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ERCOT

ERCOT. Follow up on questions from 2/11 discussion on proposed Expedited Switch rulemaking changes…. ERCOT’s understanding of the proposed rulemaking:. Currently there are 2 types of Switch transactions: On-Cycle – ERCOT sends the First Available Switch Date (FASD) to the TDU

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ERCOT

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  1. ERCOT Follow up on questions from 2/11 discussion on proposed Expedited Switch rulemaking changes…

  2. ERCOT’s understanding of the proposed rulemaking: • Currently there are 2 types of Switch transactions: • On-Cycle – ERCOT sends the First Available Switch Date (FASD) to the TDU • Out-of-Cycle – ERCOT sends the FASD and the Special Read Date Requested by the Rep to the TDU • After the rule making ERCOT believes the Expedited Switch will replace the On-Cycle Switch: • Expedited – ERCOT sends the FASD to the TDU. TDU returns a Scheduled Meter Read Date (SMRD) for the Switch within the 6 calendar day window. • Out-of-Cycle – ERCOT sends the FASD and the Special Read Date Requested by the Rep to the TDU

  3. Two or Three Types? • If with proposed rulemaking the Expedited Switch replaces the On-Cycle Switch: • ERCOT believes we may have to make minor system changes. • No TX SET version change foreseen. • Cancels inside the window(s) to be managed with the MarkeTrak process. • If proposed rulemaking has 3 types of switches – Off-cycle, On-cycle and Expedited: • ERCOT would work with the market to add the expedited switch processes into the stacking logic. • TX SET change would be required to accommodate the expedited switch transaction. • ERCOT believes we may have to make major system changes and facilitate a flight test with the market prior to implementation.

  4. Parking Lot / Questions for follow up? • What other questions would MPs like ERCOT to research to bring back to future meetings? • Show trans flow of priority MVI with switch • Show trans flow of permit pending MVI with switch • Review impact to ERCOT system/stacking logic if change evaluation / cancellation window for switches from 5 day to 2 day • Review impact to ERCOT system/stacking logic if change FASD date from EPD+3BD to EPD+1BD, EPD+2BD • Review impact to ERCOT system/stacking logic if change FASD to equal the 6 calendar days out (TDSP bounce back the FASD as the SMRD)

  5. Follow up #1 – Trans Flow of Priority MVI with Switch • Scenario 1 - • Priority Move In received day before a scheduled Switch • ERCOT will accept the Move In and cancel the Switch, same as standard MVI scenario Rep B submits priority MVI for 02/17 Switch for REP A is Scheduled for 02/17 Switch FASD is calculated at 3 Business days Switch for 2/17 will be Cancelled REP A submits Expedited Switch TDSP schedules Switch within the 6 day window REP C is Rep of Record Thursday 02/12 Saturday02/21 Wednesday 02/18 Sunday 02/15 Saturday 02/07 Monday 02/09

  6. Follow up #1 – Trans Flow of Priority MVI with Switch • Scenario 2 - • Priority Move In received same day as scheduled Switch • ERCOT will accept the Move In. The Switch will not be cancelled on receipt of the Move In. • Switch will be cancelled upon receipt of the 814_04 on the Move In Switch for REP A is Scheduled for 02/17 Switch FASD is calculated at 3 Business days Rep B submits priority MVI for 02/17 Switch for 2/17 will be Cancelled upon receipt of the 814_04 on the Move In REP A submits Expedited Switch TDSP schedules Switch within the 6 day window REP C is Rep of Record Thursday 02/12 Saturday02/21 Wednesday 02/18 Sunday 02/15 Saturday 02/07 Monday 02/09

  7. Follow up #2 – Trans Flow of Permit Pending MVI w/Switch • Scenario 1 • Permit Pending Move In received prior to Switch. • ERCOT will accept the Switch. Switch is not cancelled. Rep B submits MVI requesting 2/16. TDSP responds with 814_28 PT Switch for REP A is Scheduled for 02/17 Switch FASD is calculated at 3 Business days TDSP schedules Switch within the 6 day window REP C is Rep of Record REP A submits Expedited Switch Thursday 02/12 Saturday02/21 Wednesday 02/18 Sunday 02/15 Saturday 02/07 Monday 02/09

  8. Follow up #3 – Trans Flow / Impact of 5 day to 2 day for evaluation / cancellation window • Scenario 1 • Cancel & Notification changed to 2 business days • ERCOT would accept the 814_08 from the CR until 2 business days prior to the Scheduled Meter Read Date of the Switch. • ERCOT would have to make system changes. Similar to MVI logic. • No TX SET version change foreseen. • Cancels inside the 2 day window to be managed with the current MarkeTrak process.

  9. Follow up #3 – Trans Flow / Impact of 5 day to 2 day for evaluation / cancellation window • Scenario 1 - continued • Cancel & Notification changed to 2 business days • ERCOT will accept the 814_08 from the CR until 2 business days prior to the Scheduled Meter Read Date of the Switch. Rep A submits Expedited Switch Switch FASD is calculated at 3 Business days Switch for REP A is Scheduled for 02/16 TDSP schedules Switch within the 6 day window REP C is Rep of Record Thursday 02/12 Saturday02/21 Wednesday 02/18 Sunday 02/15 Saturday 02/07 Monday 02/09 2 business day cancel window REP Cancel will be accepted through 2/11 814_06 Notification will be sent 2/12

  10. Follow up #3 – Trans Flow / Impact of 5 day to 2 day for evaluation / cancellation window • Scenario 2 • Cancel & Notification changed to 2 business days • TDSP determines the Switch can be worked prior to Scheduled Meter Read Date. ERCOT send 814_06 after the Switch completes in ERCOTs system Rep A submits Expedited Switch Switch FASD is calculated at 3 Business days Switch for REP A is Scheduled for 02/16 TDSP schedules Switch within the 6 day window REP C is Rep of Record Thursday 02/12 Saturday02/21 Wednesday 02/18 Sunday 02/15 Saturday 02/07 Monday 02/09 TDSP determines they can work the switch early and completes for 02/11 814_06 is not sent till after the Switch Completes in ERCOTs system or at 2 Business Prior to the SMRD of 2/16

  11. Follow up #4 and #5 • Review impact to ERCOT system/stacking logic if change FASD date from EPD+3BD to EPD+1BD, EPD+2BD • Review impact to ERCOT system/stacking logic if change FASD to equal the 6 calendar days out (TDSP bounce back the FASD as the SMRD) If proposed rulemaking changes the FASD timeline • ERCOT would work with the market to adjust the new FASD timeline along with other expedited switch changes into the MIMO stacking logic business rules • TX SET change would be required to accommodate the expedited switch transaction. • ERCOT believes we may have to make major system changes and facilitate a flight test with the market prior to implementation.

  12. REP / TDSP Questions for follow up? • What other questions were brought up for MPs to review and bring back for next time? • All MPs – review slide deck and determine impacts, gaps, questions • TDSPs asked • Are REPs open to the use of estimates? • How will the expected switch date of an expedited switch be communicated to the customer? • REPs asked • What additional changes have to occur at the TDSP level if FASD remains at 3BD but the evaluation window shrinks from 5BD to 2BD • What if the 6th calendar day is on a non-business day? Will the TDSP go back to the last BD to determine the scheduled date?

  13. Parking Lot / Questions for follow up? • What other questions were brought up for MPs to review and bring back for next time? • Obviously any rulemaking changes then result in corresponding PRR, RMGRR that the market and ERCOT would need to review. • Do we need another workshop?

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