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WEIS MARKET TRIALS Helping our members work together to keep the lights on... today and in the future. SPPorg southwest-power-pool SouthwestPowerPool
MARKET TRIALS WEEKLY STATUS MEETING AUGUST 3, 2020 2 Helping our members work together to keep the lights on... today and in the future. SPPorg southwest-power-pool SouthwestPowerPool
AGENDA Market Trials Overview Connectivity Test Tagging Overview Known Issues Report Recap of Key Points and Next Steps Questions 3
WEIS MARKET TRIALS OVERVIEW CHRIS BALDWIN 4
MARKET TRIALS CALENDAR Date June 3, 2020 Party SPP MPs MPs Action MP Testing Kick-Off Call and walk through of system changes MPs set up APIs and listeners in MTE, LSAs set up users with certificates and roles in MTE Connectivity Testing in MTE June 1, 2020 June 30, 2020 July 1, 2020 July 31, 2020 July 20, 2020 January 18, 2021 August 3, 2020 November 20, 2020 August 3, 2020 November 20, 2020 (Mon., Tue., Fri.) SPP MPs SPP MPs SPP MPs SPP MPs BAs West RC MPs Weekly WEIS Market Trials test communication calls Tues & Thurs each week: Structured Testing in MTE Wed & Fri each week: Unstructured Testing in MTE Deployment Testing in MTE November 23, 2020 December 9, 2020 November 23, 2020 December 9, 2020 December 10, 2020 January 14, 2021 February 1, 2021 MPs set up APIs and listeners in Production, LSAs set up users with certificates and roles in Production PRD Connectivity Testing and Verification SPP MPs SPP MPs SPP MPs Parallel Operations testing in Production WEIS Market Go-Live 5
COMMUNICATION PLAN Submit all inquiries through the SPP Request Management System (RMS) using the WEIS Market Quick Pick and Subtype 1 of Market Trials. For errors or unexpected results that occur during test execution, which require SPP troubleshooting or intervention, MPs should provide error steps and details through RMS using the WEIS Market Quick Pick and Subtype 1 of Market Trials. For mass or immediate communications that need to be sent from SPP to Market Participants, outreach will be via e-mail to WEIS Market Testing Liaisons. All other SPP communications to specific Market Participants will be sent to WEIS Market Testing Liaisons via RMS. SPP will publish Market Trials materials to the WEIS Market Trials folderon SPP.org. 6
WEIS CONNECTIVITY TESTING CHRIS BALDWIN 7
IMPORTANT DATES Connectivity Testing Dates: July 1 - 31 Completed Test Checklist / Sign-Off Attestation due by: July 31 Structured / Unstructured Testing: August 3 8
TEST CHECKLISTS The MTE Test Checklist consists of multiple tabs for different areas of testing. The potential areas of testing consist of: Portal, Markets, Settlements, Tags and XML Notification Listener. Each tab consists of both UI and API test cases. MPs not using APIs can skip these tests. It is strongly recommended that users who plan to access the SPP systems via API only, also test UI access as a backup method. 9
CONNECTIVITY TEST COMPLETION ATTESTATION STATEMENT 10
CONNECTIVITY TEST EXIT CRITERIA All Market Participants are required to participate Each MP will have completed the Connectivity Checklist and returned it to SPP indicating success SPP will request an attestation statement from each MP to move to the next stage of Market Trials The status of each MP s readiness to move between each stage of market trials will be reported to the program leadership, including the WMEC. 11
WRTBM BASE CASE CHRIS BALDWIN 12
WEIS WRTBM BASE CASE GUIDE The purpose of the WEIS WRTBM Base Case document is to guide Market Participants (MPs) of the Western Energy Imbalance Services (WEIS) Market through testing of the Western Real- Time Balancing Market (WRTBM) base case scenario which includes typical market and settlement functionality. This document also describes SPP and MP roles and responsibilities necessary to complete this test scenario. The document can be found in the Market Trials Folder on spp.org here. 13
WRTBM BASE CASE SPP will host an unstructured test period beginning on Monday, August 3, 2020 and continuing through Friday, November 20, 2020. Unstructured testing is provided for the purposes of testing typical market functionality. The WEIS Market Trials WRTBM Base Case Scenario Guide, and the associated test checklists, are provided for the purposes of testing Market and Settlement UI/API functionality. Though unstructured testing can be performed at any time, SPP has scheduled time for completion of unstructured testing to occur every Monday, Wednesday and Friday of each week during this test period. Additional structured test scenarios are scheduled to occur on Tuesday and Thursday each week of this test period. These structured test scenarios, described separately, are provided for the purpose of testing specific functionality or to create specific results in order to ensure that the WEIS market functions as intended. Deployment testing will be scheduled with each MP to occur on an unstructured test day (Monday, Wednesday, or Friday). More information about Deployment Testing will be provided separately. 14
WRTBM BASE CASE DETAIL Beginning August 3, 2020 and continuing through November 20, 2020, SPP plans to execute the WRTBM persistently for each operating day (except during communicated maintenance windows) to generate and communicate dispatch instructions and locational marginal prices (LMP). Except for resources participating in an active deployment test, these setpoints are informational only, and MPs should not follow them at this time. WRTBM notifications will be consistent with SPP WEIS Market protocols. During this period, MPs will be expected to test market functionality such as submitting resource offers, validating WRTBM results and confirming receipt of market notifications and messages. 15
SETTLEMENTS BASE CASE DETAIL From August 17, 2020, through Nov. 17, 2020, SPP plans to settle each operating day using an accelerated posting schedule: S7 (OD+7), S53 (OD+21), S120 (OD+35), R (# of Days after OD), etc. SPP has posted a settlements calendar that reflects the accelerated schedule here: https://marketplace- mte.itespp.org/pages/settlement-calendars-weis. SPP will post settlement results for each operating day to allow MPs to process and download statements and invoices. SPP expects MPs to ensure the MA is submitting meter data on a daily basis. 16
