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Integrated Schedule Review

2. Integrated Schedule Review. December 10, 2008. Agenda. Program Changes (Janet Ply)Preliminary Nodal Integrated Master Schedule (Janet Ply)Scope (Janet Ply)Schedule Assumptions (Janet Ply)Work Remaining by Project (Core PMs)Integration Activities (Mike Bianco)EDS Activities (Matt Mereness)K

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Integrated Schedule Review

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    1. December 10, 2008 TPTF Integrated Schedule Review Nodal PMO

    2. 2 Integrated Schedule Review December 10, 2008 Agenda

    3. 3 Integrated Schedule Review December 10, 2008 Program Changes Reorganized the entire program to eliminate project silos; instill accountability; put the right people in the right roles; streamlined delivery Changed leadership: Ron Hinsley is the Executive Sponsor and the Executive Director; Janet Ply now leads the nodal Program Management Office (PMO) Projects were reorganized into core and supporting projects; core projects own end-to-end delivery Developed a Nodal Master Integrated Schedule; identified hundreds of project inter-dependencies that were previously unknown Developed comprehensive program controls that are used rigorously to manage work Increased executive involvement in anything that affects program scope Increased vendor oversight and vendor accountability; have put ERCOT staff onsite and have vendor staff onsite at ERCOT during critical times Staffing has been reviewed; 108 contractors have left the nodal program since June; 18 contractors have been converted to ERCOT employees Increased ERCOT home team involvement in several key areas Resource Asset Registration Form (RARF)Resource Asset Registration Form (RARF)

    4. 4 Integrated Schedule Review December 10, 2008 Restructured Projects Network Model Management System Linda Clarke leads this effort Established data quality teams for the RARF data collection from Market Participants and for “nodalizing” the zonal seed for the network model (Common Information Model (CIM)) ERCOT Readiness and Transition Murray Nixon leads ERCOT readiness and transition (i.e. business process development) EDS Matt Mereness leads EDS and MP readiness metrics Enterprise Integration Services, Integration Testing Combined these projects, renamed to Systems Integration and moved under the PMO Mike Bianco leads this effort and comes from CAISO Consolidated the zonal and nodal integration testing teams into one, added structure COMS team Hope Parrish, ERCOT Manager, leads this team Justin Rasberry brought in to oversee Settlements and Billing and Commercial Systems Interfaces (CSI) Reorganized the Credit Management and Monitoring (CMM) team to accelerate progress Resource Asset Registration Form (RARF)Resource Asset Registration Form (RARF)

    5. 5 Integrated Schedule Review December 10, 2008 Results of Changes A high level of executive oversight and involvement The right people in nodal leadership positions Strong program controls and processes Vendor focus Team member accountability Sense of urgency to deliver the Nodal program on schedule

    6. 6 Integrated Schedule Review December 10, 2008 Preliminary Nodal Integrated Master Schedule In June, PMs replanned the nodal program across all project teams resulting in An improved understanding of the scope of the work required through go-live, now scheduled for Dec.1, 2010 A comprehensive understanding of cross project dependencies for the nodal program A detailed integrated master schedule for the nodal program that is the single source of record for all nodal work to be performed (~5400 activities) Most importantly, a realistic schedule with a high degree of confidence that the nodal program can be delivered on schedule Integrated master schedule has undergone numerous reviews and audits ERCOT has been using this integrated schedule and supporting reports successfully to manage the program and project critical paths ERCOT needs to incorporate MP activities and feedback, scheduled for TPTF meeting on Tuesday, Dec. 16, before the schedule can be finalized

    7. 7 Integrated Schedule Review December 10, 2008 Scope Nodal program scope included in the integrated schedule Approved requirements and conceptual system design documents All NPRRs approved through Nov.17, 2008 Additional scope to process to be included Remaining business process work Remaining requirements traceability work No impact to the program critical path for this work Note 1: No schedule contingency has been included in the integrated master schedule; any additional scope/effort that is required will go through the nodal change control process and impacts to the schedule and budget will be captured Note 2: Removing and/or clarifying scope that affects any of the nodal systems at this point does not necessarily decrease effort

