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Structured / Unstructured Market Trials

Stay updated on the latest market trials developments. This week's agenda includes TCR/ECT update, analysis of July 29 - August 4, settlements, outstanding questions, and more.

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Structured / Unstructured Market Trials

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  1. Structured / Unstructured Market Trials Weekly Update – Friday Meeting August 9, 2013

  2. 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

  3. Agenda • TCR / ECT Update (5 min) 9:00-9:05A • Analysis July 29 – Aug 4 (30 min) 9:05-9:35A • Settlements(20 min) 9:35-9:55A • Outstanding Questions (10 min) 9:55-10:05A • Scheduling Questions • Solution Optimality • Look-Ahead Aug 12 – Aug 18 (10 min) 10:05-10:15A • Updates (10 min) 10:15-10:25A • Release Scorecard • Migration and Maintenance Report • Known Issues Log • Questions (5 min) 10:25-10:30A

  4. TCR Market Trials • TCR Survey • Analyzing the results received and determining next steps • Will discuss next steps at the next MWG & CWG (8/19) • Incremental ARR Allocation • Allocation Results: Posted on 8/5 • September Monthly Auction • Auction Window: August 12th & 13th • Results Posted: August 16th Brett Crane

  5. TCR Market Trials Upcoming Activities Phase II Monthly Processes Remaining Brett Crane

  6. Extended Connectivity Testing • 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 . • Metrics updated as of Wednesday 8/7 at 12:00pm CPT • iDashboard – Market Trials Connectivity External Dashboard Brett Crane

  7. Extended Connectivity Testing • Test Execution: Brett Crane

  8. Analysis: July 29 – August 4 • 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 31 and Aug 1 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

  9. Settlements: Market Settlement System (MSS) Known Issues • The MSS is experiencing random failures. • KIL #342: If a settlement run fails for an OD, the process will lock up the day and we will need to skip the failed OD and the failed OD+1. This means that statements will not be available for the days that were skipped. Invoices for the week will also be missing the skipped days.  • KIL #414: If Settlements uncovers a critical defect, the system will require a complete refresh and Settlements will need to re-run all of the days in the past. Some defects can be fixed surgically but if the defect is deep within the system, ETSE will require a complete refresh. • Weekly invoicing and month end settlement at risk. • The vendor is working on fixes for these issues that may require 1 or 2 releases during SMT. Tony Alexander

  10. Settlements: Mitigation Steps for MSS Random Failures • At the start of Settlements SMT we will be running settlements on OD+2 to allow additional time to recover from potential failures. • BSS and Meter windows will remain open until 12:00 PM on OD+4, but data submitted after OD+1 may not be included in Initial settlements. • Settlement results may be posted earlier than the date shown on the Marketplace Settlements Calendar. • Settlement results “Settlement Date” may change to reflect earlier posting time. • These issues should be resolved before the start of Parallel Ops and settlements will be running according to regular settlement timelines. Tony Alexander

  11. Settlement Results Known Issues • Higher than normal Day Ahead Over Collected Losses Distribution Amounts (source data issue). • Settlements is researching an issue with the TCR Uplift Daily Amount. • Settlement Results Notifications are missing (fix in progress). Tony Alexander

  12. Settlements Data Available to MPs • Initials are available on the portal for the following ODs: Tony Alexander

  13. Settlements Data Quality • Data Quality is being added to the Settlements Scorecard (in progress). Tony Alexander

  14. Settlements Data Quality Tony Alexander

  15. Settlements Data Quality Tony Alexander

  16. Settlements Data Quality Known Issues • Higher than normal Day Ahead Over Collected Losses Distribution Amounts. • High and negative MLC values. • Higher than normal dispatch values for some resources. • RTGEN is producing unreasonable set points for 2 resources (fix expected end of August). • POPS is sharing unreasonable set points with other resources (fixed Aug 6). Tony Alexander

  17. Outstanding Questions and Reminders • LMP contour map scheduled to be available October 1, 2013 • RMS Tickets - please include the following details: • API Issues: Input and Output XML • UI Issues: Screenshots of errors found in UIs • Please include these details for issues that apply to any UIs and APIs, not just Markets issues • If these items are provided when the Ticket is opened, SPP will not have to request them and issues will be resolved more quickly. Ginny Watson

  18. Scheduling: Tagging and Oasis • Members should be submitting TSRs and tags to test new Integrated Marketplace tagging functionality for Dispatchable, Up-To-TUC, Ramp Reservation System, and Marketplace Import Service.  • There is not a specific scenario for testing tags; however, this is part of the base scenario testing. • Day Ahead will only use tags submitted by the market participants. Wendy Reynolds

  19. Scheduling: Tagging and Oasis • Submitting tags will allow members to see tags through Day Ahead Market Clearing to Settlements. • A SWPP Oasis TSR must be referenced on the tag to be mapped correctly for the market system.  • SPP will be tracking participation in Tagging and RRS testing for readiness.