ASSUMPTIONS & RECOMMENDATIONS Testing will occur in SPPs Member Testing Environment (MTE) which is located here: https://marketplace-mte.itespp.org/. WRTBM setpoints are for informational and testing purposes only. Resources are not expected to follow these setpoints except during a scheduled Resource Deployment test. WRTBM LMPs are provided for informational and testing purposes only. Resource Offers and real-time ICCP from Non-Dispatchable Variable Energy Resources (NDVER) and Partial Participation Resources (PPR) are expected to be provided for participation in this scenario. Review Section 4.2.3.4 of the Market Protocols to understand the exceptions related to these resource types. MPs should strive to provide realistic resource offers, status and availability information in accordance with the WEIS Market Protocols. MPs are expected to create tags (schedules) using valid source and sinks. MPs, and their respective MAs, should strive to submit realistic meter data on a regular basis and review meter reports to gain familiarity with the meter data process. MPs should access their settlement results on a regular basis to understand the financial impacts of the WEIS Market. 17
MP MARKET ACTIVITIES MPs are expected to perform the following steps for the duration of the WRTBM base case scenario scheduled for August 3 November 20, 2020. Verify that non-conforming load forecasts are submitted and updated, as necessary Verify that the tags (schedules) entered are representative of the physical paths currently used in production. Verify that reasonable resource offers are submitted and updated as necessary, including resource and ancillary service plans using the resource commitment status. Update a unit s min/max capacity if it changes by >10% or 5 MW, whichever is greater Update a unit s offer curve if it changes by >10% or $2 per 5 MWs, whichever is greater 18
MP MARKET ACTIVITIES CONT Verify that the Automatic Generation Control (AGC) System Control Status is available via ICCP. Verify that results of the WRTBM are received and meet expectations. Verify that market messages and notifications are received and meet expectations. Verify that market UI/API transaction records are available and meet expectations. Verify that market data is available and meet expectations. Notify SPP to report and receive support for any unexpected issues. Complete and submit scenario test checklist via RMS. 19
WEIS WRTBM TEST CHECKLISTS MPs will use the WRTBM Base Case guide and the associated scenario test checklist to track and submit their progress through RMS. WEIS WRTBM Markets Test Cases WEIS WRTBM Settlements Test Cases The checklists can be found in the Market Trials Folder on spp.org here. 20
MARKET TRIALS CALENDAR SPP will produce a calendar for WEIS Market Trials. The calendar will be a living document and updated periodically during testing. SPP staff will discuss updates to the calendar in the weekly testing meeting. In addition to identifying important dates during WEIS Market Trials, the calendar will track market trials milestones. Events listed on the calendar will include: Daily submission data Operational test scenarios Deployment tests MP testing-status conference calls Go/no-go checkpoints for Market Trials SPP company holidays The document can be found in the Market Trials Folder on spp.org here. 22
TAGGING OVERVIEW CHRIS BALDWIN 24
ENERGY SCHEDULES For Market Trials in MTE, MPs should replicate and tag all physical paths currently used for production. Tagging in MTE will give MPs the opportunity to see how the mapping works and be able to follow a tag through to the settlement statement. 25
TAGGING IN MTE (OATI) MPs will use one of the following two options to submit tags for use in Market Trials testing in MTE. MP tagging will be supported by OATI as described below. MPs that use OATI as their tagging vendor should use the following URL for submitting tags: https://demo1.spp.tag.oati.com. OATI Tagging Customers can request User Interface System access by contacting OATI Support (oati.support@oati.net) and Ben Stander (Ben.Stander@oati.net), with the subject OATI GUI access to demo1.spp.oati.com. 26
TAGGING IN MTE (NON-OATI) MPs that use a non-OATI tagging vendor will use the following URL and information for the alternative XML messaging site: https://demo1.spp.tag.oati.com/oati/tagging.wml. This URL will be available for MP-directed testing on Monday, July 13, 2020. SPP will not test this functionality. MPs will be required to ensure this functionality is available and working correctly prior to the start of Structured and Unstructured testing on August 3, 2020. (Optional) If PSEs want to view/approve tags in their vendor system, they will need to provide agent and approval URLs for their vendor s test system to OATI. This information is not needed by July 13 and can be provided closer to actual testing. For any questions related to access and configuration of non-OATI XML tag submission, please contact OATI Support (oati.support@oati.net) and Ben Stander (Ben.Stander@oati.net). 27
TAGGING IN MTE MPs can put in a set of tags that cover all of their paths with MWs that are similar to what they see in production and not have to update them daily. The tags don t have to match prod exactly, as long as it is understood what is put in is what will be seen on their settlement statement. 28
KNOWN ISSUES LOG CHRIS BALDWIN 29
KNOWN ISSUES LOG (CLOSED ISSUES) Known issues log of all issues of all MP facing or impacting issues. SPP will publish Market Trials materials to the WEIS Market Trials folderon SPP.org. 30
KEY POINTS Structured / Unstructured Testing Period: August 3 November 20 Submit all inquiries through the SPP Request Management System (RMS) using the WEIS Market Quick Pick and Subtype 1 of Market Trials. Return the following documents as soon as completed via RMS. Due no later than November 20: WEIS WRTBM Market Test Cases WEIS WRTBM Settlement Test Cases Structured/Unstructured Test Completion Attestation Statement Deployment Test Completion Attestation Statement Next Steps 32
