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ERCOT True-Up Resettlement Restart Criteria Discussion

ERCOT True-Up Resettlement Restart Criteria Discussion Retail Market Subcommittee Meeting, February 24, 2003. Discussion Outline. Objective Background/Timeline Development of RMS Resettlement Criteria 2-24-2003. Objective.

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ERCOT True-Up Resettlement Restart Criteria Discussion

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  1. ERCOT True-Up Resettlement Restart Criteria Discussion Retail Market Subcommittee Meeting, February 24, 2003

  2. Discussion Outline Objective Background/Timeline Development of RMS Resettlement Criteria 2-24-2003

  3. Objective Develop RMS resolution for resettlement restart criteria for consideration by Technical Advisory Committee at TAC meeting scheduled 3/6/03 that considers and attempts to addresses TAC and ERCOT Board of Director concerns.

  4. Background/Timeline RMS Resolution 12/18/02 TAC Resolution 1/9/03 ERCOT Board Approval 1/22/03 RMS Resolution 1/25/03 TAC Resolution 2/6/03 Board Discussion 2/18/03 RMS Meeting 2/24-25/03 TAC Meeting 3/6/03 Board Meeting 3/18/03

  5. RMS Resolution from 12-18-2002 • Upon TAC approval, suspend further True-up settlements for 2002 . • True-up resettlement (starting with January 1, 2002) will commence April 1,2003 or upon completion of the criteria below; whichever occurs first. Any discrepancies after the deadline must be accepted by all parties. Progress toward completion criteria will be reviewed at each RMS meeting. • Develop functionality and provide data extract as defined in SCR 727. RMS places a High-High project approval/priority to SCR 727. • Market Synchronization project priorities 1 through 6, including “TDSP as LSE” clean-up and DART/QRE defined issues, must be 95% complete by all Market Participants based upon Market Sync Reporting Tool . • Outstanding QRE issues documented by ERCOT as of 12/16/02 be 95% complete. (“In Progress” and “In Analysis” as reported to RMS 12-18-2002) • ERCOT will have in place a mechanism for daily monitoring and synchronization of ERCOT’s Siebel and Lodestar systems. • ERCOT’s Siebel related data issues will be monitored and brought to a point of being repaired daily.

  6. TAC Resolution from 01-09-2003 (1) Further true-up resettlements for 2002 will be suspended and (2) True-up resettlement (starting with January 1, 2002) will resume when adequate accuracy can be assured (as developed by the RMS and approved by the TAC) and 45 days after SCR 727 has been implemented.  Every effort will be made to resume true-ups by April 1, 2003.  Progress toward completion criteria will be reviewed at each RMS Meeting and reported to the TAC and the Board monthly.  If the April 1, 2003 date cannot be met, the Board shall be advised and a revised target resumption date shall be given.  

  7. RMS Resettlement Criteria 01-15-2003 • RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: • Develop functionality and provide data extract as defined in SCR 727. • Market Sync completion criteria will be 95% complete for ERCOT and CR groups and 95% complete for each TDSP for Priorities 1,2,4(1) and 5 as reported on the Market Sync Reporting tool status. • Outstanding QRE issues documented by ERCOT as of 12/16/02 be 95% complete. (“In Progress” and “In Analysis” as reported to RMS 12-18-2002) • ERCOT shall have the organization and procedures in place to daily synchronize ERCOT’s Siebel and Lodestar systems, and synchronization of Siebel and Lodestar systems shall be in place before the initial release of SCR727 data to Market Participants.

  8. TAC Resolution From 2/6 Meeting • ERCOT: make SCR 727 data extracts available as soon as possible • RMS: Consider effected ESI IDs (customers), and the results from the February 7th Siebel and Lodestar synchronization activities, and bring an amended resolution to the TAC for consideration at its March Meeting.

  9. RMS Resettlement Criteria 2-24-2003 Review of Previously Approved Resolution Consideration of Additional Criteria or Resolution Alternatives Framing of Resolution for Vote Primary TAC and Board concerns: Impact on customers Uncertainty regarding schedule and timelines

  10. RMS Resettlement Criteria 2-24-2003 • RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: • Develop functionality and provide data extract as defined in SCR 727.

  11. RMS Resettlement Criteria 2-24-2003 • RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: • Develop functionality and provide data extract as defined in SCR 727. • Given information provided on SCR 727 development, delivery schedule and discrepancy resolution process, does this criteria need to be altered?

