early delivery systems status

January 21, 2008

TPTF

Early Delivery SystemsStatus

Daryl Cote

2TPTF1/21/2008 2

EDS Status Update

2007 2008

SCED R5.1 SCED R5.3: RT ICCP SCED R5.4: LMP Post

Sep Oct Nov Dec Jan Feb

SCED R5.2

ICCP Fail-over / P2P

R3: SE / Telemetry Criteria (SE Tuning)

R4: NOMCR / Network Model verification

E1 R2

E2 R3

E2 R4

E3 R5

E3 R6 LFC R6.1: ACE

E3 R7 CRR R7.1

E4 R9 R9

6-month LMP Posting

SE Verification

RT ICCP

NOMCR Checkout Network Model Verification

EDS 1 Exit Criteria % of MPs

% of Points

Comments

MPs have completed PtP checkout and topology review for all submitted Nodal points (MP5)

95%(95%)

99%(99%)

37 of 38 MPs tested. XTend remains to be tested, positive communications recently.

ERCOT has completed local failover testing with each MP (MP6) 97%(87%)

n/a 37 of 38 tested. XTend remains to be tested.

ERCOT has completed Alarm Processing configuration and testing n/a n/a Alarm processing configuration and testing will be implemented with EMS 5.

ERCOT has completed all PtP process documentation to support checkout for new construction / future changes to telemetry

100%(95%)

n/a Final process handoff and transition to Operations completed in December.

Outstanding ICCP issues <= 3% per MP (MP5) 100% n/a Overall error rate ~1%.

Quality Code Retesting (MP5) 100% n/a 37 of 37 MPs regression tested with quality code fix.

Reporting

Legend: % in parentheses are from the 11/05 TPTF update

EDS 1 Approach will be submitted to TPTF for completion approval on Feb 8

3TPTF1/21/2008 3

Alarm Processing Approach – Expected Delivery Schedule

• Alarms Highlighted in Yellow have been configured and Tested by Market Participants:

– Reliant– CenterPoint – Luminant

• The processing of the remaining Alarms require code upgrades which will be included in the EMS 5 delivery.

• Target delivery for EMS 5 is May ‘08

# Category Name Definition

1 Frequency DeviationWhen frequency deviation is above the RRS recovery limits 3 x

When RRS is deployed partially and frequency deviation above RRS limit 3 x

If the real time frequency is above defined threshold 3 x

When reserve capacity is below Operator specified limits 3 x

When un-deployed regulation-up is below Operator entered threshold 3

When un-deployed regulation-down is below Operator entered threshold 3

When telemetered HSL is higher than Net Dependable Capability 3When difference between HASL and total energy req < Operator threshold 3

When the difference between HDL sum and total energy req < Operator threshold 3

If scheduled LAAR and RT LAAR are differed by threshold 3 x

Need to send selected alarms to MIS 3System Operating Limits When SOL is more than 95% of the limit specified 2 x

SCADA Overloads When MVA line or trans flow > 98% dynamic emor rating or 100% normal rating 2

SE Overloads When MVA line or trans flow > 98% dynamic emor rating or 100% normal rating 2 x x x x 19-Dec-07

When RT flow close to 95% of SPS triggering condition 2 x

If real time status of SPS goes disabled, alarms shall be generated 2

When 345Kv bus voltages are outside specified limits 2 x

When 138/69 Kv bus voltages are outside specified limits 2 x

4 Resource Control Errors When RE (Resource Error) is outside the limits defined by the Operator 3 x

Forced line/transformer outages for 345Kv 2 x

Forced Bus outages for 345Kv 2 x

Planned line/transformer outages for 345Kv 2 x

Planned Bus outages for 345Kv 2 x

Switching Device Status When 345Kv/unit breakers change status 1 x x x x 19-Dec-07

