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Market Trials

Market Trials. Weekly Update – Friday Meeting November 15, 2013. Agenda. *The weekly Market Trials 9A Meeting was not held on 11/15/13. For MP Reference : Look Ahead Nov 18-24 Preliminary Results Scenario Tracker Slides Settlements Announcements Updates Release Scorecard

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Market Trials

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  1. Market Trials Weekly Update – Friday Meeting November 15, 2013

  2. Agenda *The weekly Market Trials 9A Meeting was not held on 11/15/13. For MP Reference: • Look Ahead Nov 18-24 • Preliminary Results • Scenario Tracker Slides • Settlements • Announcements • Updates • Release Scorecard • Migration Report • Known Issues Log • Parallel Ops Approach for Tagging

  3. Look-Ahead: Nov 18 – Nov 24 • Parallel Ops Calendar on spp.org • spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents • Mon Nov 18: IDT Prep Call 3:00P CPT • Known Issues Log Call 9:00A CPT • Tues Nov 19: 2 Hour Integrated Deployment Test • Bridge Open 8:00A – 12:30P CPT • Wed Nov 20: IDT Prep Call & Debrief 3:00P CPT • Tues Nov 21: 2 Hour Integrated Deployment Test • Bridge Open 8:30A – 12:30P CPT • Fri Nov 22: IDT Debrief & Market Trials Call 9:00A CPT For Reference Only

  4. IDT Tuesday Nov 19 • Mon Nov 18: Pre-Test Call at 3P CPT • Tues Nov 19: Open MP Conference Call 8A -12:30P CPT Dial-In: 866-614-3718 Participant: 2388781 2nd Separate conference bridge for current EIS BA Real-Time operations personnel 3rd Separate conference bridge for SPP Vendors and SPP Internal IT • 7:30A – 9:30A: Prepare for IDT • Join IDT Call. Participate in Roll Call • Match IM and EIS offers as close to exact as possible starting 2 hrs prior to the test • Verify IM deployments are being received • 9:30A – 11:30A: Respond to SPP IM Deployment Instructions • Provide and request IDT status updates every 15 minutes • Participate in Roll Call to ensure exit is on schedule • 11:30A – 12:30P: Participate in preliminary debrief • Wed Nov 20: Post-Test Call at 3P CPT For Reference Only

  5. IDT Thursday Nov 21 • Wed Nov 20: Pre-Test Call at 3P CPT • Thurs Nov 21: Open MP Conference Call 8:30A -12:30P CPT Dial-In: 866-614-3718 Participant: 2388781 2nd Separate conference bridge for current EIS BA Real-Time operations personnel 3rd Separate conference bridge for SPP Vendors and SPP Internal IT • 7:30A – 9:30A: Prepare for IDT • Join IDT Call. Participate in Roll Call • Match IM and EIS offers as close to exact as possible starting 2 hrs prior to the test • Verify IM deployments are being received • 9:30A – 11:30A: Respond to SPP IM Deployment Instructions • Provide and request IDT status updates every 15 minutes • Participate in Roll Call to ensure exit is on schedule • 11:30A – 12:30P: Participate in preliminary debrief • Fri Nov 22: Post-Test Call and Market Trials Call at 9A For Reference Only

  6. IDT Reminders • BA / Reliability Call: Please ensure your BA is represented For Reference Only

  7. IDT Reminders • MP / Open Market Call: The Marketing representative for the EIS BAs should be on this call For Reference Only

