EDAC Market Trials Working Group (SE-73)

The IESO is establishing a Market Trials Working Group (MTWG) under Stakeholder Engagement Plan #73 (SE-73) in order to assist the IESO in the planning and execution of the EDAC Market Trials. This working group is primarily for those organizations who will be involved in the operational component of the trials for EDAC.

The objectives of these trials are:

• Demonstrate the readiness of both the IESO and market participant staff and systems to participate in the enhanced Day Ahead Commitment Process (DACP); and
• Ensure that market participants have the opportunity to demonstrate the integration of their business processes with the EDAC business procedures and technical deliverables and to test whether the new EDAC systems get the expected results during a range of scenarios.

Market Trials for EDAC are currently scheduled to begin in May 2011, with an expected fall 2011 in-service date.

Stakeholder Engagement Plan – MTWG (Revised – May 12, 2011)
Terms of Reference - MTWG (Revised – May 12, 2011)
MTWG Members

Market Trials Documentation:

Market Trials Test Plan (v1.0 Operations) Market Trials Communication Details v3.0

Market Trials Defect Reporting Form Link to: EDAC Market Trials - Portal Collaboration

EDAC Project Advisory Group (SE-73)

The IESO has established the Project Advisory Group under Stakeholder Engagement Plan #73 (SE-73) in order to facilitate project updates to stakeholders during the IT Design and Build phase of the EDAC project and carry out internal acceptance testing. This group will be consulted on important market facing milestones that will occur in 2011 such as training, development of market manuals, ability testing and scheduling for both Market Trials and in-service.

Market Trials for EDAC are currently scheduled to begin in mid-2011, with an expected fall 2011 in-service date.

Stakeholder Engagement Plan - PAG (August 13, 2010)
Terms of Reference - PAG (Final)
Advisory Group Members

