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TAC UPDATE from ERCOT Retail Market Services and RMS Report August 8, 2002

TAC UPDATE from ERCOT Retail Market Services and RMS Report August 8, 2002. Retail Market Update. Topics ERCOT’s 30 Day Plan and Other Critical Projects Move-In/Move-Out Issues/Initiatives ESI ID Tracking System (ETS) Version 1.5 Project Market Synchronization Plan

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TAC UPDATE from ERCOT Retail Market Services and RMS Report August 8, 2002

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  1. TAC UPDATE from ERCOT Retail Market Services and RMS Report August 8, 2002

  2. Retail Market Update Topics • ERCOT’s 30 Day Plan and Other Critical Projects • Move-In/Move-Out Issues/Initiatives • ESI ID Tracking System (ETS) • Version 1.5 Project • Market Synchronization Plan • Non-PTB Back Dated Switches • Lodestar Data Loading Improvements • IDR Meter Usage Reports (ERCOT and TDSPs) • Resettlement Update • Portal Performance • Quick Recovery Team Update • Proposed POLR PUCT Rule Changes

  3. Master Plan Update

  4. Master Project Plan • All Known In-flight & New Projects identified • Related project worksheet established with list of all known projects • Status/Updates • Targeted outcomes • Resources (Funding & Headcount) required identified where known • Internal reviews with ERCOT senior management underway to confirm completeness and accuracy. • Next Steps… • Completing consolidation of all active and planned projects • Review with ERCOT IT and Executive Steering Committees to: • Ensure completeness of project list • Establish priorities and dependencies • Review resource requirements • Present overview to ERCOT BOD at August Meeting • Begin aligning ERCOT resources with priorities established when approved • Tie approved project spending and people to 2003 budget/plan

  5. Move-In / Move-Out Issues/Initiatives

  6. Move-in/Move-outShort-term Recommendations and Ideas

  7. Same CR Move-in • Objective • Reduce volume of Move-in transactions at ERCOT • Reduce Move-in error rate Market-wide • Completed • Identified various proposals for Market Acceptance • AEP, CPE (Option A), Entergy and Oncor • CR sends 650_01 to TDSP requesting off-cycle read • TDSP sends 650_02 to CR with read data • CR sends 814_PC to update Customer Info • TDSP sends 814_03 Monthly to ERCOT

  8. Same CR Move-in • In Progress • Development by CPE to implement Option B • CPE (Option B) 6-8 Weeks • CR sends 814_03 to CPE with Special Flag • CPE sends 814_04 to CR • CPE sends 867_03 Final and 867_04 Initial to CR • CPE sends 867_03 Monthly to ERCOT • Development by TNMP to implement their option • TNMP 30-60 Days • CR submits “flat file” request for meter read • TNMP responds with “flat file” containing meter read • Next Steps • TDSPs to communicate certification procedure with CRs • Immediate Implementation of options using 650 Transaction • Entergy must have ROA in place – Negotiating with PUCT

  9. Macro Plan for Move-in/Move-outLong-term Solution • Objective • Determine best solution to effectively handle Move-in/Move-out transaction processing for Texas Market • Address the market events represented by the 29 scenarios previously identified • Some may be fully automated and some may involve more manual processes • Proposed Solution • Establish market participant core Task Force • Develop Detailed Requirements Document • Solicit input/responses from vendors through an RFP • Summarize vendor responses for Task Force review • Recommendation to RMS on vendor short list • Vendor presentations to Task Force • Present final recommendation to ERCOT Board • Negotiate and award contract

  10. Macro Plan for Move-in/Move-outLong-term Solution • Deliverables • Detailed Requirements Document • RFP • Vendor Proposals • Resources and Costs • TBD by task force

  11. Macro Plan for Move-in/Move-outLong-term Solution • Timeline • RMS and Board approvals to proceed (8/20/02) • RMS establishes Task Force (8/29/02) • Develop Detailed Requirements Document for RFP (tbd) • Review with RMS detailed requirements (tbd) • Release RFP to vendors (tbd) • RFP responses due from vendors (tbd) • Summarize vendor responses for Task Force review (tbd) • Recommendation to RMS on vendor short list (December meeting) • Vendor presentations to Task Force (tbd) • Vendor recommendation to ERCOT Board (tbd) • Begin contract negotiations (tbd) • Award contract (by end of Q1/2003)

  12. ESI ID Tracking System (ETS)

  13. ETSPhase I • Objective • Develop a system to track complete ESIID life-cycle • Maintain ESIID data until transaction life-cycle is complete • Completed • Detailed Requirements for Phase 1 • Functional and Technical Design Documents for Phase 1 • First Draft Design of ERCOT-internal System Reports for Phase 1 • In Progress • Mock-up of internal reports and user interface • Development and production hardware on order • Next Steps • Build Phase to start August 12, 2002 • Completion scheduled for November 1, 2002

