Demand Response Options Review Carl Raish November 27, 2007

2 2 ERCOT requires a fifteen (15) minute settlement interval Vast majority of Customers do not have this level of granularity Profiles are created using adjusted static models Models estimate customer level interval load based on calendar-type data (season, day of week, time of day) weather data (temperature, wind-speed, cloud-cover, dew-point) Backcasted Profiles are generated the day following a trade day and used for all settlements (initial, final and true-up) Load Profiling Converts monthly kWh reads to fifteen (15) minute intervals Enables the accounting of energy usage in settlements ERCOT Load Profiling

3 3 ERCOT Load Profile Models are documented in Appendix E of the Load Profiling Guide on the ERCOT website ERCOT Load Profiling

4 4 ESI IDs are linked to Load Profile Models by their Load Profile ID Rules for assigning ESI IDs to Load Profile ID are also documented in Appendix D of the Load Profiling Guide ERCOT Load Profiling

5 5 3 Load Profile Groups - 10 Segments Residential (2) Low-Winter Ratio (Non-electric Heat) (Non-electric Heat) High-Winter Ratio (Electric Heat) (Electric Heat) Business (6) Low Load Factor Medium Load Factor High Load Factor Non-Demand IDR Default OGFLT Non-Metered (2) Lighting (Street Lights) Flat (Traffic Signals)

6 6 8 ERCOT Weather Zones

7 7 8WeatherZones 10 Profile Segments 80 Load Profiles Total Profiles

8 8 Profile IDs Additional Fields in the Load Profile ID: –Meter Data Type Code (IDR or NIDR) –Weather Sensitivity Code (NWS or WS) –TOU Schedule Code (NOTOU, TOU01, TOU02, …, TOU12, TOU13) Examples of valid Profile Ids: RESHIWR_COAST_NIDR_NWS_NOTOU RESLOWR_SCENT_NIDR_NWS_NOTOU

9 9 Profiling For Demand Response Adjusted static models cannot capture dynamic control events The Load Profiling Guide specifies that Lagged Dynamic Profiles will be used to settle demand response programs –Interval data collected from a representative sample of program participants to capture load impacts of control events as they occur Each demand response program will need a unique profile (shape) –ERCOT systems need to accommodate numerous additional profiles (shapes), and –A method for linking participating ESIIDs to their specific demand response program

10 Demand Response programs will be CR specific –ERCOT will be assigning each program unique code/codes ESIIDs on a DR program will need to be linked to the code assigned by ERCOT for settlement PWG has considered a number of options to implement the coding Summary of PWG Options

11 Option 1: DR Program Coded in Profile ID Segment ESI IDs participation in a DR program indicated in the Load Profile Segment field –Example : Profile Type Code before: RESLOWR – (RESLOWR no DR program) Profile Type Code after: RESL0001 – (RESLOWR on DR program ‘01’)

12 Option 2: DR Program Coded in TOU Field ESI IDs participation in a DR program indicated in the TOU Schedule field of the Load Profile ID –Examples : TOU Schedule before: NOTOU – (No DR program / No TOU) TOU Schedule after: ‘D0100’ – (DR program ‘01’ / No TOU) TOU Schedule after: ‘D0203’ – (DR program ‘02’ / TOU Schedule ‘03’) TOU Schedule before: D0103 – (DR program ‘01’ / TOU Schedule ‘03’) TOU Schedule after: ‘D0100’ – (DR program ‘01’ / No TOU) TOU Schedule after: ‘NOTOU’ – (No DR program / No TOU) TOU Schedule after: ‘TOU03’ – (No DR program / TOU Schedule ‘03’) TOU Schedule before: TOU05 – (No DR program / TOU Schedule ‘05’) TOU Schedule after: ‘D0105’ – (DR program ‘01’ / TOU Schedule ‘05’) TOU Schedule after: ‘D0200’ – (DR program ‘02’ / No TOU)

13 Option 3: DR Program Coded in Weather Sensitivity Field ESI IDs participation in a DR program indicated in the Weather Sensitivity field of the Load Profile ID First position of WS code ‘D’ for all participants on a DR program –Examples: Weather Sensitivity Code before: NWS – (No DR program / Non WS) Weather Sensitivity Code after: ‘D01’ – (DR program ‘01’ Not WS) Weather Sensitivity Code before: ‘D01’ – (DR program ‘01’ Not WS) Weather Sensitivity Code after : ‘NWS’ – (No DR program / Non WS)

14 Option 4: DR Program Coded in Profile ID Segment (Modified) ESI IDs participation in a DR program indicated in the Load Profile Segment field of the Load Profile ID –Very similar to Option 1 –Definition of the Profile Group changed to always be the first 3 positions –Fourth position would be a Profile Segment Letter –Last 4 positions for DR programs –Example: Profile Type Code before: RESL0000 – (RESLOWR no DR program) Profile Type Code after: RESL0001 – (RESLOWR on DR program ‘01’)

15 Option 5: DR Program Coded in Weather Sensitivity Field (Modified) ESI IDs participation in a DR program indicated in the Weather Sensitivity field of the Load Profile ID –First position of WS code ‘W’ for Weather Sensitive ESI IDs and ‘N’ for Non-Weather Sensitive ESI IDs –Last two positions for DR program –Examples : Weather Sensitivity Code before: NWS – (No DR program Non WS) Weather Sensitivity Code after: ‘N01’ – (DR program ‘01’ Not WS) Weather Sensitivity Code after : ‘W01’ – (DR program ‘01’ WS) Weather Sensitivity Code before : N01 – (DR program ‘01’ Not WS) Weather Sensitivity Code after : ‘NWS’ – (No DR program Non WS) Weather Sensitivity Code after : ‘W01’ – (DR program ‘01’ WS)

16 Option 6: Texas Set Change to Allow Dynamic Profile ID Changes Texas Set changes to automatically update Profile IDs in response to changes to DR program participation –Switch –MoveIn –MoveOut

17 Option 7: IDR Settlement for DR Programs IDR settlement is currently available for DR program participants No Lagged Dynamic Profile would be needed No DR program coding necessary

18 Option 8: DR Program Coded in a New Profile ID Field Extend length of Profile ID field to add a new field for coding DR participation

19 Option 9: Lookup Table to Flip Profile ID Before Settlement Create lookup table to link CRs to DR programs Used in conjunction with Option 1 ESIIDs with invalid CR to DR program relationships identified –Profile Id modified prior to settlement –Profile Ids reverted to original values after settlement completes

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21 Questions? ON OFF