Nodal Update for: Single Entry Model (SEM) Go-Live Transition

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Nodal Update for:Single Entry Model (SEM)Go-Live TransitionNDSWGApril 21, 2009Matt Mereness


SEM Go-Live Transition Update

• General review of SEM Transition • Communications with stakeholders• SEM Go-Live Criteria

• Processes/Submissions during June-Aug’09 transition• Training Update• Metric Discussion (NOMCR training & submission)• RARF Discussion


General Review of SEM Transition

• 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

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

Data Consistency Checks are run to ensure model synchronization/fidelity

Periodic checks are run to ensure model synchronization/fidelity

Full

Copy

Incr.

NOMCR


General Review of SEM Transition (cont’d)

• The processes and approvals leading up to this activity were outlined in the SEM Go-Live Procedure approved by TPTF and TAC in Aug/Sep 2008

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

• In the coming months ERCOT will continue to provide updates to NDSWG and ROS on details of the implementation and switchover activities.

• All nodal presentations to NDSWG continue to be consolidated and posted on Nodal Readiness Center:

– http://nodal.ercot.com/readiness/eds2/documents/index.html


General Review of SEM Transition (cont’d)

• ERCOT is utilizing NDSWG forum to update and communicate TSP activities for Single Entry Model (SEM) Go-Live


Communications with Stakeholders

Month Discussion topic at NDSWG Discussion topic at ROS Jan Communicate SEM Schedule in Nodal Project

Schedule Modeling Guidelines

None

Feb Data consistency check approach Modeling Guidelines – initial review NDSWG scope letter with ROS

NDSWG scope update

Mar Modeling Guidelines - detailed review Training outline SEM Transition Update

None


Communications with Stakeholders (cont’d)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 ROS

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

business processes Discuss Transition Metrics for MPs SEM Update & Go-Live Criteria discussion EDS Kick-off of SEM

Update to ROS

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 ROS

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

Update to ROS

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

Approval from ROS in late July/early August for TAC to consider at Aug meeting


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• ERCOT Network Operations Model validation whitepaper• ERCOT Network Operations Model validation results• NMMS Modeling Guidelines / Validation Rules document• Latest CIM data dictionary and schema


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


Processes/Submissions during June-Aug’09 transition– Currently no limits on submissions (Market Notice sent March 5)

“… to clarify that there are no restrictions or “freezes” currently in place limiting network model change submissions via the service request process.”

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

– No equipment name changes (defer until after SEM Go-Live 8/31/09) – Submit changes as far in advance as possible

• Aug 15-30, 2009– Two weeks no submissions, except for emergency changes

• Aug 31, 2009 - Feb 2010 (NOMCRs for any/all network changes)– Initially the NOMCR timeline will align with zonal timeline

» NOMCRs received and translated to zonal model change » 30-day lead-time, compliant with current zonal database schedule» Status is tracked and communicated via system emails

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

– TSP gradually transitions to NodalProtocols(3.10) 90-day reqts


Training Update

• TSP Testing and Training environments will be the same• Testing system access

– Available June 8 – Aug 10– NOMCR testing system will be on-line and available to all TSPs– ERCOT will establish dedicated email and have staff available to

support questions ([email protected])

– Existing “NMMS Sandbox” will be replaced in coming weeks

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

• Current plans for at least six 2-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 Update (continued)

• Training content outline has not changed significantly and is in the Appendix

• Invitation to contribute to content ideas/scenarios– email [email protected] with suggested attributes for modeling

training• Market Notice to be sent in April to all TSPs (70+) for training

engagement– TSP responses being requested for:

• Confirmation of notice• Estimated number of trainees (pre-SEM and post-SEM classes)• Alternative arrangements (agency or consulting arrangements)


Metric Discussion

MP14 – B – MP EDS-2, Release 4 Trials Participation

Reported By: TSP

Target Completion: Single Entry Model Go-Live minus 30 Days

Category: Trials Participation

Metric Description: This metric evaluates the level of TSP market participant participation in the EDS 2, Release 4 Trials.

Background: The intent of this metric is to ensure that Market Participants are actively participating in the NOMCR process.

Criteria: The Readiness Team will review documentation that an adequate number of TSPs have submitted modifications through the NMMS tool following the NOMCR process.

# of TSP MPs Participating in Trial participating in the NOMCR process >= 95%RAG Rules - MPs

Red - Not participating in trialsAmber – Not ApplicableGreen – Meeting criteria

RAG Rules – Market SegmentRed – Not meeting criteria

Amber – within 10 percent of criteriaGreen – meeting criteria

Reporting Data Sources: Self-Reported

References TP: 5.4.1 TNP: 3.10.8, 3.3.2.1, 3.10.7

Metric inventory posted at: http://nodal.ercot.com/readiness/metrics/index.html

For MPs, two metrics will be assessed during SEM Go-Live:


Metric Discussion (continued)MP13 – MP Completes Nodal Operations Related TrainingReported By: QSER, QSE, TSP

Target Completion: Cyclical in preparation for the 168-Hour Test and Go-Live transition sequence

Metric Description: Market Participants complete the applicable training modules associated with nodal operations related readiness

Background: The intent of this metric is to ensure that Market Participants participating in Nodal have adequate knowledge of the Nodal Operations to participate

Criteria: The Readiness Team will review self-reporting from each Market Participant indicating their level of training necessary to assure the Market Participant’s ability to successfully operate in the Nodal Market meets the scope of activities described in the ERCOT developed Training Materials included in the following courses.Basic Training Program;Non-Opt In Entity NOIE (QSE) Operations;Generation 101;Transmission 101; Network Model Management; ERCOT 101 for Wind Generation.

