WEIS MARKET TRIALS Helping our members work together
WEIS MARKET TRIALS Helping our members work together to keep the lights on. . . today and in the future. Southwest. Power. Pool SPPorg southwest-power-pool
MARKET TRIALS WEEKLY STATUS MEETING AUGUST 17, 2020 Helping our members work together to keep the lights on. . . today and in the future. Southwest. Power. Pool SPPorg southwest-power-pool 2
AGENDA • Market Trials Overview • WRTBM Settlements • Known Issues Report • Recap of Key Points and Next Steps • Questions 3
WEIS MARKET TRIALS OVERVIEW CHRIS BALDWIN 4
MARKET TRIALS CALENDAR Date Party Action June 3, 2020 SPP MPs MP Testing Kick-Off Call and walk through of system changes June 1, 2020 – June 30, 2020 MPs set up APIs and listeners in MTE, LSAs set up users with certificates and roles in MTE July 1, 2020 – July 31, 2020 SPP MPs Connectivity Testing in MTE July 20, 2020 – January 18, 2021 SPP MPs Weekly WEIS Market Trials test communication calls August 3, 2020 – November 20, 2020 SPP MPs Tues & Thurs each week: Structured Testing in MTE Wed & Fri each week: Unstructured Testing in MTE August 3, 2020 – November 20, 2020 (Mon. , Tue. , Fri. ) SPP MPs BAs West RC Deployment Testing in MTE November 23, 2020 – December 9, 2020 MPs set up APIs and listeners in Production, LSAs set up users with certificates and roles in Production November 23, 2020 – December 9, 2020 SPP MPs PRD Connectivity Testing and Verification December 10, 2020 – January 14, 2021 SPP MPs Parallel Operations testing in Production February 1, 2021 SPP MPs 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 folder on SPP. org. 6
WRTBM SETTLEMENTS DANA BOYER 7
WEIS SETTLEMENT TEST CASES • There are specific test cases that need to be completed by the WEIS participants in order to verify they can exchange data and verify results of the Settlement Management System (SMS). • The WEIS Settlement Test Cases are located in the WEIS Market Trials folder (Phase 2) on spp. org (https: //spp. org/spp-documents-filings/? id=225758). • The following high level areas are covered in the Settlements Base Case: • • View / Download WEIS Settlement Calendar • WEIS Meter Data Submission via the Portal (and API if applicable) • WEIS Settlement Report Download via the Portal (and API if applicable) • Validation of WEIS Settlement Results & Submission of WEIS Settlement Dispute • Registration and Receipt of WEIS Settlement Notifications Test Cases are due no later than Friday, November 20 th. • Submit test cases via RMS (https: //spprms. issuetrak. com/Login. asp) to “WEIS Market”, Subtype 1 of “Market Trials”. 8
WEIS SETTLEMENT TEST CASES WEIS Market Trials Folder 9
WEIS SETTLEMENT TEST CASES There are specific test cases associated with each WEIS Settlements role: Market Participant (MP), Asset Owner (AO), and Meter Agent (MA) 10
WEIS SETTLEMENT TEST CASES UI Test Case Example: API Test Case Example: 11
WEIS SETTLEMENT UI GUIDE • WEIS Settlement User Interfaces Guide: https: //www. spp. org/sppdocuments-filings/? id=20984 • Provides step-by-step instructions for how to submit meter data, register for notifications, and download settlement reports (e. g. determinant reports, statements, invoices, calendar) via UIs available on the SPP Portal. 12
WEIS SETTLEMENTS MEMBER DATA EXCHANGE GUIDE • WEIS Settlements Member Data Exchange Validations (UI/API): https: //www. spp. org/spp-documents-filings/? id=103922 • Provides WEIS Members with a list of validations the Settlement Management System (SMS) will perform upon submission and query (download) of data. 13
WEIS SETTLEMENT TECHNICAL SPECIFICATIONS 14
WEIS MARKET TRAILS (MTE) SETTLEMENT CALENDAR MTE Portal > Public > WEIS Public > Public Settlements > Settlement Calendars 15
WEIS MARKET TRAILS (MTE) SETTLEMENT CALENDAR MTE Portal >Public > WEIS Public > Public Settlements > Settlement Calendars 16
SUMMARY • The WEIS Settlement Test Cases are located in the WEIS Market Trials folder (Phase 2) on spp. org (https: //spp. org/spp-documents-filings/? id=225758). • Testing can be completed at any time during phase 2 testing according to the posted MTE WEIS Settlement Calendar: https: //marketplacemte. itespp. org/pages/settlement-calendars-weis. • • The first operating day for Settlements Postings is August 17 th and the S 7 will post on Monday, August 24 th (7 days after the operating day). Test Cases are due no later than Friday, November 20 th. • Submit test cases via RMS (https: //spprms. issuetrak. com/Login. asp) to “WEIS Market”, Subtype 1 of “Market Trials”. 17
KNOWN ISSUES LOG CHRIS BALDWIN 18
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 folder on SPP. org. 19
KNOWN ISSUES LOG (OPEN ISSUES) 20
DEPLOYMENT TEST RESOURCES • Each MP Liaison will provide by RMS a list of resources participating in deployment testing. The following guidelines must be used when selecting your resources: • Resource must be dispatchable and able to respond to ICCP set points. • Do not include Partial Participating Resources, NDVERs, or critical resources such as nuclear-fueled power plants • Resource must have a registered maximum of at least 10 MW • Provide at least one resource per registered resource type (DVER, GEN, PLT) 21
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… 22
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