  20. Scheduling: Tag and TSR Replication • SPP is replicating the EIS market import/export tags in order to keep RTBM and RTGEN NSI as close as possible to production EIS.  These replicated tags are submitted as Real-Time Fixed transactions only. This is why it is important for members to submit tags for DA. • SPP is also replicating production Oasis TSRs.  Entities may tag against those TSRs as well as create new TSRs. • Because a valid SWPP reservation is required for mapping, any production EIS tags that do not use SWPP transmission will not be replicated to this IM environment. Wendy Reynolds

  21. Scheduling: NSI True Up • Because we have a need to keep NSI for RTBM and RTGEN as close as possible to EIS NSI, SPP will be submitting True-Up tags each day at 4:00 PM for the next day. The True-Up tag will counter any tags entered by members. Members should not be concerned about doubling up by submitting a tag as DA and SPP replicating that tag for real time. This is taken care of by the True Up tag. • Should a user submit a real-time tag after 4:00 PM OD-1 (after the True Up process), the user should also submit a counter tag, having a 0 net affect on NSI. Wendy Reynolds

  22. Scheduling: Tagging and Oasis Environment • The WebTrans URL is https://demo.spp.oati.com/ and for those that use OATI, the tagging URL is https://demo1.spp.tag.oati.com. • Users will need to enable the SPP market information under MiscTagging Settings in order to see the new market information section of the tag. Wendy Reynolds

  23. Solution Optimality: Day Ahead SCUC vs SCED Difference • Some Operating Day results have shown non-optimal Resources clearing caused by a difference in the clearing engine’s SCUC and SCED solutions. • The issue is caused by the internal coordination of the SCUC and SCED algorithms in the MCE • SCUC: responsible for determining the optimal Resources commitment and regulation selection schedule • SCED: responsible for determining the optimal clearing Resources schedule based on SCUC commitment decision • SCED clearing results in SCED LMPs/MCPs for settlement • SCED Resources clearing and margin outcome mostly correlates with SCUC commitment decision • SCUC / SCED difference in DA solution exists in all other markets and is expected to some degree • SPP continues to analyze and review submissions from MPs Jarrett Friddle

  24. Look-Ahead: August 12 - 18 • Aug 12 – Aug 18 Daily Calendar • spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder • Includes some Settlements Dates. All details on Settlements Calendarmarketplace.spp.org > Public > Settlements > Calendars • Scheduled Scenarios • 1.0 Delay Market Close • 11.0 EDR Deployment • SMT Hotline Monday Aug 12 • All SPP Meeting Monday AM • Hotline will be open, but SMEs needed to resolve issues quickly will not be available. • Today Friday Aug 9 Maintenance Window extended 1-5P CPT • Extended due to installation of MDB 1.4.1.3 • Any case data for ODs prior to 8/8 will no longer be available in the MOI or MUI • 3 Official Operating Days – Tues Aug 13, Weds Aug 14, Thurs Aug 15 Ginny Watson

  25. 1.0 Delay Market Scenario Description • The DA Market process begins with the submittal or updates of Offers and Bids for use in the DA Market clearing. MPs must submit final Offers and Bids no later than 1100 Day-Ahead • Immediately following the close of the DA Market at 1100, SPP begins the process of clearing the DA Market and completes the process by 1600. No later than 1600, SPP electronically communicates the DA Market results for each hour of the OD to MPs • SPP may delay the DA Market closing time and/or posting for unforeseen circumstances. SPP will notify MPs for any such timing delays Alan Adams