    8. 8 Integrated Schedule Review December 10, 2008

    9. 9 Integrated Schedule Review December 10, 2008 Schedule Assumptions No new software vendor releases will be required past what is already planned (remaining scheduled releases will be covered in each individual project) Preserved the EDS durations as defined in the handbooks Market participant activities that were placed on hold are not restarted until the NMMS/EMS/MMS5 systems are on a synchronized model (schema and data set) Market participants will continue to participate in ongoing nodal EDS activities

    10. 10 Integrated Schedule Review December 10, 2008 Work Remaining – NMMS

    11. 11 Integrated Schedule Review December 10, 2008 Work Remaining - Model Dec.10: Synchronized Model (v1.21 schema and data set) Jan. 8: Validated Model (v1.21 schema and data set) Mar. 9: Validated Model with Final RARF data (v1.21 schema and data set)

    12. 12 Integrated Schedule Review December 10, 2008 Work Remaining – EMS

    13. 13 Integrated Schedule Review December 10, 2008 Work Remaining – MMS

    14. 14 Integrated Schedule Review December 10, 2008 Work Remaining – MMS UI

    15. 15 Integrated Schedule Review December 10, 2008 Work Remaining – Outage Scheduler

    16. 16 Integrated Schedule Review December 10, 2008 Work Remaining – CRR

    17. 17 Integrated Schedule Review December 10, 2008 Work Remaining – COMS

    18. 18 Integrated Schedule Review December 10, 2008

    19. 19 Integrated Schedule Review December 10, 2008 Outline of Discussion Breadth of Integration Work What’s Remaining? Integrated Releases Integrated Release 4 Activities Integrated Release 5 Activities Operational Readiness Activities

    20. 20 Integrated Schedule Review December 10, 2008 Breadth of the Systems Integration Effort

    21. 21 Integrated Schedule Review December 10, 2008 Integrated Release Milestones

    22. 22 Integrated Schedule Review December 10, 2008 Integrated Release Timeline

    23. 23 Integrated Schedule Review December 10, 2008 Integrated Release 4 Activities

    24. 24 Integrated Schedule Review December 10, 2008 Integrated Release 5 Activities

    25. 25 Integrated Schedule Review December 10, 2008 Operational Readiness Activities

    26. 26 Integrated Schedule Review December 10, 2008

    27. 27 Integrated Schedule Review December 10, 2008 Outline of Discussion Revisit why EDS4 DAM/RUC/Settlements testing stopped Lessons Learned from EDS in 2007/2008 Current EDS Delivery Challenges Details of 2009 Market Activities Monthly view of 2010 Market Activities

    28. 28 Integrated Schedule Review December 10, 2008 Revisit why EDS4 DAM/RUC/Settlements testing stopped Behind schedule in delivering a validated model with final RARF data Significant workarounds put in place but did not solve the integrity problems DAM results were not meaningful due to data issues MP involvement declined over time when DAM results were not valid ERCOT system integration components were not in place

    29. 29 Integrated Schedule Review December 10, 2008 Lessons Learned from EDS in 2007/2008 ERCOT Benefits Visibility of market generated bids/offers and submission structures More production-like testing of Web Services & Market rules Earlier feedback from Market Participants Market Benefits Exercised interfaces with ERCOT Better understanding of how the technology and rules are implemented Opportunity for end-users to put hands on the systems Opportunity to receive and analyze data from ERCOT to load into MP systems ERCOT Challenges MP integration was prioritized over internal integration Throw-away development of work-arounds to overcome system limitations Project SMEs were pulled to support EDS issues

    30. 30 Integrated Schedule Review December 10, 2008 EDS and Market Activities 2009

    31. 31 Integrated Schedule Review December 10, 2008 EDS and Market Activities 2009

    32. 32 Integrated Schedule Review December 10, 2008 EDS 2010 Timeline

    33. 33 Integrated Schedule Review December 10, 2008 Feb 2010 – Resume EDS on integrated systems EDS activities Execute SCED with the objective of publishing LMPs for 6 months Publish SCED reports (RT LMPs etc) Test communication of DAM inputs and outputs Execute DAM 2 days per week with Market Data Post AS Obligation, QSE Load Ratio Share, AS plan Issue DAM Awards and Notifications (Awarded AS, Awarded Energy bid etc) Publish DAM hourly reports (DAM LMPs, DAM MCPC etc) Conduct mock CRR annual auction Publish CRR auction results Outage Scheduler open to MPs for submissions Perform Outage Evaluation testing Publish Outage Scheduler reports (Approved outages, rejected etc) Publish Available Credit Limit on MIS Seek TPTF approval for test Network Model to be used for Settlements testing