Date Agenda/Minutes	Group	Supporting Material	Expected Actions
October 7, 2011 EDAC External Review	PAG MTWG	EDAC Settlements external review report	Reference
October 7, 2011	MTWG	EDAC Market Trials Testing Report, v1.0	Reference
October 4, 2011 Agenda Minutes	MTWG	Impact of Locational Marginal Prices (LMP) calculation in Day Ahead and real Time Miscellaneous EDAC Market Trials Testing Report	Information
September 30, 2011 Agenda		Workshop Invitation - Preparing for Enhanced Day-Ahead Commitment Process (DACP) Participation • Presentation
September 9, 2011 Agenda Minutes	MTWG	Action Item Summary – updates from July 17, 2011 Market Trials Defect Report EDAC In-Service Timeline RT-GCG Settlement Treatment EDAC Final Release Plan MPI “Portalization” Project Presentation RT-GCG Settlement Treatment Presentation	Information
September 8, 2011		Form 1181, 1552, 1721, 1702	Reference
August 26, 2011 EDAC Settlements Market Trials	MTWG	EDAC Settlements Market Trials Test Scenarios v3.0 (revised Appendix A: Compressed Settlements Calendar and Schedule)	Reference
August 18, 2011 EDAC External Review	PAG MTWG	Day-Ahead Calculation Engine (DACE) external review report	Reference
August 11, 2011 EDAC Forms		Form 1181, 1552, 1721, 1702	Reference
August 5, 2011 EDAC Settlements Market Trials	MTWG	EDAC Settlements Market Trials Test Scenarios v2.0	Reference
July 26, 2011 EDAC Settlements Market Trials	MTWG	EDAC Market Trials Test Plan v2.0 Market Manuals baselined for EDAC Settlements Market Trials (v4.0)    • MM5 Settlements Part 5.5 Physical Markets Settlement Statements v4.0    • MM9 Part 9.5 Settlement for the Day-Ahead Commitment Process v4.0    • IESO Charge Types and Equations v4.0 EDAC Settlements Market Trials Test Scenarios v1.0	Reference
July 7, 2011 Agenda Minutes	MTWG	EDAC Market Trials Test Plan v1.1	Review and Comment
June 30, 2011 Agenda Minutes	MTWG	Settlements Market Trials Overview Settlements Market Trials Scenarios Settlements Market Trials Approach	Review and Comment
May 24, 2011 EDAC Market Trials Ability Testing	MTWG	• Ability Testing for Market Trials – Guideline and Checklist	Reference
May 24, 2011 EDAC Market Trials Manuals and Forms	MTWG	Market Manuals (Operations) – EDAC Baseline 4.0 for Market Trials:     • Market Manual 1: Part 1.1     • Market Manual 1: Part 1.2     • Market Manual 4: Part 4.0     • Market Manual 4: Part 4.2     • Market Manual 4: Part 4.3     • Market Manual 7: Part 7.2     • Market Manual 7: Part 7.3     • Market Manual 9: Part 9.0     • Market Manual 9: Part 9.1     • Market Manual 9: Part 9.2     • Market Manual 9: Part 9.3     • Market Manual 9: Part 9.4 EDAC Enrolment Forms (Word Documents) – EDAC Baseline 4.0 for Market Trials: • IMO_FORM_1181 Facility Profile • IMO_FORM_1152 Real Time Generation Cost Guarantee and Day-Ahead production Cost Guarantee Data Form • IESO_FORM_1702 Combined Cycle Plant Form • IESO_FORM_1721 Implementation of Three-Part Offers	Reference
May 19, 2011 Agenda Minutes	MTWG	• Market Trials Timelines and Key Events v1.0 • Market Trials Portal Structure • Market Trials Test Case – Sample • Market Trials Test Execution Form - Sample	Information
May 12, 2011	MTWG	• Communication
May 2, 2011 Agenda Minutes	MTWG	• EDAC Market Trials Administration	Information
May 2, 2011 Agenda Minutes	PAG	• Market Manual 9.5 – Settlement for the Day-Ahead Commitment Process , v3.0 • IESO Charge Types and Equations v0.1 • Link to IESO Settlements Test Cases	Information
March 31, 2011		• Communication • Draft Stakeholder Engagement Plan (SE-73) Market Trials Working Group (Revised) • Draft Terms of Reference Market Trials Working Group (Revised)	Review and provide comments
March 24, 2011 Agenda Minutes		• Draft Stakeholder Engagement Plan (SE-73) Market Trials Working Group • Draft Terms of Reference Market Trials Working Group • Market Trials Test Plan – 3rd draft	Review and provide comments
February 24, 2011 Agenda Minutes		Action Item #45 Market Trials test Plan – 2nd draft Summary of Market Manual Revisions DACP Market Place training Guide	For discussions Review and provide comments Information
January 24, 2011 Agenda Minutes		EDAC project – IESO Internal Testing Summary
December 17, 2010		Market Manuals – EDAC Baseline 2.0    • Market Manual 1: Part 1.1    • Market Manual 1: Part 1.2    • Market Manual 4: Part 4.0    • Market Manual 4: Part 4.2    • Market Manual 4: Part 4.3    • Market Manual 5: Part 5.5    • Market Manual 7: Part 7.2    • Market Manual 7: Part 7.3    • Market Manual 9: Part 9.0    • Market Manual 9: Part 9.1    • Market Manual 9: Part 9.2    • Market Manual 9: Part 9.3    • Market Manual 9: Part 9.4    • Market Manual 9: Part 9.5	Reference
December 8, 2010		EDAC Enrolment Forms version 1.0 for EDAC Test Data: EDAC_IESO_FORM_1552 Real-Time Generation Cost Guarantee and Day-Ahead Production Cost Guarantee Data Form EDAC_IESO_FORM_1702 Combined Cycle Plant Form EDAC_IESO_FORM_1721 Implementation of Three-Part Offers EDAC_IMO_FORM_1181 Facility Profile	Submit completed forms to IESO EDAC project at edac@ieso.ca or by fax to 905-403-6902 by December 17, 2010.
November 30, 2010 Agenda Minutes		• Enrol Facility Process    • Walk Through Presentation    • Draft DACP Marketplace Training Guide v0.2    • EDAC Enrolment Forms (Word documents) IMO_FORM_1181 Facility Profile IMO_FORM_1552 Spare Generation On Line & Day Ahead Production Cost Guarantee Data Form IESO_FORM_1702 Combined Cycle Plant Form IESO_FORM_1721 Implementation of Three-Part Offers • Market Manual Updates from September 30th PAG    • Summary of Updates    • Revised Market Manuals (red-line documents) Market Manual 5: Part 5.5 Market Manual 7: Part 7.3 Market Manual 9: Part 9.1 Market Manual 9: Part 9.2 Market Manual 9: Part 9.3 Market Manual 9: Part 9.4 Market Manual 9: Part 9.5 • Market Trials Test Plan	Review and provide comments
October 28, 2010 Cancelled		• Market Manuals (revised to incorporate comments; red-line documents) MM 9.2 (v1.1) MM 9.3 (v1.1) MM 9.5 (v0.5) • Structure of Market Trials v2.0 (revised to incorporate comments, red-line document) • Market Rule Amendment True-Ups (revised to incorporate comments)	Review and provide comments
September 30, 2010 Agenda Minutes		• Revised Market Manual 9.5 v0.4- Settlement for the Day Ahead Commitment Process • Revised Market Manual 9.5 - Settlement for the Day Ahead Commitment Process • Summary of Market Manual Revisions    • Market Manual 1: Part 1.1       IESO_Form_1721    • Market Manual 1: Part 1.2    • Market Manual 2: Part 2.14    • Market Manual 4: Part 4.0    • Market Manual 4: Part 4.2    • Market Manual 4: Part 4.3    • Market Manual 5: Part 5.5    • Market Manual 7: Part 7.2    • Market Manual 7: Part 7.3 • DACP Failure Report Set • Procedure for Failure to Load Commitments • Submit 3 Part Offers • Market Rules True-up for EDAC • Structure of Market Trials	• Review draft Market Manuals for Enhanced DACP • Update on EDAC project implementation • Market Rules updates required • Review of Market Trials structure
August 26, 2010 Agenda Minutes		• Settlement under Admin Pricing • Introduction to EDAC Market Rule True-Ups • Comments on EDAC Market Manuals:    • OPG    • Sithe • Market Manual 9.5 Settlement for the Day Ahead Commitment Process • Response to comments on MM9 Parts 9.0 to 9.4	• Review Draft Market Manuals for Enhanced DACP • Update on EDAC Project Implementation • Market Rules Updates Required • Market Participant Requirements for Market Trials
July 15, 2010 Agenda Minutes (Final)		• Revised Terms of Reference • Market Manual 9.0 • Market Manual 9.1 • Market Manual 9.2 • Market Manual 9.3 • Market Manual 9.4 • Market Trials Planning
June 11, 2010 Agenda Minutes (Final)		• Draft Terms of Reference • Schedule of Stakeholder Activities • Changes to Market Manuals • EDAC Timeline	• Review Draft Terms of Reference

Note: From June through August 2011, weekly conference calls will be held for market trials operation.

Materials, including agendas for the working group will be available to members within the web portal and on this webpage. For any assistance, send a request to stakeholder.engagement@ieso.ca.