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Jan 18, 2018
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Texas Nodal EDS 3
Early Delivery System PlanTPTF
April 24, 2007
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Agenda
Nodal Timelines• Nodal summary release schedule• EDS Release Philosophy
EDS 3 Plan• Objectives and Transition Plan requirements• Activities• Release and testing timelines• Market Participant Readiness
How can the TPTF continue to help in the effort?
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EDS 3 Plan - Background
• Presented EDS 3 Plan to TPTF on April 2nd, 2007• Converted the presentation into the EDS 3 Plan on April 5th, 2007• ERCOT internal review signoff April 19th, 2007• Posted EDS 3 Plan for TPTF comment on April 19th, 2007
– Comments expected by April 30, 2007– Post redlined document and comment disposition by May 3, 2007– Discussion and possible vote on May 7, 2007
• TPTF on April 23rd, 2007 requested a walk through of the plan
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ED
S 4
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Alarms Processing
FAT
EMS 2A
ED
S 1
ED
S 2
ED
S 3
FAT – Rel 3
EMS 2B EDW 1
FAT – Release 4
NMMS 1 NMMS 2 EIP 1
FAT – Release 5
REG 1 MMS 1EMS 2C
EIP 2 S&B 1 MIS 1EIP 3
EDW 2
FAT – Release 6EMS 3EDW 3
EIP 4
FAT – Release 7
EDW 4CRR 1CMM 1 EIP 5
FAT – Release 8MMS 2
S&B 2EDW 5 EIP 6
FAT – Release 9
MMS 2S&B 2OS
NMMS 3 EMS 4EDW 6 EIP 7
EMS 5 DIS
P2P Checkout
SE Verification
ITEST
RTM Go-Live
DAM Go-Live
EDS 2 Release 3: SE VerEMS- State Estimator & Tel Perf Stds,NSA, SPS/RAP, SCADA and DynRatings for Single ModelEDW– SE Statistics
EDS 2 Release 4: NM VerNMMS- Network Model, NOMCREMS- EMS /NMMS InterfaceEIP
EDS 3 Release 5: LMPsMMS– SCEDEMS- NSA, RLCCOMS- S&B (FIP, FOP,Ver Costs)- RegistrationEIPMISEDW
EDS 3 Release 6: LFC TestingEMS- LFCEIPEDW
EDS 3 Release 7: CRRCRRCOMS- CMMEIPEDW
EDS 4 Release 8: RT SettlementsMMS- RT Settlements InterfaceS&BEIP, EDWEDS 4 Release 9: DAM, RUCMMS- All Markets- OSEMS – Load Forecast, Out EvalNMMSS&BEIP, EDW
ITEST
ITEST
LegendIntegration TestingProject FAT Activities
Settlements Statements
Upload Bids
Test Settlements
Outages DAM, RUC, SASMFull Nodal Functionality
24*7 Operation 168 Hr Test
NOMCR Chk out Network Model Verification
Rel 1
Rel 2
EDS 1 Release 1:EMS Vanilla
EDS 1 Release 2:ICCP Upgrade
Rel 3
FAT
EDS
FAT
ITEST
EDS
FAT
ITEST
EDS
SCED TestingRegUpload Offers
Rel 4
Rel 5
Rel 7
Rel 6
6 month LMP Posting
CRR Data Validation Trial Ops of CRR
LFC Comms Testing
ITEST
EDS
FAT
FAT
EDS
ITEST
ED
S 4 Go-Live
Activities
EDS 1 EDS 2 EDS 3 EDS 4
MP Interface Spec
Start of EDS activities
FAT milestones
EDS Preparatory Milestones
Rel 8Rel 9
LFC Testing
ReadinessDeclaration
Readiness Declarations
Texas Nodal Program Summary Release Schedule High Level Version 2.0
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Release Overview
• EDS 1 Release 1 – Alarm Processing
• EDS 1 Release 2 – Point-to-Point Checkout
• EDS 2 Release 3 – State Estimator & Network Security Analysis
• EDS 2 Release 4 – Network Model Validation
• EDS 3 Release 5 – SCED execution and Reasonable LMP’s
• EDS 3 Release 6 – Load Frequency Control
• EDS 3 Release 7 – Settlement Statements, CRR Allocation & Auction
• EDS 4 Release 8 – RT Settlements (no Shadow Settlements)
• EDS 4 Release 9 – DAM, RUC, SASM, Full Settlements, EDW Extracts
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Quality and application maturity
Software Maturity / Stability / Time
Qua
lity
Early DropNew
software versions
New software version
Final version
Trend
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Quality and application maturity
Software Maturity / Stability / Time
Qua
lity
Early DropNew
software versions
New software version
Final version
Trend
We are working to “start early” EDS to encourage earlier MP involvement – quality and support expectations must be managed appropriately• During the ERCOT quality control process,
“early” software versions will be used for EDS testing that have not completed ERCOT's full quality control cycle
• EDS Software versions will have known defects and additional defects discovered during EDS that will be incorporated into the internal release management schedule for prioritization and correction.
