Interchange Scheduling Reference Manual

Transcription

1 Interchange Scheduling Reference Manual Effective October 1, 2015 Version 3.0

2 Revision History Revision History Date or Version Number 9/12/2012 Version /09/2012 Version /18/2012 Version 1.0 1/28/2013 Version 1.0 2/1/2013 Version /13/2013 Version 1.0 2/12/2014 Version 1.0 5/28/2014 Version 1.0 9/4/2014 Version 1.1 4/21/2015 Version /1/2015 Version 3.0 Author Shari Brown Shari Brown Shari Brown Shari Brown Shari Brown Shari Brown Shari Brown Shari Brown Shari Brown Shari Brown Shari Brown Change Description Initial Creation of Draft Formal Draft for internal review and comments and edits from staff Completed Internal review and edits from Operations Market staff Added Market Import Service Info added examples for Ramp Reservation System and cleaned up references for publication Official Publication Revised for Protocol and BP changes as well as for EES move to MISO Revised for additional of Marketplace Tagging HUB Revised for helpful hint for OASIS links on Scenario Analyzer and EFFATC reports Revised for changes made since beginning of Marketplace Added (and enhanced) information from the Ramp Reservation User Guide. Added references to Transmission Service Reference Manual. Made clarifications to tags submitted for time changes. Added change due to Implementation of the IS Integration into SWPP footprint Interchange Scheduling Reference Manual 1

3 Table of Contents Table of Contents Revision History...1 Table of Contents Introduction Purpose of the Interchange Scheduling Reference Manual Related/Referenced Documents Scheduling Overview Interchange Scheduling Interchange Authority (IA) Scheduling Systems Balancing Authority (BA) Transmission Service Provider (TP) Purchase and Selling Entity (PSE) Process Overview for Interchange Scheduling SPP Balancing Authority Area and Neighboring Balancing Authorities Registration for SPP Interchange Scheduling NAESB Electric Industry Registry (EIR) SPP Market Registration Commercial Model Changes Settlement Locations Asset Owners/Market Participant Transmission Service for Interchange Scheduling Transmission Losses for Interchange Transactions: Combining Transmission Service on Interchange Transactions Market Import Service (MIS) Ramp Reservation for Interchange Scheduling Ramp Capability Ramp Reservation Business Rules Ramp Reservation Validation Ramp Reservation Deadlines e-tag Ramp Validation...18 Interchange Scheduling Reference Manual 2

4 Table of Contents 5.6 Ramp Reservation System (RRS) Ramp Reservation (Submission) Display Ramp Reservation Status...22 Ramp Availability Tagging Interchange Transactions Electronic Tagging (e-tag) Tag Transaction Types Interchange Schedule Types Import Export Through Market Types Day-Ahead Market Real Time Market (RTBM) Integrated Marketplace Transaction Types Fixed Interchange Transactions Dispatchable Interchange Schedules Up-to-TUC Interchange Schedules Dynamic Interchange Schedules External Dynamic Resources (EDR) HVDC Ties HVDC Tie Inadvertent Scheduling Interchange Transactions Interchange Schedules Electronic Scheduling System (webtrans) Validation of Tags for SPP Tariff Status Energy MW NERC Priority POR/POD Network Service Market Import Service (MIS-NN6) Source/Sink Validation of Tags for SPP Balancing Authority...39 Interchange Scheduling Reference Manual 3

5 Table of Contents Late Start/Late Energy Profile Physical Path SPP Ramp Validation Validation of Tags for Integrated Marketplace SPP Market Bid/Offer SPP Market Timing For Day Ahead SPP Marketplace Settlement Location SPP Market Losses Curtailments and Adjustments NERC Transmission Loading Relief (TLR) Market Adjustments Appendix A: Special Tagging Helpful Information User Options: OATI Users/Non- OATI users OATI Users SPP Market Information Specification for Non-OATI Users Market Information on Tags User Access Admin for OATI Users SPP Integrated Marketplace Tag Template Creating a Tag Template Modifying a Tag Template Daylight Savings Time Options for Spring Forward (Change to CDT) Two-Tag Option for Change to CDT One Tag Option for Change to CDT Options for Fall Back (Change to CST) Two-Tag Option for Change to CST One-Tag Option for Change to CST Recognizing the Right Tag/Schedule Changing Time Zone Settings (OATI Users) Appendix B: Tagging Examples Import Export Through...52 Interchange Scheduling Reference Manual 4

6 Table of Contents 9.4 Dynamic Tags HVDC Ties Import HVDC Ties Export Appendix C: Glossary...56 Interchange Scheduling Reference Manual 5

7 Introduction 1 Introduction 1.1 Purpose of the Interchange Scheduling Reference Manual The purpose of the Interchange Scheduling Reference Manual is to provide Transmission Customers and Market Participants (TC/MP) information on the business rules that are to be followed when scheduling with the SPP Balancing Authority and the Integrated Marketplace. Additionally, this document will allow the TC/MP the information necessary to assist them in determining if there are system changes related to Scheduling that they must make within their own companies. This document is a reference manual only and is not an official SPP Governing Document. 1.2 Related/Referenced Documents SPP Balancing Authority Operations Manual SPP Open Access Transmission Tariff Business Practices SPP Criteria Integrated Marketplace Protocols SPP Open Access Transmission Tariff Transmission Service Reference Manual NOTE: For Real-Time Scheduling Questions contact the Tariff/Interchange Desk at (501) Interchange Scheduling Reference Manual 6

8 Registration for SPP Interchange Scheduling 2.1 Interchange Scheduling 2 Scheduling Overview Interchange is Energy transfers that cross Balancing Authority boundaries. An Interchange Transaction is an agreement to transfer Energy from a seller to a buyer that crosses one or more Balancing Authority Area boundaries. Interchange Scheduling in the Integrated Marketplace includes tagged Energy transactions that cross into, out of and through the SPP Balancing Authority Area. The SPP Integrated Marketplace boundary is the same footprint as the SPP BAA. Interchange Scheduling does not include tagging or scheduling transactions internal to the SPP Balancing Authority. These types of transactions are usually associated with Grandfathered Transmission Service and bilateral agreements between SPP members or internal to SPP members. SPP has included a process within the Market Settlement to manage these types of transactions through the use of Bilateral Settlement Schedules. Market Participants may optionally use Bilateral Settlement Schedules to account for the impact of these internal transactions on Integrated Marketplace settlement. Tags are not allowed for transactions within the Integrated Marketplace. 2.2 Interchange Authority (IA) The Interchange Authority is the responsible entity that authorizes implementation of valid and balanced Interchange Schedules between Balancing Authority Areas and ensures communication of Interchange Information for Reliability assessment purpose. SPP is registered with NERC to perform these IA functions for the SPP Reliability Coordination Region. NERC allows registered IAs to have a third party service provide these services and SPP has contracted with a registered Tagging Authority for use of its systems. These systems perform the duties as described in the Interchange (INT) standards. SPP receives a monthly report from its contracted Tagging Authority for evidence of these requirements, which SPP then evaluates. SPP will investigate any failures to any of the designated requirements listed in the report. Investigations will be documented, and if deemed necessary, reported to NERC. Interchange Scheduling Reference Manual 7

9 Registration for SPP Interchange Scheduling Scheduling Systems Most scheduling tools used by SPP fall within the responsibility of the Interchange Authority function. The following is a list of the electronic tools that SPP uses to accomplish Interchange Scheduling Processing: NAESB Electronic Interchange Registry (EIR) discussed in section 3 - Registration for SPP Interchange Scheduling Open Access Same Time Information System (OASIS) discussed in section 4 - Transmission Service for Interchange Scheduling Ramp Reservation System (RRS) discussed in section 5 - Ramp Reservation for Interchange Scheduling Electronic Tagging (e-tag) discussed in section 6 - Tagging Interchange Transactions Electronic Scheduling System (webtrans) discussed in section 7 Scheduling Interchange Transactions 2.3 Balancing Authority (BA) SPP is the sole registered Balancing Authority (BA) for the SPP Integrated Marketplace footprint. As such, SPP acts as a Balancing Authority for confirmation and verification, approval or denial of all Interchange Schedules entering and/or leaving the SPP Balancing Authority Area (BAA). SWPP is the GCA and/or LCA and Scheduling Entity (SE) for all Interchange Schedules entering and/or leaving the SPP BAA as appropriate. As such, SPP has specific roles and responsibilities for NERC checkout processes that are associated with these entities. NOTE: See Appendix B: Tagging Examples, for examples of properly completed Tag Physical Path section of e-tags. These allow for proper checkout with the appropriate entities. GCA and LCA require active approvals prior to implementation of a tag. See section 7.4 Validation of Tags for SPP Balancing Authority. 2.4 Transmission Service Provider (TP) SPP is the Transmission Service Provider under the SPP OATT. SPP is registered with the acronym SWPP for TP. When SWPP Transmission Service is used, SPP Operators act as a TP for confirmation and verification, approval, or denial of all Interchange Schedules entering and/or leaving the SPP Balancing Authority Area. Beginning for Operating Day October 1, 2015, SWPP will also be the TP/TSP for the WAUW Balancing Authority located in WECC. Since, WAUW will continue to be a Balancing Authority SWPP will not be the Interchange Authority or Scheduling party for WAUW only transactions. SWPP will only act on e-tags as the Transmission Provider. WAUW will continue to perform all Interchange and scheduling responsibilities. TP requires active approval prior to implementation of a tag. See section 7.3 Validation of Tags for SPP Tariff. Interchange Scheduling Reference Manual 8

10 Registration for SPP Interchange Scheduling 2.5 Purchase and Selling Entity (PSE) The Purchasing and Selling Entity (PSE) has various roles in the tagging of schedules for use in the Integrated Marketplace for SPP. The PSE that creates the tag is the Creating Purchase and Selling Entity (CPSE) and may or may not be the same PSE that used as the Transmission Customer that settles with SPP for the Marketplace transaction. The example below shows a PSE that is also the SPP Transmission Customer. Transmission Customers are discussed in section 3 - Registration for SPP Interchange Scheduling. PSE as a Transmission Customer on Tag highlighted in YELLOW Tag Physical Path EXAMPLE: EXPORT Source AECC01 AECC.FULTON GCA/LCA TP PSE POR POD S/E SWPP SWPP AECC01 CSWS EES SWPP EES ENTEMO CSWS EES MISO MISO Sink ENTEMO ENTEMO 2.6 Process Overview for Interchange Scheduling SPP follows NAESB requirements for Interchange Scheduling in the Integrated Marketplace. The general overall process for Scheduling is as follows: 1. Registration with NAESB and SPP for ability to create Transmission Service reservations, create tags, and participate in the SPP Integrated Marketplace discussed in section 3 - Registration for SPP Interchange Scheduling 2. Completed and confirmed Transmission Service must be available for ultimate tagging of the schedule discussed in section 4 - Transmission Service for Interchange Scheduling as well as the Transmission Service Reference Manual 3. Completed and approved Ramp Reservation (Optional) discussed in section 5 - Ramp Reservation for Interchange Scheduling 4. Completed e-tag All Interchange Transactions entering and/or leaving the SPP BAA must be electronically tagged, except in emergencies - discussed in section 6 - Tagging Interchange Transactions 5. Verified and Approved e-tags discussed in section 7.5 Validation of Tags for Integrated Marketplace 6. Communicate implemented Interchange Schedule to Interchange Authority 7. Schedule Data to various SPP systems Interchange Scheduling Reference Manual 9

