Http://nodal.ercot.com 1 Single Entry Model (SEM) Go-Live Update for NIT June 22, 2009 Matt Mereness

http://nodal.ercot.com 1

Single Entry Model (SEM)Go-Live Update for NIT

June 22, 2009

Matt Mereness


SEM Update for NIT

• SEM Overview• SEM Go-Live Update• Market Testing and Training Update• Market Dashboard• FAQ

• Update on 2 TAC Issues– Posting of Model/NOMCRs for TSPs only and Approvers for SEM Go-Live

• Reminders / Q&A

• Appendix/Supporting Info – Go-Live outreach, timeline, and activities– Training overview and sign-up– Dates/ methods to test submissions of NOMCRs– SEM Go-Live Criteria


SEM Go-Live Overview

• Single Entry Model (SEM) Go-Live is the switchover on Aug 31, 2009 for TSP submissions of network operations model change requests

– from “Service Request” submissions via TML

– to “NOMCR” submissions via the NMMS • System of record for model changes becomes NOMCRs on 8/31//09

• System of record for Network operations Model for reliability and dispatch remains Zonal/Genesys system until Dec 2010

TSPCurrent Activity

Submit Modeling Change via Service Request

ERCOT UploadsSvc Request

into ZonalGenesys Model

ERCOT Copies/ConvertsZonal Model “seed”

Into Nodal NMMS Model

TSPAug 31, 2009

Submit Modeling Change viaNOMCR/NMMS Tool

(includes ICCP)

ERCOT IncrementallyConverts NOMCR

Into Svc Req Uploads into ZonalGenesys Model

ERCOT uploads NOMCR

Into Nodal NMMS Model to

support nodal testingData Consistency Checks are run to ensure model synchronization/fidelity

Periodic checks are run to ensure model synchronization/fidelity

Full

Copy

Incr.

NOMCR

4

Current Network Operations Model Maintenance for TSPs

ERCOT Zonal EMMS Model(system of record through 12/1/2010)

Submits Service Request to Change Model

ERCOT Nodal NMMS Model(nodal testing model- CIM file for EMS/MMS/etc)

Periodic full copy and conversion of model (zonal seed used for nodal systems)

TSP

5

After 8/31/2009: SEM Go-Live Network Operations Model Maintenance for TSP



ERCOT enters NOMCRs into zonal model

ERCOT runs consistency checks to ensure models are aligned and maintained

Submits Model Change Request (NOMCR)

TSP

NMMS ModelSystem of Record

Nodal Go-Live 12/1/2010

6

Network Operations Model Maintenance for Resource & QSE (today and post 8/31/09)



ERCOT enters into zonal model

NMMS ModelSystem of Record

Nodal Go-Live 12/1/2010

Submits RARF (Resource Asset Reg Form) via Service Request

Submits ICCP Change via Service Request

ERCOT process

QSE

RE


Go-Live Timeline and Activities

SEM Go-Live 8/31/09


SEM Go-Live Update

• Communication and Calendar– May 6th ERCOT began TSP outreach through Wholesale Client Services

• TDSP/TO associations sent to 23 TOs• Solicit training headcount from TOs (pre and post Go-Live)• Good response from TOs

– May 15- Market Notice sent for SEM Kick-off call to occur– May 28- SEM Kick-off WebEx 10:00-11:30am

• Go-Live timelines and activities for June - August 2009 • Training overview and sign-up • Dates and access methods to test submissions of NOMCRs • Communications mailbox and SEM market call schedule

– June 4- Start weekly Thursday SEM Calls at 2-3pm (through go-live/August)• Company attendance is recorded • ERCOT provide updates on testing and training• Highlight issues or Frequently Asked Questions• Open Question/Answer session for TSPs• Meetings will be posted on new ERCOT calendar page at:

http://www.ercot.com/committees/nodal/eds/sem/index

– June 8- Testing environment available to TSPs (through Aug 10)– June 22- Weekly classroom training for 6-weeks (through July 30)


SEM Go-Live Update

• What is ERCOT doing this week?– Continuing Market Users set-up and ERCOT stress testing

• Stress testing still underway but good-to-go for training next week• Training pilot completed• Preparing for first course June 23

– Delivering first training class

• Training enrollment to date and system access requests– 7 people currently scheduled for kick-off class June 23-25– July 14-16 class is already full (may change – monitor via LMS)– Openings still available in other classes