• Potential for periods of reduced service level due to unexpected circumstances such as server failures.
• These systems will be available to the market for testing the processes required to run SCED, LFC and CRR
• The EDS environment will be upgraded incrementally with new functionality coordinated with the internal release management schedule. Market Participants will be notified in advance of system upgrades and new functionality.
• System availability, quality of LMPs and other data and support responses will improve over time but may not likely meet production standards at the initial start
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Release Quality Gates ensure quality of the early EDS activities
Integration 1 Integration 2
Security & Performance
End To End Testing
EDS Input and Data Validation EDS Release Testing
Registration EMS(RLC, TCM)
Projects perform FAT testing...
…followed by Application Integration
completion...
…followed by ERCOT Internal Quality Control
process...
MMS(SCED)
NMMS
Integration Testing
Testing to ensure application is stable, secure and meets system performance requirements
Testing of application integration and data flows between systems
Testing of business functionality across systems to support EDS
Build 1 Build 2
Early Delivery of Stand Alone Systems will be available for
Data Validation
EDS Interface Testing
External Facing Machine to Machine
Interface Stubs
Market Testing with all Participants
EarlyDrop 1
QC TestingRelease
EarlyDrop 2
Integrated Release
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Early SCED Release Timeline
Objectives • Enable MPs (limited) to upload
offers to SCED (API or UI)• Scripted testing with limited
QSEs• Enable MPs to review LMPs • Obtain feedback on user
experience• Test MP ability to submit offers
through API into SCED
System Needs MMS• SCED• SCED UI (As Is)• LMP Output (CSV)EIP• Three Part Offer• Offer Acceptance• Error notification*Data / Stubs • Registration (QSE, Resources)• EMS (Telemetry Simulator,
Resource Limit Calculator, Shift Factors, Constraints)
• SCED Input data Creation / Submission Tool
Testing Tools• Defect tracking &
communication process / tool
* Interface may be delivered in next phase
Objectives (Incremental)• Test MP ability to utilize API’s
- Output Schedules- COP- Inc/Dec Offers
System Needs MMS• No ChangeMIS• Portal with all portlets configured
(Minimal data / linkable apps)EIP• Output Schedule• COP• Inc/Dec Offer*Data / Stubs• No ChangeTesting Tools• No Change
* Interface may be delivered in next phase
Objectives (Incremental)• Execute SCED utilizing Real-
Time ICCP data• All MPs to participate together• Publish LMPs and Base points
via MIS
System Needs MMS• SCED UI UpgradeEMS• SE, Transmission Constraint
Manager, Resource Limit Calculator
S&B• FIP, FOP, Heat Rate CurvesNMMS• Network ModelMIS• Data and linkable apps
incorporated as availableEDW• LMP Reports (MIR)EIP• EMS-to-MMS• MMS-to-EMS• NMMS-to-MMS• REG-to-MMS• S&B-to-MMS• PLATT-to-MMS Data / Stubs• No ChangeTesting Tools• No Change
Objectives (Incremental)• Publish all SCED reporting per
Nodal Transition Plan
System Needs MMS• Hub & Load Zone Price
CalculationsMIS• Full System• SCED Reporting (Graphical)EIP• MMS-to-MISData / Stubs• No ChangeTesting Tools• No ChangeInfrastructure• No Change
Objectives (Incremental)• Stable & quality SCED • Begin publishing of LMPs for 6