  26. 1.0 Delay Market Expected Result Delay DA Market Closing Times • MPs will receive a notification that the DA Market closing time has been extended with the new closing time provided. • MPs will receive a notification via MUI/API of the updated DA Market Closing time. • Normal deadline of 1100 will be extended to allow MPs to submit / update bids/offers up to the new posted closing time. • RTOSS will extend normal deadline of 1100 in conjunction with the extended DA Market close time. • RTOSS will allow MPS to submit new DA Interchange Transactions / updates up to the new posted closing time. Delay Market Publication • MPs will receive a notification via MUI/API that the results of the DA Market are being delayed past 1600. No new time may be provided. • Once SPP approves a DA Market case for the OD, MPs will receive notification via MUI/API. Alan Adams

  27. 1.0 Delay Market Market Participant Activities *applicable to all Market Participants Delay DA Market Closing Times • Verify notification of delay of DA Market Closing time is received. • Modify or submit new bids/offers between 1100 and new closing time. Confirm modifications are accepted. • Modify or submit new DA Interchange Transactions between 1100 and new closing time. Confirm modifications are submitted. • Modify or submit new DA Interchange Transactions after new closing time. Confirm modifications are not allowed. • Resource offers and parameters can also be modified during the extension period. • Not an explicit part of this Scenario; not designated as expected • As an optional verification, MPs can test this functionality with reasonable and minimal modifications. • DA transactions, bids and offers are the priority. Alan Adams

  28. 1.0 Delay Market Market Participant Activities *applicable to all Market Participants Delay Market Publication • Verify notification that the results of the DA Market are being delayed past 1600 is received via the MUI/API. • Once DA Market results are made available, verify notification via MUI/API is received and all applicable information is available. Alan Adams

  29. 11.0 EDR Deployment Scenario Description • An External Dynamic Resource (EDR) is an external Resource, not Pseudo-Tied, or external fleet of resources that will be participating in the Energy and Operating Reserve Markets. • EDRS in the Eastern Interconnection may only submit a fixed delivery of energy represented in an e-Tagged Dynamic Interchange Schedule. The Schedule will be submitted via RTOSS. They may also submit Regulation offers. • EDRs associated with DC Ties will have a e-Tagged Dynamic Interchange Schedule and are allowed to submit energy and Operating Reserve offers. • This scenario will demonstrate the clearing and dispatch of an EDR resource for all qualified products. The scenario will be executed on 8/14, 09:00 to 12:00 CPT. Alan Adams

  30. 11.0 EDR Deployment Expected Result • AC connected EDRs and DC connected EDRs will submit an e-tagged Dynamic Interchange Schedule. • AC connected EDRs will clear a fixed amount of energy identified by the e-tagged Schedule. If qualified, then Participants can submit regulation offers. • DC connected EDRs will submit energy offers . If qualified, then participants can submit Operating Reserve offers. • Market Participants will observe the clearing of Energy and Operating Reserve products. Alan Adams

  31. 11.0 EDR Deployment Market Participant Activities *applicable MPs with registered EDRs are in contact with SPP • Commit Status of ‘SELF’ for both AC and DC EDRs • For AC EDRs: • energy dispatch status of ‘Not Qualified’. • May submit Regulation offers. • For DC EDRs: • submit Energy offer . • May submit Operating Reserve Offers. • Participants must submit an Eco Min and Eco Max for the EDRs. • These limits will also be used for the Emergency Min, Emergency Max, Regulation Min and Regulation Max. Alan Adams

  32. 11.0 EDR Deployment Market Participant Activities *applicable MPs with registered EDRs are in contact with SPP • If the Participant will be participating with an EcoMin greater than or equal to 0, then it is required that an accompanying Dynamic Schedule sourcing from the EDR BA to the SPP BA be submitted via RTOSS. • If the Participant will be participating with an EcoMinless than 0, then it is required that an accompanying Dynamic Schedule sourcing from the SPP BA to the EDR BA be submitted via RTOSS. • Offer products should be submitted sufficiently low enough or with a Fixed Dispatch Status in order to ensure clearing in the RTBM. Alan Adams

  33. Scenario Tracker • Please reply to Scenario Tracker emails • Reference Documents for Success Criteria: • SMT Performance Support Tool found on spp.org spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder > Structured Market Trials Scenarios • Detailed Scenario Documents found on spp.org S pp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder > Structured Market Trials Scenarios Casey Cathey

  34. 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

  35. 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

  36. 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

  37. Scheduled Scenarios • Aug 12 – Aug 18 • 1.0 - Delay Market Publication / Delay Market Close • 11.0 – EDR Deployment • Aug 19 - 25 • 5.1 – Capacity Shortage • 6.1 – Capacity Excess Ginny Watson

  38. 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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