11 Registration for SPP Interchange Scheduling General Process for Interchange Scheduling in SPP 2.7 SPP Balancing Authority Area and Neighboring Balancing Authorities For Interchange Scheduling, it is helpful to know the SPP BAA boundaries. SPP operates in the Eastern Interconnection. SPP is bounded by the following first tier Eastern Interconnection Balancing Authorities. All Energy scheduled between SPP and other Eastern Interconnection BAs must interface through the first tier BAs listed below. The Eastern Interconnection first tier neighboring BA are: Associated Electric Cooperative, Inc. (AECI) Southwest Power Administration (SPA) Midwest Independent Service Organization (MISO) for (AMRN, CLEC, EES and MEC) SPP is located on the Western edge of the Eastern Interconnection and is the major scheduling connection for Energy scheduled to and from the Western Interconnection (WECC) and the ERCOT Interconnection. All scheduling with the WECC and ERCOT must be accomplished via HVDC tie scheduling. See section 6.7 HVDC Ties. The HVDC ties for between WECC and SPP are: Interchange Scheduling Reference Manual 10

12 Registration for SPP Interchange Scheduling 1. EDDY 2. BLKW 3. LAMAR 4. SYDNEY 5. RAPID CITY EAST 6. STEGALL The HVDC ties between ERCOT and SPP are: 1. ERCOTN 2. ERCOTE The HVDC tie between Canada and SPP is: SASKATCHEWAN Interchange Scheduling Reference Manual 11

13 Registration for SPP Interchange Scheduling 3. 3 Registration for SPP Interchange Scheduling In order for a Transmission Customer to obtain Transmission Service and create Interchange Transactions that enter and/or leave the SPP BAA for use in the Integrated Marketplace, the customer must have completed Market Registration through the SPP Customer Relations process. REFERENCE: Transmission Service Reference Manual These customers must also have completed registry with the NAESB in order to tag transactions using Electronic Tagging systems. Customers must allow time for the registration approval and system integration process prior to commencing Interchange Scheduling transactions. 3.1 NAESB Electric Industry Registry (EIR) The EIR is set up for Balancing Authorities to have approval rights for all transaction entities that plan to schedule with their BA. All PSE, TOP, GOP, Sources, Sinks, etc. must be registered and approved by the SPP BA prior to commencing Interchange Scheduling. Purchasing Selling Entities (SPP Market Participants) must register their OASIS entity code and tagging code with EIR in order to purchase transmission and create tags in the SPP BA and Integrated Marketplace. The OASIS entity code is shown as the Company Name on the Transmission Service reservation. The Tagging code is shown on the tag in various locations. One of the major components on a tag for market settlements is the Transmission Customer associated with SPP Transmission Service. The Creating Purchasing Selling Entity (CPSE) is the entity that created the e-tag and the Transmission Customer is the PSE (not necessarily the same as the CPSE) entity shown as the owner of the SPP transmission under the transmission allocation section of the tag SPP Market Registration SPP Transmission Customers who intend to transact business with the SPP BA and Integrated Marketplace must register through the SPP Customer Relations Market Registration process. Through the SPP Market Portal, Market Participants (MPs) may access the applications that enable submission of Resource Offers, Demand Bids, and Virtual Bids and Offers into the Energy and Operating Reserve Markets. REFERENCE: Market Protocols section 6.1 Registration of Resources 3.2 Commercial Model Changes Whenever a Market Participant registers assets (resources, loads, etc.,) the SPP Commercial Model must be updated. SPP periodically uploads the model data up to one week prior to the effective date. The new data is available for use on the date that the new model is effective. An Interchange Scheduling Reference Manual 12

14 Registration for SPP Interchange Scheduling Asset Owner would not be allowed to tag against the newly updated data (e.g. resources or loads) for a transaction that flows before the effective date. When data is removed from the Commercial Model, it is deactivated the day before the Commercial Model change. This may take up to seven days to take effect. The Commercial Model determines the financial Market relationships for Market Participants and Asset Owners. Transmission Customers (PSE) are mapped to these entities in the Commercial Model. The Commercial Model describes how these financial entities relate to specific nodes. REFERENCE: Market Protocols section Commercial Model Settlement Locations Sources and Sinks on e-tags are mapped to Settlement Locations. These Settlement Locations determine the Transmission Congestion pricing mechanisms. Settlement of all Energy related to schedules into, out of and through the SPP BA is performed as part of the Integrated Marketplace settlement at External Interface Settlement Locations. These External Interface Settlement Locations are pre-determined through off-line analysis and may consist of one or more Pnodes (which are linked to Nodes in the Network Model) In the following example of a Through Transaction, the Interface Settlement Locations for this tagged transaction and the entry of the Energy into the Marketplace through MISO is settled as an injection at the MISO External Interface Settlement Location and by the exit of the Energy out of the Marketplace through ERCO is settled as a withdrawal at the ERCOT N External Interface Settlement Location. The interfaces are shown in yellow. In this situation, since the tag is a Through Transaction, the system uses a combination of the Source PSE/Source data field identification of the interface in and a combination of the Sink PSE/Sink data field for identification of the interface out. REFERENCE: Refer to section for more information about Through Transactions. External Source and Sinks for Mapping Table PHYSICAL PATH SECTION OF E-TAG EXAMPLE: THROUGH/HVDC TAG Source MISO MISO GCA/LCA TP PSE POR POD S/E MISO MISO PSE-ID CIN CSWS MISO SWPP PSE-ID AMRN SPS SWPP SWPP PSE-ID SPS ERCOTN SWPP ERCO PSE-ID ERCOT-N ERCOT ERCO ERCO Sink PSE-ID ERCOT N REFERENCE: Market Protocols section Nodes and Pricing Nodes Interchange Scheduling Reference Manual 13

15 Registration for SPP Interchange Scheduling Asset Owners/Market Participant The SPP Integrated Marketplace uses a Translation Table to map the entities from the tag to the appropriate entities in the SPP Commercial Model. Purchasing and Selling Entity The Purchase and Selling Entity is the NAESB registered (NAESB EIR) name used on the tag to represent company ownership. All PSE s are mapped to a TC, which are mapped to an AO, and are then mapped to an MP in the Marketplace. For example, if a PSE is not registered as an SPP TC, then the tag will be rejected. Also, it is possible that the Creating PSE is different than the PSE used as the TC on the tag. Transmission Customer (TC) The PSE that is shown on the first leg of the SWPP Transmission Service on a tag. The Transmission Customer is mapped to the appropriate Asset Owner. Asset Owner (AO) An owner of any combination of: (1) registered physical assets (2) Transmission Congestion Rights or (3) any combination of financial assets within the SPP Balancing Authority Area. The Asset Owner is mapped to the appropriate Market Participant. Market Participant (MP) the entity in the Commercial Model that is financially obligated to SPP for market settlements. A single MP represents one or more Asset Owners. PSE is mapped to a TC is mapped to a AO is mapped to a MP The Tag Physical Path example below highlights the PSE field in which the Transmission Customer for the TSR should have been identified on this transaction. In this case, SEPCPM (identified from the original Transmission Service Reservation) would be mapped to the appropriate Asset Owner and Market Participant for this Interchange Schedule. It is important to note that if another PSE other than the actual Transmission Customer Owner of the TSR is shown in this field on the e-tag, it will have no effect on the TC mapping or on settlements. Tag Example of PSE for Mapping Table Tag Physical Path EXAMPLE: MARKET IMPORT/HVDC TAG Source WACMM1 WACM GCA/LCA TP PSE POR POD S/E WACM LAPT WACMM1 EIPOR AU WACM PSCO MEANMN AU LAMR345 PSCO SWPP SEPCPM LAM345 SECI SWPP SWPP Sink SEPCPM SECI_SECI REFERENCE: Market Protocols section Asset Owners and Market Protocols section Market Participants Interchange Scheduling Reference Manual 14

16 Registration for SPP Interchange Scheduling Example of Commercial Model Relationships Whereas: AO = Asset Owner MP = Market Participant G = Generator L = Load D = Demand Interchange Scheduling Reference Manual 15

17 Transmission Service for Interchange Scheduling 4 Transmission Service for Interchange Scheduling As outlined in the Transmission Service Reference Manual, Customers use OASIS to request Transmission Service. Transmission Service Requests (TSRs) must be validated, accepted, and confirmed prior to submitting an e-tag to schedule the Service. Helpful information about procuring confirmed Transmission Service is outlined in the Transmission Service Reference Manual. SPP has specific rules for acquisition of TSRs. These business rules are described in the SPP OATT. Clarification and details for these rules are described in the SPP Business Practices. REFERENCES: Transmission Service Reference Manual, SPP OATT, SPP Business Practices This section overviews changes, relating to Interchange Scheduling with the SPP BA and settlement thereof, as a result of the implementation of the Integrated Marketplace. 4.1 Transmission Losses for Interchange Transactions: No physical Transmission Losses are allowed to be self-supplied on Interchange Transaction using SWPP Transmission Service in the SPP Integrated Marketplace. All losses are settled financially in the Integrated Marketplace. 4.2 Combining Transmission Service on Interchange Transactions SPP allows Transmission Customers to combine certain types of Transmission Service reservations when tagging Interchange Transactions. The Business Rules for combing Transmission Service are documented in the SPP Business Practices and the Transmission Service Reference Manual. REFERENCE: Business Practice # 2350 Combining SPP Transmission Service Requests NOTE: Business Practices have been updated for Integrated Marketplace as needed to comply with the newly filed SPP Tariff. 4.3 Market Import Service (MIS) To prevent hoarding, Market Import Service (MIS) will be recalled if not scheduled within 2 hours after queued for Day-Ahead or 30 minutes after queued for Real-Time. The LCA on the tag must be SWPP. REFERENCE: Refer to the Transmission Service Reference Manual for more information about MIS. Interchange Scheduling Reference Manual 16