months as required by Nodal Transition Plan
System Needs MMS• Bug fix onlyMIS• Bug fix onlyEMS• Bug fix onlyEIP• Bug fix onlyNMMS• Bug fix onlyMIS• Bug fix onlyEDW• Bug fix onlyData / Stubs• No ChangeTesting Tools• No ChangeInfrastructure• No Change
Support levels:
The quality, system availability and support levels during early stages may not match production standards. ERCOT will ramp up to 8*5 support for SCED operations by Jan 08
July Aug Sep Oct Nov Dec Jan2007 2008
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Early LFC Release Timeline
Objectives • Test the process for AS qualification of Generator and Load resources• Issue draft report to QSE and ERCOT and evaluate process making
adjustments as necessary• Software and communications testing• Calculation of ACE & comparison with existing control system• Validate EMS• Ability of QSE to receive Regulation Signal• QSE internal system / processing validation
System Needs EMS1• ICCP• Generation Subsystems
• Resource Qualification Testing Tool• LFC
MMS1• SCEDEIP• None?Data / Stubs • None?Testing Tools• Ancillary Service Qualification Testing Tool• Tool to provide base points to LFC• Defect tracking & communication process / tool
Infrastructure• Temporary Hardware – OK
Objectives (Incremental)• Evaluate each generator and load resource• Verify data requirements for LFC, for each QSE qualified to provide either Reg- Up, Reg-Down or
Response Reserve Services• Compare Area Control Error on EDS environment and existing control systems for seven days• Verify each QSEs ability to provide Regulation Control and Dispatch Instructions for Manual Response
Reserve Deployment Dispatch
System Needs EMS• Bug fix onlyMMS• Bug fix onlyMIS• Bug fix onlyEMS• Bug fix onlyEIP• Bug fix onlyNMMS• Bug fix onlyMIS• Bug fix onlyEDW• Bug fix onlyData / Stubs• No ChangeTesting Tools• No ChangeInfrastructure• No Change
Jan Feb Mar Apr May Jun Jul
2008
Support levels:
The quality, system availability and support levels during early stages may not match production standards. ERCOT will ramp up to 8*5 support for SCED operations by Jan 08
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Early CRR Release Timeline
Objectives • Registration of QSEs as
CRR Account Holders• Validate MP CRR Digital
Certificate rights• Enable AH to upload Bids• Validate AH bids
System Needs CRR• CRR• CRR UI (As Is)Data / Stubs • Registration (Account
Holders)• CMM• Network Model, Settlement
Point Prices, etc
Testing Tools• Defect tracking &
communication process / toolInfrastructure• EDS 3 Environment
Objectives (Incremental)• Conduct mock CRR auction• Validate allocation
methodology• Issue test PCRRs and CRRs
to MPs• Mock CRR Invoices
System Needs CRR• CRR mock auction results
(CSV/XML)EIP – CRR interfaces with• NMMS• Registration• CMM
Data / Stubs• NoneTesting Tools• No ChangeInfrastructure• No Change
Objectives (Incremental)• Conduct monthly and multi month CRR auctions• Stable & Quality CRR• Conduct bilateral trading• View CRRs
System Needs CRR• Bug fixes• CRR ReportsEDW• CRR ExtractsData / Stubs• NoneTesting Tools• No ChangeInfrastructure• No Change
Jan Feb Mar Apr May Jun Jul2008
Support levels:
The quality, system availability and support levels during early stages may not match production standards. ERCOT will ramp up to 8*5 support for SCED operations by Jan 08
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What should QSE’s have in place?
