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ERCOT Update on PUCT Posting changes DEWG Meeting 11/27/07 Matt Mereness.

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Presentation on theme: "ERCOT Update on PUCT Posting changes DEWG Meeting 11/27/07 Matt Mereness."— Presentation transcript:

1 ERCOT Update on PUCT Posting changes DEWG Meeting 11/27/07 Matt Mereness

2 Agenda Update on implementation dates Next Steps Appendix

3 Re-cap of why changes are being made PUCT Project #31972 Informal/Unofficial summary –Among other changes, the PUCT project increased offer caps and market transparency/reporting requirements (Substantive Rule ) –Project History: PUCT Project Initiated in 2005 Adopted 8/10/06 Effective 10/1/06- ERCOT developed an series of reports and special webpage to meet the requirements (http://www.ercot.com/gridinfo/sysplan/index.html )http://www.ercot.com/gridinfo/sysplan/index.html –A successful lawsuit filed to suppress changes to many disclosures –ERCOT filed PRR697 to codify data posting changes in Protocols Approved by ERCOT Board on 4/18/07- (boxed language in protocols for lawsuit) –PUCT project approved to modify disclosure timing, resulting in lawsuit being dropped/dismissed 9/19/07 –Commission staff communicated that 9/22/07 shall be effective date for disclosures

4 Implementation Update since last DEWG meeting –2 Market Notices and Whitepaper released Market Notice sent 11/7/07 advising market of disclosure timing changes –M-B Entity-Specific Disclosures Required by P.U.C. SUBST. R day extract Market Notice sent 11/21/07 –M-B day Posting of Balancing Energy and Ancillary Services Bid stacks Three disclosures will be changed from monthly 180-day disclosures, to daily 60-day disclosures. The three impacted reports are: –Individual BES Bid Information- (https://pi.ercot.com/contentproxy/publicList?folder_id= )https://pi.ercot.com/contentproxy/publicList?folder_id= –Individual AS Bid Information- (https://pi.ercot.com/contentproxy/publicList?folder_id= )https://pi.ercot.com/contentproxy/publicList?folder_id= –Individual Replacement Bid Information- (https://pi.ercot.com/contentproxy/publicList?folder_id= )https://pi.ercot.com/contentproxy/publicList?folder_id= The ongoing 180-day extracts (which are monthly reports) will continue to post every first Tuesday of the month to coincide with those Operating Days prior to September 22, 2007, which are subject to 180-day disclosure and will continue to be posted through April of The new daily 60-day disclosure files will begin posting December 6, 2007.

5 Implementation Delivery of 90-day extracts still under review –Working with PUCT on implementation date other than 12/22/07 –Interplay with AIX migration and system lockdown over holidays has delivery in late-January unless manually performed –Modifies 3 extracts Energy Schedules Report: Final energy schedules by entity by area for each settlement interval.Energy Schedules Report –Change required – Change from 6 months to 90 days. AS Schedules Report: Final ancillary service schedules for each QSE for each area and service for each settlement interval.AS Schedules Report –Change required – Change from 6 months to 90 days. Change date range AND frequency to be DAILY Energy Schedules Report: Final energy schedules by entity by area for each settlement interval.Energy Schedules Report –Change required – Change from 6 months to 90 days. –Create 4 new extracts

6 Implementation Whitepaper released –Per DEWG request ERCOT Drafted Whitepaper and sent to DEWG 11/12/07 including Commission Language and Protocol Language Discussed the issue of new and modified extracts Discussed issue of Day-Ahead Report No feedback to date –Regarding the Day-Ahead report and A/S bidstacks ERCOT will be looking to change the timing of the AS bidstack, and removal/zero’ing of Quantities from Day-Ahead Report –The earliest this would occur is January 2008 with the 90-day extract changes –Parties that disagree with this change are asked to draft PRR to consider changes to section

