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Page 1: Lead from the front Texas Nodal  1 EDS 4 Release 9.1 DAM/RUC/SASM 4.9.1 Kickoff Meeting December 20, 2007

http://nodal.ercot.com 1Lead from the front

Texas Nodal

EDS 4 Release 9.1DAM/RUC/SASM

4.9.1 Kickoff Meeting

December 20, 2007

Page 2: Lead from the front Texas Nodal  1 EDS 4 Release 9.1 DAM/RUC/SASM 4.9.1 Kickoff Meeting December 20, 2007

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Texas Nodal

Agenda

• DAM/RUC EDS 4.9.1 Overview:– Presentation Legend– Objectives– Audience

• DAM/RUC EDS 4.9.1 Timeline– Nodal Summary Release Schedule– Sandbox Testing– Testing Windows– Sample Activity Timeline

• DAM/RUC EDS 4.9.1 Testing– Testing Window– Basic Communications Test– Digital Certificates– Support Calls– Issue Management– Support Call Test Cases

• Tracking– Master Schedule– Preparation Checklist / Schedule– Readiness Metrics– Dashboard

• Reference– QSE Activity Summary– Relevant Documents

• Q&A

Page 3: Lead from the front Texas Nodal  1 EDS 4 Release 9.1 DAM/RUC/SASM 4.9.1 Kickoff Meeting December 20, 2007

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Texas Nodal

Presentation Legend

• Note: Throughout this presentation, there are several references to activities required by QSE’s on the Web Services and MIS User Interface

• For convenience and clarity, the following will apply:– All activities that apply only to users of the MIS User Interface will

appear in BLUE– All activities that apply only to users of the Web Services will

appear in MAROON– Activities that apply to both the User Interface and the Web

Services will remain in BLACK

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Texas Nodal

DAM/RUC EDS 4.9.1 Overview: Objectives

• Verify QSE’s ability to use either or both the MIS User Interface or Web Services

interface as indicated in their sign-up email to perform scenarios specified for the

following:– CRR Offer (NOIE and PCRR Holders only)– PTP Obligation– Three-Part Supply Offers for Energy (QSE’s w/ Resources only)– Capacity Trade– Energy Trade– AS Trade– DAM Energy-Only Offer– DAM Energy Bid– AS Self Arrangement (QSE’s with Load only)– AS Offer (QSE’s with Resources only)– Self Schedule– DC Tie Schedule

• Verify QSEs understanding of DAM/RUC input validation rules

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Texas Nodal

DAM/RUC EDS 4.9.1 Overview: Audience

AFFORDABLE POWER PLAN LP (QSE)

ALCOA POWER MARKETING LLC

ALLIANCE POWER COMPANY LLC (QSE)

AMBIT ENERGY LP (QSE)

AMBRIDGE ENERGY LLC (QSE)

AMERICAN ELECTRIC POWER SERVICE CORP

AMERICAN ELECTRIC POWER SERVICE CORP (SQ1)

AMERICAN ELECTRIC POWER SERVICE CORP (SQ2)

AMERICAN ELECTRIC POWER SERVICE CORP (SQ3)

AMERICAN ELECTRIC POWER SERVICE CORP (SQ4)

ANDELER CORPORATION (QSE)

ANP FUNDING I LLC

APN STARFIRST LP (QSE)

APN STARFIRST LP (SQ1)

APNA HOLDING LLC (QSE)

APX INC

APX INC (SQ1)

APX INC (SQ2)

APX INC (SQ3)

AQUILA INC DBA AQUILA NETWORKS

Contact [email protected] if: You should not be on this list <or> You should be on this list but are not

BANK OF AMERICA NA

BARCLAYS BANK PLC (QSE)

BEAR ENERGY LP (QSE)

BLU POWER OF TEXAS LLC (QSE)

BP ENERGY COMPANY (QSE)

BPTX (SQ1)

BPTX (SQ2)

BPTX (SQ3)

BRAZOS ELECTRIC POWER CO OP INC (QSE)

BRILLIANT ENERGY LLC (QSE)

BTU QSE SERVICES INC

BTU SQ1

CALPINE POWER MANAGEMENT LP

CALPINE POWER MANAGEMENT LP (SQ1)

CARGILL POWER MARKETS LLC

CITADEL ENERGY PRODUCTS LLC

CITIGROUP ENERGY INC (QSE)