18 Ramp Reservation for Interchange Scheduling 5 Ramp Reservation for Interchange Scheduling The SPP BA is required by NERC to evaluate all Interchange tags to ensure adequate Ramp Capability is available prior to approval. SPP has developed a Ramp Reservation System (RRS) to allow TCs to view the ramp that is available within the SPP BAA at any given time and to reserve the ramp needed for their transactions prior to tagging the transaction. All submissions of tagged Interchange Transactions into or out of the SPP BA will be evaluated against available Ramp Capability prior to approval by SPP. Ramp availability may be verified and pre-arranged by TCs (as mapped to AOs) ahead of submission of an e-tag through the RRS. Subsequent submission of a tag in which scheduled interchange is supported by an approved Ramp Reservation will be automatically approved with respect to Ramp Capability. NOTE: If an approved e-tag is adjusted, the adjusted e-tag will be re-validated for Ramp-Up and Ramp-Down for the adjusted time period, and may fail ramp validation. Use of the RRS is voluntary. Tagged transactions submitted without a Ramp Reservation or those that exceed the ramp reserved by the AO will be checked for remaining Ramp Capability and approved if available. Otherwise, the e-tag will be limited to the reserved ramp or will be denied if ramp was not reserved and there is no available ramp. Ramp validation is only applicable to scheduled Interchange that impacts SPP NSI (i.e. imports or exports of Energy to/from the SPP BA). Ramp validation is not performed on tagged transactions wheeling through the SPP BA. 5.1 Ramp Capability SPP Operations Engineering determines the available Ramp Capability within the SPP BAA based on current operating conditions and generation availability within the Integrated Marketplace. Ramp Capability is the maximum sustainable Ramp-Up and Ramp-Down capability expressed in MWs per minute. 5.2 Ramp Reservation Business Rules Every e-tag that is submitted by the CPSE where the Generating Control Area (GCA) or Load Control Area (LCA) is specified as SWPP will be validated for available Ramp Capability. Tags wheeling through the SPP BA where neither GCA nor LCA are SWPP will not be validated for ramp. The Energy MW profile on a tag physical path segment listing SWPP as the Scheduling Entity (SE) will be used to validate Ramp Capability. In the case of pancaked or stacked transactions, the Energy MW profile at the first (for imports) or last (for exports) tag physical path segment listing SWPP as the Scheduling Entity (SE) will be used to validate Ramp Capability. If no explicit start/stop ramp duration information is supplied in the e-tag, the Eastern Interconnection default ramp duration of 10 minutes will be used for this validation. The only Interchange Scheduling Reference Manual 17

19 Ramp Reservation for Interchange Scheduling acceptable ramp durations are 10 minutes for the Eastern Interconnection, or 20 minutes for tags entering or leaving the Western Interconnection. In the event that the start/stop ramp durations specified in the e-tag overlap such that there is insufficient time to reach the block accounting scheduled Energy MWs specified, the e-tag will be denied by SPP (e.g. a schedule profile segment with start/stop duration of 15 minutes specified with a 20 minute start/stop ramp duration). 5.3 Ramp Reservation Validation The Integrated Marketplace Ramp Validation will first determine the Ramp-Up or Ramp-Down Capability required, in MWs/minute, at each schedule breakpoint based on the change in the proposed scheduled interchange Energy MWs divided by the ramp duration: Import tags: Ramp-Up is validated for import ramp availability; Ramp-Down is validated for export ramp availability. Export tags: Ramp-Up is validated for export ramp availability; Ramp-Down is validated for import ramp availability. Ramp Reservation requests will be approved immediately upon submission subject to the verification of available Ramp-Up or Ramp-Down Capability; after accounting for all other approved Ramp Reservations and approved or pending e-tags. The available Ramp Capability in either direction will be offset by simultaneous reserved or tagged ramp commitments made in the opposite direction in accordance with netting rules established by the SPP Integrated Marketplace. NOTE: Refer to section 5.5 e-tag Ramp Validation for information on how webtrans validates e-tags for ramp availability. 5.4 Ramp Reservation Deadlines Reserved ramp that has not been tagged will be released for the entire Operating Day (OD) immediately after the Day-Ahead (DA) Market closing time. Real-Time (RT) reserved ramp that has not been tagged will be released for the entire duration of the Ramp Reservation at 30 minutes prior to the reserved ramp start time. Tags submitted by the TC subsequent to the release of any reserved ramp will be validated against the remaining available Ramp Capability in the order submitted. If a TC/Market Participant (MP) does not submit a specific Ramp Reservation, the system will evaluate the submitted e-tag against the available capability. 5.5 e-tag Ramp Validation The Integrated Marketplace Ramp Validation will first determine the Ramp-Up or Ramp-Down Capability required, in MWs/minute, at each schedule breakpoint based on the change in the proposed scheduled interchange Energy MWs divided by the ramp duration: Import tags: Ramp-Up is validated for import ramp availability; Ramp-Down is validated for export ramp availability. Export tags: Ramp-Up is validated for export ramp availability; Ramp-Down is validated for import ramp availability. Interchange Scheduling Reference Manual 18

20 Ramp Reservation for Interchange Scheduling The Ramp Validation will then determine if there are any unscheduled ramp commitments held by the CPSE under one or more Ramp Reservations matching the ramp start/stop times specified in the e-tag at each schedule breakpoint. If so, the unscheduled ramp commitments held on those Ramp Reservations will be allocated first to support the proposed e-tag schedule. Any additional Ramp Capability required beyond that supported by one or more Ramp Reservations, or the entire Ramp Capability required by the proposed scheduled interchange in the case where the CPSE does not have any supporting Ramp Reservation(s), will be validated against the remaining Ramp-Up or Ramp-Down Capability available. If there is sufficient Ramp Capability available to support the e-tag transaction, ramp commitments will be allocated to support the proposed scheduled interchange and the e-tag will be approved, subject to passing all other e-tag validations, by SPP. That is, an implied ramp reservation will be committed to support the e-tag from the remaining SPP Ramp Capability for the ramp required in excess of any pre-arranged ramp reservation(s) held by the CPSE on a first-come-first-served basis. If the proposed e-tag schedule would violate SPP Ramp Capability at any point in time, the e-tag will be denied by SPP. The Ramp Validation will respect the netting of simultaneous Ramp-Up and Ramp-Down commitments according to SPP rules for such netting. 5.6 Ramp Reservation System (RRS) The RRS is part of the OATI webtrans. MPs or authorized AOs may gain secured login access to webtrans and the RRS with an authorized Username and Password in addition to an OATI x.509 electronic certificate issued by the OATI webcares system. webtrans is available over the Internet. Market Participants are directed to the OATI Help Desk at (763) to obtain an authorized user account for webtrans. Please see the SMT 33.0 RRS Scenario Document for the URL to be used for SMT. Step Action Comments 1 Open webtrans via the Internet. 2 Click on the Click Here to Enter link/ User Login Screen displays. 3 Enter your credentials in the User Name and Password fields. 4 Click Login. WebTrans dashboard displays with a toolbar at the top. 5 Click Marketplace from the homepage toolbar. 6 Select Ramp from the menu, then Ramp Reservation Summary from the sub-menu. A drop-down menu displays. A screen displays with approved ramp reservations and button that allows you to enter a new reservation. Interchange Scheduling Reference Manual 19

21 Ramp Reservation for Interchange Scheduling 5.7 Ramp Reservation (Submission) Display The TC/MP or authorized AOs may submit ramp reservation requests using the RRS. Ramp reservations are limited to a single designated OD in the SPP Integrated Marketplace. Ramp reservations may be submitted and approved up to seven (7) days prior to a given OD in accordance with the SPP Integrated Marketplace Bid/Offer submission window. The Ramp Reservation Entry Form is accessible from the Ramp Reservation Summary display, which allows entry of a ramp reservation request. Step Action Comments 1 Click Ramp Reservation Entry. The Ramp Reservation Entry screen displays with a blank entry form. 2 Enter the necessary data in the fields, including: Provider (e.g. SWPP) Operating Day Customer (e.g. Your PSE Code) Direction (Direction of Flow; e.g. Import) Start Time and Stop Time (Always CP) Energy MW (MW Amount to be reserved) The information on the right side of the screen populates after you click Check, as shown in the next step. NOTE: The ramp reservation profile should mirror the profile of the e-tag that will be submitted. Interchange Scheduling Reference Manual 20

22 Ramp Reservation for Interchange Scheduling After entering the ramp reservation data, the Customer has several options shown at the bottom of the screen. Option Action Comments 1 Click Check. This option will check the available Ramp-Up and Ramp-Down Capability needed to support the proposed scheduled interchange profile. Any violations of the total SPP Ramp Capability in either direction will be indicated and allow for the user to adjust the Energy profile as needed to avoid the ramp violations. No ramp commitments are held with the Check option, and there is no guarantee that subsequent submission of the Ramp Reservation request will be approved. 2 Click Commit. This option will perform the available Ramp-Up and Ramp-Down Capability verification; and if there is no violation of total SPP Ramp Capability in either direction, the Ramp Reservation will be approved and a corresponding ramp commitment for the proposed scheduled interchange will be held for the MP. If any violations of the total SPP Ramp Capability in either direction are detected, those violations will be indicated and allow for the user to adjust the Energy profile as needed to avoid the ramp violations similar to the Check option. 3 Click Clear. This option clears the data entered and allows the user to start with a clean screen. 4 Click Close. This option closes the screen. If this option is checked prior to clicking Commit, the data will be lost. Interchange Scheduling Reference Manual 21

23 Ramp Reservation for Interchange Scheduling 5.8 Ramp Reservation Status Ramp reservations that have been approved may be viewed from the Ramp Reservation Summary display. Details of the ramp reservation proposed scheduled Interchange profile, and all pending or approved e-tags that have been submitted that are supported by a given ramp reservation may be viewed by clicking on the assigned Ramp Reservation ID from the Ramp Reservation Data display. The ID displays in blue on the left of the screen below. After clicking on the Reservation ID for the PSE bucket, the Ramp Reservation Detail display will provide the details for that particular reservation. If a tag has been created against the ramp reserved, the tag will be indicated in the Ramp Commitment section. Interchange Scheduling Reference Manual 22

24 Ramp Reservation for Interchange Scheduling Ramp Availability SPP s Ramp Availability is the amount of up/down ramp left and ready to be reserved. It will change based on reservations and tags submitted, and it will be deducted from the Ramp Capability of 500. Step Action 1 From the WebTrans dashboard, click Marketplace from the toolbar. 2 Select Ramp from the menu, then Ramp Availability from the sub-menu. Comments A drop-down menu displays. The Ramp Availability Data screen displays. NOTE: To populate the data on the screen, you must either select filtering options or click the View Display button. 3 Click on the Filter icon in the upper right-hand corner of the screen. The Filtering Options window displays. 4 Select SWPP from the Provider field drop-down menu. 5 Select the desired date range from the Range drop-down menu or click on the Calendar icon to select a date. Interchange Scheduling Reference Manual 23

