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Enhancing True-Up Settlements: Role of Account Management and IDR Data Completeness at ERCOT

This document outlines the significance of IDR data completeness for True-Up settlements at ERCOT, as mandated by Section 9.2.6. Established in 2002 due to poor data loading, the requirement of at least 99% data completeness ERCOT-wide and 90% per Meter Reading Entity (MRE) is critical. Issues arise when MREs have insufficient IDR ESIIDs, which can hinder meeting the 90% target, leading to delays in settlements. Proposed language changes for True-Up Statements emphasize the necessity of thorough data validation and timely issuance of statements to ensure compliance and efficiency.

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Enhancing True-Up Settlements: Role of Account Management and IDR Data Completeness at ERCOT

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  1. Role of Account Management at ERCOT IDR Protocol Requirement for True-Up Settlement COPS September 27, 2005

  2. Background • Section 9.2.6 specifies IDR data completeness levels required for True-Up Settlements: • 99% ERCOT-wide • 90% per MRE • Protocol requirement was put in place during 2002 when IDR data loading was poor • Currently the IDR data completeness levels are consistently above 99% ERCOT-wide • Issue: • Several MREs have few IDR ESIIDs • Missing data on a single ESIID can cause these MREs to miss their 90% target • This situation has occurred on multiple occasions • Can result in True-Up settlements being delayed

  3. IDR ESIID Counts by MRE

  4. Suggested Protocol Language Change 9.2.6 True-Up Statement ERCOT will use all available settlement data, as described in Section 9.2, Settlement Statements to produce the True-Up Statement for each Statement Recipient for each given Operating Day. True-Up Statements will be issued six (6) months following the Operating Day providing at least that ERCOT has received and validated at least ninety-nine percent (99%) of the total IDR data and that ERCOT has received and validated at least ninety percent (90%) of the IDR data from each Meter Reading Entity (MRE) with at least 20 IDR ESIIDs. If the above conditions have not been met, True-Up Statements will be issued as soon as the IDR data becomes available. If no True-Up Statement has been issued twelve (12) months after the operating day, a True-Up Statement will be issued. In the event that any True-Up settlement date does not fall on a Business Day, then the True-Up Statement will be issued on the following Business Day.

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