RTOWE Onboarding Project Kick-Off for RTO West Expansion
The RTOWE Onboarding Project Kick-Off presentation focuses on responsibly and economically maintaining power supply. It includes information on readiness, agenda, training, stakeholder relations, and major milestones for the project's success by April 1, 2026.
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RTOWE ONBOARDING PROJECT KICK OFF RTO WEST EXPANSION ONBOARDING AND READINESS PRESENTATION Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool SouthwestPowerPool
HOUSE KEEPING Please keep phones on mute Please feel free to stop me and ask questions This presentation will be sent to all attendees after the meeting If an Onboarding Team member was unable to attend today, please forward the presentation When you put this presentation in presenter mode clicks will be active 2 SPP Internal Only
AGENDA Readiness Timeline Onboarding Team Introduction Meetings Local Security Administrator Responsibilities Model Coordination - AH Agreement All Market Participants Naming Conventions Asset Owning Appendix B MCST User Guide Asset Owning Resource Information Asset Owning 3 SPP Internal Only
AGENDA Onboarding Training MTE Connectivity Testing SPP Offers If you are interested ACH Auto Debit Optional Public FTP Site Wind Forecast Data Transmission Congestion Rights Participation TCR - Network Data SPP Information and Offers Lesson Learned Contact Information 4 SPP Internal Only
READINESS Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool 5 SouthwestPowerPool
READINESS What does Readiness mean for the project? Stakeholder Relations will be reporting both internally and externally on the progress of each Market Participant while onboarding. Each Market Participant will provide a percentage of completion on major milestones within the project, if a percentage is low this will let SPP know that an outreach to the Market Participant maybe needed for assistance. A list of the major milestones will be provided five days prior to the next bi-weekly meeting. Companies will list their percentage and we will compile and communicate the data. This information is vital to the success of the project so we all make it to April 1, 2026 together. 6 SPP Internal Only
READINESS MAJOR MILESTONES Five days prior to next bi-weekly meeting Fill in percentage complete Send copy to Onboarding Specialist Onboarding Specialist will compile the data Provide data to internal and external project teams Start On Due On Percentage Complete Task Name Onboarding Registration - Credit Approval 7/14/23 2/27/25 Credit Documentation & Approval -Established MPs 2/1/24 5/29/24 Credit Documentation & Approval - New MPs 7/14/23 6/18/24 Embedded Entities - Credit Documentation & Approval 7/14/23 6/18/24 7 SPP Internal Only
RTOWE TIMELINE Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool 8 SouthwestPowerPool
RTOWE UPCOMING 6-MONTHS MILESTONES 04.01.24 04.16.24 MOPC Approval 10.31.23 Tariff Internal Draft Approval SPP Development Begins 07.01.23 Signatures 5.31.24 File with FERC 01.16.2024 04.16.2024 Round 2 Tariff 10.31.23 01.16.2024 Round 1Tariff Q3 Q1 Q4 Q2 Q3 Q4 2023 2024 08.01.23 03.31.24 Tariff & Member Onboarding 04.01.24 12.31.2024 SPP Development 10.02.23 07.01.2024 Requirements & Design 10.01.2024 07.01.2025 SPP Internal Testing (SAT, SIT/FIT) 04.01.24 All Embedded Entities declare intent Notes: Tariff and stakeholder process through filing with FERC, 18-months for approval from FERC. 9 SPP Internal Only
RTOWE HIGH LEVEL TIMELINE 04.16.24 MOPC Approval 10.31.23 Tariff Internal Draft Approval 07.01.23 Signatures 5.31.24 File with FERC 01.16.2024 04.16.2024 Round 2 Tariff 10.31.23 01.16.2024 Round 1Tariff Q3 Q1 Q4 Q2 Q3 Q4 2023 2024 08.01.23 03.31.24 Tariff & Member Onboarding 04.01.24 12.31.2024 SPP Development 10.02.23 07.01.2024 Requirements & Design 10.01.2024 07.01.2025 SPP Internal Testing (SAT, SIT/FIT) 04.01.24 All Embedded Entities declare intent 05.01.25 All Onboarding Packets turned in and complete 12.01.2025 04.01.2026 BAA Certification/ Shadow Operations Q1 Q2 Q4 Q1 Q2 Q3 2026 2025 04.01.25 12.31.2025 Member Testing 04.01.26 Go Live 12.15.25 Congestion Hedging Go Live 10.01.2024 07.01.2025 SPP Internal Testing (SAT, SIT/FIT) 10 SPP Internal Only