25 Ramp Reservation for Interchange Scheduling Step Action 6 Select the desired block size from the Availability Block Size drop-down menu. 7 Enter the desired Ramp Duration from the drop-down menu. 8 Click Apply to apply the filters selected, or click Reset to reset the filters and start over. Comments NOTE: Block size is the increment displayed in minutes (e.g. a block size of 60 provides the ramp information hourly.) Users can set this field to smaller increments to fine-tune their requests. NOTE: Ramp duration is how long the ramp will spread the desired MWs over to ramp up or down (e.g. 10 minutes for Eastern interconnect; 20 minutes for WECC). NOTE: Results with applied filters are shown in the screenshot below. The Block Size is for 60 minutes (an hour) which users can see from the times in the Start and Stop columns. NOTE: The Available Ramp Up and Available Ramp Down columns display the remaining Ramp- Up (positive numbers) and Ramp-Down (negative numbers) for the selected Block Size. Interchange Scheduling Reference Manual 24

26 Tagging Interchange Transactions 6 Tagging Interchange Transactions 6.1 Electronic Tagging (e-tag) e-tagging is a process of electronically communicating a request for, securing approval of, and recording an Energy transaction. The functionality of the e-tag is used to track proof of Energy delivery as required by one or more regulatory bodies within the Eastern Interconnection. It is the responsibility of the CPSE to fill out and submit the e-tags. e-tags that do not comply with the following criteria are considered to be invalid and will be rejected. e-tags must: comply with the Market Protocols regarding selection of market types and transaction types have an existing confirmed SWPP transmission reservation fit within the parameters of the transmission reservation be compliant with the procedures specified in the SPP OATT and Business Practices have a unique tag ID 6.2 Tag Transaction Types Tag submissions contain several different attributes associated with the request. These attributes provide detailed information associated with each request. The attributes are 1) Tag Transaction type, 2) Interchange Schedule Type, 3) Market Type and 4) Market Transaction Type. Each Interchange Transaction Schedule has type fields that must be filled in indicating the use of the tag. There are several Tag Transaction Types available through the NERC Electronic Tagging Process: Normal Tag for regular (normal) Energy Dynamic Tag with an estimated mw that is updated modified in real-time to comply with NERC requirements and updated to the telemetered reading or mw value After- The-Fact Emergency Tag during an emergency of the BA can be created After-The-Fact. Loss Supply SPP Integrated Marketplace does not allow physical losses on tags/ schedules. Capacity SPP does not support Interchange Capacity Tags/Schedules. Recallable Tag with a recallable feature (The recallable feature is used for supplemental regulation transactions). Pseudo-tie Tag that allows inter-ba transmission visibility for Pseudo-tie facilities NOTE: SPP does not allow the use of all Tag Transaction Types Interchange Scheduling Reference Manual 25

27 Tagging Interchange Transactions 6.3 Interchange Schedule Types The Tag Transaction Types described above result in the following Interchange Schedule types for the SPP BA and Integrated Marketplace: Imports, Exports and Through. NOTE: SPP does not allow the use of all Interchange Schedule Types on tags. Physical paths that are internal to the SPP Integrated Marketplace and SPP BA are not tagged. See Market Protocols for Bilateral Settlement Schedules Import If the Source point is external to the SPP BAA and the Sink point is inside the SPP BA, the Interchange Schedule is an Import Schedule. The GCA and Source for all tags importing into the SPP BAA for settlement in the Integrated Marketplace must be external to the SPP BAA. The following requirements must be met: Confirmed transmission must have been acquired. The Source must match or be electrically equivalent to the Source on the TSR. POR and POD must match the TSR. NOTE: SPP registers members as POR and POD. MIS Transmission Service timing requirements apply. The LCA for all imports into SPP BAA must be SWPP. SWPP is not used in the sink field of an import tag. The sink used must match or be electrically equivalent to the sink on the TSR. REFERENCE: Market Protocols section Import Interchange Transactions Offers NOTE: Refer to Appendix B for an example tag physical path for an Import into SPP BA Export If the Sink point is external to the SPP BAA and the Source point is internal, the Interchange Schedule is an Export Schedule. The LCA and sink for all tags exporting out of the SPP BAA must be an external to the SPP BAA. Confirmed transmission must have been acquired. The GCA for all exports out of the SPP BAA must be SWPP. POR and POD must match the transmission reservation. NOTE: SPP registers members as POR and POD. SWPP is not used in the Source field of an Export tag. REFERENCE: Market Protocols section Export Interchange Transactions Offers NOTE: Refer to Appendix B for an example tag physical path for an Export from SPP BA/Market. Interchange Scheduling Reference Manual 26

28 Tagging Interchange Transactions Through If the Source point and Sink point are external to the SPP BAA; the Interchange Schedule is a Through Schedule (wheels through the SPP BAA). The LCA, GCA, Source and Sink for all Through Schedules must be external to the SPP BAA. Confirmed transmission must have been acquired. Special rules apply for POR and POD when combining Transmission Service. REFERENCE: Business Practice # 2350 Combining SPP Transmission Service Requests NOTE: Refer to Appendix B for example tag physical paths for Through/Wheels into and out of the SPP BA (for HVDC tie and non-hvdc tie transactions). 6.4 Market Types The market types for Interchange Schedules (for Normal and Dynamic tag types) are Day- Ahead Market and Real-Time Market Day-Ahead Market The Day-Ahead Market provides Market Participants with the ability to submit Bids and Offers for exporting and importing Energy out of and into the SPP BAA. NOTE: If Day Ahead is not explicitly defined in the e-tag, the Market Type defaults to Real- Time. The Market Data section of the e-tag must be filled out in order to explicitly define the intention of bidding or offering into the SPP Day-Ahead Market. Inputs to the Day Ahead process through tagged interchange transactions are: Bids and Offers for Exports and Imports Market Type designation Market Transaction Designation MW profile Outputs to Day Ahead process for tagged Interchange Transactions are cleared Import/Export Transactions which reflect adjusted Interchange Schedules that are not completely cleared Interchange Scheduling Reference Manual 27

29 Tagging Interchange Transactions Example of Day-Ahead Schedule Market Information SPP Market Information on an e-tag Market Date Market Type 9/27/2013 Real Time Fixed Day Ahead HE01 HE07 $25 HE07 $20 HE07 HE02 HE08 $20 HE08 $25 HE08 HE03 HE09 $25 HE09 $25 HE09 HE04 HE10 $25 HE10 $30 HE10 HE05 HE11 $20 HE11 HE11 HE06 HE12 $20 HE12 HE12 Transaction Type Dispatchable Up-to-TUC Specific Timing Requirements apply to Day Ahead tagged Interchange Transactions. These timing requirements are shown in the diagram below. It is important to note that Day Ahead tags are only allowed for one Operating Day (CPT) at a time. The Market Date must match the tag start/stop profile. PSEs are not allowed to adjust, correct, or extend Day Ahead tags during the Market Clearing time (11am 4pm). REFERENCE: Market Protocols section 4.3 Day-Ahead Activities The following is a Day-Ahead Activities Timeline taken from the IM Protocols: NOTE: All times are shown CPT. 00:00-11:00 MPs submit Offers and Bids 11:00 DA Market closes 16:00 SPP posts DA Market results 20:00 SPP communicates RUC results to affected MPs 1/30-1/30 Day-Ahead 01:00 02:00 03:00 04:00 05:00 06:00 07:00 08:00 09:00 10:00 11:00 12:00 13:00 14:00 15:00 16:00 17:00 18:00 19:00 20:00 21:00 22:00 23:00 12:00 AM 11:59 PM SPP Posts Operating Reserve Requirements 07:00 SPP performs DA Market process 11:00-16:00 SPP performs Day-Ahead RUC process 17:00-20:00 REFERENCE: Market Protocols section Day-Ahead Market Real Time Market (RTBM) For the RTBM, only Fixed Import and/or Export schedules may be submitted along with Through schedules. Import and/or Export schedules that clear in the Day-Ahead Market automatically roll forward as Fixed schedules for use in the RTBM. Interchange Scheduling Reference Manual 28

30 Tagging Interchange Transactions Real Time Schedule Market Information SPP Market Information on an e-tag Market Date Market Type Transaction Type 9/27/2013 Real Time Fixed Day Ahead Dispatchable Up-to-TUC Bid/Offer MWS are specified in Tag Energy Profile REFERENCE: Market Protocols section Real-Time Balancing Market The following table summarizes the valid combinations and associated Bid information for the SPP Integrated Marketplace: SOURCE Interface A SINK Market Transaction Bid/Offer Combinations WILLINGNESS TO PAY DISPATCHABLE SPP, internal pnode (load) Must be Yes Yes Interface A SPP NA Interface A SPP Yes SPP, internal pnode (generation) Interface A Must be Yes Yes SPP Interface A NA SPP Interface A Yes Interface A Interface B NA Interface A Interface B Must be Yes Yes TAG TRANSACTION TYPE NORMAL OR DYNAMIC INTERCHANGE SCHEDULE TYPES IMPORT OFFER PRICE LMP difference between Interface and Internal MARKET TYPE Up to TUC NORMAL OR DYNAMIC IMPORT Price Taker Fixed NORMAL OR DYNAMIC IMPORT Interface dispatchable LMP difference between NORMAL OR Interface and DYNAMIC EXPORT Internal Up to TUC NORMAL OR DYNAMIC EXPORT Price Taker Fixed NORMAL OR DYNAMIC EXPORT Interface dispatchable NORMAL OR DYNAMIC WHEEL Price Taker Fixed LMP difference between NORMAL OR Interface and DYNAMIC WHEEL Internal Up to TUC NOTE: If no market Bid information is submitted with the e-tag, the associated schedule is assumed to be Real-Time Fixed. Interchange Scheduling Reference Manual 29

31 Tagging Interchange Transactions 6.5 Integrated Marketplace Transaction Types There are 3 Marketplace Transaction Types supported for tagged Interchange Transactions. They are 1) Fixed, 2) Dispatchable and 3) Up-to-TUC. Each is discussed below. NOTE: If the Market Transaction type is not explicitly defined in the e-tag, the transaction defaults to Fixed Fixed Interchange Transactions Fixed Interchange Transactions are physical transactions that bring Energy into and/or out of the SPP BAA. Energy prices are settled at the LMP at the applicable External Interface Settlement Location. Submitters of this type of transaction in the Integrated Marketplace are price takers for that Energy. Fixed Interchange Schedules are supported in both the Day-Ahead Market and in the Real- Time Balancing Market. REFERENCE: Market Protocols section An e-tag for a Real-Time Fixed Interchange Schedule must be submitted no later than 20 minutes prior to the start of the schedule. Fixed Interchange Schedules may not be submitted or modified during the operating hour except for reliability purposes as determined by the Transmission Provider. The MP must ensure the transaction meets the applicable acknowledgement and transfer deadlines. Real Time Fixed Schedule Market Information choices in Yellow SPP Market Information on an e-tag Market Date Market Type Transaction Type 9/27/2013 Real Time Fixed Day Ahead Dispatchable Up-to-TUC Bid/Offer MWS are specified in Tag Energy Profile A Day-Ahead Fixed Interchange Schedule must be submitted via e-tag and approved by the MP and in the implemented state by 1100 hours CPT (OD-1). Day-Ahead Fixed Interchange Schedules automatically roll into the Real-Time Energy and Operating Reserve Market as a Fixed Interchange Schedule. Day-Ahead Fixed Schedule Market Information choices in Yellow SPP Market Information on an e-tag Market Date Market Type Transaction Type 9/27/2013 Real Time Fixed Day Ahead Dispatchable Up-to-TUC Bid/Offer MWS are specified in Tag Energy Profile Interchange Scheduling Reference Manual 30