For Market ParticipantsCompleted Survey with All Positive Responses = Green

Completed Survey with One or More Negative Response = AmberDid Not Complete Survey = Red

For Market SegmentOver 95% of Market Share Responded Positively to the Survey = Green

Over 5% of Market Share Did Not Respond to the Survey = RedAny Alternative Scenario = Amber

Reporting Data Sources: Self-Reported Survey

References TP: TNP: N/A


RARF Discussion

• NDSWG and ROS discussion regarding access to RARF data– Resource Asset Registration spreadsheet files are submitted by Resource

Entities via a Service Request (this will not change in Nodal)– Concern expressed in ensuring RARF data is properly in ERCOT systems

• At ERCOT the RARF data is entered into a Database “Hub”, and sourced to zonal and nodal downstream systems:– Registration / Network Models / EMS / MMS / others.

• Resource Entities:– RE can request that ERCOT reproduce the RARF from the “Hub” system

and send to RE’s to reflect what data ERCOT has on file– RE (and all MPs) will be able to download the Nodal Network Operations

Model / CIM file which includes Resource Entity RARF data• Network Operations Model - A representation of the ERCOT System providing

the complete physical network definition, characteristics, ratings, and operational limits of all elements of the ERCOT Transmission Grid and other information from TSPs, Resource Entities, and QSEs.

– RE’s will not have access to NMMS modeling tools


Questions

• Questions or comments can be submitted to:– [email protected]– [email protected]


Appendix

APPENDIX

(Training Outline from March NDSWG)

General Information

• What: NMMS Application training

• Who: TSPs who submit model data changes

• When: June 22, 2009 – Aug 3, 2009

• Where: ERCOT Taylor

• How long: Estimated 2 days

Course Objectives:

• To give course participants:

• … a working level understanding of the time-line, participants, transition tasks, roles and responsibilities associated with the SEM go-live

• … a review of the basics of the ERCOT modeling process

Cont…

Course Objectives cont.:

• … proficiency in the handling of the “life of a NOMCR / SAMR” – understanding the process. This involves:

– Project Tracker & Coordinator entry– NOMCR creation– Model updates

» IMM changes» Upload CIM XML

– Validations & submissions– Status notifications– Additional features (history, archive, comments, filter, name mapping)

Course Agenda

Section 1: Introduction – Basics Review

Section 2: SEM highlights for transition

Section 3: NOMCR Creation (PTC)

Section 4: Modeling Overview

Section 5: A day in the life of a NOMCR

Section 6: Modeling Exercises

Section 7: Wrap Up

Section 1: Introduction – Basics Review

• Course Openers – Welcome, Objectives, Course Structure

• ERCOT Models – General, What gets modeled, Typical Attributes, The Network Operations Model, Derivative Models (Planning & CRR)

• The Operations Model: What’s Changing & Why it’s Changing. Roles and Responsibilities. The SEM Process – basics.

• Overview of the Change Submittal Process: The NOMCR & The SAMR

• Overview of the Change Submission User Interfaces: PTC and IMM

Section 2: SEM highlights for transition

• What is SEM?

• SEM Transition and Schedule

• SEM Pre Go-Live – Objectives and responsibilities

• SEM Go-Live – Actions during process

• SEM Post Go-Live - Actions

Section 3: NOMCR Creation (PTC)

• Project Tracker & Coordinator login and interface – Log-in, NOMCRs, SAMRs, the interface, Visibility states (public or private)

• Hands-on exercise: NOMCR Creation

Section 4: Modeling Overview

• Background on (ERCOT CIM) Network Operations model

• Overview of Modeling

• Validation Rules/Process

• Small hands-on activity (create, validate, and submit NOMCR)

Section 5: A day in the life of a NOMCR

• State Diagram Introduction – What it is and how to use it

• Definition of Terms - Walk-through of terms MPs will see:

• Explanation of the Status Table

• NOMCR Timelines – Including Interim Update provisions

• Walk through State Diagram – from a TSP and ERCOT perspective

• Exercise – based on flow process

Section 6: Modeling Exercises

• The entry of a NOMCR using scripted scenarios

• Usage of the Modeling Guidelines document

• Additional topics, as identified by course participants

Section 7: Wrap Up

• Discussion of any remaining items. Closing comments

Nodal Update for: Single Entry Model (SEM) Go-Live Transition

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