June 9th, 2008TPTF

Texas Nodal Program:Market Readiness Metrics Update

Mike Beck

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Agenda

• Status Update– ERCOT Staff Readiness– Market Participants– EDS

• Cycle 4 Survey Update

• Action Items from May 22nd TPTF Meeting

• Metric Revisions/Interpretations

• Appendix (see separate file)

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Status Update

There have been positive and negative changes since the last meeting:

ERCOT Staff Readiness: green amber (–)

Market Participant Readiness: red amber (+)

UPDATE CLOSER

TO THE DATE

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Status Update: ERCOT Staff Readiness

• Engagement (green)• New survey results came out at the end

of May - ERCOT remains fully engaged

• Training (amber)• completion target is August 31, 2008• 3 departments in the IT division are

behind scheduled training levels

• Process (green)• updated weekly• completion target is August 31, 2008

• Staffing (amber)• RAG rule based on June 1st date

(requires >95% staffing for green status – ERCOT is currently ~92% staffed)

• recruitment is ongoing

• Testing (green)• no recent developments

ERCOT Staff readiness status is AMBER

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Status Update: Market Participants

• Engagement (>95% green)• will be updated June 12th when Cycle 4 Survey

is scored

• Connectivity (>95% green)• no change

• Registration and Qualification (amber)• MP10 (Resource Mapping)

• ~12 resource entities still need to submit initial data (as of 5pm 6/3/08)

• MP11 (RARF Submissions)• ~99.5% of MWs have been reported

(as of 5pm 6/3/08)• Both MP10 and MP11 are amber based on new

interpretations of the metrics (see next slides)

• Telemetry (green)• no change

• Training (>95% green)• will be updated June 12th when Cycle 4 Survey

is scored

• Trials Participation (>95% green)• no change

Market Participant readiness status is AMBER, driven by MP10 and MP11

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Market Participants: MP10 Metric Interpretation

MP10 (Mapping of Resources to Resource Nodes and Resources to EPS Meters) has been interpreted as Amber based on a review of completion dates and the RAG rules for Target 1

Target 1 Target 2

Criteria Feb. – March 2008 goal:

100% Resource to Node/EPS meter mapping; QSEs to ensure REs provide email acceptance of mapping

June – July 2008 Goal:

100% Resource to Node/EPS meter mapping; QSEs to ensure REs certify acceptance of mapping

Completion Date EDS 2 Release 4 completion(Network Model Verification)

168 Hour-Test Start less 45 days(was July 15 – date will change)

RAG Rules Green: Complete

Amber: Not complete, <1 mo. past target

Red: Not complete, >1 mo. past target

Green: Complete

Amber: Not complete, <1 mo. past target

Red: Not complete, >1 mo. past target

Status Approx. 12 REs have not submittedApprox. 21 REs need to modify data

N/A (still on Target 1)

Interpretation AmberEDS 2 Release 4 is not yet complete, therefore no one can be red

N/A (still on Target 1)

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Market Participants: MP11 Metric Interpretation

MP11 (Registration Activities) has been interpreted as Amber based on a new interpretation of the RAG rules and the fact that submitted RARFs represent close to 100% of MWs in the market

Sept 2007 and Nov 2007 Targets

April 2008 Target

Criteria No longer relevant • Individual REs will be measured on successful completion of RARFs• Market will be measured by % received• As of May 1 all incomplete forms will be considered red

Completion Date No longer relevant EDS Trial Participation Milestone plus 14 days

RAG Rules No longer relevant MPs

Green: All forms received

Amber: Incomplete form

Red: Failure to submit documentation

Market Segment

Green: Meeting criteria

Amber: Within 10% of criteria

Red: Not meeting criteria

Status No longer relevant RARFs received represent 99.5% of the modeled MWs

Interpretation --- Since essentially 100% of the MWs are represented in submitted RARFs status is reported as amber

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Status Update: Wall of Shame

The following Resource Entities are RED for MP11 (Registration Activities), meaning they have not submitted a completed RARF at this time

• Texas Big Spring (Gen.)

• Post Wind Farm (Gen.)

• Capricorn Ridge Wind (Gen.)

• Capricorn Ridge Wind II (Gen.)

• Eagle Energy Partners (Load)

• Bass Enterprises Production (Load)

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Status Update: EDS

• EDS 1 (green) no changes

• EDS 2 (red) monitoring telemetry data from MPs to ensure data is of the quality needed for the state estimator

to converge within the TAC approved tolerances progress made with EMO12 (Network Operations Model and SE Performance)

Initially there were 338 unobservable buses - now there are only 80continuing to work with TSPs to fix remaining issues

• EDS 3 (amber) successfully completed EMO6 (QSE Response to Dispatch)

• EDS 4 (red) waiting on EMS 5 delivery to proceed with EMO3 (Verify Outage Evaluation System Functionality) working with MPs to connect to new hardware to satisfy N2.2 (ERCOT Telemetry/ICCP System Failover)

EDS status remains unchanged since the last meeting

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Cycle 4 Survey Update

• Updates to the Cycle 4 Survey can be submitted using the excel form found on the metrics website (same process as previous surveys)

• ERCOT Account Managers will continue their outreach efforts to MPs who were non-responsive to the Cycle 4 Survey or who reported negative answers

• Cycle 4 Survey Data will be reported on the scorecards on June 12th

• Metrics MP1 (engagement), MP12 (EDS 3 related training), MP13 (EDS 4 related training), and MP19 (LSE engagement) will be impacted by this survey

– Limited response so far; may impact overall MP status at next TPTF meeting

Survey Monkey has closed for the Cycle 4 Self-Reported Survey

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Action Items

• Communication with QSEs– Red Status: updates done on a consistent schedule, email for Wall of Shame only– Wall of Shame: email prior to publication, chance to remedy/contact us (complete)

• Resource Entities– Wall of Shame: as shown for MP11; not linked to QSEs– Access to RE data/forms: ERCOT cannot intervene, but MPs can solicit

• MP11– Scoring (Market Segment) Interpretation: previously described– QSE Exclusion from EDS Testing (i.e., LFC): only the non-responsive REs will be excluded– RARF Data Review Plan: Dana to discuss later today

• MP10 – Reporting: Dana to discuss later today

• EDW – Extracts Delay: Delay is 5 weeks due to limited testing space

At the last TPTF meeting there were several items we committed to research and to report on, including:

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Metric Revisions and Interpretations

Reasons for revisions include the following:

• Inaccurate Target Completion Dates

– E7, E10, E11…

• Metric Categorization

– CRR2, CRR4…

• RAG Rules

– MP14, MP15, MP16…

• Phase 2, Further Testing

– MP10, MP11…

Anticipated nodal program schedule modifications provide the opportunity to review all metrics to ensure a consistent application of status criteria

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Questions ?