CITY OF AUSTIN DBA AUSTIN ENERGY (QSE)

CITY OF GARLAND (QSE)

CITY OF SAN ANTONIO CITY PUBLIC SERVICE (QSE)

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Texas Nodal

DAM/RUC EDS 4.9.1 Overview: Audience

CITY OF SAN ANTONIO CITY PUBLIC SERVICE CPS WIND (SQ1)

CLEARVIEW ELECTRIC INC (QSE)

CONOCOPHILLIPS COMPANY (QSE)

CONOCOPHILLIPS COMPANY (SQ1)

CONOCOPHILLIPS COMPANY (SQ2)

CONSTELLATION ENERGY COMMODITIES GROUP INC (QSE)

CONSTELLATION ENERGY COMMODITIES GROUP INC B (QSE)

CONSTELLATION ENERGY COMMODITIES GROUP INC C (QSE)

CONSTELLATION ENERGY COMMODITIES GROUP INC D (QSE)

CONSTELLATION ENERGY COMMODITIES GROUP INC E (QSE)

CONSTELLATION NEWENERGY INC

CONSTELLATION NEWENERGY INC (SQ1)

CORAL ENERGY MANAGEMENT LLC (QSE)

CORAL ENERGY MANAGEMENT LLC (SQ1)

CORAL ENERGY MANAGEMENT LLC (SQ2)

CORAL POWER LLC

CORAL POWER LLC (SQ1)

CORAL POWER LLC (SQ2)

CREDIT SUISSE ENERGY LLC (QSE)

DB ENERGY TRADING LLC

DEUTSCHE BANK TRADING

DIRECT ENERGY LP

DIRECT ENERGY LP WTU (SQ2)

DPI ENERGY LLC

DUKE ENERGY OHIO INC

EAGLE ENERGY PARTNERS I LP (QSE)

EAGLE ENERGY PARTNERS I LP (QSE) SETTLEMENTS ONLY

EAGLE ENERGY PARTNERS I LP (SQ1)

ECMT

ECONNERGY ENERGY COMPANY INC (QSE)

EDISON MISSION MARKETING AND TRADING INC

ELECTRIC NOW LP (QSE)

ENERGYCO MARKETING AND TRADING LLC (QSE)

EPIC

EXELON GENERATION COMPANY LLC

EXELON GENERATION COMPANY LLC (SQ1)

EXPERT ENERGY (STRATEGIC ENERGY LLC SUB QSE 1)

FIRST CHOICE POWER LP

FIRST CHOICE POWER LP (SQ1)

FORMOSA UTILITY VENTURE LTD (QSE)

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Texas Nodal

DAM/RUC EDS 4.9.1 Overview: Audience

FORTIS (SQ1)

FORTIS ENERGY MARKETING AND TRADING GP

FPL ENERGY POWER MARKETING

FPL ENERGY POWER MARKETING INC (SQ3)

FPL ENERGY POWER MARKETING INC (SQ4)

FPL ENERGY TEXAS KEIR LLC (QSE)

FPL ENERGY TEXAS LLC

FPL ENERGY TEXAS LLC (SQ1)

FPL ENERGY TEXAS LLC (SQ2)

FPL ENERGY TEXAS LLC (SQ3)

FPL ENERGY TEXAS LLC (SQ4)

FPLE PMI (SQ1)

FPLE_WIND_FPL ENERGY POWER MARKETING INC.(SQ2)

FREEDOM GROUP LLC DBA FREEDOM POWER (QSE)

FULCRUM POWER SERVICES LP

FULCRUM POWER SERVICES LP (SQ1)

FULCRUM POWER SERVICES LP (SQ2)

GEXA CORP (SQ1)

GEXA CORP.

GLACIAL ENERGY INC (QSE)

GOLDMAN SACHS

GREEN MOUNTAIN ENERGY COMPANY (QSE)

GULF STATES WHOLESALE EQUITY PARTNERS LP

HIMALAYA POWER INC (QSE)

HUDSON ENERGY SERVICES LLC

HWY 3 MHP LLC (QSE)

INTEGRYS ENERGY SERVICES INC (QSE)

INTEGRYS ENERGY SERVICES INC (SQ1)

IPA MARKETING INC (SQ1)

J ARON AND COMPANY

J ARON AND COMPANY (SQ1)

JPMORGAN VENTURES ENERGY CORPORATION

JUICE ENERGY INC

JUST ENERGY TEXAS LP (QSE)

