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JUNE 2016 SETTLEMENTS SPOTLIGHT INSIDE THIS ISSUE: HELPFUL HINTS 2 NEW HIRES 3 MID-YEAR SET- TLEMENTS SUR- 4 DEVELOPMENT & TESTING 4 LMS 5 Settlements Vision: A team united to serve our members with efficiency and excellence, one successful settlement at a time.SPECIAL POINTS OF INTEREST: HELPFUL HINTS 2016 MID YEAR SURVEY It has been just a little over a year since Don Shipley transi- tioned into the role of Director of Settlements. During that time we have seen many changes and improvements that have created a roadmap for success. There have been short-term improvements and a long-term strategy that pro- vides the guidelines in which Settlements operates. From the introduction of the “Shipley Code of Ethics,” when he first started in Settlements, to his inspirational “Quote of the Week” emails, the first thing you will notice is his strong belief to always do the right thing. Don’s core values honesty, humility, respect, transparency and excellence, not only shine through him, but he inspires others to be the best they can be, not for him, but for themselves. Don has challenged the Settle- ments group to identify issues and opportunities. In his first A YEAR WITH DON... six months, Don has created a Settlements Steering Team, and they have developed a three-year strategy that has balanced near-term im- provements with long-term stabil- ity. Other Strategy/Development teams also were created to focus on system performance, cost management, staff enablement and settlements governance. We have already seen many in- ternal changes within Settle- ments including the realignment of teams to better manage re- source constraints. This will pro- vide cross-training opportunities and create a more versatile staff. Working with our IT department, we are stabilizing our systems for the short term to allow for long- term growth and development. Other changes members may have noticed is more engage- ment in the working groups to insure Settlements (both internal and external) is well represented across SPP. While we may have some teams with a stronger focus area than others, Don is quick to point out that we all make up “one team,” and when we work together, nothing is impossible! Over the past year, I hope you have had an opportunity to meet Don and get to know him! Don welcomes feedback from our members any time. SPP Settlements Mission Statement We provide timely and accurate financial settle- ments and consultative support to build stakeholder confidence
Transcript
Page 1: S E T T L E M E N T S S P O T L I G H T - Home ... settlements...SPP Settlements Mission Statement We provide timely and accurate financial settle-ments and consultative support to

J U N E 2 0 1 6

S E T T L E M E N T S

S P O T L I G H T

I N S I D E T H I S

I S S U E :

H E L P F U L H I N T S 2

N E W H I R E S 3

M I D - Y E A R S E T -

T L E M E N T S S U R -4

D E V E L O P M E N T

& T E S T I N G

4

L M S 5

Settlements Vision: “A team united to serve our members with

efficiency and excellence, one successful settlement at a time.”

S P E C I A L

P O I N T S O F

I N T E R E S T :

H E L P F U L H I N T S

2 0 1 6 M I D Y E A R

S U R V E Y

It has been just a little over a

year since Don Shipley transi-

tioned into the role of Director

of Settlements. During that

time we have seen many

changes and improvements

that have created a roadmap

for success. There have been

short-term improvements and

a long-term strategy that pro-

vides the guidelines in which

Settlements operates.

From the introduction of the

“Shipley Code of Ethics,” when

he first started in Settlements,

to his inspirational “Quote of

the Week” emails, the first

thing you will notice is his

strong belief to always do the

right thing. Don’s core values

honesty, humility, respect,

transparency and excellence,

not only shine through him, but

he inspires others to be the

best they can be, not for him,

but for themselves.

Don has challenged the Settle-

ments group to identify issues

and opportunities. In his first

A Y E A R W I T H D O N . . .

six months,

Don has

created a

Settlements

Steering

Team, and

they have

developed a three-year strategy

that has balanced near-term im-

provements with long-term stabil-

ity. Other Strategy/Development

teams also were created to focus

on system performance, cost

management, staff enablement

and settlements governance.

We have already seen many in-

ternal changes within Settle-

ments including the realignment

of teams to better manage re-

source constraints. This will pro-

vide cross-training opportunities

and create a more versatile staff.

Working with our IT department,

we are stabilizing our systems for

the short term to allow for long-

term growth and development.

Other changes members may

have noticed is more engage-

ment in the working groups to

insure Settlements (both internal

and external) is well represented

across SPP.

While we may have some teams

with a stronger focus area than

others, Don is quick to point out

that we all make up “one team,”

and when we work together,

nothing is impossible!

Over the past year, I hope you

have had an opportunity to meet

Don and get to know him! Don

welcomes feedback from our

members any time.