  8. IDT Reminders • MP / Open Market Call: MPs with Resources should be represented For Reference Only

  9. IDT Reminders • MP / Open Market Call: MPs with Resources should be represented For Reference Only

  10. IDT Reminders • MPs are encouraged to exercise end-to-end Market processes • However, MPs are not required to bring Resources online solely for testing purposes. • Echo Process: If a small MP or BA that represents Resources is unable to follow IM set-point instructions, but still able to disable ACE control then the IDT can still move forward if it is determined that reliability will not be adversely affected.  These MPs will control their resources in manual mode. • Importance of Control Status • If 1-2 Resources send the wrong control status, a mismatch will cause unnecessary discrepancies in solutions • Please remind your staff: • 0: Resource is offline • 1: Resources is online, dispatchable and able to provide contingency reserves • 2: Resources is online, dispatchable and able to provide operating reserves (including Reg) • 3: Resource is not dispatchable (coming online, going offline, test, or having issues that cannot follow dispatch) For Reference Only

  11. IDT Reminders • EIS Market will continue to operate in parallel • LIPs will continue to be calculated normally based upon EIS Resource Offers • LIPs will be used for all Energy Settlement during IDTs • During IDTs, Unstructured Resource Deviation penalties will not apply in EIS Market Settlements • Commit Resources as if the IDT was not occurring • MP should notify SPP that their Resource is coming online or offline and update the commit status in IM • For instance, self commit a resource coming on • Submit Resource offers for use in RTBM to minimize mismatches • Resource offers should be consistent with operational parameters in EIS • Reg Ramp Rate curves and Contingency Reserve Ramp Rate curves should be set equal to the Ramp Rate Curve submitted for use in the Up direction in the EIS Market For Reference Only

  12. IDT Reminders • COP populated using Resource and Ancillary Service Plans in the EIS • Resources should self commit in real time based on actual commitment • Resources identified in the EIS Ancillary Service Plans as providing Reg will be selected to provide Reg in the COP • MPs should submit a fixed amount for Reg-Up and Reg-Down with a zero Offer price so RTBM will allow clearing of Reg-Up and Reg-Down on the selected resources identified in the COP • MP should set themselves to Fixed for Reserves (SPP will not do this for you) • Operating Reserve Reqs set at the same level as those in the EIS Market • Reg-Up Dispatch Status: set to “Fixed” at specified MW • Reg-Down Dispatch Status:set to “Fixed” at specified MW • SPIN Dispatch Status: set to “Fixed” at specified MW • Online Supp: submit zero Supp Reserve Offer and zero price • Offline Supp: submit “Fixed” Offer at zero price • Not supplying ORs: submit reasonable offers based on actual current capability For Reference Only

  13. IDT Reminders • Always follow IM Setpoints • Going into and coming out of IDTs, SPP wants MPs to be as close to EIS dispatches as possible • RTBM Dispatch Instructions and cleared Operating Reserve will be sent to RTGEN system every 5 min • RTGEN will create Setpoint Instructions that will consist of the sum of the RTBM Dispatch Instruction, Reg Deployment and CRD • LMPs and MCPs will be generated for information purposes and will not be used for Settlement during IDTs • Test Schedules should not be submitted during IDTs For Reference Only

  14. IDT Reference Documents Integrated Deployment Test (as part of Parallel Ops) spp.org > Integrated Marketplace > Market Trials > Integrated Deployment Test • Deployment Script • SPP IDT Activities • IDT MP Guide • IM BA Cutover Activities For Reference Only

  15. Schedule • Nov 18 - 24 • Nov 18: Known Issues Log Call 9-10A • Nov 18: IDT Prep Call 3:00P • Nov 19: IDT 8:00A (test begins at 9:30A) • Nov 20: IDT Debrief and Prep Call 3:00P • Nov 21: IDT 8:30A (test begins at 9:30A) • Nov 22: IDT Debrief and Market Trials Call 9:00A • Nov 25 – Dec 1 • Nov 26: Scenario 15 Commitment Mismatch Part 2 • Nov 28: SPP Holiday • Nov 29: SPP Holiday For Reference Only

  16. Preliminary Results • Scenario 7 Must Offer • From initial analysis it appears that most MPs were short of their demand bids and were in emergency conditions that should trigger Must Offer penalties • From here, it is a manual process for the Market Monitor to determine if they were actually short and send out all of the notifications For Reference Only