32 Tagging Interchange Transactions If the submitter does not want the cleared Day-Ahead Fixed Interchange Schedule to roll into the Real-Time Balancing Market, the MP must zero out the e-tag no later than 30 minutes prior to the start of the schedule or the start of the operating hour. The MP is settled at the Day-Ahead Location Marginal Price (LMP) for the cleared MW amount and charged for any deviation in the Real-Time Balancing Market at real-time LMPs. NOTE: All Fixed Interchange Schedules Energy prices are settled at the LMP at the applicable External Interface Settlement Location Dispatchable Interchange Schedules Dispatchable Interchange Schedules are physical transactions that bring Energy into and/or out of the SPP BAA and specify a Bid or Offer (MWh). These schedules are supported in the Day-Ahead Market only and also must meet all market requirements. LMPs are determined in the Day-Ahead Market at the appropriate External Interface Settlement Location representing the interface between the SPP BA and the applicable External BA. A Dispatchable Offer specifies both a MW amount and a minimum price that the customer must pay if the transaction clears the Day-Ahead Market. See the example below for input to the Tag Market info section. REFERENCE: SPP Market Protocols section (3) (b) Import Interchange Transaction Offers The following business rules apply to Dispatchable Interchange Schedules: Dispatchable Interchange Schedules must adhere to the Day-Ahead Market timing deadlines. If the Dispatchable Interchange Schedule is cleared in the Day-Ahead Market, it rolls into the Real-Time Balancing Market and is treated as a Fixed Interchange Schedule at the MW level that was determined in the Day-Ahead Market. All Dispatchable Interchange Schedules, both Import Schedules and Export Schedules, are settled at LMPs determined in the Day-Ahead Market at the appropriate External Interface Settlement Location representing the interface between the SPP BA and the applicable external BA. Dispatchable Interchange Schedules cannot be used for Through Interchange Schedules. MPs may use the Market Import Service (MIS) product for Dispatchable Normal Interchange Schedules that are imports. Dispatchable pricing Offers can be a minimum of $-1000 and a maximum of $1000. Only one price and MW pair per hour is allowed. Partial hour pricing is not permitted. Interchange Scheduling Reference Manual 31

33 Tagging Interchange Transactions Day-Ahead Dispatchable Schedule Market Information choices in Yellow SPP Market Information on an e-tag Market Date Market Type 9/27/2013 Real Time Fixed Day Ahead HE01 HE07 $25 HE07 $20 HE07 HE02 HE08 $20 HE08 $25 HE08 HE03 HE09 $25 HE09 $25 HE09 HE04 HE10 $25 HE10 $30 HE10 HE05 HE11 $20 HE11 HE11 HE06 HE12 $20 HE12 HE12 Transaction Type Dispatchable Up-to-TUC Up-to-TUC Interchange Schedules Up-to-TUC Interchange Schedules are physical transactions created via e-tag that specify a willingness to pay the Transmission Usage Charge (TUC) (in $/MWh) represented by a maximum amount beyond which the MP agrees to be curtailed. These schedules are relevant to the DA Energy and Operating Reserve Market only. An Up-to-TUC Offer on an Interchange Transaction specifies both a MW amount and the maximum amount of congestion cost and marginal loss cost the customer is willing to pay if the transaction is cleared in the Day-Ahead Market. See example below for input to the Tag Market Info Section. REFERENCE: SPP Market Protocols section (3) (c) Import Interchange Transaction Offer The following business rules apply to Up-to-TUC Interchange Schedules: Up-to-TUC Interchange Schedules are supported in the Day-Ahead Market only and the cleared amount determined by the Day-Ahead Market is rolled into the Real-Time Balancing Market. The transaction must meet all e-tag and market requirements. An Up-to-TUC Interchange Schedule must adhere to the Day-Ahead Market timing deadlines. Interchange Scheduling Reference Manual 32

34 Tagging Interchange Transactions Day-Ahead Up-to-TUC Schedule Market Information choices in Yellow SPP Market Information on an e-tag Market Date Market Type 9/27/2013 Real Time Fixed Day Ahead HE01 $ 25 HE07 HE07 HE07 HE02 $ 25 HE08 HE08 HE08 HE03 $ 25 HE09 HE09 HE09 HE04 $ 25 HE10 HE10 HE10 HE05 $ 25 HE11 HE11 HE11 HE06 $ 25 HE12 HE12 HE12 Transaction Type Dispatchable Up-to-TUC The TUC is calculated based on the differences in LMPs between the Source points and Sink points. 6.6 Dynamic Interchange Schedules SPP BA and Integrated Marketplace allow Dynamic Schedules. Special business rules apply to the use of Dynamic Schedules. Dynamic Schedules are an estimate. The PSE or the LSE is expected to update the estimate in real time 20 minutes prior to the new hour with more accurate base values if the NERC accuracy requirements of dynamic tag are not met. (See NERC Reliability Standards for details.) Dynamic Schedules are updated to the actual meter value after-the-fact. These dynamic updates to actual must be made prior to Market Settlement processing External Dynamic Resources (EDR) External Dynamic Resources are resources (or fleets of resources) located in a Balancing Authority outside of the SPP BAA that are modeled as resources internal to the SPP BA. If a customer registers an EDR in the Integrated Marketplace the EDR must be associated with a tagged Dynamic Schedule. Detailed Business Rules for Integrated Marketplace commitment and dispatch of EDRs is listed in the Market Protocols. Business rules specific to EDRs related to TSR and associated Dynamic Schedules are: EDRs must have a confirmed Firm TSR and an associated Dynamic Schedule that represents the total capacity of the EDR. EDR is considered a resource inside the SPP BA. Interchange Scheduling Reference Manual 33

35 Tagging Interchange Transactions The EDR resource (Source) is mapped to an EDR External Interface Settlement Location for purposes of the Integrated Marketplace settlements. The Transmission Customer must follow all NERC business rules for dynamic tags. EDR business rules are applicable to schedule over HVDC ties. REFERENCE: Market Protocols section Resources External to the SPP BA Pseudo- Tying In REFERENCE: Market Protocols section Resources Internal to the SPP BA Pseudo- Tying Out 6.7 HVDC Ties Transactions that involve High-Voltage Direct Current (HVDC) transmission must indicate the DC tie in the Physical path section of the e-tag in the SPP market footprint. Each applicable transaction requires confirmed Transmission Service. SWPP is the Transmission Service Provider over the ERCOT DC ties and the Miles City DC Tie. SWPP is responsible for selling transmission over these ties and not just up to the Tie. The Transmission Provider and Balancing Authorities associated with the DC tie must be specified on the tag. The SPP BA evaluates each tag that delivers Energy over a DC tie to ensure that the Balancing Authority who operators the DC tie is included in the Physical Path section of the tag. The use of the Scheduling Entity field is shown in yellow below. DC tie Tag indicating necessary Scheduling Entities PHYSICAL PATH SECTION OF TAG Source PSE-ID MISO GCA/LCA TP PSE POR POD S/E MISO MISO PSE-ID IPL CSWS MISO SWPP PSE-ID AMRN ERCOTN SWPP ERCO PSE-ID ERCOT-N ERCOT ERCO ERCO Sink PSE-ID ERCOT SWPP AC Service must also be referenced on the e-tag in coordination with use of the HVDC system. For the above example of a Through transaction over the ERCOT North DC tie, the e- Tag must include three concurrent lines with SPP as Transmission Provider: The first leg, with service from the source e-tag BA to the HVDC Source point. The second leg, with service on the HVDC transmission line. And the third leg, with service from the HVDC Sinks to the ultimate Sink. SWPP is the Transmission Service Provider for the ERCOT DC ties and the Miles City DC Tie. This means that SWPP is responsible for selling transmission over these ties and not just up to the tie. Examples of various Physical Path Sections of e-tags for ERCOTE, ERCOTN and MCWEST are shown in the 9 Appendix B Tagging Examples Interchange Scheduling Reference Manual 34

36 Tagging Interchange Transactions SWPP is the Transmission Service Provider for service up to the tie for the other DC ties connected to the SWPP Transmission footprint. The DC ties for which SWPP only sells service to the tie are: Blackwater, Lamar, Eddy, Sydney, Rapid City East, Stegall, and Saskatchewan Examples of various Physical Path sections of e-tags for these DC ties are shown in 9 Appendix B- Tagging Examples. NOTE: It is not possible to visually view an e-tag to determine if SWPP sells transmission over a particular DC tie. It is the responsibility of the Transmission Customer requesting service to know if the DC tie (for which SPP does not sell service over the tie) is in or out of service. For any DC tie, the PSE or LSE is required to send SPP in real time the actual flow of the DC tie. The DC tie tag is included in the RTBM solution; however any Inadvertent of the DC tie will be supplied from the market. The DC tie tag is not included in the NSI of the SPP AGC. The DC tie is not considered a tie line in the SPP AGC HVDC Tie Inadvertent The SPP BA does not include NSI or NAI for HVDC ties in the ACE calculation for AGC. The SPP BA NERC reportable Inadvertent is calculated for the Eastern Interconnection only. The SPP BA is also responsible for coordination of scheduling across HVDC ties. As such, SPP BA calculates and verifies DC Tie Inadvertent with the WECC and ERCOT Interconnections. Interchange Scheduling Reference Manual 35