Forced line/transformer outages for 138/69Kv 2 x

Forced Bus outages for 138/69Kv 2 x

Planned line/transformer outages for 138/69Kv 2 x

Planned Bus outages for 138/69Kv 2 x

When 138Kv/unit breakers change status 1 x x x x 19-Dec-07

When 69Kv/unit breakers change status 1 x x x x 19-Dec-07

Forced Outage Detector When FOD detects Forced unit outages 2 x

Planned Outage When FOD detects Planned unit outages 2 x

ICCP Link 1 x

TCM, Dynamic Ratings, SE, NSA, PI 2

LFC, SCED, VSAT, TSAT, FOD 3

System Status Generate system alarms for, Site Failover, EMS failover, MMS failover 3 x

EMS Security For unauthorized logins to EMS system 2

Application Status

8

Switching Device Status

7

6

Forced Outage Detector

Planned Outage

SPS3

Voltage Limits

Forced Outage Detector

5Planned Outage

2 Ancillary Service Capacity

1 Frequency Deviation

4TPTF1/21/2008 4

Release 3 – State Estimator and Telemetry

2007 2008Sep Oct Nov Dec Jan Feb



E1 R2

E2 R3SE Verification

EDS 2 Release 3 Exit Criteria % Complete

Comments

TSP/QSE data points reasonably conform to Telemetry and SE Performance criteria

70% • ~1000MW delta in Generation data• ~4000 TSP points need investigation

ERCOT Operations have operating procedures in place to address performance issues

30%(30%)

8 of 27 procedures have been updated. The remaining will be completed when Release 3 processes are verified.

Network Security Analysis functions are verified and ERCOT Operations have procedures in place to manage

76%(76%)

Latest releases addressed some issues and a release in Late January should address the remaining issues.

ERCOT SE is tuned and meets performance criteria 43%(15%)

Convergence and Tolerance – see slide 6Unobservable – see slide 8

Load Modeling restructured, load adaptation and bus load forecast verified

75%(50%)

Schedules loaded into EDS in early November.

EDW reports correctly post to MIS and can be accessed

40% SE Performance reports are completing FAT testing. Telemetry reports will be provided using a workaround until early 2008.

EDW reports have been verified within ERCOT and by MPs

0% Telemetry and State Estimator standards in stakeholder process.


5TPTF1/21/2008 5

SCED Inputs (Telemetry and ICCP to SCADA)

• 100% of requested data received by ERCOT. Verification of data in process:

– Austin Energy, AEP, APX, Brazos, BP, BTU, Calpine, Constellation, Coral, CPS, Exelon, FPL, Garland, LCRA, NRG, OXY, Reliant, STEC, Suez, Tenaska, and Luminant

– Does not include weather data

• This status reflects efforts by ERCOT to complete all ICCP and SCADA mapping.

• ERCOT is developing reports to isolate quality issues and will be contacting QSEs & TSPs directly to help resolve issues

6TPTF1/21/2008 6

Convergence Rate

SE Status

0

10

20

30

40

50

60

70

80

90

100

2-Jan

3-Jan

4-Jan

5-Jan

6-Jan

7-Jan

8-Jan

9-Jan

10-Jan

11-Jan

12-Jan

13-Jan

14-Jan

15-Jan

16-Jan

17-Jan

Date

Co

nve

rgen

ce

0

20

40

60

80

100

120

To

lera

nce

Convergence Rate (%) ToleranceNo Convergence due to

System Outage

7TPTF1/21/2008 7

EDS 2 – State Estimator and Telemetry Criteria

Telemetry Criteria Status Comment

Data Quality (MW/MVar Tolerance) At 100 Moved it back to 100 after upgrade

Telemetry Availability tbd Need EDW Report

Critically Important Telemetry tbd Need EDS Report

Availability for Critically Important Telemetry tbd Need EDW Report

Requests for Redundant Telemetry tbd Need Critical Measurement functionality

State Estimator Criteria Status Comment

SE Convergence Stable at 50MW variance when application is running (e.g. not down due to hardware or database loads)

