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RMS Update from ERCOT Market Services August 29, 2002

RMS Update from ERCOT Market Services August 29, 2002. Retail Market Update. Topics ERCOT’s Master Project Plan Move-In/Move-Out Issues/Initiatives (separate presentations) ESI ID Tracking System (ETS) Version 1.5 Project Market Synchronization Plan Non-PTB Back Dated Switches

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RMS Update from ERCOT Market Services August 29, 2002

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  1. RMS Update from ERCOT Market Services August 29, 2002

  2. Retail Market Update Topics • ERCOT’s Master Project Plan • Move-In/Move-Out Issues/Initiatives (separate presentations) • 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

  3. Master Project 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 of projects with ERCOT steering committee completed • Consolidated list of all active and planned projects distributed to TAC, subcommittees, and PUCT on August 20th • PRS completed prioritization of projects originated by Market Participants on August 28th • Next Steps… • ERCOT and TAC to finalize list of priorities including project originated by ERCOT, PUCT and MPs as submitted by PRS • Begin aligning ERCOT resources with priorities established when approved by ERCOT BOD • Finalize approved project spending and people and synchronize with the 2003 budget/plan

  5. ESI ID Tracking System (ETS)Tx SET Version 1.5Updates

  6. Phase I Progress Completed Functional and Technical Design Documents Production and Development Hardware ordered Database Server being configured and loaded for testing Report Development has started Still on schedule to be completed November 1, 2002 Phase II Progress Began work on Requirements Document Completed initial cost estimates Summarized Market requirements for data content Seeking funding and approval from ERCOT Board for 2003 ETSPhase I & II

  7. TX Set Version 1.5 Next Steps Timeline 2/24/03 4/4/03 6/17/02 9/17/02 12/17/02 • Continue on schedule consistent with 4/4/2003 implementation • Early deliverable will not be pursued Detail Design Construction Internal System Test Market Test 1.5 Implementation

  8. Market Synchronization Activities

  9. 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 • Programs to compare and report discrepancies are complete • MP agreed upon approach resolution for 22 known scenarios at July 26th design meeting • All data files received on or before August 12th • ERCOT corrected file deficiencies related to Duns numbers • 4.7 Million ESI IDs (70%) identified as perfect Synch – sent to MPs • In Progress • ERCOT analyzing out of sync results from Market files .

  10. Market Synchronization Retailer Synchronization (continued) • Next Steps • September 10th ….. ERCOT to identify remaining out-of-synch conditions …. ERCOT will host 2nd design meeting to prioritize and define correction criteria ….. Entities begin correction for agreed upon scenarios • September 18th….. RMS decision for disputed scenarios • October 3rd …… Escalate issues to TAC (if required)

  11. 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 998 • Number of ESI IDs that are corrected 807 (81%) • In Progress • Number of ESI IDs where CR matches but date does not 135 (13%) (TDSP and Retailers to agree to date) • Number of ESI IDs where CR is not CR of record 56 ( 6%) (TDSP and Retailers to agree to switch & date) • Next Steps • Escalate ESI IDs not agreed upon • Scope creep moved to QRE effort

  12. Market Synchronization – Non Price to Beat

  13. IDR Meter Data

  14. IDR Data Loaded into LodestarJuly 30th Report 95% or better expected 70%

  15. IDR Data Loaded into LodestarAugust 27th Report 95% or better expected 75%

  16. IDR Meter Usage Report - August 27, 2002

  17. Lodestar IDR Data Loading Improvement Recommendations by TDSPs

  18. 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 meet August 15th to define scope of 9 items • Conference call held on August 26th to refine scope and follow-up • 1 item is complete • In Progress • 8 items defined for immediate action • 6 items defined as long term fixes (require project plan) • Request RMS create task group for 2 TX SET related items • Next Steps • Seek project funding and priority approval from ERCOT Board of Directors .

