Integrated Marketplace. Participant Training Update. April 18, Gay Anthony SPP Customer Training

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2 Integrated Marketplace Participant Training Update April 18, 2012 Gay Anthony SPP Customer Training

3 Training Update Live deliveries of the Marketplace Overview and Preparing for TCR Mock Auction courses have concluded. Sessions were very well attended. Computer Based Training (CBT) of the Marketplace Overview will be available at the end of April. Available through the SPP Learning Center (LMS) Training and TCR team members are reviewing the TCR mock auction / training survey results and plans to reach out to interested participants in the coming weeks. Design and development efforts for Integrated Marketplace Level 2 training are underway. 3

4 Marketplace Learning Opportunities Level 0 Introduction Concepts / Overview (What and How) Level 1 Marketplace Overview Level 2 Part 1 Deep Dives (Mini Modules) Part 2 Clinics (Breakouts) Part 3 Job Tasks (Job Aids) Procedural (How to) Level 3 Markets Workshop Settlements Workshop Analysis (Impacts / Results) 4

5 Marketplace Learning Opportunities Level 2 Training Component Description Intended Audience Course Length (per session) Part 1 Deep Dives Part 2 Clinics Part 3 Job Tasks Series of topics that will conceptually take the Marketplace training to the next level of detail. Series of topics, scenarios and exercises will focus on activities of the specific Market Participant group types. Training based on business processes and market system interactions. This series of training will consist of Show Me, Guide Me and I ll Do It activities. Targeted to staff personnel that will be engaged in the day to day operations of the Integrated Marketplace. Market Participants representing Generation, Transmission, and Load Serving Entities. Targeted to staff personnel that will be engaged in the day to day operations of the Integrated Marketplace. 2 4hours Delivery Method Live Net Conference 1 2 days Live In Person Self guided Computer Based Training (CBT) 5

6 Proposed Training Modules Participant Marketplace Level 2 Training Curriculum Deep Dives Clinics Job Tasks Registration Day Ahead & Real Time Markets Virtual Transactions Generation Customer Relations Outage Scheduling Meter Data Commercial and Network Model Transmission Congestion Rights (TCR) Settlements Load Serving Entity Registration Transmission Congestion Rights (TCR) Dispute Management Credit and Risk Management Preparing for TCR Market Trials Technology (IT) Transmission Market Mitigation Scheduling (Interchange and Bilateral Settlement) Local Security Administrator (LSA) Market Mitigation Scheduling (Interchange and Bilateral Settlement) Bids and Offers Submission Settlements Legacy Applications 6

7 Marketplace Learning Opportunities Curriculum Example Markets Training Curriculum Level 0 Level 1 Level 2 Level 3 Introduction Concepts Deep Dive Modules Clinics Job Tasks Markets Workshops Market Introduction Marketplace Overview Day Ahead & Real Time Markets Generation Bids and Offers Submission Structuring Bids and Offers Scheduling (Interchange and Bilateral Settlement) Load Serving Entity Outage Scheduling Market Scenarios Virtual Transactions Transmission Scheduling (Interchange and Bilateral Settlement) Simulation 7

8 Training Delivery Schedule Learning Modules Level 2 Curriculum Course Length CEH Eligible Part 1 Deep Dives Registration 3 hours Commercial and Network Model 3 hours Credit and Risk Management 4 hours Market Mitigation 3 hours Day Ahead and Real Time Markets (Part 1) 4 hours X Day Ahead and Real Time Markets (Part 2) 4 hours X Transmission Congestion Rights (TCR) 2 hours Preparing for TCR Market Trials 2 hours Scheduling (Interchange and Settlement Bilateral) 4 hours X Virtual Transactions 2 hours Settlements 4 hours Technology (IT) 2 hours Part 2 Clinics Generation 16 hours X Load Serving Entities 4 hours X Transmission 8 hours X Part 3 Job Tasks Customer Relations Registration Local Security Administrator (LSA) Market Mitigation Bids and Offers Submission Outage Scheduling Transmisison Congestion Rights (TCR) Scheduling (Interchange and Settlement Bilateral) Settlements Meter Data Dispute Management Legacy Applications SEP OCT NOV DEC JAN FEB MAR APR MAY

9 Training Clinics Additional Detail SPP will be offering a series of Clinics to Market Participants representing Generation, Transmission, and Load. Clinics will be operationally based and geared towards Generator Operators /Providers, Transmission Operators / Providers, and Load Serving Entities. Clinics will be conducted in person. Continuing Education Credits (CEHs) will be offered. Below is a representation of a typical week: Mon Tue Wed Thu Fri Generation (1 5pm) Generation (9 5pm) Generation (8 12pm) Load (1 5pm) Transmission (9 5pm) 9

10 Market Participant Input Request SPPs Training department is looking for input from Market Participants on the anticipated level of participation from their respective organizations for the upcoming Level 2 modules. This information will help ensure that the correct number of classes are offered and venues are scheduled adequately. A questionnaire will be sent out to the training liaisons and coordinators the week of April 23 rd. Once questionnaire results are received and reviewed, SPP will begin scheduling efforts. Specific training dates will be provided at the June OTWG and CWG meetings; subsequent announcements will be sent out through various communication channels (SPP Learning Center (LMS), Training Liaisons, Program updates). 10

11 Market Participant Input Request (cont d) Sample Questionnaire Question 1: Indicate the number of people you wish to send to each module. Part 1 Deep Dives Module Course Description Course Outline Intended Audience Registration This course is designed to help Market Participants understand and successfully complete all registration requirements in order to participate in SPP s Integrated Marketplace. Market Participants will subsequently be introduced to the new registration tool (MCST) and have an opportunity to see how this tool is utilized. Registration Overview Technical Requirements Registration Process and Timelines All Market Participants and potential clients planning to operate in the SPP Integrated Marketplace Prerequisites Recommended: Marketplace Overview # of Attendees It is recommended that Market Participants attend the Commercial and Network Model module to better understand the model relationships and financial impacts. Credit and Risk Management In this course, an overview of credit and SPP s policy on how credit is managed, and credit timelines will be provided. Additionally, a description of credit events and defaults will be presented along with how credit is calculated for different types of transactions. Market Participants will gain a good understanding of the credit process as well as the different communication mechanisms SPP and Market Participants will utilize when discussing topics surrounding credit. Credit Overview Credit Policy Credit Events / Credit Defaults Credit Calculations Credit Process Communication Mechanisms Credit managers, credit analysts and executives of Market Participants planning to operate in the SPP Integrated Marketplace Recommended: Marketplace Overview Registration 11

12 Next Steps The Training Department will send out a questionnaire the week of April 23 rd requesting additional participation information for upcoming Level 2 training courses. Market Participants are requested to complete the questionnaire and return to the SPP Training department by May 4 th. Specific dates for training and LMS registration will be provided at the June OTWG and CWG meetings. The Training Department will continue to communicate course details availability through various forums: Stakeholder Meetings (MWG, OTWG, CWG) OTWG Integrated Marketplace Training Task Force Communication Notices SPP Learning Center (LMS) 12

13 Market Participant Milestones 13