Structured / Unstructured Market Trials

Weekly Update – Friday MeetingJuly 19, 2013

Call Reminders• Please help to minimize disruptions:

• Mute your phones

• Do not dial-in from a recorded line

• Do not put the call on hold, even if you are on mute

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Agenda• TCR and ECT Update (10 min) 9:00-9:10A

• Review of Events (5 min) 9:10-9:15A

• Analysis July 8 – 14 (20 min) 9:15-9:35A

• Look-Ahead July 22-28 (20 min) 9:35- 9:55A

• Updates (20 min) 9:55-10:15A• Migration Report• Release Scorecard• Known Issues Log

• Settlements (10 min) 10:15-10:25A

• Training (5 min) 10:25-10:30A

• Questions (10 min) 10:30-10:40A3

TCR Market TrialsUpcoming Activities

• August Monthly Auction: Auction results will be posted by 4pm

• Next Week: No TCR Market Trials Activities

• September Monthly Auction: Starts 8/5

4Brett Crane

Extended Connectivity Testing

4Brett Crane

• July 9: Round 2 Kick-Off Meeting. Presentation on spp.org here.

• ECT Preparation (complete no later than 8/2):

• Complete Connectivity Test Checklists and return to SPP

• LSA User Role Setup

• OATI and CROW System Access Requests (if applicable)

• XML Notification Listeners (if applicable)

Extended Connectivity Testing

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• ECT Test Execution (occurs between 8/5 and 8/30):

• Tests to be executed determined by MP in their Connectivity Test Checklist

• MPs will be assigned a week during test execution time frame to perform their testing. Assignments to be provided July 26th.

• Tests are performed independently during the assigned week. No appointment is necessary.

• Test results communicated within the Connectivity Test Checklist and submitted via RMS by the end of each Test Execution week

• Issues with test execution handled via RMS . SPP Test Appointments to be scheduled on an as needed basis.

Brett Crane

Extended Connectivity Testing

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• Applicable Market Participants:• 1. MP is newly registered to the Integrated Marketplace and/or

• 2. MP has not successfully completed previous iterations of Connectivity Testing

Active Power Investments, LLC DC Energy Midwest, LLC Franklin Power, LLC

APEX Denver Energy 2, LLC INFINITY WIND HOLDINGS, LLC

APX, Inc. DENVER ENERGY, LLC J ARON & COMPANY

BJ Energy, LLC DTE ENERGY TRADING INCJP MORGAN VENTURES ENERGY CORP

Blue Canyon V Durable Electric Power Merrill Lynch Commodities, Inc.

BUFFALO DUNES WIND PROJECT EDF TRADING NORTH AMERICA, LLC Midwest Energy Trading East LLC

CITIGROUP ENERGY INC EDP RENEWABLE NORTH AMERICA LLC Monterey SW, LLC

City of Fremont ENEL GREEN POWER, N.A. Monterey SWF, LLC

CONOCO PHILLIPS COMPANY Entegra Power Servies (EPS) NORTHPOINT ENERGY SOLUTIONS DB ENERGY TRADING (DBET) ETC ENDURE ENERGY LLC POWEREX CORP (PWX)

Brett Crane

Extended Connectivity Testing

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Saracen Energy West Wind Farm Bear Creek LLC

Solomon Forks Wind Farm LLC XO ENERGY SW, LP

Sustaining Power Solutions XO ENERGY SW2, LP

TENNESSEE VALLEY AUTHORITY

TRADEMARK MERCHANT ENERGY, LLC

TWIN EAGLE RESOURCE MANAGEMENT, LLC

Union Electric Company dba Ameren Missouri

UNION POWER PARTNERS L P

Utilities PlusWind Farm 66 LLC

• Applicable Market Participants Continued:

Brett Crane

Review of Events

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• Invalid Day Ahead Solution was published for OD July 17

• Software Issue: SPP DA Operators were not aware of the invalid solution until after the results were posted

• A new software defect requires the software to raise a flag if this situation occurs in the future

• In the interim, SPP will perform additional steps prior to approving a DA Market case to ensure a case with an invalid solution is not approved

• Scenarios 23.1 & 23.2 scheduled for July 17 to be re-executed • Issue was not specific to running 23.1 & 23.2 Spring Load Profile

• Still, Spring Load Profile Scenarios rescheduled due to invalid execution

• MPs will be notified of planned re-execution

Jodi Woods

Analysis: July 8-14

10Alan Adams

• Structured Market Trials Statistics posted the day after each ODspp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market

Trials Project Documentation Folder > Structured Market Trials Presentations, Statistics, MP Meetings

• Analysis of July 10 and July 11 Operating Days posted Tues to spp.orgspp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market

Trials Project Documentation Folder > Structured Market Trials Presentations, Statistics, MP Meetings

Look-Ahead: July 15-21

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July 22 – July 28 Daily Calendarspp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace

Market Trials Project Documentation Folder

Scheduled Scenarios 26.1 – Winter Load Profile 26.2 – Winter Load Profile 27.1 – Summer Load Profile 27.2 – Summer Load Profile

Official Operating Days – Weds July 24 & Thurs July 25

Friday Maintenance

Saturday - Reserved for MP Testing

Ginny Watson

26.1 Winter Load Profile (Day Ahead)1.1 Scenario Description•Run the Day Ahead Market with bids and offers submitted by MPs that represent the activity that they would expect on a winter day. Outages will also be present to mimic the expected maintenance conditions during the period.