  17. Preliminary Results • Scenario 28a Nonfunctional Testing: CMS Outage • CMS was disabled for about 15 or 20 minutes while the MPs continued to submit virtual transactions from the Markets User Interface.  • When CMS was disabled, the credit check from Markets was disabled.  • When the scenario was over, SPP brought CMS back online, and the DA Markets Desk approved the pending transactions and re-enabled the credit check from the Markets side.  That triggered the auto-approve and re-synch process between Markets and CMS, and all processed successfully. • 9 virtual transactions were pending credit approval for 6 asset owners. All 9 transactions approved with the operator manual approval action. • The manual notifications were sent successfully • There is a known defect with Enable Link button command.  SPP believes this should be corrected with the next PRD release. For Reference Only

  18. Scenario Tracker as of Nov 14 page 1 of 2 For Reference Only

  19. Scenario Tracker as of Nov 14 page 2 of 2 For Reference Only

  20. Scenario Tracker as of Nov 14 • Summary - Successful: • 30 Scenarios Successful • 2 partial Scenarios (15 part 1 and 28b-e) Successful • Summary - Retests: • 15 individual retest requests pending • 1 entire Scenario (11) and 1 partial Scenario (15 part 2) applicable MPs will retest during Parallel Ops • 2 Scenarios (16.1 and 16.3) will be available for MP Unstructured testing after R1.9 • SPP will work with MPs on 3 Scenarios (5.1, 6.1, 6.2) in Parallel Ops to address concerns after R1.8 is installed in SPP lower environments • Scenario 35 (DST) defects will be fixed and tested in the Alstom DST environment For Reference Only

  21. Scenario Tracker Metrics page 1 of 2 For Reference Only

  22. Scenario Tracker Metrics page 2 of 2 For Reference Only

  23. Settlements - Parallel Operations • Accelerated posting schedule for Finals (OD+14) still being discussed. • Discussed at CWG this week. • Will be discussed with SUG November 19. • Settlement system brought back up 11/14 as planned. • No new Known Issues. • Throughout Nov Settlements will continue to use OD+2 Data. Starting Dec 1 transition will be made to OD+4. For Reference Only

  24. Announcements • Modeling Reports • The following reports were available on spp.org during SMT and have been moved permanently to the Marketplace portal: • marketplace.spp.org > Public > Marketplace > Modeling Reports • SL to Pnode to Zone Mapping • SL EIR Mapping • SMT FAQ • SMT Quick Facts • Scheduling Changes • 3 Hour IDT Thursday, Dec 12 5:30 – 10:30A CPT (IDT Test 6:30 – 9:30A) • Actual test is now 3 hours instead of 4 hours • Web mirroring turns off Dec 16 • Originally scheduled to turn off mid-January. Detailed slides follow. For Reference Only

  25. Migration and Maintenance Report Migration and Maintenance Report posted to spp.org spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents For Reference Only

  26. Release Scorecard Release Scorecard posted to spp.org: spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents For Reference Only

  27. Known Issues Log • Please review the Market Trials Known Issues Log on spp.org spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents For Reference Only

  28. Market Trials Useful Resources Integrated Marketplace Parallel Operations Project Documents spp.org > Integrated Marketplace > Market Trials > Parallel Operations Test> Integrated Marketplace Parallel Operations Project Documents • Parallel Ops Presentations, Statistics, MP Meetings Folder • Parallel Ops Reference Documents Folder • Scenarios in Parallel Ops Folder > Scenarios Schedule • Parallel Ops Communication Plan • Parallel Ops MP Guide • Parallel Ops Calendar • Known Issues Log • Release Scorecard • Migration Report Integrated Deployment Test (as part of Parallel Ops) spp.org > Integrated Marketplace > Market Trials > Integrated Deployment Test • IDT MP Guide • Parallel Ops Calendar Additional documents: • Settlements Calendarmarketplace.spp.org > Public > Settlements > Calendars • Change Trackerspp.org > Integrated Marketplace > Marketplace Documents • Integrated Marketplace Structured/Unstructured Test Project Documents spp.org > Integrated Marketplace > Market Trials > Structured / Unstructured Test> Integrated Marketplace Structured / Unstructured Test Project Documents