7 APPENDIX History of PUCT order and Extracts Impacted

8 History PUCT Project #31972 Informal/Unofficial summary –Among other changes, the PUCT project increased offer caps and market transparency/reporting requirements (Substantive Rule ) –Project History: PUCT Project Initiated in 2005 Adopted 8/10/06 Effective 10/1/06- ERCOT developed an series of reports and special webpage to meet the requirements (http://www.ercot.com/gridinfo/sysplan/index.html )http://www.ercot.com/gridinfo/sysplan/index.html –A successful lawsuit filed to suppress changes to many disclosures –ERCOT filed PRR697 to codify data posting changes in Protocols Approved by ERCOT Board on 4/18/07- (boxed language in protocols for lawsuit) –PUCT project approved to modify disclosure timing, resulting in lawsuit being dropped/dismissed 9/19/07 –Commission staff communicated that 9/22/07 shall be effective date for disclosures

9 History PUCT reports added to ERCOT systems –System Adequacy Reports (Short, Medium, and Long-Term “PASA” reports) –Balancing Energy Reports- 48-hour disclosure of highest offer and QSE selected –A/S Offer Selected- 48-hour disclosure report –Balancing Energy and A/S Offers above Event Trigger- 7-day disclosure

10 History ERCOT evaluating/implementing PUCT disclosure reports –Created 12 SIRs to add and/or modify report –SIR Aggregated BES Report: Quantities and prices of offers for energy, in aggregated form, for each settlement interval and for each area, in the form of supply curvesAggregated BES Report Change required – Adjust deadline from 30 days after Op Day to 2 days after Op Day –SIR Aggregated AS Report: Quantities and prices of offers for each type of AS, in aggregated form, for each settlement interval and for each area where available, in form of supply curvesAggregated AS Report Change required – Current posting is too soon; must be greater than 1 day, but not more than 2 days after Op Day

11 History ERCOT evaluating/implementing PUCT disclosure reports (continued) –SIR Self-Arranged AS Report: Self-arranged ancillary capacity services for each service, for each settlement interval and for each area (where available) in aggregated formSelf-Arranged AS Report Change required – Currently posting too soon; must be greater than 1 day, but not more than 2 days after Op Day –SIR QSE-Specific BES Report: Portfolio offer curves for BES for each settlement interval in entity-specific form for each area.QSE-Specific BES Report Change required– Change from 180-day-MONTHLY disclosure to 60- day-DAILY disclosure

12 History ERCOT evaluating/implementing PUCT disclosure reports (continued) –SIR QSE-Specific AS and RPRS Report: Portfolio offer curves for each AS for each settlement interval in entity-specific form for each area where available.QSE-Specific AS and RPRS Report Change required – Change from 180-day-MONTHLY disclosure to 60- day-DAILY disclosure –SIR Energy Schedules Report: Final energy schedules by entity by area for each settlement interval.Energy Schedules Report Change required – Change from 6 months to 90 days. –SIR AS Schedules Report: Final ancillary service schedules for each QSE for each area and service for each settlement interval.AS Schedules Report Change required – Change from 6 months to 90 days. Change date range AND frequency to be DAILY

13 History ERCOT evaluating/implementing PUCT disclosure reports (continued) –SIR Resource Plans Report: Resource plans for each QSE for each area for each settlement interval.Resource Plans Report Change required – Change from 6 months to 90 days. Change date range AND frequency to be DAILY –SIR Actual Resource Output Report: Actual output from each resource in entity-specific form for each settlement interval for each area. NEW report; daily posting, 90 days after Op Day –SIR Dispatch Instructions Report: All dispatch instructions from ERCOT for BES and AS in entity-specific form for each settlement interval for each area. NEW report; daily posting, 90 days after Op Day

14 History ERCOT evaluating/implementing PUCT disclosure reports (continued) –SIR Resources Committed Report: Names of resources in portfolio that were committed, name of submitting entity, name of controlling entity for each resource in portfolio by interval. NEW report; daily posting, 90 days after Op Day –SIR Dynamic Scheduling Report: Load and generation resource output for each zone, for each entity that dynamically schedules in entity-specific form for each settlement interval. NEW report; daily posting, 90 days after Op Day


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