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Update from ERCOT Market Services for RMS September 26, 2002

Update from ERCOT Market Services for RMS September 26, 2002. Retail Market Update. Topics ERCOT’s Master Project Plan Move-In/Move-Out Issues/Initiatives GISB 1.4 Update ETS Update Quick Recovery Team Update New Power Transfer Update Market Synchronization Activities

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Update from ERCOT Market Services for RMS September 26, 2002

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  1. Update from ERCOT Market Services for RMS September 26, 2002

  2. Retail Market Update Topics • ERCOT’s Master Project Plan • Move-In/Move-Out Issues/Initiatives • GISB 1.4 Update • ETS 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 • 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 • TAC approved list of priorities on September 5th • List delivered to ERCOT BOD targeted for approval at October meeting • Next Steps… • ERCOT resources are being aligned with recommended priorities • Synchronize with the 2003 budget/plan when approved

  5. Move-in and Move-out Short Term Solutions Update

  6. Move-in/Move-outShort-termSolution Status RMS has agreed to consider the following items Closed with the analysis remanded over to the Long-term MVI/MVO Working Group… Provide Visibility into ERCOT’s Systems Splitting Move-In from Switch NFI Rejection Codes Expedite ESI ID Creation (7A-ERCOT's portion) RMS is being asked to Move the following items to the Long-term MVI/MVO Working Group Cancellation of Pending Switch Holding Move-In/Move-Out Transactions Expedite ESI ID Creation (7B-Oncor’s portion) Safety Net Move-In:First part was remanded to QRE. Second part is not being acted upon because it requires ERCOT to process all the MIMO Safety Net Spreadsheets rather than TDSPs

  7. Move-in / Move-out Long-term Recommendations

  8. Move-in/Move-outLong-termSolution Status Completed • Established task force of market participants on September 5th • Reviewed additional root cause analysis by MPs • 3 working sessions over the next several weeks with MPs. 1st is September 24th-25th. Next Steps • Develop comprehensive list of business scenarios not addressed by short-term solutions • Develop detailed requirements for long-term resolution in preparation for RFP and subsequent implementation plan

  9. Move-in/Move-outLong-termSolution Status Why Root Cause Analysis? • Ensure problem resolution investments are consistent with what greatest value to market • Confirm that current market design/implementation is viable • Confirm detailed understanding of causes • Errors in current systems implementation • Protocol/procedural gaps • Execution issues at ERCOT and Market Participants • How are ERCOT’s systems built? • Confirm TDSPs have consistent design • Confirm current system’s performance and transaction sequencing

  10. 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 11-01-02 Develop detailed requirements document for RFP - RMS Approves MIMO requirements document - Release RFP 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

  11. GISB 1.4 Update

  12. 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, • targeting the first week of October for preliminary market participant tests • TDTWG is surveying market participants to finalize migration readiness dates • ERCOT will publish preliminary migration schedule and plan by the end of October. • Expecting first market participant migration in late November. • ERCOT will plan to migrate 2-3 participants per week per the schedule and based on market participants readiness • Goal is to complete migration off of FTP by April 1, 2003

  13. ESI ID Tracking System (ETS)

  14. Phase I Progress Production Database Server and Application Server has been ordered Development Database Server and Application Server are configured and installed on the network Report Development 95% complete String Testing is complete Testing in ITEST underway On schedule for November 1, 2002 Phase II Progress Began work on Requirements Document Modifying initial cost estimates for PUCT Data Requirements Summarized Market requirements for data content Seeking funding and approval from ERCOT Board for 2003 ETSPhase I & II

  15. Quick Recovery Team Update

  16. Quick Recovery Effort Period for Investigation Expanded January 1, 2002 – July 31, 2002 • QRE is proactively working the Siebel extract report for all Business Processes from the period July 1- July 31 that are still showing up as Scheduled on the ERCOT report. • QRE will be working with Data Management to assist in clearing FasTrak issues prior to July 31, 2002. QRE will take direction from Data Management – it is not necessary for MPs to do anything. • QRE is working to set up weekly status conference calls with each MP to review QRE progress.

