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Update from ERCOT Retail Market Services to RMS September 26, 2003

Update from ERCOT Retail Market Services to RMS September 26, 2003. Retail Market Update. Topics Data Variance / Data Archive FasTrak D2D / DEV Update Pre-TX SET 1.5 Clean up Progress Report SCR 727 Training Announcement Recent Data Loading Improvements V1.6 Coordination Team Update

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Update from ERCOT Retail Market Services to RMS September 26, 2003

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  1. Update from ERCOT Retail Market Services to RMS September 26, 2003

  2. Retail Market Update Topics • Data Variance / Data Archive • FasTrak D2D / DEV Update • Pre-TX SET 1.5 Clean up Progress Report • SCR 727 Training Announcement • Recent Data Loading Improvements • V1.6 Coordination Team Update • Texas Market Link (PRP Phase 1) Update • Move-In /Move-Out Market Solution to Stacking (V2.0) • Customer Protection Period & 814.08 Issue • Flight 0703 Completion • Flight 1003 Status Report

  3. SCR 727 Extract Update

  4. Proposed Timeline for Extract, Variances, True-Ups Extracts 9/26/03 Post last “old” daily extract 10/1/03 Clear all “old” extracts from Portal 10/7/03 “New” daily extracts 10/6/03 “New” extracts available Variances 10/1/03 Stop “old” variance process 10/10/03 Complete existing variances w/ answers; Close remaining 10/13/03 Begin filing new variances; Change prioritization on variance work 12/7/03 Deadline to file variances for 1/1/03 True-Up Settlements 10/1/03 Resettlement of 2003 dates beginning with selected June dates 2/7/04 Begin True-Up runs for 2003

  5. 60 Calendar Days Settlement takes place 10 Business Days 14 Business Days Submit Variance at least 60 days prior to scheduled resettlement ERCOT initial validation and analysis completed TDSP/CR Initial Response • ERCOT: • Takes corrective action and/or • Performs Turnaround with MPs • Responds to submitter • Issues to Consider: • It is possible that the initial response from the TDSP/CR requires a turnaround to the initiator of the issue. Proposed Timeline LSE Variances LSE Variances

  6. 60 Calendar Days Settlement takes place 45 Calendar Days 15 Calendar Days Submit Variance at least 60 days prior to scheduled resettlement TDSP validation and analysis completed; Response provided to submitting party TDSP to send transactions if necessary • Issues to Consider: • Depending on the resolution of the variance, the TDSP may have to submit transactions. • ERCOT will work with TDSP to resolve any transaction issues to fix variances Proposed Timeline NIDR Usage Variances NIDR Usage Variances

  7. 60 Calendar Days Settlement takes place IDR Usage Variances 45 Calendar Days 15 Calendar Days Submit Variance at least 60 days prior to scheduled resettlement TDSP validation and analysis completed; Response provided to submitting party TDSP to send transactions if necessary • Issues to Consider: • Depending on the resolution of the variance, the TDSP may have to submit transactions. • ERCOT will work with TDSP to resolve any transaction issues to fix variances Proposed Timeline IDR Usage Variances

  8. 60 Calendar Days Settlement takes place 45 Calendar Days 15 Calendar Days ESI ID Characteristics Submit Variance at least 60 days prior to scheduled resettlement TDSP validation and analysis completed; Response provided to submitting party TDSP to send transactions if necessary Settlement takes place 10 Calendar Days 15 Calendar Days ESI ID Existence Submit Variance at least 60 days prior to scheduled resettlement ERCOT validation and analysis completed TDSP to send transactions if necessary • Issues to Consider: • Depending on the resolution of the variance, the TDSP may have to submit transactions. • ERCOT will work with TDSP to resolve any transaction issues to fix variances Proposed Timeline Service History ESI ID Characteristics Variances

  9. ERCOT Proposed Changes • Require 60 Calendar Days for complete resolution to all issues • Prioritization • Work Issues according to submission date • Issues should be submitted in chronological order for True-Up Settlements • Allow usage variances only if the variance involves an ADU change of at least ?? kWh

  10. FasTrak Issue Status • Day-to-Day • Data Extract Variances (DEV)

  11. FasTrak 2003 “Day to Day”Issue Stats (as of 09-23-2003) • Of the 321 In Progress with ERCOT, 166 are resolved and awaiting other party resolution check off • Total ESI IDs worked to date since January 1, 2003 = 227,818 • Of the 1,771 New and In Progress with Non- ERCOT, 24 are for the year 2002 • Number of ESI IDs not tracked