37 Scheduling Interchange Transactions 7 Scheduling Interchange Transactions 7.1 Interchange Schedules An Interchange Schedule is an agreed-upon Interchange Transaction size (megawatts), start and end time, beginning and ending ramp times and rate, and type required for delivery and receipt of power and Energy between Source and Sink Balancing Authorities involved in a transaction. Following is the process for changing a tagged Interchange Transaction into an Interchange Schedule for the SPP BA and Integrated Marketplace. CPSEs submit tagged Interchange Transactions as described in the previous sections of this document. Once the e-tag is submitted and approved, an electronic schedule is created within the SPP Scheduling System (webtrans). Only transactions that enter, exit, or wheel through the market footprint are tagged or scheduled. REFERENCE: Balancing Authority Operations version 1.0 section 6.4. Schedule Implementation 7.2 Electronic Scheduling System (webtrans) SPP uses webtrans for several purposes. Prior to the implementation of the SPP BA and Integrated Marketplace, all SPP Balancing Authorities also used the webtrans for Regional Scheduling purposes. The SPP members are no longer required to use webtrans. Purpose of webtrans: Validation of e-tags to become Interchange Schedules Checkout of NSI Calculation of an SPP BA NSI Calculation of the SPP BA Inadvertent There are several different Validation Processes: Validation of tags against TSR for compliance with the Tariff Validation of tags for compliance with NERC requirements for the SPP BA Validation of tags for compliance with Integrated Marketplace Protocols 7.3 Validation of Tags for SPP Tariff These validations verify that any market Bid/Offer information supplied within a new tag or tag adjustment is valid for the SPP Integrated Marketplace. The following is a brief description of each of the Tag Validation Criteria that supports the Integrated Marketplace. Interchange Scheduling Reference Manual 36

38 Scheduling Interchange Transactions Status This validation checks that the status of the OASIS reservation is Confirmed. If the status is not Confirmed, or if the reservation does not exist, the tag will be denied Energy MW This validation checks that the Transmission MWs on the tag do not exceed the OASIS reservation(s) transmission MW. If the Transmission MW on the tag exceeds the reserved amount, the tag will be denied. EXAMPLE: EXPORT Transmission MW do not exceed the Reserved TSR MWH Energy and Transmission Profile Section of Tag SWPP Date Start Stop Gen MW Trans MW #TSR 123 MW Ramp Start Ramp Stop 8/12/ :00 18: NERC Priority This validation checks that the NERC Priority on the tag matches the NERC priority of the OASIS reservation. If the NERC Priority does not match the reservation, the tag will be denied POR/POD This validation checks that the POR and POD on the tag match the OASIS reservation. If the POR and/or the POD do not match the OASIS reservation, the tag will be denied. REFERENCE: Business Practice # 5100 Valid Tag POR/POD Network Service Market Import Service (MIS-NN6) If the tag is for MIS, this validation checks that the LCA on the tag is SWPP. If the LCA is not SWPP, the tag will be denied Source/Sink This validation checks that the Source and/or Sink on the tag match the OASIS Transmission Service Reservation. If the Source and/or Sink do not match the OASIS reservation, the tag will be denied. There are two exceptions to this rule: The OASIS transmission reservation has been properly combined with other Transmission Service and both are present on the tag, or The Source and/or Sink on the reservation are considered electrically equivalent with the Source/Sink on the tag. SPP uses an Electrical Equivalency mapping table that compares the Source and Sink on the reservation to all possible registered Sources or Sinks that would result in an identical ATC calculation for the SPP. This allows the Source and Sink on the tag to include any number of Sources and Sink that have been registered for use by a PSE as the more granular Settlement Interchange Scheduling Reference Manual 37

39 Scheduling Interchange Transactions Location. The more granular Settlement Locations are needed for different impact on TCR in the Integrated Marketplace. EXAMPLE: The Source on the Transmission Service Reservation is: GRDA The Source on the accompanying tagged transaction is: GRDA.GEN.NumB SPP has HUBs for use when tagging Transactions for use in the Integrated Marketplace. There is a North HUB and a South HUB. The following is an itemized list of the Source/Sinks and POR/POD to be used with these Tagging HUBs. SPPNORTH_HUB can be used as the Source (or Sink) on a tag when the Source (or Sink) on the TSR is: INDN - or any Source (or Sink) that uses a POR (or POD) of INDN KACY - or any Source (or Sink) that uses a POR(or POD)of KACY KCPL - or any Source (or Sink)that uses a POR(or POD) of KCPL LES - or any Source (or Sink) that uses a POR (or POD) of LES MPS - or any Source (or Sink) that uses a POR (or POD) of MPS NPPD - or any Source (or Sink) that uses a POR (or POD) of NPPD OPPD - or any Source (or Sink) that uses a POR (or POD) of OPPD SECI - or any Source (or Sink) that uses a POR(or POD) of SECI WAUE- or any Source (or Sink) that uses a POR(or POD) of WAUE WPEK - or any Source (or Sink) that uses a POR (or POD) of WPEK WR - or any Source (or Sink) that uses a POR (or POD) of WR SPPSOUTH_HUB can be used as the Source (or Sink) on a tag when the Source (or Sink) on the TSR is: CSWS -or any Source (or Sink) that uses a POR (or POD) of CSWS EDE -or any Source (or Sink) that uses a POR (or POD) of EDE GRDA - or any Source (or Sink) that uses a POR (or POD)of GRDA OKGE - or any Source (or Sink) that uses a POR (or POD) of OKGE SPRM - or any Source (or Sink) that uses a POR (or POD)of SPRM SPS - or any Source (or Sink) that uses a POR (or POD) of SPS WFEC -or any Source (or Sink) that uses a POR (or POD) of WFEC EXAMPLE: The Source on the Transmission Service reservation is: CSWS or CSWS.ONETA and the Source on the accompanying tagged transaction is: SPPSOUTH_HUB REFERENCE: Business Practice # 5150 Valid Tag Source/Sink REFERENCE: Business Practice # 5050 Schedule Timing Requirements Interchange Scheduling Reference Manual 38

40 Scheduling Interchange Transactions REFERENCE: Business Practice #5200 Tag Denial Criteria REFERENCE: Business Practice #5250 Late Schedules REFERENCE: Business Practice #5300 Schedule Denial Criteria REFERENCE: Business Practice #5400 Tag Cancellation, Termination, Withdrawal or Correction REFERENCE: Business Practice #5450 Loss Provision Requirements for Network Integration Transmission Service 7.4 Validation of Tags for SPP Balancing Authority The following are the evaluations performed on tagged transactions prior to confirmation and approval by the SPP BA: Late Start/Late This validation checks that the tag s start time is not earlier than the current actual time and that the tag follows market timing rules. If the tag is late, it will be denied Energy Profile This validation checks that the Transmission MW is greater than or equal to the Generation MW on the tag. If the Generation MW on the tag is greater than the MW on the Transmission reservation the tag will be denied Physical Path This validation checks the proper upstream and downstream adjacency of various entities identified within the physical path of the tagged transaction: The validation ensures that the GCA and LCA are properly associated. SWPP cannot be entered as both the GCA and the LCA on a tag. The validation checks that the appropriate Scheduling Entity has been included in the correct order for the Transmission Provider with the POR/POD. If any of the above validations fail, the tag will be denied SPP Ramp Validation Refer to section 5.5 e-tag Ramp Validation for information on ramp validation. Interchange Scheduling Reference Manual 39

41 Scheduling Interchange Transactions 7.5 Validation of Tags for Integrated Marketplace SPP Market Bid/Offer SPP verifies that any market Bid/Offer information supplied within a tag or tag adjustment is valid for the SPP Integrated Marketplace. If no market Offer/Bid information is included in the Market Section fields of the tag, the tag will pass validation and become a Real-Time Fixed transaction for Integrated Marketplace. If any market Offer/Bid information has been supplied in the tag, the following validations are performed: Validation that there are not multiple instances of the same Market Data as recognized by SPP Integrated Marketplace on any tagged transaction. Validation that data included in the Market section of a Dispatchable/Wheel/Normal Energy tag transaction is a valid and acceptable combination of Bid attributes for the SPP Integrated Marketplace. Validation that no additional Bid/Offer data has been entered into the Market section of the tagged transaction for market transaction types that are not allowed to have associated Bid/Offer information SPP Market Timing For Day Ahead SPP verifies that any tag or tag adjustment submitted with market Bid information meets defined timing requirements. For tags or tag adjustments specified as Day Ahead, the following additional timing validations are performed: If the tag start/stop profile extends beyond one calendar day (CPT), the tag will fail validation and the tag will be denied. If the tag start/stop profile does not correspond with the date as specified in the Market Date, the tag will fail validation and will be denied. If the Market Date is more than 7 days in advance of the tag submission timestamp, the tag will fail validation and will be denied. If the tag submission timestamp is later than the Day-Ahead Market closing time for the Operating Day as specified in the Market Date, the tag will fail validation will be denied SPP Marketplace Settlement Location The Market Location validation verifies that valid SPP Integrated Marketplace Settlement Location names have been mapped to the e-tag Source/Sink and/or POR/POD service points. If a valid mapping between the e-tag points and a Settlement Location name cannot be resolved, the tag will be denied. Interchange Scheduling Reference Manual 40

42 Scheduling Interchange Transactions For e-tags where SWPP is designated as the GCA, the SPP Source Market Location is based on a lookup of the e-tag Source and Source PSE against the corresponding market name mapped to that Source. If there is no corresponding mapping information for the e-tag Source and Source PSE or SWPP is not the GCA, the POR on the first Transmission Physical Segment listing SWPP as the TP is used. For e-tags where SWPP is designated as the LCA, the SPP Sink Market Location is based on a lookup of the e-tag Sink and Sink PSE against the corresponding market name mapped to that Sink. If there is corresponding mapping information for the e-tag Sink or SWPP is not the LCA, the POD on the last Transmission Physical Segment listing SWPP as the TP is used SPP Market Losses The Market Losses validation enforces the provision that all transmission loss compensation within the SPP Integrated Marketplace are handled financially. The Tag Transaction Type must be FIN. If any new tag is created with the Tag Transaction Type of LOSS SUPPLY, or any tag/adjustment Energy profile information has a MW value at the SPP POR that is different from the value at the SPP POD (i.e., in-kind loss delivery), the tag will be denied. Loss Accounting Section of tag with Financially Settled Losses Loss Accounting Section of Tag EXAMPLE: Financial Losses TP Start Time Stop Time Type Contract Number PNM 7/31/ :00 7/31/ :00 FIN EPE 7/31/ :00 7/31/ :00 FIN SWPP 7/31/ :00 7/31/ :00 FIN ERCO 7/31/ :00 7/31/ :00 FIN 7.6 Curtailments and Adjustments NERC Transmission Loading Relief (TLR) SPP Operators take appropriate actions as GCA and/or LCA and verify that all other required schedule adjustments have been made. Per NERC/ERO [and/or Regional Entity] Requirements, curtailments can never be greater than a tag s Energy profile. Additionally, a PSE adjustment cannot be greater than the Energy profile during an Implemented Curtailment. Even if these excessive adjustments are implemented, the Energy profile of the e-tag always reflects the lower amount. SPP denies curtailments or PSE adjustments that violate the NERC Standards. Interchange Scheduling Reference Manual 41