KANSAS CITY POWER AND LIGHT COMPANY (QSE)

KEYSTONE ENERGY PARTNERS LP

LEACH ENERGY TRADING LLC

LEHMAN BROTHERS COMMODITY SERVICES INC

LIBERTY POWER CORP LLC (QSE)

LOWER COLORADO RIVER AUTHORITY (QSE)

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Texas Nodal

DAM/RUC EDS 4.9.1 Overview: Audience

LPT LLC DBA LPT SP LLC (QSE)

LUMINANT ENERGY COMPANY LLC (QSE)

LUMINANT ENERGY COMPANY LLC (SQ1)

MEGA ENERGY

MERRILL LYNCH COMMODITIES INC (QSE)

MERRILL LYNCH COMMODITIES INC (SQ1)

MIRANT ENERGY TRADING LLC

MORGAN STANLEY CAPITAL GROUP INC

MXENERGY ELECTRIC QSE

NATIONAL POWER COMPANY INC (QSE)

NEW MEXICO NATURAL GAS LP (QSE)

NORTH AMERICAN ENERGY CREDIT AND CLEARING DELIVERY LLC

NORTH AMERICAN ENERGY CREDIT AND CLEARING DELIVERY LLC (SQ1)

NRG SOUTH TEXAS LP (QSE)

NRG TEXAS POWER LLC (QSE)

NUECES ELECTRIC COOPERATIVE INC RETAIL DIVISION (SQ1)

OCCIDENTAL POWER SERVICES INC

PEGASUS ALLIANCE CORPORATION DBA ONPAC ENERGY (QSE)

PEPCO ENERGY SERVICES INC (QSE)

PILOT POWER GROUP INC (QSE)

PRE BUY ELECTRIC LLC (QSE)

PRIER ENERGY

RAINBOW ENERGY MARKETING CORPORATION (QSE)

RAINBOW ENERGY MARKETING CORPORATION (SQ1)

RAINBOW ENERGY MARKETING CORPORATION (SQ2)

RELIANT ENERGY ELECTRIC SOLUTIONS (QSE)

RELIANT ENERGY POWER SUPPLY LLC

RELIANT ENERGY SERVICES INC (SQ2)

REPOWER LLC (QSE)

RIO NOGALES POWER PROJECT LP (QSE)

SCURRY COUNTY WIND LP (QSE)

SEMPRA ENERGY SOLUTIONS (QSE)

SEMPRA ENERGY TRADING CORP

SITARA ENERGY INC (QSE)

SOUTH TEXAS ELECTRIC CO OP INC (QSE)

SPARK ENERGY - Q2 (SQ1)

SPARK ENERGY LP (QSE)

STRATEGIC ENERGY LLC

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Texas Nodal

DAM/RUC EDS 4.9.1 Overview: Audience

STREAM GAS AND ELECTRIC LTD (QSE)

SUEZ ENERGY MARKETING NA INC

SUEZ ENERGY RESOURCES NA INC (QSE)

SUEZ ENERGY RESOURCES NA INC (SQ2)

SUEZ ENERGY RESOURCES NA INC (SQ3)

SURE ELECTRIC LLC DBA RIVERWAY POWER COMPANY (QSE)

TARA ENERGY INC. (QSE)

TENASKA POWER SERVICES CO

TEXAS RETAIL ENERGY LLC (QSE)

TEXAS STAR ENERGY (SQI)

TEXPO POWER LP DBA TEXPO ENERGY

TOPAZ POWER MANAGEMENT LP (QSE)

TOPAZ POWER MANAGEMENT LP (SQ1)

TRIEAGLE ENERGY SUPPLY (QSE)

TRIEAGLE ENERGY SUPPLY (SQ1)

TRIEAGLE ENERGY SUPPLY (SQ2)

TRIEAGLE ENERGY SUPPLY (SQ3)

TRIEAGLE ENERGY SUPPLY (SQ4)

TRQ1 (SQ1)

TRQ2 (SQ2)

TRQ3 (SQ3)

TRQ4 (SQ4)

TRQ6 (SQ6)

UBS AG LONDON BRANCH

URBAN ENERGY SOURCE LLC (QSE)

VEGA RESOURCES LLC DBA AMIGO ENERGY (QSE)

VIASYN INC

W POWER AND LIGHT LP (QSE)

W POWER AND LIGHT LP (SQ1)

