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September 13, 2016 Retail Market Subcommittee (RMS) Update to COPS

September 13, 2016 Retail Market Subcommittee (RMS) Update to COPS. Kathy Scott. RMS Voting Recommendation:. NPRR796 , Extended Character Set Clean Up (Vote)

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September 13, 2016 Retail Market Subcommittee (RMS) Update to COPS

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  1. September 13, 2016Retail Market Subcommittee (RMS)Update to COPS Kathy Scott

  2. RMS Voting Recommendation: • NPRR796, Extended Character Set Clean Up (Vote) • This Nodal Protocol Revision Request (NPRR) removes Protocol Section 19.5, Texas Standard Electronic Transactions Acceptable Extended Character Set, as this language currently resides in the Texas Standard Electronic Transaction (TX SET) Implementation Guides. • 9/13/16 RMS Meeting: • “Motion to Table NPRR796 was Unanimous to allow further review by the Texas SET Working Group.” RMS Update to COPS

  3. 9/13/16 RMS Voting Conducted: • NPRR772, Clarification of Process for Transmission Outages Related to a Service Disconnection Request for a Generation Resource (Vote) • This Nodal Protocol Revision Request (NPRR) clarifies that the Planned Outage for Transmission Facilities process outlined in ERCOT Protocols Section 3.1, Outage Coordination, will be used for the scenario where an authorized disconnection of services is requested of a Transmission and/or Distribution Service Provider (TDSP) for a Generation Resource.  This does not place any additional requirements on any Market Participant. • 9/13/16 RMS Meeting: • After a lot of discussions and review of the Texas SET Working Group recommended comments, RMS voted to endorse NPRR772 as amended by the 8/4/16 ROS comments. There were six abstentions from the Independent Retail Electric Provider (IREP) (3), Municipal (2), and Investor Owned Utility (IOU) (1) Market Segments. RMS Update to COPS

  4. 9/13/16 RMS Voting Conducted: • 2017 Flight Schedule (Vote) • http://ercot.com/content/wcm/key_documents_lists/102836/07._Proposed_2017_Test_Flight_Schedule_TXSET08262016.doc • Unanimously Approved as submitted to RMS • Change Control 2016-804, Implementation Guide Redlines/Changes (Vote) • http://ercot.com/mktrules/issues/TXSETCC804#keydocs • Unanimously Approved as submitted to RMS, this new SAC04 code of “MSC056” was established to be available for Sharyland’s Rate Case once approved RMS Update to COPS

  5. Working Group/Taskforces Updates • Texas SET: • Test Flight Scripts reviewed with consensus gained to change Test Scripts SOR01 and SOR02 • Welcomed visit from MDWG Leadership and ERCOT where the teams discussed Re-architect and Updates to ERCOT’s External Web Services • Discussed Issue 2016-I143, Special Language Character EDI Validation Process • Options Presented: • Recommends Option 1 for a Short Term Solution • Recommends Option 2 be Implemented for a Long Term Solution • Note: SET requesting the Market review the proposed Options and provide their feedback during their next meeting • TX SET next meeting scheduled on Wednesday, September 21st • Joint effort by TX SET/TDTMS and AMWG to develop Retail Market Continuity Plan-- Next meeting scheduled September 22nd in 206B RMS Update to COPS

  6. Working Group/Taskforces Updates • Texas Data Transport and MarkeTrak Systems (TDTMS) • MarkeTrak Functionality Enhancements • Ongoing discussions for functionality enhancements to be included in the next MarkeTrak release (TBD). • MarkeTrak Upgrade Update • Implementation efforts are underway – ERCOT currently evaluating the best method to incorporate MarkeTrak into the CERT/Sandbox Environment (as part of SCR786). • Inadvertent Gain Reporting Refinements • TDTMS coordinated efforts with ERCOT to redesign the look and feel of the current RMS IAG reports. • SCR786, Retail Market Test Environment • Project is on target for Go-Live date of 12/11/2016 (R6)!!! • Will begin development of ‘User Orientation’ documentation for Sandbox Testing & will determine most appropriate place to store once completed. RMS Update to COPS