Release 5 - SCED• Personnel have attended Nodal Training Courses• Provided new and updated Registration data to ERCOT• QSE ability to create and submit offer curves to ERCOT • QSE Interactions with Interface Testing
– Obtained digital certificates – Connectivity and ID Authentication – Offer submissions capability demonstrated
• QSE ability to receive Base Points and other data• Market Participant operators available 8 to 5
Release 6 - LFC• QSE EMS Nodal system changes complete to support LFC • QSE Ancillary Service Qualification complete
Release 7 - CRR• CRR Digital Certificate access requested• CRR Account Holder: Completed Registration with ERCOT and Application
Process • CRR Account Test Credit Limit established
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Web Service Implementation Timeline
Objectives • The following Web Services
should be available by June 30th, 2007
Web Services – EIP
• Three Part Offer• Incremental/Decremental
Offers• Congestion Revenue Rights• Current Operating Plan• Energy-Only Offer• Output Schedule• Bid Set Acceptance• Bid Set Errors• Get mRID• System Status
Jun Jul Aug Sept Oct Nov Dec
Objectives • The following Web Services
should be available by July 30th, 2007
Web Services – EIP
• Forecasted Load• Market Totals• Market LMPs and SPPs• Binding Constraints• Active Contingencies in
SCED• Voltage Profiles• Shift Factors• Proxy Curves• Mitigated Curves
Objectives • The following Web Services
should be available by August 30th, 2007
Web Services – EIP
• Energy Bid• PTP Obligation• Self Schedule• Real-Time System Load• Total Regulation• Load Ratio Share• Load Distribution Factors• Unit Availability• Startup and Shutdown
Instructions• CRR Awards
Objectives • The following Web Services
should be available by September 30th, 2007
Web Services – EIP
• Self Arranged Ancillary Services
• Ancillary Service Offers• Ancillary Service Trades• Capacity Trade• DC Tie Schedule• Energy Trade• Get Award Set• Market MCPCs• Ancillary Service Schedule
Obligations• Customer Load Profile• PTP Obligation Awards
Objectives • The following Web Services
should be available by October 30th, 2007
Web Services – EIP
• Dynamic Ratings• Competitive Constraints• Aggregated Ancillary Service
Offer Curves• Ancillary Service System
Plan• Pending Trade• Energy Offer Awards• Energy Only Offer Awards• Energy Bid Awards• Ancillary Service Awards• Outage Creation
Objectives • The following Web Services
should be available by November 30th, 2007
Web Services – EIP
• Total Ancillary Service Offers
• Total DAM Energy• Derated CRRs• Notices and Alerts• Outage Notifications• Alert Acknowledgement• Outage Query• Outage Cancellation
2007
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Next StepsEDS 3 Transition Plan Details
1. Develop a method for Market Participants to create and provide individual Resource offer curves to SCED
2. Identify MIS reporting requirements – “posting LMPs and other data available on the EDS…” if required in NP 6.3.2
3. Define LMP posting requirements – “at least six months”
– What is needed & How much Analysis Requirements -----
4. Define details of Load Frequency Control Testing
5. Create a CRR detailed test plan describing each step of trial allocation & auction
6. Define PCR / CRR allocation process for testing
7. Finalization and signoff of Entry / Exit criteria
8. Other items as needed
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EDS 3 Transition Plan Details Development
Step 1 – Meet with Nodal project teams, ERCOT business owners and MP volunteers to define and document a recommended approach
Step 2 – Send 1-2 page recommended approach to TPTF for review
Step 3 – Discuss the recommended approach at TPTF for feedback and consensus
Step 4 – TPTF approval
Step 5 – Document recommended approach into the EDS3 Detailed Plan
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Transition Plan Details – Draft Development & Approval Schedule
Transition Plan Requirement TPTF Volunteer Presentation to TPTF
Approval by TPTF
Develop a method for Market Participants to create and provide individual Resource offer curves to SCED
May 21, 2007 June 11, 2007
Identify MIS reporting requirements – “posting LMPs and other data available on the EDS…” if required in NP 6.3.2
May 21, 2007 June 11, 2007
Define LMP posting requirements – what does “at least six months” mean?
May 21, 2007 June 11, 2007
Define a method for Load Frequency Control Testing, including the plan for settlement of nodal testing periods (if required)
May 21, 2007 June 11, 2007
Create a CRR detailed test plan describing each step of trial allocation & auction
May 21, 2007 June 11, 2007
Define PCR / CRR allocation process for testing May 21, 2007 June 11, 2007
Draft of Entry / Exit criteria May 21, 2007 June 11, 2007
We are seeking volunteers to work with ERCOT personnel for resolution of these issues.
