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Update from ERCOT Market Services to the Board of Directors October 15, 2002

Update from ERCOT Market Services to the Board of Directors October 15, 2002. Retail Market Update. Topics ERCOT’s Master Project Plan Move-In/Move-Out Issues/Initiatives GISB 1.4 Update Data Transparency Project Update Quick Recovery Team Update New Power Transfer Update

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Update from ERCOT Market Services to the Board of Directors October 15, 2002

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  1. Update from ERCOT Market Services to the Board of Directors October 15, 2002

  2. Retail Market Update Topics • ERCOT’s Master Project Plan • Move-In/Move-Out Issues/Initiatives • GISB 1.4 Update • Data Transparency Project Update • Quick Recovery Team Update • New Power Transfer Update • Market Synchronization Activities • Consumption Data Loading Reports • Lodestar Data Loading Improvements • Resettlement Update

  3. Master Project Plan Update

  4. Master Project Plan • 2003 Proposed Projects • Project worksheet established with list of all known requested projects • Status/Updates • Targeted outcomes • Resources (Funding & Headcount) required identified where known • Internal reviews of projects with ERCOT steering committee completed • PRS completed prioritization of projects originated by Market Participants on August 28th • TAC approved list of priorities on September 5th • List delivered to ERCOT BOD targeted for approval at October meeting • 3 New projects requested since September 5th

  5. Master Project Plan • 2002 Planned Projects • 51 Projects in progress • 22 Projects completed between August 1st and October 14th 2002 • 5 Projects continuing on into 2003 for completion • 5 Projects removed from the 2002 plan (require reprioritization for 2003) • 2002 Projects continuing into 2003 for completion include: • PR-20117 Internal Map Testing and Verification • PR-20079 Change Deployment Instructions_PRR281 • PR-20067 Simultaneous Procurement of Ancillary Services • PR-20111 Hardening Initiatives • PR-2007801 IDR/NIDR Gap Corrections

  6. Master Project Plan • 2002 Projects removed from active status (requires reprioritization to proceed) • PR-20068 Interzonal Congestion Management:  Interim fix completed; any further effort will go back through the prioritization process. • PR-20071 Two Settlement System: Manual fix announced to market and Board.  If automated solution desired a new project request will be submitted through the prioritization process. • PR-20080 Define OOME as Instructed Deviation:  PRR282 withdrawn and project canceled • PIP106 Direct Load Control:  Deleted from 2002 Active list and has been prioritized for 2003 and included in Consolidated Prioritization List. • PR-20083 Ratcheting of OOME:  Project withdrawn

  7. Master Project Plan • Next Steps… • Conduct Project Management Office Procedures Training from October 30th through November 13th 2002 • Remaining ERCOT resources aligned and scheduled against Q1 2003 projects by December 6th 2002 • Monthly project prioritization adjustments and recommendations: • ERCOT Executive Steering Committee • Market committees and subcommittees • ERCOT IT and Business Teams • Finalize and distribute documentation on the projects request/prioritization process

  8. Move-in and Move-out Solutions Update

  9. Market Participant Meeting

  10. MP Visits • Purpose • ‘Root out’ all sources of pain associated with Move-Ins • Get each MPs opinion of worst problems • Discuss possible solutions • Find out if identified problems are common among all types of market participants • Discuss concepts with consumer advocacy group • Verify that all participants are dedicated to solving the problems and aware of the possible systemic impacts • Discuss deployment of workarounds (Safety Net, Same CR Move-Ins, etc.)

  11. MP Visits • Audience • TDSPs (5 - CenterPoint, AEP, Oncor, Entergy, TNMP) • AREPs (4 - Reliant Retail, AEP, TXU E, Entergy) • CREPs (6 - Coral, GEXA, Republic, TCE, Constellation New Energy, Green Mountain) • Vendors (2 - Exolink, EC Power) • Consumer Protection (1 - Public Utility Council)

  12. MP Visits • Results • Identified several issues that were not previously identified • Confirmed several common problems across many Market Participants • Discussed concepts for solving identified issues • Developed an average ‘pain’ level and frequency for major issues based on input from each MP • Discussed several concepts with consumer advocacy group to verify compliance with Customer Protection • Revealed inconsistencies and improper executions of workarounds

  13. MIMO Workshop

  14. MIMO Workshops • Methods • Three type of issues; Existing Systems, Current Execution, & Market Gaps • Two measurements for identifying order of discussion for issues • pain level • quantity of ESI Ids affected. • The issues that are being pursued are as follows: • Those that rank high on the pain level and quantity affected and are expected to be relatively easy to repair • Those that either are easy to fix but don’t rank high on the measurements or rank high on the measurements and are difficult to fix. • Those that are most likely to remain as workarounds for a longer period of time. • They rank low on pain and quantity, but appear difficult to fix • Three time frames for solutions are being applied; • Short-Term (solutions that can be implemented immediately or prior to next April) • Mid-Term (solutions that can be implemented next year after April) • Long-Term (solutions that can be implemented after 1/1/2004)