Transmission Element SE Accuracy tbd Need EDW Report

Critical Transmission Element SE Accuracy tbd Need EDW Report

Critical Bus Voltage Accuracy tbd Need EDW Report

SCADA Measurement Accuracy tbd Need EDW Report

Status of SE and Telemetry Criteria

8TPTF1/21/2008 8

Observability Status

9TPTF1/21/2008 9

Release 4 – NMMS / NOMCR

2007 2008Sep Oct Nov Dec Jan Feb

R4: NOMCR / Network Model verificationE2 R4NOMCR Checkout Network Model Verification

Start of EDS 2 - R4 NOMCR has been moved to week of 3/17/2008 NMMS will be available in a “Sandbox” environment enabling market participants to

become familiar with the system starting week later this week Software defects with severity one have been experienced in FAT testing, which are

causing delay for starting the EDS 2 Release 4 - NOMCR NMMS/NOMCR overview training have been completed by the market participants Citrix connections have been successfully installed and validated for 90% of the testing

participants

10TPTF1/21/2008 10

Release 4 –NOMCR Schedule

# TSPNetwork Model

Management TrainingEDS Training

2 days @ ERCOTEDS Testing

5 days @TSP Site

1 AEP/CPL 10/29 to 11/1/2007 4/7 to 4/8/2008 4/9 to 4/15/2008

2 AEN 1/2 to 1/4/2008 4/16 to 4/17/2008 4/18 to 4/24/2008

3 COD-City of Denton 1/8 to 1/10/2008 5/7 to 5/8/2008 5/9 to 5/15/2008

4 COG-City of Garland 1/2 to 1/4/2008 4/16 to 4/17/2008 4/18 to 4/24/2008

5 BEC 1/2 to 1/4/2008 4/28 to 4/29/2008 4/30 to 5/6/2008

6 CPS 1/2 to 1/4/2008 4/16 to 4/17/2008 4/18 to 4/24/2008

7 MVEC 1/2 to 1/4/2008 4/28 to 4/29/2008 4/30 to 5/6/2008

8 PUB 1/8 to 1/10/2008 4/28 to 4/29/2008 4/30 to 5/6/2008

9 TNMP 1/2 to 1/4/2008 5/7 to 5/8/2008 5/9 to 5/15/2008

10 STEC (1) 1/2 to 1/4/2008 5/7 to 5/8/2008 5/9 to 5/15/2008

11 ERCOT CRR TEAM 1/8 to 1/10/2008 3/26 to 3/27/2008 3/28 to 4/3/2008

12 ERCOT Planning Group 1/8 to 1/10/2008 3/26 to 3/27/2008 3/28 to 4/3/2008

13 BTU 1/8 to 1/10/2008 5/19 to 5/20/2008 5/21 to 5/27/2008

14 CSTX City of College Station 1/8 to 1/10/2008 3/26 to 3/27/2008 3/28 to 4/3/2008

15 GEUS-Greenville 1/8 to 1/10/2008 3/17 to 3/18/2008 3/19 to 3/25/2008

16 MEC 1/2 to 1/4/2008 5/19 to 5/20/2008 5/21 to 5/27/2008

17 CNP 1/8 to 1/10/2008 3/17 to 3/18/2008 3/19 to 3/25/2008

18 TXUED 1/8 to 1/10/2008 5/19 to 5/20/2008 5/21 to 5/27/2008

19 RCEC-Rayburn Country Electric 1/8 to 1/10/2008 4/28 to 4/29/2008 4/30 to 5/6/2008

20 TMPA 1/2 to 1/4/2008 5/7 to 5/8/2008 5/9 to 5/15/2008

21 STEC (2) 1/8 to 1/10/2008 3/26 to 3/27/2008 3/28 to 4/3/2008

22 LCRA 1/2 to 1/4/2008 5/7 to 5/8/2008 5/9 to 5/15/2008

11TPTF1/21/2008 11

Release 5 - SCED

2007 2008

SCED R5.1 SCED R5.3: RT ICCP SCED R5.4: LMP Post

Sep Oct Nov Dec Jan Feb

SCED R5.2



R4: NOMCR / Network Model verification

E1 R2

E2 R3

E2 R4

E3 R5

E3 R6 LFC R6.1: ACE

E3 R7 CRR R7.1

E4 R9 R9

6-month LMP Posting

SE Verification

RT ICCP

NOMCR Checkout Network Model Verification

EDS 3 Release 5 Exit Criteria % Complete

Comments

QSEs w/ Resources able to submit COP & TPO for entire portfolio

100% •Known issues with Output Schedules and Performance issues (root cause analysis done on performance issues and passed to teams)

SCED Inputs verified: HRL, LRL, SURAMP, SDRAMP, HDL, LDL; GTBD, ICCP

40%(40%)

Mobilizing team to monitor inputs much more rigorously over the next two-three weeks.

