ISO/RTO Information Technology Committee

1. ISO/RTO Information Technology Committee FERC Technical Conference July 14, 2004 Thomas F. O’Brien Program Manager, ITC Manager – Architecture, Networks, & Telecommunication, PJM {obriet@pjm.com}

2. ITC Standardization Vision “To lead a collaborative process to develop information-technology standards and solutions for ISOs and RTOs that enhance reliability, increase operational efficiency and optimize investments in technology.”

3. Key Drivers Business Drivers and Value Planned Actions Key Drivers • Improve operational transparency • Provide process transparency • Simplify data access • Improve diagnostic support • Provide price transparency Improve Grid Reliability Operational Communication • Promote vendor product development • Support self-sufficiency • Enable standardization • Establish reference architecture • Collaborate on advanced technologies • Share learning Provide Technology Convergence Standardization & Collaboration Optimize Financial Performance • Reduce development costs • Share development costs • Provide benchmarking Cost Efficiencies

4. Standardization Initiatives Standardization Initiatives • Data • CIM/CME messaging standards • Facilitated checkout • Data exchange • Visualization framework • Reference architecture • Security initiatives

5. High-Level Roadmap Q2-2004 Q3-2004 Q4-2004 Q1-2005 Q2-2005 Data Initiative Validate SCUC Model CME Messaging - SCUC Implement Proof of Concept Construct Messaging Standards CME Messaging – SCED & LMP Validate SCED & LMP Model Implement Proof of Concept Construct Messaging Standards Facilitated Check- Out Validate FCO Model Implement Model Driven Integration Implement Proof on Concept Data Exchange Expand on RTO DeX Pilot Data Exchange Initiative Define BPEL and Security Standards Implement Enhancements Through JOA’s Visualization Standards Define Vision Issue and Analyze RFP Visualization Elaboration Map to NERC Functional Model ISO/RTO Reference Architecture Prepare Vendor Proposal Presentation Define Domains Map Technology To Domains Reference Architecture Identify Convergence Opportunities

6. Approach Program Management Structure • Integrated Program Management Framework • Develop a set of targeted initiatives that strikes a balance between market improvements and reliability • Coordinate activities of targeted ITC initiatives in an integrated manner • Provide a concentrated focus on initiatives with high value and priority • Coordinate deliverables from the individual initiatives • Insure proper alignment of targeted initiatives • Enable best practices across initiatives • Formalize approach for cost sharing and investment • ITC focus on the “how” and support of the “what”

7. Project Management Methodology Lifecycle Program Management Structure Project Phases Training and Post Production Support Requirements and Planning Design and Execution Initiating Initiating and Defining the Project Planning Planning the Project, Defining Requirements and Developing the functional (conceptual) design Executing Developing the detailed functional and technical designs and constructing deliverables. Closing Training, Post-Production Support, Project Closeout Activities Controlling Developing the detailed functional and technical designs and constructing deliverables. Software Development Lifecycle Knowledge Area Activities Integration Management / Issue Management Scope Management Time Management (Schedule) Cost Management Human Resource Management Communications Management Risk Management Procurement Management Quality Management

8. Program Management & Oversight Program Management Structure Information Technology Committee Lead ISO/RTO ‘x’ Management ‘Lead” ISO/RTO ’y’ Management Lead ISO/RTO ‘x’ Management ‘Lead” ISO/RTO ’y’ Management ISO/RTO REVIEW TEAM Program Manager Technical PROJECT MANAGER Initiative #1 PROJECT MANAGER DEVELOPMENT TEAM BUSINESS TEAM PROJECT MANAGER DEVELOPMENT TEAM BUSINESS TEAM Initiative #n DEVELOPMENT TEAM BUSINESS TEAM Initiative #3 Business PROJECT MANAGER Initiative #2 DEVELOPMENT TEAM BUSINESS TEAM

9. Future Candidate Initiatives –> 2004 and beyond Intelligent Alarm Processing Markets Settlement RTO Network Operational Communication Regional Dynamic Security DHS Initiative Standardization & Collaboration Cost Efficiencies Security Initiatives OASIS II Market Participant User Interface