  15. MIMO Workshop High Issue 6 Issue 1 Issue 2 Issue 3 Issue 9 Level of Pain Issue 5 Issue 4 Issue 6 Issue 7 Issue 8 Number of ESI ID’s affected Low High

  16. MIMO Workshop High Issue 6 Issue 1 Issue 2 Issue 3 Issue 9 Low - Net Effect of Issue - High Level of Pain Issue 5 Issue 4 Issue 6 Issue 7 Issue 8 Number of ESI ID’s affected Low High

  17. MIMO Workshop High Issue 9 Issue 6 Issue 2 Issue 7 Cost of Addressing Issue 8 Issue 4 Issue 6 Issue 3 Issue 1 Issue 5 Low High Net Effect of Issue on Market

  18. MIMO Workshop High Issue 9 Issue 6 Issue 2 Higher Impact & Lower Cost Issue 7 Cost of Addressing Issue 8 Issue 4 Issue 6 Issue 3 Issue 1 Issue 5 Low High Net Effect of Issue on Market

  19. MIMO Workshop • Results • 32 Concepts were discussed • 7 Concepts were dismissed for various reasons • 1 Concept was determined as solved in Version 1.5 • 23 Concepts were discussed • 4 Concepts were tabled until additional information can be obtained • 19 Concepts were discussed at length and are being considered for recommendation to RMS • 10 Short-Term • 9 Mid-Term • 1 Concept was not discussed (lack of time)

  20. Next Steps • MIMO Taskforce meetings • October 23, & 24 in Austin • October 29, & 30 in Dallas (tentative) • Recommendations to RMS at November RMS meeting • Potentially 15-24 Concepts • Release of implementation timelines • Development of Texas Set Change Controls, Protocol Revision Requests, and RFP(s) as needed • Deployment of Solutions • Re-Evaluation of Move-In/Move-Out processes

  21. Move-in/Move-outLong-termSolution Status Timeline 08-29-02 RMS establishes Task Force 09-05-02 Kickoff Meeting – assignments given for MP transaction root cause analysis 10-15-02 Complete root cause analysis and comprehensive list of business scenarios TBD Develop detailed requirements document for RFP - RMS Approves MIMO requirements document(s) - Release RFP(s) to vendors - RFP Responses due from vendors - Summarize vendor responses for Task Force review - Recommendations to EOTF on vendor “Short List” - Vendor presentations to Task Forces - EOTF recommendation to ERCOT Board - Begin contract negotiations End 1Q03 Award contract

  22. GISB 1.4 Update

  23. GISB 1.4 Update • RMS agreed at August meeting to move forward with implementing GISB 1.4 at ERCOT • Internal testing and implementation of a GISB 1.4 interface is underway at ERCOT, • Production Sign-off scheduled for 10/25 • All production components are in place as of 10/11 • Acceptance Testing and Market Participant Testing – 10/15-24 • TDTWG is surveying market participants to finalize migration readiness dates • Preliminary migration schedule reviewed at 10-4-02 TDTWG • Market Participant migration will begin week of 10-29-02 • Goal is to complete migration by April 1, 2003

  24. ERCOT Data Transparency(ETS)

  25. ETS Phase I Progress Development and Production Database Servers and Application Servers are configured and installed on the network Report Development 99% complete Production testing is underway Database transaction loading to start 10/21 User Documentation is being finalized Backup and restart procedures coordinated Implementation Schedule is being revised to ensure adequate testing Estimated to move three weeks to last week in November Data Transparency Project

  26. Quick Recovery Team Update

  27. Current Status Entity Point of Failure Quantity Quantity Quantity New TDSP 34271 461 Cause Not Reported In Analysis QRE Team 7049 6766 6990 CR CR In Progress 8820 50140 37000 Total ERCOT EAI Resolved 50140 79638 3979 Total ERCOT FTP 137005 694 ERCOT Manual Process (814_08) 3428 ERCOT PaperFree 7359 ERCOT Siebel 2129 ERCOT TCH 6427 TDSP 11632 Total 79638 ESI Ids Reported to QRE (as of October 15, 2002)

  28. New Power Transition Status

  29. New Power Transition Status as of 10/11/2002 • Two ESI Ids remain to be completed • “Scheduled” at ERCOT • Waiting for 867-04 • Scheduled meter read date 9/24/2002 (backdated)

  30. Final New Power Transition Numbers 42,690 ESI IDs TXU Energy Services 37,175 ESI IDs Reliant Retail Services 2,022 ESI IDs 3rd Party Competitive Retailers 260 ESI IDs New Power Submitted Move-Outs 82,147 ESI Ids Total Transitioned

  31. Market Synchronization Activities

  32. 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 resulting from market startup/processing issues as well as subsequent workarounds • Completed • ERCOT identified “Perfect Sync” and “1 Day Perfect” – sent lists to MPs • ERCOT identified out-of-sync categories at Sept 10th design meeting • Task Force identified additional ESI IDs considered “In Sync” – sent lists to MPs • Task Force prioritized 8 categories based upon potential customer impact – sent lists to MPs • In Progress • TDSPs and CRs to complete analysis of priority 1-4 files and respond to ERCOT by October 18th (priority 5-6 response date TBD) • Weekly conference calls scheduled on Tuesdays through October • “How to” make repairs face-to-face meeting scheduled for October 25th .