SCED Outputs verified: QSE’s ability to receive Resource Base Points and LMPs via ICCP

35%(35%)

Mobilizing team to monitor inputs much more rigorously over the next two-three weeks.

Base Point and LMP calculation verified for Resources with Offer Curves or Output Schedules

0% Mobilizing team to monitor inputs much more rigorously over the next two-three weeks.

Reports 100%(50%)

Reports related to SCED are available in draft form on MIS and nodal.ercot.com

LMPs verified for Reasonability and posted to MIS for Market Participant review 0%

Expected completion by Feb 15th

Reporting


12TPTF1/21/2008 12

Release 6 - LFC

2008Jan Feb Mar Apr May Jun

E3 R6 R6.1: ACE & RLC

EDS 3 Release 6.1 Exit Criteria % Complete Comments

Test Time Scheduled 100% Dates have been set with all QSEs with Resources. Schedule provided on next slide. First two QSEs had to be moved due to ERCOT upgraded taking longer than expected

Completed Test Form Received back from MP 9% 2 of 22 submitted. Note the test form has been updated and reposted on 1/17/08. Forms due to ERCOT 2 business days before the scheduled test date.

RLC Validation Completed 0% Completed most of the testing effort on Tenaska. ERCOT working to resolve Responsive Reserve Deployment Flag and RLC logic issues

Emergency Base-Point Validation Completed 0%


R6.2: QSE Testing R6.3: TST

Link for LFC Documents & Status: http://nodal.ercot.com/readiness/eds3/documents/index.html

13TPTF1/21/2008 13

Release 6.1 – LFC Testing Status & Schedule

• Testing for BP Energy and CPS was rescheduled due to ERCOT software update

• Testing for Tenaska was conducted Thursday January 17th; completed ~ 80%

• ERCOT Issues:– Responsive Reserve

Deployment Flag– RLC logic

• Will proceed with tests scheduled for week of 1/21– Regression test as needed

QSE List / Sub QSE rider Sub, Sub QSE Test Date Test Time Submitted Finalized Test Complete

AEN - Austin Energy 30-Jan 1:00 PMAEP - American Electric Power 18-Feb 1:00 PMAPX 13-Feb 9:00 AM

ANP Funding 13-Feb 9:00 AMIPA Marketing-SQ1 13-Feb 9:00 AM

Eagle Energy 13-Feb 9:00 AMEagle - SQ1 13-Feb 9:00 AM

Fulcrum 13-Feb 9:00 AMFulcrum - SQ1 13-Feb 9:00 AMFulcrum - SQ2 13-Feb 9:00 AM

Scurry County Wind 13-Feb 9:00 AMJ. Aron 13-Feb 9:00 AMTopaz 13-Feb 9:00 AM

Topaz - SQ1 13-Feb 9:00 AMWestar - SQ1 13-Feb 9:00 AM

BEC - Brazos Electric Coop 19-Feb 9:00 AMBP Energy 29-Jan 2:00 PM

BPE - SQ1 29-Jan 2:00 PMBPE - SQ2 29-Jan 2:00 PMBPE - SQ3 29-Jan 2:00 PM

BTU - Bryan Texas Utilities 12-Mar 9:00 AMGVES 12-Mar 9:00 AM

Calpine Power Management 12-Feb 9:00 AMConstellation Energy 5-Feb 9:00 AM

Cont PS_C 5-Feb 9:00 AMCoral Power 6-Mar 9:00 AMCPS - City Public Services 23-Jan 2:00 PM 14-JanExelon 31-Jan 9:00 AMFPL 20-Feb 1:00 PM