  12. RMS Resettlement Criteria 2-24-2003 RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: 2. Market Sync completion criteria will be 95% complete for ERCOT and CR groups and 95% complete for each TDSP for Priorities 1,2,4(1) and 5 as reported on the Market Sync Reporting tool status.

  13. RMS Resettlement Criteria 2-24-2003 2. Market Sync completion criteria will be 95% complete for ERCOT and CR groups and 95% complete for each TDSP for Priorities 1,2,4(1) and 5 as reported on the Market Sync Reporting tool status. Market synch survey questions: What is your projected schedule for attaining resolution of 95% of out-of-synch conditions? What items are barriers to successful resolution of these conditions? What do you need from whom and by when to meet your schedule? What is your estimate of the number of customers whose issues cannot be addressed if 5% are not addressed? What target success criteria, if any, do you think should be applied to resolution of out-of-synch conditions?

  14. RMS Resettlement Criteria 2-24-2003 Market synch survey responses: Responses received from 13 REPs, 4 TDSPs, ERCOT What is your projected schedule for attaining resolution of 95% of out-of-synch conditions? Done: 4 4/1/03 (+/- 15 days): 10 No response: 4 What items are barriers to successful resolution of these conditions? What do you need from whom and by when to meet your schedule?

  15. RMS Resettlement Criteria 2-24-2003 Market synch survey responses: What is your estimate of the number of customers whose issues cannot be addressed if 5% are not addressed? REPs: ~17,500 cumulative TDSPs: ~2,000 cumulative No response: 1

  16. RMS Resettlement Criteria 2-24-2003 Market synch survey responses: What target success criteria, if any, do you think should be applied to resolution of out-of-synch conditions? 100%: 2 99%: 2 95% (with a variety of qualifiers): 11 Use absolute numbers, not %: 1 Criteria not applicable: 1 No response: 1

  17. RMS Resettlement Criteria 2-24-2003 • RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: • Market Sync completion criteria will be 95% complete for ERCOT and CR groups and 95% complete for each TDSP for Priorities 1,2,4(1) and 5 as reported on the Market Sync Reporting tool status. • Given market synch project status, survey responses and further consideration, does this criteria need to be altered?

  18. RMS Resettlement Criteria 2-24-2003 RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: 3. Outstanding QRE issues documented by ERCOT as of 12/16/02 be 95% complete. (“In Progress” and “In Analysis” as reported to RMS 12-18-2002)

  19. RMS Resettlement Criteria 2-24-2003 3. Outstanding QRE issues documented by ERCOT as of 12/16/02 be 95% complete. (“In Progress” and “In Analysis” as reported to RMS 12-18-2002) QRE survey questions: What is your estimate of the number of customers whose issues cannot be addressed if 5% are not addressed? What target success criteria, if any, do you think should be applied to resolution of out-of-synch conditions?

  20. RMS Resettlement Criteria 2-24-2003 QRE survey responses: What is your estimate of the number of customers whose issues cannot be addressed if 5% are not addressed? REPs: ~6,000 cumulative TDSPs: ~3,000 cumulative No response: 3

  21. RMS Resettlement Criteria 2-24-2003 QRE survey responses: What target success criteria, if any, do you think should be applied to resolution of QRE issues? 100%: 3 99%: 2 95% (with a variety of qualifiers): 8 Use absolute numbers, not %: 1 Criteria not applicable: 3 No response: 1

  22. RMS Resettlement Criteria 2-24-2003 • RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: • Outstanding QRE issues documented by ERCOT as of 12/16/02 be 95% complete. (“In Progress” and “In Analysis” as reported to RMS 12-18-2002) • Given QRE status, survey responses and further consideration, does this criteria need to be altered?

  23. RMS Resettlement Criteria 2-24-2003 • RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: • 4. ERCOT shall have the organization and procedures in place to daily synchronize ERCOT’s Siebel and Lodestar systems, and synchronization of Siebel and Lodestar systems shall be in place before the initial release of SCR727 data to Market Participants.

  24. RMS Resettlement Criteria 2-24-2003 • RMS recommends TAC approve the following criteria for restarting true-up settlement for 2002: • 4. ERCOT shall have the organization and procedures in place to daily synchronize ERCOT’s Siebel and Lodestar systems, and synchronization of Siebel and Lodestar systems shall be in place before the initial release of SCR727 data to Market Participants. • Given Siebel and Lodestar synchronization status, does this criteria need to be altered?

  25. RMS Resettlement Criteria 2-24-2003 Are there other criteria that need to be considered as part of resettlement restart?

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