  33. Market Synchronization Retailer Synchronization Project ESI IDs ESI IDs September 26, 2002 Report October 16, 2002 Report Under Analysis 859,836 Under Analysis 739,039 Considered In Sync 5,279,063 Considered In Sync 5,399,860 Non-ERCOT area Removed from Analysis 945,000 Non-ERCOT area Removed from Analysis 945,000

  34. Market Synchronization Retailer Synchronization (continued) • Next Steps • October 15th, 22nd, 29th • Follow-up Conference Calls • Define items for immediate “fix” and report on progress • Define issues to raise to RMS • October 25th • Face-to-face meeting to finalize decision on “backdating” fixes • November 13th • Present any disputed scenarios to RMS • December 5th • Escalate issues to TAC (if required)

  35. Market Synchronization“TDSP as LSE” Clean-up • Objective • Ensure that all ESI ID are converted from the “TDSP as LSE” by the time True-Up Settlement of February 2002 begins (December 7, 2002) • Clean-up Plan • ERCOT to send TDSPs list of ESI ID affiliated with “TDSP as LSE” any time after Feb 01, 2002 • TDSPs to provide correct effective date concurrent with usage record prior to February 01, 2002 or identify de-energized/inactive ESI IDs • ERCOT to make correction based upon TDSP response (complete pending orders, establish relationship, etc…) • Weekly conference calls with TDSPs (already takes place with ONCOR and CenterPoint) • In Progress • ERCOT to send revised lists to TDSPs by 10-21-2002 • TDSPs to respond with new effective dates or status data by November 01, 2002

  36. 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 • Per RMS direction, ERCOT sent lists to each MP for reconciliation: • Full list of ESI ID in the >1MW project was confirmed • Still to be fixed list (subset of the full list) was also confirmed • 1,133 ESI Ids (>1 MW) identified by CRs (meeting the April 30 deadline) • Number increase attributed to reconciliation of lists with Market Participants • 1001 (88%) ESI IDs are corrected • 74 ( 7%) ESI IDs were agreed not to fix by TDSP and CR • In Progress • 58 (5%) ESI IDs remaining to be fixed • 11 – CR of RECORD needs to be fixed • 42 – Date of when CR became CR of Record needs to be fixed • 5 – where CR and TDSP are not in agreement – CR will have to escalate

  37. Market Synchronization – Non Price to Beat • Next Steps • ERCOT to continue to confirm changes in Siebel and Lodestar • Final analysis in progress at ERCOT • ERCOT will provide suggested next steps to the submitting CR and TDSP • Conference calls being held with TDSP to determine next steps for those ESI IDs that still need to be fixed (ERCOT metering team included on calls) • Affected CR to determine next steps for ESI IDs where no agreement is reached

  38. Consumption Data Loading Reports

  39. IDR Data Loaded into LodestarSeptember 24th Report 95% or better expected 91%

  40. IDR Data Loaded into LodestarOctober 11th Report 95% or better expected 93%

  41. IDR Data Status Report 99% Data Available per MRE

  42. Non-IDR Data Status Report October 14, 2002

  43. Lodestar IDR Data Loading Improvement Recommendations by TDSPs

  44. IDR Data Loading Recommendations by TDSPs • Objective • Implement process improvements which alleviate problems loading IDR data into ERCOT’s Lodestar system • Completed Items • ERCOT and MPs met August 15th to define scope of 9 items • Conference call held on August 26th to refine scope and follow-up • 6 items are complete (see matrix on next page) • TX SET reviewed 2 EDI related recommendations on Sept 16th (see matrix) • In Progress • 2 items defined for immediate action (both are currently in test) • 4 items defined as long term fixes (project request being drafted) • Next Steps • ERCOT to define scope of “additional Lodestar Data Loading Improvements” project

  45. Resettlement Update

  46. Resettlement of True-up Status Update November 1, 2002 True-Up Settlement of November 20, 2001 The date we move from the ERCOT Board resolution to the Protocols IDR Data Threshold November 14, 2002 True-Up Settlement of December 17, 2001 Drop dead date for correction of Non-PTB ESID Backdating Oct Dec Feb Apr Jun Aug Oct Dec Sept Nov Jan Mar May Jul Sep Nov 2004 2003 April 1, 2003 Date we expect to be back to six month after the trade day True-Up Settlements December 7, 2002 True-Up Settlement of February 01, 2002 The date all ESI IDs should no longer be with the “TDSP as LSE”. October 16, 2002 80 re-settlements performed to date (Through Oct 18, 2001)

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