• CIM Model– All those that requested the populated CIM XML file to date have received it

• Communications during the week – NOMCR Help– Access/permissions/setup issues– Questions as users testing application– Minor system issues


Market Testing & Training Update

Communication of requests

• Training Requests– Sign up using LMS system

• Training page: http://nodal.ercot.com/training/courses/index.html• Enrollment: https://www.ercottraining.com/lms/default.asp• Dates- June 23-25, June 30- July 2, July 7- 9, 14-16, 21-23, 28-30

• Training materials posted– http://www.ercot.com/committees/nodal/eds/sem/

• Test system access request– Email [email protected] for system access

• Populated CIM file request– Request file from [email protected] – Pressing CDs and mailing to TSP upon request

SEM Go-Live Dashboard

TO/TDSP

Attendance at any of the SEM Market

Calls

# of Representatives scheduled to take SEM

Training

# of TDSP users with access to the test SEM environment

AEP TEXAS CENTRAL COMPANY 11 15BRAZOS ELECTRIC POWER CO OP INC (TDSP) 6 6BROWNSVILLE PUBLIC UTILITIES BOARD (TDSP) 1 1BRYAN TEXAS UTILITIES (TDSP) 1 3CENTERPOINT ENERGY HOUSTON ELECTRIC LLC (TDSP) 7 9CITY OF AUSTIN DBA AUSTIN ENERGY (TDSP) 10 10CITY OF COLLEGE STATION (TDSP) 1CITY OF GARLAND (TDSP) 2 2CPS ENERGY (TDSP) 3 3DENTON MUNICIPAL ELECTRIC (TDSP) 1 2GEUS (TDSP) GLOBAL AIR SCIENCES INC (TDSP) 6GOLDEN SPREAD ELECTRIC COOPERATIVE INC (TSP) 1 LCRA TRANSMISSION SERVICES CORPORATION 2 2ONCOR ELECTRIC DELIVERY COMPANY 5 9RAYBURN COUNTRY CO OP DBA RAYBURN ELECTRIC (TDSP) 3 RIO GRANDE ELECTRIC CO OP (TDSP) SOUTH TEXAS ELECTRIC CO OP INC 3 3TEXAS MUNICIPAL POWER AGENCY 2 2TEXAS-NEW MEXICO POWER CO (TDSP) 1 4TOTAL: 17 59 78

# of TDSPs represented

# of MP Reps scheduled to be trained

# of TDSP users with access to test SEM environment


SEM Market Call- FAQ

• RESET password (if you cannot remember your user account/password for the ERCOT network). User name is usually first initial last name (eg, John Smith would be jsmith). If you do not remember either, the password will need to be re-set through the ERCOT Helpdesk (the implementation team cannot administer passwords).

– Step 1- if you don’t have an ERCOT digital certificate, contact your company’s USA– Step 2- if you can’t remember your user name and/or password

• EMAIL the ERCOT Helpdesk, [email protected]• First and Last name• DUNS number• Phone number so they can contact you with the new password

• DATA RETENTION– The NOMCR data will need to be refreshed from time-to-time, so recognize that ERCOT may do so – ERCOT will only do the refresh after 5pm to avoid MPs losing their work in the middle of the day

• Service Level Agreement- the SLA for this NMMS testing platform is business hours Monday-Friday. The systems will be kept available after-hours and weekends, but support of questions and system issues will only be worked during regular business hours.

• Performance- ERCOT is continuing to test and optimize configurations in this test environment, so there are some performance issues to be expected in the early days, with the goal of improving performance in advance of the first training session June 23.

• Production system access- this access is only to the test environments. The final environment in August will require additional requests and participation from the USA for your company to assign the appropriate NMMS role.


SEM Market Call- Open Issues

• Will there be focused ICCP-only training or a guide for SCADA-focused employees?• Can an MP modeler set-up new equipment, and then have another user make the ICCP

assignment?• Can ERCOT set-up a read-only role?

This issue is now closed:

Can ERCOT post any training materials early to support testing? (Posted on 6/15 at http://www.ercot.com/committees/nodal/eds/sem/index)

Update on 2 TAC Issues

• At TAC two changes were adopted to the SEM Go-Live Procedure

– Update posted http://nodal.ercot.com/readiness/golive/index.html

• TAC adopted approach of posting Populated CIM Model to only TSPs

– Interim solution

– Longer-term still need to determine:• When should populated model file be available for all MPs prior to overall nodal go-live, Feb

2010 integrated trials?