43 Scheduling Interchange Transactions Market Adjustments Day-Ahead tagged transactions are evaluated for Energy MW. If the market system determines issues, the transaction may not be cleared. Transactions that are not cleared for their full MW value will be adjusted automatically to the amount cleared. The SPP Market clears daily on or about 1600 hours CPT. The results of the Market Clearing process appear on the tag via a Market Adjustment. If the Market were to clear any time after 1600 hours CPT, the Market Adjust would be applied to the tag on the following quarter hour. Market Adjustment schedules do not allow the Transmission Customer approval/denial rights. Entities with approval rights, as defined by NERC/ERO or applicable Regional Entities, must take approval actions. If a Market Adjustment is denied by a non-spp entity, the PSE is responsible to provide the Energy in the Real-Time Balancing Market or PSE adjust the schedule to the market adjusted value. After the Day-Ahead Market closes (usually 1100 CPT) and prior to Day-Ahead Market clearing, changes are not be permitted to Day-Ahead Schedules running the next day. SPP denies such changes. Changes are only allowed in the down direction after Day-Ahead Market clearing. Market Adjusts may also occur for reasons outside of Day-Ahead Market clearing. These reasons include: If any electronic communication problems occur within the SPP Integrated Marketplace that result in inconsistencies between the Market Clearing result and any physical Day- Ahead Schedule profile, SPP issues manual Market Adjusts to correct the inconsistent schedules. The manual Market Adjustments may be issued at any time before or within the duration of the schedule. If the SPP Reliability Unit Commitment (RUC) system identifies a reliability-based need for a curtailment or adjustment, the SPP Balancing Authority issues a manual Market Adjust to the scheduled transaction via the e-tag. SPP BA RUC adjusted schedules do not allow the Transmission Customer (PSE) approval/denial rights. Entities with approval rights, as defined by NERC/ERO or applicable Regional Entities, must take approval actions. Interchange Scheduling Reference Manual 42

44 Appendix A 8 Appendix A: Special Tagging Helpful Information 8.1 User Options: OATI Users/Non- OATI users OATI Users For those entities using Open Access Technology, Inc. (OATI) as their tagging vendor, the SPP market information of the tag can be added as follows: After logging into OATI tagging software: 1. Click on Options from the main toolbar 2. Select Tagging Options 3. Under Tag Display Options - Click the box entitled Enable SPP market information 4. Click Apply SPP Market Information Specification for Non-OATI Users Market Participants should contact their Tagging Vendors to determine Market specification requirements. 8.2 Market Information on Tags To view the SPP market information on the e-tagging software, the MP selects the checkbox for Enable display of SPP market information. 8.3 User Access Admin for OATI Users Each authorized user in the webtrans Production environment is required to use an SSLsecured user login through the presentation of a valid OATI webcares issued x.509 certificate along with a recognized user name and password to provide for two-factor authentication. OATI certificates must be issued by the authorized Security Officers of each end entity that will be granted a user account in webtrans. Once granted access to webtrans, the menu options available to the user are governed by the specific user permissions granted to that user account. As each user is logged into webtrans, webtrans attempts to establish a remote login session to the webtag (ETS) to facilitate the viewing of e-tag information directly from hyperlinks presented on the webtrans Scheduling and Tag Validation related displays. Remote login access to the webtag requires that the user s x.509 certificate has been associated with a valid, active user account in the webtag. OATI Help Desk facilitates the registration of all webtag user accounts for each individual webtrans user. A menu option to launch the SPP Reserve Sharing System main menu displays directly from webtrans. Successful access to the Reserve Sharing System is dependent on successful establishment of a remote login to the webtag (ETS). Interchange Scheduling Reference Manual 43

45 Appendix A For non-spp Reserve Sharing Group Members or other PSEs that may be granted access to the SPP Reserve Sharing System, these users may access RSS from a valid webtrans login account, or they may access RSS from a direct login to the webtag system. webtag uses a similar mechanism employed by webtrans to authenticate a valid RSS user account using the webcares x.509 certificate presented on successful establishment of a secure-login to webtag. The establishment of valid webtag User login accounts and the enabling of those accounts for RSS system access are managed through the OATI Help Desk. 8.4 SPP Integrated Marketplace Tag Template The market tag template gives the MP a visual of the new Market section. Templates are collections of stored tag data used to automatically populate the Tag Entry display when creating new tags. Most tagging vendors offer tag templates. The following details apply only to webtag (OATI) users. The Template Summary displays a list of all templates available to a user. To use a template, click the icon on the Template Summary display or on the Template Details display. This will open a new Tag Entry display, pre-filled with data from the selected template. Templates are similar to delayed tags in that they facilitate rapid tag entry. They are different in a few important respects: Templates cannot be turned into tags (i.e. completed); they can only be used to create other tags. Templates never expire; they will remain available until they are manually deleted. Templates support a number of unique features such as shared/private designations and grouping. Templates are not required to be complete; fields such as Energy profile that are required for complete tags are optional for templates. Any empty fields will be filled in by a tag's author after they load a template onto the Tag Entry display. A template group is a label that can be attached to sets of templates. This can be a convenient way of breaking a company's templates up into smaller sections that can be more easily processed. For example, a company could have groups called Day Ahead and Real Time indicating which desk uses each template. Template groups are optional and are set as part of the template entry or template modification process. Group names are arbitrary and can be anything that is useful to the authoring user or company. Each template can be a member of only one group. Groups can contain both public and private templates, though the private templates will be visible only to their respective authors. A user can change the group for multiple templates at once by selecting the corresponding templates on the template summary and clicking the icon. Every template falls into one of two categories: Interchange Scheduling Reference Manual 44

46 Appendix A Shared: The template can be viewed, used, and acted on by all users in the template author's company. Private: The template is visible only to the template author. Once a template is shared, it cannot be made private. It will remain shared until it is deleted. Private templates can be shared from the Template Entry display. When a user presses the Save Changes button, they see a pop-up window with a few additional fields that may be entered. One of these fields is the shared/private designation, which can be changed at that time. Users are also prompted to designate new templates as shared or private as part of the new template creation process. Templates are entered via the Tag Entry display, so the process of creating or modifying a template is very similar to the process of creating and modifying a tag. Please see the Tag Entry display section of the user guide for additional details about the fields shown on the Template Entry display Creating a Tag Template To create a new template, a user must enter data on the Tag Entry form, just as they would to create a new tag. Once data entry has been completed, the user must press the Save as Template button. The user will then be prompted to enter a few additional pieces of information: Template name: A name used by the template creator to identify the template. Group name: The template group to be used for this template. Shared/Private flag: Checkbox indicating whether the template should be shared or private Modifying a Tag Template To modify an existing template, a user must first open the template (by clicking on the template name field on the Template Summary display), and then click the button in the toolbar. The user will then be able to make changes to the template data in the Tag Entry form. Upon clicking the Save Changes button, the user will be prompted to make any desired changes to the template name or template group. If the template is a private template, the user will have the option to change it to a shared template. A user can modify the group name for multiple templates at one time by selecting the desired templates on the Template Summary and clicking the button. A new window will open, in which the user may enter a group name which will then be applied to all the selected templates. This window also contains a time zone selection area in which the user may modify the time zone for the selected templates as described below. If no time zone is selected from the dropdown, then the time zones for the selected templates will not be changed. There are two ways in which a user can change time zone information for multiple templates. The user can shift the template into a new time zone, in which case the profiles associated with Interchange Scheduling Reference Manual 45

47 Appendix A the template will be adjusted for the time zone difference. Alternatively, the user can modify just the time zone label, in which case any profile start and stop times associated with the template will not be shifted. To shift templates into a new time zone, a user can open the Template Summary and do one of two things: To shift all templates in the user's company: click the (Shift All Templates) button To shift only certain templates: select the desired templates and click the (Shift Selected Templates) button A new window will open, in which the user may choose a time zone. If the user then clicks the Shift Templates button, each template will have its profiles shifted into the time zone selected by the user. EXAMPLE: A template's time zone is CST, and the template has an Energy profile that starts at 12:00 CST. If a user shifts the template into CDT, the template's profiles will be shifted so that its Energy profile starts at 12:00 CDT. The time zone label shown on the template summary will also change to CDT. Templates created before the June 2011 release of webtag will initially have no time zone label. A template with no time zone label cannot be shifted into any time zone. Before any such template can be shifted, a user must label it with its current time zone by following the instructions below. To modify the time zone of a template without shifting the profiles into a new time zone, a user can open the Template Summary, select all the templates to be modified (by checking the corresponding checkboxes), and click the button. A new window will open, in which the user may choose a time zone. If the user then clicks the Set Time Zone and Group Name button, each selected template will have its time zone replaced with the one selected by the user. The profile start and stop times associated with the templates will not change. EXAMPLE: A template's time zone is CST, and the template has an Energy profile that starts at 12:00 CST. If a user changes the template's time zone to CDT, the template will still have an Energy profile that starts at 12:00 CST. Only the time zone label shown on the template summary will change. This window also contains a group name entry area in which the user may modify the group name for the selected templates as described above. If no group name is entered, then the group names for the selected templates will not be changed. To delete existing templates, a user can open the Template Summary display, select the templates to be deleted, and then click the button in the toolbar. A user can also delete a single template by opening it (by clicking on the template name field on the Template Summary), and then clicking the button in the toolbar. Interchange Scheduling Reference Manual 46

48 Appendix A 8.5 Daylight Savings Time Options for Spring Forward (Change to CDT) As shown below, users may build one or two tags for transactions that will be scheduled across the spring time change. Regardless of how the tags are built across the time change, the time change to CDT will result in a 23-hour operating day for the first day Two-Tag Option for Change to CDT Using a two-tag option will result in the first tag being created for the first one or two hours of the current CST and the second tag built in CDT for the remaining hours that will equal a 23 hour operating day. Depending on how the user elects to create the two tags for the operating day of the time change (see Option A and B examples), there will be either no HE 2:00 or HE 3:00 between the two tags. This is necessary in order to ensure that a 23 hour day has been scheduled for the operating day Option A (no HE 3 shown between tags) 1. Create the first tag in CST for first two hours of the operating day: a. Start the tag at 00:00. b. End the tag at 02: Create the second tag in CDT: a. Start the tag at 03:00. b. End the tag at 00:00 (HE 24) for a total of 23 hours Option B (no HE 2 shown between tags) 1. Create the first tag in CST for first hour of the operating day: a. Start the tag at 00:00. b. End the tag at 01: Create the second tag in CDT: a. Start the tag at 02:00. b. End the tag at 00:00 (HE 24) for a total of 23 hours. Interchange Scheduling Reference Manual 47