WCW INTERNATIONAL INC

WESTAR (SQ1)

WESTAR ENERGY INC (QSE)

XTEND ENERGY LP

YOUNG ENERGY LLC (QSE)

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Texas Nodal

DAM/RUC 4.9.1 Timeline: Texas Nodal Program Summary Release Schedule High Level Version (as of 11/30/2007)

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Texas Nodal

DAM/RUC 4.9.1 Timeline: Sandbox Testing

• Nodal SandBox: Contains External Web Services pertinent to DAM/RUC. If you indicated you will test using Web Services, use the sandbox to verify your connectivity and XML structures. You should be doing this now. For support contact [email protected]

Nodal Sandbox – Loop back

Nov 2007 Dec 2007 Jan 2008

CRR Offer (NOIE and PCRR Holders only)PTP ObligationThree-Part Supply Offers for Energy (all three parts)Capacity TradeEnergy TradeAS TradeDAM Energy-Only OfferDAM Energy BidAS Self Arrangement (QSE’s with Load only)AS Offer (QSE’s with Resources only)Self ScheduleDC Tie Schedule

1/15

External Web ServicesMMS User Interface

EWS

EWS MMS UI

MMS

CRR Offer (NOIE and PCRR Holders only)PTP ObligationThree-Part Supply Offers for Energy (all three parts)Capacity TradeEnergy TradeAS TradeDAM Energy-Only OfferDAM Energy BidAS Self Arrangement (QSE’s with Load only)AS Offer (QSE’s with Resources only)Self ScheduleDC Tie Schedule

Feb 2008

EDS 4.9.1 DAM/RUC Inputs

11/30

Application Components

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Texas Nodal

DAM/RUC 4.9.1 Timeline: Testing Windows

• Use of EWS and/or the MIS UI will be demonstrated during the

testing window

1/15/08

Feb 2008

External Web ServicesMIS User Interface

CRR Offer (NOIE and PCRR Holders only)PTP ObligationThree-Part Supply Offers for Energy (all three parts)Capacity TradeEnergy TradeAS TradeDAM Energy-Only OfferDAM Energy BidAS Self Arrangement (QSE’s with Load only)AS Offer (QSE’s with Resources only)Self ScheduleDC Tie Schedule

March 2008

EDS 4 – Release 4.9.1 : DAM/RUC Testing Windows

Application Components

Phase 2EWS MMS UI

MMS

Jan 2008

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Texas Nodal

DAM/RUC 4.9.1 Timeline: Example Activity Timeline

EDS TIMELINE

Example ActivityTimeline

1/15/08

Feb 2008

External Web Services APIMIS User Interface

Web Services Available

EDS 4.9.1 DAM/RUC Input Validation

Phase 2

Mar 2008Dec 2007

1/04/08

MP Sign-Up Deadline

12/19/2007 - 12/26/2007Example Activity Timeline

MP Sign Up via Email

Pre-Test Activities- MP Sends Sample XML- ERCOT performs pre-test validation- ERCOT Provides Digital Cert (if Required)- etc...

Perform Basic Ping Test - Not Required if participated in EDS 3.5 - Basic Ping / Telnet - Verify Digital Certificate - Up to 1 wk < test window

2 Hour Testing Window

Make-Up andSupport Window

Mon - 9am-11am Support Call - Scripted Test - Problem Resolution

12/19/2007 - 12/26/2007

Sample 2 Hour Testing Window

12/20/08

Kick OffMeeting

Jan 2008

2 weeks prior 1 week prior Duration to Make-up Window will Vary

Tues – Sun - 7 day priority support period / self-guided testing - Issue resolution via: [email protected] - Completion report received by end of test period

Through 3/31/08 - QSE’s may continue to test openly - Support will continue but will prioritize those in 7 day support period

3/31/08

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DAM/RUC 4.9.1 Testing: Testing Window

• QSE’s will sign up via email for a testing window– This will initiate a number of events that will occur before the

Testing Window (detailed in a later slide)– Testing Window includes:

• 2 hour support and scripted testing call• Resolution of issues during the 2 hour support call• 7 day testing window for prioritized support and self guided testing• Self guided testing are test scenarios that the QSE has defined and executes

independently in the EDS environment

– Testing Windows will start with QSE’s using the Web Services• The new MIS MIS UI’s are at risk for delivery on 1/15

– Scheduling your testing window early allows more time for self guided testing, make-up windows and issue resolution