• Resolution of posting of Private Use Network load estimates that are within model

• TAC adopted approver of SEM Go-Live to be the NIT (NIT/TAC/Board)• Nodal Implementation Team established, with first meeting June 22


Reminders and Q&A

• Reminders:

– Training requests • Enroll at https://www.ercottraining.com/lms/default.asp

– Test system access request• Email [email protected] for system access

– Populated CIM file request• Email [email protected] for CIM file• Pressing CDs and mailing to TSP upon request

– Next Weekly Market Call- June 25, 2009• http://www.ercot.com/committees/nodal/eds/sem/

• Questions and Answers


• Appendix/Supporting Info– Go-Live outreach, timeline, and activities– Training overview and sign-up– Dates/ methods to test submissions of NOMCRs– SEM Go-Live Criteria


Go-Live outreach, timeline, and activities

• Communication– May 6th ERCOT began TSP outreach through Wholesale Client Services

• TDSP/TO associations sent to 23 TOs• Solicit training headcount from TOs (pre and post Go-Live)• Good response from TOs


Go-Live outreach, timeline, and activities (continued)

• Communication and Calendar– May 15- Market Notice sent for SEM Kick-off call to occur– May 28- SEM Kick-off WebEx 10:00-11:30am

• Go-Live timelines and activities for June - August 2009

• Training overview and sign-up

• Dates and access methods to test submissions of NOMCRs

• Readiness metrics related to training and testing

• Communications mailbox and SEM market call schedule

– June 4- Start weekly Thursday SEM Calls at 2-3pm (through go-live/August)• Company attendance is recorded

• ERCOT provide updates on testing and training

• Highlight issues or Frequently Asked Questions

• Open Question/Answer session for TSPs

• Meetings will be posted on ERCOT calendar at http://www.ercot.com/committees/nodal/eds/

– June 8- Testing environment available to TSPs (through Aug 10)

– June 22- Weekly classroom training for 6-weeks (through July 30)



Apr Modeling Guidelines detailed review Training update (content outline) Jun 1 – Aug 31 SvcReq limits and process Initial discussion of high-level transitional business

processes Discuss Transition Metrics for MPs SEM Update & Go-Live Criteria discussion

Update to NDSWG & ROS

May Publish final “draft” Modeling Guidelines Training update/documentation Follow-up discussion of high-level transitional

business processes Escalate- Model Posting/Disclosure, no TPTF apprv Discuss Transition Metrics for MPs SEM Update & Go-Live Criteria discussion EDS Kick-off of SEM

Update to NDSWG/ROS/TAC/WMS

Jun Publish final Modeling Guidelines Training Begins/Update NDSWG Publish SRs not in seed model Confirm final 30-day processes (Aug 1-31) SEM Update & Go-Live Criteria discussion

Update to NDSWG/ROS/TAC

Jul Joint NDSWG and SSWG meeting Status of SEM-EDS activities SEM Go-Live Entry Criteria satisfied

Update to NDSWG/ROS/TAC

Aug Confirm Go-Live activities Sign up for 2nd round of training

Go-Live approval NIT/TAC/Board



– Transition periods:• June 1- Aug 30, 2009 (objective to minimize SvcReq during this period)

– Submit changes as far in advance as possible

– No equipment name changes (defer until after SEM Go-Live 8/31/09)

• Aug 15-30, 2009

– Two weeks no submissions, except for emergency changes

• Aug 31, 2009 - Feb 2010 (NOMCRs for any/all network changes)

– After 8/31/09 TSPs will work to validate the network model and align to their in-house systems

– Initially the NOMCR timeline will align with zonal timeline

» 30-day lead-time, compliant with current zonal database schedule

» Status is tracked and communicated via system emails

– Any SRs that did not go into zonal production will be converted by ERCOT to NOMCRs for verification/submission by TSPs in Sept

– In 2010 TSPs gradually transition to NodalProtocols(3.10) 90-day timeline submission requirements


Training Overview and Sign-Up

• TSP Submission Testing and Training will be the same system/database

- Model to be used will be snapshot from October 2008- Training audience is the TSP network operations modelers/staff