IMPLEMENTATION TIMELINE 2023 2024 2025 2026 Activity Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Commitment agreements 7/1, 10/10 Tariff and member on-boarding 8/1-3/31 Requirements and design 10/2-7/1 MOPC approval 4/1 Development 4/1-12/31 Internal Testing (SAT, SIT/FIT) 10/1-7/1 Member Testing 4/1-12/31 Congestion Hedging Go Live 12/15 Parallel Operations 1/26-4/1 Go-live 4/1 11 SPP Internal Only
ONBOARDING DOCUMENTATION REQUEST MANAGEMENT SYSTEM (RMS) Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool 12 SouthwestPowerPool
GROUPS OF COMPANIES ONBOARDING GROUP 1 Companies that are currently registered with SPP in both the Integrated Marketplace and West Energy Imbalance Services. This group has completed almost all or all credit, legal, and LSA registration documents Review and update current registration MCST User Guide (possibly to remove resources or add new ones) GROUP 2 Companies that are currently registered with SPP in the West Energy Imbalance Services Update credit, legal and LSA registration documents Review and update current registration MCST User Guide (these resources will be added to the RTO Market, removing any resources) GROUP 3 Companies that have not registered with SPP before as a Market Participate in either the Integrated Marketplace and West Energy Imbalance Services Complete credit, legal and LSA registration documents Review and Update new registration MCST User Guide (Appendix B) All Groups Attend any RTOWE training Complete RTOWE testing 13 SPP Internal Only
ONBOARDING DOCUMENTATION Credit Documents: SPP Bank Information Request Form - Payments from SPP (required) ACH Draft (Debit) Authorization Form - Authorize auto debit payment to SPP (optional) Appendix A Credit Application Appendix B Credit and Security Agreement Appendix E of Attachment X - Officer Certification Compliance Letter One of the following to meet minimum participation requirements, based on Section 3.1.1.8 of the credit policy: Appendix C Form of Irrevocable Standby Letter of Credit Appendix D Guaranty Forms Cash and W9 (optional) Legal Documents: Attachment AH - Market Participant Agreement (ALL MPs will need to complete this form) Attachment AM Meter Agent Agreement (Asset Owning MPs only) LSA Form: Local Security Administrator (Corporate representative should be a member of the company who can determine a resource who will have the responsibility of granting access to the SPP Market Portals and approving RMS users to be added to their organization) 14 SPP Internal Only
REQUEST MANAGEMENT SYSTEM (RMS) SPP uses the IssueTrak application called Request Management System (RMS). This ticketing system will hold each Market Participants Onboarding ticket. The application is secure and will allow sensitive documents to be uploaded safely. Additional Onboarding Team Members maybe be added to our ticket. The Team member will need to create an RMS account: RMS Home Page 15 SPP Internal Only
ONBOARDING TEAM Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool 16 SouthwestPowerPool
ONBOARDING TEAM Role Responsibility SPP Onboarding Specialist Liaisons between SPP and the Market Participant to ensure all procedures are completed through out the onboarding process. Assists each Market Participant in completing appropriate registration documents, registration spreadsheet information and modeling of assets (resources and loads). Responsible for training information and catalog for Market Participants to complete. SPP Model Coordination SPP LMS Administrator SPP Test Lead Responsible for the creation and execution of the MTE Connectivity and Member Testing phases of the project, including test checklists, verification forms, and issues while testing. Responsible for Settlements sections of the MTE Connectivity and Member Testing phases of the project. Responsible for questions during MTE Connectivity testing phase. Responsible for answering questions and maintaining relationships with Market Participants once the project is completed. SPP Settlements Test Lead SPP Tech Lead Stakeholder Business Partners 17 SPP Internal Only
