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Profiling Working Group

Update to COPSOctober 14, 2015

Jim Lee (AEP) – ChairSheri Wiegand (TXU) – Vice Chair

Annual Validation Update

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Date Residential Annual Validation Task List Status06/30/2015 ERCOT to provide list of ESI IDs to TDSPs Complete07/10/2015 TDSPs to provide finalized list of ESI IDs to ERCOT Complete07/15/2015 Market Notice announcing lists are available to CR of record Complete08/15/2015 TDSPs to begin submitting 814_20 transactions Complete09/30/2015 TDSPs to complete submissions of all 814_20 transactions Complete10/02/2015 ERCOT completes review of expected database changes Complete

Date Business Annual Validation Task List Status08/07/2015 ERCOT Provides Qtr Validation Lists to TDSPs (BUS Only) Complete08/15/2015 ERCOT to provide list of ESI IDs to TDSPs Complete08/25/2015 TDSPs to provide finalized list of ESI IDs to ERCOT Complete09/01/2015 Market Notice announcing lists are available to CR of record Complete09/04/2015 Complete Quarterly Validations Complete10/01/2015 TDSPs to begin submitting 814_20 transactions Complete11/02/2015 Initial Weather Responsiveness Report Produced11/30/2015 TDSPs to complete submissions of all 814_20 transactions12/02/2015 ERCOT to review database for expected changes12/05/2015 All TDSPs have submitted at least 99% of changes01/02/2016 Weather Responsiveness Overdue Report Produced

Monthly Continue Overdue Reporting Until All Complete

ERCOT presented the UFE weighting factors associated with NIDR, IDR-Distribution, and IDR-Transmission and the background history.

At market open, a survey taken by TDSPs indicated that “high voltage customers and interval data recorders contribute less to UFE on an interval by interval basis.”

Therefore, the market decided on the following allocation factors:NIDR: 1.0IDR-Distribution: 0.5IDR-Transmission: 0.1

UFE Allocation Factor Review

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When evaluating whether the market is due for a change in allocation factors, the following questions were asked at PWG:“If designing methodology today, would we come up with the same solution/weighting factors?”“Should the weighting factors remain as-is?”“Should UFE be allocated based upon straight (non-weighted) load ratio share?

Answers to each question was the same:“Allocation factors should remain status quo because the overarching principle remains the same – high voltage customers and interval data recorders contribute less to UFE on an interval by interval basis.”

PWG consensus: No changes to any of the UFE allocation factors

UFE Allocation Factor Review

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New Valley Weather Zone Update

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ERCOT proposes to create a ‘virtual’ weather zone on ERCOT’s system because the need for a new Valley WZ is mainly for ERCOT forecasting purposes. Therefore, a new market-facing weather zone will not be needed.

ERCOT is still evaluating how to distribute the Valley weather zone data, whether it is through reports & extracts or another method.

PWG agreed that ERCOT’s proposed solution is the best option. It has the least amount of system changes and impacts to Market Participants.

Protocol Section 18 Edits Hyperlink to document

Protocol Section 18 – Load Profiling

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PWG completed the task of reviewing and updating Protocol Section 18, Load Profiling.

We ask that Market Participants review the edits and provide any feedback at the October 28th or the November 18th PWG meetings.

Protocol Section 18 Edits Hyperlink to document

As the next step, PWG has begun a full review of the Load Profiling Guide.

Protocol Section 18 – Load Profiling

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After initial review of the Load Profiling Guide, PWG identified several sections which are outdated or no longer needed.

Additionally, it was brought to light that ERCOT utilizes the published Association of Edison Illuminating Companies (AEIC) Load Research standard for creating and maintaining Load Profiles.

Therefore, PWG proposes to remove the outdated/not needed sections in the LPG by making the following changes:

Keep sections: 1-4; 7; 8.8-8.9; 9-14; Appendix D & E

ØRemove sections: 5; 6; 8.1-8.7; 15 & 16

Load Profiling Guide Review

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SECTIONS TO RETAIN:

1 – Intro2 – Load Profiling Guide Revision Request3 – [Reserved]4 – The Profiling Working Group8.8 - Procedures for Requesting a Change to Load Profile Models8.9 - Approval Process for Load Profile Model Changes9 – Load Profile IDs10 – kVa to kW conversion11 – Validation of Load Profile ID12 – Request for Load Profile Segment Changes, Additions, or Removals13 – Changes to Weather Zone Definitions14 – Load Profile ID Dispute ProcedureAppendix D & E

Load Profiling Guide Review

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SECTIONS TO REMOVE:

Ø5 – Guidelines for Load Profile DevelopmentØ6 – Load Profiling MethodologyØ8.18.7 – Load Profile Methodology & Evaluation using Load ResearchØ15 – Load Research SamplesØ16 – Supplemental Load Profiling

** Information contained in these sections are currently being evaluated to determine whether the content can be replaced by referencing the AIEC industry standards.***

Load Profiling Guide Review

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Next PWG meeting date:

Wednesday, October 28th, 9:30am start time (In-person METCenter)

Agenda items:

September Action Items for Section 18

Continue work on Load Profiling Guide

http://www.ercot.com/committees/board/tac/cops/pwg/

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