SPP Settlements Mission Statement

We provide timely and accurate financial settle-

ments and consultative support to build stakeholder

confidence

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Page 2 S E T T L E M E N T S S P O T L I G H T

The new SPP.org has been up and running and the SUG webpage has a new look and feel. It not only al-

lows you a quick and easy way to register for SUG events, but we have many support documents orga-

nized and available online.

Each document group contains information and documents that provide

our settlement members with quick and easy access to the most up-to-

date documents. If you have not done so, please take the time to review

the available information, and let us know if you have any feedback or

suggestions via RMS, SUG meetings or the Settlements Mid-year Survey.

Current Marketplace Tech Specs

Settlements DEGs and WSDLs - Technical Guidelines and Specifications for Settlement API’s, including

Meter, Bilateral Settlement Schedules and Settlement Reports

Notifications DEG and WSDLs - Technical Guidelines and Specifications for SPP Settlement notification

web services. This describes in detail the exchange of data in the form of requests and responses to

allow users to develop their client software.

Sample Settlements Determinant Report XML – Includes both 5min and hourly sample Bill Determinant

reports. Also includes samples of Long, Short and regular days.

Current UI Guides - Integrated Marketplace Settlements User Interface – Step by step guide for settle-

ments portal applications such as Meter, BSS, Dispute Requests, Notifications, Calendars, Public/

Private Reports.

Integrated Marketplace Protocols – The most current versions of the Integrated Marketplace Protocols

SUG Monthly Meeting Materials - SUG meeting presentations and meeting materials

Reference Documents - Contains several sub-folders with useful settlements presentations and tools

Folder Settlements Integrated Marketplace Presentations contains the following documents:

Meter Presentation 2016 – The latest and greatest for reviewing meter data and meter submittal proce-

dures

BSS Presentation – Overview of BSS processing

Missing Meter Data – How to identify whether meter data has been submitted

Settlements Calibration – Overview of how calibration works with some high level examples

Folder Settlements_Integrated Marketplace_Reference Tools contains the following documents:

Charge Type by Transaction Chart – Chart that identifies the possible Charge Types that could apply to

an Asset Owner based on the type of Integrated Marketplace transaction.

Charge Type Overview Tool Kit – High level grouping of Settlements Charge Types

Integrated Marketplace Interaction Diagram – Processing Flow of the Integrated Marketplace showing

interactions between Market Participants and Markets.

Integrated Marketplace Dictionary – Dictionary and Quick Reference guide to Settlements Integrated

Marketplace

Charge Type Flip Chart – Training tool used to assist with the training of Settlements Integrated Market-

place Charge Types

H E L P F U L H I N T S – H O T L I N K S

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Page 3 V O L U M E 3 , I S S U E 1

The Settlements Production team would like to introduce you

to the newest members of their team: Kyle Knight, Nick

Walsh and Joe Bumgarner. Kyle Knight (Top) is a settlement

analyst at SPP. He received his B.B.A with an emphasis in fi-

nance from the University of Central Arkansas in 2012. He

was previously employed with Stephens Inc. of Little Rock

where he worked as account administrator. His hobbies in-

clude spending time at the lake, cross-country camping trips

and running our ETSE settlements system. Born in Memphis

Tenn., he currently resides in Little Rock with his wonderful

wife and one dog.

Nick Walsh (Middle) is a settlement analyst II at Southwest

Power Pool. He grew up in Morrilton, Ark. He has a wife and

two kids, (one daughter who is a third-year law student, and

one son who is heading to college). He was previously em-

ployed by Windstream, where he worked as an engineering

project manager. His hobbies include spending time at the

lake, hunting/fishing and gardening. His favorite ball teams

include but are not limited to the Arkansas Razorbacks, St.

Louis Cardinals and Dallas Cowboys (in a good year). He was

born in Huntington Beach, Calif., and he currently resides in

Conway, Ark. He has lived there since graduating from the Uni-

versity of Central Arkansas.

Some of you may recognize Joe Bumgarner (bottom) from SPP

modeling coordination, and he officially started SPP in Sep-

tember 2012, but Joe is now a very welcomed addition to our

settlements team as a settlement analyst. He received his B.S

in computer science from the University of Arkansas at Little

Rock. He was previously employed with Arkansas Electric Co-

operative of Little Rock where he worked in regulatory, plan-

ning and transmission design. Born in Wynne, Ark, he currently

resides in Saline County with his wife, two children, two cats

and a beagle.

We are glad to have all working on the produc-

tion team and part of our Settlements “one

team.”

