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Confidential and Proprietary © 2002 All rights reserved. August 27, 2022 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

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Page 1: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

April 20, 2023

Texas Market Notification

Update

Page 2: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Presentation Agenda

Project History

Objectives

Introduction of Volunteers

Deliverables

Examples

1

2

3

4

5

Q & A6

Page 3: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Introduction of Volunteers

1Section

Page 4: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Neil Eddleman Texas Energy Association for Marketers

Rebecca Dupont Gexa Energy Project

Volunteers

Seasoned market

participants representing a wide array of

knowledge and experience

Felicia Bell Texas Commercial Energy

Volunteers

B. J. Flowers TXU

Brett Harper First Choice Power

Leanne Hayden Republic Power

Jamie Lavas ERCOT

Page 5: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Project History

2Section

Page 6: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

» Market lacks a clearly defined Market Notification process

» Approaches and methods used for Market Notification vary widely among market participants

» Information provided under today’s approach varies widely, requiring multiple exchanges between participants to obtain adequate detail pertaining to an issue or event

» Not all market participants receive or are made aware of an event or situation and subsequent resolutions

Market benefits from:

• Common Format

• Consistent Approach

• Centralized

Point of Generation,

Delivery, Archiving and

Review

• Documented Events and

Resolutions for FAQ’s and

Project Requirement

Definition

Background

Page 7: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

» There is no central repository for Market Notifications documenting the event and resolutions for future reference or in support of market requirements for new or ongoing projects

Market benefits from:

• Common Format

• Consistent Approach

• Centralized

Point of Generation,

Delivery, Archiving and

Review

• Documented Events and

Resolutions for FAQ’s and

Project Requirement

Definition

Background

Page 8: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Objectives

3Section

Page 9: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

» Develop and propose a solution that supports Market Notification for both business and technical events for use by all market participants

» Keep it simple yet effective

» Provide for a centralized market location for generation, update, archive and review

» Provide Market Notification procedures defining application and process

» Leverage existing ERCOT services for delivery and management

Group ObjectiveActivity Focus:

•Deliver Process not a

Strawman

•Reduce the amount of overhead

associated with market emails

•Provide a framework that

can be leverage for information

resource and market

documentation

Page 10: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Deliverables4Section

Page 11: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

» Market Notification Procedural Guide

» Market Notification Quick Reference Process Flow Diagram

» Market Notification Communication Form

» Basic Technical Specifications for Implementation

Deliverables

Market Notification

Package

Page 12: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Examples

5Section

Page 13: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

DocumentationMarket

Notification Procedural

Guide

•Outlines Market

Notification Requirements

•Defines events to be

reported

•Outlines process for

submitting a Market

Notification

INTRODUCTION............................................................................................. 3

DEFINITIONS ..................................................................................................... 4

REPORTING REQUIREMENTS ..................................................... 5 WHAT IT TO BE REPORTED?.............................................................................................. 5 WHO IS TO REPORT?......................................................................................................... 6 WHO IS TO UTILIZE THE MARKET NOTIFICATION PROCESS?............................................. 7 WHEN SHOULD A MARKET NOTIFICATIONS BE SUBMITTED?............................................ 7

Initial Market Notification ......................................................................................... 7 Status and Resolution Updates: ............................................................................ 7

HOW SHOULD MARKET NOTIFICATIONS BE ROUTED? ...................................................... 8

TYPES OF NOTIFICATION................................................................. 9 BUSINESS AND CUSTOMER FACING.................................................................................. 9 TECHNICAL ...................................................................................................................... 9

PROCESS FOR SUBMITTING ........................................................ 10 WEB FORM .................................................................................................................... 10 MARKET EMAIL FORM ................................................................................................... 10

EXAMPLES ......................................................................................................... 11 APPENDIX A - PROCESS FLOW DIAGRAM ...................................................................... 11 APPENDIX B - MARKET NOTIFICATION FORM ............................................................... 11

PROCESS FLOW DIAGRAM............................................................ 12

MARKET NOTIFICATION FORM ............................................. 13

Page 14: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Process Flow

Market Notification

Quick Reference Flow

Chart

Page 15: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Market Notification Form

Market Notification

•Simple

•Standard and Consistent

•Adequate Detail

Issue Number: (auto num) Submitted By: Fric

Date Submitted: 4/17/03 Contact Email: [email protected]

Expected Duration: 8 Hours Contact Phone: 555-555-1212

Area of Impact: Technical Alt. Contact: Frac

Category: Maintenance Alt. Email: [email protected]

Status: In Progress Alt. Phone: 555-555-1213

Process Flow: MP to ERCOT Transactions: All

Issue Started: 4/2/03 Issue Ended: 4/3/03

Additional Info:

Short Description:

Long Description:

Proposed Solution:

Final Resolution:

Fix it

* Market Issue Notification Form *

http://www.fricnfrac.com/ooops.asp

Fric-n-Frac's system is down

It's broke

RMSWMSAll Lists

Select Distribution List

Page 16: Confidential and Proprietary © 2002 All rights reserved. October 19, 2015 Texas Market Notification Update

Confidential and Proprietary © 2002 All rights reserved.

Q & A6Section