  19. IDR Data Loading Recommendations by TDSPs .

  20. Processing of No-Order Connects“moved-out ESI IDs with consumption”

  21. Moved-out ESI IDs with Consumptiona.k.a. “no-order connects” or “left-in-hot” • Background • PUC issued a moratorium on disconnecting ESI IDs with move-outs. Results of April 5th open meeting: TDSPs are to monitor these ESI IDs and any using >250 KWH are to be made active with the affiliate REP. • Objective • Create a process to activate “moved-out” ESI IDs to affiliate REP based upon the old AREP .csv process. • Completed Items • ERCOT internal meeting to define scope of changes to AREP process • In Progress • ERCOT to create project request • ERCOT performing code review and defining modifications • Next Steps • Implement new “Left-In-Hot” csv process • TDSPs to provide list of ESI IDs to process when requested by ERCOT

  22. Resettlement Update

  23. 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. Expected start of re-settlements is next week. Six Issues/Status: • IDR Data Loading – 100% for market through Sept 09, 2001 • NOIE IDR Data Correction – Completed and verified by TDSP • Profile ID Corrections • ONCOR and AEP now pass the PWG approved acceptable criteria • CenterPoint and TNMP target meeting acceptable criteria by August 29th • Lodestar and Siebel Status Mismatches • Complete for 2001 resettlement dates • TNMP and AEP have completed negative consumption fixes • Outstanding OOMC Disputes • QSEs have submitted corrections (reduced payments apply otherwise) . Once resettlements resume, statistics will be monitored and reported

  24. Retail Portal Performance

  25. Retail Portal Performance Updates • Find ESI ID Functionality • ERCOT IT Staff Implemented Architecture Change to Find ESI ID on July 28 • Moving Siebel queries directly to Oracle • Significant Improvements

  26. Find ESI ID 5 Weeks Ago

  27. Find ESI ID Last Week – Over 99 % Success Rate

  28. Retail Portal Performance Items Find Transaction Functionality ERCOT IT Staff Implemented Architecture Change to Find Transaction on 8/11 • Moving Siebel queries directly to Oracle • Significant Improvements

  29. Find Transaction 4 Weeks Ago

  30. Find Transaction Last Week – Over 99% Success Rate

  31. Portal Performance Conclusions • Portal Performance has been improved to better than 99% consistently • The volume of successful Portal transactions has increased in the last 4 weeks and performance has held steady • Market confidence in the Portal is increasing as evidenced by Portal usage • ERCOT will continue to monitor performance and address future issues if needed

  32. Quick Recovery Team Update

  33. Quick Recovery Effort Expanded Period for Investigation June 1, 2001 – July 31, 2002 • QRE will begin accepting spreadsheets in the QRE format for the expanded period immediately. • QRE is organized such that each QRE member is matched up with a CR • QRE will work with CRs to determine CR priorities • June-July period may be easier to resolve because less time has elapsed and, therefore, less activity has had time to accumulate on the ESI Id. • QRE will provide follow-up notification via Tech Call and email to MPs.

  34. Quick Recovery EffortProgress • Created FasTrak issue for all TDSPs to provide a consolidated spreadsheet for all QRE requests for information or data • Need timely confirmation of file receipt from CRs • QRE accountability is affected if acknowledgment is not received timely • Website shows progress and we’d like it to be accurate • Documentation is being created to outline processes used by QRE team to ensure consistency and allow for team knowledge transfer

  35. Current Status Entity (In Progress IDs) Quantity Quantity New TDSP 32703 10649 QRE Team In Analysis 5081 4565 In Progress CR 28083 12353 Resolved Total 37028 28083 Total 102379 ESI Ids Reported to QRE (as of August 28, 2002) Point of Issue (Resolved IDs) Quantity Cause Not Reported 2252 CR 12303 ERCOT EAI 238 ERCOT FTP 32 ERCOT Manual Process (814_08) 1852 ERCOT PaperFree 2852 ERCOT Out of Protocol 26 ERCOT Siebel 184 ERCOT TCH 5540 TDSP 11748 Un-executable 1 Total 37028

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