  29. Tag Mirror/Replicate Process • SPP is currently mirroring (copying) Production Tags from the EIS Market into the Integrated Marketplace Systems • Process also modifies the tags to allow them to pass certain Marketplace Business Rules • Copied tags are used to calculate the SPP CBA Net Scheduled Interchange (NSI) for use in the ACE equation • Copied tags are used in RTBM to simulate activity from the current Balancing Authority activities For Reference Only

  30. Tag Mirror/Replicate Process Benefits • The NSI calculated by the copied tags closely matches the aggregate 16 BA NSI for the current SPP EIS footprint • Allows the SPP Engineers to study the Balancing Activities and compare those against the overall CBA NSI during the testing processes • Important tool for Inadvertent verification purposes during deployment testing • Lessened burden on MP not required to create tags For Reference Only

  31. Tag Mirror/Replicate Process - Costs • Small number of MP have created test tags • Tag Mirror Process renders Tariff validations invalid • Test tags were approved regardless of tagging errors or failed evaluations necessary for CBA • MP were trained on new Business Rules but have not been able to practice these new rules • Errors and confusion for hundreds of tags for Go-live if MP do not begin the real tag submission process well in advance of Go-live For Reference Only

  32. Tag Mirror Process - Changes • SPP will continue to Copy Tags for the first part of Parallel Operations • Tags Mirrored/copied – Nov. 12 thru Dec. 16 • Tag Mirror/copy will be turned off December 16 • Tag Mirror/copy will take days to wind down • Tag Mirror/Copy will not be reinstated for remainder of time to Go-live • MP will enter tags January/February 2014 For Reference Only

  33. IM Tagged Transaction entered by MP • Import Tags into the SPP CBA (Required) • Consist of Load Serving Contractual obligations for SPP BA • Necessary for accurate NSI • Export Tags out of the SPP CBA (Required) • Consist of Load Serving Contractual obligations for neighboring BA • Necessary for accurate NSI • Internal SPP CBA tags (not allowed) • Wheel/Through (not required/optional) For Reference Only

  34. IM Tagged Transactions - BP for approval • SPP Operators will evaluate for new Business Practices: • Accurate Transmission Service • Accurate GCA and LCA for “SWPP” BA • Accurate Marketplace Protocols evaluation • Ramp Availability • Accurate Physical Path • Must include SWPP Transmission Service • MP were previously trained on the new rules • Operators will deny tags that do not pass For Reference Only

  35. IM Tagged Transaction Process – Getting Started • MP will begin entering “Daily and Monthly” Import and Export tags for January Operating Month • Entry of tags between December 23rd and December 31 • MP Will see evaluation failures to be remedied to gain approval • SPP Operators will assist MP/PSE with modifying tags for entry errors • When Tag is accurate SPP Operator will approve • Optional - PSE adjust tags throughout January for Real Time • Same process for month of February For Reference Only

  36. Impacts on Market Participants • For the months of January and February MP will be required to “dual” enter. One tag in EIS Real time and an additional tag in IM Training • Tag entered for Training will not need to be updated for real time. • An average contractual mw profile will be adequate. • Additional Tags are encouraged for Financial Market • MP encouraged to compare EIS and IM settlement statements for strategy planning For Reference Only

  37. Impacts on Market Participants • Required Tagged Transactions have been identified • Current EIS Tagged Transactions – 600 to 800 • Required Tagged Transactions – approximately 75 • Impacted CPSE have been identified- CPSE involved in required transactions – approximately 12 • CPSE are being contacted by SPP staff to communicate requirements for tag entry • Tag entry also being coordinated with GP and LSE associated with required tags For Reference Only

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