1.2 Expected Result•DA Market solution should reflect reasonable results during Winter loading periods. The solution should honor any outages/constraints present on the representative day (January 15, 2013)

2.0 MP Activities•Submit Virtual bids and offers as desired for your expected business strategies.

MPs with Load•Submit Demand bids similar to what would be expected during Winter loading times. Demand bids should include Fixed & Price-Sensitive and reflect expected production activityMPs with Resources•Submit Resource Offers similar to what would be expected during the reference day (January 15, 2013). Resource Offers should meet Must-Offer requirement. •OR Offers should reflect OR obligation as posted by SPP.•Resource offers should also reflect Outages that were in place on the reference day

12Alan Adams

26.2 Winter Load Profile (DARUC)1.1 Scenario Description•Run the Day Ahead RUC with offers submitted by MPs that represent the activity they would expect on a winter day. The load forecast by DARUC will be from a selected representative Winter day. Outages will also be present to mimic the expected maintenance conditions during the period.

1.2 Expected Result•DARUC Market solution should reflect reasonable results during Winter loading periods. The solution should honor any outages/constraints present on the representative day (January 15, 2013)

2.0 MP ActivitiesMPs with Resources•Submit Resource Offers similar to what would be expected during the reference day (January 15, 2013). •OR Offers should reflect OR obligation as posted by SPP.•Resource Offers should also reflect Outages that were in place on the reference day

13Alan Adams

27.1 Summer Load Profile (Day Ahead)1.1 Scenario Description•Run the Day Ahead Market with bids and offers submitted by MPs that represent the activity that they would expect on a summer day. Outages will also be present to mimic the expected maintenance conditions during the period.

1.2 Expected Result•DA Market solution should reflect reasonable results during Summer loading periods. The solution should honor any outages/constraints present on the representative day (August 1, 2012)

2.0 MP Activities•Submit Virtual bids and offers as desired for your expected business strategies.

MPs with Load•Submit Demand bids similar to what would be expected during Summer loading. Demand bids should include Fixed & Price-Sensitive and reflect expected production activity

MPs with Resources•Submit Resource Offers similar to what would be expected during the reference day (August 1, 2012). Resource Offers should meet Must-Offer requirement.•OR Offers should reflect OR obligation as posted by SPP.•Resource offers should also reflect outages that were in place on the Reference day

14Alan Adams

27.2 Summer Load Profile (DARUC)1.1 Scenario Description•Run the Day Ahead Reliability Commitment with offers submitted by MPs that represent the activity that they would expect on a summer day. The load forecast used by DARUC will be from a selected representative Summer day. Outages will also be present to mimic the expected maintenance conditions during the period.

1.2 Expected Result•DARUC Market solution should reflect reasonable results during Summer loading periods. The solution should honor any outages present on the representative day (August 1, 2012)

2.0 MP ActivitiesMPs with Resources•Submit Resource Offers similar to what would be expected during the reference day.•OR Offers should reflect OR obligation as posted by SPP.•Resource offers should also reflect Outages that were in place on the reference day

15Alan Adams

Settlements: Market Trials Data Submission

• Helpful Links:– Market Trials Meter Data Submission

– Market Trials BSS Data Submission

– 2012 Fall Settlements Conference Presentation

– Settlements DEGs and WSDLs

16Tony Alexander

Settlements: Meter Data Submission Known Issues

• Meter Agent Report Card time out

• Fix is in progress

17Tony Alexander

Settlements: BSS Data Submission Known Issues

• BSS Notifications Type need to be add to Notification Service

• Fix is in progress

18Tony Alexander

Settlements: BSS Submittal Update

• BSS Contract Headers have been revised to 6 per MP

• MPs will submit and approve BSS Contract Headers

• All BSS Contract Header counter parties will be approved by SPP

• SPP will provide BSS Profiles

• MPs will submit BSS Profiles (auto approved)

19Tony Alexander

Settlements: Questions

Please submit questions through the Request Management System (RMS)

Use Quick Pick: Market Trials - Structured/Unstructured Testing

20Tony Alexander

Release Scorecard

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Release Scorecard posted to spp.org:spp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

Ginny Watson

Migration and Maintenance Report

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Migration and Maintenance Report posted to spp.orgspp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

Leann Poteet

Known Issues Log

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Market Trials Known Issues Log posted to spp.orgspp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

Carrie Simpson

Scheduled Scenarios

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July 22 – July 28 26.1 – Winter Load Profile 26.2 – Winter Load Profile 27.1 – Summer Load Profile 27.2 – Summer Load Profile

July 29 – Aug 4 20.0 – CRD Event 14.1 – Low Load High Wind 14.2 – Low Load High Wind

Market Trials Useful ResourcesSMT Hotline: 501-482-2222 for critical & high issues Mon-Fri 8A – 5PPlease submit all other inquiries via the Request Management System (RMS)

Settlements Calendarmarketplace.spp.org > Public > Settlements > Calendars

Integrated Marketplace Market Trials Project Documentation Folderspp.org > Integrated Marketplace > Market Trials > Structured/Unstructured Test > Integrated Marketplace Market Trials Project Documentation Folder

• Market Trials Daily Calendar• Release Scorecard• Migration Report • Market Participant Guide• Market Trials Known Issues Log

•SMT Presentations, Statistics, MP Meetings Folder•SMT Reference Documents Folder

• SMT Tips and Guidelines• Unstructured Tips

•SMT Scenarios Folder

Change Tracker spp.org > Integrated Marketplace > Marketplace Documents

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Customer Training• Supporting SMT

– SMT Performance Support Tool

– Reference Guides (ex. Interchange Transactions)

• Developing Training– Q & A Sessions

– ARR Allocation Process

– Special Resource Types (DVERs, NDVERs, BDRs, Quick Start)

– TCR Go-Live

– GFA Carve-Out

26Michael Daly

Customer Training• Analyzing Feedback for Future Needs

– Poll Questions

– RMS Tickets

– SMT Calls

– Stakeholder Meetings

27Michael Daly