  14. ETSPhase II • Objective • Develop a system to allow Market access into ESIID transaction life-cycle data • Maintain ESIID data until transaction life-cycle is complete • Completed • Received information from 13 Market Participants on display data elements • In Progress • Summary of Market display data elements to be distributed for review • Requirements Document for Phase II In Progress • Mock-up of Market Reports and User Interface In Progress • Next Steps • Seek project funding and priority approval from ERCOT Board of Directors for ERCOT 2003 Budget

  15. TX SET Version 1.5

  16. TX Set Version 1.5 Completed • Existing system performance benchmark (to ensure processing speed is maintained). • Conceptual System Designs (CSD) – Will distribute the CSD’s to Market Coordination team members upon TX SET. clarification. In Progress - Detail Design Phase • Technical System Design (TSD) • Training Documentation and Methods • Testing scripts, files, and methodology

  17. TX Set Version 1.5 Next Steps Timeline 2/24/03 4/4/03 6/17/02 9/17/02 12/17/02 • Week of September 2nd meeting at ERCOT finalize design and production implementation plans. Detail Design Construction Internal System Test Market Test 1.5 Implementation

  18. Market Synchronization Activities

  19. Market Synchronization Retailer Synchronization Project • Objective • Address market issues resulting in an out of sync “Rep of Record” between ERCOT, TDSP, and CR systems for all ESI IDs • Completed Items • Programs to compare and report discrepancies are complete • MP agreed upon approach resolution for 22 scenarios at July 26th design meeting • Technical review has been completed on two rounds of test files • In Progress • Letter to TDSPs and CR requested: • Technical and business project contact person from each company, • Estimated time and date the MP will submit synchronization files • Internal data synchronization .

  20. Market Synchronization Retailer Synchronization (continued) • Next Steps • By August 1st ……. Test run with encrypted files • August 10-11 …….. All TDSPs & CRs MUST compile files • August 12th……….. All files received by ERCOT • August 13th……….. Status report conference call (go forward decision) • September 5th …… ERCOT to identify out-of-synch results ERCOT will host 2nd design meeting to prioritize and define correction criteria • September 10th….. RMS go forward/process decision (e-mail vote) • October 3rd …… Escalate issues to TAC (if required)

  21. Market Synchronization – Non Price to Beat • Objective • Make necessary corrections to ensure that >1MW Customers were switched on the correct date in January 2002 • Completed Items • Number ESI Ids (>1 MW) Identified by CR’s 1,040 • Number of ESI IDs that are corrected 836 (80%) • In Progress (as of July 31st – to be updated) • Number of ESI IDs where CR matches but date does not 128 (13%) (TDSP and Retailers to agree to date) • Number of ESI IDs where CR is not CR of record 76 ( 7%) (TDSP and Retailers to agree to switch & date) • Next Steps • Escalate ESI IDs not agreed upon

  22. IDR Meter Data

  23. IDR Data Loading Notes • TDSPs and ERCOT working to improve IDR data completeness • ERCOT developed an enhanced “IDR Data Status Report” which was delivered to TDSPs starting on 7-17-2002 • Identifies any IDR ESI ID that has ever been active and associated load data • Includes all ESI ID Service History row to facilitate 867_03 date matching • In special circumstances, ERCOT has deployed alternative data loading mechanisms to fill gaps and bring IDR data current in Lodestar .

  24. 95% or better expected 66% * NOTE: ERCOT (and REPs) may have received additional non-sequential data (i.e, February data before January data). ERCOT rejects all meter reads that introduce gaps in the database. IDR Data Loaded into Lodestar – JULY 1 REPORT % of IDR Data Loaded as of July 1, 2002

  25. IDR Data Loaded into LodestarAugust 7th Report 95% or better expected 69%

  26. IDR Meter Usage Report (date through which 99% of data received)

  27. Lodestar IDR Data Loading Improvement Recommendations by TDSPs

  28. IDR Data Loading Recommendations by TDSPs • Objective • Implement process improvements which alleviate problems loading IDR data into ERCOT’s Lodestar system • Activities • TDSPs provided a list of 8 issues and recommendations • ERCOT to analyze TDSP document and provide response in group forum • Define implementation possibilities and set timelines • Completed Items • ERCOT received TDSP documentation on July 17th • Initial review and analysis has been completed and is being shared with TDSPs • Next Steps • ERCOT and TDSPs to agree on scope of effort to implement agreed-to recommendations at meeting on August 15th • Seek project funding and priority approval from ERCOT Board of Directors .