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DAM/RUC 4.9.1 Testing: Testing Window Sign-up Email Content

The sign-up Email from QSEs should include:• Support Window Date and AM or PM preference

– Provide top three preferred dates– ERCOT may still need to coordinate a date outside of these 3, but

will make every effort to be on one of these dates• DUNS number of QSEs & sub-QSEs • If using Web Services confirm that you the QSE will be engaged in

testing and not your 3rd Party Service Provider: Yes/No• If using Web Services the URL where notifications will be sent

Note: If this is unavailable at the time of sign up, this must be received 2 weeks prior to your scheduled testing window

Send sign-up email to [email protected] by January 4th, 2008

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DAM/RUC 4.9.1 Testing: Basic Communications Test (“Ping” Test)

• QSE’s testing on the Web Services for the first time will be Scheduled for a 1 Hour Basic Communications test

– This test typically takes 20-30 minutes if no issues are found

– 1 hour is allocated to address any issues

– Tests performed on the call will be as follows:• ERCOT performs a telnet to QSE’s Listener

• QSE performs telnet to ERCOT External Web Services Listener

• QSE send a sample transaction to ERCOT External Web Services Listener

• Prior to this test QSE’s using External Web Services will need to have their network and security teams make the following changes:

– QSE Listener must be on port 443 using one of the following Certificate Authorities

• Verisign

• Thawte

• Entrust

• Equifax

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DAM/RUC 4.9.1 Testing: Basic Communications Test (“Ping” Test) (continued….)

• Prior to this test QSE’s using External Web Services will need to have their network and security teams make the following changes:

– QSE’s Market System must be able to access:https://nodaleds.ercot.com:80/2007-08/Nodal/eEDS/EWS/ NOTE: this SSL URL is on port 80NOTE: this is changed from Release 3.5

– QSE’s must be able to receive messages from 66.128.17.136

– QSE’s must be able to send messages to EDS Environment: 66.128.17.32Sandbox Environment: 66.128.16.84

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DAM/RUC 4.9.1 Testing: Basic Communications Test (“Ping” Test) (continued….)

• QSE’s using MIS User Interface will need to have their network and security teams make the following changes:– Must be able to access:

MIS URL: https://nodaleds.ercot.com/pps/tibco/mis/ NOTE: MMS User Interface will have link from MISNOTE: MIS/MMS UI are on port 443

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DAM/RUC 4.9.1 Testing: Digital Certificates

• 1 digital certificate w/ a Generic Userid (NODALTEST) will be Generated for Each QSE and Sub-QSE– 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– The Digital Certificate will be sent to the MP USA

• Distribution will occur after the QSE signs up for a Testing Window and Just Prior to the Support Call– (for those requiring the basic communications test, it will be sent

prior to that session)• All valid ERCOT issued digital certificates will continue to work in

the Nodal Sandbox

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DAM/RUC 4.9.1 Testing: Support Calls

• Support Calls will be held Monday – Thursday Every Week • Support Calls Have 2 Time Slots available 9am – 11am and 1pm –

3pm• Fridays are reserved for:

– Issue Resolution– Follow-up calls– Market wide status calls

• Each Testing Date has up to 6 slots Available• Calendar will be Posted Weekly on the Readiness Center / EDS 4 /

Documents: http://nodal.ercot.com/readiness/eds4/documents/index.html

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DAM/RUC 4.9.1 Testing: Support Calls (continued…)

• QSE’s using Web Services– Will perform all test scenarios on the web services during support

call– Will perform a subset of scenarios on the MIS UI independently

within 1 week of support call– Once MIS UI scenarios are complete, QSE will notify ERCOT– ERCOT will validate MIS UI submitted transactions

• QSE’s using the MIS User Interface– Will perform all test scenarios on MIS User Interface during the

support call– Validation will take place on the support call

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DAM/RUC 4.9.1 Testing: Issue Management

• Issues encountered on the Support Call will have a high priority• Issues encountered during the remainder of the 7 day Test

Window should be reported via the ERCOT EDS Issue Submission Form – Form is located at:

http://nodal.ercot.com/readiness/eds4/documents/index.html – Submit form to [email protected] – Internal testing will occur in parallel with all EDS activities

• MP issues will be logged when submitted• MP submitted issues will be compared to internal defects and addressed in

parallel

– When completing the Issue form, provide:• Web Services: the XML files used • MIS User Interface: Screen Shots and/or error message• Both: The detailed scenario to reproduce the issue