  12. FasTrak Data Extract VarianceIssue Stats (as of 09-23-2003)

  13. Pre TX Set 1.5 Data Clean Up • Directive from RMS 07-17-03 Meeting • Pre TX SET 1.5 Status Report • Ongoing Transaction Clean-up Process

  14. Pre-TX Set 1.5 Data Cleanup Background: ERCOT identified “In Review”, “Scheduled” and “Canceled with Exception with Meter Reads” that were not completed from early 2002 to April 11, 2003. RMS Vote, July 17th, 2003: Recommend RMS direct ERCOT to completely clean-up by August 13th, 2003 the Pre-Tx Set 1.5 In Review, Scheduled and Cancel With Exception that have been identified and sent to the market participants which should include cancels with CR approvals. ERCOT will provide at August RMS full statistics involving market participants broken down per issue type. ERCOT is directed that if the TDSP provides file names, ERCOT will locate and re-process if it is a valid transaction. RMS directs the TDSPs and CRs to provide transactions or information necessary to achieve the completion of the data clean-up.

  15. Pre-TX Set 1.5 Data Cleanup

  16. Ongoing Transaction Data Clean-up Clean-up Process Steps: a) ERCOT runs the query monthly and defines the Action Items needed (The first run will have a few months data). • In-Review with Meter Read: Notify TDSP and request 814_04 then completing transaction. • Scheduled with Meter read but not associated to BPI: Notify TDSP and request completing transaction. • Scheduled No Meter Read: Notify TDSP and request 867 completing transaction. • CWE with Meter Read: Notify TDSP and find out if they thought the transaction had completed. If so – take corrective action. b) ERCOT distributes the lists to MP who owe the follow-up action. c) MP Responds and ERCOT coordinates the clean-up activities. d) ERCOT to report Monthly to RMS.

  17. SCR 727 Training Announcement September 29-30, 2003

  18. SCR 727 Training 9/29-9/30 WHAT is the SCR 727 Training? Overview of the 727 Process: • Understanding ERCOT data flow • Loading the SCR 727 DDL • Understanding the data within the extract • Logging Data Extract Variance (DEV) issues using the FasTrak tool • ERCOT’s policies and procedures for working DEV issues

  19. SCR 727 Training 9/29-9/30 WHO is the Intended Audience? The SCR 727 Training was developed for: • CRs, TDSPs, and NOIEs utilizing or planning to utilize the SCR 727 Extract • Both technical and business individuals who are or will be working with the 727 data for your entity • 100 RSVPs from 23 CRs, 6 TDSPs, 2 Service Providers and ERCOT

  20. SCR 727 Training 9/29-9/30 WHEN is the SCR 727 Training? A two-day SCR 727 Training will be held: Monday, September 29, 2003 10am – 5pm Tuesday, September 30, 2003 8:30am- 5pm Williamson County Convention Center Wingate Hotel - Round Rock (Note: Location Change)

  21. Data Loading ImprovementsPR-30125 Update

  22. PR-30125 Data Loading Improvements • August 6, 2003 Implementation: • Positive response to MRE for both IDR & NIDR usage • Error response for IDR data submitted that is not for whole days (must start at 00:00:00 and end at 23:59:59) • Error response for IDR data submitted for any ERCOT-read meter • Error response for extreme usage (Average Daily Usage > 49,998 kWh) • Error response for NIDR data that covers more than 6 months

  23. PR-30125 Data Loading Improvements • September 3, 2003 Implementation: • Allow usage to span multiple service history rows except in three cases: • MRE change • Profile change • Rep change • Error response provided when IDR data is submitted but not channel/recorder set up for the ESI ID.

  24. PR-30125 Data Loading Improvements • September 17, 2003 Implementation: • Response files provided to CRs for usage loading into Lodestar (provided to CR indicated in the forwarding DUNS field of the 867_03) • Allow duplicate Transaction IDs for IDR data sent via 867_03s

  25. PR-30125 Data Loading Improvements • Upcoming implementations (November): • 814_20 processing improvements to allow 814_20 changes to load regardless of whether it coincides with usage except for certain changes: • MRE changes • Profile code changes • REP changes • 814_20 retire will reject unless the account is de-energized in both Siebel & Lodestar

  26. Texas Set V.1.6 Implementation Update Update to RMSPresented by Dave Odle

  27. Background InformationTX SET Version1.6 • Implementation of functionality to support automated portions of Competitive Meter Ownership • Define and set expectations on identified manual processes for Competitive Meter Ownership • Clarifications on payment and remittance processes as defined by the 810/820 workshop