  29. Resettlement Update

  30. Resettlement of True-up Status Update Objective Identify and track the key critical market issues needing resolution prior to the resettlement calculations of true-up statements for trade days beginning with July 31, 2001 Six Issues/Status: • IDR Data Loading - 99.8% for market through mid Sept. 2001 (100% required) • NOIE IDR Data Correction – Completed and verified by TDSP • Profile ID Corrections • ONCOR & AEP now pass the PWG approved acceptable criteria • TNMP & Reliant working toward meeting acceptable criteria (No ETC) • Lodestar and Siebel Status Mismatches • 94% complete and remainder will be corrected before August 14th • Negative Consumption Fixes • 92% complete with TNMP commitment to provide corrections by August 7th • Outstanding OOMC Disputes • QSEs have submitted corrections (reduced payments apply otherwise) . Once resettlements resume, statistics will be monitored and reported

  31. Retail Portal Performance

  32. Portal Performance Items • Moved Portal E Ways to New Hardware week of 4/13 • Saw a temporary 10 % improvement • Added components (threads) on 4/25 • Showed some very promising improvements • Additional Architecture change was made 5/21 • Removed TCH component competing with batch transactions • Seeing a 30% decrease in timeout errors • Also added “heartbeat” functionality to verify EAI every minute • Implemented additional redundancy improvements 6/8 • Improvements in redundancy (6) for find transactions • Limited the result set to 500 transactions • Change made to Find ESI ID 7/28 • Moving Siebel queries directly to Oracle • Only 2 errors in the last 3 days (99.8% success!) • Future options being evaluated • For Find Transaction – move directly to Oracle (ETA is August 19th) • Additional redundant paths for Portal transactions (if needed)

  33. Quick Recovery Team Update

  34. Quick Recovery Effort Focus: Problematic transactions that are required by the CR to generate end-use customer bills. Period: December 17, 2001 – May 31, 2002 For transactions/issues outside of this date range, MPs must create a FasTrak issue and contact their Registration Analyst for resolution.

  35. Quick Recovery EffortProgress • Created market website to track QRE progress by MP, root • cause, etc. http://etod.ercot.com/QRECharts.asp? • Database supporting website also acts as an audit trail for all • QRE activities. • Interviewed all TDSPs to determine procedures for • handling back dated move ins and move outs during the • recovery effort. • Provided TDSPs access to a report to close the information loop • and let them know when ESI Id issues have been resolved. • Consolidated all requests for information and/or data from QRE to TDSPs into one spreadsheet with common format.

  36. Current Status Entity (In Progress IDs) Quantity Quantity New TDSP 27653 7340 QRE Team In Analysis 13141 3963 In Progress CR 24201 3720 Resolved Total 34613 24201 Total 90436 ESI Ids Reported to QRE (as of August 7, 2002) Point of Failure (Resolved IDs) Quantity Cause Not Reported 1691 CR 16814 ERCOT EAI 69 ERCOT FTP 40 ERCOT Manual Process (814_08) 1869 ERCOT PaperFree 7081 ERCOT See Beyond 1 ERCOT Siebel 35 ERCOT TCH 3966 TDSP 3046 Un-executable 1 Total 34613

  37. Revised POLR rule from PUC

  38. POLR Rule Background • A PUC rulemaking is in advanced stages to revise the POLR rule for implementation by January 2003 • Major changes in the draft rule: • AREPs assume role of POLR for non-paying customers at PTB with disconnection rights • Existing POLR non-pay customers to be transitioned to the AREP • Default POLR service for reasons other than non-pay to be bid competitively • PUC Staff’s recommended final rule and an implementation timeline will be considered at open meeting August 23, 2002

  39. REP, POLR AREP, TDSP, ERCOT TRANSACTION Flow Current & Proposed for Non-pay Customers Current Drops 814_10 814_14 650_01 REP (any) ERCOT POLR TDSP Disconnect 814_11 814_15 650-02 814_04 814_03 TDSP Proposed Drops for Non-Pay 814_10 814_14 650_01 CREP ERCOT AREP TDSP Disconnect 814_11 814_15 650-02 814_04 814_03 TDSP Customer list 814_01 814_03 POLR ERCOT AREP TDSP 814_02, 814_05 814_04

  40. REP, POLR AREP, TDSP, ERCOT TRANSACTION Flow Proposed for Other Than Non-Pay Proposed • REP Default • ERCOT-driven • if not orderly • transition REP (any) Default POLR ERCOT Manually done by ERCOT Manually done by ERCOT TDSP 814_01, 814_16 • Requesting Customer Voluntary Customer Default POLR ERCOT etc. POLR obligated to switch customer to its service • REP Drop for Contract Expiration Notify POLR REP (any)

  41. Retail Market Subcommittee Report Don Bender

  42. RMS Leadership Changes RMS Vice Chair: Reed Comstock Strategic Energy TDTWG Vice Chair: Susan Tote Reliant Retail

  43. PWG Operating Guides RMS Requests TAC approval of Profiling Work Group Operating Guides Version 1.0

  44. Other RMS Actions • Approved TDTWG recommendation for MP’s to adopt ERCOT Proposal on a Short Term Data Communications Plan • Approved PRR on Extension of Proxy Day Determination • Remanded a RMS Issue on Mass Customer to CR Segment

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