ONBOARDING MEETINGS ORGANIZATIONAL MEETINGS Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool 18 SouthwestPowerPool
MEETINGS Market Participant Meetings Project kick-off call Bi-weekly calls MTE connectivity call/member testing Organizational Group Meetings What is a working group, user forum and advisory group? How do I subscribe? Which ones should I attend? 19 SPP Internal Only
MARKET PARTICIPANT MEETINGS During this project, Market Participants will participate in three types of meetings. Project kick Project kick- -off call: off call: Held via conference phone and WebEx to explain onboarding procedures Bi Bi- -weekly calls: weekly calls: Held via conference phone and WebEx, Market Participants will have a two hour call with the onboarding team once every two weeks for project status, project readiness, and Q&A MTE connectivity kick MTE connectivity kick- -off call/member testing: off call/member testing: Held via conference phone and WebEx to explain MTE testing procedures 20 SPP Internal Only
STAKEHOLDER GROUP Working Groups: Working Groups: Develops and oversees policies and procedures related to aspects of markets and actions within the markets. Open for all stakeholders. User Forums: User Forums: Representatives with similar interests who use a particular service and product. Provides feedback for enhancing those services or production. Open for all stakeholders. Advisory Groups: Advisory Groups: Advise on Revision Requests, policy and procedures issues that fall within the group s scope, not approval. Advise SPP stakeholders on important issues related to the groups scope. Representatives who have applicable specialized skills and expertise. 21 SPP Internal Only
SUBSCRIBE TO STAKEHOLDER GROUP EMAIL LISTS To subscribe to a stakeholder group distribution list Browse to SPP.ORG Click on create account Use the drop down arrow next to Exploder Lists Select as many as you find necessary. (Check next slide before submitting.) Click Submit 22 SPP Internal Only
GROUPS ENGAGED IN RTOWE Change User Forum (CUF) Cost Allocation Working Group (CAWG) Economic Studies Working Group (ESWG) Market Working Group (MWG) Operating Reliability Working Group (ORWG) Supply Adequacy Working Group (SAWG) Transmission Working Group (TWG) Regional Tariff Working Group (RTWG) SEAMS Advisory Group (SAG) 23 SPP Internal Only
LOCAL SECURITY ADMINISTRATOR RESPONSIBILITIES DOCUMENTATION Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool 24 SouthwestPowerPool
LSA RESPONSIBILITIES The LSA is the primary person at your company who can perform the following in the SPP portal: LSAs CANNOT: Add another LSA SPP has to set the LSA up - this will require a RMS ticket Remove another LSA SPP has to do this this will require a RMS ticket If an LSAs password has expired and they can t get into the portal the backup LSA will need to reset the password for them Add, edit, and delete users Assign and remove roles for users Assign and remove roles for themselves and other LSAs under their own entity code Reset their own password Update their own certificate They will also vet and approve users requesting RMS access. Anything an LSA can do for a user they can now do for themselves. 25 SPP Internal Only
LSA DOCUMENTATION uaa.spp.org/ > MENU > Administration > User Administration > Menu > LSA Documentation Once your LSA has been granted access to the MTE (Testing) and Production Portals, the LSA will be able to access the following documentation. LSA Portal Job Aid: Step by Step instructions for user administration Portal Application Role Reference Guide: This will help an LSA determine which roles will need to be assigned to which users to have access in the Integrated Marketplace Portals 26 SPP Internal Only