FPL - SQ1 20-Feb 1:00 PMFPL - SQ2 20-Feb 1:00 PMFPL - SQ3 20-Feb 1:00 PMFPL - SQ4 20-Feb 1:00 PMFPL - Wind 20-Feb 1:00 PM

Garland Power and Light 23-Jan 9:00 AM 17-JanLCRA - Lower Colorado River 24-Jan 9:00 AMLEC - Luminant Energy Company 14-Feb 1:00 PMNRG 22-Jan 9:00 AMOXY - Occidental Power Svcs 12-Feb 1:00 PMReliant 27-Feb 9:00 AMSTEC - South Texas Electric Coop 29-Jan 9:00 AMSuez Energy Marketing 30-Jan 9:00 AMTenaska Power Services 17-Jan 9:00 AM 15-Jan 17-Jan 80%

Barton Chapel 17-Jan 9:00 AM 15-Jan 17-JanDirect Energy 17-Jan 9:00 AM 15-Jan 17-Jan

Enerco 17-Jan 9:00 AM 15-Jan 17-JanFormosa 17-Jan 9:00 AM 15-Jan 17-Jan

Luminant - SQ1 Wind 17-Jan 9:00 AM 15-Jan 17-JanRio Nogales 17-Jan 9:00 AM 15-Jan 17-Jan

Sweetwind 5 (Wind) 17-Jan 9:00 AM 15-Jan 17-JanTRQ - SQ1 17-Jan 9:00 AM 15-Jan 17-Jan

TRQ - SQ2 17-Jan 9:00 AM 15-Jan 17-JanTRQ - SQ3 17-Jan 9:00 AM 15-Jan 17-Jan

LFC Phase 1 Testing Status Test Form

14TPTF1/21/2008 14

Release 7.1 - CRR

EDS 3 Release 7.1 Exit Criteria % Complete

Comments

Logged-in and accessed the CRR application 0%

Downloaded one of the pre-auction market information 0%

Uploaded a bid/offer portfolio (in either XML or CSV) 0%

Edited a bid/offer within a portfolio (confirms web browser supports java applets)

0%

Downloaded auction market results 0%

Created a sell/buy bilateral trade posting 0%

Accepted a sell bilateral trade posting 0%

Jan 08 Feb 08 Mar 08 Apr 08 May 08Dec 07

CRR – R7.0 CRR – R7.1 CRR – R7.2 CRR – R7.3 CRR – R7.4 CRR – R7.5 (TBD)

Jan 08 Feb 08 Mar 08 Apr 08 May 08Dec 07 Jan 08 Feb 08 Mar 08 Apr 08 May 08Dec 07

CRR – R7.0 CRR – R7.1 CRR – R7.2 CRR – R7.3 CRR – R7.4 CRR – R7.5 (TBD)

~80 participants on Kick-off WebEx on 1/18 – see ERCOT calendar for presentation

Completing EDS environment build out putting pressure on Feb 4th start

15TPTF1/21/2008 15

Release 7.1 - CRR participants

Accent Energy

AEPEP

Air Liquide Large Industries U.S. LP

American Electric Power

ANP Funding I LLC

Bank of America

Brazos Electric Power Cooperative Inc.

Brownsville Public Utilities Board

BTU

Calpine Corporation

Cirro Energy

Citi

City of Austin dba Austin Energy

City of Garland

Commerce Energy, Inc.

Coral Power

CPS Energy

DB Energy Trading LLC

Desert Sky Wind Farm

IPA Marketing Inc.

Keystone Energy Partners LP

Lower Colorado River Authority

Luminant Energy Company LLC

Morgan Stanley Capital Croup Inc.

NRG Texas Power LLC

Oxy Energy

Rainbow Energy Marketing Corporation

Reliant Energy Power Supply LLC

Sempra Energy Solutions LLC

South Texas Electric Cooperative, Inc.

StarTex Power

Strategic Energy

Stream Energy

Suez Energy Marketing NA Inc.