  28. Background on Requirements Texas Set V1.6 Functional Requirements • CC 427 – Meter level segments NOT USED for unmetered services • CC 458 – REF~1P NOT USED by the CR on the 814_13 • CC 462 - One to One suspension and cancellation of delivery services • CC 469 - Reject Code “FRB” to be used by all MPs (Not just MCTDSPs) • CC 511 - Removal of special characters from PER.04 & PER.06 • CC 512 – Meter Ownership credit on the invoice • CC 513 – New segment to maintain ESI ID showing meter ownership • CC 533 – Dependency DTM~MRR, “DC003” code, & BGN.08 on the 650_02 • CC 552 – Clarification of CC 513 on when it is used • Manual – Competitive meter manual processes

  29. Group 1 Functional Changes Group 2 Implementation Guide Changes Group 3 Manual Processes identified by the COMET working group Group 4 810/820 rules CC 427 CC 458 CC 462 CC 469 CC 511 CC 512 CC 513 CC 533 CC 552 CC 386 CC 442 CC 445 CC 451 CC 452 CC 455 CC 459 CC 461 CC 467 CC 469 CC 470 CC 472 CC 473 CC 474 CC 496 CC 500 CC 501 CC 506 CC 510 CC 511 CC 514 CC 515 CC 476 CC 481 CC 482 CC 486 CC 487 CC 488 Have been delivered by COMET Rules clarified in the 810/820 Workshop. This is not new functionality, But may be included in Flight 1003 Background - Categories for Version 1.6

  30. Implementation Plan • Flight Testing to begin 10/13/03 • V1.6 Must be implemented by all MPs by 12/20/03

  31. Project Timeline for Texas Set 1.6 12/20/03 6/10 7/14 8/15 9/12 10/10 Planning Detail Design Construction System Test Market Test **Contingency Migration date is 1/3/04

  32. Current Market Status

  33. ERCOT Portal Replacement Project Update to RMSPresented by Dave Odle

  34. OverviewPhase 1 Scope • Phase 1will address stability and reliability issues associated with the performance of the current ERCOT portal along with some"look and feel" changes to the portal. • Phase 1 will also includea new "My Page" functionality that allowsmarket participants to create a customizedpage on theTexas Market Link consisting of links to their most frequently used functions. While delivering a new look to the ERCOT portal along with improved navigation and performance, existing portal usersare expected to make a seamless migration to the Texas Market Link. • This phase of the Texas Market Link project is scheduled to be released to production on Sunday, October 5th, 2003.

  35. Header Navigation Content / Portlets OverviewExample of Current Portal Page

  36. Header Navigation Content / Portlets OverviewExample of New Portal Page

  37. OverviewPhase 1 Scope • A two week testing period with Market Participant volunteersfor phase 1 has just concluded. The purpose of this testing was totest thechanges as well as ensure that current functionalityis operational. • ERCOT Client Services (Wholesale and Retail combined) will be hosting two orientation sessions via web-cast conference calls. • Tuesday, September 30th. • Wednesday October 1st. • Contact your Retail Account Manager if you need the call in information.

  38. Phase 2 Update Phase 2 is on schedule with requirements gathering and initial design • The on-site requirements gathering sessions have concluded • ERCOT is in the process of consolidating requirements, building cost estimates, and solidifying timelines. • Next Steps: • Market Meeting to be held on 10/2 for requirements solidification • ERCOT business to have final requirements to I.T. by 11/1.

  39. Flight 0703 Completion

  40. Flight 0703 Completion Congrats – the Market completed AHEAD OF SCHEDULE. Original deadline was 9/5, complete by 8/22.

  41. Flight 1003 Status Report

  42. Flight 1003 Status Report Number of testing participants: • 61 Market Participant systems (total of 75 different DUNS that the market conducts business under) • 4 NEW Competitive Retailers Progress: • Connectivity – started on time 9/17 – due to complete by October 1 • Frame 1 – due to start 10/13 • A total of 3 frames for testing • Flight scheduled to conclude – 12/05

  43. Flight 1003 Status Report To support Competitive Metering testing: • ERCOT is working to get answers from last of TDSP where meter credit will be (account loop or rate loop). ERCOT will add the information in the expected results of the scripts • COMET guide / forms / contacts – work with COMET team to get information posted to the web for flight • ERCOT will host a conference call with the testers to walk through what is expected for the two Competitive Metering Scripts prior to Frame 1 transactions.

  44. Questions ?

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