OATI INFORMATION SPP uses Open Access Technology International (OATI ) digital certificates only Certificate registration Each resource (including the LSA) will need a digital certificate Registration Click the Registration link above, this will take you to OATI page, click the Registration button at the top left of the page: Open the Company Registration Info first 27 SPP Internal Only
MODEL COORDINATION Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool 28 SouthwestPowerPool
OPTIONS FOR ENTITIES 1. Join another Balancing Area May require pseudo-tie(s) out of the SPP Balancing Area 2. Stand up your own Balancing Area service May require pseudo-tie(s) out of the SPP Balancing Area 3. Become a Market Participant in the SPP Balancing Area 4. Find an entity to represent you as Market Participant 29 SPP Internal Only
PSEUDO-TYING ASSETS INTO AND OUT OF THE SPP BA What is a pseudo-tie? Dynamic transfer accounted for in the NAI portion of the ACE equation SPP Tariff Attachment AO Addendum 1 Agreement between SPP , External BA, and Market Participant New/additional transmission service may be required, which provides opportunity for a DAMKT congestion hedge Real-time congestion and losses market settlements still apply for pseudo-tied out assets 30 SPP Internal Only
THESE FACTORS DRIVE THE NEED FOR CHANGE Existing Balancing Areas (WACM and WAUW) are ceasing to provide balancing services. SPP BA will be created to cover the load and generation in the existing Balancing Areas. Creation of this BA will require preparation. 31 SPP Internal Only
WHAT IS CHANGING? Balancing Area boundary Need to identify all differences between the new SPP West BAA boundary and the existing WACM and WAUW boundaries. All generation and load within the SPP West BAA must register as a full participant in the SPP Marketplace. SPP will become responsible for the NERC BA responsibility. Tariff boundary Need to identify all facilities that will move under SPP s functional control. Need to confirm/review/convert Transmission Service. Need to move in-flight GIA into SPP s GI process We will be working with those companies that are not SPP Transmission Customer to complete that registration. 32 SPP Internal Only
AFFECTED BALANCING COORDINATORS & TRANSMISSION OPERATORS Internal TBD External 33 SPP Internal Only
UNVERIFIED TIES BETWEEN BA/TOP AREAS Source Target Physical WACM PACE WACM PSCO WACM APS WACM WALC WACM BHCE WACM PNM WACM TGT2 Pseudo 8 11 2 1 0 0 0 Ties 32 31 4 4 3 2 1 Source Target Physical Pseudo Ties 24 20 2 3 3 2 1 CSU PSCO 3 2 5 PRPA PSCO 4 0 4 PRPA TGT2 2 0 2 TGT1 PSCO 10 5 15 TGT1 TGT2 6 5 11 TGT1 PACE 3 0 3 WAUW NWMT 3 2 5 34 SPP Internal Only
AFFECTED ENTITIES We need your help to: Identify entities on transmission that will move under SPP s function control. Identify entities that currently receive BA services from WACM or WAUE. Will be posted on SPP.org for reference. 35 SPP Internal Only
WHAT ARE THE TELEMETRY AND METERING REQUIREMENTS? Marketplace Protocols Section 4 Telemetry requirements for resources SPP ICCP Handbook Specific requirements for telemetered Resource and BA data Document password can be obtained from Onboarding Specialist New ICCP connections can take up to 6 months If not using an existing connection for required telemetry, please advise as soon as possible Marketplace Protocols Appendix C Grandfathered metering equipment (Section 5) [must be] capable of providing at least hourly kWh interval data information 36 SPP Internal Only
MODEL COORDINATION AH Agreement Market Participant Agreement Appendix 1 Appendix B MCST User Guide (registration spreadsheet) Naming conventions OATI EIR and OASIS Registration Information CROW (Outage Tool) 37 SPP Internal Only
AH AGREEMENT The AH Agreement is the agreement between SPP and the company requesting to become a Market Participant. There are two places where the effective/production date is required on this agreement The Service Agreement date refers to the effective date or production date of the Market Participant. 38 SPP Internal Only