  17. Quick Recovery Effort • Created FasTrak issue for all TDSPs to provide a consolidated spreadsheet for all QRE requests for information or data • TDSP responses to request for transactions are uploaded and tracked in QRE database • Pursuing responses from CRs and TDSPs • ~7,875ESI Ids are awaiting more information or acknowledgment of closure from CR • ~21,000 have been sent to TDSPs for investigation • Documentation is being created to outline processes used by QRE team to ensure consistency and allow for team knowledge transfer to ERCOT • Training materials are being created and assembled to pilot on ERCOT new hires

  18. Point of Failure Entity Quantity Quantity Cause Not Reported TDSP 20889 2166 QRE Team CR 6391 32629 CR CR Failure 7870 180 ERCOT Total 35150 1086 ERCOT EAI 267 ERCOT FTP 696 ERCOT Manual Process (814_08) 3348 Current Status Quantity ERCOT Out of Protocol 26 ERCOT PaperFree 7627 New 6990 ERCOT Siebel 591 ERCOT TCH 6728 In Analysis 7295 TCH to Siebel Failure 1 In Progress 35150 TDSP 12096 TDSP Failure 55 Resolved 67496 Total 67496 Total 116931 ESI Ids Reported to QRE (as of September 24, 2002)

  19. New Power Transition Status

  20. New Power Transition Status • Not resolved because • Unrelated pending transactions against ESI ID from 3rd party • Out of sync conditions exist • Insufficient information about ESI ID available or failed previous transaction • To be finished by 9/27/2002

  21. Market Synchronization Activities

  22. 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-synch 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 • ERCOT sent priority 1 and 2 out-of-sync files to TDSPs and CRs • Sept 17th and 24th conference calls to set file analysis response timelines for TDSPs and CRs, discussion of progress and open issues • In Progress • ERCOT sending priority 3-6 out-of-sync files to TDSPs and CRs by October 4th • TDSPs and CRs to send analysis of priority 1 files by Sept 26th and priority 2 files by Sept 30th • TDSPs and CRs analyzing files received from ERCOT • Weekly conference calls scheduled .

  23. Market Synchronization Retailer Synchronization Project ESI IDs Under Analysis 859,836 Considered In Sync 5,279,063 Non-ERCOT area Removed from Analysis 945,000

  24. Market Synchronization Retailer Synchronization (continued) • Next Steps • October 1st, 8th, 15th • Follow-up Conference Calls • Define items for immediate “fix” and report on progress • Define issues to raise to RMS • October 16th • Present any disputed scenarios to RMS • November 7th • Escalate issues to TAC (if required)

  25. 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 • 897 (85%) ESI IDs are corrected • 74 ( 1%) ESI IDs were agreed not to fix by TDSP and CR • In Progress • 162 (14%) ESI IDs remaining to be fixed • 134 where CR and TDSP agree to fix • 28 where CR and TDSP are not in agreement – CR will have to escalate

  26. Market Synchronization – Non Price to Beat • Next Steps • ERCOT to continue to confirm changes in Siebel and Lodestar • Round 2 of analysis in progress at ERCOT • ERCOT will provide suggested next steps to the submitting CR and TDSP • Scheduling conference calls with TDSP to determine next steps for those ESI IDs that still need to be fixed (ERCOT metering team included on calls) • CR to escalate ESI IDs where no agreement exists

  27. Consumption Data Loading Reports

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

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

  30. IDR Data Status Report September 24, 2002

  31. Non-IDR Data Status Report September 23, 2002

  32. Lodestar IDR Data Loading Improvement Recommendations by TDSPs

  33. 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 • Seek project funding and priority approval .

  34. IDR Data Loading Recommendations by TDSPs .

  35. Resettlement Update

  36. 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. Re-settlements started the night of September 4th . 36 re-settlements have been posted. 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 – All TDSPs now pass the acceptable criteria • Lodestar and Siebel Status Mismatches – Complete for 2001 dates • TNMP and AEP have completed negative consumption fixes • Outstanding OOMC Disputes – QSEs have submitted corrections (reduced payments apply otherwise) . Statistics will be continue to be monitored for compliance

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