• Submission Testing system access – Available June 8 – Aug 10– NOMCR testing system will be on-line and available to all TSPs– ERCOT has established a dedicated email and have staff available to support questions

([email protected])

• Training to be hosted in Taylor – Pre-SEM classes June 22 – Aug 3

• Current plans for at least six 3-day sessions • Planning for 12-18 seats for each class• Large dedicated training room

– Post-SEM classes Sept 23- Oct 20• Fewer sessions and smaller classes (tbd)• Make-up classes, not just-in-time training for all staff after go-live


Training Overview and Sign-Up (continued)

• Classroom schedule for the 3-day class• One class per week for 6 weeks• Start 1pm Tuesday / End noon Thursday

• Trainees can stay in Lab Thursday afternoon for Q&A• If schedule fills up, ERCOT will shorten class to 2-days for the overbooked weeks

• June 23-25, June 30- July 2• July 7- 9, 14-16, 21-23, 28-30

• Next 4 slides show summary of training format and equipment

• Note that testing/training will only include Level 1 Validation• Level 1 – Automatic by the system upon submitting.• Level 2 – Visual by the N/W Model Coordinator• Level 3 – Power flow run on the one NOMCR.• Level 4 – Power flow run on all NOMCRs for that day.• Level 5 – Power flow run on the AREVA system.

Training (continued)





Training Overview and Sign-Up (continued)

• Sign-up for access to test environment starts today • System access began June 8th • Email request to [email protected]• Test environment requires a valid digital certificate (production or nodaltest)

- Digital certificates are to be coordinate with your company’s USA- Include in email:

Employee Name- TSP/Company Name- DUNS- Email address- Alternate/Centralized Email address for status change-Primary phone- Alternate phone-

• Sign-up for training will be discussed next week• Weekly slots available for up to 18 participants• Looking to leverage LMS/Training system to coordinate and track training• Training classes occur each week from June 23 through July


SEM Go-Live Criteria

• SEM Go-Live Criteria defined in the SEM Go-Live Procedure http://nodal.ercot.com/readiness/golive/index.html

• Section 4- The following entry criteria shall be met for SEM Go-Live

– TSPs & ERCOT complete EDS 2 Release 4 activities (next page)

– Nodal network model validated and approved as baseline for SEM Go-Live by ERCOT System Ops and Market Ops Directors

– ERCOT publishes CIM model to be used for SEM Go-Live

– ERCOT sufficiently staffed for maintenance of nodal & zonal systems

– Nodal EMS is capable of consuming NMMS CIM files through the EMS CIM importer for use in the Nodal EMS application suite

– SEM Go-Live readiness approved by TPTF, TAC and ERCOT BOD• presume ROS approval in place of TPTF

– ERCOT publishes the following documents for TSPs• NMMS Modeling Guidelines / Validation Rules document• Latest CIM data dictionary and schema• ERCOT Network Operations Model validation whitepaper• ERCOT Network Operations Model validation results


SEM Go-Live Criteria (cont’d)

– All TSPs complete EDS 2 Release 4 activities• MPs have enrolled and can access the ERCOT MIS portal• MPs have been trained on the NOMCR process• TSPs can electronically submit data changes utilizing the NOMCR user interface and CIM

compliant format for data exchange or via the manual MIS NOMCR process• QSEs can submit data changes utilizing the registration submission and subsequent ERCOT

NOMCR process• MPs can receive NOMCR acknowledgement of submittals, verifications, and confirmation of

data posting

– ERCOT completes EDS 2 Release 4 activities• ERCOT is ready to fully utilize the NOMCR process for all TSP/QSE data change requests• TSP MPs can successfully submit data changes via the CIM compliant electronic NOMCR

process. • QSE can successfully submit data changes through registration submissions (and updated in

the Network Operations Model via the NOMCR process)• ERCOT has processes in place to use a “single entry point” to maintain both Nodal and

Zonal network model databases when MPs submit changes via the NOMCR process• NMMS is the database of record for the Network Operations Model including the ICCP

modeling point database and operatorship / ownership information• NMMS database is under full change control by ERCOT Network Model Group• ERCOT discontinues the use of Service Requests for data changes and change control• ERCOT begins the use of the NOMCR process for data changes and change control

Documents

Http://nodal.ercot.com 1 Single Entry Model (SEM) Go-Live Update for NIT June 22, 2009 Matt Mereness