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Texas Nodal

DAM/RUC 4.9.1 Testing: Support Call Test Cases

* See EDS 4.9.1 DAM / RUC Submissions Test Scripts Document to be posted to readiness 12/21/07 by EOB

Reference * Primary QSE Sub-QSE

Create / Query / Update / Cancel (if applicable)

CRR OFFER All Scenarios

NOIE / PCRR Holders Only

Create Only

PTP Obligation All Scenarios Create Only

Three Part Supply Offer All Scenarios

QSE w/ Resources Only

Create Only

Capacity Trade All Scenarios Create Only

Energy Trade All Scenarios Create Only

AS Trade All Scenarios Create Only

DAM Energy-Only Offer All Scenarios Create Only

DAM Energy Bid All Scenarios Create Only

AS Self Arrangement All Scenarios

QSE w/ Load Only

Create Only

AS Offer All Scenarios

QSE w/ Resources Only

Create Only

Self Schedule All Scenarios Create Only

DC Tie Schedule All Scenarios Create Only

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DAM/RUC 4.9.1 Tracking: Master Schedule (example)

15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

QSE List Sign-Up Date T W TH F S S M T W TH F S S M T W TH F S S M T W TH F S S M T W TH F S S M

QSE NAME 12/21/07 E P S T T T T T T TQSE NAME 12/21/07 E P S T T T T T T TQSE NAME 12/21/07 E P S T T T T T T TQSE NAME 12/21/07 E P S T T T T T T TQSE NAME 12/21/07 E P S T T T T T T TQSE NAME 12/21/07 E P S T T T T T T TQSE NAME 12/21/07 E P S T T T T T T T

MPJanuary February

LegendEnable MP for EDS Environment (E)* ERCOT Public Key sent (if applicable)* Digital Certificate Sent (if applicable)* Update EIP / MMS Environment (if applicable)Ping Test - (P)* Basic Communication* Access Portal / API (EWS)* Authentication (cert)Support Call - (S)* Test script * Issue ResolutionReminder of Testing Window - (T)Make-up Support Window - (M)EDS 4 Services AvailableHoliday

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DAM/RUC 4.9.1 Tracking: Preparation Checklist / Schedule

This Checklist will be completed by the ERCOT PM and consolidated to the Readiness Scorecard

QSE Name Example QSE Phone emailQSE REPRESENTATIVE: QSE PMERCOT REPRESENTATIVE: ERCOT PM

Support Window 1/15/08 9:00 AM DUNS NUMBER (incl sub-QSE's)Testing Window Start Tuesday, January 15, 2008Test Window End Monday, January 21, 2008

Activity Responsible Party Date StatusSend QSE Schedule QSE PM & ERCOT PM Day After email from QSE PMSend Testing Materials to QSE PM - Testing Schedule - Location of Test Package (e.g. scripts, samples, et al) - Testing Checklist (PING and Support Window) - Location of Sample XML ERCOT PM Day After email from QSE PMUpdate Sample files with QSE specific data for Scenarios QSE PM Tuesday, January 01, 2008Email Test Files to [email protected] QSE PM Tuesday, January 01, 2008Pre-test Sample files: - If necessary, correct and return to QSE ERCOT PM Monday, January 07, 2008Using Validated Files, Generate Files for Remaining Scenarios QSE PM Monday, January 07, 2008Setup Webex / Conf Bridge - "pre"-test window Conf Call - Support Window WebEx ERCOT PM Tuesday, January 08, 2008Provide ERCOT Public Key And Digital Certificate (if needed) ERCOT PM Wednesday, January 09, 2008Provide Example QSE Target URL for Notifications QSE PM Monday, January 07, 2008Configure MMS for Example QSE ERCOT PM Tuesday, January 08, 2008Configure EIP Infrastructure for Example QSE ERCOT PM Tuesday, January 08, 2008Conduct "pre"-test window Conf Call - Perform network connectivity test (basic ping) - Perform basic authentication (cert) test - MMS / API QSE PM & ERCOT PM Monday, January 07, 2008Execute Support Window ERCOT PM & QSE PM Tuesday, January 15, 2008Execute Test Window (Start) QSE PM Tuesday, January 15, 2008Execute Test Window (End) QSE PM Monday, January 21, 2008Send Example QSE Phase 1 Completion Report ERCOT PM Tuesday, January 22, 2008