  7. Working Group/Taskforces Updates • Texas Data Transport and MarkeTrak Systems (TDTMS) • MarkeTrak Subtype Analysis (Final Review) • Performed thorough review of MarkeTrak subtype statistics & root cause analysis to identify areas to increase workflow/process efficiencies. • Items identified to improve efficiency were added to “parking lot” list of MT functionality enhancements. • Special thanks to Tammy Stewart (ERCOT) for pulling MT stats (We appreciate all of her support!) • TDTMS agreed going forward it was prudent to perform an annual review of MT subtype performance. • Utilize Q4 2016 to map out the requirements and steps needed for the annual review. Review to include (but not limited to): specific subtypes to analyze, the desired data points, and timelines for initiation, review, and completion. • Next meeting scheduled on Tuesday, October 11th RMS Update to COPS

  8. Working Group/Taskforces Updates • Retail Training Taskforce (RMTTF) • Upcoming Retail Instructor Led Classes • Houston Hosted by CenterPoint Energy • 1111 Louisiana St Houston, TX 77002 Conference Room 1360 • Retail 101: September 27th 9 – 4:30 • MarkeTrak: September 28th 9 – 4:30 • Please note! The above classes are the final Instructor led Training Classes for 2016. • 2017 Planned Training Calendar • Tentative Training Roadshow for 2017 • AUSTIN (February) Retail 101 MarkeTrak 101 • DALLAS (June ) Retail 101 Inadvertent Gain/Loss Training • HOUSTON (October) Retail 101 Inadvertent Gain/Loss Training RMS Update to COPS

  9. MarkeTrak On-line Module Training via ERCOT Learning Management System How many market participants have viewed the Online training modules*? Which segment of the market do the viewers represent? *Training taken via ERCOT LMS and doesn’t include outside the LMS RMS update to COPS

  10. Working Group/Taskforces Updates • Advanced Metering Working Group (AMWG) • http://ercot.com/content/wcm/key_documents_lists/102836/08._AMWG_Update_to_RMS_20160913.pptx • September 17th SMT Release highlights: • Minor release; DR pre-test activities • Add variances to 3rd Party statistics report • Correct a tab key issue on SMT log-in page • Improve ODR description for users (per TDU territory) • Annual Disaster Recovery (DR) exercise planned: • Oct. 8th = Switch to Disaster Recovery (DR) site (12 hr. SMT outage) • Oct. 15th = Return to Production site (12 hr. SMT outage) • Green Button Connect • General functionality overview • Next Meeting on October 7thwill include more in-depth discussion regarding Green Button Connect capabilities / functionality RMS Update to COPS

  11. AMSR Cycle Read Analysis • Scope limited to March AMSR Cycle Reads where the kWh delta was greater than +/- 500 kWh • How many ESIs are there if the kWh delta was set at +/- 250 kWh? RMS Update to COPS

  12. SMT Statistics for July 2016 • SMT Help Desk Calls 531 (+ 27) • SMT Help Desk Tickets 477 (+ 38) • Residential = 412 (+ 33) • GUI access issues = 108 (+ 35) –U/ID and P/W Invalid • Registration issues = 203 (+ 7) – Typo Errors • SMT Registered Users (Res) 72,962(+ 1,866) • ESIs in SMT 7,194,205 (+14,705) • Active Meters in SMT 7,128,941(+15,323) RMS Update to COPS

  13. SMT Statistics for July 2016 • Active Energy Data Agreements 1,742(7/31/16) • *Total Energy Data Agreements 1,744 (-297) *Active and Pending • AEPN = 12; CNP = 725; Oncor = 965; TNMP = 42 • HAN Device Agreements 392 (NC) • HAN Devices 9,269 (-112) • 3rd Parties Registered @ SMT 116 (+ 6) • REPs Registered @ SMT 110 (NC) On Demand Reads • Customers 8,352 • REPs 5 • 3rd Party 4 RMS Update to COPS