W E L C O M E A B O A R D !

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S E T T L E M E N T S S P O T L I G H T Page 4

S E T T L E M E N T S M A R K E T S — D E V E L O P M E N T A N D T E S T I N G

Market Settlements Release—MSS 2.7 Completed with effective date of May 1, 2016

RR16 / MPRR190—MWP Start-Up Offer Recovery Eligibility Clarifications: Start-up offer costs eligible for

recovery as long as SCUC (both DA Market and RUC) considered them in making the commitment decision.

RR18/MPRR196—Ancillary Service SPP Manual Override on Regulation: Allows units that were cleared for

operating reserves in the day-ahead market to receive compensation via the OOME calculations when

those units are manually deselected in real-time (for operating reserves).

RR18/MPRR211—Self-Commit Run Time MWP Exemption: Provides clarity with regard to handling the situ-

ation when a resource’s self-committed run time is less than the resource’s minimum run time.

RR29/MPRR215—Product Substitution: Accounts for the situation where a higher quality product is substi-

tuted to meet a lower quality product requirement in the calculation of availability cost within the DA and

RUC Make-Whole-Payments.

Misc Defect Fix—Correction for Bill Determinant Report for yearly ‘running totals’: Moving several yearly

‘running totals’ from the daily results to the monthly results.

Upcoming:

Market Settlement Release—Internal development for Audit controls. This release will not be customer fac-

ing or impacting, but is required to automate and facilitate production audit controls.

RR161—Multi Configuration Combined Cycle Resource (MCR): Enhancements to use a netting approach to

allocate costs across the Day-Ahead MWPs, share costs between the Day-Ahead and RUC MWPs and

across the RUC MWP more consistently with the SPP commitment processes without additional complex

rules. The netting approach will also apply to non-MCRs. All Resources will use the netting approach to

determine the amount of commitment level costs that are eligible for recovery in the marketplace. This will

allow one set of rules to settle all Resources. This will keep the SCUC and Settlement consistent in their

assumptions about commitment level cost recovery across all Resources

MIPO and other project docs

Projected production date: March 2017

The Mid-Year Settlements survey is coming up in June, and while

we know your time is precious, we do appreciate your feedback.

The information we receive from the survey is used, along with

RMS tickets, SUG calls, emails, phone calls and other feedback,

to drive the SPP SUG Fall conference agenda, SUG training oppor-

tunities, newsletter items and other training opportunities. It pro-

vides us with areas to focus on and at what level the information

needs to be presented.

Survey feedback, along with Stakeholder Prioritization Quarterly

Review, can also help with project development/priority.

While we do enjoy the positive feedback, constructive criticism is

also greatly appreciated.

M I D - Y E A R S E T T L E M E N T S S U R V E Y

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201 Worthen Drive

Little Rock, AR 72223

Phone: 501.614.3200

Fax: 501.664.9553

E-mail: [email protected]

RMS: Settlement questions

Helping our members work together to keep the

lights on – today and in the future.

L E A R N I N G M A N A G E M E N T S Y S T E M ( L M S )

If you have not had a chance to visit the LMS lately, several new opportunities have been added by

SPP’s Customer Training group in the last few months. Please email [email protected] with any questions

on these offerings:

Overview of Reserve Zones (Self-Study) - SPP establishes Reserve Zones in

the Integrated Marketplace to ensure the deliverability of cleared Operating Re-

serves throughout the SPP Balancing Authority area. This 23 minute e-learning

module will aid your understanding of how Reserve Zones are established, and

why they are necessary. Calculations for Zonal minimum and maximum require-

ments will also be discussed, as well as impacts on Market Clearing Price (MCP).

Overview of Z2 Crediting Process (Self-Study) - This two-CBT curriculum is designed to provide Members

and Market Participants with an overview of the crediting process under Attachment Z2 of

the SPP Tariff. This course will explain (1) how Southwest Power Pool (SPP) fulfills the re-

quirements to comply with this section of the Tariff; and (2) the process for identifying and

distributing revenue credits related to an upgrade.

Long-Term Congestion Rights (LTCR) Overview - What is a Long-Term Congestion Right, or LTCR? An LTCR

is a financial instrument, similar to a Transmission Congestion Right, or TCR, that allows load serving enti-

ties (LSEs) and then non-LSEs to hedge long-term power supply arrangements for more than one year. The

LTCR Overview course will discuss the components of LTCRs and how they are allocated in the TCR Mar-

ket.

SPP Learning Management Center (LMS)


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