Lead from the front Texas Nodal 1 EDS 3 Release 5: SCED Phase 1 Kickoff Meeting August 1, 2007.

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Presentation transcript:

Lead from the front Texas Nodal 1 EDS 3 Release 5: SCED Phase 1 Kickoff Meeting August 1, 2007

Lead from the front Texas Nodal 2 Agenda EDS 3 Phase 1 Objectives EDS 3 Phase 1 Timeline EDS 3 Phase 1 Details Team Roles Preparation & Execution Q&A

Lead from the front Texas Nodal 3 Phase 1 Objectives Verify QSE’s ability to use Web Service interfaces to submit, modify, cancel, and retrieve three part offers, COP, output schedules, and Inc/Dec Offers (DSR only) Verify QSEs understanding of SCED input validation rules Use both the User Interface and Web Services interfaces for SCED inputs

Lead from the front Texas Nodal 4 Phase 1 Audience Contact –You should not be on this list –You should be on this list but are not

Lead from the front Texas Nodal 5 Texas Nodal Program Summary Release Schedule High Level Version 2.0

Lead from the front Texas Nodal 6 SCED Phase 1 Sandbox and EDS Timeline Nodal SandBox: Contains External Web Services pertinent to SCED. Verify your connectivity and are successful with requests. For support contact

Lead from the front Texas Nodal 7 SCED Phase 1 Timeline QSE’s with Resources must Register by 8/8/07 for a Testing Window –Testing windows available between August 24 th and October 4 th –Use of EWS and the MMS UI will be demonstrated during the testing window

Lead from the front Texas Nodal 8 SCED Phase 1 TimelineSCED Phase 1 Timeline with Example Activity Timeline EDS TIMELINE Example Activity Timeline

Lead from the front Texas Nodal 9 SCED Testing Phase 1 QSE with Resources will sign up for a seven day testing window in the EDS environment –This will initiate a number of events that will occur before the testing window (detailed on slide 13) –The testing window begins with a two hour support call with online SME support from ERCOT Goal is to provide immediate assistance to resolve issues –After the support call, QSEs with resources can execute additional scenarios they have “defined” –Support calls will be reserved in the order requests are submitted –Taking an earlier testing window enables more time for re-testing should it be needed –MPs that sign up for the first week of October will not have a 7 day testing window and almost no time to correct issues

Lead from the front Texas Nodal 10 Support Calls Support Calls will be held Tuesday, Wednesday, and Thursday –Support calls occur twice daily: 9am – 11am and 1pm – 3 pm –Monday and Friday are reserved for issue correction, follow-up calls, and market wide status calls Calendar is Posted on the Readiness Center 37 slots are available on the following dates:

Lead from the front Texas Nodal 11 SCED Phase 1 Calendar

Lead from the front Texas Nodal 12 Sign-up Content The sign-up from QSEs with Resources should include: Primary Contact Name Primary Contact and Telephone Support Window Date and AM or PM preference –Provide top three preferred dates DUNS number of QSEs & sub-QSEs that have resources associated with them Confirm that the server used to conduct SCED testing resides in the same data center where production will be hosted: Yes/No Confirm that you the QSE will be engaged in testing and not your 3 rd Party Service Provider: Yes/No Send sign-up to by August 8

Lead from the front Texas Nodal 13 Phase 1 - Preparation and Execution activities Preparation and Execution ChecklistERCOTMP Host EDS 3 Kick-Off Meeting Post test window calendar and send Market Notice Send sign-up to Send test window confirmation and update online test window calendar Collect MP test resources and parameters data for distribution Send test data to MP contact for review Review test data and provide updates or confirmation Update EDS environment with any test data changes Prepare EDS testing scripts and XML data files Send testing XML data files to ERCOT for pre-validation Pre-validate any MP data files and send feedback Submit digital certificate Perform connectivity ping test TYPICAL WEEKLY SCHEDULE Host Monday Call – week overview, Issues update, other updates Verify EDS environment availability (Daily) Send support conference call dial-in to EDS 3 contact (Prior to each Call) Market Participant testing support call, track progress, log issues Continue Phase 1 Testing and report issues to Update Issues log and support documentation (Daily if required) Host Friday Call – week recap, issues identified, other updates Draft

Lead from the front Texas Nodal 14 Preparation Execution Checklist This Checklist will be completed by the Execution PM and consolidated to the Readiness Scorecard Draft