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DAM/RUC 4.9.1 Tracking: Readiness Metrics

• Sign-Up Testing Window Scheduled– QSE signs up by 1/4/2008 – Status is GREEN– QSE’s that have not signed up by

• 01/04/08 – Will turn Amber until signed up• 03/15/08 – Will turn red

• MP8 - QSE Ability to Submit Transactions Via MIS– Expected completion date March 15

• MP9 – QSE Ability to Submit Web Service Transactions– Expected completion date March 15

• Execution – MP’s that have met readiness metric M8 or M9 by 3/15/08 are GREEN– MP’s that have attempted readiness metric M8 or M9 by 3/15/08 are

AMBER– MP’s that have not yet attempted readiness metric M8 or M9 by 3/15/08

are RED

• MP16 - MP EDS-4 Trials Participation (phase 2)

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DAM/RUC 4.9.1 Tracking: Dashboard

OVERALL STATUS DASHBOARD 0% 0% 0% 0%

MP Name

AMERICAN ELECTRIC POWER SERVICE CORP 0 0 0 0

AMERICAN ELECTRIC POWER SERVICE CORP (SQ3) 0 0 0 0

ANP FUNDING I LLC 0 0 0 0

BPTX (SQ1) 0 0 0 0

BPTX (SQ2) 0 0 0 0

BPTX (SQ3) 0 0 0 0

BRAZOS ELECTRIC POWER CO OP INC (QSE) 0 0 0 0

BTU QSE SERVICES INC 0 0 0 0

BTU SQ1 0 0 0 0

CALPINE POWER MANAGEMENT LP 0 0 0 0

CITY OF AUSTIN DBA AUSTIN ENERGY (QSE) 0 0 0 0

CITY OF GARLAND (QSE) 0 0 0 0

CITY OF SAN ANTONIO CITY PUBLIC SERVICE (QSE) 0 0 0 0

CITY OF SAN ANTONIO CITY PUBLIC SERVICE CPS WIND (SQ1) 0 0 0 0

CONSTELLATION ENERGY COMMODITIES GROUP INC (QSE) 0 0 0 0

CONSTELLATION ENERGY COMMODITIES GROUP INC B (QSE) 0 0 0 0

CONSTELLATION ENERGY COMMODITIES GROUP INC C (QSE) 0 0 0 0

CORAL POWER LLC 0 0 0 0

CORAL POWER LLC (SQ2) 0 0 0 0

DIRECT ENERGY LP 0 0 0 0

DIRECT ENERGY LP WTU (SQ2) 0 0 0 0

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DAM/RUC 4.9.1 Reference: QSE Activity Summary

• Email [email protected] with the information on slide 12 “Sign-up email” by January 4th

• Use the Nodal Sandbox functionality

• Download and review the EDS 4 Test Package– Send sample XML to ERCOT no less than 2 weeks prior to Testing Window– Make Modifications (if any) to XML’s that ERCOT provides– Prepare final XML files for Support Call

• Read and be Familiar with Documents on Next Slide

• First Friday call will take place on Jan 11th. Refer to the ERCOT Calendar for log-in info and times.

• Send all questions to [email protected]

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DAM/RUC 4.9.1 Reference: Relevant Documents

ERCOT Nodal Transition Plan

http://nodal.ercot.com/docs/po/pd/ntp/ERCOT_Nodal_Transition_Plan_110305.doc

EDS 4 Approach v1.0 http://nodal.ercot.com/readiness/eds4/documents/index.html

EDS 4 - DAM/RUC/SASM Market Participant Handbook v1.0

http://nodal.ercot.com/readiness/eds4/documents/index.html

EDS 4.9.1 – DAM/RUC/SASM Test Package

http://nodal.ercot.com/readiness/eds4/documents/index.html (note document to be posted by EOB 12/21/07)

Market Management System User Guide

To be provided in early Jan ’08 will be posted to readiness center

EIP External Interface Specification

http://nodal.ercot.com/docs/pd/eip/od/misp/eip_external_interfaces_specification_v1_06.zip

Explanation of Market Submissions v0.25

http://nodal.ercot.com/readiness/eds4/documents/index.html

EDS Issue Submission Form

http://nodal.ercot.com/readiness/eds4/documents/r9/ercot_eds_issue_submission_form.xls

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Q&A / Open Forum