Suez Energy Resources NW, Inc.

Tenaska Power Service Co.

Tex-La Electric Cooperative of Texas Inc.

Trent Wind Farm

West Texas Wind Energy Partners, LP

Direct Energy, LP

Eagle Energy Partners I LP

Edison Mission Marketing & Trading Inc.

EnergyCo Marketing & Trading LLC

EPIC Merchant Energy TX LLC

Exelon

First Choice Power LP

FPL Energy

FPL Energy Pecos Wind I, LP

FPL Energy Pecos Wind II, LP

FPL Energy Upton Wind I, LP

FPL Energy Upton Wind II, LP

FPL Energy Upton Wind III, LP

FPL Energy Upton Wind IV, LP

GEUS

Goldman Sachs

Green Mountain Energy Company

Indian Mesa Wind Farm, LP (LCRA)

Indian Mesa Wind Farm, LP (TXU)

Integrys Energy Services, Inc.

16TPTF1/21/2008 16

EDS 4 Release 9.1

2008Jan Feb Mar Apr May Jun

E4 R9 R9.1: DAM/RUC Submission Testing R9.3: R9.4: DAM/ Adj Period, RT

R9.3: Outage Scheduler

EDS 4 Release 9.1 Exit Criteria % Complete

Comments

Intent to Participate Sent 75%(0%)

Sign-Up Testing Window Scheduled 68%(0%)

See next slide

MP8 - QSE Ability to Submit Transactions Via MIS

0%(0%)

MIS with ERCOT developed UI expected to be in EDS on 1/21

MP9 – QSE Ability to Submit Web Service Transactions

1%(0%)

Reliant completed web services on 1/18EPIC completed Connectivity Test

MP16 - MP EDS-4 Trials Participation 0%(0%)

17TPTF1/21/2008 17

EDS 4 Release 9.1

Alcoa Power MarketingAmbit EnergyAmbridge Energy AquilaBear EnergyBrilliant EnergyCargill Power MarketsCitadel Energy ProductsClearview Electric Duke Energy OhioElectric Now Glacial Energy J AronJuice Energy IncJust Energy Texas Kansas City Power and Light

Keystone Energy Partners Lehman Brothers Commodity Services Liberty Power Corp LPT LLC Merrill Lynch CommoditiesMirant Energy Trading Morgan StanleyMxEnergy Electric Inc QSENational Power Company Pegasus Alliance CorpSitara Energy Spark Energy Texas Retail Energy Texas Star Energy Texpo Power Urban Energy Source Viasyn WCW International

QSEs that have not signed up for a testing window for EDS4 (as of 2 pm 1/18/08)

3 Market Notices sent to date and Account Executives contacted by client services

18TPTF1/21/2008 18

EDS 4 Release 9.1

Signing up for an EDS 4 Release 9.1 Testing Window

If you haven’t yet requested a testing window, please send the following to [email protected]:

Support Window date and AM or PM preference (provide 3 different slots) (testing began 1/15/08 and runs through March)

• ERCOT will make every effort to honor one or more of the preferred dates above; however, we may still need to coordinate around congested schedules.

DUNS number of QSEs & sub-QSEs that will be tested within the support window Indication of desired testing method – MIS, machine-2-machine (Web Services), or both If using Web Services, confirm that QSE’s nodal production system is used for testing

(whether in-house or third party): Yes/No If using Web Services, the listener URL where notifications will be sent

• Note: If your listener is unavailable at the time of sign up, the listener URL must be sent to the [email protected] email address 2 weeks prior to your scheduled testing window

19TPTF1/21/2008 19

EDS Deliverables

R5.4 – SCED

OS Handbook

R9.2

COMs

R8

DAM/RUC

R9.3

Post for TPTF Comment

1/22 Feb 8 Feb 8 Feb 15

Comment Close 1/29 Feb 15 Feb 15 Feb 26

TPTF Vote Feb 4/5 Feb 21/22 Feb 21/22 Mar 3/4/5

Legend: indicates completion

20TPTF1/21/2008 20

Questions?