Registration Data Collection September Window

Lead from the frontTexas Nodalhttp://nodal.ercot.com 1

Registration Data CollectionSeptember Window

August 28, 2009

Kick Off Meeting

Lead from the frontTexas Nodalhttp://nodal.ercot.com 2http://nodal.ercot.com 2

Antitrust Admonition

ANTITRUST ADMONITION

ERCOT strictly prohibits Market Participants and their employees who are participating in ERCOT activities from using their participation in ERCOT activities as a forum for engaging in practices or communications that violate the antitrust laws. The ERCOT Board has approved guidelines for members of ERCOT Committees, Subcommittees and Working Groups to be reviewed and followed by each Market Participant attending ERCOT meetings. If you have not received a copy of these Guidelines, copies are available at the Client Relations desk. Please remember your ongoing obligation to comply with all applicable laws, including the antitrust laws.

DISCLAIMER

All presentations and materials submitted by Market Participants or any other Entity to ERCOT staff for this meeting are received and posted with the acknowledgement that the information will be considered public in accordance with the ERCOT Websites Content Management Operating Procedure.


Agenda

• Objective and Scope

• Project Logistics

– Approach / Schedule

– RARF Screening Process / Reference Materials

• Data Collection Details

– Modified Reactive Requirements for Wind

– Transmission Data• Transmission Data Tab’s Background• Pre-populated RARFs• Inventory of Transmission Asset Forms

– Planning and Protection Data

– Sub Synchronous Data

– Load Resource Registration Changes

• Next Steps

– September window specific date

– Final Phase for Resource Node and Meter Mapping (Formerly MP-10)

• Q&A / Open Forum


Objective and Scope

• Objective – to finalize the Nodal Resource Entity Registration Data Collection effort prior to Market Trials

• Scope of the remaining data collection:

– Resource Entity Owned Transmission, Planning and Protection Data

– September Window will include Wind Sites and all remaining sites


Project Logistics - Approach / Schedule

• Kick off for September Window 8/28/09

• Receive Audit Report and pre-populated RARF during the week of 9/1/09

• Conference call with Account Managers starting week of 9/8/09

• Iteration 1 submissions due 9/30/09 (20 business days)

• Iteration 2 submissions (if needed) due 10/27/09 (15 business days)

• Iteration 3 submissions (if needed) due 11/16/09 (10 business days)



2009MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Private Use Network Transmission Data Collection

June Window - Non-Wind Transmission / Planning / Protection Data Collection

- Iteration 1- Iteration 2- Iteration 3


Private Use Network Planning and Protection Data Collection

September Window - Wind / All Remaining Sites Transmission / Planning / Protection Data Collection


MP-10 Phase 2 Final Validation

SEMGO-LIVE 8/31

EIS 1.19to EDS 8/10

85% Prod Quality

95% Prod Quality

98% Prod Quality

85% Prod Quality

95% Prod Quality

98% Prod Quality

85% Prod Quality

95% Prod Quality

98% Prod Quality

Kick Off Market CallKick Off Market Call



• Approach for this phase will be similar to the resource data collection in 2008– the Window will be broken up into 3 iterations each with increasing

goals of production quality • Iteration 1 – 85% production quality• Iteration 2 – 95% production quality• Iteration 3 – 98% production quality

– Iteration 1 will begin with ERCOT sending each RE assigned to the September Window a pre-populated RARF and an audit report

• Audit reports will detail each error in the RARF and the violated business rules• ERCOT will provide pre-populated RARFs containing data previously submitted

through various artifacts (transmission data slides will discuss in greater detail)• This pre-populated RARF must be used going forward for all changes• Each RE’s Account Manager will schedule a formal conference call to discuss

errors on the audit report



• Approach for this phase will be similar to the resource data collection in 2008 (continued)

– Iteration 2 and 3 will include interim audit reports as revisions are submitted by REs

– Account Manager’s will schedule conference calls in Iteration 2 and 3 on an as-needed basis

– At the close of each iteration, a formal production quality metric will be published to the readiness center

– A dashboard with the status of each RE will be published weekly



• The September Window will officially begin 9/1/09

– REs will receive their pre-populated RARFs the week of 9/1/09

– ERCOT Account Managers will schedule calls to start the week of 9/8/09

– End of Resource Registration data collection is November 16, 2009


Project Logistics - RARF Screening Process / Reference Materials

REGISTRATION AUDIT PROCESS

ER

CO

T

Acc

ount

M

ana

gem

ent

ER

CO

T

Re

gist

ratio

n T

eam

Ma

rke

t P

art

icip

ant

RE Submits RARF to ERCOT via

Visual Screen Pass?

RE Corrects

NoLoaded to RARF

Stage – Run RARF Audit

Yes RARF Audit Pass? Audit Report

Generated and sent to MP

Loaded to RARF HIST

NO

Account Manager Reviews Issues w/

RE

Loaded to RARF_HUB / RARF HIST

Accepted notice sent to MP

YES

Terms:Visual Screen – Basic screen of of key data such as DUN’s, MP Name, Site Code RARF Stage – Temporary repository where the audit process is executedRARF HUB – Permanent repository for RARF data where data consumers

(NMMS, Registration) can access the RE dataRARF HIST – Includes all past versions of RARF data including rejected

RARFS

No

Iteration 1 onlyERCOT send pre-

populated RARF to RE

Note that once a segment of RARF data is accepted there is still validation that occurs during testing that cannot be

validated during the audit report process. Some RE’s may be contacted at a later

date to resolve issues

Registration Audit Process


Data Collection Details – Reactive Data

• Modified Reactive Requirements for Wind

– MW1 should be <= Unit Min output or LRL (> 0)