49 Appendix A EXAMPLE: Change to CDT (Spring) Option A Change to CDT (Spring) Option B One Tag Option for Change to CDT Users may build just one tag, either in CST or CDT, to accommodate the time change One Tag Created in CST 1. Start the tag at 00: End the tag at 23:00 for a total of 23 hours One Tag Created in CDT 1. Start the tag at 01: End the tag at 00:00 (HE 24) for a total of 23 hours. Interchange Scheduling Reference Manual 48

50 Appendix A Options for Fall Back (Change to CST) Users may build one or two tags for transactions that will be scheduled across the fall time change. Regardless of how the tags are built across the time change, the time change to CST will result in a 25 hour operating day for the first day Two-Tag Option for Change to CST Using a two-tag option will result in the first tag being created for the first two hours of the current CDT and the second tag built in CST for the remaining hours that will equal a 25 hour operating day. This will result in HE 2 being repeated for the operating day. This is necessary in order to ensure that a 25 hour day has been scheduled for the operating day. 1. Create the first tag in CDT for first two hours of the operating day: a. Start the tag at 00:00. b. End the tag at 02: Create the second tag in CST: a. Start the tag at 01:00. b. End the tag at 00:00 (HE 24) for a total of 25 hours One-Tag Option for Change to CST 1. Start the tag at 00: End the tag at 01:00 on the following operating day for a total of 25 hours. NOTE: Since Day Ahead tags may only be submitted for one operating day, this one-tag option is not viable for Day-Ahead tags. EXAMPLE: Change to CST (Fall) Interchange Scheduling Reference Manual 49

51 Appendix A 8.6 Recognizing the Right Tag/Schedule The time zone settings are user specific and display all tags in the time zone selected. This means that time on the tag may not display correctly depending on the user s specific time zone settings. 8.7 Changing Time Zone Settings (OATI Users) The Change Time Zone display allows the user to change the time zone for the data being displayed in the webtag. This setting is user specific and determines the time zone in the main webtag display and determines the default time zone in the entry displays. 1. Within webtag, select Misc>Misc User Options, then select the appropriate time zone from the drop down list. 2. Click the apply button to save the selection. Interchange Scheduling Reference Manual 50

52 Appendix B 9 Appendix B: Tagging Examples 9.1 Import Import Tag Physical Path Examples EXAMPLE: "Physical Path" for Import from AECI to SWPP CA TP PSE POR POD S/E AECI PSE-ID Source: AECI AECI PSE-ID AECI SWPP AECI SWPP PSE-ID AECI WFEC SWPP SWPP PSE-ID Sink: SPPSOUTH_HUB EXAMPLE: "Physical Path" for Import from MISO to SWPP CA TP PSE POR POD S/E MISO PSE-ID Source: MISO MISO PSE-ID EAI WR MISO SWPP PSE-ID EES WR SWPP SWPP PSE-ID Sink: SPPNORTH_HUB The Yellow Highlighted Areas are the fields for which the Transmission Customer will need to follow SWPP Business Practices. 9.2 Export Export Tag Physical Path Example EXAMPLE: "Physical Path" for Export from SWPP to AECI CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPNORTH_HUB SWPP PSE-ID OPPD AECI SWPP AECI PSE-ID SWPP AECI AECI AECI PSE-ID Sink: SPPSOUTH_HUB EXAMPLE: "Physical Path" for Export from SWPP to MISO CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPNORTH_HUB SWPP PSE-ID NPPD MEC SWPP MISO PSE-ID NPPD MISO MISO MISO PSE-ID Sink: MISO Interchange Scheduling Reference Manual 51

53 Appendix B The Yellow Highlighted Areas are the fields for which the Transmission Customer will need to follow SWPP Business Practices. 9.3 Through Through/HVDC Tag EXAMPLE: "Pysical Path" for E>W over Blackwater DC tie (through SWPP) CA TP PSE POR POD S/E PJM PSE-ID Source: PJM PJM PSE-ID PJM CIN MISO PSE-ID PJM WR MISO SWPP PSE-ID AMRN BLWK SWPP PNM PSE-ID BW230 TAIBAN PNM PNM PSE-ID Sink: PNM EXAMPLE: "Pysical Path" for E>S over ERCOT North DC tie (through SWPP) CA TP PSE POR POD S/E MISO PSE-ID Source: MISO MISO PSE-ID IPL CSWS MISO SWPP PSE-ID AMRN ERCOTN SWPP ERCOT PSE-ID ERCOT-N ERCOT ERCO ERCOT PSE-ID Sink: PNM The Yellow Highlighted Areas are the fields for which the Transmission Customer will need to follow SWPP Business Practices. 9.4 Dynamic Tags Dynamic tags must be coordinated with SPP BA directly. 9.5 HVDC Ties Import Market Import/HVDC Tag EXAMPLE: "Physical Path" for W>E over Miles City DC tie CA TP PSE POR POD S/E WAUW PSE-ID Source: WAUW SWPP PSE-ID MCWEST.WAUW WAUE WAUW,SWPP SWPP PSE-ID Sink: SPPNORTH_HUB Interchange Scheduling Reference Manual 52

54 Appendix B EXAMPLE: "Physical Path" for W>E over Rapid City DC tie CA TP PSE POR POD S/E WACM PSE-ID Source: Dry Fork BHBE PSE-ID RC RCEAST WACM SWPP PSE-ID RCEAST WAUE SWPP SWPP PSE-ID Sink: SPPNORTH_HUB EXAMPLE: "Physical Path" for W>E over Stegall DC tie CA TP PSE POR POD S/E WACM PSE-ID Source: WACM BEPW PSE-ID SGW SGE WACM SWPP PSE-ID SGE WAUE SWPP SWPP PSE-ID Sink: SPPNORTH_HUB EXAMPLE: "Physical Path" for W>E over Sydney DC tie CA TP PSE POR POD S/E WACM PSE-ID Source: WACM LAPT PSE-ID AU115 SCSW WACM LAPT PSE-ID SCSW SCSE WACM SWPP PSE-ID SCSE NPPD SWPP SWPP PSE-ID Sink: SPPNORTH_HUB EXAMPLE: "Physical Path" for W>E over Lamar DC tie CA TP PSE POR POD S/E PSCO PSE-ID Source: PSCO PSCO PSE-ID PSCO LAM345 PSCO SWPP PSE-ID LAM345 SPS SWPP SWPP PSE-ID Sink: SPPSOUTH_HUB EXAMPLE: "Physical Path" for S>N over ERCOT North DC tie CA TP PSE POR POD S/E ERCO PSE-ID Source: ERCO ERCO PSE-ID ERCOT ERCOT-N ERCO SWPP PSE-ID ERCOTN SPS SWPP SWPP PSE-ID Sink: SPPSOUTH_HUB Interchange Scheduling Reference Manual 53

55 Appendix B The Yellow Highlighted Areas are the fields for which the Transmission Customer will need to follow SWPP Business Practices. 9.6 HVDC Ties Export Market Export/HVDC Tag EXAMPLE: "Physical Path" for E>W over Miles City DC tie CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPNORTH_HUB SWPP PSE-ID WAUE MCWEST.YTP SWPP, WAUW NWMT PSE-ID YTP Great Falls NWMT PPW PSE-ID Great Falls WAUW WAUW PACE PSE-ID Sink: PACE EXAMPLE: "Physical Path" for E>W over Miles City DC tie CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPNORTH_HUB SWPP PSE-ID WAUE MCWEST. NWMT SWPP,WAUW WAUW PSE-ID Sink: WAUW.NWMT EXAMPLE: "Physical Path" for E>W over Stegall DC tie CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPNORTH_HUB SWPP PSE-ID WAUE SGE SWPP BEPW PSE-ID SGE SGW WACM WACM PSE-ID Sink: WACM EXAMPLE: "Physical Path" for E>W over Rapid City DC tie CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPNORTH_HUB SWPP PSE-ID WAUE RCEAST SWPP BHBE PSE-ID RCEAST RC WACM WACM PSE-ID Sink: WACM Interchange Scheduling Reference Manual 54

56 Appendix B EXAMPLE: "Physical Path" for E>W over Sydney DC tie CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPNORTH_HUB SWPP PSE-ID NPPD SCSE SWPP LAPT PSE-ID SCSE SCSW WACM WACM PSE-ID Sink: WACM EXAMPLE: "Physical Path" for E>W over Lamar DC tie CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPNORTH_HUB SWPP PSE-ID SPS LAM345 SWPP PSCO PSE-ID LAM345 LAMR230 PSCO TSGT PSE-ID LAM230 MIDW PSCO BHCT PSE-ID MIDW BHCE PSCO PSCO PSE-ID Sink: BHCE EXAMPLE: "Physical Path" for E>W over Blackwater DC tie CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPSOUTH_HUB SWPP PSE-ID SPS BLKW SWPP PNM PSE-ID BW230 TAIBAN PNM EXAMPLE: "Physical Path" for N>S over ERCOT East DC tie CA TP PSE POR POD S/E SWPP PSE-ID Source: SPPSOUTH_HUB SWPP PSE-ID CSWS ERCOTE SWPP ERCO PSE-ID ERCOT-E ERCOT ERCO ERCO PSE-ID Sink: ERCO Interchange Scheduling Reference Manual 55

57 Appendix C 10 Appendix C: Glossary Asset Owner Balancing Authority Balancing Authority Area Bid Bilateral Settlement Schedule Commercial Model Contingency Reserve Day-Ahead Market Eastern Interconnect Energy Export Interchange Transaction Import Interchange Transaction Interchange Transaction Interchange Schedule Inadvertent Inadvertent Payback Integrated Marketplace Market Participant Market Protocols Offer Operating Day Reliability Coordinator Ramp Reservation Settlement Location External Dynamic Resources Source Sink Through Transaction POR POD GCA LCA As defined by Market Protocols As defined by NERC As defined by NERC As defined by Market Protocols As defined by Market Protocols As defined by Market Protocols As defined in Market Protocols As defined in Market Protocols One of the North American Interconnections commonly referred to as the Eastern Interconnection roughly described as the Bulk Electric System east of the Rocky Mountains excluding the core of Texas and the Provence of Québec As defined in Market Protocols As defined in Market Protocols As defined in Market Protocols As defined in Market Protocols As defined by NERC As defined by NERC As defined by NERC SPP Market as defined by Market Protocols As defined in SPP Open Access Tariff As defined in SPP Open Access Tariff As defined by Market Protocols As defined in Market Protocols As Defined by NERC As Defined by Market Protocols As defined by Market Protocols As defined in Market Protocols As defined by NERC As defined by NERC Source point and Sink point are external to the SPP BAA; the transaction wheels through the SPP BAA As used in Interchange Transaction Point-of-Receipt As used in Interchange Transaction Point-of-Delivery As used in Interchange Transactions Generating Control Area (BA) As used in Interchange Transactions Load Control Area (BA) Interchange Scheduling Reference Manual 56