reached, ERCOT will instruct the TDSP to change the profile to WS Time of Use Meters Non-Time of Use Meters have one cumulative reading for the cycle Time of Use Meters have a cumulative reading for several time segments within the cycle (i.e., peak and non-peak segments). Time of Use Meters typically carry different retail rates for certain times of day, thus the multiple time segment reading. Weather Sensitivity and Time-of-Use Load Profiling Module 4 ERCOT Wholesale Market Basics

  35. Validate Load Profiles (including Weather Zone): Initial Load Profile Assignment Minimum of once per year (sample data) ERCOT Responsibilities: Profile Validation Load Profiling Module 4 ERCOT Wholesale Market Basics

  36. Creating a ForecastEstimating usage patternsbased on Expected variables Inputs: Calendar Expected Weather Expected Daylight Output (5 AM): Profile for each segment Today + 3 days Load Profiling Module 4 ERCOT Wholesale Market Basics

  37. Inputs: Calendar Actual Weather Actual Daylight Output (4 PM): Profile for each segment Profile for prior day Creating a BackcastEstimating usage patterns based onActual variables Load Profiling Module 4 ERCOT Wholesale Market Basics

  38. Where to find Load Profiles Load Profiling Module 4 • Forecast and backcast load profiles are available through the following: • Public Website • http://www.ercot.com/mktinfo/loadprofile/index.html • ERCOT Portal • https://tml.ercot.com ERCOT Wholesale Market Basics

  39. Example: Forecasted Profile (.csv file) Load Profiling Module 4 Information on file layouts of load profiles can be found at http://www.ercot.com/mktinfo/loadprofile/index.html ERCOT Wholesale Market Basics

  40. Load Profiling Module 4 Scalar Ratio: Meter Read / Load Profile (this will become clearer in a few slides) Backcast Uses: • ERCOT applies to ESI ID Non-IDR meter data to convert data to 15 minute intervals. • If meter data is missing: • IDR Meters: If the proxy day search has been exhausted, ERCOT uses the backcast profile for settlement. • Non-IDR Meters: the scalar ratio from the most recent reading is applied to the current profile. ERCOT Wholesale Market Basics

  41. Example- Cumulative Meter Read (non IDR): Monthly TDSP meter read is submitted for a RESLOWR_SCENT ESI ID: 1,460 kWh Cumulative Reading for 11/15/08 to 12/14/08. Apply the published Backcasted load profiles to arrive at interval settlement data. Load Profiling Module 4 ERCOT Wholesale Market Basics

  42. Load Profiling Module 4 Example- Application of Backcast: • Backcasted Load Profile for RESLOWR_SCENT: • Profile Total = 729.53 kWh Backcast (Estimate) ERCOT Wholesale Market Basics

  43. Load Profiling Module 4 Application of Backcasted Load Profiles to an ESI ID* 0.90 0.80 0.70 0.60 0.50 kWh (15-minute) 0.40 0.30 0.20 0.10 0.00 12/1/03 12/2/03 12/3/03 12/4/03 12/5/03 12/6/03 12/7/03 12/8/03 12/9/03 11/16/03 11/18/03 12/12/03 11/17/03 11/21/03 11/24/03 11/26/03 11/27/03 11/29/03 12/14/03 11/15/03 11/19/03 11/20/03 11/22/03 11/23/03 11/25/03 11/28/03 11/30/03 12/10/03 12/11/03 12/13/03 *Published RESLOWR_SCENT backcasted load profiles for 11/15/03 thru 12/14/03: 729.53 Total kWh Actually applied to groups of ESI IDs with similar characteristics. ERCOT Wholesale Market Basics

  44. Load Profiling Module 4 Example- Finding the Ratio: • Find the scalar ratio between: • Meter Read Total- 1460 kWh • Profile Total- 729.53 1,460 kWh / 729.53 = ~2.0 ERCOT Wholesale Market Basics

  45. Load Profiling Module 4 Application of Backcasted Load Profiles to an ESI ID* 0.90 RESLOWR_SCENT ESI ID Meter Read: 1,460 kWh from 11/15/03 thru 12/14/03. Each published backcasted load profile value is multiplied by a scalar of approx. 2.0 0.80 0.70 0.60 0.50 kWh (15-minute) 0.40 0.30 0.20 0.10 729.53 TotalkWh Published RESLOWR_SCENT backcasted load profiles for 11/15/03 thru 12/14/03: 0.00 12/1/03 12/2/03 12/3/03 12/4/03 12/5/03 12/6/03 12/7/03 12/8/03 12/9/03 11/16/03 11/15/03 11/26/03 11/27/03 11/28/03 11/29/03 11/30/03 12/10/03 12/11/03 12/12/03 12/13/03 12/14/03 11/17/03 11/18/03 11/19/03 11/20/03 11/21/03 11/22/03 11/23/03 11/24/03 11/25/03 * Actually applied to groups of ESI IDs with similar characteristics. ERCOT Wholesale Market Basics

  46. ERCOT Creates Forecasted and Backcasted Load Profiles Maintains, administers, and publishes Load Profiles Validates Load Profiles, including Type and Weather Zone assignment, etc. Load Profiling Module 4 Responsibilities ERCOT Wholesale Market Basics

  47. TDSP Assign Load Profile IDs to ESI IDs Correct Load Profile ID mis-assignments Competitive Retailer (CR) Identify and report to TDSP any incorrect Load Profile ID assignments Request TDSP to install IDR meters as needed Load Profiling Module 4 Responsibilities ERCOT Wholesale Market Basics

  48. Protocols Section 18 Methodology Guidelines for Developing Load Profiles Assignment of Load Profile Types and Weather Zones Responsibilities Supplemental Load Profiling Load Profiling Guides Profiling Working Group Additional References Load Profiling Module 4 ERCOT Wholesale Market Basics

  49. Load Profiling Module 4 Questions ERCOT Wholesale Market Basics

  50. Topics Data Acquisition Load Profiling Data Aggregation Module 4 ERCOT Wholesale Market Basics

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