Lead from the front Texas Nodal 15 Support Window Test Cases * See EDS Phase 1 Test Scripts document ** Inc & Dec required only for QSEs qualified to schedule DSR resources. Reference *Primary QSESub-QSE Submit Valid COPSec 3.3XX Query COPSec 3.6X Update COPSec 3.6X Submit Valid TPOSec 4.3XX Query TPOSec 4.6X Update TPOSec 4.6X Submit Valid Output ScheduleSec 5.3XX Query Output ScheduleSec 5.6X Update Output ScheduleSec 5.6X Submit Valid Inc & Dec Offers **Sec 6.3X Query Inc & Dec Offers **Sec 6.6X Update Inc & Dec Offers **Sec 6.6X

Lead from the front Texas Nodal 16 EDS 3 Execution - Organization EDS 3 - Execution Lead Scott Middleton EDS 3 Planning John Hall, Ken Kasparian, Craig Gamoke, Jamil Daouk Network Support John Fisher Application First Line Support Pradeep Patra MMS Support / SME Resmi Surendran External Web Services Support Raj Boina Security Environment Greg Sutter Digital Certificate Issue Scott Middleton Enterprise Integration Support Nemat Sarnevesht FAQ & Q&A Angela Moy

Lead from the front Texas Nodal 17 Readiness Metrics and Scorecard: SCED Phase 1 MP2: QSEs with Resources Connectivity to EDS Environment –Expected completion date October 5 MP3: QSEs with Resources Upload of SCED Offers to EDS –Expected completion date October 5 Sign-Up Status –QSE signs up by 8/8 – Status is GREEN –QSE’s that have not signed up by 8/9/07 – Will turn Amber until signed up 10/5/07 – Will turn red Execution –MP’s that have met readiness metric M2 and M3 by 10/1 are GREEN –MP’s that have attempted readiness metric M2 and M3 by 10/1 are AMBER –MP’s that have not yet attempted readiness metric M2 and M3 by 10/2 are RED

Lead from the front Texas Nodal 18 Phase 1 Dashboard Draft

Lead from the front Texas Nodal 19 Digital Certificates 1 digital certificate with a generic employee name has been generated for each QSE and sub-QSE with Resources. –The MP’s USA does not need to take any action –This is the only certificate that will work in the EDS environment –This certificate will also work in the Nodal Sandbox environment –It will not work in production, MOTE, or any other ERCOT environment Distribution will occur after the QSE signs up for a SCED Phase 1 Testing Window Once the Nodal Market Participant Identity Management System is operational, these generic EDS certificates will be revoked. All valid ERCOT issued digital certificates will continue to work in the Nodal Sandbox.

Lead from the front Texas Nodal 20 Issue Management Issues encountered on the Support Call will have a high priority Issues encountered during the remainder of the Test Window should be reported via the form ( %20EDS%20Issue%20Submission%20Form.xls) and submitted to %20EDS%20Issue%20Submission%20Form.xls –Internal testing will occur in parallel with EDS 3 Phase 1 MP issues will be logged when submitted MP submitted issues will be compared to internal defects after internal testing is completed When completing the Issue form, provide the files used and the sequence of file submission (per slide #9 “defined”)

Lead from the front Texas Nodal 21 EDS 3 SCED Phase 2 TPTF Approved the “EDS3 Release 5 – SCED Testing Establishing Generating Resource Offer Curves v1.0” document –This meets the ERCOT Nodal Transition Plan section (1) requirement QSEs with Resources need to read this document and provide ERCOT (via with the completed Due date is August 10th

Lead from the front Texas Nodal 22 Relevant reference documents ERCOT Nodal Transition Plan Plan_ doc EDS 3 Approachhttp://nodal.ercot.com/docs/pd/eds/eds3/eds3dp/EDS_3_Approac h_v1.0_ doc EDS 3 – SCED Handbookhttp://nodal.ercot.com/docs/pd/eds/eds3/scedhdbk/EDS_SCED_M P_Handbook_V1.02.doc EDS 3 – SCED Phase 1 Test Package HASE1_Test_Package.zip Market Management System User Guide Management_System_User_Guide_v10.zip EDS Issue Submission Form %20EDS%20Issue%20Submission%20Form.xls EDS 3 Test Offer Curveshttp://nodal.ercot.com/docs/pd/eds/eds3/test/EDS_3_Test_Offer_ Curves_v1.0.doc

Lead from the front Texas Nodal 23 Activity Summary if there is an issues with slide 5 “Phase 1 with the information on slide 12 “Sign-up ” by August 8 Read the “EDS3 Release 5 – SCED Testing Establishing Generating Resource Offer Curves v1.0” and submit the spreadsheet to by August 10 Use the Nodal Sandbox functionality

Lead from the front Texas Nodal 24 Q&A