    34. 34 Integrated Schedule Review December 10, 2008 Mar 2010 – Execute DAM and RUC, publish Settlements for DAM and conduct CRR auction EDS activities Continue execution of SCED for publishing LMPs for 6 months and publish reports Continue execution of DAM 2 days per week with Market Data, issue notifications and publish results Conduct 2 hour LFC test with CIM Execute HRUC and DRUC 2 days per week with Market Data Publish RUC results Committed and decommitted units Active binding transmission constraints used in RUC Publish Settlement Statements, Invoices and Extracts for DAM DAM Settlement and Resettlement Statement CRR Balancing Account Invoices DAM Invoice CARD Invoices DAM Resettlement Invoice DAM Late Fee Invoices DAM Consolidated Operating Day Extracts DAM Market Operating Day Extracts Public Reference Data Extract Settlement Input Data Extract Conduct OS Performance test Publish test CRR annual auction results Conduct Integrated CRR monthly auction

    35. 35 Integrated Schedule Review December 10, 2008 April 2010 – Execute DAM 5 days per week, publish RTM Settlement statements and conduct LFC tests EDS activities Continue execution of SCED for publishing LMPs for 6 months and publish reports Publish mock Integrated CRR auction results Conduct 8 hour LFC test with CIM Execute DAM and DRUC 5 days per week, issue notifications and publish results Execute HRUC 4 days per week Begin SASM execution Issue SASM notifications Awarded AS offers Publish SASM reports SASM MCPC Total Ancillary Service procured Aggregated Ancillary Service Offer Publish Settlement Statements, Invoices and Extracts for RTM and DAM RTM Initial, Final, True-up and Resettlement Statement RTM Initial, Final, True-up and Resettlement Invoice RTM Consolidated Operating Day Extract (RTM CODE) RTM Market Operating Day Extract (RTM MODE) Public Reference Data Extract (PRDE) Settlement Input Data Extract Begin testing of Disputes submission process through UI and API

    36. 36 Integrated Schedule Review December 10, 2008 May 2010 – Test full market timeline for 7 days and settle market EDS activities Continue execution of SCED for publishing LMPs for 6 months and publish reports LFC test analysis and reporting of results to Market Participants Continue execution of DAM and DRUC 5 days per week, issue notifications and publish results Continue execution of HRUC 4 days per week Continue SASM execution Continue publishing of DAM and RTM Settlement Statements, Invoices and extracts Execute full Market timeline for 7 seven days Produce Settlement statements for the full market timeline One day dual entry of Outages into Zonal and Nodal systems

    37. 37 Integrated Schedule Review December 10, 2008 June 2010 – Conduct 48 hour LFC test and conduct integrated CIM business process testing EDS activities Publish RT and DAM settlements for Full market timeline Execute 48 hour LFC test Execute EECP test Continue execution of SCED for publishing LMPs for 6 months and publish reports Continue execution of DAM and DRUC 5 days per week Continue execution of HRUC 4 days per week Continue publishing of DAM and RTM Settlement Statements, Invoices and extracts Conduct CIM business process testing 7*24 support of Nodal systems Validate EDW Compliance Data Access

    38. 38 Integrated Schedule Review December 10, 2008 July 2010 – Verify LMP quality and conduct DAM/RUC/SCED performance test EDS activities Continue execution of SCED for publishing LMPs for 6 months and publish reports Complete posting of LMPs for 6 months Continue execution of DAM and DRUC 5 days per week Continue execution of HRUC 4 days per week Continue publishing of DAM and RTM Settlement Statements, Invoices and extracts Execute DAM/RUC/SCED performance test Conduct DST Test with Market Participants Begin verification of MIS compliance with Requirements Conduct fail-over test(s)

    39. 39 Integrated Schedule Review December 10, 2008 August 2010 – 48 Hour full market timeline test and preparation for 168-Hour test EDS activities Continue DAM/RUC/SCED performance tests Execute DST test Execute 48 hours of full market timeline without Sev 1 or Sev 2 errors Complete verification of MIS compliance to Requirements Complete execution of Fail-over tests Complete verification of Dispute Process 7 day forecast validations/retraining Conduct test monthly CRR auction for 168-Hour test Align for 168-Hour Test Qualification - QSE declaration of intent to participate in Nodal