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EDS 4 Preview
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Release Overview
• EDS 1 Release 1 – Alarm Processing
• EDS 1 Release 2 – Point-to-Point Checkout
• EDS 2 Release 3 – State Estimator & Network Security Analysis
• EDS 2 Release 4 – Network Model Validation
• EDS 3 Release 5 – SCED execution and Reasonable LMPs
• EDS 3 Release 6 – Load Frequency Control
• EDS 3 Release 7 – Settlement Statements, CRR Allocation & Auction
• EDS 4 Release 8 – RT Settlements (no Shadow Settlements)
• EDS 4 Release 9 – DAM, RUC, SASM, Full Settlements, EDW Extracts
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EDS 4 Objectives
Execution of DAM, RUC, SASM5.4.6(1) Verify convergence of QSE provided bids and offers and expand testing to allow Market Participants to submit energy-only offers and bids for any settlement point on the ERCOT Transmission Grid 5.4.6(2) Verify that DAM can co-optimize energy and ancillary service procurement5.4.6(3) Execution of the DAM shall continue for 7 consecutive days5.4.7(1) Verify proper RUC commitment of available off-line resources5.4.14 Conduct SASM coordinated testing
Settlements and Data Extracts5.4.6(4) Verify RT Operations, DAM, and SASM settlement statements5.4.7(4) Verify RUC settlement statements
Outage Scheduler 5.4.1(2h) Verify for proper operation the functions of the Outage Scheduler 5.4.1(2i) Verify that ERCOT operators are able to determine if the Outage of a Transmission Facility had been scheduled in the Outage Scheduler or is a Forced Outage
Emergency Electric Curtailment Plan5.4.16 Conduct tests for the proper operation of the system under EECP conditions
Performance and Compliance Measurement5.4.12 Provide sample performance and compliance reports to the Market Participants for review and comment
168 Hr Test5.4.9 ERCOT shall develop real time dispatch market readiness criteria that will include a systems stability test. The systems stability test generally will require the real time systems performing SCADA, Network Security Analysis, Transmission Constraint Management, SCED, RUC and LFC to operate without significant error for at least 168 continuous hours
Daylight Savings Time5.4.15 ERCOT shall develop procedures and conduct the tests for the proper transition of systems to and from daylight savings time
Data Center - Site fail over and system fault tolerance Test
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EDS 4 – DAM, RUC, SASM, Settlements Testing Approach
Phase Activities Incremental System / Features / Artifacts
Upload Bids • Create and upload offers for Physical Resources• Create and upload bids for Load • Create and upload offers for physical offline resources for testing RUC• Validate DAM, RUC, SASM input data• QSE Energy-Only Offers submittals and bids for any settlement point on
the ERCOT transmission grid• QSE Bilateral Trade submittals
• DAM, RUC and SASM• DAM External Input Interfaces available • External User Interface updates available• Initial EDS 4 MP Handbook complete
Perform Outages
• Test Outage Scheduler• Synchronize use of the Outage Scheduler for transmission elements and
resource outages
• Outage Scheduler• Outage Evaluation
Integrated DAM & RUCTest Settlements
• Download and verify real-time settlements statements • Test the operation of DAM to procure Ancillary Services• Update offers for SASM• Test transition of systems to and from DST
• Real Time Settlements• Shadow Settlements
24 x 7 Operation
• 7 day trial Operation of DAM• Review the test settlement statements for errors and provide feedback• Download and verify full settlements statements & extracts
• Training Complete • 24* 7 support during EDS• Final EDS 4 MP Handbook• Site redundancy for environments
168 Hour Test • Participate in 168 hour test• Perform systems stability test for real time systems – SCADA, NSA,
TCM, SCED, RUC and LFC• Generate Settlements statements using dispatches and LMPs from
SCED and actual meter data• Review Settlements statements for each operating day and provide
feedback
• Final Nodal Configuration
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What should QSE’s have in place?
Release 8 – Energy-Only Offers and Outage Scheduler• Personnel have attended recommended Nodal Training Courses and
reviewed associated reading materials• Provided new and updated Registration data to ERCOT• QSE ability to create energy-only offers and bids for any settlement
point on the ERCOT gridRelease 9 – DAM, RUC, SASM, Settlements• QSE ability to create and submit bid curves, offer curves and trades to
ERCOT • Designate resources providing ancillary services• Attest for ancillary services qualification of resources• Complete registration and qualification process • Market Participant operators available 24 x 7
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Questions
Questions?