AH AGREEMENT LAST PAGE On the last page of the agreement is the This date refers to the effective date or production date of the Market Participant. 39 SPP Internal Only
APPENDIX 1 OF AH AGREEMENT All MPs must complete both The MP information and Asset Owner Information sections. Even though FOs do not have Assets, our system will need an asset owner name for billing purposes. If an AO MP is registering as a Transmission Customer, this section will need to be completed as well. 40 SPP Internal Only
APPENDIX B OF MCST USER GUIDE 41 SPP Internal Only
NAMING CONVENTIONS Section 6.7 of the SPP protocols provides guidance on SPP naming conventions for the following: Settlement Locations (SL) Meter Data Submittal Locations (MDSL) Source and/or Sink Name Resource Asset Name Load Asset Name 42 SPP Internal Only
OATI EIR AND OASIS REGISTRATION INFORMATION EIR Registration #1: Asset Owning Market Participants must register their assets Source/Sink in OATI webRegistry. Electric Industry Registry (EIR) is an industry-wide database managed by OATI but owned by the North American Electric Standards Board (NAESB). These registrations must be in place to allow you to schedule any confirmed reservations you own. Registration #2: Transmission Customer will register with WebRegistry as a Purchasing Selling Entity (PSE) & with OATI OASIS as a customer. If the Transmission Customer is mapped to a Market Participant they will also need to register SPP s North and South Hubs for tagging purposes. OATI is the vendor that manages the SPP OASIS site and this registration as a customer of OATI will allow you access to the SPP OASIS. This registration is critical as this registration must be in place (allowing SPP to recognize your TC as a valid, active Transmission Customer). 43 SPP Internal Only
CROW SPP and MPs use this tool to manage impacts of forced outages, coordinated future maintenance and system expansion, and make smart decisions that benefit our region. Asset-owning market participants need to register with SPP s Outage Coordination group Instructions and request forms are located here. You can download the form, but don t submit until PROD access is granted. 44 SPP Internal Only
TEST POWER If you have resources that come online prior to your production date and you wish to submit test power into the market: Notify the Onboarding Specialist Coordination with the Operations Desk is required via a spreadsheet that the Onboarding Specialist will provide. Spreadsheet will need to be completed daily Total amount of MWs not to exceed 10MW Your company will not be paid for the test power 45 SPP Internal Only
TRAINING AND EDUCATION LEARNING MANAGEMENT SYSTEM Working together to responsibly and economically keep the lights on today and in the future. SPPorg southwest-power-pool 46 SouthwestPowerPool
TRAINING AT A GLANCE Phase 2: Phase 1: Topic-Based Training Sessions Introduction to RTO Membership Phase 3: Phase 4: Day in the Life RTO Participation On-Going Training and Performance Support 47 SPP Internal Only
WHAT TO EXPECT IN 2024 Phase 1: Introduction to RTO Membership TCRs Overview and preparation for the Transmission Congestion Rights (TCR) market Introduction to SPP and RTOWE: Participating in an RTO Becoming a Consolidated Balancing Authority Introduction to the Integrated Marketplace 48 SPP Internal Only
WHAT TO EXPECT 2025-2026 Phase 2: Topic- Based Topical courses focused on RTO participation, including markets, settlements, congestion, etc. Phase 3: Day in the life Preparing for Go Live! How to perform daily markets and operations tasks Phase 4: On-Going Training Any gaps identified during Parallel Ops and/or post Go- Live 49 SPP Internal Only
TRAINING OFFERINGS FORMATS SESSIONS REGISTRATION SPP Learning Center is used for course registration ILT and VILT classes will be offered multiple times to accommodate varying shift rotation schedules Instructor Led Virtual Instructor Led Virtual courses may be recorded and posted for those that cannot attend eLearning 50 SPP Internal Only