  14. ERCOT Updates: • IT Incident Report - August • Service Availability – August • Retail Market IT systems met all SLA targets • MarkeTrak Incidents & Maintenance • 08/14/16 – Planned Maintenance (Site Failover – Retail Processing, MarkeTrak, FindESIID, FindTransaction) • 08/16/16 – MarkeTrak, FindESIID, and FindTransaction issue • From 10:15 AM to 11:40 AM MarkeTrak, FindESIID, and FindTransaction were degraded or unavailable • Retail Transaction processing was not impacted • Root cause was a server memory issue • 08/24/16 – MarkeTrak, Retail MIS (FindESIID, and FindTransaction) issue • From 03:46 PM to 03:55 PM MarkeTrak and Retail MIS (FindESIID, and FindTransaction) were unavailable • Retail Transaction processing was not impacted • Root cause was unplanned maintenance • MarkeTrak Performance was within Target guidelines RMS Update to COPS

  15. ERCOT Updates: • 2Q 2016 Performance Measures • http://ercot.com/content/wcm/key_documents_lists/81474/5._RMS_2Q_2016_PM_Comparison.pptx • The Market Performed at 100% for All Transactions for 2Q 2016 • Inadvertent Gain Statistics Reporting: • http://ercot.com/content/wcm/key_documents_lists/102836/11._Inadvertent_Stats___June_2016.pptx • Flight 1016 Update • Flight 1016 signup begins 09/07/16 • Flight 1016 signup deadline is 09/14/16 (Adhoc, 10/21/16 for Current MPs Only, subject to Flight Administrator and TDSPs’ Approval) • Connectivity testing begins 09/20/16 • Day 1 transactions begin 10/10/16 • Flight 1016 is scheduled to conclude on 10/21/16 (Contingency/Adhoc Period until 11/18/16) • NOTE: Simulated (SIM) Dates will not be used in Flight 1016 RMS Update to COPS

  16. RMS 2016 Goals/Review and 2017 Calendar • RMS Goals for 2016 • Mid-Year Progress Report was provided for RMS internal review and feedback. • http://ercot.com/content/wcm/key_documents_lists/102836/13.__2016_RMS_Goals_Mid_Year__Report_Card_09_13_16.doc • Discussed TAC’s Structural Review discussed on 8/25 • Discussed 2017 Block RMS Meeting Schedule: • http://ercot.com/content/wcm/key_documents_lists/102836/14._2017_Draft_Block_Meeting_Schedule.v2.xls • RMS agreed to remove March 7th and keep March 28th since Spring Break normally scheduled on the first week of March. • RMS agreed to move Tues, August 1, 2017 to Wed. August 16, 2017. • RMS Leaderships received email confirmation that GCPA Conference in Austin is scheduled second week of October in 2017, so first week of October 2017 is correctly scheduled. RMS Update to COPS

  17. “Other Business” & “Save the Dates” • Other Business: • Preliminary Discussion: Market Notice Request (Standardize approved TDSP Rate Rider and DSC revisions) • http://ercot.com/content/wcm/key_documents_lists/102836/15._Preliminary_Discussion_Market_Notice_Request__9_13_16_.pptx • Action Item: Additional discussions needed by CR and TDSPs both internally and as a market to identify a viable solution which everyone can agree. • 2017 Cycle Meter Read Schedules – CRs requested that TDSPs provide a Market Notice via the RMS listserv when those schedules become available similar to what was done in 2015 for 2016 schedules. • Save the Date Reminders: • Thursday, September 15, 2016: AEP’s Annual Competitive Retailer Workshop at AEP’s Offices in Corpus Christi, TX • RMS cancelled the October 4thmeeting due to conflicts with the 2016 Gulf Coast Power Association (GCPA) Conference in Austin. • Monday, October 24 – Tuesday October 25, 2016: Oncor’s REP Appreciation Event and Workshop at Baylor University Football Stadium in Waco, TX – Events planned at “Magnolia’s” from the HGTV show “Fixer Upper” RMS Update to COPS

  18. Questions? RMS ,Update to COPS

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