– MW4 should be >= Unit Max output or HRL

– MW5 – removed

– Reactive curve is for turbine group only, Caps and Reactors on separate tab

– Wind Reactive rules under review and will be updated in the guide when finalized

• New addendum

– For wind resources that have multiple groupings of turbines, an Addendum will be necessary to provide one, consolidated reactive curve for the unit

– Addendum will be sent with the RARF


Data Collection Details - Transmission Data

• Transmission Data Tabs Background

– These are derived from 2 artifacts1. TDF (Transmission Data Form) used in zonal and Resource Node Meter Mapping

2. GSU Transformer and Transmission Assets tabs revamped from the original RARF

– These artifacts were then integrated into the RARF at the request of TPTF(reviewed by TPTF in September 2008)

– Some fields were added / removed based on ERCOT data requirements

• Resource Entities have provided much of this data in previous activities

– This effort will focus on closing gaps and validating data already provided

– Audit Reports will detail only errors or warnings. REs should review all pre-populated data to ensure accuracy in previous submittals



• Process of Pre-populating RARFs

– Initial population baselines data from the zonal model, including updates made through the Resource Node Meter Mapping process

– The process then updates this baseline with data submitted via the old GSU Transformer and the Transmission Assets tabs

– In short, ERCOT will provide all data we have on file to Resource Entities in a pre-populated RARF



• Common issues encountered during preliminary transmission data reviews:

– Device names (lines, breaker, transformers, etc) do not match the ERCOT Mnemonic

• In these cases, ERCOT cannot update data submitted via RARF

• We will have to work with Resource Entities individually to resolve these

– One-lines do not agree with registered assets (resources, transmission data, etc)

– In some cases it was not possible to distinguish between TSP and RE owned assets

• In these cases, REs are asked to simply remove them from their RARF

• Most commonly these are lines going from a Gen Site to a TSP substation



• Inventory of Transmission Data Forms (high level lists)– Lines– Breakers and Switches– Capacitors and Reactors– Transformers– Static Var Compensators– Series Devices– Load Data

(non-puns will provide Aux / Site Service Load)


Data Collection Details - Planning and Protection Data

• Planning and Protection data was originally targeted for late 2009 / early 2010

– Schedule accelerated in order to minimize iterations with Resource Entities

– Schedule accelerated also to avoid conflicts with other activities such as re-qualification of QSEs and Market Trials

• The following changes made to the planning and protection data:

– Protection• Only change is adding a 4th time point to each section (Underfrequency,

Overfrequency, Overvoltage, Undervoltage)

Lead from the frontTexas Nodal


• The following changes made to the planning and protection data (cont):

– Planning:

• Several data elements removed from generator details• Generator Auxiliary Load is now optional except for Combined Cycle Units• PSSE Model files

– Method of submittal will now be a zip file accompanied by the RARF submittal in the SR (or alternative email process)

– Some files are noted in the RARF as optional based on the details of that site

– Note that the PSSE templates are located at http://www.ercot.com/gridinfo/generation/

– Necessary if PSSE template for specific turbine does not exist

– Note that all changes will be included in the pre-populated RARF sent to all REs at the start of the September Window

http://nodal.ercot.com 17



• Business Rules for Planning and Protection

– ERCOT team has added these to the Resource Registration Guide

– Note: Protection Voltage in P.U. instead of kV.

– Posted at http://www.ercot.com/services/rq/re • under Key Documents


Data Collection Details - Sub Synchronous Data

• Sub Synchronous data will be requested of Resource Entities that have already collected this data

• For Resource Entities that do not have this data available, it will be required at a later time if their site is impacted by / included in a Reactive Management Study– Note that REs can follow current RFPs by reviewing the status

updates provided to the Regional Planning Group (RPG)

• RFP for Study may define additional data from REs beyond that which is requested in the current RARF form

• There are no changes to this RARF tab


Data Collection Details - Load Resource Registration Changes

• NPRR162 - Change the Sign Convention of Net Real Power Consumption, LPC and MPC of Load Resources (formerly titled “Change the Sign Convention for Load Resources”)

– Previously Load Resources Have submitted these values as negative numbers to signify consumption

– ERCOT systems require that these be expressed as positive numbers

– ERCOT has temporarily changed this in the model

– Load Resources need to officially make this modification to their Load RARF

• ERCOT requires that each Load Resource be mapped to a physical TSP load

– ERCOT will compile information it has available and contact each registered Load Resource Entity to confirm and update their Load RARF


What’s Next – Remaining MP-10 Activities

• This will be further detailed at a future WebEx

• Background– MP-10 began in 2008 with initial validation of one-lines, gen site

topology and mapping to EPS meter(s) and resource node(s)– REs were sent MP-10 packages and asked to respond with

required changes– Early 2009, ERCOT executed changes and in some cases

identified re-work required by REs– September 2009 (Post SEM Go Live), REs will be asked to:

• Perform final verification on changes made by ERCOT<OR>

• Perform re-work so that ERCOT c

– ERCOT will ask for a final sign-off by the RE’s Authorized Representative.


Next Steps – Updates and Communication

• ERCOT will be hosting a market call every 2 weeks– Standing Agenda:

• Project Updates

• Production quality metric

• Common issues / Frequently Asked Questions

• Q&A

• These meetings will be our primary means of communication

– These meetings will continue to be posted to the Registration and Qualification calendar at http://www.ercot.com/committees/nodal/rq/ The next Registration Market Call will occur on Friday 9/11/09

• All questions should be routed to [email protected]– Questions sent directly to your Account Manager, should also copy

[email protected] as well


Q&A / Open Forum

Q&A / OPEN FORUM