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Supporting materials for RMS Improved formats Retail Customer Choice team

This document provides supporting materials for the implementation of improved formats and measures to proactively resolve transaction issues in the retail customer choice team. It includes information on the 867s received on cancelled service orders and the mechanism for handling these orders. Additionally, it covers the missing 867 report and FasTrak issue statistics.

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Supporting materials for RMS Improved formats Retail Customer Choice team

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  1. Supporting materials for RMSImproved formats Retail Customer Choiceteam

  2. Pro-Active Transaction Resolution Measures 867s Received on Cancelled Service Orders

  3. 867s received on Cancelled Service Orders Situation ERCOT periodically receives 867_03 Finals and 867_04s for service orders that are Cancelled in ERCOT systems. The Service Order Sub-Statuses that are considered Cancelled are: CR Requested, Customer Objection, ERCOT Operating Rule, Manual, Permit Not Received, with Exception, Unexecutable and Rejected by TDSP. This can indicate an out-of-sync condition between the TDSP and ERCOT. Mechanism for Handling 867 RCSO: Step 1: ERCOT produces 867RCSO data each Friday and submits a report file to each TDSP and CR via the ERCOT Portal Step 2: The TDSPs review the report line items and take one of the following actions: a) If the TDSP has cancelled the service order, no further action is required b) If the TDSP has completed the service order, they will initiate a day-to-day FasTrak issue and work with ERCOT to get ERCOT systems changed to complete. Completion of cancelled service orders will require the approval of the CR initiating the transaction. (Note: For Cancel by Customer Objection, the TDSP will honor the cancel in their systems)

  4. 867s received on Cancelled Service Orders 2006

  5. Pro-Active Transaction Resolution Measures Missing 867 Report Summary

  6. Missing 867 Report Missing 867 Report • The Missing 867 Report will provide TDSPs information about Service Orders in a scheduled state for which ERCOT has not received an 867 completing transaction at least seven days after the scheduled meter read • Weekly report provided to the TDSP via the ERCOT Portal Stats Summary:

  7. Missing 867 Report

  8. FasTrak Issue Status

  9. ‘Day to Day’ FasTrak Issue Stats by Category (thru 09/30/2006) Legend: Counts are of issues submitted during each month. EI = ERCOT Initiated Issue Non-ERCOT issue = Issues logged directly between the CR and TDSP with no ERCOT involvement to resolve. Category of “All Other” does not have subtype. Issues logged as “All Other” can include Transaction Issues, Rep of Record Issues, Service Order Changes, etc.

  10. ‘Day to Day’ FasTrak Issue Stats by Category (thru 09/30/2006) • Of the 401 In Progress D2D Issues, 236 are resolved and awaiting other party resolution check off Total D2D Issue ESI IDs worked to date since January 1, 2006 = 43,201

  11. ‘Day to Day’ FasTrak Issue Stats by Category (thru 09/30/2006)

  12. DEV FasTrak Issue Stats by Issue Type (thru 09/30/2006) Legend: Counts are of issues submitted during each month.

  13. DEV FasTrak Issue Stats by Issue Category (thru 09/30/2006) • Of the 285 In Progress DEV Issues, 53 are resolved and awaiting other party resolution check off

  14. DEV FasTrak Issue Stats by Issue Type (thru 09/30/2006)

  15. DEV FasTrak Issue Stats by Issue Category (thru 09/30/2006)

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