    40. 40 Integrated Schedule Review December 10, 2008 Sept 2010 – Completion of 168-Hour test and the Go-Live Period

    41. 41 Integrated Schedule Review December 10, 2008 EDS & Cut-over Plans EDS 1 Approach: TPTF approved Feb 2008 as being completed - http://nodal.ercot.com/docs/pd/eds/eds1/eds1/eds_1_approach_v2_0.doc EDS 2 Approach: TPTF Approved May 2007 -http://nodal.ercot.com/docs/pd/eds/eds2/eds2/EDS_2_Approach_v1_00.doc EDS 3 approach: TPTF approved June 2007 - http://nodal.ercot.com/docs/pd/eds/eds3/eds3dp/EDS_3_Approach_v1.0_061107.doc SCED Handbook v4: TPTF Approved Feb 2008 - http://nodal.ercot.com/docs/pd/eds/eds3/scedhdbk/eds_3_sced_mp_handbook_v4_0.doc LFC Handbook v2: TPTF approved April 2008 -http://nodal.ercot.com/docs/pd/eds/eds3/lfchandbook/eds_3_lfc_testing_market_participant_handbook_v2_0.doc CRR Handbook v2: TPTF approved Jan 2008 - http://nodal.ercot.com/docs/pd/eds/eds3/crrhandbook/eds_crr_testing_mp_handbook_v2_0.doc EDS 4 Approach: TPTF approved Dec 2007 - http://nodal.ercot.com/docs/pd/eds/eds4/eds4app/eds_4_approach_v1_0.doc COMS Handbook: TPTF Approved Feb 2008 - http://nodal.ercot.com/docs/pd/eds/eds4/eds4coms/eds_coms_mp_handbook_v1.0.doc DAM/RUC Handbook v2: TPTF Approved March 2008 - http://nodal.ercot.com/docs/pd/eds/eds4/eds4damrucsasm/eds4_dam_ruc_sasm_mp_handbook_v2_0.doc Outage Scheduler Handbook: TPTF Approved March 2008 - http://nodal.ercot.com/docs/pd/eds/eds4/eds4os/eds_outage_scheduler_mp_handbook_v1_0.doc Day-light Savings Test Plan: TPTF Approved July 2008 - http://nodal.ercot.com/docs/pd/eds/eds4/dsttp/eds_dst_test_plan_v1_0.doc EECP Test Plan: TPTF Approved May 2008 - http://nodal.ercot.com/docs/pd/eds/eds4/eotp/eds_emergency_operations_test_plan_v1_0.doc 168 Hr Test procedure: TAC Approved July 2008 http://nodal.ercot.com/docs/pd/eds/eds4/168htp/texas_nodal_market_168_hour_test_procedure_v1_0.doc Single Entry Model Go-Live Procedure: TAC Approved Aug 2008 - http://nodal.ercot.com/docs/pd/eds/eds2/semglp/tnm_sem_go_live_procedure_v1_0.doc Texas Nodal Market Go-Live Procedure: TAC Approved Jun 2008 - http://nodal.ercot.com/docs/pd/eds/eds4/glp/texas_nodal_market_go_live_procedure_v1_0.doc TCR to CRR Transition Plan: TAC Approved Nov 2007 http://nodal.ercot.com/readiness/golive/kd/crr_tcr_to_crr_transition_plan_v1_0.doc

    42. 42 Integrated Schedule Review December 10, 2008 Key Program Milestones through Go-Live View handouts: Nodal Program Timeline 2009 Nodal Program Timeline 2010

    43. 43 Integrated Schedule Review December 10, 2008 Critical Path Program critical path is the following NMMS through Jan. 8, 2009 when the validated model (v1.21 schema and data set) is delivered for consumption by downstream systems (e.g. MMS, EMS, and CRR) MMS5 is critical path from Jan. 9, 2009 – Aug. 24, 2009 Integrated Release 5 is critical path from Aug. 24, 2009 – Feb. 8, 2010 EDS is critical path from Feb. 9, 2010 – Dec. 1, 2010 View handout: Nodal Program Critical Path

    44. 44 Integrated Schedule Review December 10, 2008

    45. 45 Integrated Schedule Review December 10, 2008 Next Steps

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